Transcript PNG Continuation: Validation

Welcome
To the ETS – PNG Continuation:
Validation
Online Training Course
PNG Continuation: Validation is the process for your
company to fill in and submit an Online Validation
Application via ETS. You will start by creating a new
application and submitting it. The application will
progress through various stages (statuses) and
eventually be completed.
Using an Online Validation Application your company
can apply for a Section 11 by providing well information.
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Revisions
Date
Revisions Type
Page Number
October 20, 2014
Initial Creation
All
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Introduction
In this module you will learn how to:
• Create and submit an Online Validation Application.
• Cancel or withdraw an Online Validation Application.
• Review and respond to an offer.
• Amend a Processing (Submitted) application that has well(s)
drilling over expiry and whose agreement has expired.
• View a final document.
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Login to ETS
1. Login to ETS with
your user name and
password
2. Expand PNG
Continuation
3. Select Validation
Application
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Create and Submit a Validation Application
•
You must have Creator role to create (or amend) an application and
Submitter role to submit an application.
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Create Validation Application – Administration Information
1. Select Company Name,
optionally Applicant File
Number, and Comment
2. Select Contact
information and
edit if required
When an application is created, its status is “Work in Progress.”
Contact Information can be updated at anytime.
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Create Validation Application – Administration Information
– Add Technical Contact
3. Click on Add
Technical
Contact
4. Enter
Technical
Contact
5. Click Save
Use the Save button after completing information on each tab.
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If a non-required field is missing, the screen may display a warning message. Nevertheless, you
would still be able to save the application data.
Warning
Message
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If a required field is missing or an application validation fails, the screen will display an error
message. Correct the application accordingly and try saving again.
Error
Message
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ETS request number for the application is generated and displayed upon successful save.
At this time, the application can be retrieved and opened from your Work In Progress list.
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Create Validation Application – Licence Agreement Information
– Add Agreement
1. Click on
Licence tab
2. Click on
button to search
agreements
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Create Validation Application – Licence Agreement Information
– Add Agreement (continued)
3. Enter
Number
4. Click Search
5. Click on
checkbox
6. Click OK
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Create Validation Application – Licence Agreement Information
– Select Lands to Validate
1. Click on
button
After an agreement is added, the Expiry Date is
automatically populated.
2. Click on checkbox to select all
lands or each individual land
3. Click OK
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Create Validation Application – Licence Agreement Information
– Request Extension
• If requesting an extension under 8(1)(h) or 26, select one of the options in the Section dropdown list and provide
the extension date.
• If requesting an 8(1)(g), provide the extension date. [8(1)(g) extends the period of time you can submit your
application, and it must be requested with either 8(1)(h), 26, or 11 (by completing the Wells tab).]
1. Click
checkbox
2. Select
Section
3. Select
extension date
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Create Validation Application – Licence Agreement Information
– Request Extension (continued)
6. Optionally
click checkbox
4. Click
Browse
5. Click Add
Document
Extension Document, which contains the reason for needing the extension, must be attached and must be in either Word or
PDF format. No technical data can be attached.
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Create Validation Application – Wells Tab
– Add Well
1. Click on
Wells tab
3. Enter Well ID
4. Click Add
2. Select well
type
You can add multiple validating or earning wells.
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Create Validation Application – Wells Tab
– Add Well (continued)
6. Optionally enter
Sections Earned (for
Validating Well)
After a well is added, the Licence No. is
automatically populated.
5. Click on
checkbox if
applicable
For details on Drilling Over Expiry refer to the corresponding section later in this training course.
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Create Validation Application – Wells Tab
– Add Well (continued)
7. Click
Customize
8. Select lands
9. Click OK
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Create Validation Application – Wells Tab
– Add Well (continued)
10. Click on
button
11. Select zone
12. Click Select
In the Select Zone list, first click on any zone and type the first letter of the zone you are searching for. The system will
navigate alphabetically.
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Create Validation Application – Wells Tab
– Add Well (continued)
13. Select option
At least one type of data
must be provided.
