Manual 011: How to Submit Volumetric Data to the AER

Manual 011: How to Submit Volumetric Data to the AER
Manual 011
Manual 011: How to Submit
Volumetric Data to the AER
February 2015
Alberta Energy Regulator
Manual 011: How to Submit Volumetric Data to the AER
February 2015
Published by
Alberta Energy Regulator
Suite 1000, 250 – 5 Street SW
Calgary, Alberta
T2P 0R4
Telephone: 403-297-8311
Toll free: 1-855-297-8311
E-mail: [email protected]
Website: www.aer.ca
Alberta Energy Regulator
Contents
1
2
Introduction ............................................................................................................................................. 1
1.1
About this Manual ......................................................................................................................... 1
1.2
What’s New ................................................................................................................................... 1
1.3
AER Requirements and Compliance Assurance .......................................................................... 2
Balancing Volumetric Submissions ................................................................................. 2
1.3.2
Submission Deadlines ..................................................................................................... 2
1.3.3
Fees ................................................................................................................................. 3
1.3.4
Noncompliance Error Reports ......................................................................................... 3
1.3.5
Review of Enforcement Actions ....................................................................................... 3
Submitting through PETRINEX .............................................................................................................. 6
2.1
3
1.3.1
Security ......................................................................................................................................... 6
2.1.1
Well Status Changes ....................................................................................................... 6
2.1.2
Facility Applications ......................................................................................................... 6
2.1.3
Facility Changes .............................................................................................................. 6
2.1.4
Well-to-Facility Links ........................................................................................................ 6
2.1.5
Volumetric Data ............................................................................................................... 7
2.1.6
Reports and Query .......................................................................................................... 7
2.2
Methods of Submission ................................................................................................................ 7
2.3
Work-in-Progress Area ................................................................................................................. 8
2.4
Amendments or Corrections ......................................................................................................... 8
2.4.1
Full Facility Designation ................................................................................................... 8
2.4.2
Partial Data ...................................................................................................................... 8
2.4.3
Sequential Amendment Number ..................................................................................... 8
2.4.4
Making and Avoiding Corrections .................................................................................... 9
2.5
Notification .................................................................................................................................... 9
2.6
PETRINEX Inbox .......................................................................................................................... 9
Volumetric Submissions ....................................................................................................................... 10
3.1
Editing Volumetric Data .............................................................................................................. 10
3.2
Pending Transactions ................................................................................................................. 10
3.2.1
Current Month ................................................................................................................ 10
3.2.2
Prior Month Amendment ................................................................................................ 11
3.3
Proration Factors ........................................................................................................................ 12
3.4
Facility Activity ............................................................................................................................ 13
3.5
3.4.1
Inventory ........................................................................................................................ 14
3.4.2
Receipts and Dispositions ............................................................................................. 15
Well Activity ................................................................................................................................ 15
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3.5.1
Shut-in Wells.................................................................................................................. 16
3.5.2
Steam-Assisted Gravity Drainage Wells........................................................................ 16
3.5.3
Suspended Wells ........................................................................................................... 17
3.6
Concurrent/Consecutive Injection ............................................................................................... 17
3.7
Summaries .................................................................................................................................. 17
3.7.1
3.8
3.9
Facility Balances ............................................................................................................ 18
Missing Information..................................................................................................................... 19
3.8.1
Missing Product ............................................................................................................. 19
3.8.2
Missing Well or Facility Data ......................................................................................... 19
3.8.3
Missing Current Production Month ................................................................................ 19
3.8.4
Missing Prior Production Month ..................................................................................... 20
3.8.5
Missing Well................................................................................................................... 20
Waste Plant Reporting ................................................................................................................ 20
3.10 Mineable Oil Sands Reporting .................................................................................................... 21
3.11 Crude-by-Rail Reporting ............................................................................................................. 21
4
Facility Information................................................................................................................................ 21
4.1
Compressor Station Facility ID ................................................................................................... 21
4.2
Obtaining a Facility ID Online ..................................................................................................... 21
4.3
Facility Change Request............................................................................................................. 36
4.3.1
4.4
4.5
4.6
4.7
4.8
ii
Changes to the Start Date ............................................................................................. 37
Facility Operational Status .......................................................................................................... 37
4.4.1
Retroactive Changes ..................................................................................................... 38
4.4.2
Changing Facility Operational Status ............................................................................ 38
Facility Operator Changes .......................................................................................................... 39
4.5.1
Request Facility Operator Change Screen .................................................................... 39
4.5.2
Deadline for Requesting Changes ................................................................................. 40
4.5.3
Concurrence .................................................................................................................. 40
4.5.4
Requesting the Change ................................................................................................. 40
Well-to-Facility Links ................................................................................................................... 41
4.6.1
Concurrence .................................................................................................................. 41
4.6.2
Current Production Month Well-to-Facility Link Changes.............................................. 42
4.6.3
Retroactive Well-to-Facility Link Changes ..................................................................... 43
4.6.4
Corporate Amalgamations ............................................................................................. 44
Water Source ID Requests ......................................................................................................... 45
4.7.1
Request Water Source ID Screen ................................................................................. 45
4.7.2
Location ......................................................................................................................... 45
4.7.3
Water Source Codes ..................................................................................................... 46
4.7.4
Suspending a Water Source ID ..................................................................................... 46
Linking and Reporting Licensed Water Source Wells ................................................................ 46
Manual 011: How to Submit Volumetric Data to the AER
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5
Well Status Changes ............................................................................................................................ 46
5.1
DDS-Derived Well Statuses ....................................................................................................... 46
5.2
Notification .................................................................................................................................. 47
5.3
Required Information for a Well Status Change ......................................................................... 47
5.3.1
Wells Placed on Production or Injection for the First Time............................................ 47
5.3.2
Commingling Zones within a Well ................................................................................. 48
5.3.3
Changes to a Well Type ................................................................................................ 48
5.4
Modifying or Deleting a Well Status Updated by the AER.......................................................... 48
5.5
Suspending and Reactivating Inactive Wells.............................................................................. 48
5.6
Validating a Well Status Change ................................................................................................ 49
5.7
Editing a Well Status ................................................................................................................... 49
5.8
5.7.1
Adding a Well Status ..................................................................................................... 50
5.7.2
Deleting a Well Status ................................................................................................... 51
5.7.3
Modifying a Well Status ................................................................................................. 51
Add Well Status Detail Screen Requirements ............................................................................ 52
5.8.1
Gross completion interval .............................................................................................. 53
5.8.2
Field Code ..................................................................................................................... 53
5.8.3
Oil Sands Area Code ..................................................................................................... 53
5.8.4
Pool, Deposit, and Undefined Pool Codes .................................................................... 53
5.8.5
Facility Link .................................................................................................................... 54
5.8.6
Making Commingling Changes Online .......................................................................... 54
Appendices
1
Activity Transactions ............................................................................................................................. 58
2
Products and Gas Equivalent Factors .................................................................................................. 63
3
Province, State, and Miscellaneous Codes .......................................................................................... 64
4
Prorated Production for Crude Oil and Crude Bitumen Batteries ......................................................... 70
5
Gas Measurement Exemptions for Crude Oil and Crude Bitumen Batteries ....................................... 74
6
Custom Treater Facility ........................................................................................................................ 78
7
Well Statuses ........................................................................................................................................ 81
8
Load Fluid .......................................................................................................................................... 87
9
Volumetric Balancing ............................................................................................................................ 94
10 Linking Gas to Oil Batteries and Oil Wells to Gas Batteries ................................................................. 99
Tables
1
Required information for facility identifier request ................................................................................ 24
2
Facility and facility subtypes ................................................................................................................. 25
3
AER-issued facility and facility subtypes .............................................................................................. 33
4
Well statuses derived from DDS submissions ...................................................................................... 47
5. Province and state codes ..................................................................................................................... 64
Manual 011: How to Submit Volumetric Data to the AER iii
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Tables cont'd
6
Miscellaneous codes ............................................................................................................................ 66
7
Sample well test calculation worksheet ................................................................................................ 70
8
Sample monthly production worksheet ................................................................................................ 72
9
Monthly reporting .................................................................................................................................. 72
10 Sample monthly production worksheet—oil and water ........................................................................ 74
11 Sample monthly production worksheet ................................................................................................ 75
12 Sample monthly production .................................................................................................................. 75
13 Sample monthly production worksheet ................................................................................................ 77
14 Sample monthly production .................................................................................................................. 77
15 Sample effluent receipts worksheet...................................................................................................... 79
16 Test information from field operation’s data ......................................................................................... 87
17 Well status and facility subtype ............................................................................................................ 90
18 Product group for facility balance ......................................................................................................... 94
19 Product group for process activity ........................................................................................................ 96
20 Product group for shrinkage activity ..................................................................................................... 96
21 Product and gas equivalent factor ........................................................................................................ 97
iv
Manual 011: How to Submit Volumetric Data to the AER
Alberta Energy Regulator
1
Introduction
1.1
About this Manual
This manual is a guide for industry on understanding how data are submitted to the Alberta Energy
Regulator (AER) through PETRINEX. It is not for training industry on production accounting or on using
PETRINEX. For support and training on using PETRINEX, see the PETRINEX website at
www.petrinex.ca. Training on production accounting is available through the Canadian Association of
Petroleum Production Accounting. For more information, see their website, www.cappa.org.
