Transcript Government of Alberta PowerPoint Presentations

OASIS Development Update
General Information Session
October 13, 2011
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Agenda
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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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OASIS Development Progress
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Development Overview
• Oil Sands Administrative and Strategic Information
System
– 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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Currently in progress
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2011-2012 Royalty Reporting and Calculation Phase
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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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Tentative Implementation Timeline
• 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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2013 Delivery
• 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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Questions
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Royalty Reporting and Calculation
Development Phase
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New Royalty Templates
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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
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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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Royalty Form Submission
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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
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Submissions will be received daily – processing frequency
will be nightly.
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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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Validating Royalty Forms
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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 Calculation
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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 5th 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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Submission Confirmation Report
(For illustration only - final version may vary)
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Submission Turnaround Document
(For illustration only – final version may vary)
Note: Only partial report content is shown
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Payout Balance Report
(For illustration only – final version may vary)
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Statement of Account – Summary
(For illustration only – final version may vary )
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Statement of Account – Details
(For illustration only – final version may vary)
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Statement of Account – Details
(For illustration only – final version may vary)
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Questions
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To Facilitate Transition…
• 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)
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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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To Facilitate Transition…
• 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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OASIS Phase 2 Business
Development Team
Name
Working Title Email
Phone
Number
Maria Lee
Business
Manager, Lead
[email protected]
780-415-2081
Tracy
Wadson
Business Manager
[email protected]
780-427-9266
Sharon
Tarnawsky
Business Manager
[email protected]
780-644-5137
Tashfin
Haque
Business Manager
[email protected]
780-422-1334
Tammy
Thomas
Business Analyst
Support
[email protected]
780-415-1727
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OASIS Phase 1 Business
Maintenance Team
Name
Working
Title
Email
Phone
Number
Maria Lee
Business
Manager, Lead
[email protected]
780-415-2081
Diane
Duchesneau
Business Analyst
[email protected]
780-644-2620
Rajeev
Bastiampillai
Business Analyst
Support
[email protected]
780-644-1030
Ana Linares
Business Analyst
Support
[email protected]
780-427-5291
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Questions?
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