Payment checks: where the legacy rules went
Before a claim is approved for payment, the portal now runs the IRA checks that used to happen only in Validator exports and Smarty emails (#225), and the checks for each kind of problem DOE's rebate system flagged (#231), at reservation review as well where their inputs exist. This page is the map: every legacy rule and every DOE kind, what it reads, which routes it applies to, and what became of it.
Smarty's quests live in its database (quests2), not in its repository. This map uses the September 8 inventory on smarty#38 and the three quests its repository tracks (86, 210, 214). The live list has to be re-read on the Smarty server before any alert is retired -- the September list may not be current.
What DOE's rebate system flagged
DOE flagged 25 problems with Wisconsin rebates CLEAResult sent it, of nine kinds (#231). Each kind, and the portal check that now catches it before staff approve a reservation or a payment.
| Kind | DOE's message | Times | Root cause | Portal check | Review stage | Routes |
|---|---|---|---|---|---|---|
| 1 | HOMES (50121) rebate set to MODELED with no model files | 12 | Model file missing or rejected; 9 were BuildingSync files that failed at PNNL. | PC-15 Energy model file on a modeled HOMES project
A missing file is PC-15. A file DOE would reject is the Validate check on the file itself, against PNNL's HPXML rules (#198) or BuildingSync rules (#231), which keeps Approve off while it fails. |
Reservation review Payment review |
Single-family HOMES final request (#124) Multifamily HOMES project (#38) |
| 2 | Rebate exceeds a product's statutory limit ($16,000 > $8,000 heat pump; $23,760 and $9,840 > $1,600 insulation and air sealing) | 3 | Two heat pumps, or several insulation measures, entered on one line. | PC-04 HEAR per-measure cap PC-11 One line per unit installed |
Reservation review Payment review |
Single-family HEAR final request (#124) Multifamily HEAR project (#126) |
| 3 | Household's rebates exceed the $14,000 maximum | 3 | Same lines as kind 2. | PC-03 HEAR household maximum PC-11 One line per unit installed |
Reservation review Payment review |
Single-family HEAR final request (#124) Multifamily HEAR project (#126) |
| 4 | Contractor incentive plus contractor DAC incentive over $500 | 2 | Same lines as kind 2. | PC-05 Contractor incentive limit PC-11 One line per unit installed The two amounts are read from `contractor_incentive` and `contractor_dac_incentive` on a final request's measure rows or installed scope, or a measure's component details. A claim that holds neither cannot be checked. |
Reservation review Payment review |
Single-family HEAR final request (#124) Multifamily HEAR project (#126) |
| 5 | HEAR (50122) rebate fully redeemed with no limited assessment | 1 | Limited assessment data not sent from Atlas. | PC-13 Limited assessment on a HEAR rebate
A single-family HEAR final request carries it as `installed_scope.limited_assessment`, from the contractor portal. Nothing in the portal holds it for a multifamily HEAR project yet, so there it cannot be checked and says so. |
Payment review | Single-family HEAR final request (#124) Multifamily HEAR project (#126) |
| 6 | Rebate exceeds the amount worked out from measure, income band and funds left | 1 | Wrong cost on the measure line in Atlas. | PC-12 Most the rebate can be | Reservation review Payment review |
Single-family HEAR final request (#124) Multifamily HEAR project (#126) |
| 7 | Rebate exceeds 50% of the qualified project cost | 1 | Same wrong cost as kind 6. | PC-06 HEAR incentive share of the cost | Reservation review Payment review |
Single-family HEAR final request (#124) Multifamily HEAR project (#126) |
| 8 | One household has two DOE building types (single-family attached and multifamily in-unit) | 2 | Customer chose the wrong type; staff corrected it. | PC-14 One property type per household | Reservation review Payment review |
Single-family HOMES final request (#124) Single-family HEAR final request (#124) Multifamily HOMES project (#38) Multifamily HEAR project (#126) |
| 9 | PNNL does not accept "2-4 Unit Building" as a facility type | 1 | DOE-side gap; PNNL is changing it (one of the 12 in kind 1). | External. DOE's to fix, not the portal's: the file is right and PNNL's list of facility types is missing "2-4 Unit Building". PNNL is adding it (resolution notes on App ID 10383116). There is nothing on the claim for the portal to correct. | None | None |
The portal's checks
A check decides nothing until the payment reviewer or program administrator confirms its procedure, cap, exception and data source. Until then it is proposed: it shows what it finds on each claim and holds nothing. Once confirmed, a result that needs attention or cannot be checked holds approval until it is corrected or explained.
