COMMODITY FORMS HELP NATURAL GAS TABLE OF CONTENTS

Transcription

1 TABLE OF CONTENTS 1.0 INTRODUCTION CONTACT US ACCESSING COMMODITY FORMS FOR NATURAL GAS FILING COMMODITY FORMS SELECT FILING OPTIONS COMMODITY GAS HOME PAGE COMPLETING A COMMODITY FORM FOR GAS/LNG/CNG INSTRUCTIONS DOWNLOADS UPLOAD FILING HISTORY NATURAL GAS EXPORTS NATURAL GAS IMPORTS IN-TRANSIT GAS LIQUEFIED NATURAL GAS (LNG) IMPORTS & EXPORTS COMPRESSED NATURAL GAS IMPORTS & EXPORTS REVIEW & SUBMIT VIEW SUBMITTED FILINGS LOGOUT NATIONAL ENERGY BOARD WEBSITE - REPORTS

2 1.0 INTRODUCTION Both government and businesses face the challenge of transforming services to keep up with changes in technology, business and management practices. At the same time, expectations for the security, privacy and integrity of transactions has increased. The National Energy Board (NEB) has met this challenge by releasing a web-based system, Commodity Forms, to automate the filing of Gas and other commodities (oil and electricity). The Commodity Forms system streamlines the validation of data, automates calculations and minimizes errors. For example, filers will no longer need to fill in and fax paper forms. We have worked to improve the accountability and transparency of our processes, while ensuring the security and confidentiality of your data and transactions. Thanks to the SecureKey and GC Key technology your electronic transactions will have official legal status, thereby eliminating paper from the filing process. 2.0 CONTACT US If you have a question or issues regarding SecureKey Concierge, contact the SecureKey Concierge help desk toll free. SECUREKEY (Canada and U.S.) If you have a question or issues regarding GC Key, contact a GC Key customer service representative. GC KEY (Canada and U.S.) If you have a question regarding Gas Filing Portal, please review our First Time User Guide and/or The Commodity Forms Help document before contacting us as the information you are looking for may already be provided. We would be glad to assist you by phone during core business hours, Monday to Friday from 08:30 to 16:30 MST (except holidays). CTS HELP (Canada and U.S.) Please leave a detailed message when calling outside of business hours or if we are busy helping another caller, we will return your call as soon as possible. 2

3 3.0 ACCESSING COMMODITY FORMS FOR GAS/LNG/CNG To successfully access the Commodity Tracking System you will require: 1. NEB Gas Filing Portal URL Link 2. Register with SecureKey or GC Key See: First Time User Guide 3. Require Single Use Code for instructions 4. Require CTS Security Answer Sheet and Company Filing ID 3.1 FILING COMMODITY FORMS Registered users click Gas Filing Portal First Time Users please read the First Time User Guide before registering When registered Click on the Gas Filing Portal 3

4 Now click on the GC Key Log In button. Log in with your GC Key user id and password 4

5 Click Continue Filer ID: Company Filing ID (8 numeric) received in system generated Example: CTS Login Information) 5

6 From: Sent: To: Subject: CTS Login Information/Informations de connexion pour le SSP To: CTS Security Answers.pdf Please find attached your filing identification code and security answer sheet which are required for access to the National Energy Board's Commodity Tracking System (CTS). As a designated filer for your company, the following is your company's private filing identification code and should not be disclosed to others: The attached CTS Security Answer Sheet provides your answers (password) to the security question asked as part of your login to CTS. The following are links to the First Time User Guide to assist in setting up your access to CTS as well as the CTS Help document to assist you in your monthly reporting to the National Energy Board. This Filing ID will be fixed to your company name This same Filing ID number will be used on all subsequent logins Click Continue Click Cancel if you wish to go back to the landing page 6

7 CTS Security Question is generated by the system CTS Security Answer is in the CTS Security Answer Sheet ed to Filer CTS Security Answer: CTS Security Question: G2 B7 B3 Examine CTS Security Answer Sheet received in system generated example Page 6 Example: (cts-ssp@neb-one.gc.ca CTS Login Information) Determine CTS Security Answer Example: Look under G2-4C4 Look under B7 - D7F Look under B3 - q3s (not case sensitive) The CTS Security Answer: 4C4 D7F Q3S When the Filer logs in these values will be used for the CTS Security Answer Click Continue Note: On each login the system will generate a new question which in turn will require a new answer using the CTS Answer Sheet Single Use Code (4 Letter Upper Case) communicated to Filer via telephone or by Research Officer Note: You will only need to use this code on your first login. You will not be asked for it on subsequent logins. If, for any reason (forgot password etc.) you re-register for Access you will be again prompted for this code. Click Continue Filer Approved 7

