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SoCalGas Envoy ® Backbone Transportation Service Rights

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Page 1: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

SoCalGas Envoy ®

Backbone Transportation Service Rights

Page 2: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

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TableofContentsBackbone Transportation Service Menu ......................................................................................... 3 

Description .................................................................................................................................. 3 

Navigating Backbone Transportation Service Menu .................................................................. 3 

My Contract Rights ......................................................................................................................... 4 

Description .................................................................................................................................. 4 

Navigating My Contract Rights .................................................................................................. 4 

Buy Rights Ledger .......................................................................................................................... 6 

Description .................................................................................................................................. 6 

Navigating Buy Rights Ledger ................................................................................................... 6 

Buy IT BTS Service ................................................................................................................ 7 

Buy IT OSD Service ............................................................................................................... 8 

Buy Firm BTS Service ............................................................................................................ 9 

Exchange Receipt Point Rights ..................................................................................................... 11 

Description ................................................................................................................................ 11 

Navigating Exchange Receipt Point Rights .............................................................................. 11 

Exchange Receipt Points....................................................................................................... 12 

Buy/Exchange Rights Deadlines................................................................................................... 14 

Page 3: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

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BackboneTransportationServiceMenu

Description TheBackboneTransportationService(BTS)ContextMenu(referredtohereinafterasBackboneTransportationServiceMenuorBTSMenu)shownbelowcontainsfoursub‐menus:MyContractRights,BuyRightsLedger,ContractHolderActivityReportandExchangeReceiptPoints.Thesesub‐menusarediscussedindetailinthefollowingsections.(ContractHolderActivityReportisonlyavailabletointernalusersandisnotdiscussedinthisdocument)

NavigatingBackboneTransportationServiceMenu 1. Upon logging into Envoy, the user will land on the Envoy Home tab. Click on Start Menu,

then Backbone Transportation Service. This will open four sub-menus: My Contract Rights, Buy Rights Ledger, Contract Holder Activity Report, and Exchange Receipt Points.

Page 4: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

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MyContractRights

Description This searchable ledger displays the interruptible (IT), off system delivery (OSD) and firm contracts associated with a user’s rights, including any trading rights assigned to the user from an end-use customer from Nomination and Trading Authorization Form (a copy of this .pdf document is attached below). The corresponding Contract Number, Contract Quantity (Dth), Rate Schedule, and other pertinent information are also displayed.

Nomination and Trading Authorization

NavigatingMyContractRights 1. From the Backbone Transportation Service Menu, click on My Contract Rights. This

shall bring up My Contract Rights Filter shown below. Enter the appropriate information in the fields shown to specify which Backbone Transportation Service Contracts (also referred to hereinafter as BTS Contracts or BTSCs) are displayed. Alternatively, the user may go directly to My Contract Ledger by clicking Close.

2. After the user enters the appropriate information in My Contract Rights Filter, My

Contract Ledger screen will appear, similar to the one shown below. (To access My Contract Rights Filter again, right click anywhere on My Contract Ledger screen and select Filter to choose which BTSCs are displayed on the ledger)

Page 5: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

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NavigatingMyContractRights(continued)

3. To view details of an individual contract in My Contract Ledger, click on the corresponding radio button on the left-hand side, then right click anywhere on the screen and select View Detail. This shall bring up a screen for the chosen contract, similar to the one shown below.

4. Select the Expand feature to see all of the months in the contract. After selecting Expand,

the user may view details of a particular month by clicking on an individual month’s link. This will display all of the daily quantities contracted for that month. Alternatively, select the Expand All feature to see all of the months in the contract and all of the daily quantities contracted for each of those months.

5. A Print feature and Export feature are also available.

Page 6: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

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BuyRightsLedger

Description This searchable ledger displays the rights that a user purchased from SoCalGas through the Electronic Bulletin Board (EBB). Within this ledger, a user may also Buy IT BTS Service, Buy IT OSD Service, and Buy Firm BTS Service. These purchase actions are described in subsequent sections.

