Williams Companies, Inc. (the) · NYSE:WMB
Williams Companies, Inc. (the) — IPO Roadshow (June 2004)
118 slides from Williams Companies, Inc. (the)'s IPO roadshow presentation, June 2004
Slide 1: 1Line – Customer Meeting
1Line – Customer Meeting Charlotte – Newark – Houston June 2004 1
Slide 2: Agenda
Agenda • Summary of 1Line Survey • Synopsis of 2004 Improvements/Focus • Preview Proposed Changes – Nominations – Confirmation & PDA – Billing – Reports – Miscellaneous – Public EBB • Lunch • Flat File Training 2
Slide 3: 1Line Survey
1Line Survey • Concluded Late January 2004 • Positive Feedback – Tremendous Improvement Over Transit – Improvements Since Initial Implementation – Design of Nominations • Copy & bulk update features • Ability to view nominations in previous cycles (Nom History Page) • Real time updates • Ability to
Slide 4: 1Line Survey, Cont. Positive Feedback, Cont.
1Line Survey, Cont. Positive Feedback, Cont. – Pooling • Rolling of Disaggregation Nomination • Real time reporting of pool data • Summary page – Reports • Ability to generate reports • Real time nature • “Lots” of reports available • Ease of accessing 4
Slide 5: 1Line Survey – Areas to Improve
1Line Survey – Areas to Improve • Single Largest Customer Concern is “Speed of System” – Two Categories • Turnover Time: amount of time required to respond to request • System Processes: how many steps required to conduct business – Turnover Time • Upcoming Improvements - Late June – Retrieve Nomina
Slide 6: 1Line Survey – Areas to Improve, Cont.
1Line Survey – Areas to Improve, Cont. • Single Largest Customer Concern is “Speed of System”, cont. – Turnover Time, cont. • Upcoming Improvements: Year End – Over-All Improvement – System Processes – Current Focus: Nomination, Confirmations, PDAs & Flat Files for Nominations – Next Focus: Imbalanc
Slide 7: 1Line Survey – Areas to Improve, Cont.
1Line Survey – Areas to Improve, Cont. • Other Top Customer Requests (From Importance Rating) 2.) Rolling Nominations 3.) E-Mail Notification of Cuts, each cycle, every time 4.) Online Form for retroactive changes 5.) E-Mail Notification when pools are out of balance 6.) Revisions to Default Dates 7
Slide 8: 2004 Efforts
2004 Efforts • Post Survey Action Teams – Established with Marketing Services, Service Delivery and IT Representatives • Teams: Prioritization, System Speed, Nomination, Confirmations/PDAs, Reports – Analyze Data – Prioritize Changes – Develop Proposals – Review Proposals with Customers – Design, Te
Slide 9: Issues to be Addressed
Issues to be Addressed • Nomination – Process is Slow and/or Cumbersome – Nomination Collection is Providing Large Amounts of Data – Notification of Nomination(s) Exceeding Contract MDQ is After the Fact – Balancing of Pools on a Schedule Basis has Increased Shipper Nominations • Confirmation – Roll
Slide 10: Issues to be Addressed
Issues to be Addressed • Report Request Is Slow And/or Cumbersome • Customers Receive Duplicate Invoices • Pages With Large Amounts of Data Are Cumbersome • Identifying What Is Important Through the Mass Amount of Data • System Is Slow And/or Cumbersome 10
Slide 11: When Will the Improvements Happen?
