Table of contents

Tenure forms

Electronic Transfer System (ETS)

ETS forms can now be found in ETS support and online learning, client set up is in Accounts Administration, bidding and postings are under sales, transfers are also available.

Escalating rent (registering and applying credits)

Administrative (other)

Royalty forms

Oil sands reporting calendar

The Oil Sands Royalty Reporting Calendar (PDF, 141 KB) encompasses reporting timelines for the following:

  • monthly and annual royalty reporting and payment deadlines for Projects and Non-Projects
  • annual forecast reporting
  • oil sands monthly royalty rates, published Bank of Canada long-term bond rates and Bitumen Valuation Methodology (BVM) component publication
  • cost analysis and reporting enhancement (CARE) quarterly and annual reporting deadlines

Note:

The calendar provides a quick reference to oil sands filing deadline information. Inadvertent omissions of reporting deadlines (from the calendar) do not constitute acceptable reasons for non-compliance with filing deadlines.

The calendar has incorporated filing deadlines that fall on weekends and/or holidays by moving the affected deadlines to the next business day.

Royalty project application forms

Project application

Lessees who have, or are pursuing, an oil sands project may apply for royalty treatment under the provisions of the Oil Sands Royalty Regulation, 2009.

Projects that do not make an application under the regulation and are not covered by an existing individual agreement or the Experimental Oil Sands Royalty Regulation will be subject to Non-Project royalty under Part 4 Division 1 of the Oil Sands Royalty Regulation, 2009.

Applications and checklists

Non-Project well royalty reporting forms (NPR)

Prior to February 1, 2013, Non-Project well royalty was reported in the conventional oil sands royalty reporting forms.

Effective February 1, 2013, the form changed to the Non-Project Well Royalty Submission (NPR).

Refer to IB 2012-13 for the new royalty reporting process for Non-Project wells.

Starting February 1, 2013, all NPR submissions must be reported either in the XML file format (XML, 3 KB)  or in the Excel alternative (XLSX, 771 KB).

Note:

The Par Price prescribed for oil sands is used to calculate the Crown’s royalty share for Non-Project royalty. See Par Prices for oil sands royalty calculation current par price/R multiplier letter.

Oil Sands Royalty Project royalty reporting forms (OSR)

Sections 38 and 39 of the Oil Sands Royalty Regulation set out the parameters for the reporting required of Projects approved under the regulation.

Reminder: Fields open for user entry are indicated in blue. Fields protected from entry are indicated in black. These formulas should not be changed. Queries regarding these forms can be emailed to Oil Sands Royalty Reporting.

These forms are for approved oil sands royalty projects. They are not applicable to Crown Agreements or Transitional Agreements.

  • MRC (OSSR 2009)* (PDF, 68 KB) Excel (XLSX, 145 KB)
    Monthly royalty reporting template for pre-payout OSR projects for 2009 and later periods
  • GFE (OSRR 2009) (PDF, 80 KB) Excel (XLSX, 158 KB)
    Monthly royalty reporting template for post-payout OSR projects for 2009 and later periods

*Note: Monthly Royalty Calculations (MRC) amendments after the end of the period can be reported directly in Schedule 6 of the Pre Payout End of Period Statement royalty template.

Oil sands operators must use the Cost of Service Template (XLSX, 209 KB) to file cost allocation methodology reports.

Crown Agreements royalty reporting forms (CSR)

  • CA MRC (2009 and later)* (PDF, 90 KB) Excel (XLSX, 147 KB)
    Monthly royalty reporting template for pre-payout CSR projects for 2009 and later periods
  • CA GFE (2009 and later) (PDF, 124 KB) Excel (XLSX, 150 KB)
    Monthly royalty reporting template for post-payout CSR projects for 2009 and later periods

*Note: MRC amendments after the end of the period can be reported directly in Schedule 6 of the Pre Payout End of Period Statement royalty template.

