Palmetto Finance Newsfeed

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.

The Update: New details & optionality are available for Texas solar + storage customers.

• Now Two Plan Options: Higher buyback rate for larger systems that export more energy or Lower base fee for customers who consume most of their solar production on-site.
• Deliver value: $4/kWh per month of battery capacity, no caps, credited to account.
• Deliver savings: 15% off their grid power (Energy charges) until PTO.

The How: All TX LightReach customers must enroll in or select to opt out of a plan in order to reach NTP. No hardware or home visits required:

1. See the offer within LightReach
2. Or click “View Rate Plan” once logged into home.palmetto.com
3. Sign up in minutes

For more information, contact your LightReach / Palmetto relationship manager, reach out to PalmettoEnergy@poweredbylight.com or read more on the LightReach Knowledge Base

The First Update: Energy Backup program is now live in 5 New States

• Utah, Hawaii, New Hampshire, Maine, and Rhode Island
• Click to View: Energy Backup: Active Utilities

The Second Update: SolarEdge Nexus was added to our Energy Backup AVL

• Click to View: Energy Backup AVL

SolarEdge will be hosting an upcoming training from 7/8 through 7/10 to get installers certified for the Nexus product. Partners in California can register for this event here.

ICYMI: Effective June 1, 2026, the date of receipt of a 'Bulk Invoice' must be within 90 days of date of M1 submission.

The Details: Third Party Invoices are an existing requirement on all Solar M1 Installation submissions, but we've tightened the parameters for Bulk Invoices.
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​More Info: Solar Energy Plan: Installation (M1) Checklist | Palmetto Installer Guides
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New Jersey:

Effective immediately (06/15/26), New Jersey projects are only required to provide proof of ADI submission at M1. Conditional approval is no longer required and the process has temporarily reverted to the pre-March 1, 2026 requirement.
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Please note that projects must still complete conditional registration and receive final ADI acceptance by M2. Failure to satisfy these requirements may result in Palmetto clawing back the full incentive amount. Link: HERE

Illinois:

Effective ummeadiately (6/15/26), all Illinois projects must meet the required Volt-Var settings and Illinois DG Rebate requirements as outlined in the KB article. Compliance with these requirements must be verified and submitted at M1.

• Projects that do not meet these requirements will be subject to rejection at M2, and LightReach will begin rejecting Illinois projects that do not meet the Illinois DG Rebate requirements.

To avoid project rejections and delays, all teams submitting Illinois projects must ensure compliance with the incentive requirements outlined in the M1 Incentives KB article before submission.

The Update: ICYMI, we’re officially live with Water Heaters under the Comfort Plan program.

• EPCs can now offer Water Heater installations through the Comfort Plan program
• Standard Comfort Plan underwriting requirements apply, with specific requirements for Installation (M1)
• Program details and installation guidance are available in the Comfort Plan Knowledge Base

Battery Settings and Operational Modes Reminder:

• California NEM 3 utilities must follow the OEM preset modes for NEM 3 (Effective 1/1/2026)
• California NEM 3 customers must have the NEM 3 eligible rate plan selected (Effective 1/1/2026).
• These M2 requirements are required for approval; incomplete or incorrect submissions will be rejected.
• More info Here