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Green Power Connection™

Net Energy Metering Online Application Training

Presented by: Marianne Mannschreck and Joshua Cadoret

Date: March 28, 2016

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Welcome

Historical Net Energy Metering Application Volume

Benefits of NEM Online Application to Customers and Contractors

NEM Online Application Process Workflow

Planned Future Online Application Enhancements

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

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2015 NEM Application Volume Increased Sharply

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

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As of December 31, 2015

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

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Benefits of the NEM Online Application

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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

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Benefits to Customers and Contractors

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

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Online NEM Application Process

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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

Pepco 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 Pepco’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

Pepco issues an Authorization to Install. Contractor installs the system

Contractor logs in and completes Application Part 2

Customer logs in to My Account and approves Application Part 2

Pepco completes final process steps and sends customer and contractor an

Authorization to Operate

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March 28, 2016

First step: Contractors educate your customers in advance that soon they will

need to approve their NEM application through Pepco’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.pepco.com/gpc

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Where to Find the Customer Approval of Net Metering

Applications Guide

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To view or download

the Customer Approval

of NEM Applications

guide

www.pepco.com/gpc

In the left nav

column, the

Publications link or

In the Frequently

Asked Questions

section

http://www.pepco.com/gpc

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To start a new

application online,

contractors and

self-install

customers will go to

pepco.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 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: Login or Register

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 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

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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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 -

Wilmington or Solar Inc - Baltimore)

• The organization name has a 100

character limit

• Organizations can create logins for

multiple employees (Solar Inc

Baltimore - Jerry White, Solar Inc

Baltimore - Jo Blue, etc.)

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Read PHI Terms and

Conditions. Check the box

“I Agree to the Terms and

Conditions as stated”

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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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Choose security questions

and create answers for each

Click Continue

Registration is now complete

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Contractor returns to

Apply Online screen

at pepco.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

After logging in, you

will be in the NEM

Dashboard view

Key features include:

• Search filters

• Tabs organize your

applications by

application status

• Expandable

application details

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To start a new NEM

application, click on

the blue tab labeled

New

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Contractor selects a PHI

utility — Pepco, Delmarva

Power or Atlantic City

Electric 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: Customer Information

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 Pepco 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

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: Facility Information 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

Pepco 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

In the Requested Procedure section,

contractor selects which application

level is appropriate for this

interconnection request

Note 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

Pepco Account Number

Contractor reviews the facility

address and Pepco account

number for that address

• If you need to change any

information, select No

• If all the information is correct,

re-enter the Pepco account

number for the facility

address and select Yes

Confirm

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Online NEM Application: System Information

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

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 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

Pepco (rare)

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Online NEM Application: Contractor Contact Information

Indicate whether equipment is

owner (customer) installed

Enter Contractor contact

information — Organization

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

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

Attach the Site Plan

Attach the One-Line Diagram

Attach the Aggregated NEM application (if

applicable)

Attach the DC Generator (i.e., PV Panel)

Nameplate and Manufacturer Specification

Sheet (if applicable)

Attach the new construction usage calculator

(if applicable)

Attach the Inverter Manufacturer’s Cut Sheet

Attach any other relevant documents

Select Next

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Review Interconnection Application

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, and

review the information. Then select

the next category of information to

review

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Contractor Reviews Attachments

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

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

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

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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

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OR

On www.pepco.com follow the Register Now steps. Have your last

Pepco 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 Sign-In

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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

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 Reviews Application

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

If Customer agrees with the

application, read and agree to

the Terms and Conditions

Customer electronically signs

the NEM Interconnection

Application Part I

• Pepco DC customers will also sign an

additional D.C. NEM Contract

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Customer Submits NEM Application Part I

Customer electronically signs the

Interconnection Agreement and

D.C. NEM Contract, 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

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Customer Submits NEM Application Part I

The business day of or following

the date the Customer submits

the online application is Pepco’s

Receipt Date

• For District of Columbia applications,

Pepco has 10 business days to

acknowledge the application receipt

• For Maryland applications, Pepco has

5 business days to acknowledge the

application receipt

• A complete application enters the

application processing queue as of the

Receipt Date

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Pepco Reviews the Application Part I

Pepco’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

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

pepco.com/specialbilling

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Pepco Engineering Review

Pepco 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

Contractor installs the

equipment and obtains

Electrical Inspection Certificate

indicating “Solar” or “PV”

Contractor signs into 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

Fill out the NEM Application

Part 2 Certificate of Completion

and review for accuracy

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Attach Application Part 2 Documents

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

Pepco 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

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

Customer reviews NEM Application Part 2 in

its entirety including:

• Customer Information

• Facility Information

• System Information

• Contractor Information

• All Attachments

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Customer signs the

NEM Application,

selects I Agree to

indicate agreement

to Terms and

Conditions, and

clicks Submit

The Application Part

2 proceeds to

Pepco

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Pepco Reviews Application Part 2

Pepco reviews the NEM

Application Part 2

If it passes final review,

Pepco schedules the

NEM meter exchange

and emails the customer

an Authorization to

Operate

Congratulations!

Customer can begin using

their generation systems

as soon as they receive

the Authorization to

Operate

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

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

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Future Online Application Enhancements

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 pepco.com/specialbilling or by

mailing in a check with your invoice

Other usability enhancements and features

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New Information on Pepco.com/gpc

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Education: Is Solar Right For You?

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Education: Estimate Your Solar Needs

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New tool that allows

customers to evaluate

various options for solar

projects

Enter a specific address

for granular results

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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.Pepco.com/gpc

March 28, 2016

http://www.pepco.com/gpc

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Acceptable Inverters List

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

will be acceptable for interconnection

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Educational Materials: Publications

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All PDFs can be printed

from

Pepco.com/gpc

Request brochures

from

NEMEducation@

pepcoholdings.com

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Training Dates

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Additional Training Dates

Pepco Webcasts: Register at pepco.com/gpc

• 3 p.m. Thursday March 31

Atlantic City Electric Webcasts: Register at atlanticcityelectric.com/gpc

• 12 p.m. Monday April 4

• 3 p.m. Thursday April 7

Delmarva Power Webcasts: Register at delmarva.com/gpc

• 12 p.m. Monday April 11

• 3 p.m. Thursday April 14

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Ready to Get Started?

March 28, 2016

Apply online at www.Pepco.com/gpc

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How Can I Learn More?

See the wealth of information on www.pepco.com/gpc

Read additional FAQs on the GPC website

Tell friends and neighbors about these webcasts • Also offered in Delmarva Power and Atlantic City Electric

Contact us Green Power Connection Team

www.pepco.com/gpc

[email protected]

(866) 634-6977

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Questions?

Email questions to [email protected]

March 28, 2016