Illinois Mandatory Compliance Requirements B - Individual Sales Rep Certification & ID Number

Details on mandatory requirements to maintain compliance in Illinois and maintain Alchemy Access

The state of Illinois and SRECTrade has stringent requirements for compliance. All sales reps working in Illinois are required, without exception, to strictly adhere to marketing and compliance standards.

The below are minimum requirements to maintain active status with the program and maintain your Alchemy access in Illinois. Palmetto holds a zero-tolerance policy for violators-- breach of compliance constitutes immediate removal of ID # and Alchemy access. Members who bypass compliance processes and sell in Illinois will have their deals rejected, and full access revoked without exception. 

These requirements must be completed by all individual sales reps. All company owners must also complete compliance requirements A for their company. 

Marketing Compliance Form

1. Scroll down to the bottom of this page and download the attachment
2. Review and e sign or sign/scan a copy of the document 
3. Complete the remaining steps and submit via this form when all compliance steps are fully completed. 

Background Check 

1. Go to: www.sentrylink.com
2. Order and complete the background check online. 
3. Take a screenshot or photo of the receipt- Palmetto does not need the results, only the receipt confirmation. 
4. Complete the remaining steps and submit via this form when all compliance steps are fully completed. 

Illinois Shines Brochure

1. Copy must be presented to client at all appointments. 
2. Click here, or scroll to the bottom of this page, to download PDF copy.

ID Badge: 

1. Must be worn during all appointments 
2. Members are required to have ID badges created at their or their company's expense.
3. Must have:  Individuals full name, photo, company name/logo, and SRECTrade ID Number (assigned after successful compliance certification)
4. Sample below 

Reference and study material:

1. Click  here to review exam materials. 
2. Members have only two attempts to gain certification, so a modicum of study time is recommended. 

Compliance LMS Exam 

1. Click here to access the exam. Login to Palmetto Academy using your same Alchemy portal credentials.
2. Score (100%) to pass. Users have two chances to pass. Please budget at least 15 minutes for the final exam. Study time is highly recommended.

Once all compliance items are completed, submit results and request an ID number via the below link. Palmetto reviews submissions on a weekly basis. 

Upon successful certification, Palmetto will provide each member with a unique ID number in order to finalize your ID badge and begin selling. 

a) Is Palmetto an Approved Vendor?

-- No, Palmetto is not. Palmetto is an approved referrer, of SREC Trade. SRECTrade is the approved vendor.

b) Does ComEd run the background checks?

No, background checks, ID numbers, and all other materials have nothing to do with the utility. The Utility has nothing to do with the sales process at all. Do not invoke ComEd in any marketing materials, sales, or otherwise related materials.

c) Do I have to present homeowners with the Illinois Shines brochure at first in-person contact?

-- Yes, this is required, without exception, for all appointments. A print copy can be presented, or via full PDF follow up in email (note: this means a hard PDF copy, not a link).

d) Is Palmetto a certified installer?

Yes. Certified Installer  DG # is 18-1181.

e) How long does it take to get an ID Badge Number once compliant?

Palmetto will typically provide ID Badges within 2-3 business days. However, the final timeline is ultimately determined by the Approved Vendor, SRECTrade.