Nominations, Scheduling, Confirmations and Reporting - - PowerPoint PPT Presentation

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Nominations, Scheduling, Confirmations and Reporting

www.kindermorgan.com

Patty Beavers Evelyn Spencer Michelle Matheny Sherry Saunders Celeste Aragon

3

Training Workshop Objectives

After completing this DART training workshop you should be able to: 1) Set Favorites; Business and Individual Preferences; Report Subscription and Identify Open DART Screens 2) Create Batch files 3) Identify and match counterparty nomination information 4) Enter basic nominations using DART’s Nomination Matrix 5) Copy nominations 6) Understanding Ranks 7) Conduct Confirmations 8) Review and interpret Shipper and Operator Reports 9) Manage Imbalances

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5

Workshop Schedule

7:45 – 8:15 Reception/Breakfast (Continental) 8:15 – 8:30 Opening Remarks/Administrative Matters 8:30 – 9:00 General DART Navigation DART Sandbox Login User Preferences (P/L & GID) Business Preferences Report Subscription Favorites Folder General Settings & Auto Launch preferences 9:00 – 9:15 Break

6

Workshop Schedule (continued)

9:15 – 10:30 Nominations Creating a New Batch File Enter New Nominations 10:30 – 10:45 Break 10:45 – 11:30 Copying Nominations Upload and Download Nominations Not Submitted and Submitted Batch Info 11:30 – 12:45 Lunch is Served 12:45 - 1:15 Buy/Sell Mismatches List Using Ranks

7

Workshop Schedule (continued)

1:15 – 1:30 Break 1:30 – 2:30 Confirmations Confirmation by exception Interpret Confirmed volumes Reporting Shipper and Operator Reporting Retrieve Scheduled Volumes Report 2:30 – 2:45 Break 2:45 – 4:00 Imbalance Management 4:00 – 4:30 Questions and Workshop Wrap-up

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DART Sandbox Login Instructions

1) From the EPNG or Mojave Portal Page click “Log In” in the upper right corner of the page. 2) Hover on the “Log In” box and a drop down list will appear 3) Click on “DART Sandbox” 4) Enter your user ID (e.g. cxxxg01) and password 5) The “Log on to:” field will default to KMDMZ and should be left unchanged. 6) Click the “OK” button.

10

DART (Direct Access Request Tracking)

Splash Screen/Navigation Panel

Navigation Panel

The Navigation Panel can be pinned to the open position by clicking on the pin

11

Navigation, Actions Dropdown Lists and Right Click

The Right Click functionality is available on most screens and contains the same Navigation and Actions dropdown options

12

Setting User Preferences (P/L & GID)

1) Select Primary Transportation Service Provider (TSP) from dropdown list 2) Set Service Requester (if you do business as more than one GID) 3) Save your update

13

Exercise #1

Setting User Preferences

• Set El Paso Natural Gas (EPNG) as your default TSP
• Evaluate the Service Requester field

– Do you have more than 1 GID in the Dropdown List? – If you have more than 1 GID showing, set your primary company as your default Service Requestor

14

Setting Business Preferences

1) Right Click

• Select “New” to add a Preference or
• “Edit” to edit existing Preference(s)

2) Select “Business Function” from dropdown list 3) Select your “Contact Role” from dropdown list 4) Enter user contact information 5) “Save” your Preference request

15

Business Functions

CAP REL BIDS Capacity Release Bids CAP REL OFFERS Capacity Release Offers INVOICES Invoices IOS POSTING NOTICES Initial Open Season Posting Notices NOMINATIONS* Nominations NOTICES CRITICAL Notices Critical NOTICES CUT Notices Cut (Similar to Quick Nom Summary) NOTICES INTRADAY BUMP Notices Intraday Bump NOTICES NON-CRITICAL Notices Non-Critical RECALL EMAIL NOTICES Recall email Notices ROFR NOTICES Right of First Refusal Notices

