www.kindermorgan.com june 18, 2015 webex. kathy hayman director, business processes kmi pipelines
TRANSCRIPT
www.kindermorgan.com
DART Sandbox TrainingJune 18, 2015
WEBEX
www.kindermorgan.com
Welcome
Kathy HaymanDirector, Business Processes
KMI Pipelines
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Agenda
• Project Status & Sandbox Opening• General Dart Navigation• IT & Pool Contracts• IT & Pool Nominations• Q&A
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Project Status & Sandbox Opening
• Go Live set for April 1, 2016 business– Coincides with new nomination cycles set by
FERC Order 809– Will open mid-March for April 1, 2016 business
• Sandbox open on June 23, 2015– Limited to IT and Pool Contracts and
Nominations– Other functionality being set up and tested– Refer to slides in Appendix for specific training
and customer support information
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General Navigation IT and Pool Contracts
Sherry NoackManager, Contract Administration
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General Navigation
• Log In• Navigation Panel• Favorites• Preferences
7Web address - http://pipeline.kindermorgan.com
8Hover over Interstate and select Southern Natural Gas.
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Enter User name and password.
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Click Navigation Panel.
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To pin the Navigation Panel open, click the pin in the right hand corner of the panel. To unpin, click again. If the Navigation Panel is not pinned, hover over the Panel button and the Navigation Panel will reappear. Each folder may be expanded by clicking the + sign.
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Each folder may be expanded by clicking the + sign to the left of the folder. Click on the desired screen to open the screen.
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To save to Favorites, click the Navigation panel and select the screen you wish to add to the Favorites folder. Click the drop down next to “Actions” at the top of the screen and select Add to Favorites or right click and select Add to Favorites.
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The screen will now display in the Favorites folder.
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To automatically launch certain screens each time the user logs in, click Help and select User Preference.
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Click on the Auto Launch tab and select the desired screens. Click Save. The screens selected will automatically open when the user logs into DART.
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Clicking the bottom X on the upper right side of the screen will close the screen and take you to the previous screen. Clicking Window will allow you to navigate to any screen you have open.
19You also have the option to display all the screens open in a tab format. Click View and then Tab Manager.
20Open screens will display as shown above. Click the applicable tab to open the desired screen.
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To set the default pipeline and default service requester, click the + sign to the left of Preferences and then click User Preferences.
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Select the TSP default and the Service Requester default from the drop down and click Save.
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To set up Business Preferences, click the + sign to the left of Preferences and select Business Preference. Right click and select New.
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Auto-populated Contact InformationCapacity Release Bids - all bids prearranged and non-prearrangedCapacity Release Offers – all offers. This is also used for offer status change email notifications.Imbalance Trade/Storage Transfer – imbalance trades and storage transfersNominations – Nominations
Email NotificationInvoices – invoices are available to viewIOS Posting Notices – open season is posted. A link to the notice is embedded in the email.Notices Critical – critical notice is posted. A link to the notice is embedded in the email.Notices Cut – any scheduling or confirmation cuts after each cycleNotices Intraday Bump – an intraday bump occursNotices Non-Critical – non-critical notice is posted. A link to the notice is embedded in the email.Recall Email Notices – capacity is recalled.ROFR Notices – ROFR open season is posted. A link to the notice is embedded in the email. LDC Report – Not applicable to SNG
Input the contact information for each applicable category and click Save. Click Close.
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IT and Pool Contract Inquiry
• Contract List• Contract Execution
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Contract Changes
PREMIER• Service Requester
– DUNS Number
• Location Prop– 030300
• Contract Number– FSNG999
DART• GID (Global Identification Number)
– 9999
• PIN (Point Identification Number)– 630300
• Contract Number– 999999-MFTSNG
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Contract Statuses
PREMIER• N/A• Pending• Tendered• Executed• Active• Inactive• Withdrawn
DART• Draft• Submitted• N/A• Executed • Active • Terminated • Withdraw
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PREMIER DARTService Type Type of Contract Contract Type Service Type
MFT MASTER FIRM TRANSPORT
TFO MFT
MFT FIRM NO NOTICE TFO MFNMFT FIRM SMALL
SHIPPERTFO MFTS
MFT FIRM NO NOTICE SMALL SHIPPER
TFO MFNS
MCSS FIRM STORAGE SFO MCSSMCSS FIRM STORAGE
SMALL SHIPPERSFO MCSS
PAL MASTER PARK and LOAN
PAL PAL
Master Contracts
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PREMIER DARTService Type Type of Contract Contract Type Service Type
FT FIRM TRANSPORT
TFO FT
FTNN FIRM NO NOTICE TFO FNFT-SS FIRM SMALL
SHIPPERTFO FTSS
FTNN-SS FIRM NO NOTICE SMALL SHIPPER
TFO FNSS
CSS FIRM STORAGE SFO CSCSS-SS FIRM STORAGE
SMALL SHIPPERSFO CSSS
Packages
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PREMIER DARTService Type Type of Contract Contract Type Service Type
IT INTERRUPTIBLE TRANSPORT
TFO IT
ISS INTERRUPTIBLE STORAGE
SFO ISS
POOL POOL AGG POOLPAL PAL PARK PAL ROPPAL PAL LOAN PAL ROLOBA OPERATIONAL
BALANCINGBAL OPR
31To view contractual data, click on the plus sign to the left of Contracts to open the folder.