1.2
What’s New
Previously the Online Supplement to Directive 007, this first edition of Manual 011 incorporates several
changes that have already been made in PETRINEX and published as tips, including information and
updates made to
•
crude-by rail reporting requirements,
•
reporting requirements for experimental confidential wells,
•
facility subtypes,
•
well statuses, and
•
code tables.
The water source code table has been removed and will now appear only on the AER webpage for
Directive 007. Changes also include updates to references to two organizations that are no longer in
existence—the Petroleum Registry of Alberta (Registry) and the Energy Resources Conservation Board
(ERCB).
•
In 2012, the Registry changed its name. It is now known as PETRINEX. References to the Registry in
Directive 007 have been updated to reflect this change, including references to their website, and are
now referred to as PETRINEX.
•
In June 2013, the ERCB was succeeded by the AER. A number of changes have occurred since then,
including changes to group names and contact information. References in this edition now refer to the
AER, including references to our website.
The information that follows has also gone through a plain language review to make the information more
accessible and to improve overall readability. Any language that was found to be redundant was removed.
Some minor changes to the organization of the information have also been made:
•
Subheadings have been added to some sections to better allow readers to scan for the information
they need.
Manual 011: How to Submit Volumetric Data to the AER 1
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•
Compliance assurance information now appears in the introduction and aligns more strongly with
information on compliance in both Directive 007 and on the AER website.
1.3
AER Requirements and Compliance Assurance
Operators are required to follow AER requirements. Noncompliance with AER requirements will result in
the duty holder receiving a response in accordance with the latest edition of Directive 019: Compliance
Assurance. A complete list of noncompliant events is available under Compliance & Enforcement on the
AER website, www.aer.ca. For details on the AER’s compliance assurance process, including details on
noncompliance fees and how to file an appeal, see the AER website, www.aer.ca.
Directive 007: Volumetric and Infrastructure requirements have been risk assessed as low risk
noncompliance events. Error messages and their associated fees are listed within the AER Error Message
Identifier Description and Associated Noncompliance Fee table available on the AER’s Directive 007
webpage.
Compliance information within this manual addresses only those processes within PETRINEX that may
assist in helping you avoid a noncompliance, such as noncompliance reports, and details you should know
regarding the AER’s review of an error message.
1.3.1
Balancing Volumetric Submissions
PETRINEX runs a process that calculates activities, totals individual activities, and balances a facility.
This process runs automatically whenever you do a batch or online submission or query a facility so that
you always see the most current balance for your facility. You will receive online notification if problems
exist. You can request that a report be run on specific facilities or on all facilities for your operator. See
appendix 9 for details on how each facility type detailed is balanced.
PETRINEX also automatically checks balancing and missing data two days before the AER filing
deadline. This is the final notice of any outstanding errors or missing submissions before taking
enforcement action. See section 1.3.4 for more information.
1.3.2 Submission Deadlines
The operator of an active facility or pipeline or one that during the preceding month had activities or was
shut in for the entire month must report to the AER through PETRINEX by the 18th day of the month, or
if the 18th is not a business day, the next business day or as otherwise directed by the AER. The deadlines
for AER volumetric data are published under the Calendar tab on the PETRINEX website at
www.petrinex.ca.
Amended volumetric submissions are subject to a closed five-year reporting period.
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1.3.3 Fees
To address the costs and quality issues caused by late submissions and data discrepancies in reporting
volumetric data, the AER has a schedule of fees in Part 17 of the Oil and Gas Conservation Rules
(OGCR). Missing data or data discrepancies that are not corrected before a filing deadline may receive an
invoice for fees. For a complete list of risk-assessed noncompliance error messages, see the AER Error
Message Identifier Description and Associated Noncompliance Fee table on the AER website,
www.aer.ca.
1.3.4
Noncompliance Error Reports
PETRINEX automatically runs a check called a noncompliance error report two days before the AER
filing deadline and again at the filing deadline. This process checks balancing and missing data only on
facilities for which there have been submissions since the last AER filing deadline, including any
amendments made to previous months. The check for missing data will be done for all periods and will
include any data missing because of infrastructure changes. Data remaining in the PETRINEX work-inprogress (WIP) area are not checked (see section 2.3).
Once the check is complete, operators receive a report of the check summarizing any balance errors and
missing data. This is the final notice of any outstanding errors or missing submissions before taking
enforcement action. Facilities that balance will not be included. Any errors not corrected before the filing
deadline will be subject to noncompliance fees. To avoid noncompliance fees, request an AER
noncompliance error report for any facility that you submit data for after this two-day window before the
AER filing deadline.
Facility operators may submit a request to check balancing and for missing data at any time. Watch for
e-mail notifications sent to you that advise of a change at the facility that you deliver to that has resulted
in a change to the disposition volume at your facility.
1.3.5
Review of Enforcement Actions
Licensees may request that the AER Production Data Services Team review an enforcement action before
submitting an appeal.
•
Requests must be submitted within 15 calendar days of the invoice date.
•
Licensees will receive the results of a review within 10 calendar days from making the request.
Use the AER enforcement action review template, available on the Directive 007 webpage, when making
your request. Send requests for review by e-mail to [email protected], fax to 403-297-7303, or mail to the
AER at the attention of the manager of AER Production Data Services, Information Management Branch,
at Suite 1000, 250 – 5 Street SW, Calgary, Alberta T2P 0R4. The AER Production Data Services team’s
timelines for administering enforcement actions are noted on the Directive 007 webpage under
Volumetric Reporting Noncompliance Escalation Timelines.
Manual 011: How to Submit Volumetric Data to the AER 3
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If you disagree with a decision of the AER Production Services Data team, you may submit an appeal to
an AER enforcement advisor. For details, see Directive 019.
The AER will review an enforcement action as requested by a licensee if you answer “yes” to at least one
of the following two questions:
•
Is the noncompliance event caused by another licensee’s last minute submission that you did not have
time to respond to? If yes, submit details that clearly show the timing of the noncompliance event.
(Last minute submissions are defined as those submitted between the time the AER Noncompliance
Error Report is run and the AER filing deadline.)
•
Is the noncompliance event caused by another licensee’s failure to report volumes or because another
licensee reported wrong volumes?
Answering “no” to both questions will result in the request being turned down. Only problems between
two business associates (BAs) constitute a valid reason for review. Problems within two facilities of a
single BA are not grounds for review.
The AER recognizes that the above questions may not apply in every situation. The AER will review such
requests on a case-by-case basis.
Review of Error message VME0016—Gas metering difference is 20 per cent or greater
If error message VME0016 (gas metering difference is over the acceptable tolerance) is caused by a
technical problem such as ink ran out, a chart was lost, or the calibration was wrong, the AER expects that
engineering estimates of the missing volume will be used to report correct volumes, with the metering
difference reported within the acceptable tolerance. These types of estimates are a measurement
requirement and are not grounds for appeal.
If after review of the above, the licensee still wishes that the AER review an enforcement decision for
error message VME0016, the following data must be submitted with the review:
1) Process and measurement
Provide a diagram of the most recent measurement schematic for the subject facility, showing the
following information:
•
All process equipment, flow lines, fuel lines, flare lines, and blowdown/drain lines.
•
A list of all wells. Indicate how each ties into the facility, including producing, suspended, and
injection/disposal wells.
•
All meters, measurement points, sampling points, and delivery points. Provide type of meters.
4 Manual 011: How to Submit Volumetric Data to the AER
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2) Field records and procedures
•
Field records—The facility licensee’s licence, well test, and injection well records. Include the
original recordings of measurements used to determine the particulars for the record if applicable.
•
Orifice meter charts—Where orifice meters configured with chart recorders are used, all charts
for accounting meters, if applicable.
•
Meter calibration reports—Copies of the gas meter calibration and liquid meter proving reports
for all accounting meters for the applicable month, including
•
•
−
all injection/disposal meters,
−
all fuel, flare, vented gas meters, and
−
the group gas meter.