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Exercise #2

Setting Business Preferences

• Set your preferences for Nominations, Invoices and

Notices Critical

• Set yourself as a “Primary” for Nominations
• Set yourself as a “Secondary” for Invoices
• Set yourself as “Secondary” for Notices Critical

** There can only be 1 Primary contact per GID

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Report Subscription

1) Red-highlighted reports are currently subscribed 2) Select a new report and right click for more options 3) Select “Add Schedule” from pop up window

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Report Subscription

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Exercise #3

Exercise Scenario/Parameters:

• Subscribe to at least 1 report from the Report

Subscription menu of reports

• Go through the 5 steps we just went over and set you

report parameters as you deem appropriate

20

Setting Up your “Favorites” Folder

Two ways to add, or delete, Favorites

1) On the Main Toolbar click the dropdown list in the “Actions” panel or 2) Right Click in any window and select to add or remove

21

Exercise #4

Saving and Deleting Favorites

• Open the Nominations (Not Submitted) window and

save it as a favorite

• From the same folder open Buy/Sell Mismatches List

and save it as a favorite

• Open Scheduled Quantity folder and select Sched

Qty and save it as a favorite

• Go to your Favorites Folder, click and open a saved

Favorite and delete it

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General Settings and Auto Launch preferences

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Organizing and Viewing Open Screens

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Exercise #5

Set Help Section “User Preferences”

• Set to “Show MDI Tab Manager”
• Set Tab Width to “100”
• Set ‘Buy/Sell Mismatches List’ to Auto Launch
• Open up several random DART windows and

evaluate how the tab manager works

• Now, close all your open windows with the ”Close All

Windows” option

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DART Nomination Model

Pathed, Non-Threaded Model

NAESB nomination model used to nominate and schedule in DART

• The Non-Threaded model allows a shipper to separate commercial

counterparty (buy/sell) transactions at specific locations from transportation transactions between locations

• Gives shippers control of their business via ranks. Shippers can

individually rank supplies and markets; receipt and delivery locations; and paths between receipt and delivery locations on the same contract

• Ranks at both the Supply and Market PINs will be used to distribute

nomination reductions, as appropriate

Supply PIN Market PIN

Transport K#

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‘Threaded’ versus ‘Non-Threaded’ Nominations

ISJCMPLX DSCALTOP CounterParty A

301839

EFS/EPNG (ISJCMPLX)

332503

SOCETS/EPNG (DSCALTOP)

Passport DART

Pathed, Threaded Nomination Pathed, Non-Threaded Nomination

K = FTXXX000-TF1EPNG K = FTXXX000-TF1EPNG

Counter Party A

K = FTXXX000-TF1EPNG CounterParty C CounterParty B CounterParty D

Counter Party C Counter Party B Counter Party D

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DART is PIN-Centric

301839

EFS/EPNG (ISJCMPLX)

Off System Supply Buy Loan Park Withdrawal Transport Transport Loan Payback

(Disposition)

Pooling Sell Payback(From Pipe)

(Source)

PIN must be in balance, total Source equals total Disposition

Park Payback (To Pipe)

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Using Volume Types (Vol Type)

The DART NAESB Nomination Matrix requires the user to

select a Vol Type

• After Vol Type is selected the matrix will highlight, in turquoise,

the updatable fields

• Not all Vol Types listed are valid for legacy Passport pipelines

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EPNG and Mojave Vol Types

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Transport from Receipt to Delivery Pin

301839

EFS/EPNG (ISJCMPLX)

Off System Supply (GID)

Transport

Disposition 1,000 Dth

Supply Pin

Source 1,000 Dth

PIN must be in balance

One Source and one Disposition at each PIN ISJCMPLX and DSCALTOP

1,000 Dth 1,000 Dth

332503

SOCETS/EPNG (DSCALTOP)

Off System Market (GID) Disposition 990 Dth

Market Pin

Source 990 Dth

PIN must be in balance 990* Dth

* 1% F/L&U applied to transport

990 Dth Transport

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Pool Aggregation

Multiple Sources and one Disposition at Blanco Pool

Buy (GID)