8 3.2 SELECT FILING OPTIONS The CTS system defaults to Metric/$CDN. To assist you in filing your monthly report, there are different reporting options available. All screens ask for the same data to be entered. This help guide will depict the Metric/$CDN. Look to the top of the screen to choose to file your data in Imperial/$US and/or in French. Click on the words in the blue bar and this option becomes available Imperial and/or French 8

9 4.0 COMMODITY GAS HOME PAGE Commodity Gas Home Page lists the gas types and outstanding months which your company is required to file. Select Submitted Filings to view or revise past filings. (Instructions on page 34) 9

10 5.0 COMPLETING A COMMODITY FORM FOR GAS/LNG/CNG Please ensure you have the information you need before starting This automated system replaces reporting forms NEB15 and NEB205 Information must be filed within 30 days from the end of the month Use the side menu to navigate to each form For security reasons, once you log into the session to complete the monthly reports you will have one hour before the system will time-out. If you have not completed your reports, you will need to exit and log in again. If the session is left idle for over one hour it will also time out and you will need to exit and login again. Select the month for which you are filing, from the Commodity Gas Home Page and the Instruction page will open. 10

11 5.1 INSTRUCTIONS Use this side menu to navigate through the different sections of the form. Only complete the sections of the form for which your company holds an order. (i.e. if your company does not hold a Natural Gas Import Order skip that section) When a natural gas, liquefied natural gas (LNG) or compressed natural gas (CNG) licence or order is in effect but no exports or imports have occurred during the month, a "NIL" report must be submitted. Please navigate to the Submit page to file a "NIL" report. (Instructions on page 32) Go to Commodity Gas Home to select another reporting period or navigate to previously submitted filings. Go to Downloads to get reference information that is required to create a valid filing for upload. Go to Upload to upload filing data for this reporting period from a spreadsheet. Go to Filing History to see the history of activity for this company. Select your gas type: Natural Gas Exports or Imports, LNG Exports or Imports or CNG Exports or Imports, to add or modify shipment data for this filing. Information will be saved as it is added. Go to Review & Submit to view a summary of this filing and to submit this filing to the National Energy Board. Select Logout to end this session. 11

12 5.2 DOWNLOADS This screen provides links to reference data in comma-separated values (CSV) file format. This information will be helpful when creating a new filing using the upload option. Valid export/import points for this reporting period - Table showing valid port names, location, the U.S. name and U.S. location Standard country codes - Country codes and country name list Previously used purchasers and suppliers list of purchasers and suppliers which your company has previously used Activities for this filing A template to use to upload the monthly activities. Fields required are: Export/Import Order number Purchaser/supplier Country code (from & to) Port name (LNG & Gas via pipeline) Volume Heat content Value Vessel (LNG only) Transport mode (pipeline/ marine/ railway/truck) Border point city and border point province (LNG, Gas & CNG via marine, railway and truck) Save this template in CSV file format to use to upload into database. 12

13 5.3 UPLOAD On this screen you can upload a comma separated value (CSV) format file that includes all the activities for this reporting period. Note that uploading will erase all data currently in this filing. To begin, click the browse button and select the file you saved, then click Upload. For a successful upload to occur, all data must be valid. Warning messages will alert the filer if errors are found on the page. Your uploaded data must be in Metric / $CDN. Once the upload is successful, click Review & Submit, and the data to be saved into the system. (Submit instructions on page 32) 5.4 FILING HISTORY To access your previous monthly filings select Filing History. This screen displays your prior filings and status. 13

14 5.5 NATURAL GAS EXPORTS To report gas exports, select Natural Gas Exports from the blue bar under Navigation on the left hand side. To begin the filer will select Add Activity button from top right hand corner 14