Automated measurement systems—if measurement is done by SCADA/DCS/PLC, include
−
quantity transaction record (QTR)—the data supporting the reported volumes for the stated
period;
−
configuration log—identifying all constant flow parameters used in the generation of the
QTR; this log must contain all information listed in American Petroleum Institute (API)
chapter 21, section 1.6.4, table 1;
−
event log—the record noting all exceptions and changes to the flow parameters (contained in
the configuration log) that have occurred and that affect on the QTR;
−
corrected QTR—constant values, times, and dates of any changes affecting the original QTR
and/or reported volumes; and
−
test records—any documentation produced in the testing or operation of metering equipment
that affects measured volumes, including the record containing volume verification and
calibration measurements for all secondary and tertiary devices.
Casing head gas—For batteries, identify all wells, compressors, line heaters, and other field
equipment using casing head gas and/or produced gas for lease fuel.
•
Facility flaring and turnaround
−
Provide the facility flare log for all routine and nonroutine flaring occurrences.
−
When was the facility last shut down for routine maintenance or turnaround?
3) Accounting records and calculations
•
Production summary—Summary of monthly production and injection and dispositions of all
fluids.
•
Gas chart reading summary—For all orifice meter charts. Include all orifice meter coefficients
and factors used in the volume calculation. If gas chars are scanned, provide a copy of all digital
charts images and the applicable viewer software.
Manual 011: How to Submit Volumetric Data to the AER 5
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•
Gas analysis—Provide the relevant gas analyses for all accounting meters.
•
Engineering estimates
•
−
Outline the method used to estimate unmetered flare, fuel, or vented gas streams. Include a
sample calculation showing all particulars.
−
Outline the method used to estimate gas in solution with oil dumped to stick tanks and with
oil at test conditions. Include fluid analysis data and a sample calculation.
Gas equivalent calculations—Provide the latest hydrocarbon liquid analyses used to calculate gas
equivalent of well condensate for all accounting meters.
•
2
Other—Include any other estimate, correction, or adjustment used to calculate volumes.
Submitting through PETRINEX
As of the October 2002 production month, all operators are required to submit all well, facility, and
pipeline monthly volumetric information and well status changes electronically to the AER through
PETRINEX in accordance with Section 12 of the OGCR and Directive 007.
2.1
Security
2.1.1
Well Status Changes
Only the licensee of a well may update a change to well status information.
2.1.2
Facility Applications
Only the licensee of a facility may request a new facility identifier (ID). When a facility requires that a
licence number be entered, the company requesting the new facility ID must be the licensee. The licensee
will become the operator of the facility. When a facility does not require a facility licence, the company
requesting the facility ID will be the operator of the facility.
2.1.3
Facility Changes
Only the operator of the facility may update changes to facility information. This includes a request for an
operator change.
2.1.4
Well-to-Facility Links
The linking of a well to a facility for the first time must be done with the well status change. Only the
licensee of the well may update well status changes and link a well to a facility for the first time. The well
licensee does not have to be the operator of the facility that the well is to be linked to. Any additional well
status that requires a well to be linked to a new facility will also follow this process.
When a well is linked to a new facility without a change in well status, only the operator of the facility
that the well is currently linked to may request a change.
6 Manual 011: How to Submit Volumetric Data to the AER
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2.1.5
Volumetric Data
Only the operator of record for the facility and production month may submit volumetric data for the
facility, whether by batch or online. It is the operator’s responsibility to ensure that access to submit data
for specific facilities is assigned to the appropriate production accountant. Facilities that have confidential
and experimental data can be restricted to specific production accountants within the company. Note that
an experimental scheme is not always confidential.
When an operator change occurs, the current operator can choose to give the new operator authority to
submit amendments on its behalf. The operator of record remains the original operator and is responsible
for all submissions for the periods when it was the operator of record regardless of who submits
amendments.
2.1.6
Reports and Query
Any operator or person with access to PETRINEX has the authority to query or to run a report on well,
facility, and volumetric data. If a well is confidential or experimental, the information deemed
confidential will only be displayed to the operator of record or the licensee. When experimental
confidential wells are associated with a facility, the entire facility activity report will be deemed
confidential and no data will be displayed.
2.2
Methods of Submission
Two methods exist for electronically submitting data to the AER through PETRINEX:
•
Online updates (defined screens and processes)—Primarily for operators with only a few wells or
with a unique facility not handled by its production accounting (PA) system.
•
Batch loading (defined electronic formats)—For sending data electronically through the internet to
PETRINEX. For operators with PA systems or who manage their production accounting on
spreadsheets.
Operators are not restricted to using only one method; they may submit data using a batch process and
then correct or amend the data using the online, or vice versa.
Upon receipt of each submission, PETRINEX runs a computerized check to ensure data quality and
completeness. Data submitted are deemed valid for acceptance if
•
the person submitting the data is authorized to submit the well or facility data;
•
the well identifier, well status, and well-to-facility links match what the AER and PETRINEX have
on record; and
•
activities and products are valid.
Manual 011: How to Submit Volumetric Data to the AER 7
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If the submitted data is missing any of the above information or if the information within the submitted
data is found to be incorrect, they are not accepted and the operator must correct and resubmit the data.
On a predefined date, once the data have been accepted, PETRINEX determines that each facility is
arithmetically correct within itself—that is, that total facility receipts equal total facility dispositions (after
considering inventories).
2.3
Work-in-Progress Area
The online submission of volumetric data is done using the PETRINEX work-in-progress (WIP) area (not
available for batch submissions). This WIP area allows you to enter and edit volumetric data before
submitting the data to PETRINEX. Within the WIP area, data is held (temporarily saved) until you are
ready to submit it. No one else has access to your data when they are only saved in WIP. Once submitted,
the data becomes available for other users of PETRINEX to view and use.
You must submit data you’ve been working on and saving in the WIP area to PETRINEX in order for
them to become a valid PETRINEX submission. Otherwise, the AER will not recognize the submission
and you may receive a facility missing notice. If you receive any unexpected facility missing notices,
check that you have submitted data saved in the WIP area to PETRINEX.
2.4
Amendments or Corrections
2.4.1
Full Facility Designation
All submissions are considered “full facility” submissions, regardless of whether they are a correction or
an amendment. This means that each submission made for a facility completely overrides the previous
submission.
2.4.2
Partial Data
Partial data for a facility may be submitted if that data is still within the current month. However, if
submitting partial data, you must submit the previous data along with the new data each time you submit
data for a facility and production month. For example, you may want to submit the receipt activities for
oil at the beginning of the month, as these volumes are required by the delivering operator to allow it to
do such things as pipeline splits or to calculate well production volumes. If you then have additional oil
activities or gas volumes to report, you submit a new facility submission that includes the previously
submitted oil receipt data along with the additional new oil or gas data.
2.4.3
Sequential Amendment Number
Each time you submit volumetric data for a facility, PETRINEX assigns a new amendment number.
Numbers are assigned in sequential order and increase by one for each new submission. When you amend
volumetric data online, PETRINEX displays your last version, to which you may add, change, or delete
data. Then, when you submit your changes, PETRINEX creates an amendment that includes any
8 Manual 011: How to Submit Volumetric Data to the AER
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unchanged data from the previous version, along with the changes you have made. The submission with
the highest amendment number is always deemed to be the most current version for the facility. All data
for a facility for the current production month must be submitted by the AER filing deadline.
2.4.4
Making and Avoiding Corrections
To avoid discrepancies between PETRINEX and an operator’s system, it is recommended that any
amendment or correction be changed within the operator’s PA system, and then updated to PETRINEX.
This will ensure that the volumetric data the AER has on record is the same as what the operator has on
record.
If you reported information that should not have been included when you submitted an amendment, you
may exclude the data reported in error through an amended submission. For example:
•
If an incorrect facility ID was entered for “From/To,” the amendment should report only the correct
facility ID and not include the incorrect facility ID. The removal of the incorrect facility ID will
automatically delete any data entered at the incorrect delivering facility.
•
If an incorrect well or well event was reported, the amendment should not include the incorrect well
ID, but only the correct well ID. This will result in a “missing” error being triggered for the incorrect
well ID. You must correct the well status or report the incorrect well at a new facility.
PETRINEX will track situations in which a well with an active well status was reported at a facility and is
not reported on an amendment. If the situation is not corrected by changing the well’s status or by moving
the well to another facility, it may be subject to AER enforcement.
2.5
Notification
If any problems are encountered with either online or batch submissions, PETRINEX will notify the
operator.