1,000 Dth

300714

BLANCO POOL

Buy (GID)

1,000 Dth Loan Payback

Disposition 2,000 Dth Source 2,000 Dth

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Pool Aggregation, Sell and Transport

Multiple Sources and multiple Dispositions at Blanco Pool

* 1% F/L&U applied to transport

Buy (GID)

5,000 Dth

300714

BLANCO POOL

Buy (GID)

7,000 Dth

Disposition 12,000 Dth Source 12,000 Dth

10,000 Dth Transport 9,900 Dth

Sell (GID)

1,500 Dth

Sell (GID)

500 Dth

Disposition 9,900 Dth

Transport

Source 9,900 Dth

332503

SOCETS/EPNG (DSCALTOP)

Off System Market (GID)

9,900 Dth

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Buy/Sell Vol Type

Buy/Sell Vol Type replaces Passport Pooler Buy and Pooler Sell screens and Pool contracts

• Buy and Sell at any Focal PIN
• Trading Counterparty identified by GID

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Pooling Vol Type and Sells

301839

EFS/EPNG (ISJCMPLX)

Off System Supply (GID)

Pooling

610097-PLEPNG

Disposition 5,000 Dth Source 5,000 Dth

5,000 Dth 5,000 Dth

* 1% F/L&U applied to transport 300714

BLANCO POOL

Disposition 5,000 Dth Source 5,000 Dth

5,000 Dth

Sell

(61100) 2,000 Dth

Sell

(64000) 3,000 Dth

Pooling

610097-PLEPNG

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‘Pooling’ Vol Type

The ‘Pooling’ Vol Type is used when buying gas at a Receipt point for a pooling area, replacing the Passport ‘Operator to Pool’ Pooler Buy transaction

• A Pooling contract, specific to the pooling area, is required
• A Route is required
• When complete, SAVE and click the “GO” button to move to the Pool Pin

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‘Pooling’ Vol Type (cont)

At the Pool Pin, populate the Downstream Nominations section of the Matrix

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DART Tip – Field Lookups

When you hover over a field and “?” appears, double click on the field to get a lookup window

39

Adding a Batch File

From the Navigation Panel, expand the Nominations Folder, expand Nomination and choose Not Submitted A Batch List of all ‘Not Submitted’ Batches will appear Click ‘Add Batch’

40

Adding a Batch File (cont)

Populate the highlighted

fields Highly suggested to use the Description Field for information about the Batch File Save

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Adding a Batch File (cont)

There are three ways to enter Nominations online

• Enter New Nominations
• Allows user to enter nominations in the NAESB Nomination Matrix screen
• Copy Old Nominations
• Allows user to query a date and copy previously nominated PINS
• Upload Nominations
• Allows user upload saved nomination files

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Exercise #6

Create a new Batch File

• Begin and End Date is Today’s Gas Day
• Enter Batch information

– Cycle: Best Available (Default) – Contact Name and Contact Phone: will Default to you – Description: Give meaning to your Batch file by adding a name

• r title. (Ex. “August Baseload”)

– Role is “Broker/Shipper” (Default) – Save

• Select “Enter New Nominations” from the next pop up

window

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How to Enter New Nominations

Double click in the Rec/Del Loc Prop for a Location Lookup table

• Click the ‘Name Contains’ Radio Button
• In Filter criteria, enter “ ( “ followed by the first few letters of the

EPNG Loc Desc and click Filter

• Double click on the desired PIN and it will populate on the Matrix Screen

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Basic Nomination Matrix

The Matrix view can be expanded or minimized using the highlighted check boxes

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Vol Type, Contract, PIN and GID Lookup features

Drop Down list for Vol Type

Double click for:

• Srv Req K Rec (Contract Lookup)
• Loc Prop (Location Lookup)
• ID Prop (Customer Lookup)

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Adding New Nomination Line Items

Enter the Rec/Del Loc Prop (PIN) Use the dropdown list in the Vol Type column to select the Volume Type After Vol Type is selected, DART highlights the required fields in turquoise Rank is a mandatory field; DART default rank is 500

