PS-Adv-11 Rolls-Royce EMVS Implementation, Eveleigh, Henderson & Contreras
BC Petrinex Inclusion Change Leader Meeting #4...Craig Eveleigh: Solutions Architect –Fujitsu...
Transcript of BC Petrinex Inclusion Change Leader Meeting #4...Craig Eveleigh: Solutions Architect –Fujitsu...
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BC Petrinex InclusionChange Leader Meeting #4
October 3, 2018
Agenda
I. Introductions
II. Project Update/Timeline
III. Update from BC Energy & Mines
IV. Final Readiness Activities
V. Training Resources
VI. Update from the BC Oil & Gas Commission
VII. Update from BC Finance
VIII. Summary of Final Readiness Activities
IX. Questions
Petrinex Attendees:
Ross Weaver: Manager, Petrinex Industry Team
Steve Freeman: Industry Coordinator – BC Lead
Farhat Siddiqui: Business Operations Director
Sheryl Moody: Communications and Stakeholder Support Coordinator
Craig Eveleigh: Solutions Architect – Fujitsu Consulting
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Project Attendees
Ministry of Finance – Mineral, Oil & Gas Revenue Branch:
Kathy Brulotte: Manager, Petroleum Operations
Angela Thai: Team Lead, Petroleum Operations Adjudication
Dave Rogers: Petrinex-BC Project Director
BC Oil & Gas Commission:
Mike Janzen: Manager, Asset Integrity & Retirement
Ministry of Energy, Mines & Petroleum Resources:
Cindy Wan: Manager, Pricing – Oil & Gas Division
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BC Project Attendees
Agenda
I. Introductions
II. Project Update/Timeline
III. Update from BC Energy & Mines
IV. Final Readiness Activities
V. Training Resources
VI. Update from the BC Oil & Gas Commission
VII. Update from BC Finance
VIII. Summary of Final Readiness Activities
IX. Questions
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High Level Project Scope & Timing
Industry Readiness Activities
• Industry company SME identification and recruitment for design workshops• BC “Official” information release• Stakeholder and Change Leader identification and contact info for “Scorecard”• BC Business Change Committee set-up and meetings• Joint or independent non-producer meetings (e.g. vendors, pipelines, waste
plants)• New Company processes• Petrinex website changes (including BC “Initiatives Page”)• Vendor specification release • Industry Team annual billing• Industry Readiness Handbook• Change Leader Meetings • Acceptance Testing• Industry Conversion Communication Plan• Interoperability Testing • Readiness Scorecard tracking & follow-up (emails, call-out program)• Updates to EPAC, CAPP Acctg. Comm., Fiscal & BC EPGs, CAPPA etc.• Training Development (Job Aids, Learning Modules)• SMOR (Small and Medium Operator Readiness) activities• Learning module content and release
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Petrinex Go-Live is November 5!
• Development has been completed.
• SME testing is completed for Acceptance Testing.
– Still some re-testing on fixes for issues identified during AT testing
• Interoperability testing is still open for everyone (more in next section).
• Work is continuing on learning modules (more in later section).
• Data conversion was refreshed in September for End to End testing. Finalizing for Go-Live.
– The Industry Conversion Communication Plan is posted in the PBCIP Industry Readiness Handbook (Appendix 11).
– Updates will be provided later on in this presentation.
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High Level Project Scope & Timing
• The new TACS Finance system is scheduled to go-live on Nov 13.
• Important dates relating to the conversion plan and cutover strategy can be found in the PBCIP Industry Readiness Handbook.
• End to end testing of all systems has been run. – Minor issues were identified and corrected.
• Updates will be provided later on in this presentation.
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High Level Project Scope & Timing
• Can still test ALL kinds of submission files from NOW to Go-Live.– Will accept files from both software vendors and Industry.
• Please change test file Production Month to 2018-04.– Previously we asked files to be for 2017-06.
– After our environment refresh we no longer have prior months going back that far.
• Please ensure test files are using the proper revision/data formats for BC. Software vendors should check the sharepoint site to ensure they have the most recent IS document release.
• Most common format issues we’ve encountered:– Facility IDs – Petrinex Format requires jurisdiction (BC), facility type
(BT), and 7 digit identifier (0001234).
– BA IDs – Petrinex Format requires 5 digit numeric (00123).
• Leading zeroes MUST be provided or the file will fail schema.
Interoperability Testing
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Interoperability Testing Cont’d.
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Upload File Type BC Revision # Comments
Volumetrics 002 New fields for Temperature & Pressure (IF Reporting).
Waste Plant 001 Same as AB/SK.
Allocations 003 New fields for Shipper and RTP ID.
NGL/Sulphur Valuation 001 New functionality for BC.
Oil Pipeline Splits 003 Same as SK.
Oil Valuation (Royalty Tax Payer & Purchaser)
002 Looks same as SK, different price format.
Net Profit Allowable Costs 001 New functionality for BC.
PCOS Equipment Operator Change
001 New functionality for BC.
• Shippers’ balance reporting is required by the Alberta Petroleum Marketing Commission (APMC) for oil produced in Alberta. This extends to Alberta produced oil that is delivered to certain facilities in Saskatchewan and BC.
• Currently, BC facilities are being reported within the Alberta Petrinex jurisdiction.
• Estimate BC pipeline operators will begin reporting shippers’ balances for BC pipelines, terminals, and custom treater facilities in the BC Petrinex jurisdiction (just as Saskatchewan is reporting in the SK reporting jurisdiction) in February 2019.
• Until then companies should continue to report in the Alberta jurisdiction.
• It is estimated that there are less than 10 facilities that would be required to do this reporting in BC.