32Click on Contracts.
33Make sure the correct TSP is displayed. The TSP can be changed by hovering over the TSP row.
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The default TSP and service requester should display. Change the TSP and/or service requester if needed by clicking the drop down and selecting a different TSP or service requester.
35Click Retrieve. If all filters are left blank, all contracts will display.
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To filter data on the grid, click on the funnel next to the column heading and select the filter criteria. In this example, to view IT only, select that filter option.
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To execute a contract, click Contract Execution.
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Click Agreement to display the agreement. Click Execute to execute the contract. The user must have Contract Execution security rights to execute.
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Questions?
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DART Methodologies & Notable Changes
Katie CornuttScheduling Representative
Southern Natural Gas
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DART Terminology
• “Batch” = a consolidated file, containing one or more nominations, involving one or more PINs that is submitted to the pipeline for processing (scheduling, allocations, invoicing).
• PIN – or Point Identification Number – identifies a location on a segment, on a specific Transportation Service Provider (TSP)
• GID = “Global Identification” number assigned to a company conducting business on Kinder Morgan pipelines. Acts just like a customer identification number.
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DART Terminology (continued)
• “Source” = typically associated with defining the ‘supply’ source (i.e. supply/receipt, off-system supply, buy, loan, withdraw from storage, etc…). The source creates a balance at the Focal PIN.
• “Disposition” = tells DART how the shipper plans on resolving the source of gas balance at the Focal PIN (i.e. delivery, sell, transport, park, injection to storage, etc…).
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DART Transaction Type Reference
Vol Type - Transaction Type Description TT
Buy (Current Business) 01
Sell (Current Business) 01
Transport (Current Business) 01
Trans(Authorized Contract Overrun) 02
Payback (Imbalance Payback From TSP) 03
Payback (Imbalance Payback To TSP) 04
Injection (Storage Injection) 06
Withdrawal (Storage Withdrawal) 07
Pooling 08
Off-system Market 117
Off-system Supply 118
Park 26
Park Withdrawal 27
Loan 28
Loan Payback 29
Purchase 119
Sale 120
Downstream Delivery/Receipt Service 14
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Key Changes to Pool Structure
Today, In Premier Future, in DART
• Tier 1 to Tier 2 pool restrictions
• Nominations can be to/from a pool contract or storage contract using counterparty’s contract number.
