Phase 4: Reservation: HOMES, built around the energy model file

Do this

Sign in to the live staff portal with your own account and open Tests.

Expected

Tests opens. Your name shows on the results you record.

P4-HOMES-PREP-02 →

Do this

Sign in to the live customer portal as this phase's named test building owner.

Expected

You are signed in as the test owner, not as a real customer.

Unblocked by customer #106 — please retest.

← P4-HOMES-PREP-01 P4-HOMES-PREP-03 →

Do this

As the test owner, open the 4-unit building you approved in Phase 1 (the test site has no ready-made practice buildings after #294's clean slate).

Expected

It shows Approved, with its LEA- or MEA- code and expiry date. Write the code down.

← P4-HOMES-PREP-02 P4-HOMES-PREP-04 →

Do this

As the test owner, open the 8-unit building you approved in Phase 1. This is the building the BuildingSync tests use.

Expected

It shows Approved, with its own LEA- or MEA- code and expiry date. Write the code down.

← P4-HOMES-PREP-03 P4-HOMES-PREP-05 →

Do this

Sign in to the live contractor portal as your pre-loaded practice contractor. Every tester has one, already approved (contractor #93); Phase 2 is skipped this round, so nobody registers a new company.

Expected

The company shows as approved and can start a project.

← P4-HOMES-PREP-04 P4-HOMES-PREP-06 →

Do this

Download the six sample files from this step's Sample file links and keep them together. Never send a practice file to DOE.

Expected

Six files: four HPXML (homes-4unit-…) and two BuildingSync (homes-8unit-…). Each opens as XML.

Sample file

homes-4unit-pass.xml, homes-4unit-fails-rules.xml, homes-4unit-low-savings.xml, homes-4unit-wrong-building.xml, homes-8unit-pass.buildingsync.xml, homes-8unit-fails-rules.buildingsync.xml

← P4-HOMES-PREP-05 P4-HOMES-PREP-07 →

Do this

Write the case ID for each test of this phase in its first step's note.

Expected

Every test in this phase has a case ID that names its made-up records.

← P4-HOMES-PREP-06

Do this

Choose + Start a project, type the 4-unit building's code, and choose a HOMES project.

Expected

The project opens on that building. The steps read 1 Confirm the building, 2 Upload the assessment, 3 Review and send.

Unblocked by contractor #82 — please retest.

P4-HOMES-APPROVE-02 →

Do this

In 1 · Confirm the building, check the property name, address and units, tick This is the building I assessed, and confirm.

Expected

The building shows 4 units and its code. The page moves on to 2 · Upload the assessment.

Unblocked by contractor #82 — please retest.

← P4-HOMES-APPROVE-01 P4-HOMES-APPROVE-03 →

Do this

In 2 · Upload the assessment, upload homes-4unit-pass.xml. Never send a practice file to DOE.

Expected

The file is accepted and checked against DOE's rules. It passes.

Sample file

homes-4unit-pass.xml

Unblocked by contractor #82 — please retest.

← P4-HOMES-APPROVE-02 P4-HOMES-APPROVE-04 →

Do this

Open 3 · Review and send and read what was taken from the file.

Expected

Units 4, conditioned floor area 3600 sq ft, year built 1950, modeled savings 25 %, total project cost $50,000.00, eligible upgrade cost $48,000.00. You typed none of them.

Sample file

homes-4unit-pass.xml

Unblocked by contractor #82 — please retest.

← P4-HOMES-APPROVE-03 P4-HOMES-APPROVE-05 →

Do this

Tick HOMES reservation, tick I've reviewed the imported details, and choose Send to the program.

Expected

A receipt shows the reservation as Received for staff review. It says a receipt is not an approval.

Unblocked by contractor #82 — please retest.

← P4-HOMES-APPROVE-04 P4-HOMES-APPROVE-06 →

Do this

As the test owner, read and sign the contractor's proposal for this project.

Expected

Your signature is recorded with the date. The contractor sees it signed.

Blocked by customer #150.

← P4-HOMES-APPROVE-05 P4-HOMES-APPROVE-07 →

Do this

On the live staff portal, open Applications, then Contractor HOMES and HEAR requests, and open this HOMES reservation.

Expected

It shows the 4-unit building, the assessment file, DOE validation, the facts read from the file, and no Items to resolve before approval.

Blocked by staff #283.