| Check | Meaning | Reads | Exceptions | Routes | Review stage | From | Confirmed |
|---|---|---|---|---|---|---|---|
| PC-01 Same measure claimed twice at one site | Another claim at the same property address is for the same thing: a second HOMES project, or a HEAR claim for the same measure. | This claim's address and measures; every other submitted claim at that address and its measures. | Withdrawn, denied and never-submitted claims are not counted. A different measure at the same address is not a duplicate. Insulation, air sealing & ventilation and electric wiring may be claimed in stages (Program Notice 26-2 section 3.3): a later stage is checked against what is left of the cap (PC-04), not called a duplicate. | Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Payment review | Validator HEAR-01, Validator HEAR-04, Validator IRAGRID-01, Smarty 202, Smarty 77 | Matt, 10/21/2026 |
| PC-02 HOMES and HEAR equipment at the same site | The address has both a HOMES project and HEAR equipment (heat pumps, heat pump water heaters, insulation and air sealing, cooking, dryers). The program does not pay both. | This claim's program and measures; every other submitted claim at that address, its program and measures. | Electrical panels and wiring are not equipment for this rule. Withdrawn, denied and never-submitted claims are not counted. | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Payment review | Validator HEAR-02, Validator HEAR-01 (its HOMES/HEAR half) | Matt, 10/21/2026 |
| PC-03 HEAR household maximum | The HEAR rebates for one household may not exceed $14,000.00. In a multifamily property each unit is its own household (#231). | This claim's amounts; the amounts of the other HEAR requests at the address (single family), or each measure line's unit (multifamily). | Draft requests are not counted. | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
Reservation review Payment review |
Validator HEAR-05, DOE anomaly report (#231, kind 3) | Matt, 10/14/2026 |
| PC-04 HEAR per-measure cap | One measure family's HEAR rebates for one household may not exceed that family's cap: Heat pump (heating & cooling) $8,000.00, Heat pump water heater $1,750.00, Electrical panel $4,000.00, Electric wiring $2,500.00, Insulation, air sealing & ventilation $1,600.00, Heat pump clothes dryer $840.00, Electric cooking appliance $840.00. | Each measure's type and amount on this claim; the same family on the other HEAR requests at the address, or in the same unit (multifamily). | A request with several measures and one total cannot be split by the portal, so it says it cannot be checked rather than guessing. | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
Reservation review Payment review |
Validator HEAR-06, DOE anomaly report (#231, kind 2) | Matt, 10/14/2026 |
| PC-05 Contractor incentive limit | The contractor incentive plus the contractor DAC incentive on one rebate may not exceed $500.00. | Each rebate's contractor incentive and contractor DAC incentive. | A claim with neither amount and no bonus passes. A claim that names a bonus but does not hold the amounts cannot be checked, and says which field is missing. | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
Payment review | Validator HEAR-03, DOE anomaly report (#231, kind 4) | Matt, 10/14/2026 |
| PC-06 HEAR incentive share of the cost | A HEAR incentive may be up to 100% of the measure cost below 80% AMI, and up to 50% from 80% to 150% AMI. | Each measure's incentive and cost; the income level of the household or the property. | No share is defined above 150% AMI, so a market-rate claim cannot be checked here. | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
Reservation review Payment review |
Validator HEAR-08, Validator IRAGRID-08, Smarty 86 (rebates above cost), DOE anomaly report (#231, kind 7) | Matt, 10/14/2026 |
| PC-07 Install date on every measure | Every installed measure carries the date it was installed. | Each measure's install date. | Bonus lines are not measures and are not asked. | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
Payment review | Validator HEAR-10, Validator IRAGRID-10 | Matt, 10/21/2026 |
| PC-08 Make and model on installed equipment | Heat pumps, heat pump water heaters, heat pump dryers and electric cooking appliances carry the make and model installed. | Each equipment measure's make and model. | Panels, wiring and insulation are not equipment and are not asked. The multifamily record holds a model number and no make, so only the model is asked there. | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
Payment review | Validator HEAR-09, Validator IRAGRID-09 | Matt, 10/21/2026 |
