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To the Unit Agreement Exhibit A Unit Tract Revision Online Training Course The purpose of this course is to provide guidance and information to ETS clients.

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Presentation on theme: "To the Unit Agreement Exhibit A Unit Tract Revision Online Training Course The purpose of this course is to provide guidance and information to ETS clients."— Presentation transcript:

1 To the Unit Agreement Exhibit A Unit Tract Revision Online Training Course The purpose of this course is to provide guidance and information to ETS clients who require to submit a Unit Tract Revision. 1

2 REVISION PAGE Revisions Table DateRevisions TypePage Number March 7, 2016Initial CreationAll 2

3 INTRODUCTION In this module, you will learn how to: Submit a Unit Tract Revision utilizing the: Administrative Information Unit Tracts Royalty Owners Prerequisite Learning Module Before proceeding we recommend that you view the Unit Agreement Exhibit A Roles and Unit Agreement Exhibit A Reports module located in the Online Learning portal 3

4 LOGIN TO ETS 4

5 ADMINISTRATIVE INFORMATION – COMPANY NAME The Company Name drop down will include all companies that the ETS Account login is assigned to. 5

6 ADMINISTRATIVE INFORMATION – UNIT AGREEMENT 6 The Unit Operator, Unit Agreement Name, Revision Effective Date and PE ID columns can be sorted in Ascending or Descending order by clicking on the column title.

7 ADMINISTRATIVE INFORMATION – REVISION # 7 If in the New Revision Number dropdown list there is only one Revision displayed without a Revision number, this is the initial Exhibit A and no revisions have been submitted. The New Revision Number to be entered would be number 1.

8 ADMINISTRATIVE INFORMATION NEW REVISION NUMBER, REVISION EFFECTIVE DATE 8 While working in the Unit Tract Revision screen, saving periodically is required to avoid the session from timing out. The screen will timeout in 15 minutes, if there is no activity. Saving will generate the Request Number in the screen header eg. (Request # 368614)

9 9 ADMINISTRATIVE INFORMATION DESCRIPTION OF CHANGE, ATTACHMENTS Optional Adobe PDF and Microsoft Word backup documents can be attached by first Saving the Request, then browsing for your desired document. Once back in the Request click Add button to attach. If you wish to add an additional document repeat.

10 10 UNIT TRACT – CURRENT COPY

11 11 UNIT TRACT – SHOW SUB TOTALS

12 12 UNIT TRACT – AUTO UPDATE

13 13 UNIT TRACT - FILTERS Filters can be useful, where there are many rows of information on a screen that you must scroll through. Filters allow you to narrow down the amount of information displayed, to a select few.

14 14 UNIT TRACT – TRANSFER OF OWNERSHIP

15 15 UNIT TRACT – TRANSFER OF OWNERSHIP CONTINUED The 7 digit number in front of the Working Interest Owner company name is the Alberta Energy client ID.

16 16 UNIT TRACT – TRANSFER OF OWNERSHIP CONTINUED

17 17 UNIT TRACT – TRANSFER OF OWNERSHIP CONTINUED

18 18 UNIT TRACT – TRANSFER OF OWNERSHIP CONTINUED

19 19 UNIT TRACT – TRANSFER OF OWNERSHIP CONTINUED

20 20 UNIT TRACT – TRANSFER OF OWNERSHIP SAVED

21 21 UNIT TRACT – TRANSFER OF OWNERSHIP ERRORS

22 22 UNIT TRACT – TRANSFER OF OWNERSHIP ERRORS

23 23 UNIT TRACT – TRANSFER OF OWNERSHIP ERRORS

24 24 UNIT TRACT – TRANSFER OF OWNERSHIP CORRECTIONS

25 25 UNIT TRACT – TRANSFER OF OWNERSHIP CORRECTIONS

26 26 UNIT TRACT – TRANSFER OF OWNERSHIP CORRECTIONS

27 27 UNIT TRACT – TRANSFER OF OWNERSHIP CORRECTIONS The unit tract revision entry is now finished. If there is no requirement to update a Royalty Owner, you can skip the Royalty Owners tab and proceed to Submission. If there is a requirement to update a Royalty Owner, go to Royalty Owners tab and update.

28 28 UPDATE ROYALTY OWNERS This Revision is a copy of the Current Revision before making the New Revision. Unit Operator can submit New Revision with only Royalty Owners updates. If this is the case, you only need to fill in the information required under Administrative and Royalty Owners tabs, then Save and Submit.

29 29 UPDATE ROYALTY OWNERS CONTINUED

30 30 UPDATE ROYALTY OWNERS CONTINUED

31 31 UPDATE ROYALTY OWNERS CONTINUED

32 32 OVERRIDING ROYALTY OWNERS

33 33 UPDATE OVERRIDING ROYALTY OWNERS COMPLETE

34 34 SUMMARY The Summary Tab provides a summary of all Working Interest Owner unit participation, crown share and crown interest. The Unit Tract Revision Report, is an overview of screen data, which helps in verifying data entered. This report can be produced at any time during the Request lifecycle.

35 35 SUBMIT UNIT TRACT REVISION REQUEST Once your Revision has been completed in either the Administrative, Unit Tract, Royalty Owners or Summary tabs, you must Submit the Request.

36 36 SUBMIT UNIT TRACT REVISION REQUEST – STATUS SUBMITTED Successfully submitting your request will change the Request Status to Submitted. The request will now be processed by Alberta Energy.

37 37 UNIT TRACT REVISION REQUEST – WORK IN PROGRESS

38 38 REVISION REQUEST COMPLETED Once your Revision Request is processed, the Creator will receive an email notification that the Request is now Complete.

39 39 WORK IN PROGRESS - COMPLETE The Request must be at the status of Completed to submit a report request for the Exhibit A Report (see Unit Agreement Exhibit A Reports Training Module for the next steps). Note: The Unit Operator is responsible in preparing and distributing the same copy of the revised Exhibit A created in ETS to all parties to the unit agreement.

40 CONCLUSION Congratulations! You have completed the Unit Agreement Exhibit A Unit Tract Revisions Online Training Course If you have any comments or questions on this training course, please forward them to the following email address: EnergyUnitsHelpdesk.gov.ab.ca 40


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