← P4-HOMES-APPROVE-06 P4-HOMES-APPROVE-08 →

Do this

Open the energy model file and choose Check against DOE rules.

Expected

Passed, with 0 required problems. The result is on the application's timeline with your name.

Sample file

homes-4unit-pass.xml

Blocked by staff #283.

← P4-HOMES-APPROVE-07 P4-HOMES-APPROVE-09 →

Do this

Check the rebate shown for this reservation.

Expected

25% savings is in the 20–34% band, so 4 units give $20,000 on an LEA- building or $8,000 on an MEA- building (contractor #82's table).

Blocked by staff #283.

← P4-HOMES-APPROVE-08 P4-HOMES-APPROVE-10 →

Do this

Work the reservation review tick list and approve.

Expected

The approval saves and the offer letter is recorded.

Blocked by staff #283.

← P4-HOMES-APPROVE-09 P4-HOMES-APPROVE-11 →

Do this

As the test owner, open the building's project. No email is sent today, so check the page.

Expected

The status shows Reserved / Project Approved.

Unblocked by contractor #82 — please retest.

← P4-HOMES-APPROVE-10 P4-HOMES-APPROVE-12 →

Do this

Open the project on the contractor portal.

Expected

3 · Review and send shows the HOMES reservation as Approved.

Blocked by staff #283.

← P4-HOMES-APPROVE-11

Do this

Start a HOMES project with the 8-unit building's code, and confirm the building in 1 · Confirm the building.

Expected

The building shows 8 units and its own code.

Blocked by contractor #122.

P4-HOMES-APPROVE-BS-02 →

Do this

In 2 · Upload the assessment, upload homes-8unit-pass.buildingsync.xml. Buildings of 5 or more units report with BuildingSync. Never send a practice file to DOE.

Expected

The file is accepted as BuildingSync and passes DOE's rules. Address, 8 units, floor area 7,200 sq ft, year built 1990 and savings 36% are read from it.

Sample file

homes-8unit-pass.buildingsync.xml

Blocked by contractor #122.

← P4-HOMES-APPROVE-BS-01 P4-HOMES-APPROVE-BS-03 →

Do this

Tick HOMES reservation and the review box, and choose Send to the program.

Expected

A receipt shows the reservation as Received for staff review.

Blocked by contractor #122.

← P4-HOMES-APPROVE-BS-02 P4-HOMES-APPROVE-BS-04 →

Do this

On the live staff portal, open this HOMES reservation's assessment file and choose Check against DOE rules.

Expected

Passed, as BuildingSync, with 0 required problems.

Sample file

homes-8unit-pass.buildingsync.xml

Blocked by staff #283.

← P4-HOMES-APPROVE-BS-03 P4-HOMES-APPROVE-BS-05 →

Do this

Check the rebate shown for this reservation.

Expected

36% savings is in the 35%+ band, so 8 units give $80,000 on an LEA- building or $32,000 on an MEA- building.

Blocked by staff #283.

← P4-HOMES-APPROVE-BS-04 P4-HOMES-APPROVE-BS-06 →

Do this

Work the reservation review tick list and approve.

Expected

The approval saves and the offer letter is recorded.

Blocked by staff #283.

← P4-HOMES-APPROVE-BS-05 P4-HOMES-APPROVE-BS-07 →

Do this

As the test owner, open the 8-unit building's project.

Expected

The status shows Reserved / Project Approved.

Blocked by contractor #122.

← P4-HOMES-APPROVE-BS-06

Do this

Start a HOMES project with the 4-unit building's code, confirm the building, and upload homes-4unit-wrong-building.xml. Never send a practice file to DOE.

Expected

The file passes DOE's rules. Nothing stops you going on to 3 · Review and send.

Sample file

homes-4unit-wrong-building.xml

Unblocked by contractor #82 — please retest.

P4-HOMES-MISMATCH-02 →

Do this

Read Items for staff to review in 3 · Review and send.

Expected

It says: Unit count differs: the customer has 4; the file has 12. It also says the items won't stop you sending.

Sample file

homes-4unit-wrong-building.xml

Unblocked by contractor #82 — please retest.

← P4-HOMES-MISMATCH-01 P4-HOMES-MISMATCH-03 →

Do this

Write the explanation "The model covers the whole 12-unit complex; this building is 4 of them" and send the HOMES reservation.

Expected

Send needs the explanation. With it, a receipt shows Received for staff review.

Unblocked by contractor #82 — please retest.