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Exercise # 7

Enter Batch Data

• 2 Buys @ Keystone Pool
• 1 Sell @ Keystone Pool
• 1 transport from Keystone Pool to DSCALEHR

Buy (GID)

5,000 Dth

302132

KEYSTONE POOL

Buy (GID)

7,000 Dth

Disposition 12,000 Dth Source 12,000 Dth

10,000 Dth

Sell (GID)

2,000 Dth Transport

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Keystone Pool PIN in Balance

Status Bar shows the Upstream/Downstream totals and any variance (Pin MUST be in balance) Note the Counter Prty Nom Column

• This will display Counterparty nominations for Buy and Sell Vol Types

Click Save and Validate

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Exercise #7 continued

“GO” to DSCALEHR PIN and enter Off System Market Validate, Change Path Rank from 500 to 100 Submit Batch

Buy (GID)

5,000 Dth

302132

KEYSTONE POOL

Buy (GID)

7,000 Dth

Disposition 12,000 Dth Source 12,000 Dth

10,000 Dth Transport 9,750 Dth

Sell (GID)

2,000 Dth

Disposition 9,750 Dth

Transport

Source 9,750 Dth

301016

DSCALEHR

Off System Market (GID)

9,750 Dth

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Use the “GO” button to go from Keystone Pool Pin to DSCALEHR PIN

The transport line populates as the Upsteam Nomination (Supply) @ DSCALEHR

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Enter Off System Market, Validate and change Path Rank

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Contract Path Tab

The Path Rank will default to 500, unless shipper changes the priority Return to the Batch Locations tab and Submit the Batch

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How to Copy Old Nominations

Previously nominated PIN(s) can be copied for a new cycle or gas day Volume and Ranking can be changed New PINS, Counterparties and Vol Types can be added From the Not Submitted Screen, click Add Batch (refer to slide #40) Select “Copy Old Nominations”

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Copy Old Nominations (cont)

Select the Gas Day to copy

• All the PINS and nominations for the gas day selected will display with quantities

“Check to Select Row” to select individual PINS to copy, OR Choose “Select All” for all PINS and then Copy Make changes, save, validate, change Path Rank if applicable and submit

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Exercise #8

Add a New Batch using Copy Old Nominations

• Add a Batch for a new Gas Day and ‘Copy Old Nominations’

– Enter Gas Day from Exercise #7 and Retrieve

• ‘Select All’ and Copy
• Select the Keystone Pool PIN

– Zero out the 10,000 dth Transport Record – Sell the 10,000 to another Counterparty (use the Lookup Feature) – Save and Validate the Keystone Pool PIN

• ‘GO’ to DSCALEHR PIN and zero out the transactions

– Save and Validate the DSCALEHR PIN

• Click on ‘Batch Locations’
• “Submit” your Batch File to the pipeline for processing

56

Upload and Download Nominations

Uploading Nominations

• From the Not Submitted Screen, click Add Batch
• Select Upload Nominations
• On the Batch Detail screen select Upload

57

Uploading Nominations (cont)

Select File and Open Review, Save, Validate and Submit Nomination Upload Matrix in Appendix A

58

Download Nominations

Downloading Nominations

• From the Submitted or Not Submitted Screen, open a Batch
• Select Download
• Select Drive, Name File and Save

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Nominations Download File

Excel File w/3 Tabs 1) Supply Tab 2) Market Tab 3) Contract Paths

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Not Submitted Batch List Actions

Reset Batch – Changes the status of a batch from “Error” or “Hold” to “Draft” Change Batch – Allows user to change Batch ID Description, Gas Day and/or Cycle Delete Batch – Allows user to delete a batch Other things to note: Shippers can have more than one Batch file for a given gas day and/or cycle Batches with overlapping PINS, the last Batch submitted to pipeline is used for scheduling

61

Submitted – Batch List

Submitted / Nominated Batch files cannot be edited To change a previously submitted transaction or enter a new transaction to a PIN, create a new Batch File.