• More communication with the appropriate stakeholders will take place before the end of the year. 13
Shippers’ Balance (Alberta)
Agenda
I. Introductions
II. Project Update/Timeline
III. Update from BC Energy & Mines
IV. Final Readiness Activities
V. Training Resources
VI. Update from the BC Oil & Gas Commission
VII. Update from BC Finance
VIII. Summary of Final Readiness Activities
IX. Questions
BC Petrinex Project Impact on Natural Gas Royalty Pricing
October 2018
Outline
• Petrinex provides consistent, quality volumetric and allocation data used for gas pricing and invoicing
• How Petrinex data gets used for pricing
• Industry data that is critical for pricing
• Reporting Date Change related to pricing
BC GAS Royalty Calculations
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Production (e3m3)
MINUSDeductions
Gas Processing Plant
Producer Cost of Service
Cost Allowance
Wellhead Market
Raw Gas (volume)
Royalty Rate (%)
Gross Royalty Payable ($)
= Net Royalty Payable to the Crown ($)
Reference Price ($/e3m3)
X
X
=
Reference Price is calculated by Pricing System
Production, GCA and PCOS will be provided by Petrinex
Process Model – Current State
BC 23
GCA
Enbridge
PR
OD
UC
ER
S a
nd
OP
ER
AT
OR
S
PRICING SYSTEM
MFIN Volume Validation of BC19 and Manual Entry of
Volume Data in Pricing System
Volume, Estimated and
Actual COS
Volume
Producer Source Documents
Actual Sales
and COS
Manual Entry
by MOF
Upload
PR
ICIN
G
GR
OU
P
Web-based pricing system to allow producers to submit actual Sales and COS data electronically
Process Model – Post Petrinex
PETRINEX
-Summary of Allocations
- Allowable Costs
Enbridge Actual COSP
RO
DU
CE
RS
an
d
OP
ER
AT
OR
S
PRICING SYSTEM
Actual COS
Volume and GCA Rate
Producer Source Documents
Actual Sales
and COS
Manual Entry by
Pricing Group
Manual Entry
by MOF
Upload
Upload
PR
ICIN
G
GR
OU
P
Web-based pricing system to allow
producers to submit actual Sales and
COS data electronically
How does Petrinex data get used for pricing?
• Petrinex provides Allocation Summary reports for royalty trigger facilities
-Marketable Gas Allocation
-Dry Gas Allocation
-Raw Volume
-Returned Gas for Volume Credits
-Returned Gas for COS Verification
-Field Sales
• Allowable Costs (GCA Rate)
Industry data that is critical for pricing:
• Raw volume at the inlet of a gas processing plant
• Shipper delivering marketable gas to main transmission pipelines
• Pipeline information
• Gas Cost Allowance (GCA rate)
Industry data provided in Petrinex:
Petrinex Allocations process
Petrinex Allowable Cost process
D Station 2
C
Sumas
E Alberta
A/B Inlet/Outlet
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Why do Pipelines Matter for Pricing?
BC Gas Markets
Reporting Date Changes for Pricing
• 10th business day => 9th day of the month
• Enbridge COS Actuals will replace Estimates allowing for quicker pricing and invoicing
• Royalty Estimate Payment on the 25th
• Annual Gas Cost Allowance - March 11th, 2019
Keep Calm and Have Fun
Effective and Frequent Communication is Critical to a Successful Change
Agenda
I. Introductions
II. Project Update/Timeline
III. Update from BC Energy & Mines
IV. Final Readiness Activities
V. Training Resources
VI. Update from the BC Oil & Gas Commission
VII. Update from BC Finance
VIII. Summary of Final Readiness Activities
IX. Questions
• Triggers are sorted into Allocation Types in Petrinex:
– Gas Royalty (GP to MS) & Royalty (GP/COS) – Plants that deliver to Younger
– Dry Gas & Field Sale
– Inlet COS (Raw)
– Return Fuel - Royalty Volume Credit (from MS) & Returned Gas COS (from GP)
• Petrinex will auto-populate the Royalty Trigger facility & Pipeline information (where appropriate). Industry provides Shipper information in their submission.
Gas Allocations Data
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• The Royalty Trigger facility & Pipeline information are auto-populated based on the allocation Royalty Type.
• Required allocation types are triggered by certain volumetric transactions.
– Ex: MS receiving gas from a GP or GP receiving gas from upstream facility
• Submitted allocations data are extracted and sent to Ministry monthly. As well, data is summarized and sent to the Pricing group in the form of reports.
Allocations Data
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Royalty Type Royalty Trigger Facility Linked Pipeline
Gas Royalty First GP downstream of well PL linked to MS
Royalty (GP/COS) First GP downstream of well N/A
Dry Gas Submitting BT/GS PL linked to MS
Field Sale N/A N/A
Inlet COS First GP downstream of well N/A
Royalty Vol CreditReturned Fuel GP for BT in
Facility Infrastructure PL linked to MS
Returned Gas COSReturned Fuel GP for BT in
Facility Infrastructure N/A
Gas Royalty• New triggers for gas going from a BT/GS/GP to a Waste Plant or Terminal
for fuel usage (BC gas going to either BC or AB WP/TM).
Gas Field Sales• New trigger for field sales of gas to an unlinked well event and from one
plant to another plant.
NGL Royalty• Originally only had triggers for liquids processed at BC plants. Needed to
add triggers for BC liquids processed at AB plants and allocated back.
• A complete set of triggers can be found in Appendix 15 of the PBCIP Readiness Handbook.
Allocations Trigger Update
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1. Information Collected From Industry
– Business Associate: OGC BA Data Collection Form
– Facility: Gas Gathering Systems, Meter Stations, Pipelines
2. Conversion Information Files Shared With Industry
– Business Associate
– Well & Facility
– PCOS Equipment
– Royalty Tax Payer & Royalty Tax Attributes
3. Activities at Go-Live
– Primary USA sets up users/roles
– Opening Inventories
– Infrastructure Updates
– Related BAs for Oil Valuation purposes
– Setting MS auto-populate options (if desired)
– Linking gathering lines to batteries for PCOS
– Creation and linkage of AB/NEB gathering lines for PCOS32
Industry Conversion Communication Plan
• All facilities collected from Industry were loaded into our September test environment with 100% success.
– Almost 250 GS facilities including Enbridge receipt points and non-Enbridge facilities.
– Almost 150 MS facilities connected to gas pipelines for Enbridge, TCPL, Alliance and PNG (delivery and return fuel).
– 10 PL facilities for gas, oil, and NGL.
• Industry created facilities are included in the Facility Conversion file on the OGC website.
• Can continue to accept updates up to October 25. This will help ensure that changes that occur in the next few weeks are included in the final data conversion for Go-Live.
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1. Information Collected From Industry
• Industry conversion files are currently posted on the OGC website at https://www.bcogc.ca/industry-zone/petrinex-bc-inclusion-project.
