Workflow 8.1

50122 · coupon-at-vendor · single-family, tenant-occupied · manual reporting

What DOE prints on the diagram

Initiated by Installer, Aggregator*, or Eligible Entity Representative (EER)
Single-Family, Tenant-Occupied Home
Coupon Redemption at Any Participating Vendor
Applicable to All Upgrades

The swimlanes, left to right

TenantBuilding OwnerClaimant (Installer, Aggregator, EER)VendorState, Territory, or TribeProgram ImplementationDOE API

The Claimant column is a slot, not a person: here DOE fills it with Installer, Aggregator, EER. On this workflow that resolves to Installer, and whoever lives there is Tenant.

153

fields this workflow sends

105

of them required

ruled out, with PNNL's reason

people on this job

Who is on the hook here

Each group is a journey somebody has to be able to complete.

Installer 127 fields

Does the work on site.

contractor_incentive building_name_or_number building_project_type * city claimant_type * construction_type * contractor_company_name * contractor_name * county email * last_name * project_id state * street * street_number * unit_name_or_number zip_code ahri_reference_number installation_type * model_number product_info * upc upgrade_subtype * upgrade_subtype * upgrade_subtype * upgrade_type * energy_guide_estimated_energy_use_kwh * equipment_and_material_cost * equipment_and_material_cost * installation_cost * installation_cost * project_completion_date * purchase_date purchase_date_time * ambient_co_test_result ashrae_62_2_ventilation_calculated * binary_file_content_base_64 * description file_name * file_purpose * and 87 more →

Program implementer 7 fields

Runs the programme day to day: review, verification, payment.

rebate_deducted * external_rebate_id project_id allow_requested_reservation_amount_reduction is_final_project_redemption * reservation_amount is_mail_in_rebate

State administrator 7 fields

Focus, acting as Wisconsin's administrator. Signs the attestations.

state_attests_proof_of_identity_ownership_income * is_contractor_eligible * post_retrofit_inspection_passed * state_attests_any_failed_inspection_remediated * install_vendor_id * state_attests_existing_fossil_fuel_system_not_replaced state_attests_new_construction_cost_effectiveness *

DOE API 3 fields

Federal. Returns values rather than being sent them.

address_id * applicant_id * vendor_coupon_id *

Building owner 17 fields

Owns the property. On an owner-occupied job this is also the occupant.

building_project_type * city claimant_type * construction_type * contractor_company_name * contractor_name * email * last_name * state * unit_name_or_number zip_code installation_type * upgrade_type * energy_data_evaluation_permission * sf_conditioned_floor_area year_built * year_built *

Vendor 5 fields

Sells the product. On the coupon lane, takes the coupon at the till.

ahri_reference_number model_number upc upgrade_type * is_mail_in_rebate

Not part of this workflow

Derived from the schema's own conditions, with DOE's wording where PNNL wrote it.

Field	Why not
mf_building_income_bucket	If 'building_project_type' is 'MULTIFAMILY_IN_UNIT', then 'mf_building_income_bucket', 'num_occupied_units', and 'num_units_meeting_income_bucket' must not be provided.
num_units_meeting_income_bucket	If 'building_project_type' is 'MULTIFAMILY_IN_UNIT', then 'mf_building_income_bucket', 'num_occupied_units', and 'num_units_meeting_income_bucket' must not be provided.
mf_conditioned_floor_area	Multifamily only; workflow 8.1 is single-family.
mf_num_bedrooms	Multifamily only; workflow 8.1 is single-family.
num_occupied_units	If 'building_project_type' is 'MULTIFAMILY_IN_UNIT', then 'mf_building_income_bucket', 'num_occupied_units', and 'num_units_meeting_income_bucket' must not be provided.
num_units	Multifamily only; workflow 8.1 is single-family.