• Correct or add new nomination information
• Save, Validate, Enter Path Ranking (if different from Default

500) and Submit this new Batch file for processing

• This Batch will overwrite the previous Batch file

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Submitted Batch List – Status

Upon User submittal the Status will display “Submitted” Once the Pipeline has received and processed the Batch, the status will display “Nominated”

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Buy/Sell Mismatches List

Quick reference for Buy/Sell mismatches leading

up to nomination lockdown and after scheduling

Summary Screen

Highlight a row

in the Summary Screen and double click to view details of Buy / Sell mismatches

Mismatch Detail Screen

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Exercise #9

View Buy / Sell Mismatches List

• Enter flow day and cycle for the Batch file we submitted to

the pipeline in exercise #7

• Unclick “Mismatches Only” box
• Click on “Show All Svc Req” box
• Do you have a Buy/Sell mismatch?
• Select a record in the data grid that shows a “Variance”
• Right click and select the “details” report

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66

Using Ranks in DART

The highest priority rank is 1 and the lowest is 999

• Default rank is 500
• Rank column headers in DART are NAESB compliant
• Up /Dn Rank (non transport record ) and Rec/Del Rank (transport record)

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Reduction from Green Buy

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Reduction from Yellow Off System Market

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Exercise # 10 - Pipeline Constraint

Constraint at CORN LPW, following the ranks identify the

Transport, PIN(s) and Supply/Markets affected

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72

Confirmation Methods

• The DUNS and Svc Req K are required in the Passport system to match a

nomination.

• All other fields are dependent on the customers scheduling system and what

information they need. Note: DART uses the GID to cross-reference to an entity’s DUNS

• Dual Entity – The DART Shipper DUNS and the Off System Counterparty

DUNS are required and matched in confirmations

Passport DART Methods

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DART Confirmation Entry

There are three methods of confirmation:

• Confirmation through Electronic Data Interchange

(EDI)

• Confirmation by Exception (Auto Confirmation) –

DART will automatically confirm all parties and volumes

• Online Confirmation – Operators can log into

DART to perform confirmation actions

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Online Confirmations in DART

• 1. Click on Navigation Panel
• 2. Click the “+” next to Nominations
• 3. Click the “+” next to Confirmations
• 3. Click on “Confirmation” which will open the

screen below.

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Online Confirmations (cont.)

Confirmation Data Summary Screen

• Select the Gas Day and Cycle to be confirmed
• Nominations requiring a confirmation will be listed in the confirmation matrix
• Confirmations can not be entered prior to nom submission

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Online Confirmations (cont)

Click on the plus (+) sign for expanded view and to enter confirmation Confirm All Lines Option: all transactions will be confirmed 100%

77

Online Confirmations (cont)

Entering a confirmation

Enter Confirmation Quantity

1

Submit Confirmation

2

*Expanded View

78

Online Confirmations in DART (Cont.)

*Expanded View

Enter under- Confirmation Quantity

1

Submit Confirmation

3

Entering an under-confirmation

Enter Reduction (RR) code

2

Reduction Codes

012 No Corresponding Nomination – Used by the operator to declare that they do not have a corresponding nomination on their system. CPR Confirming Party Reduction – Used when an operator under confirms off-system supply or off-system market transactions at their location(s).

79

Exercise #12

Review and interpret volumes on source pin(s) and disposition pin(s) Enter under confirmation Enter reduction reason code

80

Confirmations by Exception(Auto-Confirm)

PASSPORT DART Auto-confirm for Same Party, all cycles, includes FDD (S) Auto-confirm for all Parties, all cycles, No FDD (L) Confirmation by exception, all cycles, all transaction types Auto-confirm for all Parties, all cycles, includes FDD (D) Auto-confirm for all Parties, Cycles 1-5, No FDD (Y) Confirmation by exception, Cycles 1-5, all transaction types Auto-confirm for all Parties, Cycles 1-5, includes FDD (F) No Auto-confirm (N) No Auto-confirm

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Confirmations by Exception(cont)

• 1. Click on Navigation Panel
• 2. Click the “+” next to Nominations
• 3. Click on “Maintain Confirmation by Exception”

which will open the screen below. Select PIN from Matrix below

1 2 Right click to receive the pop-up window

• below. Select “Change Item”

3

Set Indicator(s)

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Confirmations by Exception(cont)

Set all Operator Points

2

Save changes

1

Set Indicator(s)

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Exercise #11- Setting Confirmation by Exception

Review and interpret confirmation by exception screen.

