Program Help Guides and Application Tips

This page includes Program Help Guides and Application Tips and Tricks designed to help Vendors and their Designees successfully participate in  Illinois Shines. Click on a topic to view a resource, which include PDFs and videos. This page and these materials are revised as Program systems, processes, and the Program portal are updated.

These materials are designed to support all participating entities, regardless of project category that they participate in.  

For additional reference, interested entities may wish to review the Presentation Recordings and slide decks from the 2023-24 Program Year Mentorship Pilot Program which cover a range of topics including Program overview, REC contracting, project applications, ongoing Program requirements, Marketing best practices and consumer protection, and more. 

Disclosure Forms are an important consumer education tool that customers can use to understand key project information and to compare offers. In addition to these materials, the Disclosure Form Deep Dive tool is a helpful resource solar vendors may wish to review.

Topic Last updated
Creating Disclosure Forms in the Portal Between 10/15/24 and 12/31/24 (PDF) October 3, 2024
All Disclosure Forms — CSV Upload Guide (PDF) May 30, 2023
Errors in Filling Out Distributed Generation Disclosure Forms Walkthrough (Video) March 18, 2024
Manage Your Disclosure Forms (PDF) March 31, 2025
Distributed Generation Lease Walkthroughs
DG Lease Disclosure Form Walkthrough (PDF) May 30, 2023
DG Lease Disclosure Form Walkthrough (Video) May 31, 2023
Distributed Generation Purchase Walkthroughs
DG Project Purchase Disclosure Form Walkthrough (PDF) May 30, 2023
DG Project Purchase Disclosure Form Walkthrough (Video) May 18, 2023
Distributed Generation Power Purchase Agreement Walkthroughs
DG Power Purchase Agreement Disclosure Form Walkthrough (PDF) May 30, 2023
DG Power Purchase Agreement Disclosure Form Walkthrough (Video) May 31, 2023
Community Solar Disclosure Form Walkthroughs
Community Solar Disclosure Form Walkthrough (PDF) May 30, 2023
Community Solar Disclosure Form Walkthrough (Video) May 18, 2023

These resources support use of the Program portal  

TopicLast updated
How to Reset Your PasswordSeptember 27, 2022
Portal OverviewJuly 1, 2025
TopicLast updated
Part I Applications (DG and CS)March 31, 2025
Part II Applications (DG and CS)March 31, 2025
BatchingMarch 31, 2025

Application Tips & Tricks Blog

Application Tips and Tricks – Adding comments to the application overview may prevent many types of Need Info delays

Overview comments may be used to explain changes, relationships, and discrepancies. Examples include: Keep in mind that applications must still provide all necessary data in applicable fields. Overview comments cannot be used to circumvent Program or application requirements.

Application Tips and Tricks – Ensure a consistent vendor name is used when registering as a Program Designee

To prevent confusion, AVs and Designees must use a correct and consistent vendor name when registering as a Program Designee, applying for DG Installer ICC Certification, and/or completing applications. Additionally, the installer name (Designee) included in the application must be the same name that the installer used to register when

Application Tips and Tricks – Ensure battery schematics are included and complete to avoid application processing delays

For systems containing a battery, a battery schematic diagram must be submitted with the project’s Part II application. The Program reviews every battery schematic to verify it demonstrates that the system shall be electrically connected in a manner that ensures non-solar generated electricity used to charge the battery is not

Application Tips and Tricks – Complete separate Certified Transcripts of Payroll (CTPs) for each project, even if the projects are co-located

Prevailing wage is a minimum compensation level set by the Illinois Department of Labor (IDOL), by county, for construction activities related to public works. With the enactment of the Climate and Equitable Jobs Act, projects receiving incentives through Illinois Shines are classified as “public works” and therefore subject to the

Application Tips and Tricks – Have Your Documents in Order If You Submit an Appeal

An AV or Designee may appeal a decision or action of the Program Administrator or request an exception from particular Program guidelines due to extenuating circumstances. Appeals should be submitted on company letterhead and should include a rationale, and any necessary supporting information, documents, or communications. Appeals must be submitted

Application Tips and Tricks – Consider Creating New Disclosure Forms 

If an Approved Vendor is facing challenges in tracking down an original signed Disclosure Form or original Disclosure Form signature tracking pages, an option to satisfy the Disclosure Form requirements is to create a new Disclosure Form to submit for the application after the customer has re-signed.

For assistance within specific project categories, contact the dedicated Sector Strategist, listed here, or the Program Administrator team at [email protected]

Small Distributed Generation

Kaitlin Hogan, at [email protected]

Large Distributed Generation

Stellan Roberts, at [email protected] 

Community Solar (TCS & CDCS)

Jess Blue, at [email protected] 

Public Schools

Brian Keller, [email protected]

Equity Eligible Contractor

Conner Rettig, at [email protected]