– Business Associate
– Well Conversion (Well/Well Event & Well-Facility Link)
– Facility (Facility ID, License, Industry, Subtype Descriptions)
– PCOS Equipment (OGC gathering lines, compressors, dehy units, field processing units, lineheaters)
– Royalty Tax Payer (Well, Unit)
– Royalty Tax Attributes (Well, Unit, Revenue Sharing, Net Profit)
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2. Conversion Information Files Shared With Industry
• Instruction document is also posted on the website to help Industry understand the information being shared.
– Explanation of all files shared on the website.
– Instructions for the OGC BA Collection form.
– Instructions/Email Address for communicating errors in the conversion files or other conversion concerns.
• [email protected] for most conversion concerns (excluding PCOS gathering lines)
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2. Conversion Information Files Shared With Industry
• Last data refresh happened in early September. Final conversion files will be generated for Go-Live.
• Industry is encouraged to continue reviewing refreshed files to ensure data accuracy and to ensure that any corrections previously communicated have been made.
– Wrong facility type/subtype, well-facility linkages, well statuses, etc.
– Missing wells, facilities, PCOS equipment, etc.
– Review GS/MS/PL. Emphasis on return fuel MS (subtype 632/638)
– Facilities with OGC facility type “PG” were missed in last refresh. Problem has been identified and will be resolved for Go-Live (approx. 30 facilities)
• Corrections can still be made up until October 25, however the nature and scope of the correction could impact ability to make correction by Go-Live.
• Please review files ASAP to ensure plenty of time for corrections.
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2. Conversion Information Files Shared With Industry
• Primary USA sets up users/roles
– User IDs must be created and assigned User Security Roles before any reporting can commence on Petrinex.
– Note: USA/Backup USA passwords are scheduled to be generated on November 2 and will be communicated to the individuals identified as USAs for their companies before Go-Live (Nov 2-4).
• Opening Inventories
– Users will report opening inventories as Inventory Adjustments in Petrinex.
• Inventory at Facility level will use activity INVADJ
• Load Inventory at Well level will use activity LDINVADJ
• Infrastructure Updates (Facility)
– Operators of batteries that receive return fuel that is eligible for a credit MUST update the returned fuel information in Facility Infrastructure.
– Applies to facilities receiving return fuel from a meter station.
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3. Activities at Go-Live
• Set Meter Station Auto-Populate Facility (optional)
– All MS facilities are being setup with auto-populate set to “No.”
– If there is only one upstream facility connected to the meter station, then it makes sense to set the auto-populate option to “Yes” and enter the Facility Link.
– Either the MS operator (same as PL operator) or Common Stream Operator (CSO) can change the auto-populate option.
• The CSO is the operator of the upstream facility.
• Does not apply to non-reporting MS facilities.
• Review Appendix 11 in the PBCIP Handbook for details on how reporting is affected by auto-populate options for different meter station subtypes.
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3. Activities at Go-Live
• Infrastructure Updates (RTP)
– Companies that have been assigned RTP operatorship responsibility for a stream may use the Operator Changes functionality in Petrinex to request an operator change if necessary.
• Related BAs for Oil Valuation purposes
– Oil Valuation Purchaser records are not created for non-arm’s length sales (owner/purchaser are the same in the pipeline split). Some companies may have different BA IDs for producing and marketing functions. This is still considered a non-arm’s length sale (BAs are related).
– Companies may enter their Related Business Associates in the Audit menu section of Petrinex.
• Linking gathering lines to batteries for PCOS
– Industry must link the new BC Gathering Line IDs provided by the Commission to their batteries for PCOS reporting.
– Industry has until January 31, 2019 to update the gathering line linkages in Petrinex.
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3. Activities at Go-Live
• Creation of Alberta/NEB Gathering Lines
– Originally MOF had planned to provide the Alberta/NEB pipeline gathering lines in their conversion load, but discovered there was insufficient information to populate all required fields.
– Creating these gathering lines in Petrinex means that they will all receive new equipment IDs (as determined by Petrinex upon submission).
– New IDs must be attached to BTs before PCOS deadline (Jan 31, 2019).
– MOF estimates there are only 30-40 of these gathering lines total.
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3. Activities at Go-Live
This is missing!
This isn’t right!
This isn’t mine!
What do I do now?!!!
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Lookups
• Lookups are provided next to input fields. They allow the user to lookup information relevant to the data that is required in the field for the submission. Examples include:
– UWIs
– Facility IDs
– Facility Subtypes
– BA IDs
– Products
– Activities
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Petrinex Self Serve Solutions
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Petrinex Self Serve Solutions - Infrastructure
I think my Facility ID/UWI is missing! What do I do?
• Confirm that it really isn’t there. For facilities, go to Query Facility Information in the menu. Use the Lookup next to Facility ID. The lookup grid system allows you to search by multiple criteria.
• Can use partial values for Identifier, Name, Location. Results will include any facility with those values.
• Can use further lookups for Subtype and Operator ID if required.
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Petrinex Self Serve Solutions - Infrastructure
• For UWIs, go to Query Well in the menu. The lookup grid is the opening screen. Like facility, UWIs can be searched by multiple criteria.
• UWIs are generally referred to as wells in Petrinex.
• Can use partial values for Well ID, Name, Licence#, Location and Well Status. Results will include any facility with those values.
• Can use further lookup for Licensee BA.
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Petrinex Self Serve Solutions - Infrastructure
Ok, I checked and my Facility ID really is missing.
• You can create new facilities under the Request Facility ID menu option. Use the same license number (OGC Facility ID) to link the new facility to.
– Petrinex will assign a new facility ID at random. Records will need to be updated to reflect new ID.
My facility has the wrong status. It should be active/inactive.
• You can change a facility’s status under the Change Facility Operational Status menu option. Operators can make their facilities active or suspend them.
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Petrinex Self Serve Solutions - Facility
What if my facility has incorrect data elements?
• You can edit facility attributes under the Edit Facility ID menu option. Information you can edit includes:
– Name
– Location
– BT Returned Fuel Flag & Gas Plant ID
– BT Primary Gas Plant ID
– TM Physically Connected to Pipeline Flag & Pipeline ID
– MS Common Stream Operator BA ID
– MS Pipeline Link ID
– MS Auto Populate Flow Through Flag & Facility ID
I don’t agree with the subtype assigned to my facility. Can I change it?
