Multifamily HOMES Project

Deny Assign Pull back

Offer letter

Document	Sent
Reservation – 148 TEST Practice Court, Madison 53703 – Offer Letter.pdf	10/22/2026 4:54 PM CST

Document

Sent

Reservation – 148 TEST Practice Court, Madison 53703 – Offer Letter.pdf

10/22/2026 4:54 PM CST

Payment review

Income level Low income

Savings: —
Savings in the DOE (HPXML) file: —
Measure: Not recorded
Primary heating fuel: Not recorded
Therm savings entered: Not answered
Disadvantaged community: Not answered
Assessment incentive paid: Not answered
Who is paid: Not recorded
Assessment report date: Not recorded
Project completion date: Not recorded
Calibration: Not recorded

The decision

Outcome: Approved for payment
Approved by: Test user (10/22/2026 5:42 PM CST)
Submit for payment: 10/22/2026 5:42 PM CST
This is what SPECTRUM reads. Nothing is paid by this portal.
Note: Affirmed all of the information is correct

An approval is part of the record and is not edited.

Email

Incomplete application Application closing General notification

From: irahomes@focusonenergy.com
Delivered to: matt@openwatt.io (this is test: nothing reaches an applicant, a contractor or a colleague)

Subject

Message

Pull back

Deny

Assign

Control Center has no application called IRA PI/PA Portal (409), so it cannot say who has access to this portal. This list shows the people who have used this portal.

Assigned to

Comment — optional. Emailed to the person it is assigned to.

Timeline

10/22/2026 5:42 PM CST · Test user
Staff Payment review Approved for payment
Payment review approved; set to Submit for payment for SPECTRUM. Approved past what held it (#331): The figures this claim is checked against are not all recorded. The redemption review is “In progress”. A claim reaches payment review by passing it, so this one is not ready to be paid.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: The household's post-installation certificate is uploaded to SPECTRUM.
The household's post-installation certificate is uploaded to SPECTRUM.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: Only approved measures contribute to the savings.
Only approved measures contribute to the savings.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: Every measure on the report has a line on the invoice.
Every measure on the report has a line on the invoice.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: The report shows its calibration passed.
The report shows its calibration passed.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: The assessment date is within 3 years of the project completion date.
The assessment date is within 3 years of the project completion date.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: Where the customer is paid, they are moderate income or above.
Where the customer is paid, they are moderate income or above.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: The invoice shows what paying that party requires.
The invoice shows what paying that party requires.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: The payee matches SPECTRUM and Atlas.
The payee matches SPECTRUM and Atlas.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: Moderate and market-rate claims do not show an assessment incentive as paid.
Moderate and market-rate claims do not show an assessment incentive as paid.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: Where an assessment incentive was paid, its cost is not in the project cost.
Where an assessment incentive was paid, its cost is not in the project cost.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: A disadvantaged-community property has its bonus measure present.
A disadvantaged-community property has its bonus measure present.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: Low and moderate income claims show enhanced incentives as yes.
Low and moderate income claims show enhanced incentives as yes.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: The savings recorded here match the savings entered in SPECTRUM.
The savings recorded here match the savings entered in SPECTRUM.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: Therm savings are entered only where the fuel is natural gas.
Therm savings are entered only where the fuel is natural gas.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: The savings match the DOE (HPXML) file within a point or two.
The savings match the DOE (HPXML) file within a point or two.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: The savings are in line with the measure chosen.
The savings are in line with the measure chosen.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: The savings are 19.5% or more.
The savings are 19.5% or more.
10/22/2026 5:42 PM CST · Test user
Staff Payment review: No other claim on this property address is a duplicate of this one.
No other claim on this property address is a duplicate of this one.
10/22/2026 4:54 PM CST · Test user
Staff Offer letter produced — Version 1
Reservation – 148 TEST Practice Court, Madison 53703 – Offer Letter. Expires 2027-04-30.
10/22/2026 3:36 PM CST · Test user
Customer portal Project Approved
10/22/2026 3:36 PM CST · Test user
Staff Processing → Approved
Affirmed all of the information is correct
10/22/2026 3:36 PM CST · Test user
Staff Submitted → Processing
10/22/2026 3:36 PM CST · Test user
Staff Not started → Submitted
10/22/2026 3:36 PM CST · Test user
Staff Reservation checklist marked complete
Procedure 2026-09-18
10/22/2026 3:36 PM CST · Test user
Staff Checklist — The offer letter is created, and sent to the contractor once the application is pre-approved. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — SPECTRUM is updated and processing continues per the HOMES Multifamily Custom App Procedure. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — The finalized application, the processing notes and any exceptions sent are uploaded to the SPECTRUM application. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Every measure's cost is evaluated. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — The proposal meets program requirements. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — The description of improvements matches the Asset Score and the application. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Contractor and account name, address and contact details are confirmed. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Energy usage is present. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Equipment usage, efficiencies and specifications match the Asset Score. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — The date of completion audit 1 matches the assessment completion date on the application. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Contractor and account name, address and contact details are confirmed. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Checked the characteristics summary for inconsistencies. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — The ratings evaluation lets the project go on. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Gross floor area agrees between the summary page and the structures and systems ratings. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Every selected upgrade opportunity is eligible under the program. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Heating and cooling set points are within the standard. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Standard occupancy and operating conditions give the number of occupants and the hours of operation. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — The three reports behind a heat pump's modeled savings are on file. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Reviewed the estimated annual site energy savings. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Spot-checked square footage, property type, floor area and year built against the Audit Template. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — The contractor is eligible for the measures they are installing. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — The contractor is registered and active. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Checked in SPECTRUM: the contractor account and its timeline. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Checked in Atlas, under the contractor account. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — The SPECTRUM account and application numbers are recorded on the application, so the contractor dashboard shows them. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — The incentive or rebate amount lines up with the allocated percentage. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Every required DOE field on the application is filled in from what the contractor sent. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — A subcontractor's invoice is submitted for any work a subcontractor is doing. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — The proposed scope lists eligible measures, each with its own cost, and a project total. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — The income level is taken from the property's qualification. Done
10/22/2026 3:36 PM CST · Test user
Staff Checklist — Contractor and account contact details are on the application. Done

Multifamily HOMES Project

Offer letter

Payment review

The decision

Email

Pull back

Deny

Assign

Timeline

Settings