Predetermined Allocation (PDA)

Predetermined Allocation (PDA)

Pre-Determined Allocations

Contents Pre-Determined Allocation (PDA) Submission ...................................................................................... 1 Allocations PDA Submission – Business Party (BP) ........................................................................ 4 Allocations PDA Submission – Transaction Type ............................................................................. 5 Allocations PDA Submission – Noms ................................................................................................. 6 PDA Allocations Dates .......................................................................................................................... 6 PDA Allocations Locations .................................................................................................................... 7 Month-End Allocations ............................................................................................................................. 11 Location of Percentage Calculator .................................................................................................... 12 Percentage Calculator ......................................................................................................................... 12 Month-End Allocation Process ........................................................................................................... 13 July 2016 Production Month – Monthly Allocation Splits ............................................................... 13 Month-End Allocations ......................................................................................................................... 14 PDA Allocations Dates ........................................................................................................................ 15 PDA Allocations Location .................................................................................................................... 15 Retrieving Allocation ............................................................................................................................ 16 End Dating PDA Allocations ............................................................................................................... 16 Updating Percentage Splits ................................................................................................................ 17 Creating New PDA for Following Month ........................................................................................... 17 PDA Allocations Location .................................................................................................................... 18 Allocation Process ................................................................................................................................ 18 Support Contacts ...................................................................................................................................... 18

Pre-Determined Allocation (PDA) Submission • Only 1 PDA rule is available – Percentage

• Each shipper/class of service is assigned a percentage at the meter location. The flow will be allocated based on the percentage. • Percentage total must equal 100%. • CSO’s can reallocate the percentage after final measurement is received.

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Pre-Determined Allocations

• TransGas has developed a spreadsheet to help CSOs determine their percentage splits after final measurement has come in, available at www.transgas.com – CSO’s will then have to update the split percentage to obtain the correct split.

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Pre-Determined Allocations

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Pre-Determined Allocations

Allocations PDA Submission – Business Party (BP)

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Pre-Determined Allocations

Allocations PDA Submission – Transaction Type

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Pre-Determined Allocations

Allocations PDA Submission – Noms

PDA Allocations Dates

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Pre-Determined Allocations

PDA Allocations Locations

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Pre-Determined Allocations

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Pre-Determined Allocations

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Pre-Determined Allocations

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Pre-Determined Allocations

Month-End Allocations • At month-end, CSOs will still have to input their final allocations based on final measurement. • TransGas has developed a spreadsheet to which will calculate the % based on GJ’s

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Pre-Determined Allocations

Location of Percentage Calculator • Can be found on the TransGas homepage under Services

Percentage Calculator

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Pre-Determined Allocations

Month-End Allocation Process • After Month-End measurement has been finalized, CSO’s must go in and do their month-end splits, entering the proper percentage allocation for the previous month. • They can use the percentage calculator to determine their splits.

July 2016 Production Month – Monthly Allocation Splits

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Pre-Determined Allocations

Month-End Allocations

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Pre-Determined Allocations

PDA Allocations Dates

PDA Allocations Location

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Pre-Determined Allocations

Retrieving Allocation

End Dating PDA Allocations

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Pre-Determined Allocations

Updating Percentage Splits

Creating New PDA for Following Month

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Pre-Determined Allocations

PDA Allocations Location

Allocation Process • Measurement, Allocation and Inventory is updated: – 6:30 AM and 9:00 AM for the previous 2 days – Every evening – As revised measurement is updated • A PDA change does not update the Allocation until the Allocation process has run for the time period affected Support Contacts Customer Service Administrators • Email: [email protected] (nominations, invoices, allocations) • Email: [email protected] (contracts) • Phone: 306-777-9900

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