Net Energy Metering Online Application Training · Net Energy Metering Applications nearly doubled...

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Green Power Connection™ Net Energy Metering Online Application Training Presented by: Marianne Mannschreck and Joshua Cadoret Date: March 14, 2016

Transcript of Net Energy Metering Online Application Training · Net Energy Metering Applications nearly doubled...

Page 1: Net Energy Metering Online Application Training · Net Energy Metering Applications nearly doubled in 2015 compared to 2014 • NEM Applications are projected to double again in 2016

Green Power Connection™

Net Energy Metering Online Application Training

Presented by: Marianne Mannschreck and Joshua Cadoret

Date: March 14, 2016

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Welcome

Historical Net Energy Metering Application Volume

Benefits of NEM Online Application to Customers and

Contractors

Planned Future Online Application Enhancements

NEM Online Application Process Workflow

Ready to Get Started?

Webcast Training Dates

Questions?

We support renewable energy and partner with our customers to ensure

safe and reliable interconnection of renewable energy into the electric grid.

March 14, 2016

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2015 NEM Application Volume Increased Sharply

March 14, 2016

March 14, 2016

Net Energy Metering Applications nearly doubled in 2015 compared to 2014

• NEM Applications are projected to double again in 2016

– Aggregated and community net metering programs

– Leasing programs and grants

– Association forecasts

o MDV-SEIA, SEPA

• To help our customers move through the NEM interconnection application process more quickly and efficiently we have created an online application portal

5,123 42%

1,847 15%

5,269 43%

Atlantic City Electric Delmarva Pepco

0

2000

4000

6000

8000

10000

12000

14000

2009 2010 2011 2012 2013 2014 2015

As of December 31, 2015

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Benefits of the NEM Online Application

March 14, 2016

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Benefits to Customers and Contractors

Improves the quality, speed and effectiveness of the Net Energy

Metering Application process

Intuitive and interactive process guides you step by step to

complete the application

Many pull-down lists and field validations for easy input

Online signature feature eliminates the need for physical

signatures

Upload attachments online — no need to email or snail-mail

supporting documents

Save paper and postage from printing and mailing hard-copy

applications

Self-service provides immediate updates on missing or inaccurate

information — no need to wait for returned emails or phone calls

March 14, 2016

March 14, 2016

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Benefits to Customers and Contractors

March 14, 2016

March 14, 2016

Automation quickly moves the application along to the next step in

the process

Automated data validation reduces application errors and missing

information

Monitor your application’s status 24/7 in near-real-time through a

personalized dashboard

Ability to see aggregated reports for all pending applications

submitted online by the contractor

New online contractor account includes ability to designate access

to multiple users

Online application portal is accessible from any internet

connection, including tablets in the field

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Online NEM Application Process Workflow

March 14, 2016

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Online NEM Application Process

The general online application submission process is:

Contractor logs in to the online application portal

Contractor completes the online application and uploads supporting documents,

then submits

Atlantic City Electric sends the customer an email advising the application is

ready for their online review and approval

Following the link in the email, customer logs in to Atlantic City Electric’s My

Account page

Customer clicks on the “Requested Work” icon in the upper left box

Customer reviews the application, agrees to the Terms and Conditions and the

application, and submits

The system calculates and sends the contractor an invoice for the application fee

The application proceeds through the approval steps. Customer and contractor

can log in and monitor progress through their personalized NEM Dashboard, 24/7

Contractor installs the system

Contractor logs in and completes Application Part 2

Customer logs in to My Account and approves Application Part 2

Atlantic City Electric completes final process steps and sends customer and

contractor an Authorization to Operate

March 14, 2016

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Online NEM Application Process Workflow

• First step: Contractors educate your customers in advance that soon

they will need to approve their NEM application through Atlantic City

Electric’s My Account

• As part of your customer sales and education, provide the customer

with this Customer Approval of NEM Applications guide —

downloadable or printable from www.atlanticcityelectric.com/gpc

March 14, 2016

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Where to Find the Customer Approval of Net Metering

Applications Guide

March 14, 2016

To view or download the

Customer Approval of

NEM Applications guide

www.atlanticcityelectric.