• Industry does not have the ability to edit subtype in Petrinex. Only the OGC can change the facility subtype.
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Petrinex Self Serve Solutions - Facility
What if I get a facility that isn’t mine?
• Not a high likelihood of getting another company’s facilities from conversion.
• Examples of this happening in conversion testing were where a BA has more than 1 BA ID and the facilities are converted under a different ID than the BA wanted.
• You can transfer operatorship of facilities to another BA ID under the Request Operator Change menu option.
• Concurrence is required by the new BA. Operatorship changes can be accepted or declined under the Accept/Decline Operatorship Change menu option.
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Petrinex Self Serve Solutions - Facility
I have confirmed that my well really is missing.
• This scenario is highly unlikely as all wells are being converted to Petrinex.
• If a UWI is missing you will need to contact OGC. UWIs are created in the OGC systems and pushed to Petrinex.
My well has the wrong status.
• You can change the well status under the Edit Well Status menu option. Licensees can change a well status from suspended to active producing/injecting/disposal.
– Bringing a well on production for the first time will require the well to be linked to a subtype appropriate BT (based on the liquid identified in the status – gas, oil, etc.).
– Bringing a well on injecting/disposal will require a well to be linked to an IF facility.
– Only the OGC can set abandoned statuses.
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Petrinex Self Serve Solutions - Well
Where can I make changes to commingling options?
• This is also done under Edit Well Status. You would select a status with either Single, Area, or Multi (multilateral).
– For wells that are part of Area Based commingling or a Multilateral scheme, the licensee will set the status for the reporting well event. Additional well events are then linked to the reporting event.
Can I change the primary product of my well?
• No. Once the initial producing status is set for gas or oil there is no ability to change to the other product.
• Must contact the OGC for primary product changes.
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Petrinex Self Serve Solutions - Well
My well appears to be linked to the wrong facility. Can I change it?
• Yes. Operators of the facility that well is linked to can change the linkage under the Request Well to Facility Link Change screen.
– If linking the well to another operator’s facility, concurrence is required.
– Operators of the new facility can accept or decline the linkage change under the Accept Well to Facility Link Change screen.
So I can’t just change the Facility ID in the Edit Well Status screen?
• Generally no. Beyond the initial linkage, most changes are made in Request Well to Facility Link Change.
• There are a few circumstances where the change would be made in Edit Well Status. These are when a well status change is made that would make the original facility inappropriate for the status (ex: BT – IF).
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Petrinex Self Serve Solutions - Well
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Petrinex Monthly Reporting
Petrinex rejected the BA ID in my submission. I think this BA is missing?
• A BA ID is required in a number of areas of Petrinex.
– Allocations Shipper/RTP/Owner ID
– Oil Pipeline Splits Owner/Purchaser ID
– Royalty Tax Payer records
• Ensure that you are using the 5 digit BA ID.
– The old MemID is a 4 digit numeric value.
– MemIDs were converted to Petrinex as 5 digit numeric value.
– The Petrinex BA ID is the old MemID with one leading zero.
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Petrinex Monthly Reporting – Business Associate
• Confirm the BA ID is really missing. Use the lookup next to the input field that requires the BA ID.
– BA Name can be a partial search.
• If BA ID is really missing, may have to contact the company.
• Don’t miss deadlines if BA can’t be set up in time!
– Use own BA ID if have to in order to avoid penalties/deemed royalties.
– Amendments can be made later.54
Petrinex Monthly Reporting– Business Associate
Somebody submitted a receipt from my facility, but I didn’t deliver anything there. Now I’m out of balance! How do I get rid of this?
• Receipts auto-populate dispositions in Petrinex. The auto-created disposition can’t be deleted.
– Contact the operator of the receiving facility. They must amend their submission to remove the auto-populated row from the disposing facility.
How do I find out who to contact?
• You can find out who submitted the entry in the Query Volumetric Submission screen.
– Query the volumetric submission for the facility that received the product from your facility.
– Click the Contacts button at the top of the screen.
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Petrinex Monthly Reporting – Volumetrics
• The Contacts pop-up window displays contact information for the person who submitted the volumetrics for the facility.
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Petrinex Monthly Reporting – Volumetrics
Somebody cascaded an allocations volume to me, but this isn’t mine.
• A volume has shown up on your SAF/OAF Ensure Complete report that isn’t yours.
• Query the volumetric submission for the Cascade facility and use the Contacts button to find out who the production accountant is.
– Can’t query another operator’s allocations submission.
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Petrinex Monthly Reporting – Allocations
There’s a volume on my NGL/Sulphur Valuation Ensure/Complete Report that isn’t mine.
• These volumes are rolled up to the plant that processed them. It may not be the plant operator’s submission that created the valuation.
• Go to the Submit Report Request option in the main menu.
• Select the Allocation – WIO Report. Submit the report request with the following options:
– Correct Start/End Production Month
– Submissions set to Current Submission
– Select the Products that you were allocated incorrectly.
– Leave all other options as All.
– Once request is submitted, report will be returned to your Inbox.
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Petrinex Monthly Reporting – NGL Valuation
• The report will tell you the Reporting Facility from the allocation submitted along with all the streams you were named an RTP for.
• Query the volumetric submission of the Reporting Facility and use the Contacts button to find out who the production accountant is.
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Petrinex Monthly Reporting – NGL Valuation
Somebody cascaded an oil split volume to me, but this isn’t mine.
• A volume has shown up on your Oil/LPG Missing/Incomplete report that isn’t yours.
• The Delivering Facility is your facility (the cascaded to facility). The Receiving Facility is the facility that cascaded to yours.
• Query the volumetric submission for the Receiving facility and use the Contacts button to find out who the production accountant is.
– Can’t query another operator’s pipeline splits submission.60
Petrinex Monthly Reporting – Oil Pipeline Splits
There’s a volume on my Oil Valuation Compliance & Balancing Report that isn’t mine.
• RTP Oil Valuation is required whenever you are named as an “Owner” in a pipeline splits submission.
• Query the volumetric submission for the Facility ID (or the Delivering Facility if the reporting Facility ID is a unit) and use the Contacts button to find out who the production accountant is.
