WEBEX Welcome Kathy Hayman Director Business Processes KMI Pipelines Agenda Project Status amp Sandbox Opening General Dart Navigation IT amp Pool Contracts IT amp Pool Nominations QampA ID: 672098
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Slide1
DART Sandbox Training
June 18, 2015
WEBEXSlide2
Welcome
Kathy Hayman
Director, Business Processes
KMI PipelinesSlide3
Agenda
Project Status & Sandbox Opening
General Dart Navigation
IT & Pool Contracts
IT & Pool Nominations
Q&ASlide4
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 informationSlide5
General Navigation IT and Pool Contracts
Sherry Noack
Manager, Contract AdministrationSlide6
General Navigation
Log
In
Navigation Panel
Favorites
PreferencesSlide7
Web address - http://pipeline.kindermorgan.com
7Slide8
8
Hover over Interstate and select
Southern Natural Gas.Slide9
9Slide10
Enter User name and password.
10Slide11
Click Navigation Panel.
11Slide12
12
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. Slide13
13
Each folder may be expanded by clicking the + sign to the left of the folder.
Click on the desired screen to open the screen.Slide14
14
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. Slide15
The screen will now display in the Favorites folder.
15Slide16
To automatically launch certain screens each time the user logs in, click Help and select User Preference.
16Slide17
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.
17Slide18
18
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.Slide19
19
You also have the option to display all the screens open in a tab format. Click View and then Tab Manager.Slide20
20
Open screens will display as shown above. Click the applicable tab to open the desired screen.Slide21
To set the default pipeline and default service requester, click the + sign to the left of Preferences and then click User Preferences.
21Slide22
22
Select the TSP default and the Service Requester default from the drop down and click Save. Slide23
23
To set up Business Preferences, click the + sign to the left of Preferences and select Business Preference. Right click and select New.Slide24
Auto-populated Contact InformationCapacity Release Bids - all bids prearranged and non-prearranged
Capacity Release Offers – all offers. This is also used for offer status change email notifications.
Imbalance Trade/Storage Transfer – imbalance trades and storage transfers
Nominations – Nominations
Email Notification
Invoices – invoices are available to view
IOS 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 cycle
Notices Intraday Bump – an intraday bump occurs
Notices 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.
24Slide25
IT and Pool Contract Inquiry
Contract List
Contract ExecutionSlide26
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
26Slide27
Contract Statuses
PREMIER
N/A
Pending
Tendered
Executed
Active
Inactive
Withdrawn
DART
Draft
Submitted
N/A
Executed
Active
Terminated
Withdraw
27Slide28
PREMIER
DART
Service Type
Type of Contract
Contract Type
Service Type
MFT
MASTER
FIRM TRANSPORT
TFO
MFT
MFT
FIRM NO NOTICE
TFO
MFN
MFT
FIRM SMALL SHIPPER
TFO
MFTS
MFT
FIRM NO NOTICE SMALL
SHIPPER
TFO
MFNS
MCSS
FIRM STORAGE
SFO
MCSS
MCSS
FIRM STORAGE SMALL SHIPPER
SFO
MCSS
PAL
MASTER PARK and LOAN
PAL
PAL
28
Master ContractsSlide29
29
PREMIER
DART
Service Type
Type of Contract
Contract Type
Service Type
FT
FIRM TRANSPORT
TFO
FT
FTNN
FIRM NO NOTICE
TFO
FN
FT-SS
FIRM SMALL SHIPPER
TFO
FTSS
FTNN-SS
FIRM NO NOTICE SMALL
SHIPPER
TFO
FNSS
CSS
FIRM STORAGE
SFO
CS
CSS-SS
FIRM STORAGE SMALL SHIPPER
SFO
CSSS
PackagesSlide30
PREMIER
DART
Service Type
Type of Contract
Contract Type
Service Type
IT
INTERRUPTIBLE TRANSPORT
TFO
IT
ISS
INTERRUPTIBLE STORAGE
SFO
ISS
POOL
POOL
AGG
POOL
PAL
PAL PARK
PAL
ROP
PAL
PAL LOAN
PAL
ROL
OBA
OPERATIONAL
BALANCING
BAL
OPR
30Slide31
31
To view contractual data, click on the plus sign to the left of Contracts to open the folder.Slide32
32
Click on Contracts.Slide33
33
Make sure the correct TSP is displayed. The TSP can be changed by hovering over the TSP row. Slide34
34
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.Slide35
35
Click Retrieve. If all filters are left blank, all contracts will display.Slide36
36
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.Slide37
37Slide38
To execute a contract, click Contract Execution.
38Slide39
39
Click Agreement to display the
agreement.
Click Execute to
execute
the
contract.