com/gpc

In the left Nav column,

the Publications link or

In the Frequently

Asked Questions

section

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Online NEM Application Process Workflow

March 14, 2016

To start a new application

online, contractors and self-

install customers will go to

atlanticcityelectric.com/gpc

• Follow the online

interconnection application

link, or

• In the Nav column, under Net

Metering and Small

Generator Interconnections,

select Apply for

Interconnection

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Online NEM Application Process Workflow

March 14, 2016

To start a new application

online, contractors will

either click Login — if a

returning user — or

Register if a first-time user

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Online NEM Application Process Workflow

March 14, 2016

To Login, contractor enters username and password. Or if you have

not yet registered, click Sign Up Now

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Online NEM Application: First-Time Users Create a New

Account

March 14, 2016

Contractor creates a username that

is between six and 25 characters

long

• It may contain upper and lower case

characters, numbers, and the following

special characters @ . _

Enter an email address

• This email will be used to receive

communications from us such as retrieval

of forgotten username or password or

password resets

Select Contractor from the Type of

Use drop down menu

Type the verification code

• Image verification is a security measure

used to prevent computer programs from

creating accounts

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Online NEM Application: Create a New Account

March 14, 2016

Click Get Access Code to continue

your registration process. The

system generates your access code

and sends it to the email address

provided on the previous screen

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Online NEM Application: Create a New Account

March 14, 2016

Check your email to retrieve your

access code

Return to the Create a New Account

screen and enter the access code

First-time users enter your

organization name

• Companies with multiple locations should

include a location in the organization

name to differentiate between sites, ex.

Solar Inc - Avon or Solar Inc - Belmar)

• The organization name has a 100

character limit

• Organizations can create logins for

multiple employees (Solar Inc Avon - Jerry

White, Solar Inc Avon - Jo Blue, etc.)

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Online NEM Application: Create a New Account

March 14, 2016

Read PHI Terms and

Conditions. Check the box

“I Agree to the Terms and

Conditions as stated”

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Online NEM Application: Create a New Account

March 14, 2016

Choose an authentication

image. Click Continue

• This image will be displayed

each time you log in, as an

additional security measure

to verify you are entering an

authentic PHI website

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Online NEM Application: Create a New Account

March 14, 2016

Choose security questions

and create answers for each

Click Continue

Registration is now complete

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Online NEM Application: Create a New Account

March 14, 2016

Contractor returns to Apply

Online screen at

atlanticcityelectric.com/gpc

and selects Login

Login and enter your

username

• Your security image will

appear to confirm you are

on an authentic, secure PHI

website

Enter your password and

click Continue

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Online NEM Application: New Application

March 14, 2016

After logging in, you will be

in the NEM Dashboard

view

Key features include:

• Search filters

• Tabs organize your

applications by status

• Expandable application

details

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Online NEM Application: New Application

March 14, 2016

To start a new NEM

application, click on the blue

tab labeled New

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Online NEM Application: New Application

March 14, 2016

Contractor selects a PHI

utility — Atlantic City

Electric, Pepco, or

Delmarva Power for the

premise location

Select a state for the

premise location

Select the type of

application — Initial or

Addition/Upgrade

Click on Next

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Online NEM Application: New Application

March 14, 2016

Contractor enters the Customer of

record’s legal name for the NEM

application

Fill in the mailing address —

street, city, state and ZIP Code

• Hint: use the customer’s name

and address exactly as listed

on the customer’s Atlantic City

Electric bill

Note the blue arrow near the top

of the screen indicating you are in

the Customer Info section of the

application

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Online NEM Application: Customer Information

March 14, 2016

Contractor enters the customer or

Authorized Agent’s telephone

number and email address

Fill in any alternate project contact

details — contact name, street, city,

state, ZIP Code, day and evening

telephone numbers, fax number and

email address

Click Next

• Next automatically saves any

information added

• Use Save if you have to log out

before completing an application in

its entirety

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Online NEM Application: Customer Information

March 14, 2016

Contractor enters the Facility

street information

• Use the Unit No box to

indicate if there is a

quadrant (ex. 701 9th

Street NW)

• In cases where there is a

unit number AND a

quadrant, enter both in the

unit box (ex. NW, #104)