– Can’t query another operator’s pipeline splits submission.
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Petrinex Monthly Reporting – Oil Valuation
Agenda
I. Introductions
II. Project Update/Timeline
III. Update from BC Energy & Mines
IV. Final Readiness Activities
V. Training Resources
VI. Update from the BC Oil & Gas Commission
VII. Update from BC Finance
VIII. Summary of Final Readiness Activities
IX. Questions
• From the Petrinex Home Page click on
Learning Centre, and click on the “Login”
button.
Access to Petrinex Online
Learning Site
Access to Petrinex Online
Learning Site
• Choose the appropriate login process
Already a Member?
• If you currently have access to the online
learning centre please do not create a new
userid.
– If you cannot remember your password or
userid, please click on the “Contact Us” button
and someone will get back to you by email
with the required information.
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Access to Petrinex Online
Learning Site
Not a Member Yet?For information on how to fill out the self-registration form click on Setting
up Access Using the Petrinex Self-Registration Process which is located
just under the Login Button.
Access to Petrinex Online
Learning Site
Access to Petrinex Online
Learning Site
Access to Petrinex Online
Learning Site
Access to Petrinex Online
Learning Site
When will the new modules be
available?
• Outlined in red – in validation - to be released next week
• Current plan is for release of all updated modules throughout the month and by end of October
• Release of new modules on PCOS and GCA released end of November
Agenda
I. Introductions
II. Project Update/Timeline
III. Update from BC Energy & Mines
IV. Final Readiness Activities
V. Training Resources
VI. Update from the BC Oil & Gas Commission
VII. Update from BC Finance
VIII. Summary of Final Readiness Activities
IX. Questions
Outline
1. Summary of Changes
2. Data Conversion – Important Notes
3. Preview of e-Submission – Creating Well/Completion Events
4. Commission Outages
Summary of Changes – OGC • Industry bulletin issued for Summary of Changes, includes link to larger document:
https://www.bcogc.ca/node/15137/download
• Well Infrastructure
• Transition of BC-11 & well statuses
• Injection and Disposal Reporting
• Commingled Wells
• Flaring Volumes
• Facility Linkages, Reporting Flags, Types & temporary reporting batteries
• New company (BA) applications
Data Conversion – Notes
- Data conversion continues to receive significant attention
- Multiple runs and loads to “truth” data
- Continue to make corrections, and anticipate that errors will be minor
- Outstanding work for industry at go-live:
- Currently 122 active well records with no facility link (error)
- Current work to minimize the number of records (down to 50?)
- Report will be run to identify errors and set status to suspended
- Industry will be required to establish facility link if reporting volumetrics post go-live
E-Submission: New Well Events
- The Commission remains British Columbia’s repository for all well data
- Petrinex is populated with limited well data to support the reporting and disposition of volumetrics
- BC – 11 retirement (Whoop!)
- New functionality in existing e-Submission portal
- Webinar training coming Oct 10th (registration in Summary of Changes Bulletin)
https://www.bcogc.ca/node/15137/download
BC-11 Retirement
• Previous process created well events via BC-11
• Once Petrinex goes online, the BC-11 process will be retired
• New Completion Events will be created directly in the OGC
eSubmission portal by well permit holders, with system updates
pushed out through the OGC hub.
Data Entry Completion
Ev ent Date UWI
Field
Code
Pool
Code
Sub_Pool
Status
Fluid
Type
Status
Mode
Type
Status
Ops
Type
Status
Type
Type
Status
Eff Date
GCI Top
Depth
GCI
Base
Depth TVD MDTP Facility
OGC eSubmission a a a a a a a a
Petrinex a a a a a
• Select from the Home menu: Well > Completion Events• Enter WA Num: > Query Well• All existing Drilling Events and Completion Events associated to the
queried WA will be displayed• Click New Completion Event
Commission Outages
• Office Move – 4 pm Oct 11th to 8 am Oct 16th
https://www.bcogc.ca/node/15122/download
• Data Conversion – Oct 26th – Nov 1st
• Outlined in summary of Changes bulletin:
https://www.bcogc.ca/node/15137/download
Other Items?
Agenda
I. Introductions
II. Project Update/Timeline
III. Update from BC Energy & Mines
IV. Final Readiness Activities
V. Training Resources
VI. Update from the BC Oil & Gas Commission
VII. Update from BC Finance
VIII. Summary of Final Readiness Activities
IX. Questions
Update from the BC Ministry of Finance• RTI (Petrinex BC Inclusion/TACS)Project update
• What you need to be ready
• Transitional Information Notices
1. Reporting, Invoicing and payment due dates
2. OGC Invoice and Payments
3. Penalties and Reporting Errors
4. Deemed Royalty
5. Royalty Estimate Deposits
6. Payments
7. Interest
8. Amending prior production periods
9. Invoices
10.Transitional Penalty Period
• Next steps
• Important dates
RTI (Petrinex/TACS) Project Update
• On track, on budget, within scope
• Completion of final mock conversion
UAT Testing Petrinex/TACS
End to end testing
Finalized all stakeholder cutover plan
10 transition notices
BC Petrinex Nov/Dec 2018 Calendars posted
CASBC General Ledger/Public Accounts
TACSBC Finance Revenue Administration System
PETRINEX(Oil and Gas Reporting System)
IndustryVolumetric Data – Allocations - Valuations
What you need to be ready
• BC Petrinex Inclusion Website - Bookmark, subscribe and familiarize
• Review the BC Oil and Gas Transition Notices
• If not already done so, visit the BC Oil & Gas Commission website for instructions on the review of data conversion files and the preparation of the BA Data Collection form.
• Review Petrinex BC Reporting Calendars 2018/2019
• Review Petrinex training modules
• Know who to call if you are having challenges (Petrinex, MOGR, OGC)
BC Petrinex Inclusion Website
BC Ministry of Finance Transition Notices
Notice 001 Reporting, Invoicing and Payment Due Dates
• Due Dates during transition
Reporting due dates are changing
Payment due date is changing
• October Invoice details
Levy/OSRT: Final 13 month adjustment
Notice 001: Reporting, Invoicing and Payment Due Dates Continued
Reporting Due Dates
Due October 22:
Due November 15:
Form Production Period
BC-S1 September 2018
BC-S2 September 2018
BC-08 August 2018
BC-15 -
BC-51 August 2018
Form Production Period
BC-08 September 2018
BC-51 September 2018
Notice 001: Reporting, Invoicing and Payment Due Dates Continued
Invoicing/Payment
October 2018:
• Special runs:
13-month Levy /OSRT adjustment invoices will be issued and due in October 2018 (instead of March 2019).