← P4-HOMES-MISMATCH-02 P4-HOMES-MISMATCH-04 →

Do this

On the live staff portal, open Applications, then Contractor HOMES and HEAR requests, and open this HOMES reservation.

Expected

The flagged unit-count difference and the contractor's explanation show together.

Blocked by staff #283.

← P4-HOMES-MISMATCH-03 P4-HOMES-MISMATCH-05 →

Do this

Accept the explanation, work the tick list and approve.

Expected

The approval saves with the explanation kept on the record.

Blocked by staff #283.

← P4-HOMES-MISMATCH-04

Do this

Start a HOMES project with the 4-unit building's code, confirm the building, and upload homes-4unit-fails-rules.xml. Never send a practice file to DOE.

Expected

The file reads as HPXML version 4. Items for staff to review list DOE rebate requirements it misses: Expected YearBuilt.

Sample file

homes-4unit-fails-rules.xml

Unblocked by contractor #82 — please retest.

P4-HOMES-CORRECT-02 →

Do this

Explain "Year built not in our export yet" and send the HOMES reservation.

Expected

A receipt shows Received for staff review.

Unblocked by contractor #82 — please retest.

← P4-HOMES-CORRECT-01 P4-HOMES-CORRECT-03 →

Do this

On the live staff portal, open the file and choose Check against DOE rules.

Expected

Failed · 2 problems, each Expected YearBuilt. Approve is off, and says why.

Sample file

homes-4unit-fails-rules.xml

Blocked by staff #283.

← P4-HOMES-CORRECT-02 P4-HOMES-CORRECT-04 →

Do this

Set Review state to Ask contractor for information, paste the problem list as the note, and save.

Expected

The note saves. The request reads Needs information.

Blocked by staff #283.

← P4-HOMES-CORRECT-03 P4-HOMES-CORRECT-05 →

Do this

Open the project on the contractor portal.

Expected

The HOMES reservation shows More information needed, with staff's list.

Blocked by staff #283.

← P4-HOMES-CORRECT-04 P4-HOMES-CORRECT-06 →

Do this

Upload homes-4unit-pass.xml in 2 · Upload the assessment and send the HOMES reservation again. Never send a practice file to DOE.

Expected

It shows as updated information, Received for staff review.

Sample file

homes-4unit-pass.xml

Unblocked by contractor #82 — please retest.

← P4-HOMES-CORRECT-05 P4-HOMES-CORRECT-07 →

Do this

Open the new file and choose Check against DOE rules.

Expected

Passed, with 0 required problems. Approve turns on.

Sample file

homes-4unit-pass.xml

Blocked by staff #283.

← P4-HOMES-CORRECT-06

Do this

Start a HOMES project with the 8-unit building's code, confirm the building, upload homes-8unit-fails-rules.buildingsync.xml and send the HOMES reservation. Never send a practice file to DOE.

Expected

A receipt shows Received for staff review.

Sample file

homes-8unit-fails-rules.buildingsync.xml

Blocked by contractor #122.

P4-HOMES-CORRECT-BS-02 →

Do this

On the live staff portal, open the file and choose Check against DOE rules.

Expected

Failed · 1 problem: element "auc:YearOfConstruction" is REQUIRED. Approve is off.

Sample file

homes-8unit-fails-rules.buildingsync.xml

Blocked by staff #283.

← P4-HOMES-CORRECT-BS-01 P4-HOMES-CORRECT-BS-03 →

Do this

Set Review state to Ask contractor for information, paste the problem list as the note, and save.

Expected

The note saves. The request reads Needs information.

Blocked by staff #283.

← P4-HOMES-CORRECT-BS-02 P4-HOMES-CORRECT-BS-04 →

Do this

Upload homes-8unit-pass.buildingsync.xml and send the HOMES reservation again. Never send a practice file to DOE.

Expected

It shows as updated information, Received for staff review.

Sample file

homes-8unit-pass.buildingsync.xml

Blocked by contractor #122.

← P4-HOMES-CORRECT-BS-03 P4-HOMES-CORRECT-BS-05 →

Do this

Check the new file against DOE rules.

Expected

Passed, as BuildingSync. Approve turns on.

Sample file

homes-8unit-pass.buildingsync.xml

Blocked by staff #283.

← P4-HOMES-CORRECT-BS-04

Do this

Start a HOMES project with the 4-unit building's code, confirm the building, and upload homes-4unit-low-savings.xml. Never send a practice file to DOE.