When Will the Improvements Happen? • A Few of the Items Have Planned Implementation in June/July, Will Denote As We Address Each Item • Most of the Items Do Not Require Tariff Changes and If Proposals Do Not Have Significant Changes, Targeting Prior to Winter Heating Season • Items With Tariff Chang
Slide 12: Nominations
Nominations 12
Slide 13: Nominations
Nominations • Issue: Nomination Process Is Slow and/or Cumbersome – Proposed Solutions • # 1: One Page For All Nomination Functions • # 2: Begin and End “Default Dates” • # 3: Easily Create or Edit Transactions • # 4: Eliminate REFRESH Requirement • # 5: Consolidate Action Steps • # 6: Provide New “
Slide 14: Nominations
Nominations • Overview of Today - Three Processes – Retrieve Nominations screen allows modification of date, quantity and schedule rank – “Copy to Update” action allows modification of contract number in addition to date, quantity and schedule rank – “Edit Detail” action allows modification of all d
Slide 15: One Page for Nominations
One Page for Nominations As Proposed 1. One page to create, retrieve, and edit all nominations. 2. Transaction Types has been move to the top portion of the screen 3. Able to view at the same time: 1. Location ID and Name 2. Upstream/Downstream ID and Contract 4. Added a Common Code Check Box to dis
Slide 16: Retrieve Nominations Path
Retrieve Nominations Path 16
Slide 17: One Page for Nominations
One Page for Nominations As Proposed 1. The top portion of the page now uses fields as filters 2. Ability to enter Transaction Types directly or use the new “What’s This” to obtain Transaction Type detail with option to pick multiple Transaction Types. 1. Pop-up window appears with the valid transac
Slide 18: One Page for Nominations
One Page for Nominations As Proposed 1. Page refreshes with existing nominations based on retrieval filters. 2. All retrieved transaction returns in edit mode. 18
Slide 19: Edit/Create Nominations Path
Edit/Create Nominations Path 19
Slide 20: One Page for Nominations
One Page for Nominations As Proposed 1. From the default page, input Contract_ID 100099 > NOM ACTION > RETRIEVE NOMINATION 20
Slide 21: Edit/Create Nominations
Edit/Create Nominations As Proposed 1. Page returns with selected filters parameters. 21
Slide 22: Edit/Create Nominations
Edit/Create Nominations As Proposed 1. Select nomination, then ACTION > EDIT/CREATE NEW NOMINATION 22
Slide 23: Edit/Create Nominations
Edit/Create Nominations As Proposed 1. Page returns with a duplicate nomination with all fields editable. 2. Submitted nomination(s) without key field edits will not create a new nominations 1. Key Fields: Service Request Contract, Location ID, Up/Down Contract, Up/Down ID and Package ID 23
Slide 24: Edit/Create Nominations
Edit/Create Nominations As Proposed 1. Change Transaction Type to ’03’ using drop-down box. 2. Row automatically updates with fields updateable for the appropriate transaction type. 3. Row is available for final edit and submit. 24
Slide 25: Create Nominations Path
Create Nominations Path 25
Slide 26: One Page for Nominations
One Page for Nominations As Proposed 1. Note that this is the same default view for all nomination activity. 2. From the default nominations page, user enters Transaction Types 1, 3, 4, 8 and validate that the dates are correct. 26 3. Create noms by selecting NOM ACTION > CREATE NEW NOMINATION.
Slide 27: One Page for Nominations
One Page for Nominations As Proposed 1. Page Returns with specific fields available for each type of nomination. 27 2. Note that the ‘Date’ fields are populated based on the dates at top of page. 3. List portion of the page is in edit mode.