15 Instrument Select the Board issued export order or license number (GO-XX-201X or GL-XXX) from the drop down box Transport Select the transportation method used on the transaction from the dropdown box. (Pipeline/Marine/Railway/Truck) Export Point Select the point of export from the drop down box at which the natural gas crossed the Canada/U.S. international boundary via pipeline. When exports occur via truck or railway select the border point City, Province. A separate entry is to be used for each individual point of export. Purchaser Type the first letter of the name of the U.S. Company who purchased the exported gas, select from the list. Use a separate line for each export customer at each export point. If the name of the Company does not appear in the list, add it. Add new purchaser: To add a new company, which doesn t appear on your list, type the new company s name here. Click Add and the company name moves up to the Purchaser line and is entered. Country of Origin/Destination Using the drop down menu select the country where the gas originated and the country of destination. 15

16 Energy This line only requires two of the three fields to be filled in COMMODITY FORMS HELP NATURAL GAS Heat Content: The heat content of the natural gas exported must be reported in megajoules per cubic metre (MJ/m 3 ) at standard reference conditions of 15 C and kpa and corrected to zero moisture content (i.e. dry basis) The MJ/m 3 is to be reported to two decimal places. Volume: The total monthly volume of natural gas is to be reported by export point under each instrument in effect. To be reported in thousands of cubic metres (10 3 m 3 ) on a dry basis (moisture content of less than 110 mg/m 3 ) and at standard reference conditions of 15 C and KPA. Energy: Report the energy in Gigajoules (GJ) here Value Price Save Enter the total dollar value of the natural gas at the international border reported in dollars and cents. A price for this transaction will automatically calculate. To save this entry click save or save and add another (bottom of the screen). For every save, a new row will appear in the table. You can Edit or Delete each row as required. When you are done, move to another section of the form using the left-hand menu. All your transactions will be summarized in the Summary box on the left. 16

17 5.6 NATURAL GAS IMPORTS To report natural gas imports select the Natural Gas Imports from the blue bar under Navigation. To begin the filer will select Add Activity button from top right hand corner 17

18 Instrument Select the Board issued import order or license number (GO-XX-201X or GL-XXX) from the drop down box Transport Select the transportation method used on the transaction from the dropdown box. (Pipeline/Marine/Railway/Truck) Import Point Select the point of import from the drop down box at which the natural gas crossed the Canada/U.S. international boundary via pipeline. When imports occur via truck or railway, select the border point City, State. A separate entry is to be used for each individual point of import. Supplier Type the first letter of the import supplier and select from the list. Use a separate line for each import customer at each import point. If the name of the Company does not appear in the list, add it. Add new supplier: To add a new company, which doesn t appear on your list, type the company s name here Click Add and the company name moves up to the Supplier line and is entered. 18

19 Country of Origin/Destination Using the drop down menu select the country where the gas originated and the country of destination Energy This line only requires two of the three fields to be filled in Heat Content: The heat content of the natural gas imported must be reported in megajoules per cubic metre (MJ/m 3 ) at standard reference conditions of 15 C and kpa and corrected to zero moisture content (i.e. dry basis) The MJ/m 3 is to be reported to two decimal places. Volume: The total monthly volume of natural gas is to be reported by import point under each instrument in effect. To be reported in thousands of cubic metres (10 3 m 3 ) on a dry basis (moisture content of less than 110 mg/m 3 ) and at standard reference conditions of 15 C and KPA. Energy: Report the energy in Gigajoules (GJ) here Value Enter the total dollar value of the natural gas to be reported in dollars and cents. Price A price for this transaction will automatically calculate. Save To save this entry click save or save and add another (bottom of the screen). For every save, a new row will appear in the table. You can Edit or Delete each row as required. When you are done, move to another section of the form using the left-hand menu. 19

20 All your transactions will be summarized in the Summary box on the left. 5.7 IN-TRANSIT GAS To report in-transit natural gas movements select either of the required Natural Gas Export or Import screens from the blue bar under Navigation. In-Transit Exports To report exports of natural gas related to in-transit movements (i.e. the export portion of natural gas exported for the subsequent import or the export portion of natural gas imported for subsequent export) 20

21 To begin the filer will select Add Activity button from top right hand corner Instrument Select the Board issued in-transit order number (GOL-XX-201X) from the drop down box Transport Select the transportation method used on the transaction from the dropdown box. (Pipeline) Export Point Select the point of export from the drop down box at which the natural gas crossed the Canada/U.S. international boundary. The selection of export points will be specific to your In-transit order. Purchaser** **Not applicable for exports of natural gas related to in-transit movements. Country of Origin/Destination Using the drop down menu select the country where the gas originated and the country of destination. 21