•
Online submissions—Error messages are sent immediately and can be corrected right away before
you leave the edit screens.
•
Batch submissions—E-mail notification is sent to the operator of record for a facility advising it of
the results of each batch submission and of any errors detected. Each operator may decide who within
its company will receive these notices and when. How an operator chooses to manage these e-mail
notifications depends upon how it sets the notification options. A copy of each notification is kept in
the operator’s PETRINEX inbox for 90 days.
2.6
PETRINEX Inbox
The PETRINEX inbox ensures that an operator has access to its notifications regardless of to whom and
how the notice was sent to the company. Each operator must confirm that all notices of errors or missing
data are acted upon before the AER filing deadline to avoid volumetric noncompliance fees.
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3
Volumetric Submissions
Each submission for a well or facility must identify the activity (see appendix 1), the product (see
appendix 2 and 3), and the volume.
Each operator has its own method for submitting volumetric data to PETRINEX. This method is
controlled through the operator’s user security administrator (USA) (see the PETRINEX Training and
Performance Support System available under the resource centre on the PETRINEX website,
www.petrinex.ca).
3.1
Editing Volumetric Data
When you first enter the “Edit Volumetric Submission” screen, you must enter the facility ID and the
production month. The facility ID helps determine what type of facility you are submitting data for. The
production month will default to the current production month.
Appropriate screens and any inventory data from the previous month will be displayed. The possible
views are
•
Proration Factors
•
Facility Activity
•
Well Activity
•
Summary
Where appropriate there is an ISC (in-stream components) screen (see Department of Energy (DOE)
Information Bulletin 02-06A: Gas Royalty Calculation).
3.2
Pending Transactions
3.2.1
Current Month
At the beginning of each production month, PETRINEX flags any transaction that has been autopopulated (DISP, PURREC, INVOP, LDINVOP) to your facility as “P” for pending. Auto-populated data
are not assumed to have been accepted and filed as a volumetric submission. PETRINEX therefore treats
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it as a pending transaction. Once you make your first submission in the current production month for a
facility, PETRINEX removes the pending status and will not repeat it during the production month, even
when other auto-populated data appear.
3.2.2
Prior Month Amendment
Amendments of any auto-populated transaction (DISP, PURREC, INVOP, LDINVOP) in a month prior
to the current one will also be flagged as a pending transaction at your facility. PETRINEX sends an error
message entitled, “Amendment is missing for a prior month.” You must either accept the pending record
or communicate with the other operator to request a correction.
A prior period amendment may seem to appear as a double entry as shown in the graphic below. Once
you click submit, the pending dispositions will write over the previous entry.
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No report exists that you can run to identify auto-populated values to your BA. You can, however, run an
AER noncompliance report at any time. Look for “facility missing” errors. They may be related to
“pending” records that you have not submitted yet that you can investigate further.
3.3
Proration Factors
If the reporting facility type is a battery (BT) with a subtype of proration and well production activities
are reported, or if the facility type is custom treater (CT) and receipts are reported, then proration factors
for oil, gas, and/or water are required.
•
Proration batteries—Enter the proration factor for each product with production reported at a well
calculated to 6 decimal places and then rounded to 5 decimal places (see appendices 5 and 6).
PETRINEX will reject all wells production when proration factors are required but are not reported.
Once you have submitted the proration factor to PETRINEX, the well production volumes for that
product will also be accepted.
•
Custom treaters—Enter the proration (allocation) factor for each product received at the facility (see
appendix 6). PETRINEX will reject all receipts for a product when the proration factor for that
product is not reported. Once you have submitted the proration factor to PETRINEX, the receipt
volumes for that product will also be accepted.
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If you do not receive the screen view shown below, then your facility type does not show that you have a
proration battery. If you are prorating production, you must apply for a facility ID for the appropriate
facility type.
3.4
Facility Activity
The facility activity screen will always be displayed for a facility regardless of its facility operational
status. The screen has rows ready for you to enter the activities, products, from/to, volumes, and energy.
Activities entered for you will also be displayed. This will ensure that, where possible, you do not create
reconciliation or out-of-balance situations (see screen below).
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Energy must be reported for certain gas activities. You will also see a button at the end of each row for
the entry of ISC. You must also enter energy and ISC when a gas volume is entered, as defined in DOE
Information Bulletin 02-06A.
3.4.1
Inventory
If a facility had closing inventory from the previous month, the facility opening inventory (INVOP)
product and volume for the current month will be entered for you. At the AER filing deadline,
PETRINEX will roll over all closing inventory volumes to the next month’s opening inventory, ready for
your next month’s volumetric submission. You will never be able to enter the opening inventory activity
or be able to change a volume that was entered for you.
When you amend a previous month and change the closing inventory volume, PETRINEX will create a
pending volumetric submission for the next month with the changed opening inventory volume. You are
required to submit an amendment for this month.
If a well has load fluid inventory from a previous month, the well’s opening load fluid inventory
(LDINVOP) volume will be auto-populated by PETRINEX.
Note that if the opening load fluid volume is not correct, you must amend the prior period submission (see
appendix 8).
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3.4.2
Receipts and Dispositions
In most cases, deliveries to another facility must be reported as a receipt by the receiving facility operator.
PETRINEX will auto-populate a corresponding disposition for that receipt at the delivering facility. If the
reporting facility is a pipeline (PL), meter station (MS), or terminal (TM), the facility operator may need
to report the disposition. In this case, PETRINEX will auto-populate a corresponding receipt for that
disposition at the receiving facility.
Disposition or receipt volumes auto-populated by PETRINEX will be flagged as pending. Pending
transactions are not part of your submission until you accept the pending disposition or receipt, even
when you have completed your submission and are only waiting for the auto-populated volumes. It is
your responsibility to ensure that the auto-populated volume is accepted and becomes part of your facility
submission.
•
Volumes that have been auto-populated based on another facility operator’s submission cannot be
modified. Operators who disagree with a volume must contact the receiving or disposing facility
operator who created the auto-populated volume and request a correction to the volume.
•
Disposing facility operators who dispose of a volume to a non-reporting facility (e.g., out of province)
must report the disposition.
•
Operators must report a SHUTIN activity for each active well linked to a facility with no reported
production for the month. If a well has load fluid opening inventory and the well does not have any
load fluid activity for the month, PETRINEX will automatically create a closing load fluid transaction
with the same volume as the opening inventory. A SHUTIN activity can also be submitted for the
well in combination with load fluid opening and closing inventories.
3.5
Well Activity
The well activity view will display when the reporting facility has active wells linked to it. When this
screen is shown, the “From/To” field will have the well identifiers entered ready for you. You will then be
required to enter the activities, hours, products, and volumes. Each well identifier will be entered on three
rows to allow the entry of more than one product (e.g., oil, gas, and water). If you need more than three
rows, you can add a new row.
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3.5.1
Shut-in Wells
Each shut-in well must have at least one activity recorded. If you do not enter at least one activity for a
well, the well will not be saved and will not have a submission for that production month or year. If you
do not need all the rows, they will not be used when you submit to PETRINEX. Wells that have been
entered but were shut in for the entire month must report the activity as “SHUTIN” or it will be missing.
The other option is to change the well status to a non-active well status (see appendix 7).
Operators must continue to submit an activity for each well and facility until the well status is changed to
a non-producing/injecting status and it is not producing or injecting or the facility status is changed to a
non-active status.
A single well linked to a different facility ID after the first of the month must be reported on both
facilities. The well may not be reported as shut-in at one facility ID and producing at another facility ID.
3.5.2
Steam-Assisted Gravity Drainage Wells
Wells with a steam-assisted gravity drainage (SAGD) well status must be linked to both a battery (BT)
and an injection facility (IF).
•
If the well produces and injects for the entire month, both the battery (BT) and the injection facility
(IF) can report the maximum hours in the month.
•
If the well does not produce or inject during the month, the activity must be reported as “SHUTIN”
on either the battery (BT) or the injection facility (IF) to avoid a missing well error.
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3.5.3
Suspended Wells
Wells with a suspended well status do not require an activity to be reported. Any shut-in activity
submitted for a well with a suspended well status, either online or by batch, will be rejected.
3.6
Concurrent/Consecutive Injection
When the facility ID is for an injection facility (IF), the “Well Activity” screen displays an additional
column for entering a concurrent/consecutive injection (CCI) code. A CCI code is only for specific
injection activities. A CCI code must be a whole number between 1 through 9.
•
When more than one product is injected into a well, the CCI code is used to indicate whether the
products were injected concurrently (at the same time) or consecutively (one after another). The
concurrent or consecutive injection method is based on the approval issued by the AER for the
recovery scheme.