Slide 28: Summary of Nominations Proposed Solutions
Summary of Nominations Proposed Solutions • Proposed Solution #1: One Page For All Retrieve, Edit and Create Nomination Functions • Proposed Solution #2: Begin & End Dates to Default to the Next Open Cycle & Ability to Select by User ID • Proposed Solution #3: Easily Create or Edit Transactions – Ab
Slide 29: Summary of Nominations Proposed Solutions
Summary of Nominations Proposed Solutions • Proposed Solution #4: Eliminate REFRESH Requirement on New Nomination Page – Refresh button removed – Retrieve/Edit action added – Enhanced auto refresh features • Proposed Solution #5: Consolidate Action Steps – Multiple pages for retrieve, update and edi
Slide 30: Summary of Nominations Proposed Solutions
Summary of Nominations Proposed Solutions • Proposed Solution #6: New “What’s This” Feature – New “What’s This” feature provides “popup” box of valid transaction type descriptions 30
Slide 31: Summary of Nominations Proposed Solutions
Summary of Nominations Proposed Solutions • Proposed Solution #7: Addition of Zone to New Page – Filters added to allow nominations to be retrieved by zone of receipt and/or delivery 31
Slide 32: Nomination Collection Provides Large Amounts of Data
Nomination Collection Provides Large Amounts of Data 32
Slide 33: Delete Nominations
Delete Nominations • Issue: Nomination Collection Provides Large Amount of Data • Proposed Solution: Ability to Delete a Nomination • Provides flexibility to manage retrieved nomination collection • Future cycle & future day submitted nomination(s) not yet scheduled can be deleted • Available when P
Slide 34: Nominations Exceeding Contract Max
Nominations Exceeding Contract Max 34
Slide 35: Nominations Exceeding Firm Contract Max
Nominations Exceeding Firm Contract Max • Issue: Notification of Nomination Exceeding Firm Contract Max is “After The Fact” – Proposed Solution: Real Time Option to Validate Firm Contract MDQ • New MDQ Action will Validate All Submitted Nominations within collection • Ability to validate all, specif
Slide 36: Nominations Exceeding Contract Max
Nominations Exceeding Contract Max As Proposed 1. User creates nomination, selects item then ACTION > CALCULATE CONTRACT MDQ 2. Note that the user does not have to submit nomination in order to view Contract MDQ. 36
Slide 37: Nominations Exceeding Contract Max
Nominations Exceeding Contract Max As Proposed 1. By selecting the line item, you will see the detail of the transactions involved in the MDQ overage. 37
Slide 38: eNotification
eNotification 38
Slide 39: eNotification
eNotification • Issue: Awareness of scheduling cuts and out of balance pools – Proposed Solution: eNotification – Ability to subscribe to email notifications • Newly Offered Notification Areas: – Scheduling Cuts – will notify user, following each cycle, of nominations cut in the scheduling process –
Slide 40: Notification email example
Notification email example As Proposed • Schedule cuts 40
Slide 41: Notification email example
Notification email example As Proposed • Pool out of balance 41
Slide 42: Rolling Nominations
Rolling Nominations 42
Slide 43: Rolling Nominations
Rolling Nominations • Issue: Balancing of Pools on a Scheduled Basis Has Increased Shipper Nominations • Proposed Solution: Roll ALL Nominations From Cycle to Cycle Within the Gas Day 43
Slide 44: Rolling Nominations
Rolling Nominations • Rolling Nominations – ALL nominations will roll from one cycle to the next cycle within the gas day – If an existing nomination is modified, the modified nomination will roll through the remaining cycles for that gas day – Rolling nominations will not roll from one gas day to t
Slide 45: Example Rolling Nominations
