www.kindermorgan.com
Nominations WebEx
May 28, 2014
www.kindermorgan.com
John Driscoll
Manager
Xpress Nominations and Scheduling Group
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Overview
Suggested Training and DART Conversion related documents
DART Methodologies
Notable Xpress to DART Changes
Using Ranks in DART
Nominations Reporting
www.kindermorgan.com
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Suggested Training
Go-Live is October 1
Online Videos
38 videos (8-15 min each)
View at your convenience
Customer Training WebEx
Today, May 28: Nominations
June 4: Confirmations
June 11: Capacity Release
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Suggested Training (cont)
Sandbox Opens June 16 Test environment for customers to use/experience DART Use at your convenience
Regional Hands-on Training Workshops Nominations - A Full Day, hands on, exercise driven in the
Sandbox Contracts/Capacity Release – ½ Day, hands on, in the
Sandbox Sessions offered:
• June 17 – 19 Colorado Springs • July 8 – 10 Colorado Springs • July 22 – 24 Houston • August 5 – 7 Houston
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DART System Access
DART License Agreement, ESA Package and other DART security information available on the pipeline portal pages
• Email to [email protected] • Need Help – Contact DART Security Coordinator @ (713) 369-6767
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Pipeline Portal Page
Each pipeline portal page has these Xpress2DART conversion folders:
“Conversion to DART”
• Frequently Asked Questions
• Presentations • Other Conversion-related
documents
“Training (DART)”
• List and links to all DART Tutorial Videos
www.kindermorgan.com
Mike Baker
Senior Business Process Analyst
EP2DART Project Team
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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).
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. 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. sell, transport, park, injection to storage, etc…).
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DART Terminology (continued)
PIN – or Point Identification Number – identifies a location on a segment, on a specific Transportation Service Provider (TSP)
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Point Identification Numbers (PINs)
Typically a 6-digit number associated to the scheduling aggregate point
PIN # Operator/ Pipeline; Location
Name and County
Pipeline Segment the PIN is located
on
County and State where
PIN is physically
located
Nomination-related information
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‘Threaded’ versus ‘Non-Threaded’ Nominations
Receipt Location
Delivery Location
Upstream Contract “A”
Downstream Contract “B”
Receipt PIN
Delivery PIN
Xpress
DART
Pathed, Threaded Nomination
Pathed, Non-Threaded Nomination
K = 33XXX000
K = 33XXX000-TF1CIG
Receipt Location
Delivery Location
Upstream Contract “C”
Downstream Contract “D”
K = 33XXX000
Supply A
Supply C
Market B
Market D
(Path)
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Nomination Model
Pathed, Non-Threaded Nominations
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 full control of their business via ranks. Shippers can individually rank supplies and markets; receipt and delivery locations; and paths between receipt and delivery locations.
• This model allows independent ranking of contract paths separate from points
• Ranks at both the Supply and Market PINs will be used to distribute transaction reductions, as appropriate
Supply PIN
Market PIN
Transport K
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DART = Focal PIN-Centric
FOCAL PIN
Off Sys Supply
Buy
Loan
Park Withdrawal
Pooling (HSP)
Storage Withdrawal
Transport
Sell
(Disposition)
Pooling (HSP)
Park
Payback (From Pipe)
(Source)
Payback (To Pipe)
Loan Payback
Storage Injection
Receipt PIN
PIN must be in balance; total Upstream volume equals total Downstream volume
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DART = Focal PIN Centric
FOCAL PIN
Off-Sys Market
Sell
(Disposition)
Delivery PIN
Park
(Source)
Payback (To Pipe)
Loan Payback
Storage Injection
Typically, the only way to move your Source of gas from one Focal PIN to another Focal PIN is to ‘Transport’ it there, Pool it (HSP), or Wheel it (Hub Service)
PIN must be in balance; total Upstream volume equals total Downstream volume
Transport
Buy
Loan
Park Withdrawal
Pooling (HSP)
Storage Withdrawal
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Upstream-Downstream Example 1
FOCAL PIN
Off Sys Supply
Buy
Loan
Park Withdrawal
Pooling (HSP)
Storage Withdrawal
Transport
Sell
(Disposition)
Pooling
Receipt PIN
Park
Payback (From Pipe)
(Source)
Payback (To Pipe)
Loan Payback