•
When a well injects/disposes of only one product during the entire month, the well identifier and
injection activity are reported only once and a CCI code is not required.
•
When a well injects more than one product during the month, you must report a CCI code. The CCI
code is used to report multiple injection activities and products at a well and to identify whether the
products were injected concurrently or consecutively.
•
When a well injects more than one distinct product consecutively with AER approval, the volumes
and hours for multiple instances of injection of the same product are to be combined and reported in
PETRINEX as a single line item. Each line item represents a separate product injected, with a unique
CCI number, a volume, and the hours for that product.
•
When a well injects more than one product concurrently with AER approval, the products are usually
reported as a mix product, such as solvent. In this situation, only one product and hours are reported
for the injection activity. A CCI code is not required unless another product, such as water, is injected
at the well consecutively.
Occasionally products injected concurrently may be reported separately if AER approval is obtained
when the scheme is approved. If approved, the CCI code entered on each row must be the same number.
The hours are only reported once on one of the rows.
3.7
Summaries
The summary view shows a summary of all activities and balances done for each product group. Data
cannot be entered on this screen and only one product group is shown at a time. To view a different
product, select it from the product group drop-down menu. To change any values shown on this screen,
you must change the well or facility details used in the calculations.
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3.7.1
Facility Balances
Facility balances include the facility totals by product and activity. More than one product may be
included in an activity total. All activities and products will be shown as well for facilities with
fractionation (FRAC).
•
Batteries—Oil and condensate production are summed and grouped together under the product of oil.
•
Facilities—Oil and condensate production are summed and grouped together under the product of oil
for any facility that receives one product but delivers it as a different product
For a list of grouped products and the product grouping name, see appendix 9.
Corrections to Grouped Products
Details on any grouped products for a facility balance can be requested. The details of your request will
appear on another screen and will show either the well activity view or facility activity view. Any
corrections necessary can be made on this screen.
Finished Balances
Once a facility is balanced, you will see one or both of the two following activities: “Metering
Difference” or “Imbalance” on the summary screen. These activities are calculated based on the products
and activities reported at the facility.
A balance percentage will also be within the summary. This percentage lets you see, at a glance, whether
a facility balances or not. If this percentage is not within an acceptable tolerance for the product group,
you will get an error message.
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3.8
Missing Information
3.8.1
Missing Product
When oil production is reported at a crude oil or crude bitumen battery, an operator must report the gas
produced at the facility. If gas is not reported, the operator will be subject to AER volumetric
noncompliance fees (see section 1.3).
3.8.2
Missing Well or Facility Data
The operator of a facility must submit the volumetric data for each active well and facility for each
production month.
3.8.3
Missing Current Production Month
PETRINEX reviews data for what has been reported and which wells and facilities are missing. To do
this, it determines if the well status or the facility operational status indicates that the well or facility was
active during the month.
For wells:
•
An accurate report of all activities, products, volumes, and product movements must be submitted for
each operational well.
•
A well linked to more than one facility, such as cyclical or storage must be reported at one of the
facilities. Once an activity is reported at one of the facilities, the well is not missing.
•
A well linked to a new facility during the month and active for the entire period must be reported at
both facilities. For example, a single well linked to a new battery after the first of the month must be
reported on both facilities. The well cannot be reported as shut-in at one facility and producing at the
other facility.
For facilities:
•
An accurate report of all activities, products, volumes, and product movements must be submitted for
each operational facility.
•
An active facility that has opening inventory but was shut in for the entire month must have a
volumetric submission, with the activity closing inventory reported. When opening inventory is
entered, it is only pending and is not a submission until an activity is entered.
•
An active facility that does not have an opening inventory and is shut in for the entire month must
have a volumetric submission with the activity “SHUTIN” reported.
•
An active facility updated to the WIP area must be submitted to PETRINEX. A facility only in WIP is
not a submission (see section 2.3).
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•
If a facility reports a receipt from another facility that results in a pending disposition at the facility, it
is only pending and is not a submission until an activity is entered and the disposition is accepted (see
section 3.2).
3.8.4
Missing Prior Production Month
The same rules apply for an active well and facility for a prior month missing submission. PETRINEX
reviews prior month volumetric amendments, retroactive well-status changes, and retroactive volumetric
gas well liquid changes, as well as previously identified missing notifications, to determine if any change
results in prior month missing data.
A prior month’s amendment changes the closing inventory, resulting in a pending opening inventory.
When the opening inventory is entered, it is only pending and is not a submission until the change is
accepted by creating a new amendment (see section 3.2).
A prior month’s amendment changes the receipt information from the facility, resulting in a pending
disposition at the facility. When disposition is entered at a facility, it is only pending and is not a
submission until the change is accepted by creating an amendment (see section 3.2).
A facility previously reported as missing is still shown as missing if it has not been submitted or has not
had a change to the facility operational status for the missing production month.
3.8.5
Missing Well
A prior month’s amendment excludes a well that was on the previous submission. The well will be a
missing well until you correct your submission, add the well to a new facility for the production month, or
change the well status to non-active for the production period.
A well’s status is changed to an active status retroactively. Well submissions are required for each month
from the date that the well status is changed.
A retroactive change to the classification of a well’s volumetric gas well liquid code will result in a
requirement to submit amendments from the start date of the change in volumetric gas well liquid.
A well previously reported as missing is still shown as missing if it has not been submitted or has not had
a change to the well’s status for the missing production month.
3.9
Waste Plant Reporting
Effective the March 2009 production month, the AER replaced the S-25 Monthly Oilfield Waste
Management Facility Statement with electronic reporting through PETRINEX. Directive 047: Waste
Reporting Requirements for Oilfield Waste Management Facilities sets out AER requirements for
reporting waste plants.
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3.10
Mineable Oil Sands Reporting
Effective the May 2010 production month, the AER replaced the S-23 Monthly Oil Sands Processing
Plant Statement with electronic reporting through PETRINEX. Mineable oil sands facility operators must
submit the data monthly on or before the 22nd of each month in accordance with Sections 29(1) and (2)
of the Oil Sands Conservation Rules.
For a full list of error message codes, see the AER Error Message Identifier Description and Associated
Noncompliance Fee table on the AER website, www.aer.ca.
3.11
Crude-by-Rail Reporting
Effective the June 2013 production month, all crude-by-rail dispositions must be reported in PETRINEX
to the jurisdiction furthest downstream of the rail terminal where the oil is initially loaded. Railcar (RC)
miscellaneous IDs exist for all Canadian provinces and US states, as well as for jurisdictions located
offshore for crude-by-rail reporting (see appendix 3). For example, for volumes transported out of Alberta
by rail with Texas as a final destination of, you would report the ID “TX RC” for “From/To”. If the final
rail destination is unknown or the disposition is to a non-reporting facility, you would report the ID “AB
RC” for “From/To”.
All AER-licensed railcar oil terminals must be reported in PETRINEX using facility subtype 675
(railcar/oil loading and unloading terminal). Non-reporting railcar oil terminals in Alberta will be set up in
PETRINEX when they decide to report.
4
Facility Information
Licensees and operators of new facilities must acquire a facility ID through PETRINEX for reporting
purposes.
4.1
Compressor Station Facility ID
PETRINEX will assign a facility ID to each licensed compressor station at the time the AER sends a new
licence for a compressor station. This facility ID is used to report fuel, flare, and vent volumes at the
reporting facility. Because a compressor station is not a reporting facility a monthly facility volumetric
submission is not required.
4.2
Obtaining a Facility ID Online
Facility IDs can only be acquired online through PETRINEX and not through a batch submission. This
can be done through the “Request Facility ID” screen (see below). PETRINEX validates the information
you enter before issuing a facility ID. The information required for a facility ID depends on the type of
facility (see table 1).
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When you first enter the ‘Request Facility ID” screen, enter/select the facility subtype and location and, if
required, the licence number. The licence type may be for a facility or well licence number. See table 2
and 3 for descriptions of facilities and facility subtypes.
Depending on the facility subtype entered, you may be required to enter additional information. The next
screen (see below) is an example of what fields may be required for subtype code 621. It also shows fields
the DOE requires for the specific facility subtype. For more information on these fields, see DOE
Information Bulletin 02-06A.