Example Rolling Nominations Today Future Timely Date Range 15,000 15,000 Nom 1-30 Timely Nom 10,000 One Day Nom 10,000 One Day Nom Day 10 Timely 8,000 Final Sched. Qty 8,000 Final Sched. Qty Sched. Evening Evening Did Not Re-Nom 10,000 Rolled From Timely Nom reverts to Prev. Sched. Evening 8,000 Fin
Slide 46: Example Rolling Nominations
Example Rolling Nominations Today Future ID1 ID1 Nom. 11,000 Re-Nom 11,000 Re-Nom ID1 Sched. 9,000 Final Sched. Qty 9,000 ID2 ID2 Nom. Did Not Re-Nom 11,000 Rolled From ID1 reverts to Prev. Sched. ID2 Sched. 9,000 Final Sched. Qty 11,000 Final Sched. Qty/ Operator Conf. Higher/Pool Now in Balance Ga
Slide 47: Confirmations/PDAs
Confirmations/PDAs 47
Slide 48: Issues To Be Addressed
Issues To Be Addressed • Confirmation – Rolling Nominations from cycle to cycle would increase operator confirmations – Confirmation/PDA are Cumbersome and NAESB 1.7 New Confirmation/PDA Standards 48
Slide 49: Rolling Confirmations
Rolling Confirmations • Issue: Rolling nominations from cycle to cycle would increase operator confirmations – Proposed Solution: Roll ALL confirmed quantities from cycle to cycle 49
Slide 50: Rolling Confirmations
Rolling Confirmations • Rolling Confirmations – All submitted confirmations will roll from one cycle to the next cycle within the gas day – If existing confirmation is modified during a cycle the modified confirmation will roll through the remaining cycles for that gas day 50
Slide 51: Confirmations
Confirmations • Confirmation Rules – Explicit confirmations roll – When an explicit confirmation is provided, the auto confirmation is ignored and the explicit confirmation will roll to remaining cycles within the gas day. – When auto confirmation is on and no explicit confirmation is provided, the
Slide 52: Rolling Confirmation Example
Rolling Confirmation Example Auto Confirmation OFF Today Future Nomination 10,000 10,000 Timely Confirmation 10,000 10,000 Explicit Confirmation Final Scheduled 8,000 8,000 Nomination 10,000 Rolling Nomination Evening Confirmation 10,000 Rolling Confirmation Previous Scheduled 8,000 Final Scheduled
Slide 53: Rolling Confirmation Example
Rolling Confirmation Example Auto Confirmation OFF Today Future Nomination 11,000 11,000 Re-Nominated Confirmation 10,000 Rolling Confirmation ID 1 Previous Sched. 8,000 Final Scheduled 8,000 10,000 Nomination 11,000 Rolling Nomination Confirmation 11,000 11,000 Explicit Confirmation ID 2 Previous S
Slide 54: Explicit Rolling Confirmation Example
Explicit Rolling Confirmation Example Auto Confirmation ON Today Future Nomination 1 10,000 10,000 Timely Confirmation 1 8,000 8,000 Explicit Confirmation Final Scheduled 1 8,000 8,000 Nomination 1 10,000 Rolling Nomination Evening Confirmation 1 8,000 Rolling Confirmation Previous Sched. 1 8,000 Fi
Slide 55: Explicit Rolling Confirmation Example
Explicit Rolling Confirmation Example Auto Confirmation ON Today Future Nomination 1 11,000 11,000 Re-Nominated Confirmation 1 8,000 Rolling Confirmation Previous Sched. 1 8,000 Final Sched. 1 11,000 8,000 ID 1 Nomination 2 20,000 20,000 New Nomination Confirmation 2 Final Sched. 2 20,000 20,000 Aut
Slide 56: Explicit Rolling Confirmation Example
Explicit Rolling Confirmation Example Auto Confirmation ON Today Future Nomination 1 11,000 Rolling Nomination Confirmation 1 8,000 Rolling Confirmation Previous Sched. 1 11,000 Final Sched. 1 11,000 8,000 ID 2 Nomination 2 20,000 Rolling Nomination Confirmation 2 15,000 15,000 Explicit Confirmation
Slide 57: Proposed Tariff Changes See Appendix
Proposed Tariff Changes See Appendix 57
Slide 58: Confirmation/PDA are Cumbersome and Pending NAESB 1.7 Standards
Confirmation/PDA are Cumbersome and Pending NAESB 1.7 Standards 58
Slide 59: Confirmation/PDAs
Confirmation/PDAs • Issue: Confirmation/PDA are Cumbersome and Pending NAESB 1.7 Standards • Proposed Solutions – # 1: New Option(s) for Point Operator to Provide Confirmation/PDAs – # 2: Ability to Confirm a Portion of the Line Entries – # 3: Auto Confirmation to Apply to “New” Line Entries – # 4:
Slide 60: Confirmation/PDA Area Changes
Confirmation/PDA Area Changes • Summary of Pending NAESB 1.7 standards – 2.3.59 • When an operator provides PDA’s at an aggregated level and such aggregations represent multiple transactions within a contract, the Transportation Service Provide should accept and employ a PDA from the shipper OR empl
Slide 61: Confirmation/PDA
Confirmation/PDA Proposed Solution #1 • Available options to • Available options to provide Confirmation * provide PDA’s ** – Location – Contract – Contract (new) – Upstream or – Upstream or Downstream ID Downstream ID (new) – Nom / PKG ID – Nom / PKG ID (new) – Transaction (new) – Transaction * Pip
Slide 62: Confirmation/PDA
Confirmation/PDA • PDA Rules – PDA options can be changed from one gas day to the next – PDA options can be changed up to the PDA deadline (8pm) – Last PDA option submitted will be used by Transco to allocate – PDA data provided to Transco will be viewable at the option submitted – Confirmation/PDA
Slide 63: Confirmation/PDA
Confirmation/PDA • PDA Rules, cont. – If PDAs are provided at an option which includes multiple contracts, Transco’s priority of service will be utilized to allocate across all contracts within that aggregation, and – If PDAs are provided at an option which includes multiple transactions within a co
Slide 64: PDA for LDC Location
PDA for LDC Location 64
Slide 65: Confirmation/PDA Options at LDC Locations
Confirmation/PDA Options at LDC Locations • Definitions of Confirmation/PDA Options – Downstream ID – an aggregation of scheduled quantities, including zeroes, with the same ID – Contract - an aggregation of scheduled quantities, including zeroes, with the same contract – Nomination/package ID - an
Slide 66: Confirmation/PDA Options at LDC Locations
Confirmation/PDA Options at LDC Locations • Definitions of Confirmation/PDA Options – Transaction – each specific scheduled quantity, including zero, without any aggregation 66
Slide 67: Example: LDC - PDA at Downstream ID Option
Example: LDC - PDA at Downstream ID Option Nomination Data Shipper Contract Receipt Delivery Up/Dn ID Pkg ID Sched Nom/Sched Location Location Rank S1 FT 1 ABC NYP S-1 1 10,000 S1 FT 1 ABC NYP S-1 2 15,000 S1 FT 2 ABC JP S-2 99 20,000 S1 IT 1 ABC JP S-3 1 30,000 S1 GSS WD ABC Swing GSS WD 999 0 S1 L
Slide 68: Example: LDC - PDA at Downstream ID Option
Example: LDC - PDA at Downstream ID Option Allocation Data High Burn Up/Dn ID Nom / PDA Rank Limit Value Alloc Qty H Sched (w/ direction) 40,000 NYP 25,000 High 3 25,000 60,000 JP 50,000 High 2 10,000 25,000 Swing 0 High 1 25,000 Swing 1 0 Low 2 40,000 0 Swing 2 0 Low 1 10,000 0 Total Nom = 75,000 M
Slide 69: Example: LDC - PDA at Downstream ID Option
Example: LDC - PDA at Downstream ID Option Nomination Data / High Burn Detail Cont. Rec Loc Del Loc Up/Dn Pkg ID Sched Nom / Alloc Qty Dn ID ID Rank Sched Alloc FT 1 ABC NYP S-1 1 10,000 10,000 40,000 FT 1 ABC NYP S-1 2 15,000 30,000 FT 2 ABC JP S-2 99 20,000 20,000 IT 1 ABC JP S-3 1 30,000 40,000 6
Slide 70: Example: LDC - PDA at Downstream ID Option
Example: LDC - PDA at Downstream ID Option Allocation Data Low Burn Up/Dn ID Nom / PDA Rank Limit Value Alloc Qty L Sched (w/ direction) NYP 25,000 High 3 25,000 23,350 NYP 25,000 Low null JP 50,000 High 2 10,000 46,650 JP 50,000 Low null Swing 0 High 1 25,000 0 Swing 1 0 Low 2 40,000 40,000 Swing 2
Slide 71: Example: LDC - PDA at Downstream ID Option
Example: LDC - PDA at Downstream ID Option Nomination Data / Low Burn Detail Contract Receipt Delivery Dn ID Pkg ID Sched Noms / Alloc Qty Dn ID Location Location Rank Sched Alloc FT 1 ABC NYP S-1 1 10,000 10,000 23,350 FT 1 ABC NYP S-1 2 15,000 13,350 FT 2 ABC JP S-2 99 20,000 20,000 46,650 IT 1 AB