The user must have Contract Execution security rights to execute.Slide40
40Slide41
Questions?Slide42
DART Methodologies & Notable Changes
Katie Cornutt
Scheduling Representative
Southern Natural GasSlide43
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.Slide44
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…).Slide45
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
14Slide46
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 locationsSlide47
Pool PINs for the DART ConversionSlide48
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 PINsSlide49
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
Y
Texas Gas- Kosciusko to SNG
Y
Y
Y
Y
Y
Petal Storage: Zone 1 South Pin
Texas Gas: Zone 1 North PinSlide50
Pool PIN Mapping Reference Slide51
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 imbalancesSlide52
Premier vs Dart Nomination Model
Receipt
Location
Delivery
Location
Upstream
Downstream
Receipt
PIN
Delivery
PIN
Premier
DART
Non-
Pathed
Nomination
Pathed
, Non-Threaded Nomination
K = FSNG1234
K = 312643-POOLSNG
Receipt
Location
Upstream
Supply A
Supply
C
Market
B
Market
D
(Path)
Receipt
Location
UpstreamSlide53
Park Withdrawal
FOCAL
PIN
Off Sys Supply
Buy
Loan
Pooling
Storage Withdrawal
Transport
Sell
(Disposition)
Pooling
Park
Payback
(From Pipe)
(Source)
Payback
(To Pipe)
Loan Payback
Storage
Injection
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-CentricSlide54
Questions?Slide55
Adding a Batch and Creating Nominations
Jeremy Rainwater
Scheduling Representative
Southern Natural GasSlide56
Create a new nominationNominate 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 ExampleSlide57
Diagram of DART Pool NominationTrunkline to South Louisiana Zone 0 Pool Pin
Offsystem
Supply
500
“Pooling” to the Pool PIN
500
500 Buy
Sell 200
Transport IT 800
Trunkline/SNG Interconnect
South LA Z0 South Pool PIN
500 from Trunkline
1,000 Source
1,000 DispositionSlide58
Navigating in Dart
Hover over Navigation Panel with mouse
Will open the options for navigatingSlide59
Navigating in Dart
Click the “+” sign next to each folder to get to the subfolder or to the desired screen you need to accessSlide60
Selecting the Pipeline
Hover over the top right to get the Pipeline Pick ListSlide61
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 winsSlide62
Adding a Batch
Now click on “Add Batch”Slide63
Adding a Batch (Cont.)
Fill in:
Date Range
Cycle, or leave at defaulted ‘Best Available’
Contact Name
Contact Phone
Description Information (Optional)Slide64
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
NominationsSlide65
Rec/Del Loc Prop Look-Up Feature
“?” = Search feature
Searches based on required information
Has multiple search criteria selection
?Slide66
Rec/Del Loc Prop Look-Up Feature (Cont.)
Change
criteria
selection to enhance your search
Enter
the criteria
Then hit
filter buttonSlide67
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”Slide68
Focal PIN Details
Screen auto populates with selected item from searchSlide69
1
2
3
4
6
7
10
8
5
9
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 menu
7) Enter your Pooling contract here 8) Enter the
Pool
PIN for your Pool
9) Enter
Pool volumes 10) Enter Rank and Package ID, as
applicable
Bringing in supply from I/C to Pool
PINSlide70
“Go” navigates from Focal Pin to the Focal Pin entered in Del
Loc
Prop
Navigating to Related PINSSlide71
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 NominationSlide72
1
2
3
6
8
4
5
10
7
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 NominationsSlide73
“Go” navigates from Focal Pin to the Focal Pin entered in Del
Loc
Prop
Navigating to
Related
PINSSlide74
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 NominationSlide75
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
D
etailSlide76
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 BatchSlide77
Validation and Submission of Nom Batch (Cont.)
Once validated, hit Batch Locations to get to the Submit ButtonSlide78
Submission of Nom Batch
Hit Submit ButtonSlide79
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 MessagesSlide80
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.)Slide81
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 Slide82
Highlight the not submitted batch that you want to change
Selecting Batch to Amend Slide83
Left click to highlight line item
Right click to pull up actions menu
Select Change Batch
Changing a BatchSlide84
Make necessary changes to your Batch
Then hit Save
Changing
a BatchSlide85
Revalidate
Resubmit
Revalidation and Submission of BatchSlide86
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 Slide87
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 StatusSlide88
Hit refresh button to check for status change
Submitted vs. Nominated Batch StatusSlide89
“Submitted” Batch files cannot be edited.
Changing Submitted BatchesSlide90
Questions and Comments
#Premier2Dart@kindermorgan.comSlide91
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 30
th
. Also so available on:
Shipper Meeting flash drive
SNG Portal Page – Conversion to DART
From your account
manager
Email to
dartsystemsecurity@kindermorgan.com
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 Offers
91Slide92
AppendixSlide93
Training Tools and Timing
Questions?
#Premier2Dart@kindermorgan.comSlide94
Premier Home Page – DART Training ToolsSlide95
DART Tutorial Videos Are AvailableSlide96
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 followSlide97
DART Training On-Site
Proposed
Training
S
chedule
Fall Schedule
Tues
8:00-11:30
General DART Navigation
refresher
Contracts/ Cap Release
Tues
1:00-4:30
Nominations/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
Slide98
Receipt Points Mapped to Eligible Pool PIN(s)Slide99Slide100Slide101Slide102
SNG & EEC Lines and Segments with Pooling PinsSlide103
SNG & EEC Lines and Segments
With Pooling Points
Draft 6/1/2015