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A facility licence is not always required when setting up a new facility subtype. In some cases, the AER
can set a facility ID up for you without requiring a licence. Table 3 lists all the facility IDs that can be set
up by the AER. For more information, contact [email protected]
Manual 011: How to Submit Volumetric Data to the AER 23
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Start date
End date
Operator ID
Subtype
Location
Licence number
Licensee
Licence status
Licence start date
Energy development
category type
Facility name
Experimental confidential
Pipeline split deadline
Steam quality %
Tied to a gas reproducing
facility
Injection facility
reproducing facility
Common stream operator
Meter station-pipeline link
Auto-populate upstream
facility disposition
Meter station-upstream
facility link
Physically connected to a
pipeline
Terminal-pipeline link
Returned gas eligible for
gas credits
Royalty trigger facility
Natural gas liquid (NGL)
transportation region
Plant type
Specialized status
Operational status
Battery
(BT)
P
P
P
P
M
M
M
P
P
P
P
M
P
N
N
N
N
N
N
N
N
N
N
M
M
N
N
N
M
Injection
facility (IF)
P
P
P
P
M
M
M
P
P
P
P
M
P
N
M
O
O
N
N
N
N
N
N
N
N
M
N
N
M
Gas plant
(GP)
P
P
P
P
M
M
M
P
P
P
P
M
P
N
N
N
N
N
N
N
N
N
N
N
N
M
M
N
M
Gas
gathering
system
(GS)
P
P
P
P
M
M
M
P
P
P
P
M
P
N
N
N
N
N
N
N
N
N
N
M
M
M
M
M
M
Custom
treating
facility
(CT)
P
P
P
P
M
M
M
P
P
P
P
M
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
M
Meter
station
(MS)
P
P
P
P
M
M
N
N
N
N
N
M
N
N
N
N
N
M
M
M
M
N
N
N
N
N
N
N
M
Oil sands
(OS)
P
P
P
P
M
M
N
N
N
N
N
M
P
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
M
Pipeline
(PL)
P
P
P
P
M
M
N
N
N
N
N
M
N
M
N
N
N
N
N
N
N
N
N
N
N
N
N
N
M
Refinery
(RF)
P
P
P
P
M
M
N
N
N
N
N
M
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
M
Terminal
(TM)
P
P
P
P
M
M
M
P
P
P
P
M
N
M
N
N
N
N
N
N
N
M
M
N
N
N
N
N
M
Waste
plant (WP)
P
P
P
P
M
M
N
N
N
N
N
M
N
N
N
N
N
N
N
N
N
M
M
N
N
N
N
N
M
Facility type
Facility ID
Table 1. Required information for facility identifier (ID) request
P—PETRINEX-generated information.
M—Mandatory (must be entered.)
O—Optional.
N—Not applicable for the facility type.
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Table 2. Facility and facility subtypes
General
name
Subtype
code
Facility subtype
Battery (BT)
General definition
Directive 056
facility licence
required for a
PETRINEX
reporting code
Description
A system or arrangement of tanks or other surface equipment receiving flow-lined production
from one or more wells. Batteries must provide for measurement and disposition of production
and may
•
include equipment for separating production into oil, gas, and water,
•
include storage equipment for produced liquids before disposition, and
•
receive product from other facilities.
Crude oil wells include heavy oil wells outside the AER-designated oil sands area.
Heavy oil wells inside the AER-designated oil sands area are classified as crude bitumen and
must be linked to and reported as part of a crude bitumen battery. See subtype codes 331, 341,
342, or 343.
311
Crude oil single-well A production facility for a single flow-lined crude oil well.
battery
Yes, if sour.
When a facility
licence is not
required, use the
well licence.
321
Crude oil multiwell
group battery
A production facility for two or more flow-lined crude oil wells where each well has its own
Yes.
dedicated separation and measurement equipment and all equipment shares a common surface
lease location. See AER Directive 017: Measurement Requirements for Oil and Gas Operations,
section 6.
322
Crude oil multiwell
proration battery
A production facility for two or more flow-lined crude oil wells having common group separation,
measurement, and storage equipment.
Yes.
Total battery oil, gas, and water production is prorated to each well based on individual well
proration tests and proration factors. See AER Directive 017, section 6.
331
Crude bitumen
single-well battery
A production facility for a single flow-lined crude bitumen well.
Yes, if sour.
For heavy oil wells outside the AER, a designated oil sands area must be linked to and reported
as part of a crude oil battery. See subtype codes 311, 321, or 322.
When a facility
licence is not
required, use the
well licence.
341
Crude bitumen
multiwell group
battery
A production facility for two or more flow-lined crude bitumen wells where each well has
dedicated separation, measurement, and storage equipment and all equipment shares a
common surface lease location.
Yes.
342
Crude bitumen
A production facility for two or more flow-lined crude bitumen wells having common separation,
Yes.
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General
name
Subtype
code
Facility subtype
Description
Directive 056
facility licence
required for a
PETRINEX
reporting code
multiwell proration
battery
measurement, and storage equipment.
343
Crude bitumen
administrative
grouping
A production reporting entity for two or more single-well crude bitumen batteries where the
Yes.
batteries are grouped and reported together as a single facility. Each crude bitumen battery must
meet the definition for subtype code 331 and be on separate lease locations. See AER Directive
017, section 12.
344
In situ oil sands
A production facility that consists of one or more flow-lined crude bitumen wells where thermal
enhanced recovery techniques are employed, such as SAGD or cyclical steam stimulation.
345
Sulphur reporting at Same as subtype code 344.
oil sands
This subtype is to also be used when sour gas is produced and processed in these schemes and
sulphur volumetric activity is to be reported.
No, but
PETRINEX will
accept a valid
licence.
351
Gas single-well
battery
Yes, if sour.
Total battery oil, gas, and water production is prorated to each well based on individual well
proration tests and proration factors. See AER Directive 017, section 12.
No, but
PETRINEX will
accept a valid
Where two or more of the flow-lined wells share common separation, measurement, and storage licence.
equipment, total battery oil, gas, and water production is prorated to each well based on
individual well proration tests and proration factors. See AER Directive 017, section 12.
A production facility for a single flow-lined gas well, where
•
gas and liquid production (including water) is continuously measured in a single phase;
•
measurement may or may not occur at the wellhead; and
•
production is not commingled with production from other wells before measurement or
disposition. Production is delivered directly to a gas gathering system or other facility.
When a facility
license is not
required, use the
well licence.
361
Gas multiwell group A production reporting entity for two or more single-well gas batteries grouped and reported
battery
together under a single reporting code where
•
each gas well must meet the definition for subtype code 351;
•
all wells must deliver to a common facility; and
•
multiple gas groups could be delivering to a common facility.
Yes.
362
Gas multiwell
effluent
measurement
battery
Yes.
A production facility for two or more flow-lined gas wells where each well is configured with
continuous effluent (wet) measurement with no phase separation. Production from each well is
sent to a group point with common separation, measurement, and storage.
Well production is calculated and reported as prorated. Proration factors are based on annual
proration tests and battery measurement.
See AER Directive 017, section 7.4.
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General
name
Subtype
code
Facility subtype
363
Directive 056
facility licence
required for a
PETRINEX
reporting code
Description
Gas multiwell
A production facility for two or more flow-lined shallow gas wells. Production from each well is
proration SE Alberta commingled and sent to a group point with common separation, measurement, and storage.
battery
Shallow gas wells are wells that produce from any formation including coals and shales from the
top of the Edmonton Group to the base of the Colorado Group.
Yes.
Well production is calculated and reported as prorated. Proration factors are based on proration
tests and group measurements. These production facilities have no condensate production.
Water is not required to be reported at the well level.
See AER Directive 017, section 7.2.
364
Gas multiwell
proration outside
SE Alberta battery
A production facility for two or more flow-lined gas wells. This battery type is generally used for
Yes.
low productivity gas wells with low condensate or water production. (e.g., coalbed methane
[CBM]). At these facilities, wells are tested and not continuously measured; production from each
well is commingled and sent to a group point with common separation, measurement, and
storage; and well production is calculated and reported as prorated. Proration factors are based
on annual proration tests and battery measurement.
See AER Directive 017, section 5 for application requirements.
See AER Directive 017, section 7.3 for measurement, accounting, and reporting requirements.
371
Gas testing battery
A reporting entity to accommodate the reporting of production from a well or wells during
deliverability testing and before commencement of regular production.
•
Only applies to wells with a “Gas Testing” well status.
•
Wells can only report for a maximum of three months.
•
Battery location can be anywhere within Alberta.
•
Multiple wells can be linked to the facility ID.
No.
381
Drilling and
completing
A reporting entity to accommodate the reporting of production from a well during drilling and/or
No.
completion operations and before regular production begins. This subtype code
•
only applies to wells with a “Drilling and Completing” well status. Drilling and completing
means the well is still drilling and has not completed or reached total depth or the well is still
completing but has not commenced regular production or injection activities; and
•
can only be used by wells for a maximum of three months.