One Upstream source to one Downstream disposition at the same PIN
Storage Injection
1,000 Dth 1,000 Dth
Upstream = 1,000 Dth
Downstream = 1,000 Dth
PIN must be in balance; total Upstream volume equals total Downstream volume
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Park Withdrawal
Upstream-Downstream Example 2
FOCAL PIN
Off Sys Supply
Buy
Loan
Pooling (HSP)
Storage Withdrawal
Transport
Sell
(Disposition)
Pooling (HSP)
Receipt PIN
Park
Payback (From Pipe)
(Source)
Payback (To Pipe)
Loan Payback
Multiple Upstream sources to single Downstream disposition at the same PIN
Storage Injection
1,000 Dth
Upstream = 3,000 Dth
Downstream = 3,000 Dth
3,000 Dth
PIN must be in balance; total Upstream volume equals total Downstream volume
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Park Withdrawal
Upstream-Downstream Example 3
FOCAL PIN
Off Sys Supply
Buy
Loan
Pooling (HSP)
Storage Withdrawal
Transport
Sell
(Disposition)
Pooling (HSP)
Receipt PIN
Park
Payback (From Pipe)
(Source)
Payback (To Pipe)
Loan Payback
Multiple Upstream sources to multiple Downstream dispositions at the same single PIN
Storage Injection
1,000 Dth
Upstream = 3,000 Dth
Downstream = 3,000 Dth
1,750 Dth
PIN must be in balance; total Upstream volume equals total Downstream volume
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Upstream-Downstream Example 4
FOCAL PIN
Off-Sys Market
Sell
(Disposition)
Pooling (HSP)
Park
(Source)
Payback (To Pipe)
Loan Payback
Delivery PIN
Storage Injection
3,000 Dth 2,000 Dth
Upstream = 3,000 Dth
Downstream = 3,000 Dth
PIN must be in balance; total Upstream volume equals total Downstream volume
Buy
Loan
Park Withdrawal
Pooling (HSP)
Storage Withdrawal
Transport
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DART Nominations – “Batch List”
Batch List screen provides a list of both ‘Submitted’ and ‘Not Submitted’ Batch files 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 Be careful of overlapping PINS For overlapping PINS, last Batch file submitted wins
Feedback Bar
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DART Nominations – Batch List Actions
Other “Batch” Options
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Add a Batch File
Fill in: A) Date Range B) Cycle C) Contact Name D) Contact Phone E) 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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Basic Nomination Matrix
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Expanded Nomination Matrix
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Batch List – “Submitted”
“Submitted” Batch files cannot be edited. Correct nomination information by creating a new Batch file with the corrected nomination information and submitting this new Batch file for processing
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Batch List – “Status”
Upon “Submitting” your Batch file to the pipeline
Batch file status changed to “Nominated” once received and processed by the pipeline
www.kindermorgan.com
Vanessa Krizek
Scheduling Representative
Xpress Scheduling Team
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Segment Scheduling
ISP Scheduling changes to Segment Scheduling terminology/reporting
Very similar to the Xpress ISP model
Segment model closely resembles physical layout of the pipeline
Changing from ISP naming to segment naming conventions
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Operationally Available Capacity Reporting Changes
Xpress Today
In DART
Individual PIN Reporting
Segment Reporting
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Confirmation Balancing Exception
DART will allow shippers to place their contracts on the Confirmation Balancing Exception Table Applies to Colorado Interstate Gas (CIG)
only
Allows shippers to keep either their supply or market whole when the other side of their transport transaction(s) are under confirmed
Should have Auto Park and Lend coverage (alternative is Scheduled Imbalance Penalty)
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Using Volume Types
The DART NAESB Nomination Matrix requires the user to select a “volume type”
This selection then determines the additional fields that will need to be filled in on the nomination
Not all Volume Types are valid for legacy Xpress pipelines
Appendix B is a list of Volume Types used on legacy Xpress pipelines
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Nominations Between KM Owned TSP’s
1) Nominations at locations that cross Kinder Morgan TSPs require an Off System Market or Off System Supply Volume Type at a Focal Pin*
2) Nominations on the Same Kinder Morgan TSPs can use Buy / Sell Volume Types at a Focal Pin
3) Example shown does not depict transactions utilizing Off System Capacity as defined in the tariff.
