Oil Sands Forms
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All forms relevant to both Oil Sands Tenure and Oil Sands Royalty can be found below. Forms will be periodically updated as required.
Tenure Forms
Electronic Transfer System (ETS)
| ETS Client Account Set Up | ||
| Posting Request and Direct Purchase Application Forms | ||
| Bidding Request |
Electronic Funds Transfer (EFT)
| Electronic Funds Transfer (EFT) Authorization |
Escalating Rent (Registering and Applying Credits)
| Escalating Rent Offsetting Costs (EROC) | |
| Registration of Allocated Expenditures (RAE) |
Administrative (Other)
Royalty Forms
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 conventional royalty rates under the Petroleum Royalty Regulation.
Conventional Oil Sands Royalty Reporting Forms (PSR)
Oil Sands Royalty Project Royalty Reporting Forms (OSR)
Sections 38 and 39 of the Regulation set out the parameters for the reporting required of projects approved under the Regulation.
Reminder: PDFs with sample figures are provided for each royalty form. 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 sent to Oil Sands Royalty Reporting.
| Pre-Payout Project | Monthly Report | |
| MRC 1b - Bitumen MRC 1c - Synthetic Crude Oil MRC 1d - Other Oil Sands Products |
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| MRC 1 - Monthly Royalty Calculation (Effective Production Month January 2009), Revised January 11, 2009 | ||
| End of Period Statement | ||
| PRE1 - Auditor Letter Requirement PRE2 - Project Payout Status PRE3 - Allowed Costs Summary PRE3a - Allowed Cost Detail (Sample Format a) PRE3b - Allowed Cost Detail (Sample Format b) PRE4 - Return Allowance* PRE5 - Revenue Summary PRE6 - Royalty Summary PRE6a - Royalty Detail (Blended Bitumen) PRE6b - Royalty Detail (Bitumen) PRE6c - Royalty Detail (Synthetic Crude Oil) PRE6d - Royalty Detail (Other Oil Sand Products) *Return Allowance requires entry of the Long Term Bond Rate (LTBR) |
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| Post-Payout Project | Good Faith Estimate | |
| GFE - Good Faith Estimate (Annual Royalty Estimate) | ||
| GFE 1 - Good Faith Estimate (Effective Production Month January 2009), Revised January 09, 2009 | ||
| End of Period Statement | ||
| PST-1 - Auditor's Letter Requirement PST-2 - Royalty Payable PST-3 - Royalty Calculations PST-4 - Allowed Cost Summary PST-4a - Allowed Cost Detail (Supplement A) PST-4b - Allowed Cost Detail (Supplement B) PST-5 - Other Net Proceeds PST-6 - Return Allowance PST-7 - Project Revenue PST-7a - Revenue Detail (Blended Bitumen Sales) PST-7b - Revenue Detail (Bitumen Sales) PST-7c - Revenue Detail (Synthetic Crude Oil Sales) PST-7d - Revenue Detail (Other Oil Sand Project Sales) PST-8 - Carry Forward Amounts |
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Crown Agreement Royalty Reporting Forms (CSR)
The Crown Agreement Royalty Reporting form is unique to each agreement. You may use the Oil Sands Royalty Reporting forms as the basis. For more information on form design for the Crown Agreement, please contact Oil Sands Royalty Reporting.Statement of Crown Royalty Inventory Volumes
One-time only filing for applicable Oil Sands Royalty (OSR) Projects due January 31, 2009.
Cost Analysis and Reporting Enhancement (CARE)
Please refer to the CARE training presentation and the CARE FAQ for more details.
CARE Volumetric, Operations, Reserves, Deposit and Reservoir Data Reports: Please refer to Information Bulletin
2009-08 for details.
CARE Operating Cost by Function Reports
| Operating Costs - Mining | |
| Operating Costs - In Situ |
CARE Capital Cost by Function Report
| Capital Costs - Mining | |
| Capital Costs - In Situ |
CARE Revenues
CARE Forms Filing Timetable, Timeline and Glossary of Terms
| Timetable | |
| Timeline | |
| Glossary |
Operator's Forecast Report
This report must be submitted for projects in both pre-payout periods and post-payout periods, due December 15. For more information, see Section 37 of the Regulation.
| Operator's Forecast Report |