Slide 72: PDA: Receipts at Non-Pipeline Interconnects
PDA: Receipts at Non-Pipeline Interconnects 72
Slide 73: Confirmation/PDA Options Receipts at Non-Pipeline Interconnects
Confirmation/PDA Options Receipts at Non-Pipeline Interconnects • Definitions of Confirmation/PDA Options – Upstream ID – an aggregation of scheduled quantities (without zeroes for PDAs) with the same ID – Contract - an aggregation of scheduled quantities (without zeroes for PDAs) with the same cont
Slide 74: Confirmation/PDA Options Receipts at Non-Pipeline Interconnects
Confirmation/PDA Options Receipts at Non-Pipeline Interconnects • Definitions of Confirmation/PDA Options – Transaction – each specific scheduled quantity (without zeroes for PDAs) without any aggregation 74
Slide 75: Example: Receipt at Non-Pipeline Interconnect PDA at Upstream ID Option
Example: Receipt at Non-Pipeline Interconnect PDA at Upstream ID Option Nomination Data Shipper Contract Receipt Up ID Pkg ID Sched Rank Nom/Sched Location S1 FT 1 ABC X S-1 1 10,000 PRODUCER S1 FT 1 ABC X S-1 2 15,000 PRODUCER S2 FT 2 ABC Y S-2 99 20,000 PRODUCER S3 IT 1 ABC Y S-3 1 30,000 PRODUCER
Slide 76: Example: Receipt at Non-Pipeline Interconnect PDA at Upstream ID Option
Example: Receipt at Non-Pipeline Interconnect PDA at Upstream ID Option Rank PDA Method Receipt UP ID Nom / Sched Alloc Alloc Location Rank Qty ABC X PRODUCER 25,000 1 25,000 ABC Y PRODUCER 50,000 2 50,000 ABC Z PRODUCER 80,000 3 50,000 Total Nom/Sched =155,000 Measured =125,000 76
Slide 77: Example: Receipt at Non-Pipeline Interconnect PDA at Upstream ID Option
Example: Receipt at Non-Pipeline Interconnect PDA at Upstream ID Option Allocation Detail / Rank Method Shipper Contract Receipt Up ID Pkg ID Sched Nom / Alloc / Alloc Alloc Location Rank Sched Detail Rank Qty S1 FT 1 ABC X S-1 1 10,000 10,000 1 25000 PRODUCER S1 FT 1 ABC X S-1 2 15,000 15,000 PRODU
Slide 78: Example: Receipt at Non-Pipeline Interconnect PDA at Upstream ID Option
Example: Receipt at Non-Pipeline Interconnect PDA at Upstream ID Option Percent PDA Method Receipt UP ID Nom / Sched Percent Percent Location Method ABC X PRODUCER 25,000 16% 20,000 ABC Y PRODUCER 50,000 32% 40,000 ABC Z PRODUCER 80,000 52% 65,000 Total Nom =155,000 Measured = 125,000 78
Slide 79: Example: Receipt at Non-Pipeline Interconnect PDA at Upstream ID Option
Example: Receipt at Non-Pipeline Interconnect PDA at Upstream ID Option Allocation Detail / Percent Method Shipper Contract Receipt Up ID Pkg ID Sched Nom/Sched Alloc / Alloc Alloc Location Rank Detail Percent Qty S1 FT 1 ABC X S-1 1 10,000 10,000 PRODUCER 16% 20,000 S1 FT 1 ABC X S-1 2 PRODUCER 15,
Slide 80: Proposed Tariff Changes See Appendix
Proposed Tariff Changes See Appendix 80
Slide 81: Confirmation/PDA for LDC Location
Confirmation/PDA for LDC Location 81
Slide 82: Confirmation/PDA – LDC View
Confirmation/PDA – LDC View As Proposed 1. This is the default page for confirmations 2. Default is the current gas day and open cycle 3. New “Last Level PDA” field added 82
Slide 83: Confirmation/PDA – LDC View
Confirmation/PDA – LDC View As Proposed 1. Use drop-down to select Location ID 999999, then Refresh page 2. Refresh Alternative Option 1. Auto Refresh after selecting required fields 2. Add Retrieve action to the Action Menu 3. Refresh Button remains on the page 83
Slide 84: Confirmation/PDA – LDC View
Confirmation/PDA – LDC View As Proposed 1. Page returns with confirmation data. 2. To view PDA information, click on ‘Check to Show All PDAs’ box. 84
Slide 85: Confirmation/PDA – LDC View
Confirmation/PDA – LDC View As Proposed 1. Confirmations and PDAs can be viewed, updated and submitted at same time. 85 2. User can select rows(s) or use both ‘Select All’ commands then > Action – Submit Selected PDA(s) AND Confirmation(s) 3. PDA detail will disappear once it is unchecked.