Incorporates any amendments processed after March 15, 2018 when the 13-month adjustment invoice was last run.
All invoices generated in October will be due October 22, 2018
Notice 001: Reporting, Invoicing and Payment Due Dates Continued
Invoicing/Payment
November 23, 2018:
• Gas Royalties: Invoices for August and September 2018 production months
• Oil Royalties: No change, invoice is for September 2018
• Oil and Gas Levy/OSRT: Invoices for August and September 2018 production months
All invoices generated on this date are due November 30, 2018
BC Ministry of Finance Transition Notices
Notice 002 Oil & Gas Commission Invoice and Payment
No changes to the data we use to invoice for the Levy/OSRT
• Your invoice will be based on oil volumetric and marketable gas allocations you report in Petrinex each month.
• No further reporting is required on your part
Notice 002: OGC Invoice and Payment Continued
Main change:
• We will no longer be running a “13-month adjustment” every March
amendments will now be included on the monthly invoice runs, the same as royalties
Special invoice runs:
• Double invoice run in November to catch up the Levy/OSRT
• Payment is still due at the end of the month
BC Ministry of Finance Transition Notices
Notice 003 Penalties and Reporting Errors
Up to and including September 2018 Production
• Penalties are still form based and applied for late reporting, generally $20 per day
• Pricing data due November 9, 2018, will be subject to these penalty rules
October 2018 production, going forward
Petrinex non-compliance penalties apply
• $500 for each calendar month a person does not file complete information by the date required
• $100 for each data discrepancy
Recurring penalties will be generated every month until the data that created the error message is completed or corrected.
Notice 003: Penalties and Reporting Errors Continued
• Penalties are billed on the 23rd day of the month, two months following
production
• You will know you may be assessed a penalty if you receive a Petrinex
Error Message, such as:
Later on this morning we will talk about how we will manage penalties in the
transition period
Error Code Description
VME Volumetric Balancing and Missing Data Errors
WPE Waste Plant Balancing and Missing Data Errors
PLS Pipeline Splits Missing / Incomplete Compliance and Balancing Errors
OVE Oil Valuation Compliance and Balancing Errors
NSV NGL and Sulphur Valuation Ensure Complete Errors
BC Ministry of Finance Transition Notices
Notice 004 Deemed Royalty
Purpose:
• Ensures royalty revenue is protected and that reporting omissions are
resolved as quickly as possible
Who:
• Reporting facility operators may be subject to deemed royalties
(penalties and interest) if they do not meet their reporting requirements
• If a reporting facility operator subsequently completes their reporting
requirements, the assessed amount will be credited back to them
• Deemed royalty takes effect beginning with the October 2018 production
period and may first be seen on invoices issued on December 24, 2018
Notice 004: Deemed Royalty Continued
You will know you may be assessed a deemed royalty if you receive a Petrinex Error Message, such as:
Calculated for unaccounted for quantities of product as we are unable to determine royalty attributes [owner(s), prices and applicable royalty rates], delaying the calculation and invoicing of royalties
Error No. Error Message
ENC001 Missing SAF
ENC002 Missing SAF (Cascaded)
ENC004 Invalid Stream ID [value]
ENC005 Invalid Owner ID [value]
ENC013 Invalid RTP ID [value]
ENC008 Stream Allocation contains no Stream ID details
ENC010 Stream [value] creates a circular reference
VME0018 Imbalance is other than 0.0
Notice 004: Deemed Royalty Continued
Oil:
Deemed royalty on oil will be triggered when an oil/condensate facility has a volumetric imbalance.
Calculation Oil:
Unaccounted
Quantity
Crown Interest
(100%)
Royalty Rate
(40%)
120% of
Average Price
Notice 004: Deemed Royalty Continued
Gas/By-products:
Deemed royalty for gas or by-product volumes will be triggered when volumes are not allocated.
Calculation Marketable Gas:
Calculation NGLs/Sulphur:
Unaccounted
Quantity
Crown
Interest
(100%)
NGL Royalty Rate
(20%)
or
Sulphur Royalty Rate
(16.667%)
120% Average
Price
Unaccounted
Quantity
Crown
Interest
(100%)
Royalty Rate
(27%)
Highest
Reference
Price in
B.C.
Notice 004: Deemed Royalty Continued
Timeline
BC Ministry of Finance Transition Notices
Notice 005 Royalty Estimate Deposits
Estimates are going away!!
Going forward:
• Managing Estimate account balances
• Managing Cash balances
Notice 005: Royalty Estimate Deposits Continued
Estimate October 22, 2018:
• Decrease your Estimate account balance to zero to pay the current invoice
charges/outstanding debt.
Going forward:
• Any cash balance remaining at time of go-live into the new royalty system, will
be automatically applied against your next royalty invoice.
• Any residual balance will be used to reduce subsequent Crown invoices.