Enter city, state, ZIP, nearest

cross street

Use information from a prior

Atlantic City Electric bill to

enter the utility account

number, meter number,

energy supplier, and current

energy consumption

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Online NEM Application: Level and Estimated Service Date

March 14, 2016

In the Requested Procedure

section, contractor selects

which application level is

appropriate for this

interconnection request

The online portal currently

only processes Net Meter

generation

• Contractors seeking

Cogeneration and Small

Power Production should use

the appropriate paper

application forms

Select the estimated

commissioning service date

Click Next

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Online NEM Application: Confirm Facility Address and

Atlantic City Electric Account Number

March 14, 2016

Contractor reviews the

facility address and Atlantic

City Electric account

number for that address

• If you need to change any

information, select No

• If all the information is

correct, re-enter the

Atlantic City Electric

account number for the

facility address and select

Yes Confirm

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Online NEM Application: Confirm Facility Address and

Atlantic City Electric Account Number

March 14, 2016

Contractor chooses an

Energy Source, Prime Mover,

Nameplate Rating (kW),

Nameplate Voltage (Volts)

If applicable, enter the Open

Circuit Voltage and the Rated

Current (Amps)

If applicable, enter the Short

Circuit Current (Amps)

Enter the Generator (or PV

Panel) Manufacturer, Model #

and Rating

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Online NEM Application: PV System Information

March 14, 2016

If PV panels will be used, fill in

the Type of Tracking, and the

Shading Angles at East, South,

and West (separated by

commas)

Enter the AC System Design

Total Capacity (in kW and kVA)

Choose Inverter Type

• Enter Inverter Manufacturer,

Model # and Rating — for more

than one, enter all in the same

field, separated by a comma

• Enter Ampere Rating and number

of inverters

• Enter AC Inverter Total Rating

(kW)

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Online NEM Application: System Information

March 14, 2016

Enter Nominal Voltage Rating (VAC),

Nominal DC Voltage (VDC), Efficiency

percentage, Power Factor percentage,

and Frequency (Hz)

Select whether inverter is utility-

taggable, lockable, and has an

accessible disconnect

Indicate whether one-line diagram and

site plans are ready to attach

Indicate whether you plan to export

power

Enter the Estimated Gross Annual

Energy Production (kW)

Confirm the inverter is IEEE1547 and

UL1741 certified

Indicate if transformer is customer-

owned and primary service is from

Atlantic City Electric (rare)

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Online NEM Application: System Information

March 14, 2016

Indicate whether equipment is

owner (customer) installed

Enter Contractor contact

information — Company name,

street address, city, state, and ZIP

Code

Provide contractor contact

person, day and evening phone

numbers, fax number and email

address

• Note that most fields, including email

are required

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Electrical Contractor Information

March 14, 2016

Indicate whether the electrical

contractor is the same or different

from the equipment contractor

List the Electrical Contractor company

name, address, city, state, ZIP Code

Enter the Electrical Contractor contact

name, day and evening telephone

numbers, fax and email address

Provide the Electrical Contractor’s

license number

Indicate whether the license is active

Indicate whether the small generator

facility is eligible for net metering

Select Next

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Attach Supporting Documents

March 14, 2016

Attach the Site Plan

Attach the One-Line Diagram

Attach the Aggregated NEM application (if

applicable)

Attach the Generator Nameplate and

Manufacturer Specification Sheet (if

applicable)

Attach the new construction usage

calculator (if applicable)

Attach the Manufacturer’s Cut Sheet

Attach any other relevant documents

Select Next

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Review Interconnection Application

March 14, 2016

Review each section’s

information

If edits are needed, use the

green navigational arrows to

move to that section of the

application

Click the “Down” and “Up”

arrows to open and close the

field, review the information,

and close the field. Then

select the next category of

information to review.