Slide 86: Confirmation/PDA: Receipts at Non-Pipeline Interconnects
Confirmation/PDA: Receipts at Non- Pipeline Interconnects 86
Slide 87: Confirmation/PDA: Receipts at Non-Pipeline Interconnects - As Proposed
Confirmation/PDA: Receipts at Non-Pipeline Interconnects - As Proposed 1. Opening Page for Confirmation the same for LDC or Non-LDC 2. Page opens with the most current open cycle. 3. User enters location 999995 > Refresh 87
Slide 88: Confirmation/PDA: Receipts at Non-Pipeline Interconnects - As Proposed
Confirmation/PDA: Receipts at Non-Pipeline Interconnects - As Proposed 1. Page returns with confirmation data. Select ‘Check to Show All PDA’s’ 88
Slide 89: Confirmation/PDA: Receipts at Non-Pipeline Interconnects - As Proposed
Confirmation/PDA: Receipts at Non-Pipeline Interconnects - As Proposed 1. Confirmation and PDA info now available on same page 2. Note that the Selected Allocation Method determines the editable PDA 89 information.
Slide 90: Confirmation/PDA: Receipts at Non-Pipeline Interconnects - As Proposed
Confirmation/PDA: Receipts at Non-Pipeline Interconnects - As Proposed 1. User can select specific rows or use the ‘Select All’ box. 90 2. Confirm and Submit with Action > Submit Confirmation
Slide 91: Confirmation/PDA: Receipts at Non-Pipeline Interconnects - As Proposed
Confirmation/PDA: Receipts at Non-Pipeline Interconnects - As Proposed 1. Page message after confirmations is complete. 91
Slide 92: Confirmation/PDA
Confirmation/PDA • Issue: Confirmation/PDA Process is Cumbersome & NAESB 1.7 Pending Standards – Proposed Solution #1: New Confirmation & PDA Options – Proposed Solution #2: Ability to confirm a portion of the line entries for a location – Proposed Solution #3: Auto confirmation to apply to “new” li
Slide 93: Confirmation/PDA
Confirmation/PDA – Proposed Solution #4: PDA functionality has been combined with confirmation functionality to improve ease of use • Collapse to one page – Ability to view scheduled quantities when viewing PDA’s – Existing PDA pages have been eliminated • Default view is confirmation, check box for
Slide 94: Confirmation/PDA
Confirmation/PDA – Proposed Solution # 4: PDA functionality has been combined with confirmation functionality to improve ease of use, cont. • When selecting check box to show PDA’s, page will auto refresh displaying PDA information • Confirmation and PDA fields open in editable mode and are aligned
Slide 95: Report Request
Report Request 95
Slide 96: Report Subscription
Report Subscription • Issue: Report Request is Slow and/or Cumbersome – Proposed Solution: Ability to subscribe to specific reports • Initial Reports available for subscription: – Daily Location Allocation – Shipper Imbalance Daily Statement – Summary Location Allocation – Pool Party Report – Storag
Slide 97: Report Subscription
Report Subscription – Proposed Solution: Ability to subscribe to specific reports, cont. • Initial set-up with ability to revise • Retrieval Options – Normal login to 1Line, navigate to report list page – Public EBB, new report subscription tab with direct link to report list page – Option of email
Slide 98: Report Subscription
Report Subscription As Proposed 98
Slide 99: Report Subscription
Report Subscription As Proposed 99
Slide 100: Report Subscription
Report Subscription As Proposed 100
Slide 101: Report Subscription
Report Subscription As Proposed 101
Slide 102: Duplicate Invoices
Duplicate Invoices 102
Slide 103: Billing
Billing • Issue: Customers receive duplicate invoices • Benefits of eBilling today – Bills are available on demand – More time to review bills prior to due date – Identical to the invoice packet delivered via mail – Convenience of printing all or select portions of bill – Eliminates optional Express