* Further details for Volume Types when utilizing Off System Capacity Focal Pins will be forthcoming
Delivery Off System
Market GID #5678
CIG GID #1234
5,954 Dth
CP GID #5678 PIN
#800614 “RCD”
Receipt Off System Supply GID
#1234
5,954 Dth
Delivery Sell
CIG GID #1
3,000 Dth
CIG GID #2 Receipt
Buy
3,000 Dth
TSP: CIG TSP: CP
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Buy/Sell Replaces Location Pools
DART Buy/Sell concept replaces Xpress Location Pooling and their contracts
Buy and Sell at a PIN, at the GID level
No more Location Pool contracts or Location Pool confirmation screens
Headstation Pooling Nominated using volume type “Pooling”
Regionally located on the pipeline
Supply sources associated to a specific pool
Headstation pool confirmations not necessary
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Hourly Entitlement Enhancement Nomination (HEEN) Calculator
www.kindermorgan.com
Mike Baker
Senior Business Process Analyst
EP2DART Project Team
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Using Ranks in DART
Up to five ranks in a pathed transaction Upstream and Downstream ranks at the Receipt
PIN
Upstream and Downstream ranks at the Delivery PIN
Ranks placed on the paths
A rank can be anywhere from 1 (highest priority) to 999 (lowest priority)
DART’s default rank is 500
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Upstream/Downstream Rank Example
PIN “A”
Buy1
Buy2
Loan1
OSS1
Transport-1
Sell1
Transport-2
Transport-3 Upstream = 20,250 Dth Downstream = 20,250 Dth
Scenario 1: PIN Operator under
confirms this GID by 2,250 Dth
18,000 Dth 18,000 Dth
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Upstream/Downstream Rank Example
PIN “A”
Buy1
Buy2
Loan1
OSS1
Transport-1
Sell1
Transport-2
Transport-3 Upstream = 20,250 Dth Downstream = 20,250 Dth
Scenario 2: A downstream reduction of
1,500 Dth occurs on the Transport-3 contract
18,750 Dth 18,750 Dth
4,750 Dth
0
0
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Contract Path Ranking
Paths within a contract, with the same rank, will be allocated pro-rata within that rank DART default rank is 500
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Path Ranks Example
PIN 800235
PIN 800094
Contract: 210105-TF1CIG
Path Rank = 10
PIN 800235
PIN 891129
Path Rank = 20
PIN 891645
PIN 891129
Path Rank = 30
PIN 892265
PIN 800094
Path Rank = 40
PIN 892265
PIN 891129
Path Rank = 60
Scenario: 1) All of the above pathed transactions go through the same segment constraint
2) A segment scheduling reduction of 1,500 Dth is required on this contract
3,307 Dth 3,333 Dth
3,307 Dth 3,333 Dth
6,000 Dth 5,954 Dth
4,465 Dth 4,500Dth
3,473 Dth 3,500 Dth 2,000 Dth 1,973 Dth
www.kindermorgan.com
John Driscoll
Manager
Xpress Nominations and Scheduling Group
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Scheduled Quantity Report
1) Summary Report for a date or date range
2) Select a record and right click to view “Scheduled Quantity for Shipper Matrix (see next slide)
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Scheduled Quantity for Shipper Matrix
Detail of the previous Scheduled Quantity (Summary) Report
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Buy/Sell Mismatches Report
Summary Screen
Mismatch Detail Screen
From Summary Screen, right click and select detail
report
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All Contracts Report
Select record above and right click
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PIN Measurement Information
Can be viewed by Shipper(s) who nominate to or from the PIN of inquiry
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Report Subscription
“Subscribe” to receive these reports automatically Flexible report receipt options (all cycles or some cycles; all days or
specified days, etc…)
Sign up for only the reports you want to receive
These reports can still be run on demand in DART
Questions?
www.kindermorgan.com
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Payback – Pipeline Owes Shipper
1) Enter Focal PIN where payback is to occur 2) Select Payback (Imbalance Payback from TSP 3) Enter transport contract being paid back 4) Enter a PIN, other than focal PIN 5) Enter payback volume amount and rank 6) Enter disposition volume type 7) Enter GID you are connecting with at off-system market 8) Enter off-system market volume and rank
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Payback – From Shipper to TSP
1) Enter Focal PIN where Payback takes place 2) Select source of additional gas to be paid back 3) Enter GID of the party you are receiving gas from 4) Enter payback volume 5) Enter Rank and Package ID as applicable 6) Select “Payback (Imbalance Payback to TSP)” 7) Enter transport contract containing imbalance 8) Enter a PIN (which is not the Focal PIN) 9) Enter payback volume 10) Enter Downstream Rank and Package ID, (Remember, fuel is deducted for payback to TSP) as applicable
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Park Transaction Example
1) Enter Focal PIN where Park to occur 2) Select “Park” volume type from the drop down 3) Enter Request Order Park (ROP) contract 4) Enter Park volume 5) Enter transaction rank
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Loan Transaction Example
1) Enter Focal PIN where Loan is to occur 2) Select “Loan” volume type from the drop down 3) Enter Request Order Loan (ROL) contract 4) Enter Loan volume 5) Enter transaction rank
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Supplying A Headstation Pool
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 HSP Pool PIN for your Pool 9) Enter Pool volumes 10) Enter Rank and Package ID, as applicable (NOTE: In Production, fuel will not be taken when supplying a Pool)
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Selling Out of a Headstation Pool
1) Focal PIN of your Pool 2) Enter Volume Type “Pooling” 3) Enter your HSP Pooling contract 4) Enter supply PIN supplying your pool 5) Enter volume amount you are selling from you Pool 6) Enter Rank and Package ID, if applicable 7) Typically select ‘Sell” from the drop down menu 8) Enter the GID(s) of the buying party(s) 9) Enter Pool volumes 10) Enter Rank and Package ID, as applicable
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Common Volume Types for West Region KM Pipelines