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Contractor Reviews Attachments

March 14, 2016

Review attachments

If edits are needed, use the green

navigational arrows to move to that

section of the application

The system automatically calculates

and displays any application fees

owed

If everything is correct, click on

Submit to Customer

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Contractor Submits Application to Customer for Review

March 14, 2016

Once you have clicked Submit

to Customer, you will see a

popup box asking you to

confirm you are ready for the

application to be sent to the

customer

• Click Confirm

The system automatically

generates an email to the

customer (contractor will be

copied) indicating an

application and agreement are

ready for their review and

electronic signature

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Application Ready for Review Email to Customer

March 14, 2016

The customer

receives an email,

indicating an

application and

agreement are

ready for their

review and

electronic

signature

The email has a

link and

instructions on

how to access the

request through

My Account

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Customer My Account Sign-In

March 14, 2016

Customer clicks the link in their

email that takes them to My

Account

Customer enters their My

Account user name, verifies

their security image is correct,

enters their password and

clicks Continue

Customers who have not yet

set up their My Account will

need to register

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Customer My Account Registration

March 14, 2016

OR

On www.atlanticcityelectric.com follow the Register Now steps.

Have your last Atlantic City Electric bill at hand

Establishing My Account does not mean a customer is signing up for

paperless billing, although this is one of the services available in

My Account

• Customers who decline to set up a My Account cannot proceed with an online

application — the contractor must complete and submit a paper application

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Customer My Account Registration

March 14, 2016

Customer

clicks the link

in their email

that takes

them to My

Account

Customer

clicks

Requested

Work to view

their NEM

Application

Part I

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Customer NEM Dashboard: Pickup Requested Work

March 14, 2016

Customer clicks on

the Pending tab

Click Pickup to

review your NEM

application and

agreement

Click History to see all

details of your

application

To view and or print

your application, select

View and Print

To delete an application,

select Delete

• Caution — deleted

applications cannot be

retrieved

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Customer NEM Dashboard: Pick Up Requested Work

March 14, 2016

Customer reviews all sections of

your application. If something

looks incorrect, you cannot

make changes to the application

— you’ll need your contractor to

make modifications

• Contact your contractor

immediately to discuss the issues

• To send the application back to

your contractor for changes, click

Return to Contractor

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Customer Signs Application

March 14, 2016

If Customer agrees with the

application, read and agree to

the Terms and Conditions

Customer electronically signs

the NEM Interconnection

Application Part I

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Customer Submits NEM Application Part I

March 14, 2016

Customer electronically signs the

Interconnection Agreement, reads

and agrees to the Terms and

Conditions

Customer clicks OK on the “I

Agree” pop-up window

Click Submit

Click Confirm on the “Confirm

Submit” pop-up window

The date the Customer signs and

submits the online application is

Atlantic City Electric’s Receipt

Date

• After that date, Atlantic City Electric has

3 business days to acknowledge the

application receipt

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Atlantic City Electric Reviews the Application Part I

March 14, 2016

Atlantic City

Electric’s Green

Power Connection

Team reviews the

signed NEM

Application Part I

for completeness

GPC sends an

Acknowledgement

of Receipt email to

the Customer and

Contractor

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Contractor Pays Application Fee

March 14, 2016

The system calculates and

sends the Contractor an invoice

for any application fees

Contractors can pay their

invoices by credit card or bank

debit through Speedpay, or by

mailing in a check with the

invoice

• Access Speedpay at

atlanticcityelectric.com/specialbilling

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Atlantic City Electric Engineering Review

March 14, 2016

Atlantic City Electric

Engineering teams

access the NEM

Application Part I

and review it for

feasibility

GPC sends the

contractor and

customer an

Approval to Install

or a Screening

Result listing the

conditions required

for approval

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Contractor Installs Equipment

March 14, 2016

Contractor installs the

equipment and obtains

Electrical Inspection Certificate

indicating “Solar” or “PV”

Contractor signs in to the portal

In the Pending tab, select the

appropriate application and

click Complete Part 2

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Contractor Completes NEM Application Part 2

March 14, 2016

Fill out the NEM Application

Part 2 Certificate of Completion

and review for accuracy

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Attach Application Part 2 Documents

March 14, 2016

Attach the Inspection Certificate

• Ensure the certificate indicates

“Solar,” “PV,” “Wind,” etc.

Attach the As-Built documents, if

applicable

Attach any other documents and

click Submit to Customer

A pop-up window appears asking

“Are You Ready to Submit to

Customer?”