• Highlight a location in the list to set confirmation type.
• Right click and select “Change Item”
• Select the Cycle(s) to be auto confirmed
• Save preferences

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85

Scheduled Quantity Reports-Shipper

Sched Qty is a summary for a date or date range

Select a row and right click to view “Scheduled Quantity for Shipper Matrix” or click button in upper left hand corner of screen Sched Qty Shipper Detail (RS) and Summary (RS) are printable Crystal Reports Replaces 86T, 86P and 86C Passport Reports

86

Scheduled Quantity for Shipper Matrix

87

Sched Qty Shipper Detail (RS)

88

Sched Qty Shipper Summary (RS)

89

Scheduling Quantity Reports - Operator

Scheduled Qty Oper is a summary for a date or date range Select a row and right click to view “Scheduled Quantity for Op Matrix” or click button in upper left hand corner of screen Sched Qty Oper Detail (RS) and Summary (RS) are printable Crystal Reports Replaces 74Rpt

90

Scheduling Quantity for Operator Matrix

91

Scheduling Quantity Oper Detail (RS)

92

Scheduling Quantity Oper Summary (RS)

93

Exercise #13 – Reviewing Scheduled Reports

Retrieve and review scheduled volumes shipper or operator report

SHIPPER OPERATOR Sched Qty Sched Qty Oper Sched Qty Shipper Detail (RS) Sched Qty Oper Detail (RS) Sched Qty Shipper Summary (RS) Sched Qty Oper Summary (RS)

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Imbalance Management - Shipper

Shipper Imbalance Drilldown (Passport)

96

Imbalance Management - Shipper

Shipper Imbalance Drilldown

Select a row from the matrix then right click for additional information

97

Imbalance Management - Shipper

EPNG-Contract Daily Report-Provides contract imbalance by day EPNG-Contract Denominator EPNG-Contract Daily Payback EPNG-Monthly Location Activity EPNG-Daily Location Activity

98

Imbalance Management - Shipper

EPNG-Contract Daily Report

99

Imbalance Management - Shipper

EPNG-Contract Denominator

100

Imbalance Management - Shipper

EPNG-Contract Daily Payback

101

Imbalance Management - Shipper

EPNG-Monthly Location Activity

102

Imbalance Management - Shipper

EPNG-Daily Location Activity

103

Imbalance Management - Shipper

Current Imbalance Status Screen: Replaces the YTD Imbalance Management screen in Passport

104

Imbalance Management - Operator

Operator Allocation Drilldown (Passport)

105

Imbalance Management - Operator

Operator Allocation Drilldown

• Summary for a date or date range
• Provides scheduled and measured quantities for

all points (MTD)

• Select a row and right click to view “Point

Balancing Agmt” or “NAESB Meas Info”

• Can be exported in CSV or PDF format
• Replaces Passport Operator Allocation Drilldown

screens

106

Imbalance Management - Operator

Operator Allocation Drilldown

• Summary for a date or date range
• Provides scheduled and measured quantities for all points (MTD)
• Select a row and right click to view “Point Balancing Agmt” or “NAESB Meas Info”
• Can be exported in CSV or PDF format
• Replaces Passport Operator Allocation Drilldown screens

107

Imbalance Management - Operator

Point Balancing Agreement

108

Imbalance Management - Operator

NAESB Meas Info

109

Imbalance Management-Operator

Key Measurement Screens Operator Point List-All Pipelines NAESB Meas Info Hour Average Report – Replaces VISA M48/T48 Meter Daily Average Report – Replaces VISA T- day Avg

110

Imbalance Management - Operator

NAESB Meas Info

111

Imbalance Management - Operator

Operator Point List

112

Imbalance Management – Hourly Avg Rpt

VISA II

DART

113

Imbalance Management-Meter Daily Avg Rpt

VISA II DART

Questions?

