Tests

Do this

Choose an IRA staff tester account with access to both live portals.

Expected

Both portals admit the tester; an ordinary customer cannot open staff review screens.

PRE-02 →

Do this

Prepare three separate made-up multifamily building identities labeled APPROVE, DENY and CORRECT.

Expected

Each case has a different building and a unique name or address that can be matched in both portals.

← PRE-01 PRE-03 →

Do this

Prepare harmless sample documents without real names, income or account numbers.

Expected

The files can be uploaded for testing without exposing a real person’s information.

← PRE-02 PRE-04 →

Do this

Check that the live new-customer entry and confirmation email work.

Expected

A new test customer can create an account, confirm its email and sign in; otherwise mark later sign-up steps Blocked.

← PRE-03 PRE-05 →

Do this

Check that staff can save a live building decision and issue a building code.

Expected

A maintainer has cleared staff portal #186 with a successful live check; otherwise mark decision steps Blocked.

Unblocked by customer #108 — please retest.

← PRE-04 PRE-06 →

Do this

Record the tester name and a case ID for each building.

Expected

Every completed row can be traced to one tester and one building without using real personal details.

← PRE-05 PRE-07 →

Do this

Use Yes for a step that worked, No for a tried step that failed, and Blocked for a step you could not try.

Expected

Failed and unavailable steps are not reported as passes.

← PRE-06 PRE-08 →

Do this

Arrange removal of the three made-up accounts, buildings and uploaded samples after the testing round.

Expected

The responsible person and cleanup plan are recorded before testing begins.

← PRE-07

Do this

Open the live portal’s new multifamily customer path in a fresh browser session.

Expected

The page identifies the multifamily owner path and offers account creation.

APPROVE-02 →

Do this

Create a new account with an invented name and a unique test email for this case.

Expected

The portal accepts the account request and tells the customer how to confirm the email.

← APPROVE-01 APPROVE-03 →

Do this

Open the confirmation email and complete its link.

Expected

The account becomes active and the customer reaches the portal signed in.

← APPROVE-02 APPROVE-04 →

Do this

Sign out, then sign in again with the same test account.

Expected

The same account opens and any saved property remains available.

← APPROVE-03 APPROVE-05 →

Do this

Add a named multifamily property and one building with at least four occupied units.

Expected

The property, building and occupied-unit count appear under the test account.

← APPROVE-04 APPROVE-06 →

Do this

Use one permitted income-proof route and upload the harmless sample document for enough units.

Expected

The building shows the documents and the number of occupied units still needed for review.

← APPROVE-05 APPROVE-07 →

Do this

Review the building’s progress and open its Sign and send step.

Expected

The page states what is ready, names any missing proof and asks who is signing.

← APPROVE-06 APPROVE-08 →

Do this

Sign and send this building for income review.

Expected

The building says it was sent to program staff and normal edits are locked during review.

← APPROVE-07 APPROVE-09 →

Do this

Sign in to the live staff portal and find this building’s Multifamily Income Qualification.

Expected

The record matches the test account, building and submitted status; it is not another case.

← APPROVE-08 APPROVE-10 →

Do this

Open each sample attachment from the building’s review page.

Expected

The actual file opens for staff; seeing only its filename does not count as Yes.

← APPROVE-09 APPROVE-11 →

Do this

Confirm the required unit or housing-program proof and approve this building.

Expected

The decision saves as Approved and issues an LEA or MEA building code with an expiry date.

Unblocked by customer #108 — please retest.

← APPROVE-10 APPROVE-12 →

Do this

Return to the same building in the customer portal and refresh it.

Expected

The building says Approved and shows its code and valid-until date.

Unblocked by customer #108 — please retest.

← APPROVE-11 APPROVE-13 →

Do this

Compare the code prefix with the approved income tier.

Expected

A low-income result has LEA; a moderate-income result has MEA. A wrong prefix is No, even if a code exists.

Unblocked by customer #108 — please retest.

← APPROVE-12

Do this

Open the live portal’s new multifamily customer path in a fresh browser session.

