Multifamily HEAR Project

The steps

From HEAR - MF - Qualifying Procedure and HEAR - MF - Custom App Entry Procedure, from IRA_RnD focus_reference_docs at 373b4ca, in the procedure's order. Every step is on this one application.

1. Reservation review Not started
   0 of 17 checks answered.
   Who: CLEAResult. Where: The HEAR reservation checklist on this application (#47).
   Procedure: Reservation Qualification: Documents Required at Reservation, Preapproval Document Review
2. Measure qualification and caps Outside this portal
   Not in this portal. It is worked on the desktop review calculator; pre-approval and payment review both show it as a check the portal cannot make.
   Who: CLEAResult. Where: Not in this portal. It is worked on the desktop review calculator; pre-approval and payment review both show it as a check the portal cannot make.
   Procedure: Measure Qualification; Program Capping Checks; QEP Rules and Limitations
3. Pre-approval Not started
   Not started.
   Who: CLEAResult, then Aptim. Where: Pre-approval's two reviews (#33), without the HOMES post-inspection rule. Their screens have been switched off since #52, for HOMES as well; until they return, a pre-approval cannot be recorded here, and the redemption review, which needs one, cannot be passed.
   Procedure: Custom App Entry: Pre-approval QC, Admin Review, Finalizing Pre-Approval
4. Offer letter Outside this portal
   Not in this portal. It is generated from SPECTRUM once both approvals are done; the signed copy is checked at redemption.
   Who: CLEAResult. Where: Not in this portal. It is generated from SPECTRUM once both approvals are done; the signed copy is checked at redemption.
   Procedure: Application Preapproval: “the offer letter can be generated”
5. Change orders and extension requests Not started
   The contractor has sent no change or extension request.
   Who: CLEAResult. Where: The contractor's requests, decided on this application's Reservation changes card (#123).
   Procedure: Change Orders and Extension requests
6. Final document review Not started
   Not started.
   Who: CLEAResult. Where: The redemption review, against the HEAR list (#37).
   Procedure: Redemption Qualification: Final Document Review, Quality Installation Tool, Final Invoice, Offer Letter, Combustion form, Desktop Review
7. Payment review Not started
   Not started.
   Who: Aptim. Where: The payment review, against the HEAR list (#38).
   Procedure: Custom App Entry: “Submit for Payment Review”; HEAR Payment Reviews
8. Paid Not started
   No payment recorded from SPECTRUM. Approved for payment is not paid.
   Who: Whoever records SPECTRUM payments. Where: Rebate payments (#115). Approved for payment is not paid.
   Procedure: Recorded from SPECTRUM

HOMES rules not used here

• The $40,000 post-inspection flag. A HOMES pre-approval rule. The HEAR procedures set no such threshold.
• The 19.5% savings floor and the DOE file comparison. HEAR rebates are per measure, not per percentage saved.
• The HOMES measure picker (#32). HEAR's measure rules are its own Measure Qualification section, not a savings band.
• The HOMES offer letter (#34). Written from the HOMES template. A HEAR offer letter comes from SPECTRUM.
• The combustion safety sampling chart. The HEAR procedure allows sampling units but gives no chart.
• The energy savings report, audit report and HPXML or BuildingSync file. HOMES completion documents. HEAR's are the final invoice, the combustion form, the signed offer letter and the QI documentation.
• The Asset Score and Audit Template comparison. HEAR has no modeled reports to compare.
• HOMES's contractor spot-check. Not in any HEAR payment review document.
• The single-family $14,000 and $500 per-site caps. Single-family caps. A multifamily HEAR project's caps are per measure, and for QEP $500 per unit and $2,000 per property and per account.

The contractor's final payment request

No final payment request from the contractor portal is on this application yet. That is not proof the route works end to end: a multifamily HEAR submission comes from the contractor portal (Contractor #54), and until one arrives the handoff below has not been exercised.