IRA PI/PA Portal
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Multifamily HOMES Project

Deny Assign Send back for more information

Reservation review attachments

DocumentFileUploaded
Energy model (HPXML)
Project · Energy model (HPXML) · General · Uploaded by account · Riley Sample312
The account and the contractor can see it.
 homes-4unit-pass.xml
This file is still on the customer portal's server and can't be opened here yet.
 10/21/2026 12:08 PM CST
Audit Template report
Project · Audit Template report · General · Uploaded by account · Riley Sample312
The account and the contractor can see it.
 audit-template-report-312.pdf
This file is still on the customer portal's server and can't be opened here yet.
 10/21/2026 12:08 PM CST

Reservation review

Complete 10/22/2026 3:36 PM CST by Test user · 31 of 31 checks answered

What the reports say

The portal checks the procedure's thresholds from these, so nobody has to hold them in their head. Leave one blank until you have read it.

Square feet, from the report's structures and systems ratings.

Square feet, for the same property.

Needed to read a Poor rating: before 1985 it is allowed.

Degrees Fahrenheit. The standard is 68°.

Degrees Fahrenheit. The standard is 76°.

Per cent.

Reopen this review

DOE checks

Multifamily HOMES project (#38), at reservation review. The problems DOE's rebate system flagged on Wisconsin's rebates, worked out on this reservation each time the page opens. Anything that needs attention holds Approve until it is corrected or a reviewer records why approval is safe. What DOE flagged

  • PC-14 · One property type per household Passed

    Every application of this household carries the same property type.

    Application 170 (HOMES_MF)
    Whole multifamily building, 2-4 homes

    Rule: Every application of one household carries the same DOE property type. DOE refuses a household reported as two. Reads: The property type of the property behind each of the household's applications. From: DOE anomaly report (#231, kind 8). Confirmed by Matt on 10/14/2026 (#231, question 1 answered A: DOE's own anomaly report confirms the limits).

  • PC-15 · Energy model file on a modeled HOMES project Passed

    An energy model file is on the application. Validate checks it against DOE's rules.

    Units
    4 units -- under 5, so this building reports to DOE as HPXML.
    File DOE expects
    An HPXML file
    Energy model files
    homes-4unit-pass.xml

    Rule: A modeled HOMES project carries its energy model file: HPXML for a property of fewer than 5 units, BuildingSync for 5 or more. DOE refuses a modeled rebate with none. Reads: The application's XML documents and the property's number of units. From: DOE anomaly report (#231, kind 1). Confirmed by Matt on 10/14/2026 (#231, question 1 answered A: DOE's own anomaly report confirms the limits).

  • PC-18 · Duplicate application or measure across all applications Passed

    No other application is for the same home or household, or names the same equipment.

    Searched every application for
    serial numbers (a second project on the building is the duplicate answer, #38)
    Serial numbers
    None on this claim

    Rule: No other application is for the same home or the same household, and no installed equipment's serial number is on another application. PC-01 reads the address; this reads every application. Reads: This application's property and household, and its measures' serial numbers; every other submitted application, its measures and its payment requests. From: IRA Procedures Guide, desk review step 7 (unique across all applications), IRA Procedures Guide, Administrator step 1.1.5 (no duplicate record). Confirmed by Matt on 10/21/2026 (#300 (from the procedures review, #297): the HOMES and HEAR Final Rebate Desk Review in the IRA Procedures Guide; these checks hold approval).

  • PC-20 · Not new construction Passed

    The customer portal's building form says this is an existing building.

    Construction
    Existing building

    Rule: IRA HOMES and HEAR rebates are for existing buildings. A building the customer portal's building form says is new construction needs attention. Reads: The property record's construction (existing or new construction), from the account's answers on the customer portal's building form. From: IRA Procedures Guide, HOMES and HEAR Final Rebate Desk Review. Confirmed by Matt on 10/21/2026 (#300 (from the procedures review, #297): the HOMES and HEAR Final Rebate Desk Review in the IRA Procedures Guide; these checks hold approval).

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)

Send back for more information

The contractor reads this note on the contractor portal.

The customer reads it under the status on their application page and answers it there.

Deny

They read it under the status on their application page. Leave it unticked for a note only staff should see.

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.

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