| PC-09 Quality visit still open | A quality visit picked for this project has not been completed, or found items to resolve. Nobody pays on work nobody has confirmed was done. | The newest quality visit on the application, its state and result (#114). | A visit marked not needed, or completed and passed, does not hold the claim; nor does a failed one whose defects are recorded remedied (#303). | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Payment review | Validator HEAR-14, Smarty 82, Smarty 83 | Matt, 10/21/2026 |
| PC-10 Negative incentive | No measure or request carries a negative incentive. | Each measure's incentive and the request's amount. | None. | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Payment review | Smarty 214 | Matt, 10/21/2026 |
| PC-11 One line per unit installed | Each measure line is one unit of one measure. A line with a quantity above one, or one that combines measures of different families, is how the rebates DOE found over its limits were entered. | Each measure line's quantity and type. | None. Split the line: one line per unit installed. | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
Reservation review Payment review |
DOE anomaly report (#231, kinds 2 to 4) | Matt, 10/14/2026 |
| PC-12 Most the rebate can be | A measure's rebate may not exceed the lowest of: its measure family's cap (less what the household already has in that family), the share of its cost allowed at the household's income level, and what is left of the household's $14,000.00. | Each measure's type, amount and cost; the income level; the household's other HEAR rebates. | No share is defined above 150% AMI, so a market-rate claim cannot be checked here. | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
Reservation review Payment review |
DOE anomaly report (#231, kind 6) | Matt, 10/14/2026 |
| PC-13 Limited assessment on a HEAR rebate | A HEAR rebate is not paid in full without the limited assessment DOE requires behind it. | The claim's limited assessment (`limited_assessment` on the payment request's installed scope). | Where the claim holds no limited assessment field at all, it cannot be checked and says so. | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
Payment review | DOE anomaly report (#231, kind 5) | Matt, 10/14/2026 |
| PC-14 One property type per household | Every application of one household carries the same DOE property type. DOE refuses a household reported as two. | The property type of the property behind each of the household's applications. | Withdrawn, denied and never-submitted applications are not counted. It is not cleared by an explanation: correct the property type (#40) and every application of the household clears at once. | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Reservation review Payment review |
DOE anomaly report (#231, kind 8) | Matt, 10/14/2026 |
| PC-15 Energy model file on a modeled HOMES project | 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. | The application's XML documents and the property's number of units. | A project the application says is measured, not modeled, needs no file. A file that fails DOE's rules is held by its own check (Validate); one that Validate read as the other format needs attention here. | Multifamily HOMES project (#38) Single-family HOMES final request (#124) |
Reservation review Payment review |
DOE anomaly report (#231, kind 1) | Matt, 10/14/2026 |
| PC-16 Most the HOMES rebate can be | A modeled HOMES rebate may not exceed the lowest of: the most per home for its savings band (20% to under 35%, or 35% or more) and income band, times the number of homes; the share of the project cost allowed at that income band; and, for a multifamily building, the building cap. Under 20% savings no HOMES rebate is allowed (a multifamily building at 19.5% counts as 20%). | The claimed amount; the modeled savings and project cost (payment request, redemption or payment review, offer letter, then the application); the household's approved income tier (single family) or the property's income level (multifamily); the number of homes in the building. | A claim missing its savings, cost, income level or number of homes says what is missing and does not hold approval. A measured (not modeled) project is not in the cap table. | Multifamily HOMES project (#38) Single-family HOMES final request (#124) |
Reservation review Payment review |
IRA section 50121, DOE HOMES guide v2, Program Notices 26-1 and 26-2, Ben's program settings (contractor portal #82), #273 second gap review (#266) | Matt, 10/20/2026 |