• Eliminate Tier 1/Tier 2 pool distinction
• There will be multiple pooling locations on the pipeline, and a location for storage, as receipt or delivery points
• One pooling contract should be sufficient
• Unlimited buys/sells at pool locations
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Pool PINs for the DART Conversion
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New Pooling Structure Overview
• All receipt points can be nominated to the South Louisiana Zone 0 Pool PIN (Enhancement announced 3/11/15)
• Receipt points can be nominated to the Pool PIN that is in the same zone and on the same system (i.e., north or south)
• Receipt points on the same system can also be nominated to Pool PIN(s) in all upstream zones along the same system (i.e., north or south)
• Receipt points in Zone 1 can be nominated to any Pool PIN in Zone 1
• The Storage PIN can be nominated to any Zone 0 and Zone 1 Pool PINs
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Pool PIN Mapping Example
South LA Zone 0 Pool
Gwinville Zone 1 South Pool
Enterprise Zone 1 South
Pool
Zone 3 South Pool
North LA Zone 0 Pool
Zone 1 North Pool
Zone 2 North Pool
Petal Storage Y Y Y YTexas Gas- Kosciusko to SNG Y Y Y Y Y
Petal Storage: Zone 1 South Pin Texas Gas: Zone 1 North Pin
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Pool PIN Mapping Reference
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Other Ways to Buy and Sell Aggregated Gas Supplies
• Multiple title transfers will be allowed.– Buy or sell transactions can occur at any pool, receipt or
storage PIN– Purchase will be a ‘buy’ transaction type– Sale will be a ‘sell’ transaction type– No contract with SNG is required for these nominations
since no transportation is taking place and there are no imbalances
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Premier vs Dart Nomination Model
ReceiptLocation
DeliveryLocation
Upstream
Downstream
ReceiptPIN
DeliveryPIN
Premier
DART
Non-Pathed Nomination
Pathed, Non-Threaded Nomination
K = FSNG1234
K = 312643-POOLSNG
ReceiptLocation
Upstream
Supply A
Supply C
MarketB
MarketD
(Path)
ReceiptLocation
Upstream
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Park Withdrawal
FOCALPIN
Off Sys Supply
Buy
Loan
Pooling
Storage Withdrawal
Transport
Sell
(Disposition)
Pooling
Park
Payback (From Pipe)
(Source)
Payback(To Pipe)
Loan Payback
StorageInjection
1,000 Dth
1,000 Dth
Upstream = 2,000 Dth
Downstream = 2,000 Dth
2,000 Dth
PIN must be in balance; total Upstream volume equals total Downstream volume
DART = Focal PIN-Centric
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Questions?
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Adding a Batch and Creating Nominations
Jeremy RainwaterScheduling Representative
Southern Natural Gas
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• Create a new nomination• Nominate an entire “batch”.• Validate and then submit a batch.• This nom will include the following:– Source– Buy / Sell at the Pool– Transport– Disposition
Today’s Example
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Diagram of DART Pool NominationTrunkline to South Louisiana Zone 0 Pool Pin
Offsystem Supply
500
“Pooling” to the Pool PIN
500500 Buy Sell 200
Transport IT 800
Trunkline/SNG Interconnect South LA Z0
South Pool PIN
500 from Trunkline
1,000 Source 1,000 Disposition
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Navigating in Dart
• Hover over Navigation Panel with mouse• Will open the options for navigating
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Navigating in Dart
• Click the “+” sign next to each folder to get to the subfolder or to the desired screen you need to access
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Selecting the Pipeline
• Hover over the top right to get the Pipeline Pick List
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Batch List
• Batch List screen provides a list of both ‘Submitted’ and ‘Not Submitted’. Not Submitted batches can have a status of, Holding, Draft, Error, Waiting for approval, and Validating.
Submitted Batch files cannot be changed Not Submitted Batch files can be changed prior to submitting to the
pipeline for processing• Shippers can have more than one Batch file for a given gas day
For overlapping PINS, last Batch file submitted wins
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Adding a Batch
Now click on “Add Batch”
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Adding a Batch (Cont.)
Fill in:A) Date RangeB) Cycle, or leave at
defaulted ‘Best Available’C) Contact NameD) Contact PhoneE) Description Information
(Optional)
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Entering Nominations into DART
• There are three possible ways of entering Nominations in DART, online:– 1) Copy Nominations (from previous Batch Files)– 2) Enter Nominations using the DART Nomination
Matrix screen– 3) Upload Nominations
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Rec/Del Loc Prop Look-Up Feature
• “?” = Search feature• Searches based on required information• Has multiple search criteria selection
?
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Rec/Del Loc Prop Look-Up Feature (Cont.)
• Change criteria selection to enhance your search• Enter the criteria• Then hit filter button
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Rec/Del Loc Prop Look-Up Feature (Cont.)