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Alberta Energy Regulator
General
name
Compressor
station (CS)
Subtype
code
Facility subtype
601
Description
Compressor station A compressor and the associated equipment that is located on a gas gathering system. It does
not include compressors that are reported as part of batteries, injection facilities, gas plants, and
other facilities.
Directive 056
facility licence
required for a
PETRINEX
reporting code
Yes,
when > 75 kW
Compressor station codes are created automatically by PETRINEX when the AER issues a new
compressor licence.
Compressor stations are non-reporting facilities; however, fuel consumption is reported as part of
the battery or gas gathering system with which they are associated. The compressor station ID
is used to report fuel used by the compressor station.
Custom
treating
facility
(CT)
611
Custom treating
facility
A system or arrangement of tanks or other surface equipment that receives and measures
oil/water emulsion by truck for the purpose of separation/treating prior to disposition.
Yes.
Custom treating facilities may also receive production via flow-line where they share the surface
location of other facilities.
Oil and water receipts are prorated using proration factors and facility measurements.
See AER Directive 017 section 3.
612
Custom treating
facility approved as
part of an oilfield
waste management
facility (OWMF)
A system or arrangement of tanks or other surface equipment that receives and measures
oil/water emulsion through on-lease piping or by truck for the purpose of separation or treating
prior to disposition.
No.
Oil and water receipts are prorated using proration factors.
See AER Directive 017, section 3.
Gas
gathering
system
(GS)
621
Gas gathering
system
A reporting entity consisting of pipelines used to move products (primarily gas) from one facility to Yes.
another. The facility may also include compressor stations, line heaters, and dehydration
equipment located on the system but not associated with any battery, injection facility, gas plant
or other facility. See AER Directive 017, sections 4 and 15.
Hydrocarbon liquids and water may be recovered along the gathering system. See AER Directive
017, section 10.
Gas plant
(GP)
General description A system or arrangement of equipment used for receiving, measuring, and processing raw gas.
Processing refers to the extraction of inert components, natural gas liquids, and water from the
raw inlet gas through the use of dehydration, regenerative sweetening, and hydrocarbon liquid
recovery processes.
Does not include arrangement of equipment or facilities that recover less than 2.0 cubic metres
3
per day (m /day) of hydrocarbon liquids without using a liquid extraction process (e.g.,
refrigeration, Jewel Thompson, or desiccant).
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General
name
Subtype
code
Facility subtype
Directive 056
facility licence
required for a
PETRINEX
reporting code
Description
Does not include an arrangement of equipment or facilities that remove small amounts of sulphur
(<0.1 tonnes per day [t/d]) through the use of non-regenerative scavenging chemicals and
dessicants.
Injection/
disposal
facility
(IF)
401
Gas plant—sweet
A gas processing/fractionation facility receiving gas that is less than 0.01 mol/kmol hydrogen
sulphide (H2S).
402
Gas plant—acid gas A gas processing/fractionation facility receiving gas that is greater than 0.01 mol/kmol hydrogen
flaring < 1.0 t/d
sulphide (H2S) and less than 1 tonne per day (t/d) sulphur and where the acid gas is
flared/incinerated. See AER Directive 017, section 11.4.4.
sulphur
Yes.
403
Gas plant—acid gas A gas processing/fractionation facility/acid gas flaring receiving gas that is equal to or greater
than 1 t/d sulphur and where the acid gas is flared/incinerated. See AER Directive 017, section
flaring ≥ 1.0 t/d
sulphur
11.4.4.
Yes.
404
Gas plant—acid gas A gas processing/fractionation facility/acid gas injection receiving gas that is greater than or
injection
equal to 0.01 t/d sulphur and where some or all of the acid gas is injected or disposed of to an
underground formation. See AER Directive 017, section 11.4.4.
Yes.
405
Gas plant—sulphur A gas processing facility where some or all of the acid gas is sent for sulphur recovery. See AER Yes.
Directive 017, section 11.4.4.
recovery
406
Gas plant—mainline A gas processing facility where rich residue gas from gas plants or pipelines is received for
straddle
additional processing (a second extraction of liquids, primarily ethane) before it leaves the
province.
Yes.
407
Gas plant—
fractionation
Yes.
A processing facility that receives hydrocarbon liquids for the purpose of processing off-spec
natural gas liquids (NGL) into one or more spec in-stream components. Gas plants that receive
and process raw gas should not use the subtype code 407. The fractionation gas plant code
should be used when the only processing operation at the facility is the fractionation of off-spec
natural gas liquids into spec in-stream components.
Yes.
General description A system or arrangement of equipment associated with the receipt, measurement, storage, and
injection/disposal of substances down one or more injection/disposal wells.
501
Enhanced recovery A facility that receives, measures, stores, and injects substances down one or more flow-lined
scheme
wells and into an underground formation for the purpose of enhanced recoverywhere
•
all linked wells must have continuous single-phase measurement for each product injected
into each well;
•
injection wells must be reported separately from disposal, acid gas disposal, and waste
disposal wells; and
•
surface equipment may share the same site as other facilities.
•
injection activities for wells and facilities for thermal in situ oil sands are to be reported using
Yes.
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General
name
Subtype
code
Facility subtype
Description
Directive 056
facility licence
required for a
PETRINEX
reporting code
subtype code 506.
Enhanced recovery involves the improvement of hydrocarbon recovery through the injection of
fluid into a hydrocarbon reservoir to maintain reservoir energy pressure and displace
hydrocarbons to production wells and/or alter the reservoir fluids so that hydrocarbon flow and
recovery are improved.
502
Concurrent
production/cycling
scheme
Concurrent production is the production of an oil accumulation and its associated gas cap at the
same time.
Yes.
503
Disposal
A facility that receives, measures, stores, and injects substances down one or more flow-lined
wells and into an underground formation for disposal, and where
Yes.
504
Acid gas disposal
•
all wells must have continuous single-phase measurement at the well site;
•
disposal wells must be reported separately from injection, acid gas disposal, and waste
disposal wells; and
•
surface equipment may share the same site as other facilities.
A facility that receives, measures, and injects acid gas down one or more flow-lined wells and
into an underground formation for disposal where
•
all wells must have continuous single-phase measurement at the well site;
•
acid gas disposal wells must be reported separately from injection, water disposal, and
waste disposal wells; and
Yes.
•
surface equipment may share the same site as other facilities.
Acid gas disposal is a cost-effective means to dispose of uneconomic quantities of hydrogen
sulphide (H2S) and carbon dioxide (CO2) into underground formations. The formation types that
the AER typically considers suitable for disposal are depleted hydrocarbon-bearing zones or
unusable water-bearing zones. The disposal of these waste by-products can reduce public
concern about sour gas production and flaring.
505
Underground gas
storage
A facility that receives, measures, and injects gas down one or more flow-lined wells and into an
underground formation for storage where
•
all wells must have continuous single-phase measurement at the well site;
•
gas storage wells must be reported separately from injection, water disposal, acid gas
disposal, and waste disposal wells; and
•
surface equipment may share the same site as other facilities.
Underground storage is used where gas is stored in an underground formation or cavern until a
30 Manual 011: How to Submit Volumetric Data to the AER
Yes.
Alberta Energy Regulator
General
name
Subtype
code
Facility subtype
Directive 056
facility licence
required for a
PETRINEX
reporting code
Description
market for the product is available. Products are received from other facilities and injected into
the wells’ underground storage facility.
506
In situ oil sands
A facility that receives, measures, stores, and injects substances down one or more flow-lined
wells and into an underground formation for the purpose of enhanced recovery. This subtype
code is used for injection activities for wells and facilities within thermal in situ oil sands schemes.
See subtype codes 344 and 345. For this facility subtype code,
•
all injection wells must have continuous single-phase measurement for each product
injected;
•
injection wells must be reported separately from disposal, acid gas disposal, and waste
disposal wells; and
•
surface equipment may share the same site as other facilities.
No, but
PETRINEX will
accept a valid
licence.
507
Disposal (approved A facility that receives, measures, stores, and injects substances down one or more flow-lined
as part of a waste
wells and into an underground formation for disposal.
plant facility)
This facility subtype is approved as part of an oilfield waste management facility approval.
No.
631
Field receipt meter
station
No.
632
Interconnect receipt A meter station on a pipeline that delivers to an upstream injection facility, battery, gas gathering No.
meter station
system, gas plant, custom treater, refinery or pipeline and reports it as a receipt. The upstream
facility must be an Alberta facility.
633
Interconnect
disposition meter
station
A meter station on a pipeline that delivers gas to an upstream injection facility, battery, gas
gathering system, gas plant, custom treater, refinery, or pipeline and reports it as a disposition.