| PC-17 IRA rebate first, never a negative balance (MA25-04) | The IRA rebate is worked out before Focus rebates and rebates from other sources. If the project cost, less the IRA rebate, the Focus rebate and the other rebates and instant discounts on the invoice, would leave the customer owing less than $0, the IRA rebate is reduced so the customer owes $0. | The IRA amount claimed; the project cost; the Focus Core rebate sent with the claim, unless Focus denied it or it was withdrawn; the other rebates and instant discounts the claim records (payment request, its measure lines, or the contractor's multifamily project workbook). | A claim missing its amount or project cost, or one that does not say what other rebates its invoice carries, says so and does not hold approval. Only a balance below $0 holds. | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Payment review | IRA Procedures Guide v1.0, IRA Rebate Calculation Methodology, Market Announcement MA25-04, #297 procedures review | Focus on Energy, 09/15/2025 |
| PC-18 Duplicate application or measure across all applications | 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. | This application's property and household, and its measures' serial numbers; every other submitted application, its measures and its payment requests. | Withdrawn, denied and never-submitted applications are not counted. On a multifamily project a second project on the building is the payment review's own duplicate answer (#38), and one account may hold several buildings, so only serial numbers are searched there. A claim with no serial numbers is matched on its home and household. | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Reservation review Payment review |
IRA Procedures Guide, desk review step 7 (unique across all applications), IRA Procedures Guide, Administrator step 1.1.5 (no duplicate record) | Matt, 10/21/2026 |
| PC-19 Modeling tool on the approved list | The software that made the energy model is on Focus's list of approved modeling tools. | The software the energy model file names (`SoftwareProgramUsed`, read by Validate) and the tool the contractor chose on the project. | A file Validate has not read, or one that names no software, cannot be checked and says so. The list in the portal is the contractor portal's until the Focus PDF is added. | Multifamily HOMES project (#38) Single-family HOMES final request (#124) |
Reservation review Payment review |
IRA Procedures Guide, desk review step 9.2, Focus IRA HOMES Approved Modeling Tools (PDF, not in the repository yet) | Not yet. To confirm: The approved list itself: the Focus IRA HOMES Approved Modeling Tools PDF, which is not in the repository. Until it is added the list is the contractor portal's program settings. |
| PC-20 Not new construction | IRA HOMES and HEAR rebates are for existing buildings. A building the customer portal's building form says is new construction needs attention. | The property record's construction (existing or new construction), from the account's answers on the customer portal's building form. | A property nobody has answered for yet says so and does not hold approval. | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Reservation review Payment review |
IRA Procedures Guide, HOMES and HEAR Final Rebate Desk Review | Matt, 10/21/2026 |
| PC-21 Commissioning proof for HVAC equipment | A project that installed HVAC equipment (a heat pump for heating or cooling, a furnace, a boiler, an air conditioner) carries proof of its commissioning testing. | Each measure's type; the payment request's evidence (`commissioning_proof`); the application's documents. | No HVAC equipment, nothing to prove. The contractor portal collects the proof from contractor #126; until then a reviewer records where it is. | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Payment review | IRA Procedures Guide, Administrator step 1.1.7 (proof of commissioning testing on HVAC equipment) | Matt, 10/21/2026 |
| PC-22 Installer eligible to install the measure | Each installer is an approved IRA Registered Contractor, and for each measure one of them holds the program service it needs. | The payment request's installers (else the submitting company); each one's status and program services -- staff's recorded list, else what it registered for (#277); each measure's type. | A measure no program service covers (a smart thermostat, lighting) is not asked. An installer with no registration linked to it cannot be checked and says so. | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Payment review | IRA Procedures Guide, desk review step 9.1 (eligible to install the measure) | Matt, 10/21/2026 |
Every legacy rule
| Source | Meaning | Inputs | Routes | Portal coverage before #225 | Result | Alert |
|---|---|---|---|---|---|---|
| Validator HEAR-01 | Duplicate site cluster: the same measure, or a HOMES measure beside HEAR equipment, at one site. | Site, measure name, application | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Multifamily: address duplicate check answered by the reviewer (#38). Single family: none. | Portal check. PC-01 on single family; its HOMES/HEAR half is PC-02 on every project route. | Validator report (no email) |