Slide 104: Billing
Billing • Proposed eBilling Enhancements – Suppressing zero CPA/PPA to minimize pages – Print capability from main invoice page • Electronic retrieval available today – Refer to the eBilling brochure for quick reference “how to” – Contact your transportation service representative for more detail –
Slide 105: Daily Operational Information
Daily Operational Information (Cogin iLine) (University ) Wednesday 19, May 2004 Cycle Indicators ID-1 Timely D-2 Gas Day 5/19 5/20 5/19 Nomination Cycle CLOSED CLOSED OPEN Confirmation Cycle CLOSED OPEN CLOSED Monthly Status Allocations Data ts available through 05/18/2004 Allocations for April are
Slide 106: Private Notices/Messages
‘Line Private Notices\Messages Leading Energy Solutions. Posting Type: |Message _¥| Read Indicator: | ALL 7 Description Filter: jinvaice * Refresh | ID Description Post Date Read Indicator 6 228403 |Online Invoice Notification 05/09/2004 00:13 N Viewing Records 1 - 1 of 1 Viewing Records 1 - 1 of 1
Slide 107: Invoice Packet Report
Transco BENOIT PARTNERS Action Menu: * Accounting Period: [MAY 2004 = Service Delivery Contact: e it Packet Report Billable Party (Prop): [654321 Invoice Cycle Type: SubmtPacketRepor TS View I Pack: Service Requester (Prop): 4 ‘Transmission Method: [Nond Semue ey Invoice Packet ID: Invoice Packet St
Slide 108: Invoice Packet Reports
D2 w Williams. \eading Energy Solutions. Transco B Home | Messages | Reports | Rate Calculator | Upload | Print | Help | About | Logott Invoicing Invoice Packet Reports Invoice Packet Filter: |25779 Click on report name for online view. Refresh | Clear | Report Name Contract ID Report Create Date St
Slide 109: Billing
Billing • Timeline: Effective with August Billing (September 1 & 10) • eBilling Brochure Included in Two Months of Invoices (Received in July & August) • Notice To Be Posted on Public EBB with the Details 109
Slide 110: Pages with Large Amounts of Data
Pages with Large Amounts of Data 110
Slide 111: Header Freeze
Header Freeze • Issue: Pages with large amounts of data are cumbersome – Proposed Solution: Freeze column headings • Phase 1- Nominations, Confirmations, Scheduling, Allocations, Balances, Report List • Phase 2 – Additional pages by end of year 111
Slide 112: New Portal Page
New Portal Page link 112
Slide 113: Flat Files
Flat Files 113
Slide 114: Flat Files
Flat Files • Issue: System is Slow and/or Cumbersome – Proposed Solution: Flat Files • Tested & Ready for Use: Nominations • Pilot Testers Wanted: Confirmations and PDAs • Refer to Quick Reference Guide for easy instructions • Contact Wayne Benoit at 713-215-4864 to get started • Flat File Training
Slide 115: Estimated Timeline
Estimated Timeline • June/July – Turnover time – eBilling – Header Freezer – Public EBB • Targeting Pre-Winter – Streamline Nomination – Delete Nomination – Nomination Exceeding Firm Contract MDQ – eNotification – Rolling Nomination & Confirmation * – Report Subscription * Subject to FERC approval,
Slide 116: Estimated Timeline
Estimated Timeline • Targeting End of Year – Overall system turnover time • Target Not Yet Determined – Confirmation/PDA streamlining * • Updates to Timeline will be Posted on Public EBB What’s Coming Section * Subject to FERC approval, need customer support 116
Slide 117: Questions?
Questions? 117
Slide 118: Additional Feedback and/or Questions:
Additional Feedback and/or Questions: Wayne Benoit wayne.benoit@williams.com 713-215-4864 Melissa Casey melissa.k.casey@williams.com 713-215-2906 Larry Cunningham larry.g.cunningham@williams.com 713-215-2475 Keith Higginbotham keith.a.higginbotham@williams.com 713-215-2552 Margaret Kleiner margaret.