• CASH Balance will be applied BEFORE any Non-Refundable Credits
(infrastructure or summer drilling credits)
BC Ministry of Finance Transition Notices
Notice 006 Payments
• New accounts (no more RENs)
• Making a payment
• Payment due date
• How we will apply your payment
Notice 006: Payments Continued
New accounts (no more RENs)
– OGR – Oil and Gas Royalty Account
– OGC – Oil and Gas Commission Levy/OSRT Account
– OGD – Oil and Gas Deemed Royalty Account
Making a payment
– eTaxBC, Financial Institution Bill Payment or Electronic Funds
Transfer Services, mail (effective date upon receipt)
– Same CIBC bank account numbers will continue for both royalty
payment and Levy/OSRT payment
A BC-15 form is no longer required
Notice 006: Payments Continued
Payments due
• Last day of the month (two months after production) unless that
day is a weekend or B.C. statutory holiday, then next business day
How we apply payment to invoice charges
• Oldest debt on that account is paid first
• Cash is applied first before non-refundable credits
• Non-Refundable Credits (infrastructure and Summer Drilling
credits) are applied automatically after cash balance has been
exhausted
BC Ministry of Finance Transition Notices
Notice 007 Interest
Effective November 1, 2018, new interest rules apply to:
• Oil and gas royalty reporting processed by us on or after November 1, 2018
• Amendments to oil and gas production periods using reporting and payment dates prior to November 1, 2018
• Audit assessments or adjustments processed on or after November 1, 2018
• Will be charged on the OGR & OGD accounts if not paid in full by the due date
• Will also be charged on the penalty account if not paid in full by the due date
Notice 007: Interest Continued
Rates:
• Amounts owing to government: 3% above the prime lending rate
• Refund Interest: Prime less 2%
Timing:
• Refund interest will accrue from the 61st day after the account became overpaid
• You must pay all invoiced amounts by the payment due date or your account will become overdue and subject to interest
Note:
• NRCs can only be applied against oil and gas royalties. They cannot be used to offset interest, penalties or deemed royalties
BC Ministry of Finance Transition Notices
Notice 008 Amending prior production periods
Amending a production period prior to October, 2018 production:
• Use the same form you used for the initial reporting, however some of the formats will change
We are still accepting most legacy forms
Online forms will no longer be available as of October 22, 2018
We will still accept forms generated from your production accounting system as well as .csv, and .pdf
• Invoice format change:
After processing your amendment, instead of delta changes, you will see one row for the reversal/revision and one row for the new entry
Notice 008: Amending Prior Production Periods Continued
Details: Links to these forms will continue to be available on the Ministry's websiteForm Format Changes Submit to
BC-S1 Monthly Production Statement .ds (from PA system), Excel, PDF [email protected]
BC-S2 Monthly Disposition Statement .ds (from PA system), Excel, PDF [email protected]
BC-08, Marketable Gas & By-product Allocation Report .08 (from PA system), Excel [email protected]
BC-09, Monthly Oil Sales Statement .09 (from PA system), Excel [email protected]
BC-11, Notice of Commencement or Suspension of Operations Electronic Submission Portal (OGC website)
BC-12, Reporting Interest Statement Excel, PDF [email protected]
Form 15A, Monthly Gas Injection Operations Report PDF [email protected]
BC-19, Monthly Natural Gas Plant Processing Statement PDF [email protected]
BC-23, Application for Gas Cost Allowance Excel [email protected]
BC-25, Summer Drilling Credit Application (Amendments only) PDF [email protected]
BC-35, Crude Oil and Condensate Monthly Pipeline Statement Excel [email protected]
BC-36, Central Treating Plant Statement Excel [email protected]
BC-51, Net Profit Monthly Allowable Costs PDF [email protected]
BC Ministry of Finance Transition Notices
Notice 009 Invoices
• Will be delivered to Petrinex and eTaxBC
• Oil, gas and net profit royalties will be on one invoice
Prior period production amendments, validation adjustments and
audit assessments will be on the monthly invoice
• Data used to generate the invoice will be included in a readable CSV file
which includes column headers for ease of reference
• The client statement is being replaced by a Statement of Account
Notice 009: Invoices Continued
Invoices
• Every invoice includes common features: invoice date, reference
number, account number, letter Id, and BA ID
• Each invoice will include a Summary PDF
OGR and OGC invoices will also include a Summary CSV
• Summarizes:
current production month royalty charges
amendments to prior production months
non-refundable credits usage
interest and/or penalty assessments
• Invoice Details CSV
Reverse/Replace, using revision flag of “Y”
Notice 009: Invoices Continued
Statement of Account
• Replaces our current client statement – will also be run on the 23rd of each month
• One may be issued for each account type
• Will only be issued if you have an unpaid amount on the account
• PDF format
• Includes a payment voucher
BC Ministry of Finance Transition Notices
Notice 010 Transitional Penalty Period
• Further to discussions between Finance and CAPP Petrinex penalties for
reporting errors made during the transitional penalty period will not be
assessed
• Production months affected: October, November and December 2018
Notice 010: Transitional Penalty Period Continued
• You will receive a penalty invoice, but it will be adjusted to zero
• You must pay non-penalty amounts and any penalty amount for a
production month other than October, November and December 2018
• We may subsequently assess a penalty if the error is not corrected at the
end of this transitional period
New: Interest charges will be calculated for any unpaid penalties
Important Dates
October 2018: Date What’s happening
October 10 1st Run of Royalty/freehold production tax invoice
October 12 Levy/OSRT invoice
October 15 2nd Run of Royalty/freehold production tax invoice
October 16 Levy/OSRT 13th month adjustment
October 19 Client Statement
October 22 Payment and current S1/S2, BC08 and BC15 is due
October 23 Online Forms are decommissioned (8:00 AM PST)
October 30 BC09 held and processed in new system
Important Dates
November 2018:
** Double Invoice Run**
OGR Gas Invoice for August & September 2018
Levy/OSTR August & September 2018
Date What’s happening
November 5 Petrinex goes LIVE
November 13 GenTacs goes LIVE
November 15 BC08’s for Sept are due
November 23 Invoice run in GenTacs
November 30 Payment due
BC Ministry of Finance - ResourcesBritish Columbia’s Petrinex Project Web Page
• https://www2.gov.bc.ca/gov/content/petrinex
Petrinex Initiatives Page
• Petrinex British Columbia Inclusion Project
• Appendix 8: BC Business Process Changes
BC’s Revenue Transformation Initiative (RTI - Gentax) interface inquiries
• [email protected], Project Director Revenue Transformation Initiative
• Phone: (778) 698-5176
General BC Ministry of Finance Related Project & Transition Inquiries
• Oil&[email protected]
• Phone: 1-800-667-1182
116
Agenda
I. Introductions
II. Project Update/Timeline
III. Update from BC Energy & Mines
IV. Final Readiness Activities
V. Training Resources
VI. Update from the BC Oil & Gas Commission
VII. Update from BC Finance
VIII.Summary of Final Readiness Activities
IX. Questions
118
Important Dates: Conversion Activities and Interoperability Testing
Prior to Petrinex Go-Live
Target Activity Responsibility
Now • Submit Interoperability testing files for all functions. Vendors/Industry
• Submit BA Data Collection Form to OGC. Industry
Until Oct 25 • Continue to submit additions/changes to operated GS/MS/PL facilities. Industry
• Review conversion files and communicate any errors or missing data. Industry
Q3 • Begin releasing BC Learning Modules. Communications Team
Nov 2-4 • Login/Password information communicated to Primary USA. Commission
119
Important Dates: Conversion Activities and Interoperability Testing
Post Petrinex Go-Live
Target Activity Responsibility
Nov 5 • Petrinex Go-Live for October Production Month. Project Team
• Primary USA sets up users and roles for their company. Industry
Early Nov • Update opening inventories from September Prod Month ending inventory. Industry
• Operators of batteries eligible for return fuel credits must update the Returned Fuel settings in Facility Infrastructure.