Expected

The file passes DOE's rules. Modeled savings reads 19.4 %.

Sample file

homes-4unit-low-savings.xml

Unblocked by contractor #82 — please retest.

P4-HOMES-DENY-LOW-02 →

Do this

Read Items for staff to review.

Expected

It says the file's modeled savings are below the HOMES threshold (20%; 19.5% rounds up). Sending is not blocked.

Sample file

homes-4unit-low-savings.xml

Unblocked by contractor #82 — please retest.

← P4-HOMES-DENY-LOW-01 P4-HOMES-DENY-LOW-03 →

Do this

Explain "Owner may add wall insulation later" and send the HOMES reservation.

Expected

A receipt shows Received for staff review.

Unblocked by contractor #82 — please retest.

← P4-HOMES-DENY-LOW-02 P4-HOMES-DENY-LOW-04 →

Do this

On the live staff portal, open Applications, then Contractor HOMES and HEAR requests, and open this HOMES reservation.

Expected

The 19.4% savings is flagged, with the contractor's explanation.

Blocked by staff #283.

← P4-HOMES-DENY-LOW-03 P4-HOMES-DENY-LOW-05 →

Do this

Deny the reservation with the reason "Savings below 20%".

Expected

The denial saves with its reason.

Blocked by staff #283.

← P4-HOMES-DENY-LOW-04 P4-HOMES-DENY-LOW-06 →

Do this

Open the project on the contractor portal.

Expected

The HOMES reservation shows Not approved and the reason.

Blocked by staff #283.

← P4-HOMES-DENY-LOW-05 P4-HOMES-DENY-LOW-07 →

Do this

As the test owner, open the building's project.

Expected

It shows Not approved and the reason, in plain words.

Unblocked by contractor #82 — please retest.

← P4-HOMES-DENY-LOW-06

Do this

Start a HOMES project with the 4-unit building's code, confirm the building, and upload homes-4unit-wrong-building.xml. Never send a practice file to DOE.

Expected

Items for staff to review says: Unit count differs: the customer has 4; the file has 12.

Sample file

homes-4unit-wrong-building.xml

Unblocked by contractor #82 — please retest.

P4-HOMES-DENY-BLDG-02 →

Do this

Explain "File is for the neighboring building" and send the HOMES reservation.

Expected

A receipt shows Received for staff review.

Unblocked by contractor #82 — please retest.

← P4-HOMES-DENY-BLDG-01 P4-HOMES-DENY-BLDG-03 →

Do this

On the live staff portal, open Applications, then Contractor HOMES and HEAR requests, and open this HOMES reservation.

Expected

The unit-count difference and the explanation show together.

Blocked by staff #283.

← P4-HOMES-DENY-BLDG-02 P4-HOMES-DENY-BLDG-04 →

Do this

Deny the reservation with the reason "Energy model is for a different building".

Expected

The denial saves with its reason.

Blocked by staff #283.

← P4-HOMES-DENY-BLDG-03 P4-HOMES-DENY-BLDG-05 →

Do this

Open the project on the contractor portal.

Expected

The HOMES reservation shows Not approved and the reason.

Blocked by staff #283.

← P4-HOMES-DENY-BLDG-04 P4-HOMES-DENY-BLDG-06 →

Do this

As the test owner, open the building's project.

Expected

It shows Not approved and the reason, in plain words.

Unblocked by contractor #82 — please retest.

← P4-HOMES-DENY-BLDG-05

Do this

As the test owner, open the project approved in P4-HOMES-APPROVE.

Expected

Its status history shows each change: sent to the program, then approved.

Unblocked by contractor #82 — please retest.

P4-HOMES-OWNER-02 →

Do this

Open the project's documents.

Expected

The proposal you signed is there, with the date you signed it.

Blocked by customer #113.

← P4-HOMES-OWNER-01 P4-HOMES-OWNER-03 →

Do this

Look for the energy model file's contents and staff's review tick list.

Expected

Neither is shown to you. You see the status and your own documents only.

Blocked by customer #113.

← P4-HOMES-OWNER-02

Do this

Run the documented cleanup for this phase's practice records (customer portal docs/practice-customers.md, Teardown), and record the before and after counts.

Expected

Every record this phase made is removed or labeled Test, including the 8-unit practice buildings. Staff lists and exports no longer show it as real.

Unblocked by customer #106 — please retest.