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Email: DARTConversionWest@KinderMorgan.com

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Off-System Supply to Transport Transport to Off-System Market

Buy / Sell at a Basin Pool Buy / Sell at a Location PIN

Pooling – Operator to Pool

Park Park Withdrawal

Loan Loan Payback

Payback to the Pipeline Payback from the Pipeline

Hourly Entitlement Enhancement Nomination (HEEN)

HEEN is entered at the Delivery PIN receiving the HEEN transaction

Save and Validate the transaction Use the Contract Path Tab on the Batch Detail screen to enter Path Rank

Original Transport to Off-System transaction at Delivery Pin

Lower original Off-System quantity at Delivery Pin; enter FDD volume and “GO” to complete the Off-System at the Delivery Pin receiving the FDD

Flow Day Diversion (FFD)

Flow Day Diversion (FFD) continued

Original Transport to Off-System transaction at Delivery Pin

Lower original Off-System quantity at Delivery Pin; enter FDT volume and Imbalance Month

Flow Day Diversion with Payback (FDT)

Mainline (ML) contract transports to IWILCOXD

Willcox (WX) contract transports from IWILCOXD to Willcox Delivery PIN

IWILCOXD – ’Shipper A’ holds ML and WX contracts

IWILCOXD – ’Shipper A’ holds ML and WX contract (cont)

Shipper A enters Off-System Vol Type at Willcox Delivery PIN (IMEXWIL)

Shipper B noms Mainline (ML) transaction transports to IWILCOXD

Shipper B “Sell”s to Shipper C at IWILCOXD

IWILCOXD –Shipper B owns ML contract & Shipper C owns WX contract

Shipper C ‘Buy’s from Shipper B at IWILCOXD and transports to Willcox Delivery PIN

Shipper C enters Off-System Vol Type at Willcox Delivery PIN (IMEXWIL)

IWILCOXD Shipper B owns ML contract & Shipper C owns WX contract (cont)

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132

Quick Reference Shipper and Operator Screens

Shipper Operator Where do I find…..

DART NAVIGATION PANEL General

X X

Set Default Pipeline and GID Preferences Folder/ User Preferences Navigation

X X

Set Business Functions for Notices Preferences Folder/ Business Preference

X X

Sign up for Report Subscription reporting Flowing Gas Folder/Additional Reports Folder/ Report Subscription Folder/ Available Reports

X X

Set General Settings and Auto Launch preferences From the Desktop Menu, Choose Help ( at the top of the screen) and click onUser Preference Nominations

X

View Not Submitted Batches and Adding Batches Nominations Folder/ Nomination Folder/ Not Submitted

X

View Submitted Batches Nominations Folder/ Nomination Folder/ Submitted Shipper

X

View Buy/Sell Mismatches Nominations Folder/ Nomination Folder/ Buy/Sell Mismatches List Reports

X

Shipper Scheduled Quantity (Screen) Nominations Folder/ Scheduled Quantity Folder/ Sched Qty

X

Shipper Scheduled Quantity Detail Report Nominations Folder/ Scheduled Quantity Folder/ Sched Qty Shipper Detail (RS)

X

Shipper Scheduled Quantity Summary Report Nominations Folder/ Scheduled Quantity Folder/ Sched Qty Shipper Summary (RS)

X

View Scheduled Reductions Nominations Folder/ Scheduled Quantity Folder/Scheduling Cut Queue

X

Shipper Imbalance Management Drilldown Flowing Gas Folder/ Imbalance Folder/ EPNG - Shipper Imbalance Drilldown (Right click options)

