February 3, 2016

Transcription

1 February 3, 2016

2 Agenda DART Implementation timeline Customer checklist Viewing Contracts and Capacity Release Q&A 2 2

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4 DART Implementation Timeline DART will open to customers on Tuesday, March 15, 2016 Entering April, 2016 business in DART March, 2016 business will still be in Premier DART Security button will be renamed DART Login This is the access to DART Production for April business Premier will continue to be available for view only for 6 months after April 1,

5 DART Implementation Timeline Customer support One-on-One support for entering your actual April, 2016 business will be available Birmingham and Houston locations Reservation form was attached to posting of this meeting and is on the Portal Taking reservations now Send with form to 5

6 DART Implementation Timeline Customer support Dedicated hot line will be supported will be monitored Schedulers will be assigned specific customers to support for Go-Live and forward will be monitored for contracts questions 6

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8 Customer Checklist Topics Items we recommend you set up in advance to ensure you can access and receive all the information you need External Security Administrator (ESA) set up of individual logins By Functional area Business Preferences User Preferences Report Subscription 8

9 External Security Administrator (ESA) Customer employee with rights to set up, amend and delete individual DART logins for their company No longer have to contact Kinder Morgan Allows each company to maintain their own employee s access and security within DART and update as needed Set up of ESA and each employee login and security can be completed now Don t have to wait for Production DART to be open in March Work with your ESA to ensure all employees have the access they need prior to March 15 th to minimize disruptions in setting up your April business 9

10 Customer Checklist Instructions on how to set up Business and User Preferences are posted on the Portal DART contracts and Cap Rlse Training Matl. pdf Pages 8-16 Nom_Sched Training Material.pdf Pages DART Quick Reference Material.pdf All posted 9/21/

11 Report Subscription Report Subscription : Method for customers to subscribe to certain reports to be delivered via automated Customer sets up and determines which reports and what timing they need Reports that are available via reports subscription have an _RS at the end Instructions for setting up Report Subscription are posted on the Portal Nom_Sched Training Material.pdf Pages

12 Contracts Checklist Set up contact information in DART under Business Preferences. Prearranged Bidders should set up the Cap Rel Bids preference. Releasing shippers should set up the Cap Rel Offers preference. Check the Agency in Effect screen (WEBE0570) to review the converted agency agreements. Execute the new Pool contract in DART (WEKT0100) 12

13 Nom/Sched checklist Schedule Qty Reports Operator Summary (WNVL0006_RS) Operator Detail (WNVL0007_RS) Shipper Summary (WNVL0003_RS), and Shipper Detail (WNVL0004_RS) Operator Agent Daily Entitlements Reports( NCS057_RS) Shipper Agent Daily Entitlement Reports (NSC027_RS) 13

14 Nom/Sched checklist User Preferences: (located under Help of IDART screen) Auto Launch Screens: Suggest most heavily used screens from IDART perspective Disadvantage is a new customer may end up with an overwhelming number of open tabs across the screen number to be frustrating or confusion for new users. 14

15 Nom/Sched checklist Favorites: Right click and Add to Favorites from any screen Very useful for heavily used screens Confirmations (WCVL1050) Maintain Confirmation by Exception (WCVL8000) MDQ Utilization/Overrun Analysis (WNVL3401) Buy/Sell Mismatches List (WNVL1050) Contract Path Ranking (WNVL7000) Submitted (WNVL1001) Sched Qty (WNVL0003) Sched Qty Oper(WNVL0006) Scheduling Cut Queue (WSVL0700) TGP/SNG/EEC Capacity/End-Point Splits (VSVL0760) Contract Balance (WIVL2130) includes PAL and Storage contract NAESB Storage Information (WIVL2130) Right click from Contract Balance Screen 15

16 Nom/Sched Checklist cont. Preferences: (located in Navigational Panel) Business Preferences: Notices Critical Notices Cut Notices Non-Critical Notices Intraday Bump User Preferences: If customer does business on multiple DART pipes Select their Default TSP 16

17 Allocations checklist Report Subscription: WIVL9000_RS Location Operator Allocation (existing report, added daily PDA) WIVL9005_RS Service Requestor Contract Alloc WIVL9010_RS Producer Report (existing) WIVL9050_RS Contract Allocation by Vol Type WIVL9006_RS Delivery Allocation by Type of Service 17

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19 Refresher Training

20 Agenda Viewing Contract Data Capacity Release Creating Offers and Confirming Bids Conversion from Premier to DART Capacity release conversion Contracts conversion Agency conversion 20

21 To view contractual data, open the Contracts folder by selecting the plus sign to the left of Contracts. Then, select Contracts. 21

22 Make sure the correct TSP and Svc Req is displayed. Defaults can be set-up in the Preferences folder. Both the TSP and Svc Req can be changed on the screen by hovering over the row. 22

23 Filter by. Contract Number (ex ) Contract Status (ex. Executed, Active, Terminated) Contract Type (ex. SFO, TFO, PAL, AGG) Rate Schedule (ex. MFT, MFN) 23

24 No search criteria is required. If all filters are left blank, selecting Retrieve will display all contracts. Filter options also available on each column. 24

25 Contracts screen is an excellent starting point. Highlight a contract and right click to see the type of information available to view for the selected contract. 25

26 The Date Effective screen displays the MDQ of the contract, any released and/or recalled capacity and the available MDQ. 26 Package level details can be viewed in the lower grid by selecting the radio button in the top grid.