| Validator HEAR-02 | HOMES and HEAR equipment at the same site. | Site, measure name | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Multifamily HEAR: the reviewer's 'No measure here was already incentivized through HOMES' answer. Elsewhere: none. | Portal check. PC-02. | Validator report (no email) |
| Validator HEAR-03 | Bonus site cap ($500, single family). | Site, bonus incentive | Single-family HEAR final request (#124) | None. | Portal check. PC-05, which #231 made DOE's limit: the contractor incentive plus the contractor DAC incentive, $500 per rebate, on single-family and multifamily HEAR. | Validator report (no email) |
| Validator HEAR-04 | The same bonus measure claimed twice at one site. | Site, bonus measure, incentive | Single-family HEAR final request (#124) | None. | Portal check. Folded into PC-01: a second claim for the same measure at the address. | Validator report (no email) |
| Validator HEAR-05 | HEAR site maximum ($14,000, single family). | Site, incentive | Single-family HEAR final request (#124) | None. | Portal check. PC-03. Since #231 it is the household maximum, and on a multifamily HEAR project each unit is a household. The QEP caps per unit and per property stay the #126 reviewer's answer ('qep_caps'). | Validator report (no email) |
| Validator HEAR-06 | Per-measure cap at one site. | Site, measure family, incentive | Single-family HEAR final request (#124) | None. Multifamily HEAR's measure and cap gate said 'not built'. | Portal check. PC-04, per household: on single family, and since #231 on each unit of a multifamily HEAR project, beside PC-06/07/08 and the reviewer's recorded QEP cap answer. | Validator report (no email) |
| Validator HEAR-07 | A Trade Ally paid to more than one address in one export. | Trade Ally, payment address, ACH | None | Multifamily HEAR: the reviewer's payment address answer. | Out of scope. A SPECTRUM payment-file check across a whole batch. The portal holds no payment address; it stays in Validator. | Validator report (no email) |
| Validator HEAR-08 | Incentive over the allowed share of cost. | Income band, cost, incentive | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
Multifamily HEAR: the reviewer's share-of-cost answer. | Portal check. PC-06. | Validator report (no email) |
| Validator HEAR-09 | Heat pump make/model, and existing-system fields on new construction. | Make, model, existing-system fields | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
Single family: the reviewer's measures answer. | Portal check. PC-08 for make and model. The existing-system fields are SPECTRUM entry fields the portal does not hold; that half stays in Validator. | Validator report (no email) |
| Validator HEAR-10 | Completed-application date and install date present. | Dates | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
None. | Portal check. PC-07 for the install date. A portal claim always carries its submitted date, so the other half cannot fail here. | Validator report (no email) |
| Validator HEAR-11 | Enhanced incentives marked Yes. | Enhanced incentives field | Multifamily HEAR project (#126) | Multifamily HEAR: flagged from the reviewer's recorded figure (#126). | Already in the portal. Already raised on multifamily HEAR. Single-family requests carry no enhanced-incentive field; that SPECTRUM field stays in Validator. | Validator report (no email) |
| Validator HEAR-12 | Primary contact name present. | Primary contact | None | Not a payment check. | Out of scope. SPECTRUM record completeness, not a payment approval rule. It stays in Validator. | Validator report (no email) |
| Validator HEAR-14 | Open inspection or exception request. | CRM tasks | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Single family: an 'inspection hold' status. Multifamily: none. | Portal check. PC-09, from the portal's own quality visits (#114). Exception requests live in SPECTRUM tasks the portal cannot read; that half stays in Validator. | Validator report (no email) |
| Validator IRAGRID-01 | The same measure claimed twice at one site. | Site, measure | Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Multifamily: the address duplicate check (#38). | Portal check. PC-01. | Validator report (no email) |
| Validator IRAGRID-07 | A Trade Ally paid to more than one address. | Trade Ally, payment address | None | As HEAR-07. | Out of scope. As HEAR-07: a SPECTRUM payment-file check; the portal holds no payment address. | Validator report (no email) |
| Validator IRAGRID-08 | Incentive too large a share of the cost. | Income band, cost, incentive | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
As HEAR-08. | Portal check. PC-06. | Validator report (no email) |
| Validator IRAGRID-09 | Make and model, existing-system fields. | Make, model, existing-system fields | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