Transitional Agreement royalty reporting forms – OSR045

  • OSR045 GFE (2016 to 2033) (PDF, 228 KB) Excel (XLSX, 82 KB)
    Monthly royalty reporting template for post-payout OSR045 projects for 2016 to 2033 periods
  • OSR045 EOPS (2016 to 2033) (PDF, 122 KB) Excel (XLSX, 323 KB)
    Annual royalty reporting template for post-payout OSR045 projects for 2016 to 2033 periods
  • OSR45 GFE (2009 TO 2015) (PDF, 133 KB) Excel (XLSX, 197 KB)
    Monthly royalty reporting template for post-payout OSR045 projects for 2009 to 2015 periods
  • OSR045 EOPS (2009 to 2015) (PDF, 130 KB) Excel (XLSX, 335 KB)
    Annual royalty reporting template for post-payout OSR047 projects for 2009 to 2015 periods

Transitional Agreement royalty reporting forms – OSR047

  • OSR047 GFE (2016 to 2033) (PDF, 90 KB) Excel (XLSX, 215 KB)
    Monthly royalty reporting template for post-payout OSR047 projects for 2016 to 2033 periods
  • OSR047 GFE (2010 to 2015) (PDF, 90 KB) Excel (XLSX, 218 KB)
    Monthly royalty reporting template for post-payout OSR047 projects for 2010 to 2015 periods
  • OSR047 EOPS (2009 to 2015) (PDF, 110 KB) Excel (XLSX, 142 KB)
    Annual royalty reporting template for post-payout OSR047 projects for 2009 to 2015 periods

Statement of Crown royalty inventory volumes

One-time-only filing for applicable OSR projects due January 31, 2009.

  • Statement (PDF, 10 KB) Excel (XLSX, 41 KB)
    Identifies volumes of oil sands products that have crossed the royalty calculation point but they were not disposed of as of December 31, 2008 (that is, volumes where royalty has not been paid). Includes volumes used as line fill and in tankage.

Cost Analysis and Reporting Enhancement (CARE)

Effective the 2015 reporting period and forward

Alberta Energy has revised the CARE reports, glossary and reporting timetable. The following CARE reports must be used for the 2015 reporting period and forward.

For more information, see the Alberta Online Learning Oil sand royalty training.

CARE reports

CARE report examples

CARE filing timetable, glossary of terms and training presentation

Effective 2011 to 2014 reporting periods

Any amendments to CARE reports for the periods 2011 to 2014 must be completed using the files below.

The Oil Sands Operations has redesigned the CARE forms format. Rather than individual files for each form type, an Excel workbook has been designed for CARE - Costs, Project and Revenue reporting which encompasses all the forms respectively.

Effective 2009 and 2010 reporting periods

Any amendments to CARE forms for 2009 and 2010 must be completed in the original form’s format.

CARE training is now available in ETS support and online learning is now available. Refer to the following for more details:

  • IB 2019-03 (PDF, 157 KB) PowerPoint Presentations from Oil Sands Royalty Business Training June 2019 Sessions

CARE volumetric, operations, reserves, deposit and reservoir data reports

Find more details about the above reports at:

Here are links to relevant reports:

CARE operating cost by function reports

CARE capital cost by function reports

CARE revenues

CARE forms filing timetable and glossary of terms

Operator’s forecast report

This report must be submitted for projects in both pre-payout and post-payout periods, due December 2, 2019.

For more information, see Section 37 of the Oil Sands Royalty Regulation.

Contact

Connect with Oil Sands, Coal and Mineral Operations:

Hours: 8:15 am to 4:30 pm (open Monday to Friday, closed statutory holidays)

Email:
Oil Sands Royalty Project Applications and Compliance [email protected]
Oil Sands Royalty Administration [email protected]
Oil Sands Royalty Information Management [email protected]
Oil Sands Tenure [email protected]

Mailing Address:
Alberta Energy
Oil Sands, Coal and Mineral Operations
6th floor, Petroleum Plaza, North Tower
9945 108 Street
Edmonton Alberta  T5K 2G6