NavigatingBuyRightsLedger 1. From the Backbone Transportation Service Menu, click on Buy Rights Ledger. This shall

bring up Filter Buy Rights shown below. Enter the appropriate information in the fields shown to specify which purchased rights are displayed. Alternatively, the user may go directly to Buy Rights Ledger by clicking Close.

2. After the user enters the appropriate information in Filter Buy Rights, Buy Rights Ledger

screen will appear, similar to the one shown below. (To access Buy Rights Filter again, right click anywhere on Buy Rights Ledger screen and select Filter to choose which purchased rights are displayed on the ledger)

Page 7: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

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BuyITBTSService Using the Buy IT BTS Service feature, a user may purchase a Backbone Transportation Service Contract (BTSC) under tariff rate G-BTS4 from SoCalGas. The deadline for purchasing interruptible BTS rights from SoCalGas for use on the next flow date is 10:00 AM PCT the day prior. 1. From the Buy Rights Ledger, right click anywhere on the screen, then click on Buy IT BTS

Service.

2. After clicking Buy IT BTS Service, a screen will appear similar to the one shown below.

Enter the Acquiring Receipt Point Master Agreement (RPMA). If the user does not know the RPMA, click the magnifying glass and search for the desired RPMA.

3. Enter Start Date and End Date for the contract the user wishes to purchase. 4. Enter a Quantity (Dth/Day) for the contract. 5. View Terms and check the box to agree to the terms. 6. Click Submit to request the contract.

Note: The system will check the user’s available credit and award or reject the contract. The awarded contract number will appear in My Contract Rights within one hour after submission.

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Page 8: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

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BuyITOSDService Using the Buy IT OSD Service feature, a user may purchase an Off System Delivery Contract under tariff rate G-OSDI from SoCalGas. The deadline for purchasing interruptible OSD rights from SoCalGas for use on the next flow date is 10:00 AM PCT the day prior. 1. From the Buy Rights Ledger, right click anywhere on the screen, then click on Buy IT OSD

Service.

2. After clicking Buy IT OSD Service, a screen will appear similar to the one shown below.

Enter the Acquiring Receipt Point Master Agreement (RPMA). If the user does not know the RPMA, click the magnifying glass and search for the desired RPMA.

3. Enter Start Date and End Date for the contract the user wishes to purchase. 4. Enter a Quantity (Dth/Day) for the contract. 5. View Terms and check the box to agree to the terms. 6. Click Submit to request the contract.

Note: The system will check the available credit for the RPMA and award or reject the contract. The awarded contract will display on the Buy Rights Ledger. The awarded contract number will appear in My Contract Rights within one hour after submission.

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Page 9: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

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BuyFirmBTSService Using the Buy Firm BTS Service feature, a user may purchase a Backbone Transportation Service Contract (BTSC) under tariff rate G-BTS1 or tariff rate G-BTS2 from SoCalGas. The deadline for purchasing firm BTS rights from SoCalGas for use on the next flow date is 10:00 AM PCT the day prior. 1. From the Buy Rights Ledger, right click anywhere on the screen, then click on Buy Firm

BTS Service.

2. After clicking Buy Firm BTS Service, a screen will appear similar to the one shown on the

next page. Choose the desired Rate Schedule from the drop down menu. 3. Enter the Acquiring Receipt Point Master Agreement (RPMA). If the user does not know

the RPMA, click the magnifying glass and search for the desired RPMA. 4. Select the Receipt Point from the drop down menu. 5. Enter Start Date and End Date for the contract the user wishes to purchase. 6. Click the Go button next to Specify Quantity. The table showing Available Capacity for

Receipt Point (Dths/Day) will be populated, dependent on the Receipt Point, Start Date and End Date that were entered in the previous steps. *Note: For each month, the Available Capacity for Receipt Point displayed is determined by the day of the month that has the least available capacity. Therefore, a user should consider entering the same Start Date and End Date if the user would like to see the Available Capacity for Receipt Point for only one particular day.