As HEAR-09. | Portal check. PC-08, as HEAR-09. | Validator report (no email) |
| Validator IRAGRID-10 | Required dates. | Dates | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
As HEAR-10. | Portal check. PC-07. | Validator report (no email) |
| Validator IRAGRID-11 | Enhanced incentive not properly marked. | Enhanced incentives, qualification method | Multifamily HEAR project (#126) | As HEAR-11. | Already in the portal. As HEAR-11. | Validator report (no email) |
| Validator IRAGRID-12 | Primary contact name present. | Contact name | None | As HEAR-12. | Out of scope. As HEAR-12: SPECTRUM record completeness, not a payment approval rule. | Validator report (no email) |
| Smarty 202 | Duplicate HOMES and HOMES Assessment applications. | Program, site address | Multifamily HOMES project (#38) Multifamily assessment incentive claim (#38) Single-family HOMES final request (#124) |
Multifamily and assessment: the address duplicate check (#38). Single family: none. | Portal check. PC-01 on single family; the existing duplicate check elsewhere. | Smarty email, still running. Retire only after the portal check is verified on every route (criterion 4.1). |
| Smarty 77 | Core duplicate applications (in development in September). | Site, application | Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
As 202. | Portal check. PC-01, once Smarty confirms what 77 runs. | Not running in September. |
| Smarty 86 | Total site rebates above recorded IRA cost, or $25 or less left to pay. | Rebates and costs across HOMES, HEAR, Assessment | Multifamily HEAR project (#126) Single-family HEAR final request (#124) |
None. | Portal check. PC-06 covers rebates above cost on HEAR. Its '$25 or less left' half is a SPECTRUM data-quality signal with no IRA rule behind it, and stays in Smarty. | Smarty email, still running. Retire only after the portal check is verified on every route (criterion 4.1). |
| Smarty 82 | Inspection agreement checks. | Inspection tasks | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
None. | Portal check. PC-09. | Smarty email, still running. Retire only after the portal check is verified on every route (criterion 4.1). |
| Smarty 83 | Inspection completion checks. | Inspection tasks | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
None. | Portal check. PC-09. | Smarty email, still running. Retire only after the portal check is verified on every route (criterion 4.1). |
| Smarty 214 | Application measure with a negative incentive. | Measure incentive | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
None. | Portal check. PC-10. | Smarty email, still running. Retire only after the portal check is verified on every route (criterion 4.1). |
| Smarty 91 | Customer calendar-year cap ($400,000). | Customer, payments | None | None. | Out of scope. A general Focus cap. The ticket says not to use it as an IRA cap without confirmation, and no IRA customer cap has been confirmed. | Smarty email, still running. Retire only after the portal check is verified on every route (criterion 4.1). |
| Smarty 210 | Customer cap check, Focus Core. | Customer, payments | None | None. | Out of scope. A Focus Core (non-IRA) program rule. | Smarty email, still running. Retire only after the portal check is verified on every route (criterion 4.1). |
| Smarty 55 | Requested incentive above calculated by over $1. | Requested and calculated amounts in SPECTRUM | Single-family HEAR final request (#124) | Single-family HEAR: the request is refused when it differs from the invoice discount (#124). | Already in the portal. The portal holds no SPECTRUM calculated amount; the invoice comparison is the portal's version of it. | Smarty email, still running. Retire only after the portal check is verified on every route (criterion 4.1). |
| Smarty 200 | Requested and calculated incentive differ. | Requested and calculated amounts in SPECTRUM | Single-family HEAR final request (#124) | As 55. | Already in the portal. As 55. | Smarty email, still running. Retire only after the portal check is verified on every route (criterion 4.1). |
| Smarty 111 | Payee attention: customer, implementer, trade ally. | Payee references | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
Every route already checks the payee (#38, #124, #126). | Already in the portal. The existing payee checks. | Smarty email, still running. Retire only after the portal check is verified on every route (criterion 4.1). |
| Smarty 189 | Payee attention, second variant. | Payee references | Multifamily HOMES project (#38) Multifamily HEAR project (#126) Single-family HOMES final request (#124) Single-family HEAR final request (#124) |
As 111. | Already in the portal. As 111. | Smarty email, still running. Retire only after the portal check is verified on every route (criterion 4.1). |