ETS support oil sands

Oil Sands reporting comprises of applications for Oil Sands Royalty (OSR) Projects, royalty submissions and related supplemental reporting, such as CARE Revenue, WCS Sales, Cost, Subsurface and Operator's Forecast. Reporting is submitted through the Electronic Transfer System (ETS).

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For an overview of oil sands reporting, please refer to the business training PowerPoints in the Oil Sands Royalty Business Training section below. Past training modules are listed under courses.
(last updated - June, 2022)

If you have any questions or need help with Oil Sands reporting, email: [email protected].

Oil Sands Royalty Business Training

Acts And Regulations
Provides an overview of the recent regulation amendments and the specific acts and regulations that govern the oil sands royalty regimes. Some of the key principles and concepts introduced in the regulations are addressed.
 

OSR Projects

OSR Projects
Provides an overview of the OSR Project application and approval process that will enable oil sands operators to pay royalties under the oil sands royalty (OSR) regime. The PNCB and Economic Evaluation forms are also addressed.

Project Application Submissions in ETS
Provides an overview of the process to create and submit OSR Project applications through the department’s Electronic Transfer System (ETS).

Cost Allocation
Provides an overview of the cost allocation orders in applicable OSR Projects. 

Royalty Business and reporting

Royalty Business Overview
Provides an overview of the oil sands royalty regimes, covering key principles and concepts for understanding the royalty calculation.
Royalty Reporting Process and Royalty Reports

Royalty Reporting Process and Royalty Reports
Provides an overview of the royalty templates, the ETS submission process, information reports and other resources that are available to help operators manage the royalty reporting.

Supplemental Reporting

CARE Reporting
Provides an overview of the CARE Revenue, WCS Sales, Cost and Subsurface reports that operators of OSR Projects are required to file, in addition to royalty reporting.

Operator's Forecast Reporting
Provides an overview of the annual Operator’s Forecast reporting for OSR Projects.

Timelines and Penalties for Supplemental Reporting
Provides an overview of the reporting timelines for CARE and Operator’s Forecast filings, and related penalties for non compliance.

Supplemental Reporting Submission and Audit Processes

Supplemental Reporting Submission Process in ETS
Provides an overview of the ETS submission process for CARE and Operator’s Forecast reporting.

PNCB EOPS Audit Cycle Presentation
Provides an overview of the types of audits that are conducted for OSR Projects, the audit process, timelines, and record keeping requirements.

Audit Adjustment Processing
Provides an overview of the royalty adjustment process after the audit is completed. 

Courses

CARE and royalty reporting

CARE Reporting
This course provides the procedures for submitting Cost Analysis and Reporting Enhancements (CARE) forms to the the Department of Energy.

Royalty Reporting
Royalty Reporting is an online service available in the Electronic Transfer System (ETS). It provides the functionality of electronic submissions of Oil Sands (OS) Project Royalty Forms and OS Audit Opinion Forms.

Geoview System

GeoView System Overview (HTML5) (pptx)
In this module you will learn about GeoView's: Screen Layout, Map Control Tools, Map Window, Information Panels, Editor Link & Select by Attribute Link.

GeoView - Editing for OSR Applications (pptx)
This module outlines the functionality of the Edit feature in GeoView.

Project Application

OSR Applications Overview
This module provides an overview of the OSR Applications Online Training as well as brief overview of the web-based system for submitting OSR Project Applications.

OSR Applications Roles
This module focuses on the various roles involved in submitting an OSR Project Application.

Create New OSR Project Application
This module provides the procedures for creating and submitting a New OSR Project Application.

Create an Amendment OSR Project Application
This module outlines the processes required to create an Amendment for an OSR Project, and Amalgamation for one or more OSR Projects.

Manage Work in Progress
This module describes the process for retrieving saved OSR Project Applications.

Generate OSR Project Application Reports
This module describes the various reports that can be generated for a new OSR Project Application.

Other Reference Materials

​Project Royalty Form Validation Rules

​Non Project Well Royalty File Validation Rules

​ETS Submission Process for Supplemental Reporting (Periods prior to 2015)