All technical data must be
either sent by Courier or Mail
or sent previously.
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Create Validation Application – Wells Tab
– Add Source Agreement for Earning Well
Source Agreement for Earning Well is optional.
1. Click on
button
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Create Validation Application – Wells Tab
– Add Source Agreement for Earning Well (continued)
2. Enter
Number
3. Click Search
4. Click on
checkbox
5. Click OK
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Create Validation Application – Wells Tab
– Add Multi-leg Well
Add a Multi-leg Well if applicable.
2. Enter Well ID
3. Click Add
1. Select Multi-leg
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Create Validation Application – Wells Tab
– Add Multi-leg Well (continued)
A Multi-leg Well must have a
corresponding Validating Well or
Earning Well, and its Well Licence
Number must match that of the
Validating Well or Earning Well
entered.
4. Click on
checkbox if
applicable
Unless the validating or earning well
has Drilling Over Expiry selected, the
multi-leg well will not have the
Drilling Over Expiry option.
5. Select zone
6. Select
options
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Create Validation Application – Data Tab
– Remove Well
If needed, use this button to
remove the added well.
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Create Validation Application – Data Tab
– Add Company
This tab is required only if the data is going to
be submitted by another company.
An authorization request is also required (see
Request Authorization for Data in PNG
Continuation: Authorization online training
course).
1. Click Data tab
3. Choose and enter
search parameters and
click Find
4. Click Select
2. Click Add
Company
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Create Validation Application – Data Tab
– Remove Company
If needed, use this button to
remove the added company.
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Verify Validation Application
This process verifies all information in your
application using internal validations to
ensure correctness of all data. Any errors
or warnings will be displayed on the
screen. You may use the Verify button
after completing information on each tab.
Click Verify
Status becomes Verifying.
After the application has been verified by
the internal system, load it again from your
Work In Progress list, and its status should
return to “Work in Progress.”
At this stage, you may continue to work on
your application or submit it.
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Submit Validation Application
You must have Submitter role to submit an
application.
When your application is ready to submit,
you should first click Verify, then you have
within 5 minutes from verifying to
submit the application. If any information
has changed, you will be required to verify
the application again.
1. Click
Submit
2. Click OK
3. Click OK
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Submit Validation Application (continued)
Your application has been received by Alberta
Energy when its status becomes Processing
(Submitted) and it will remain as this status until
your application has been reviewed.
Submission Date is now displayed.
At this stage, the application is no longer editable (except
Contact Information).
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View Licence Validation Document
Licence Validation Document is a PDF file that shows all the information for your application.
Please do not mail a printed application to Alberta Energy.
To view the document
click on this link.
You can view the Licence Validation Document at any time after the application has been saved.
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View Licence Validation Document (continued)
After the application has been submitted, you should open the document and print a copy for your own record.
Please note the document will reflect the amended information if the application has been amended per Drilling Over Expiry.
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View Licence Validation Document (continued)
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Work In Progress
•
You can use the Work In Progress screen to retrieve all active applications
associated with your company.
•
Please note that certain applications may have been archived and will no
longer be in your Work in Progress list.
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Work In Progress
2. Optionally
choose your search
parameters
1. Select Work In
Progress
3. Click Find
Remove the default date search parameters if you wish to retrieve all active Validation applications.
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Work In Progress – Search Parameters and Result
Parameter Field
Result Column
Type
Application Type
Request Number
ETS #
The table on the right shows the mapping between the parameter
fields and each corresponding result column.
Start/End Date
Last Updated
Application #
Application #
Below is a colour-highlighted graphic of the Work in Progress
search screen to further demonstrate this mapping.
Agreement #
Agreement #
Status
Status
Comment
(not shown as a
result column)
You can utilize the search parameter fields to filter search results.
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Work In Progress – Search Result
Search Result
To load an application
click on the ETS request
number link.
To open a document
click on the report or
final Pdf link.
Navigate with these page numbers if there are multiple pages of search result.
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Cancel or Withdraw an Application
You can
•
Cancel an application in Work in Progress status.
