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Anthony Martinez

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QUALIFIERS

  • Claims of unlawful actions and activities

  • Agreement violations

  • Customer privacy violations

  • Concerns involving Illinois Shines Program (A.K.A Adjustable Block Program)

  • False, unfair, or deceptive trade practices:

    • Statements that indicate systems are “free,” “at no cost,” or “$0”

    • Statements that consumer will no longer have a utility bill

    • Misrepresenting Federal Tax Credit eligibility

    • Statements that misrepresent details regarding the system or their financing agreement

    • Engaging in a sale with an individual whom, due to intellectual or linguistic challenges, would be unable to make informed decisions

    • Misrepresenting as the homeowner, or knowingly allowing an unauthorized party to conduct business on behalf of/as the homeowner

    • Allowing deceased, absent, or uninvolved parties to engage in an agreement

    • Falsifying permission-to-operate letters

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Important: A compliance issue is any violation or failure to adhere to laws, regulations, policies, or ethical standards that govern an organization's operations. The above list is not all-inclusive; if there is doubt on whether or not a matter requires Compliance’s involvement, please seek validation from Cassandra Mercado and Sabin Abad.

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Potential Additional Process Step:

If the installer is unresponsive, please also complete the standard process of notifying the installer’s Account Manager

ACTION

  • Collect and review relevant details of the job in Engine. This includes but is not limited to:

    • Comments/Milestone Feed

    • Contracts and Documents

    • If needed, DocuSign event details:

      • IP Addresses

      • Email Addresses

    • If needed, download and review the Welcome Call:

      • Note any odd interactions

      • Compare the voice to other voice interactions with the homeowner

  • Collect and review previous Support tickets

  • Request that the homeowner, if possible, provide supporting documentation or evidence that back’s their claim

  • Attempt to communicate with the organization’s “Homeowner Escalation Contact” to obtain their perspective on the matter

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