27 Capacity Release How to Create an Offer Confirm a Bid 27

28 From the Navigation Panel expand the Capacity Release and Offers folder and select Create Offer. 28

29 This opens the Create Offer screen. Only active contracts as of the Release Start Date AND rate schedules which can be released will display on this window. Column headings provide resourceful information as it pertains to each contract (i.e. Avail Qty-K which shows the available quantity that can be released as of the Release Start Date selected). **The Rel St Date will always default to the first day of the current month. **The Avail Qty-K takes into consideration AWARDED offers ONLY. 29

30 Select the contract you want to release from. Right click, and select Create New Offer. 30

31 This opens the Offer Detail screen. The Offer number is shown in the header. Section 1: Enter the Rel Contact and Phone. Or, under Business Preferences, you can add a Primary Rel Contact so this info. will auto-populate. 31

32 Section 2: The Rel St Date defaults to today s date. Be sure to update the Rel St Date and End Date. FN can be released as FT by changing the Rate Schedule from MFN to MFT. 32

33 No default. Have to choose. Release Type for Firm Transportation: Primary-to-Primary; Zonal; Pooling Location Release Type For Firm Storage: MSQ only; MDWQ/MDIQ only in tariff proportions; MSQ and MDWQ/MDIQ in tariff proportions. 33

34 The Customer Lookup gives the releaser an opportunity to choose your filter criteria. Choose the radio button of the desired selections, enter your filter criteria, and then select FILTER. 34

35 The Repl SR Role Ind is a mandatory field and releaser must choose an option. If the release is neither AMA or RCP, the indicator should be set to Other. 35

36 Choose the desired Discount Indicator Description. 36

37 User can select the Bid Period start and end date. If the post for 1 hour field is set to Yes, the Bid Period Start and End Dates will default to today s date, and the start and end times from 9:00 10:00am. If you change the Bid Per St Date field, the Bid Per End Dt field will adjust to the same corresponding date. The Start and End Times will always be from 9:00 10:00am, respectively. 37

38 Bid basis descriptions in detail 38

39 Section [7] Cont d: Any special terms can be entered in the 3 rd section of the Special Terms and Miscellaneous Notes: Terms Not Administered or Enforced by TSP. 39

40 [8] If marketing is requested, the releaser must contact their Account Manager to make this request. [9] (If Applicable) Enter AMA terms. [10] (If Applicable) Enter Storage Conditions. To navigate to the Offer Locations screen, right click and select Continue. A message stating that the Offer detail has been saved will appear. Click OK and it will take you to the Offer Locations screen. 40

41 Primary-to-Primary example. Release Type listed in header. All releasable packages on the Master will display in the grid. Users can Expand Grid to see all receipt and delivery points on all packages, or users can open the points on one Package at a time. Total Avail Prim Qty factors in Draft, Submit, Invalid, and Awarded offers. 41

42 Primary receipt and delivery points display in the grid. Enter quantity in the Max Offer Qty-Loc field to release from that point. As quantities are entered, these totals will display in the Total Receipt Qty and Total Delivery Qty fields. Total Receipt Qty must equal Total Delivery Qty for each Package. 42

43 Offer Totals 43

44 Choose Disclosed for the Min Acpt Rate to be viewable by bidders Select Res Rate Basis Description of Per day or Per month Max Tariff rate listed for reference. Enter the Min Acpt Rate (highlighted in blue), and select Continue. 44

45 [1] Enter the pre-arranged bidder s details. (All fields must be completed) 45

46 This is a summary of the offer. To submit the offer, right click and select Submit. 46

47 If the offer has any errors, you will get a pop-up message indicating the offer is invalid. Also there will be an error message at the bottom in red. Click the OK button and it will take you to the Review/Withdraw Offer screen. 47

48 To view the error(s), highlight the row. Right click, and select Offer Errors. 48

49 If there are no errors, the Offer Status will show Submit. After a pre-arranged offer is submitted, an notification will be sent to the pre-arranged bidder notifying them that an offer has been submitted that requires them to confirm the pre-arranged bid. Biddable offers prearranged bidder must confirm its bid prior to the bid period starting. Nonbiddable offers prearranged bidder must confirm its bid by 4:00pm the day the release begins. 49

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51 Expand the Capacity Release and Bids sections, and then select Confirm Bid. 51

52 Hit the retrieve button and all bids that must be confirmed will populate. 52

53 Select the Confirm check box to highlight the row, right click and select Confirm. -can confirm more than one at a time You can also take a look at the details of the offer by selecting Offer Information prior to confirming the bid. Bid Detail displays the Offer Rate. You can right-click from the Bid Detail screen to see the Bid locations. 53

54 After you select Confirm, this pop-up will appear. Read the general rate information and either Accept, Decline or Cancel your bid. *Declining the bid will set the Offer Status to Invalid. The releasing shipper can then take the offer and make necessary changes and resubmit. 54

55 After a non-biddable offer has been confirmed and accepted, the offer and bid status will award immediately. The Awarded replacement contract will be viewable from this screen for up to 1 business day after it s been awarded. If the offer is biddable, the Bid Status will show Posted and the Offer Status will show Submitted. The Offer Status will change to Posted at 9:00am on the Bid Period Start Date. 55

56 Premier to DART Conversion Capacity Release Offers that span the go-live date (4/1/16) or offers that begin on 4/1/16 or a future date where Total Receipt Qty equals Total Delivery Qty, and Total Receipts and Deliveries are from the same releasing package Contracts Existing contract numbers will change, using the following format. (Numeric 6-digit Contract Number)-(Service Type)(TSP) For example, FSNG99, would display as MFTSNG Separate Master in DART for FT, FN, FTS, and FNS Agency Existing agency agreements converted as is. 5 year term date in DART. Update in Premier prior to March 3 rd for a different end date to be converted. 56

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