1. QPTM-Capacity Release

2. Capacity Release- Topics Covered
 Workflow of the Capacity Release Process (Page 3)
 How to Complete a Capacity Release Offer (Pages 4-11, 14)
 Capacity Release Recall/Reput Offer (Page 12)
 Withdrawal of a Capacity Release (Page 13)
 How to Submit a Capacity Release Bid (Pages 15-20)
 Offer Download (Pages 21-22)
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3. Capacity Release- Process Flow
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4. Capacity Release- Offers
 The Offer Screen allows users to enter all the specifics regarding an offer and post or withdraw an offer
 Offers can be saved in draft mode
Use Update button
Pink fields are not required in draft mode; requited in non-draft mode
 Submit button:
Online validations
Contract Validation processes occur (MDQ, etc.)
 Offer status set to APPROVED
Must be approved to bid on
 Offer cannot be withdrawn once it has been bid on
 Offer cannot be updated once submitted
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5. Offer Screen Header Click N button
Enter Releasing Dates
Enter Releasing Party
Enter if the Offer is an Index
Based Release or a Market
Based Release (Yes/No)
Enter Cycle
Used to enter all terms of the offer
Header also contains:
Status
Post Date/Post Time
Cap Awd Date/Cap Awd Time (Award Posting timeline type)
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6. Offer Screen General Tab
Release Type
Prearranged Deal
Permanent Release
Recall/Reput
Allow Re-Release
Disclosure
Release Lesser Qty
Shorter Term
Bid Period Start and End
Bid Evaluation Indicator
Used to enter all terms of the offer
3 Choices:
Asset Management Agreement
Retail Choice
Other
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7. Offer Screen General Tab (Cont.)
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8. Offer Screen Detail Tab
Releasing Contract
Receipt and Delivery Locations
Location Qty Type
Quantity Released
Max Tariff Rate and Min
Acceptable Rate
Prearranged Bid Term Information
Used for both Transportation
and Storage Releases
Storage Releases typically have 3 components:
MSQ
MDIQ
MDWQ
Used to enter all contracts and points being released
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9. Offer Screen Detail Tab (Cont.)
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10. Offer Screen Pre-Arranged Bidder Tab
Required if release type is prearranged
Only one pre-arranged bidder
per offer
Affiliate indicator explains the relationship between the prearranged bidder, the transportation service provider, and the releasing shipper
Specifies the pre-arranged bidder
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11. Offer Screen Additional Terms Tab
Supplements the General tab
Customer enters text/notes
Used to specify additional terms for the offer
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12. Offer Screen Recall/Reput Tab
Only shown if the offer can be recalled or reput, as indicated by the Recall/Reput field on the General tab
Option to specify if the releaser will only recall capacity on a business day
Recall notification period contains information about the cycle during which capacity can be recalled
Associated terms related to recall/reput can also be entered in the terms field
Used to specify the terms under which capacity can be recalled or reput
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13. Offer Screen Withdrawal Tab
Offer can only be withdrawn if
no bids currently exist for the offer and the bid period has not already expired
Click the “Withdraw” button after filling in the withdraw details
Withdrawal type is automatically
filled in (either offer or bid)
Specifies the withdraw details for the offer
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14. Submitting an Offer *Offer number will be automatically generated*
Click Validate and review
for errors
Click Submit
Add new record popup
Appears  Click Yes
System Validations will run
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15. Capacity Release Bids
 The Bid screen allows users to bid on capacity release offers that are available
 Bids must be submitted during the bid period
 Pre-Arranged bids are automatically created through Offer submission
Prearranged bidder must submit approval of bid through Bid Screen
 Submit button
Bid validations are ran to check against offer terms
 Bids can also be saved in draft mode
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16. Bid Screen Header Used to enter all terms of the bid Offer Number
Bidder Rel Term Dates
Post Date/Post Time
Bid Status
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17. Bid Screen General Tab Used to enter all terms of the bid
Pre-Arranged Bid Indicator
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18. Used to enter all contracts and points being
Bid Screen Detail Tab
Use picklist to view Offer Detail to choose pieces of the offer to bid on
Specify:
Bid Qty
Bid Rate
Bid Basis
Used to enter all contracts and points being
bid on
Pre-Arranged Bid Indicator
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19. Bid Screen Contingency Tab
If the bid is contingent, bid terms and notes can be entered
Indicates if a bid is contingent or not
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20. Capacity Release Award Header Screen
Retrieve by:
Offer Number
Award Number
Used to select the winning bid(s) of the offer
Displays other offer
terms
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21. Offer/Bid/Award Downloads
- Offer/Bid/Award screens contain links to the NAESB downloads
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22. Sample Offer Download
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