Oil Sands Forms

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 Client_Account_Guide
Posting Request and Direct Purchase Application Forms e-Posting Manual and More on e-Posting
Bidding Request e-Bidding Manual and Bid Guide

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)

Authorization Form (Continuation, 1st Term to Primary, Permit to Lease, Surrenders)
Surrender
Notice of Official Service Address
Notice of Designation, Replacement or Revocation of Representative
Request for Certified Copy of Document
Statutory Declaration

 

 

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.

Application (Oil Sands Royalty Regulation, 2009)
Economic Evaluation Data Requirement, Updated September 22, 2009 (For New Applications, Amendments and Project Amendments)
Ministerial Order - Sample (Oil Sands Royalty Project Approval Order)
  Prior Net Cumulative Balance: Summary, Capital Cost Detail, Operating Cost Detail, Revenue Detail - Updated September 22, 2009

Conventional Oil Sands Royalty Reporting Forms (PSR)

Oil Sands Royalty Calculation Current Par Price/R Multiplier Letter
Conventional Oil Sands Royalty Calculation Form
Conventional Oil Sands Royalty Calculation Form, Revised February 2009 (Effective Production Month January 2009)
Conventional Oil Sands Royalty Calculation Form, Revised July 2009 (Revised August 25, 2009, for royalty rates less than 5%)

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
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)
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

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.

Identify volumes of oil sands products that have crossed the Royalty Calculation Point (RCP) but were not disposed of as of December 31, 2008 (i.e., volumes where royalty has not been paid). Includes volumes used as line fill and in tankage.

Cost Analysis and Reporting Enhancement (CARE)

CARE Online Training is now available. 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.

Volumetric Data (Integrated) - Mining and In Situ
Volumetric Data (Non-Integrated) - Mining and In Situ
Operations Data - Mining and In Situ
Deposit Data - Mining
Reservoir Data - In Situ
Reserves Data - Mining and In Situ

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

Bitumen/Bitumen Blend Revenue - In Situ Projects
Bitumen Blend Net Calculation - In Situ Projects
Transportation Costs - In Situ Projects
Diluent Supplied to Stream - In Situ Projects
Other Oil Sands Products Revenue - Mining and In Situ Projects
Western Canadian Select (WCS) Bitumen Sales

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
Last reviewed/revised: 2009-11-16