7. Enter Firm Quantity Requested (Dths/Day) for the contract for each applicable month. 8. View Terms and check the box to agree to the terms. 9. Click Submit to request the contract. (continued on next page)

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Page 10: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

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BuyFirmBTSService(continued)

Note: The system will check the available credit for the RPMA and award or reject the contract. The awarded contract will display on the Buy Rights Ledger. The awarded contract number will appear in My Contract Rights within one hour after submission.

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Page 11: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

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ExchangeReceiptPointRights

Description This searchable ledger displays a user’s BTSCs, including any BTSCs that were acquired through the Exchange Receipt Points feature which is discussed in a subsequent section. The corresponding Receipt Point Master Agreement Number (RPMA No.) and the contracted rights for each month (Dths/day) are also displayed. As mentioned earlier, within this ledger, a user may also Exchange Receipt Points.

NavigatingExchangeReceiptPointRights 1. From the Backbone Transportation Service Menu, click on Exchange Receipt Point

Rights. This shall bring up Exchange Rights Filter shown below. Enter the appropriate information in the fields shown to specify which BTSCs are displayed. Alternatively, the user may go directly to Exchange Ledger by clicking Close.

2. After the user enters the appropriate information in Exchange Rights Filter, Exchange

Ledger screen will appear, similar to the one shown below. (To access Exchange Rights Filter again, right click anywhere on Exchange Ledger screen and select Filter to choose which BTSCs are displayed on the ledger)

Page 12: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

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ExchangeReceiptPoints Using the Exchange Receipt Points feature, a user may exchange its existing contract rights to a particular receipt point with contract rights to another receipt point. 1. From the Exchange Receipt Point Rights Ledger (Exchange Ledger), click on the radio

button on the left-hand side corresponding to the BTSC for which the user would like to exchange receipt points.

2. After clicking on the radio button, right click anywhere on the Exchange Ledger screen, then click on Exchange Receipt Points.

3. After clicking Exchange Receipt Points, a screen will appear similar to the one shown on

the next page. Enter the desired Start Date and End Date for the exchange. Note that these dates must be within the terms of the existing contract.

4. From the drop down menu, select the desired Receipt Point for the exchange. 5. Click the Go button next to Specify Quantity. The table showing Available Capacity for

Receipt Point (Dths/Day) will be populated, dependent on the Receipt Point, Start Date and End Date that were entered in the previous steps. *Note: For each month, the Available Capacity for Receipt Point displayed is determined by the day of the month that has the least available capacity. Therefore, a user should consider entering the same Start Date and End Date if the user would like to see the Available Capacity for Receipt Point for only one particular day.

6. Enter a Firm Quantity Requested (Dth/Day) for the contract for each applicable month. 7. View Terms and check the box to agree to the terms. 8. Click Submit to request the exchange.

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Page 13: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

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ExchangeReceiptPoints(continued)

Note: Once the exchange has been submitted, the user will be returned to the Exchange Receipt Point Rights ledger screen. The ledger will show the new BTSC. The original BTSC with the reduction will be available in My Contract Rights ledger within one hour after submission.

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Page 14: Backbone Transportation Service Rights Training · Backbone Transportation Service Menu Description The Backbone Transportation Service (BTS) Context Menu (referred to hereinafter

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Buy/ExchangeRightsDeadlines

Buy Rights from SoCalGas(Firm Interruptible, OSD) 

Exchange Rights  (Firm) 

Cycle One Timely  10:00 AM 10:00 AM

Cycle Two Evening  3:00 PM 3:00 PM

Cycle Three Intraday 1  7:00 AM   

Cycle Four Intraday 2  11:30 AM    

Cycle Five Intraday 3  4:00 PM