Oil Sands - Forms (Royalty)

This page contains a list of royalty forms administered by the Oil Sands Royalty section of the Operations work unit. 
Other Forms Go to: Tenure Forms

Conventional Oil Sands Royalty Calculation - Current Par Price/R Multiplier Letter

  (pdf)    (Excel)  Conventional Oil Sands Royalty Calculation Form


Royalty Project Application & Royalty Reporting Forms

xls - Excel worksheets are provided for each royalty form, Client entry fields are open for input and defaulted with sample entries, Department fields (formulas) are protected.

Adobe Acrobat Reader (pdf)
- this document is a visual sample of the applicable form if data were entered by a user.

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, 1997.

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 Forms

      Application (Oil Sands Royalty Regulation, 1997) 
     

Economic Evaluation Data Requirement *
[ For New Applications, Amendments & Project Amendments]
* Updated Oct'06

      Ministerial Order - Sample (Oil Sands Royalty Project Approval Order)

         

Prior Net Cumulative Balance

      [PNCB] - Summary *
 [PNCB] - Cost Detail *
 [PNCB] - Revenue Detail * 
 * Updated Oct'06
  


Royalty Reporting Forms

Sections 28 and 29 of the Regulation set out the parameters for the reporting required of projects approved under the Regulation.

Reminder: Words 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 are formulas which should not be changed. Queries   

 

Pre-Payout Project

Monthly Report

     [MRC 1b] - Bitumen
 [MRC 1c] - Synthetic Crude Oil
 [MRC 1d] - Other Oil Sands Products 

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)
[ To view table, click HERE ]


Post-Payout Project

Good Faith Estimate

     [GFE] - Good Faith Estimate (Annual Royalty Estimate)
Sample Calculations

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) -Revised
 PST-7b - Revenue Detail (Bitumen Sales) -Revised
 PST-7c - Revenue Detail (Synthetic Crude Oil Sales)
 PST-7d - Revenue Detail (Other Oil Sand Project Sales)
 PST-8 - Carry Forward Amounts   

                  


Operators Forecast Report  (due Dec.15 annually)

This report must be submitted for projects in both pre-payout periods and post-payout periods.

   Operators Forecast Report 


Access to: Tenure Forms:

Go To: Oil Sands Royalty Guidelines
 
Last reviewed/revised: 2008-05-13