OASIS Development Update General Information Session October 13,
2011 1 Slide 2 Agenda Introduction Steve OASIS Development
ProgressMaria Royalty Reporting & Calculation PhaseTracy Next
StepsMaria Closing RemarksSteve 2 Slide 3 OASIS Development
Progress 3 Slide 4 Development Overview Oil Sands Administrative
and Strategic Information System New information system to manage
the departments oil sands business Replaces current information
system OSCAR Some changed processes for Oil Sands Operators 2010
Released Phase 1 - Project Application & Related Infrastructure
Implemented web interface for Operators to create and submit OSR
Project Applications to DOE electronically Provided infrastructure
(well, scheme, application and project information) to facilitate
the project application review and approval process Automated some
internal operational processes 4 Slide 5 Currently in progress
2011-2012 Royalty Reporting and Calculation Phase Development work
relating to Operators includes: Standardization of Royalty
Templates Full electronic handling and processing, eliminating
current manual entry into system New Form Submission Process System
validation of reported information Royalty and Related Charge
Calculations System verification of reported calculations Financial
Transactions Processing Charge transactions and payments Royalty
Reports from OASIS for Operators to Manage Records Submission
Confirmation Report Submission Turnaround Report Monthly Project
Payout Balance Report for pre payout projects Statement of Account
5 Slide 6 Tentative Implementation Timeline Calendar February 2012
(partial automation) Use new royalty templates starting Jan 2012
Report Month Form submission via new ETS Interface form validation
continue manual review process royalty calculation process continue
in OSCAR Calendar September 2012 (full automation) Form validation
and royalty calculation in OASIS Supporting details from OASIS
provided back to operators 6 Slide 7 2013 Delivery CARE and
Operators Forecast Reporting Development work relating to Operators
includes: CARE and Operators Forecast Form Submission Process
Reports from OASIS for Operators to manage records Tentative
implementation March 2013 Until then, submission process continues
in ETS Correspondence 7 Slide 8 Questions 8 Slide 9 Royalty
Reporting and Calculation Development Phase 9 Slide 10 New Royalty
Templates Standardized royalty templates to enable full electronic
handling and processing Released to Industry in March 2011 for
trial use and feedback Industry has not identified any specific
issues with the templates Internal business review highlighted a
few instances where business practice and regulations were not
fully aligned Led to some revisions in the royalty templates No
retroactive filing amendments are required Templates will be
re-released on DOE oil sands website in Nov 2011 DOE will provide a
review session on the changes to the royalty templates (Nov 2011
upcoming IB will address) 10 Slide 11 Royalty Form Submission Oil
Sands royalty forms will be submitted through a new interface on
the departments Electronic Transfer System (ETS) Calendar Feb 2012.
Submissions through ETS will include: Royalty forms Statement of
Approval Audit Opinions (where required) Other supporting documents
Submissions will be received daily processing frequency will be
nightly. ETS will validate form submitter. OASIS will perform the
validation on the content of the royalty submissions - Calendar
Sept 2012. Operators will receive a submission confirmation
notification that the submission has been sent to OASIS for
validation/calculation Calendar Sept 2012. 11 Slide 12 Validating
Royalty Forms OASIS will validate information within each royalty
submission and a submission turnaround document will be sent back
through ETS identifying any errors and/or rejections. Defined
business rules for each royalty submission type. The form
validation rules will be communicated to Industry. Must use OASIS
compliant templates (with no modifications) otherwise form will be
rejected. A rejected submission, that is not resubmitted before the
filing deadline, will be deemed to be not filed or missing.
Penalties are automatically generated for missing submissions. 12
Slide 13 Royalty Calculation Royalty will be calculated using
inputs from the Operators submissions and the royalty components on
department records (e.g., royalty rate, BVM, LTBR). Prior period
amendments will trigger an automatic recalculation of carry forward
balances, etc. A Submission Turnaround Document identifying the
departments royalty calculation will be provided. A Payout Balance
Report will be issued once a month to identify the cumulative costs
and cumulative revenues to help manage project payout balances. A
monthly Statement of Account summarizing charges and payments will
be generated around the 5 th business day of the month. All OASIS
generated reports will be provided to Operators through ETS in pdf
format. Key reports will also be available in xml format. 13 Slide
14 Submission Confirmation Report (For illustration only - final
version may vary) 14 Slide 15 Submission Turnaround Document (For
illustration only final version may vary) Note: Only partial report
content is shown 15 Slide 16 Payout Balance Report (For
illustration only final version may vary) 16 Slide 17 Statement of
Account Summary (For illustration only final version may vary ) 17
Slide 18 Statement of Account Details (For illustration only final
version may vary) 18 Slide 19 Statement of Account Details (For
illustration only final version may vary) 19 Slide 20 Questions 20
Slide 21 To Facilitate Transition Communicate information on
development updates, changed processes and related implementation
readiness activities to Operators Release royalty templates early
(Nov) Provide royalty template review session (Nov) Establish OASIS
meetings on regular basis (starting Nov) Frequency based on need
Set agendas Provide clarifications on system processes (phase 1 or
2) Get feedback on system enhancement opportunities Have some
Operators provide files for testing to work through and resolve
issues prior to implementation 21 Slide 22 To Facilitate Transition
Upcoming IB will address registration for: Royalty Template Review
(Nov) OASIS Meetings (starting Nov) Session details will be
provided via email to attendees Sessions at DOE office in AMEC 22
Slide 23 OASIS Phase 2 Business Development Team NameWorking
TitleEmailPhone Number Maria Lee Business Manager, Lead
[email protected] Tracy Wadson Business Manager
[email protected] Sharon Tarnawsky Business
Manager [email protected] Tashfin Haque
Business Manager [email protected] Tammy Thomas
Business Analyst Support [email protected] 23
Slide 24 OASIS Phase 1 Business Maintenance Team NameWorking Title
EmailPhone Number Maria Lee Business Manager, Lead
[email protected] Diane Duchesneau Business Analyst
[email protected] Rajeev Bastiampillai
Business Analyst Support [email protected]
Ana Linares Business Analyst Support
[email protected] 24 Slide 25 Questions? 25