• Once you click on the “filter” button, it pulls up related line items based on your filter criteria. Select “OK”
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Focal PIN Details
• Screen auto populates with selected item from search
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1
2 3 4
6 7 108
5
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1) Focal PIN of sourced gas 2) Source Volume Type (Buy, Off-sys supply, etc…)3) GID of the counter party(s) supply your gas 4) Receipt volume(s)5) Rank and Package ID, if applicable 6) Select “Pooling” from drop down menu7) Enter your Pooling contract here 8) Enter the Pool PIN for your Pool9) Enter Pool volumes 10) Enter Rank and Package ID, as applicable
Bringing in supply from I/C to Pool PIN
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• “Go” navigates from Focal Pin to the Focal Pin entered in Del Loc Prop
Navigating to Related PINS
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• New Focal Pin from hitting “Go”. • Carries over line item from related Focal Pin automatically• “Go” button on this line takes you back to the corresponding Focal Pin
South LA Zone 0 Pool Nomination
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1
2 3 6
8
4 5
107 9 11
1) Focal PIN of sourced gas 2) Source Volume Type (Buy, Off-sys supply, etc…)3) GID of the counter party(s) supply your gas 4) Receipt volume(s)5) Counterparty Nom 6) Rank and Package ID, if applicable 7) Select “Transport” from drop down menu 8) Enter your IT contract here 9) Enter the Delivery PIN for your Transport 10) Enter Gross rec volumes 11) Enter Rank and Package ID, as applicable
Pool PIN Nominations
73• “Go” navigates from Focal Pin to the Focal Pin entered in Del Loc Prop
Navigating to Related PINS
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• New Focal Pin from hitting “Go”. • Carries over line item from related Focal Pin automatically• “Go” button on this line takes you back to the corresponding Focal Pin
Transportation to Delivery PIN Nomination
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• Shows Upstream totals for Focal PIN• Shows Downstream totals for Focal PIN• Shows if there is a variance at the PIN• Shows the Batch status
PIN Balance Detail
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• This PIN is in balance and has no variance• Nom Batch is completed as all related PINS are completed• Time to validate and submit the Batch
Validation and Submission of Nom Batch
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Validation and Submission of Nom Batch (Cont.)
• Once validated, hit Batch Locations to get to the Submit Button
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Submission of Nom Batch
Hit Submit Button
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• Error’s will either be in a “Pop-up” screen or in the status bar at the bottom• Example of error in “Pop-up” window
Error Messages
80• Error’s will either be in a “Pop-up” screen or in the Message Box at the bottom• Example of error in Message Box
Error Messages (Cont.)
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• Batch list takes you back to your submitted and not submitted batches• Can change the Date, Cycle, and description of the Batch
Navigating to Batches
82• Highlight the not submitted batch that you want to change
Selecting Batch to Amend
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• Left click to highlight line item• Right click to pull up actions menu• Select Change Batch
Changing a Batch
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• Make necessary changes to your Batch• Then hit Save
Changing a Batch
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• Revalidate• Resubmit
Revalidation and Submission of Batch
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• After you submit your Batch, it will no longer show up in Not Submitted screen• Navigate to Submitted to check status of your submitted Batch
Batch List
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• Batch is now in the submitted screen• Status shows submitted, for EVE cycle• Provides a Batch ID• Time stamp for Batch Submittal
Submitted vs. Not Submitted Status
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• Hit refresh button to check for status change
Submitted vs. Nominated Batch Status
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• “Submitted” Batch files cannot be edited.
Changing Submitted Batches
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Reminder
• Complete DART System License Agreement(s) and ESA Request Form(s)• DART License Agreements and ESA forms sent via email to all Premier users
on April 30th. Also so available on:– Shipper Meeting flash drive – SNG Portal Page – Conversion to DART – From your account manager
• Email to [email protected] • ESA Help Guide, Entity and PIN cross references -- @ Conversion to DART• Need Help – Contact DART Security Coordinator @ (713)369-6767• Download Citrix® Receiver Software from www.citrix.com• View DART tutorials on the SNG portal -- @ Training (DART)• Upcoming WebEx Training Dates
– 7/21 Viewing Firm Contracts/Capacity Release Offers and Creating Firm Nominations
– 8/11 Creating Capacity Release Offers91
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Appendix
Premier Home Page – DART Training Tools
DART Tutorial Videos Are Available
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DART Hands On Training
• Houston September 22-24• Atlanta October 6-8• Birmingham October 20-22
• Additional refresher training prior to the Implementation Date of DART
• More details to follow
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DART Training On-Site
Proposed Training Schedule
Fall Schedule
Tues 8:00-11:30General DART Navigation refresherContracts/ Cap Release
Tues 1:00-4:30Nominations/Confirmations - examples and build your own
Wed 8:00-11:30 Scheduling priorities/PDAs
Wed 1:00-4:30
General DART Navigation refresher Contracts/Cap Release
Thurs 8:00-4:30 Nom/Conf/Sched/PDAs
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Receipt Points Mapped to Eligible Pool PIN(s)
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SNG & EEC Lines and Segments with Pooling Pins
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SNG & EEC Lines and SegmentsWith Pooling Points
Draft 6/1/2015