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• Introduction
• OASIS Development Progress
• Royalty Reporting & Calculation Phase
• Next Steps
• Closing Remarks
Steve
Maria
Tracy
Maria
Steve
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• O il Sands A dministrative and S trategic I nformation
S ystem
– New information system to manage the department’s oil sands business
– Replaces current information system OSCAR
– Some changed processes for Oil Sands Operators
• 2010 – Released Phase 1 - Project Application &
Related Infrastructure
– Implemented web interface for Operators to create and submit OSR Project Applications to DOE electronically
– Provided infrastructure (well, scheme, application and project information) to facilitate the project application review and approval process
– Automated some internal operational processes
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•
2011-2012 Royalty Reporting and Calculation Phase
•
Development work relating to Operators includes:
– Standardization of Royalty Templates
• Full electronic handling and processing, eliminating current manual entry into system
–
New Form Submission Process
• System validation of reported information
–
Royalty and Related Charge Calculations
• System verification of reported calculations
– Financial Transactions Processing
• Charge transactions and payments
–
Royalty Reports from OASIS for Operators to Manage Records
• Submission Confirmation Report
• Submission Turnaround Report
• Monthly Project Payout Balance Report for pre payout projects
• Statement of Account
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• Calendar February 2012 (partial automation)
– Use new royalty templates starting Jan 2012 Report Month
– Form submission via new ETS Interface
• form validation – continue manual review process
• royalty calculation process – continue in OSCAR
• Calendar September 2012 (full automation)
– Form validation and royalty calculation in OASIS
– Supporting details from OASIS provided back to operators
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• CARE and Operator’s Forecast Reporting
– Development work relating to Operators includes:
• CARE and Operator’s Forecast Form Submission
Process
• Reports from OASIS for Operators to manage records
– Tentative implementation – March 2013
– Until then, submission process continues in ETS
Correspondence
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• Standardized royalty templates to enable full electronic handling and processing
• Released to Industry in March 2011 for trial use and feedback
• Industry has not identified any specific issues with the templates
• Internal business review highlighted a few instances where business practice and regulations were not fully aligned
– Led to some revisions in the royalty templates
– No retroactive filing amendments are required
• Templates will be re-released on DOE oil sands website in
Nov 2011
• DOE will provide a review session on the changes to the royalty templates (Nov 2011
– upcoming IB will address)
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• Oil Sands royalty forms will be submitted through a new interface on the department’s Electronic Transfer System (ETS) – Calendar
Feb 2012.
• Submissions through ETS will include:
– Royalty forms
– Statement of Approval
– Audit Opinions (where required)
– Other supporting documents
• Submissions will be received daily – processing frequency will be nightly.
• ETS will validate form submitter. OASIS will perform the validation on the content of the royalty submissions - Calendar Sept 2012.
• Operators will receive a submission confirmation notification that the submission has been sent to OASIS for validation/calculation –
Calendar Sept 2012.
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• OASIS will validate information within each royalty submission and a submission turnaround document will be sent back through ETS identifying any errors and/or rejections.
• Defined business rules for each royalty submission type .
• The form validation rules will be communicated to Industry.
• Must use OASIS compliant templates (with no modifications) otherwise form will be rejected.
• A rejected submission, that is not resubmitted before the filing deadline, will be deemed to be not filed or ‘missing’.
• Penalties are automatically generated for missing submissions.
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• Royalty will be calculated using inputs from the Operator’s submissions and the royalty components on department records
(e.g., royalty rate, BVM, LTBR).
• Prior period amendments will trigger an automatic recalculation of carry forward balances, etc.
• A Submission Turnaround Document identifying the department’s royalty calculation will be provided.
• A Payout Balance Report will be issued once a month to identify the cumulative costs and cumulative revenues to help manage project payout balances.
• A monthly Statement of Account summarizing charges and payments will be generated around the 5 th business day of the month.
• All OASIS generated reports will be provided to Operators through ETS in pdf format. Key reports will also be available in xml format.
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Note: Only partial report content is shown
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• Communicate information on development updates, changed processes and related implementation readiness activities to Operators
• Release royalty templates early (Nov)
• Provide royalty template review session (Nov)
• Establish OASIS meetings on regular basis (starting Nov)
– Frequency based on need
– Set agendas
– Provide clarifications on system processes (phase 1 or 2)
– Get feedback on system enhancement opportunities
• Have some Operators provide files for testing to work through and resolve issues prior to implementation
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• Upcoming IB will address registration for:
– Royalty Template Review (Nov)
– OASIS Meetings (starting Nov)
• Session details will be provided via email to attendees
• Sessions at DOE office in AMEC
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Name
Maria Lee
Tracy
Wadson
Sharon
Tarnawsky
Tashfin
Haque
Tammy
Thomas
Working Title Email
Business
Manager, Lead
Maria.Lee@gov.ab.ca
Business Manager Tracy.Wadson@gov.ab.ca
Phone
Number
780-415-2081
780-427-9266
Business Manager Sharon.Tarnawsky@gov.ab.ca
780-644-5137
Business Manager Tashfin.Haque@gov.ab.ca
780-422-1334
Business Analyst
Support
Tammy.Thomas@gov.ab.ca
780-415-1727
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Name
Maria Lee
Diane
Duchesneau
Rajeev
Bastiampillai
Ana Linares
Working
Title
Business
Manager, Lead
Email
Maria.Lee@gov.ab.ca
Phone
Number
780-415-2081
Business Analyst Diane.Duchesneau@gov.ab.ca
780-644-2620
Business Analyst
Support
Rajeev.Bastiampillai@gov.ab.ca
780-644-1030
Business Analyst
Support
Ana.Linares@gov.ab.ca
780-427-5291
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