Click Yes Confirm

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Application Part 2 Ready for Customer Review

March 14, 2016

Atlantic City Electric

sends the customer

an email informing

them Application

Part 2 is ready for

review and

approval

Customer clicks on

the link in the email

and signs into My

Account

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Customer Reviews Application Part 2

March 14, 2016

Within My Account, customer

clicks on the Requested Work

icon to view their NEM

Application Part 2

Customer clicks Pick Up Part 2

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Customer Reviews Application Part 2

March 14, 2016

Customer reviews NEM Application Part 2 in

its entirety including:

• Customer Information

• Facility Information

• System Information

• Contractor Information

• All Attachments

Customer signs the

NEM Application,

selects I Agree to

indicate agreement

to Terms and

Conditions, and

clicks Submit

The Application Part

2 proceeds to

Atlantic City Electric

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Customer Reviews Application Part 2

March 14, 2016

Atlantic City Electric

reviews the NEM

Application Part 2

If it passes final review,

Atlantic City Electric

schedules the NEM meter

exchange and emails the

customer an

Authorization to Operate

Congratulations!

Customer can begin using

their generation system as

soon as they receive the

Authorization to Operate

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What if Customer Doesn’t Want to Use My Account?

March 14, 2016

We hope contractors and

customers are convinced of

the benefits of the online

application process

If My Account cannot be

used, contractor will need to

submit a paper application

• While paper applications are still

accepted there are downsides

compared to online applications

• Manual applications mean

slower processing, and the

potential for errors and

incomplete applications

• Contractors cannot monitor

application status through an

online NEM Application

dashboard

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Planned Future Online Application Enhancements

March 14, 2016

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Future Online Application Enhancements

March 14, 2016

While the initial version of the NEM online application is very

robust, we will add more features and enhancements over

the next several months, including:

Automated data fill and additional validation

On-demand online payments • Meanwhile you can continue to pay NEM application fees

through Speedpay at atlanticcityelectric.com/specialbilling

or by mailing in a check with your invoice

Other usability enhancements and features

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New Information on AtlanticCityElectric.com/gpc

March 14, 2016

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Education: Is Solar Right For You?

March 14, 2016

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Education: Is Solar Right For You?

March 14, 2016

New tool that allows

customers to evaluate

various options for solar

projects

Enter a specific address

for granular results

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62

Interactive

Type in premise address

Red – interconnection not

available

Orange – interconnection

available for systems

up to 50 kW

Yellow – interconnection

available for systems

up to 250 kW

Interconnection may be

accommodated with system

upgrade at developer’s or

customer’s expense

Education: Restricted Circuit Map

www.AtlanticCityElectric.com/gpc

March 14, 2016

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63

Acceptable Inverters List

March 14, 2016

In most cases, inverters that comply with IEEE 1547 and UL 1741

will be acceptable for interconnection

For more information contact our

Green Power Connection Team

www.atlanticcityelectric.com/gpc

[email protected]

(866) 634-5571

(856) 351-7523 (fax)

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64

Educational Materials: Publications

March 14, 2016

All PDFs can be printed

from

AtlanticCityElectric.com/gpc

Request brochures

from

NEMEducation@

pepcoholdings.com

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65

Training Dates

March 14, 2016

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Additional Training Dates

Atlantic City Electric Webcasts: Register at

atlanticcityelectric.com/gpc

• 3 p.m. Thursday March 17

• 12 p.m. Monday April 4

• 3 p.m. Thursday April 7

Delmarva Power Webcasts: Register at delmarva.com/gpc

• 12 p.m. Monday March 21

• 3 p.m. Thursday March 24

• 12 p.m. Monday April 11

• 3 p.m. Thursday April 14

Pepco Webcasts: Register at pepco.com/gpc

• 12 p.m. Monday March 28

• 3 p.m. Thursday March 31

March 14, 2016

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67

Ready to Get Started?

March 14, 2016

Apply online at www.AtlanticCityElectric.com/gpc

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See the wealth of information available at

www.atlanticcityelectric.com/gpc

Read additional FAQs on the GPC website

Tell friends and neighbors about these webcasts • Also offered in Delmarva Power and Pepco

Contact us Green Power Connection Team

www.atlanticcityelectric.com/gpc

[email protected]

(866) 634-5571

How Can I Learn More?

March 14, 2016

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69

Questions?

Email questions to [email protected]

March 14, 2016