X

****Current Imbalance Status**** Flowing Gas Folder/ Imbalance Folder/ EPNG - Current Imbalance Status

X X

****SOC/COC Operational Flow Data**** Flowing Gas Folder/ Allocation Folder/ SOC/COC Operational Flow Data Confirmations

X

Setting your Auto-Confirmation preference Nominations Folder/ Confirmation Folder/Maintain Confirmation by Exception

X

Online Confirmations Nominations Folder/ Confirmation Folder/ Confirmation Operator

X

Operator Scheduled Quantity (Screen) Nominations Folder/ Scheduled Quantity Folder/ Sched Qty Oper Reports

X

Operator Scheduled Quantity Detail Report Nominations Folder/ Scheduled Quantity Folder/ Sched Qty Oper Detail (RS)

X

Operator Scheduled Quantity Summary Report Nominations Folder/ Scheduled Quantity Folder/ Sched Qty Oper Summary (RS)

X

Operator Allocation Drilldown Flowing Gas Folder/ Imbalance Folder/ EPNG - Operator Allocation Drilldown (Right click options) Measurement

X

Daily Measurement (Current Day) Flowing Gas Folder/ Measurement Folder/ Meter Daily Average Report

X

Daily Measurement (After the Gas Day) Flowing Gas Folder/ Measurement Folder/ NAESB Meas Info

X

Hourly Flows Flowing Gas Folder/ Measurement Folder/ Hour Average Report

X

Operator Point List Flowing Gas Folder/ Measurement Folder/ Operator Point List - All Pipelines Contracts

X

Contract Information Contracts Folder/ Contracts (Right click options)

X

Max Tariff and Discount rates for contracts Contracts Folder/ Contract Zone Rates

X

Contract Execution Contracts Folder/ Contract Execution

X

PAL Execution Contracts Folder/ Contract Execution - right click "WEKT0995 - Single Screen PAL Execution

X

Re-Designation Service Request/ Service Request List Capacity

X

Capacity Release Award Audit Report Capacity Release Folder/ Awards Folder/ Capacity Release Award Audit Report Release

X

Creating a Capacity Release Offer Capacity Release Folder/ Offers Folder/ Create Offer

X

How to Create a Bid Capacity Release Folder/ Bids Folder/ "Create/Submit Bids"

X

How to Match a Bid Capacity Release Folder/ Bids Folder/ "Review/Submit/Withdraw"

X

How to create a Recall/Reput Capacity Release Folder/ Offers Folder/ Recall Offer Agency

X X

Viewing Agency Information Agency Folder/ Agency in Effect

X X

Requesting an Agency Agreement (Principal Company) Agency Folder/ Create New Agency Agreement

X X

Approving an Agency Agreement (Agent Company) Agency Folder/ "Maintain/Approve/Terminate Agency Agreement" **** Screens not reviewed in this presentation****

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File requirements

Workbook saved as XLS file

File name: TSP – GID – Company Name 3 tabs

• Supply
• Contract Paths
• Market

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Supply Tab

Rec Loc Prop TT Svc Req K Up ID Prop Up ID Rec Qty (Gross) Up Rank / Del Rank Pkg ID Up/Dn Contract Imbalance Month

136

Contract Paths Tab

Svc Req K TT Rec Loc Prop Dn Rank / Rec Rank Rec Qty (Gross) Del Loc Prop Up Rank / Del Rank Del Qty (Net) Path Rank Pkg ID Imbalance Month Route

137

Market Tab

Del Loc Prop TT Svc Req K Dn ID Prop Dn ID Del Qty (Net) Dn Rank / Rec Rank Pkg ID Up/Dn Contract Imbalance Month

138

As uploaded into DART

Batch Locations Supply Tab

139

As uploaded into DART (cont)

Contract Path Tab Market Tab

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Electronic Data Interchange (EDI)

DART Sandbox will be available for EDI transaction testing both inbound and

• utbound

Current legacy Passport EDI-confirming companies have been contacted about the DART EDI conversion Coordinate with Paul Box for EDI testing

• Paul_Box@Kindermorgan.com
• 719-520-4461

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