•
Withdraw an already submitted application prior to expiry. Please note
that withdrawing an application will remove it from Alberta Energy’s
records.
You must have Submitter role to cancel or withdraw an application.
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Cancel Application
1. Click
Delete
2. Click OK
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Cancel Application (continued)
Status becomes Client Cancelled.
At this stage, the application is no longer editable.
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Withdraw Application
2. Click OK
1. Click
Withdraw
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Withdraw Application (continued)
Status becomes Client Withdrawn.
At this stage, the application is no longer editable.
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Copy Application
Copy assists you in
creating a new application
by copying information
from a cancelled or
withdrawn application.
1. Click Copy
2. Click OK
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Offer
•
If an offer is received by ETS, application status becomes Offer.
•
An email will be sent from ETS informing your company that an offer is
available for your review and response.
•
The offer can have one or more options for you to choose from.
•
You have before the Offer Expiry Date to respond to the offer.
•
If Offer Expiry Date has passed without your response, the application will
be sent back to the internal system, and the status will become “Processing
(No Response).”
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Review Offer
Status has become Offer.
Offer can be accessed in this tab.
The date the offer expires.
To view the
offer letter click
on this link.
Offer land
options
Early Response checkbox for authorizing Alberta Energy to review your Offer Response
prior to the Offer Expiry Date.
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Respond to Offer
For each offer option, you can choose one of these responses:
• Accept
• Decline
• Additional Data (before expiry) / Request for Review (after expiry)
• Customize
1. Choose
option
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Respond to Offer – Add Document
Add a supporting document if your choice is
• Additional Data (before expiry) or Request for Review (after expiry)
2. Browse for
document
1. Select
Additional Data
(or Request for
Review)
3. Click Add
Document
4. Click checkbox if
applicable
Add only one document for multiple Additional Data options.
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Respond to Offer – Customize
1. Select
Customize
2 Choose option
If “Additional Data” or “Request for Review” is chosen as the response, you must add a supporting document.
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View Offer Response Document
When you have completed your offer response, review it with the Offer Response Document.
Offer Response Document is a PDF file that shows your offer response.
To view the
offer response
document click
on this link.
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View Offer Response Document (continued)
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Respond to Offer – Early Response Checkbox
• If you submit an offer response with the box unchecked, you will be able to make changes to the offer response
before the Offer Expiry Date. Status will become “Offer Response Pending.” Once the Offer Expiry Date has
passed, the internal system will receive the offer response and the status becomes “Processing (Offer Response
Submitted).
• If you submit an offer response with the box checked, you will not be able to make further changes to the offer
response, as it has already been submitted to the internal system. Once the internal system has received the offer
response, status will become “Processing (Offer Response Submitted).” Alberta Energy may finalize the agreement
prior to the Offer Expiry Date but not prior to the Agreement Expiry Date.
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Submit Offer Response
You must have Submitter role to submit an
offer response.
When the offer response is complete,
submit the application back to the internal
system.
1. Select Submit
2. Click OK
3. Click OK
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Final
•
If a final document is received by ETS, application status becomes
Completed.
•
An email will be sent from ETS informing your company (and the applicant if
applicable) that a final document is available for viewing.
•
A final document contains a final letter and an amended appendix if
applicable.
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View Final (as Applicant)
To view the final document click on either link.
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View Final (as Designated Representative)
1. Select Request
Status
2. Choose your
search parameters
Search Result
3. Click Retrieve
To view the final document click on this link.
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Offer Withdrawn
•
Alberta Energy will contact your company, instead of an email being sent
from ETS, if there has been an offer withdrawal.
•
Once the offer has been withdrawn, it is considered completed and you will
no longer be able to access it.
•
Application with the offer withdrawn will return to Processing (Submitted)
status. “No Application” or Correction Application with the offer withdrawn
will become Offer Withdrawn status.
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Drilling Over Expiry
•
You can only amend a Processing (Submitted) application that has well(s)
drilling over expiry and whose agreement has expired.
•
You must have Creator role to amend an application and Submitter role to
submit it.