22 Energy This line only requires two of the three fields to be filled in Value** *Price COMMODITY FORMS HELP NATURAL GAS Heat Content: The heat content of the natural gas exported must be reported in megajoules per cubic metre (MJ/m 3 ) at standard reference conditions of 15 C and kpa and corrected to zero moisture content (i.e. dry basis) The MJ/m 3 is to be reported to two decimal places. Volume: The total monthly volume of natural gas is to be reported by export point under each instrument in effect. To be reported in thousands of cubic metres (10 3 m 3 ) on a dry basis (moisture content of less than 110 mg/m 3 ) and at standard reference conditions of 15 C and KPA. Energy: Report the Energy in Gigajoules (GJ) here **Not applicable for exports of natural gas related to in-transit movements. Enter the total dollar value of the natural gas to be reported in dollars and cents. A price for this transaction will automatically calculate if a value is entered. Save To save this entry click save or save and add another (bottom of the screen). For every save, a new row will appear in the table. You can Edit or Delete each row as required. When you are done, move to another section of the form using the left-hand menu. All your transactions will be summarized in the Summary box on the left. 22

23 In-Transit - Imports COMMODITY FORMS HELP NATURAL GAS To report imports of natural gas related to in-transit movements (i.e. the import portion of natural gas imported for subsequent export or the import point of natural gas exported for subsequent import) To begin the filer will select Add Activity button from top right hand corner Instrument Select the Board issued In-Transit order number (GOL-XX-201X) from the drop down box Transport Select the transportation method used on the transaction from the dropdown box. (Pipeline) Import Point Select the point of import from the drop down box at which the natural gas crossed the Canada/U.S. international boundary. The selection of import points will be specific to your In-transit order. Supplier** **Not applicable for exports of natural gas related to in-transit movements. 23

24 Country of Origin/Destination Using the drop down menu select the country where the gas originated and the country of destination. Energy This line only requires two of the three fields to be filled in Heat Content: The heat content of the natural gas imported must be reported in megajoules per cubic metre (MJ/m 3 ) at standard reference conditions of 15 C and kpa and corrected to zero moisture content (i.e. dry basis) The MJ/m 3 is to be reported to two decimal places. Volume: The total monthly volume of natural gas is to be reported by import point under each instrument in effect. To be reported in thousands of cubic metres (10 3 m 3 ) on a dry basis (moisture content of less than 110 mg/m 3 ) and at standard reference conditions of 15 C and KPA. Energy: Report the energy in Gigajoules (GJ) here Value** **Not applicable for exports of natural gas related to in-transit movements. Enter the total dollar value of the natural gas to be reported in dollars and cents. *Price Save A price for this transaction will automatically calculate if a value was entered. To save this entry click save or save and add another (bottom of the screen). For every save, a new row will appear in the table. You can Edit or Delete each row as required. When you are done, move to another section of the form using the left-hand menu. All your transactions will be summarized in the Summary box on the left. 24

25 5.8 LIQUEFIED NATURAL GAS IMPORTS & EXPORTS On the Commodity Gas Home Page, under LNG you will find a list the outstanding months which you are required to file. Select the month for which you are filing. To report Liquefied Natural Gas (LNG) data, select the required screen from the blue bar under Navigation on the left hand side. 25

26 To begin the filer will select Add Activity button from top right hand corner Or 26

27 Instrument Select the Board issued LNG order or license number (GO-XX-201X or GL-XXX) from the drop down box Transport Select the transportation method used on the transaction from the dropdown box. (Pipeline/Marine/Railway/Truck) Import or Export Point Select the point of import or export which is specific to your LNG order or licence. When imports or exports occur via truck, railway or marine indicate via dropdown the border point City, Province/State. Supplier or Purchaser Type the first letter of the name Supplier/Purchaser of the imported/exported gas, select from the list. Use a separate line for each import supplier at each import point. If the name of the Company does not appear in the list, add it. Add new supplier/purchaser: To add a new company, which doesn t appear on your list, type the company s name here To add a new company, which doesn t appear on your list, type the company s name here Click Add and the company name moves up to the Supplier/Purchaser line and is entered. Country of Origin/Destination Using the drop down menu select the country of origin/destination of the LNG Vessel Name Name of the LNG tanker, truck or railcar. 27