Expected

The page identifies the multifamily owner path and offers account creation.

DENY-02 →

Do this

Create a new account with an invented name and a unique test email for this case.

Expected

The portal accepts the account request and tells the customer how to confirm the email.

← DENY-01 DENY-03 →

Do this

Open the confirmation email and complete its link.

Expected

The account becomes active and the customer reaches the portal signed in.

← DENY-02 DENY-04 →

Do this

Sign out, then sign in again with the same test account.

Expected

The same account opens and any saved property remains available.

← DENY-03 DENY-05 →

Do this

Add a named multifamily property and one building with at least four occupied units.

Expected

The property, building and occupied-unit count appear under the test account.

← DENY-04 DENY-06 →

Do this

Use one permitted income-proof route and upload the harmless sample document for enough units.

Expected

The building shows the documents and the number of occupied units still needed for review.

← DENY-05 DENY-07 →

Do this

Review the building’s progress and open its Sign and send step.

Expected

The page states what is ready, names any missing proof and asks who is signing.

← DENY-06 DENY-08 →

Do this

Sign and send this building for income review.

Expected

The building says it was sent to program staff and normal edits are locked during review.

← DENY-07 DENY-09 →

Do this

Sign in to the live staff portal and find this building’s Multifamily Income Qualification.

Expected

The record matches the test account, building and submitted status; it is not another case.

← DENY-08 DENY-10 →

Do this

Open each sample attachment from the building’s review page.

Expected

The actual file opens for staff; seeing only its filename does not count as Yes.

← DENY-09 DENY-11 →

Do this

Deny this building and enter a plain-language reason that the customer can act on.

Expected

The denial saves on this building and the staff record keeps the reason.

Unblocked by customer #108 — please retest.

← DENY-10 DENY-12 →

Do this

Return to the same building in the customer portal and refresh it.

Expected

The building says Not approved and clearly shows the reason for denial; no approval code appears.

Unblocked by customer #108 — please retest.

← DENY-11 DENY-13 →

Do this

Reopen the APPROVE building and compare its result.

Expected

The DENY decision did not change the separate APPROVE case.

Unblocked by customer #108 — please retest.

← DENY-12

Do this

Open the live portal’s new multifamily customer path in a fresh browser session.

Expected

The page identifies the multifamily owner path and offers account creation.

CORRECT-02 →

Do this

Create a new account with an invented name and a unique test email for this case.

Expected

The portal accepts the account request and tells the customer how to confirm the email.

← CORRECT-01 CORRECT-03 →

Do this

Open the confirmation email and complete its link.

Expected

The account becomes active and the customer reaches the portal signed in.

← CORRECT-02 CORRECT-04 →

Do this

Sign out, then sign in again with the same test account.

Expected

The same account opens and any saved property remains available.

← CORRECT-03 CORRECT-05 →

Do this

Add a named multifamily property and one building with at least four occupied units.

Expected

The property, building and occupied-unit count appear under the test account.

← CORRECT-04 CORRECT-06 →

Do this

Use one permitted income-proof route and upload the harmless sample document for enough units.

Expected

The building shows the documents and the number of occupied units still needed for review.

← CORRECT-05 CORRECT-07 →

Do this

Review the building’s progress and open its Sign and send step.

Expected

The page states what is ready, names any missing proof and asks who is signing.

← CORRECT-06 CORRECT-08 →

Do this

Sign and send this building for income review.

Expected

The building says it was sent to program staff and normal edits are locked during review.

← CORRECT-07 CORRECT-09 →

Do this

Sign in to the live staff portal and find this building’s Multifamily Income Qualification.

Expected

The record matches the test account, building and submitted status; it is not another case.

← CORRECT-08 CORRECT-10 →

Do this

Open each sample attachment from the building’s review page.

Expected

The actual file opens for staff; seeing only its filename does not count as Yes.

← CORRECT-09 CORRECT-11 →

Do this

Send this building back with one specific request for a correction.

Expected

The staff record shows Sent back and keeps the request tied to this building.

