Palmetto Finance Newsfeed

Texas New Utility: Austin Energy

• Austin Energy will go live in key utilities on 9/1/26

Texas Policy Update: New State Regulations in Effect from 9/1/26

• [A] All sales reps must register w/ TDLR
• [B] All sales organizations must register w/ TDLR
• [C] All consumers must be presented w/ state's BROCHURE 24 hrs before contract signing
• [D] All consumers age 65+ must wet sign state's DISCLOSURE, w/ copy required at M1.
• [E] All contracts will be countersigned by registered sales rep affirming item [C} was executed in accordance w/ state law.

The above represents quick hits on the requirements. Additional org level paperwork may be required at a later date. For a deeper dive, view details at help.palmetto.finance here.

Colorado Policy Update: New State Requirement in Effect from 9/1/26

• Formal recorded Welcome Call must be conducted w/ all consumers prior to or within (2) days of the contract signing.
• The call must feature [A] All standard criteria, plus [B} Confirmation that PV systems without backup batteries will not provide backup power & [C] Explicitly state the consumer's right to cancel without penalty within (10 days) after contract signing.

• The Update: As of 8/17/2026, projects installed with SolarEdge Home Hub Inverters must have the matching power-class SKU selected prior to M1 Milestone submission.

• The Details: Partners must select the specific SKU corresponding to the site’s set AC power rating. For example, if the AC power output is set to 7.6 kW, select the SKU USE11400H-USSKBEZ8 (7600) in the ITC/FEOC Calculator when submitting the Installation Package.

• Key Takeaway: The new SKU Requirement ensures precise monitoring and tracking of AC power output for SolarEdge Home Hub Inverters.

The Update: We're enhancing our Customer Payment Method setup process.

The Details: We are updating our ACH verification to Plaid Auth. This change improves instant verification rates and gives additional options for easily adding payment method,.

The Impact: An increased number of users will be able to link their bank account instantly, eliminating the need for a voided check.

The Timing: Updated system goes live mid September, 2026.

The Big Picture: Our policy has always prohibited second systems if they interfere with the value proposition of a customer's existing NEM. In some markets, this effectively eliminates second systems from eligibility.

The Update: We are firmly enforcing no second systems in Illinois (all utilities) from 8/3/26.

• Contract signed prior to 8/3/26: Installers can proceed w/ installation at their own risk. PLR will require an additional confirmation email from the utility confirming NEM for the property will not be disrupted.
• Contracts signed on/after 8/3/26: PLR will be enforcing a no-second-systems policy across the board in Illinois with no exceptions.

The Details: When a homeowner already has a NEM agreement, adding a second system can put their existing credits and billing setup at risk. Protecting the customer is our top priority, even if that means foregoing a new LightReach sale.

​The Program Recap: Battery storage is no longer a niche add-on. In 2023, 14% of new solar installs included a battery. By 2025, that number reached 40%. Customers are asking about it, and our program gives partners a solution.

The Highlights:

• Battery leasing means homeowners get backup power through a predictable monthly payment.
• Same Look & Feel as Solar Energy Plans - no upfront cost & long term coverage.
• Retro Opportunity - A new opportunity for yesterday's solar customers by offering them additional peace of mind with energy backup.

Enrollment: Authorized EPC admins can request program enrollment for your org via the support center chat. Click "Admin Support' to get started.

The Update: Dominion Energy has raised the residential solar capacity threshold for standby fees and demand charges from 15 kW AC to 20 kW AC. Systems under this new limit are now exempt from these additional charges.

​The Details: Dominion updated their Schedule 1 tariff on July 1, 2026. Palmetto LightReach is increasing our M1 package requirements for this utility to 20 kW AC effective immediately. This update applies to all Net New accounts and any active pipeline jobs. If you have in-progress customers who capped their designs at 15 kW AC to avoid fees, you can now safely redesign and upsell them up to the new 20 kW AC limit

​ Read More: Virginia - Dominion Energy 20 kW AC System Size Limit

​The Update: Palmetto has officially launched the Generator product! Our partnership with Generac makes reliable home backup power more accessible than ever.

Key Highlights:

• Worry-Free Coverage: The subscription includes the generator, protection, maintenance, and ongoing support - all bundled together.
• Easy to Quote & Sell: Integration with Solo coming soon, allowing contractors to quote, qualify, and complete agreements right at the kitchen table.

Want to Sell Generators?
Admin users of interested partners can enroll via support chat: Click Admin Support >>> Program Enablement to get started.

The Update: Palmetto is backing the launch of Recheck Certified, a new industry credential built on the existing Recheck ID system. Recheck Certification will be required in Illinois, Michigan, Pennsylvania, and Texas for all new sales from August 1st, 2026.

The Deets: To get Certified, reps must sign a universal code of conduct, pass an industry specific background check, and complete a sales ethics course. Most importantly, reps looking to get certified must be in good standing with Recheck.

The Impact: Certified will help financiers and installers vet high quality reps. And, it gives customers peace of mind that they're working with a Certified professional with a clean track record.

The Timing: Recheck Certified is available now through their website. Partners selling in IL, PA, and TX must be Certified starting August 1st, 2026. Additional states will be required later in 2026.

Added Design Platforms: Sunbase & BuildOn HQ

• The Update: Two new design and modeling platforms are becoming available for use for all Palmetto Lightreach Partners

• The Details: Each platform only requires one deliverable for submission, a Shade Report.

• Key Takeaway: Added options for production modeling and shade reports empowers partners to use what design tool works best for their organization structure. See the partner's websites for further details.

• Sunbase
• BuildOn HQ

The Update: Palmetto LightReach has completed their 2026 Install (M1) Photo Documentation Refresh!

• Highlighted a number of OEM requirements across the M1 milestone
• Revamped photo examples to add clarity to requirements
• Addressed common points of friction observed in the review process

Updated article found here

The Fine Print: No requirements are changing and review processing is not being affected, we are looking to share details that can help prevent rejections.