28 Energy This line only requires two of the three fields to be filled in Heat Content: The heat content of the natural gas in liquefied form imported must be reported in megajoules per cubic metre (MJ/m 3 ) at standard reference conditions of 15 C and kpa and corrected to zero moisture content (i.e. dry basis) The MJ/m 3 is to be reported to two decimal places. Volume: The total monthly volume of natural gas in liquefied form is to be reported by import point under each instrument in effect. To be reported in thousands of cubic metres (10 3 m 3 ) on a dry basis (moisture content of less than 110 mg/m 3 ) and at standard reference conditions of 15 C and KPA. Value Price Save Energy: Report the energy in Gigajoules (GJ) here Enter the total dollar value of the natural gas in liquefied form to be reported in dollars and cents. A price for this transaction will automatically calculate. To save this entry click save or save and add another (bottom of the screen). For every save, a new row will appear in the table. You can Edit or Delete each row as required. When you are done, move to another section of the form using the left-hand menu. All your transactions will be summarized in the Summary box on the left. 28

29 5.9 COMPRESSED NATURAL GAS IMPORTS & EXPORTS On the Commodity Gas Home Page, under CNG you will find a list the outstanding months which you are required to file. Select the month for which you are filing. To report CNG data, select the required screen from the blue bar under Navigation on the left hand side. To begin the filer will select Add Activity button from top right hand corner 29

30 or 30

31 Instrument Select the Board issued CNG order number (GO-XX-201X) from the drop down box Transport Select the transportation method used on the transaction from the dropdown box. (Pipeline/Marine/Railway/Truck) Import or Export Point Select the point of import or export at which the CNG crossed the Canada/U.S. international boundary. When exports/imports occur via truck, rail or marine select the border point City, Province/State. A separate entry is to be used for each individual point of export or import. Supplier or Purchaser Use a separate line for each import supplier at each import point. If the name of the Company does not appear in the list, add it. Add new supplier /purchaser: To add a new company, which doesn t appear on your list, type the company s name here Click Add and the company name moves up to the Supplier/Purchaser line and is entered. Country of Origin/Destination Using the drop down menu select the country of origin/destination of the CNG Vessel Name Name of the tanker, truck or railcar. 31

32 Energy This line only requires two of the three fields to be filled in Heat Content: The heat content of the natural gas in liquefied form imported must be reported in megajoules per cubic metre (MJ/m3) at standard reference conditions of 15 C and kpa and corrected to zero moisture content (i.e. dry basis) The MJ/m3 is to be reported to two decimal places. Volume: The total monthly volume of natural gas in liquefied form is to be reported by import point under each instrument in effect. To be reported in thousands of cubic metres (103m3) on a dry basis (moisture content of less than 110 mg/m3) and at standard reference conditions of 15 C and KPA. Energy: Report the energy in Gigajoules (GJ) here Value Enter the total dollar value of the natural gas in compressed form to be reported in dollars and cents. Price A price for this transaction will automatically calculate. To save this entry click save or save and add another (bottom of the screen). For every save, a new row will appear in the table. You can Edit or Delete each row as required. When you are done, move to another section of the form using the left-hand menu. All your transactions will be summarized in the Summary box on the left REVIEW & SUBMIT Please note that before submitting your data, ensure that both exports and imports are entered into the system. Once the filing has been entered and is ready to submit, select Review & Submit from the blue bar under Navigation on the left hand side. 32

33 A summary of your information will be displayed for your review. Click Submit button (bottom of screen) to submit the data into the system. The Commodity Forms Home page appears. 33

34 6.0 VIEW SUBMITTED FILINGS Click on Submitted Filings in the side menu of the home page to view submitted forms Choose Product, From and To Date and Search 34

35 Click on View Filing to see a summary For Revision: Bottom of screen Click on Click here to revise this filing 35

36 Insert brief note to explain revision Click Revise and you will be returned to the home page. Proceed from there to update/revise your filing. Click Submit to submit your revision. 7.0 LOGOUT When all tasks are complete and you want to logout of the Commodities Tracking System click Logout. 36

37 8.0 NATIONAL ENERGY BOARD WEBSITE REPORTS NEB Website Home Page On left side of screen: Scroll to Energy Information Choose Statistics 37