Unblocked by customer #108 — please retest.

← CORRECT-10 CORRECT-12 →

Do this

Return to the same building in the customer portal and refresh it.

Expected

The building says Sent back to you and shows what needs correction.

Unblocked by customer #108 — please retest.

← CORRECT-11 CORRECT-13 →

Do this

Make the requested change or replace the sample document.

Expected

The edit is allowed after send-back and the updated information appears on this building.

Unblocked by customer #108 — please retest.

← CORRECT-12 CORRECT-14 →

Do this

Sign and send this building again.

Expected

The updated building returns to staff review and customer edits lock again.

Unblocked by customer #108 — please retest.

← CORRECT-13 CORRECT-15 →

Do this

Reopen the same building on the staff portal.

Expected

Staff can see the new submission and the corrected information or replacement document.

Unblocked by customer #108 — please retest.

← CORRECT-14

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.

P1_5-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.

← P1_5-PREP-01 P1_5-PREP-03 →

Do this

Get one pre-loaded test customer from the import, with an email inbox you can open.

Expected

The customer's record already holds an approved income qualification with a code.

Blocked by customer #107.

← P1_5-PREP-02 P1_5-PREP-04 →

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.

← P1_5-PREP-03

Do this

Open the live customer portal in a fresh browser session and sign in with the pre-loaded email.

Expected

The portal knows the email and offers to set a password. It does not ask you to create an account.

Blocked by customer #107.

P1_5-SETUP-02 →

Do this

Follow the set-a-password link sent to that email and choose a password.

Expected

The password is accepted and you land in the portal, signed in.

Blocked by customer #107.

← P1_5-SETUP-01 P1_5-SETUP-03 →

Do this

Open your property without starting an application.

Expected

Your income qualification code and its expiry date show. You filled in no application.

Blocked by customer #107.

← P1_5-SETUP-02 P1_5-SETUP-04 →

Do this

Sign out, then sign in again with the new password.

Expected

Sign-in works and the same code and expiry date show.

Blocked by customer #107.

← P1_5-SETUP-03 P1_5-SETUP-05 →

Do this

On the live staff portal, find the same customer.

Expected

The account shows the same code and expiry date the customer sees.

Blocked by customer #107.

← P1_5-SETUP-04 P1_5-SETUP-06 →

Do this

In a fresh browser session, try to create a new account with the pre-loaded email.

Expected

The portal says an account already exists and offers sign-in. No second account is made.

Blocked by customer #107.

← P1_5-SETUP-05

Do this

Run the documented cleanup for this phase's test accounts, and record the before and after counts.

Expected

Every record this phase made is removed or labeled Test. Staff lists and exports no longer show it as real.

Unblocked by customer #106 — please retest.

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.

P2-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.

← P2-PREP-01 P2-PREP-03 →

Do this

Choose two made-up companies, labeled P2-APPROVE and P2-REFUSE, each with its own email inbox.

Expected

Each company has a unique name, address and contact email you can open.

← P2-PREP-02 P2-PREP-04 →

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.

← P2-PREP-03

Do this

Open the live contractor portal's registration in a fresh browser session and register P2-APPROVE.

Expected

The registration asks for the company, its contacts, its services and its documents.

P2-REG-02 →

Do this

Fill in every required field, upload harmless sample documents, and submit.

Expected

The portal confirms the registration was sent and shows it waiting for review.

← P2-REG-01 P2-REG-03 →

Do this

Open P2-APPROVE's email inbox.

Expected

An email confirms the registration was received.

← P2-REG-02 P2-REG-04 →

Do this

On the live staff portal, open Contractors and find P2-APPROVE's registration.

Expected

The registration shows its documents and its checks, including the Do Not Pay check.

← P2-REG-03 P2-REG-05 →

Do this

Open each sample document from the registration.

Expected

Each document opens.

← P2-REG-04 P2-REG-06 →

Do this

Tick "reviewed all documents" and approve P2-APPROVE.

Expected

The approval saves and the registration shows Approved, with your name and the time.