Industry
• Correct well statuses, well-facility linkages, or other infrastructure (if necessary).
Industry
• Request an Operator Change for any stream (well, unit) in which another BA should be responsible for submitting Royalty Tax Payer information.
Industry
• Enter any Related BA relationships for Oil Valuation purposes. Industry
• Set up Auto-Populate options for Meter Stations (optional). Industry
Jan 31, 2019 • Ensure all new gathering line IDs are attached to batteries for PCOS reporting purposes.
Industry
• Create Alberta/NEB gathering lines and attach to batteries for PCOS reporting purposes.
Industry
Mar 10, 2019
• New deadline for Allowable Costs submissions (previously Mar 15). Industry
120
Important Dates: Reporting Changes for Cutover
PRE-PETRINEX REPORTINGJuly Production MonthGAS 22-Oct Invoice Payment 3 Days Early
BC-15 (Gas) Early & Last Time
August Production MonthFORMS 22-Oct BC-08, BC-51 9 Days Early
GAS 22-Oct Estimates (for Aug) 3 Days Early & Last Time
23-Nov Invoice 1 Invoice run for 2 months
30-Nov Invoice Payment (Aug & Sep same dates)
OIL 22-Oct Invoice Payment 3 Days Early
BC-15 (Oil) Early & Last Time
September Production MonthFORMS 20-Oct BC12 Last Time
22-Oct BC-S1, BC-S2, BC-19 3 Days Early
30-Oct BC-09 1 Day Early
15-Nov BC-08, BC-51 5 Days Early
GAS 23-Nov Invoice 1 Invoice run for 2 months
30-Nov Invoice Payment (Aug & Sep same dates)
OIL 22-Oct Estimates (for Sep) 3 Days Early & Last Time
23-Nov Invoice Later
30-Nov Invoice Payment Short Turnaround
OGC 22-Oct BC-11 (for Sept or earlier) Last day for changes.
121
Important Dates: Reporting Changes for Cutover
PETRINEX LIVE
October Production Month
REPORTING 21-Nov Volumetrics
25-Nov Allocations
10-Dec Valuation
(Oil, NGL, Sulphur)
GAS 23-Dec Invoice
31-Dec Payment
OIL 23-Dec Invoice
31-Dec Payment
1. Identify and Register a Change Leader for your Company.
2. Understand the impacts of PBCIP on your Company. Now
3. Have a Plan to respond to New Changes. Now
4. Prepare your Systems. Now
5. Ensure your staff members are Trained. Q3-4
6. Implement required Pre-Go-Live activities. Ongoing
7. Go-Live and get the benefits. Nov. 5
122
Steps to Readiness Summary
• A Change Leader has been registered for every company!
• The Change Leader will receive all communications related to conversion and should ensure that all responses from the company (Primary USA, operated gathering systems/pipelines, corrections to conversion files) are sent to the appropriate contacts on time.
1. Identify and Register a Change Leader for your Company.
2. Understand the impacts of PBCIP on your Company. Now
3. Have a Plan to respond to New Changes. Now
4. Prepare your Systems. Now
5. Ensure your staff members are Trained. Q3-4
6. Implement required Pre-Go-Live activities. Ongoing
7. Go-Live and get the benefits. Nov. 5
123
Steps to Readiness Summary
• Continue to read updates the PBCIP Industry Readiness Handbook.
• Create a plan to determine which members of your company must be engaged in readiness actions.
- Conversion activities prior to Go-Live - Post Go-Live activities
(Review Appendix 11 of PBCIP Handbook)- Those impacted by monthly reporting changes for cutover
1. Identify and Register a Change Leader for your Company.
2. Understand the impacts of PBCIP on your Company. Now
3. Have a Plan to respond to New Changes. Now
4. Prepare your Systems. Now
5. Ensure your staff members are Trained. Q3-4
6. Implement required Pre-Go-Live activities. Ongoing
7. Go-Live and get the benefits. Nov. 5
124
Steps to Readiness Summary
• Take the opportunity to test upload files.- Accepting IIO test files for all functionality now.
• Minimum computer specifications for Petrinex are provided in the PBCIP Industry Readiness Handbook.
1. Identify and Register a Change Leader for your Company.
2. Understand the impacts of PBCIP on your Company. Now
3. Have a Plan to respond to New Changes. Now
4. Prepare your Systems. Now
5. Ensure your staff members are Trained. Q3-4
6. Implement required Pre-Go-Live activities. Ongoing
7. Go-Live and get the benefits. Nov. 5
125
Steps to Readiness Summary
• Instructions for setting up the Primary USA and users will be communicated as Go-Live gets closer.
• Petrinex learning resources will continue to be updated and communicated.
• Learning modules to begin release in Q3.
1. Identify and Register a Change Leader for your Company.
2. Understand the impacts of PBCIP on your Company. Now
3. Have a Plan to respond to New Changes. Now
4. Prepare your Systems. Now
5. Ensure your staff members are Trained. Q3-4
6. Implement required Pre-Go-Live activities. Ongoing
7. Go-Live and get the benefits. Nov. 5
126
Steps to Readiness Summary
• Review details and important dates presented today to ensure required conversion and cutover activities are completed on time.
- Complete OGC BA Update form ASAP- Review of posted conversion files from the Commission/Finance.
(Files refreshed as of September)- Deadlines affected by Cutover for July – October production months. - Post Go-Live activities
• The PBCIP Industry Readiness Handbook will be updated with details from this presentation.
Questions