•
You have up to 1 month from rig release date to amend the application. If
amendment is not submitted within the required timeframe, your application
will be processed as previously submitted.
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Amend Validation Application – Drilling Over Expiry
1. Click Amend
2. Enter OK
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Amend Validation Application – Drilling Over Expiry (continued)
Status becomes Amendment in Progress.
During amendment, the information you can
edit is
• Agreement land selection
• Number of sections earned, land, zone, and
data information for the well(s) drilling over
expiry
• Add a multi-leg well if applicable
Once the amendment is completed, click Submit to send the
application back to the internal system.
Status will become Processing (Amendment Submitted).
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No Application
•
For your company ETS will create the application, along with the offer or
final, as initiated from the internal system. The application will have a
request number assigned and its Designated Representative name
populated.
•
An email will be sent from ETS informing your company’s site administrator
that an application has been created and your action is required.
•
You may review the offer and if it is satisfactory, accept the offer by
completing the application and submitting it. Otherwise, decline the offer by
not providing response before the Offer Expiry Date.
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No Application
The Offer screen for a “no application” would display similar to the example below:
Review the offer letter and then follow similar approach as
Create and Submit a Validation Application to complete
the “no application” and send it to Alberta Energy.
The information you can edit for a “no application” is:
•
Contact information
•
Technical contact
•
Agreement land selection
•
Information and data provided for the existing validation well
•
The well if drilling over expiry
•
The Data tab if applicable
•
Add a multi-leg well if applicable
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Correction Application
•
At times Alberta Energy may create a correction application on your
company’s behalf to send you an offer or final; this occurs if Alberta Energy
has already finalized an agreement and now a correction is required.
•
An email will be sent from ETS informing your company that an offer or a
final is available for your review.
•
If an offer is sent, it will come to ETS and be available in your Work In
Progress list, and you may respond to it like a normal offer. If a final is sent,
it will be available for you to retrieve from the Request Status page.
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List of ETS Statuses
Status Group
Status Name
Creating an Application Work in Progress
Description
Application has yet to be submitted to the
internal system.
Verifying
Application is being verified by the internal
system.
Submitted
Application has been submitted but not yet
received by the internal system.
Processing (Submitted)
Application has been received by the internal
system.
Cancelling/Withdrawing Client Cancelled
an Application
Client Withdrawn
Application has been cancelled from your Work
In Progress list by you.
An already submitted application has been
withdrawn by you prior to expiry.
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List of ETS Statuses (continued)
Status Group
Status Name
Description
Offer
Offer
Offer has been received by ETS and is available
for your action.
Offer Response Pending
Offer response has been submitted, however it
will not be with the internal system as the early
response is not selected. Offer Expiry Date has
not passed.
Offer Response Submitted
Offer response has been submitted. Early
response is selected or Offer Expiry Date has
passed and has not been received by the
internal system.
Processing (Offer Response
Submitted)
Offer response has been received by the
internal system. Early response selected or
Offer Expiry Date has passed.
No Response
Offer Expiry Date has passed without your
response. This has not yet been received by the
internal system.
Processing (No Response)
Offer Expiry Date has passed without your
response. This has been received by the
internal system.
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List of ETS Statuses (continued)
Status Group
Status Name
Description
Department Withdrawn
Processing (Submitted)
Offer for an application has been withdrawn by
Alberta Energy.
Offer Withdrawn
Offer for a “no application” or correction
application has been withdrawn by Alberta
Energy.
Rejected
Department Rejected
Application has been rejected by Alberta
Energy.
Amendment
Amendment in Progress
Amendment has been activated and is work in
progress.
Submitted
Amendment has been submitted but not yet
received by the internal system.
Processing (Submitted)
Amendment has been received by the internal
system.
Completed
Application is now completed and the final
document is available for your retrieval.
Final
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Congratulations!
Congratulations!
You have completed the ETS – PNG
Continuation: Validation
Online Training Course
Please proceed to the subsequent modules detailing other
functionality of PNG Continuation.
If you have any comments or questions on this training module,
please forward them to the following :
[email protected]
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