← P2-REG-05 P2-REG-07 →

Do this

Sign in to the live contractor portal as P2-APPROVE.

Expected

The company shows as approved and can start a project.

← P2-REG-06 P2-REG-08 →

Do this

Open P2-APPROVE's email inbox.

Expected

An email says the company is approved.

← P2-REG-07

Do this

Register P2-REFUSE the same way, with harmless sample documents.

Expected

The registration is sent and waits for review.

P2-REFUSE-02 →

Do this

On the live staff portal, refuse P2-REFUSE with a plain-language reason.

Expected

The refusal saves with its reason.

← P2-REFUSE-01 P2-REFUSE-03 →

Do this

Sign in to the live contractor portal as P2-REFUSE.

Expected

The company shows Not approved with the reason, and cannot start a project.

← P2-REFUSE-02

Do this

Sign in to the live contractor portal as a contractor pre-loaded from CLEAResult's approved list.

Expected

Sign-in works and the company is already approved. It was not asked to register again.

Do this

Run the documented cleanup for this phase's test accounts, and record the before and after counts.

Expected

Every record this phase made is removed or labeled Test. Staff lists and exports no longer show it as real.

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.

P3-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.

← P3-PREP-01 P3-PREP-03 →

Do this

As the test owner, open a building approved in Phase 1.

Expected

The building shows Approved, with its code and valid-until date.

Unblocked by customer #108, customer #106 — please retest.

← P3-PREP-02 P3-PREP-04 →

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.

← P3-PREP-03 P3-PREP-05 →

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.

← P3-PREP-04

Do this

On the approved building, find its building code.

Expected

The code is LEA- or MEA- plus ten digits, with its valid-until date.

Unblocked by customer #108 — please retest.

P3-CODE-02 →

Do this

On the live contractor portal, look up a building and type that code.

Expected

That building shows: its name, address and units. No other building or household shows.

Unblocked by contractor #96 — please retest.

← P3-CODE-01 P3-CODE-03 →

Do this

Type the same code in lower case and without the dash.

Expected

The same building is found.

Unblocked by contractor #96 — please retest.

← P3-CODE-02 P3-CODE-04 →

Do this

Type a made-up code of the same shape.

Expected

The portal says no building has that code. Nothing else shows.

Unblocked by contractor #96 — please retest.

← P3-CODE-03 P3-CODE-05 →

Do this

Type an expired code (staff can give you one).

Expected

The portal refuses it and says the code has expired.

Unblocked by contractor #96 — please retest.

← P3-CODE-04 P3-CODE-06 →

Do this

Start a multifamily project from the building you found.

Expected

The project is made and linked to that building.

Unblocked by contractor #96, customer #96, customer #97 — please retest.

← P3-CODE-05 P3-CODE-07 →

Do this

As the test owner, open the building again.

Expected

The contractor's project shows on the building.

Unblocked by customer #96, customer #97 — please retest.

← P3-CODE-06

Do this

Start a multifamily project with no building yet.

Expected

The project gets a PRJ- code and says it is waiting for the customer to link it. It cannot be submitted.

Unblocked by contractor #96 — please retest.

P3-INVITE-02 →

Do this

Email an invite for that project to the test owner's email.

Expected

An invite email arrives with a single-use link.

Unblocked by contractor #96, customer #96 — please retest.

← P3-INVITE-01 P3-INVITE-03 →

Do this

Open the invite link, sign in as the test owner, and link the project to the approved building.

Expected

The project shows on the building. The contractor's project shows as linked.

Unblocked by customer #96, customer #97, contractor #96 — please retest.

← P3-INVITE-02 P3-INVITE-04 →

Do this

Open the same invite link again.

Expected

The portal says the link has already been used.

Unblocked by customer #96, customer #97 — please retest.

← P3-INVITE-03

Do this

Run the documented cleanup for this phase's test accounts, and record the before and after counts.

Expected

Every record this phase made is removed or labeled Test. Staff lists and exports no longer show it as real.

Unblocked by customer #106 — please retest.

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.