Both the pipeline and the upstream facility must be an Alberta facility.
634
Interconnect nonreconciled meter
station
A meter station on a pipeline that reports gas receipts from or delivers to non-reporting or out-of- No.
province facilities.
640
Interconnect PL to
PL disposition
meter station
A meter station on a pipeline that delivers gas to another pipeline and reports it as a disposition.
There are no common stream operators.
Oil sands
(OS)
801
Oil sands
processing plant
A facility for extracting crude bitumen or derivatives of crude bitumen from oil sands. It includes a No.
central processing facility and may include an upgrader.
Pipeline
(PL)
204
Gas transporter
A facility that consists of a network of interconnected gas pipelines that moves gas within and out No.
of the province of Alberta.
206
Gas distributor
A facility that sells gas through distribution pipelines or systems. It covers the receipt, distribution, No.
import, and export by end-user delivery and customer sectors.
Meter
station
(MS)
A meter station on a pipeline that receives gas from an upstream gas gathering, gas plant, or
injection facility. The upstream facility must be an Alberta facility.
No.
No.
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Alberta Energy Regulator
General
name
Subtype
code
Facility subtype
Description
Directive 056
facility licence
required for a
PETRINEX
reporting code
207
Oil pipeline
A facility consisting of a network of interconnected pipelines that move oil and liquid products
within and out of the province of Alberta.
208
NGL pipeline
A facility consisting of a network of interconnected pipelines that move natural gas liquids (NGLs) No.
within and out of the province of Alberta. Sometimes NGLs are referred to as liquid petroleum
gases (LPGs).
Refinery
(RF)
651
Refinery
A hydrocarbon distillation facility.
No.
Terminal
(TM)
671
Tank farm/oil
loading and
unloading terminal
A system or arrangement of tanks or other surface equipment that receives and measures clean
oil, condensate, and other hydrocarbon liquids but does not include separation equipment or
storage vessels at a battery approved under the Oil and Gas Conservation Act. Associated with
the operation of a pipeline.
No.
673
Third-party tank
A system or arrangement of tanks or other surface equipment receiving crude oil by truck for the
farm/oil loading and purpose of delivering crude oil into or removing oil from a pipeline. The facility is operated
unloading terminal independently from the pipeline and requires an AER facility licence.
Yes.
675
Railcar/oil loading
and unloading
terminal
A system or arrangement of surface equipment that receives and measures clean oil,
condensate, and other hydrocarbon liquids for the purpose of delivering into or removing from a
railcar but does not include separation and other equipment at a battery approved under the Oil
and Gas Conservation Act.
No.
701
Waste processing
facility
A system or arrangement of tanks or other surface equipment receiving, processing, and
disposing of waste material.
No.
702
Cavern waste
plants
A subsurface cavern developed within a salt formation for the purpose of receiving and disposing No.
of waste materials for the eventual recovery of separated hydrocarbon.
901
Water source
(ESRD licensed)
The source of fresh (non-saline) water can come from a shallow drilled source well (<150 metres No.
[m]), river, lake, or other surface locations. The location or source of water is reflected by a
specific geographic location and is licensed by Alberta Environment and Sustainable Resource
Development (ESRD).
902
Water source
battery
A production facility type for AER-licensed source water wells that are drilled or to be drilled to a
depth of >150 m.
Waste plant
(WP)
Water
source (WS)
The linked wells may produce either freshwater (non-saline <4000 total dissolved solids [tds]) or
brackish water (saline ≥4000 tds).
903
Brine production
No.
No.
All freshwater
wells require a
diversion licence
from ESRD.
A production facility with brine-production source wells for non-oilfield-related purposes regulated No.
by the Department of Energy (DOE).
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Table 3. AER-issued facility and facility subtypes
General
name
Subtype
code
Battery
(BT)
Gathering
system
(GS)
Directive 056
facility licence
required to
obtain a
PETRINEX
reporting code
Facility subtype
Description
365
Gas multiwell
group battery
A production reporting entity for two or more single-well gas batteries that are grouped and reported
together under a single reporting code where
each gas well must meet the definition for subtype code 351;
all wells must deliver to a common facility; and
multiple gas groups could be delivering to a common facility.
No.
366
Gas multiwell
proration SE
Alberta battery
A production facility for two or more flow-lined shallow gas wells. Production from each well is
commingled and sent to a group point with common separation, measurement, and storage.
Shallow gas wells are wells that produce from any formation including coals and shales from the top of
the Edmonton Group to the base of the Colorado Group.
Well production is calculated and reported as prorated. Proration factors are based on proration tests
and group measurements. Testing production facilities have no condensate production.
Water is not required to be reported at the well level.
See AER Directive 017, section 7.2.
No.
367
Gas multiwell
A production facility for two or more flow-lined gas wells. This battery type is generally used for low
proration outside
productivity gas wells with low condensate or water production (e.g., CBM). For this facility subtype,
SE Alberta battery wells are tested and not continuously measured;
production from each well is commingled and sent to a group point with common separation,
measurement, and storage; and
well production is calculated and reported as prorated. Proration factors are based on annual proration
tests and battery measurement.
See AER Directive 017, section 5 for application requirements.
See AER Directive 017, section 7.3 for measurement, accounting, and reporting requirements.
No.
622
Gas gathering
system
No.
A reporting entity consisting of pipelines that move products (primarily gas) from one facility to another.
The facility may also include compressor stations, line heaters, and dehydration equipment located on
the system but not associated with any battery, injection facility, gas plant, or other facility.
See AER Directive 017, sections 4 and 15.
Hydrocarbon liquids and water may be recovered along the gathering system. See AER Directive 017,
section 10.
Manual 011: How to Submit Volumetric Data to the AER 33
Alberta Energy Regulator
General
name
Subtype
code
Directive 056
facility licence
required to
obtain a
PETRINEX
reporting code
Facility subtype
Description
Enhanced
recovery scheme
A facility that receives, measures, stores, and injects substances down one or more flow-lined wells and No.
into an underground formation for the purpose of enhanced recovery and where
all linked wells must have continuous single-phase measurement for each product injected into each
well;
injection wells must be reported separately from disposal, acid gas disposal, and waste disposal wells;
surface equipment may share the same site as other facilities; and
injection activities for wells and facilities for thermal in situ oil sands are to be reported using subtype
code 506.
Enhanced recovery involves the improvement of hydrocarbon recovery through the injection of fluid into
a hydrocarbon reservoir to maintain reservoir energy pressure and displace hydrocarbons to production
wells and/or to alter the reservoir fluids so that hydrocarbon flow and recovery are improved.
509
Disposal
A facility that receives, measures, stores, and injects substances down one or more flow-lined wells and No.
into an underground formation for disposal. For this facility subtype,
all wells must have continuous single-phase measurement at the well site;
disposal wells must be reported separately from injection, acid-gas disposal, and waste disposal wells;
and
surface equipment may share the same site as other facilities.
Pipeline
(PL)
209
National Energy
Board (NEB)
regulated pipeline
A facility regulated by the NEB consisting of a network of interconnected pipelines that move oil, liquid,
and gas products within and out of the province of Alberta.
No.
Meter
station
(MS)
637
NEB-regulated
field receipt meter
station
A meter station on an NEB-regulated pipeline that receives gas from an upstream battery, gas
gathering system, gas plant, or injection facility. The upstream facility must be an Alberta facility.
No.
638
NEB-regulated
interconnect
receipt meter
station
A meter station on an NEB-regulated pipeline that delivers gas to an upstream injection facility, battery,
gas gathering system, gas plant, custom treater, refinery, or pipeline and reports it as a receipt. The
upstream facility must be an Alberta facility.
No.
639
NEB-regulated
interconnect
disposition meter
station
A meter station on an NEB-regulated pipeline that delivers gas to an upstream injection facility, battery, No.
gas gathering system, gas plant, custom treater, refinery, or pipeline and reports it as a disposition. The
upstream facility must be an Alberta facility.
Injection/ 508
disposal
facility (IF)
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General
name
Subtype
code
Terminal
(TM)
672
Facility subtype
Description
Directive 056
facility licence
required to
obtain a
PETRINEX
reporting code
NEB-regulated
terminal
A facility regulated by the NEB that receives liquids from trucks or pipelines for further disposition.
No.
Manual 011: How to Submit Volumetric Data to the AER 35
Alberta Energy Regulator
4.3
Facility Change Request
Changes to facility details can only be done through PETRINEX online, not by batch. Changes online can
be made to facility names, steam-quality percentages, and meter station to pipeline links.
Facility subtypes cannot be changed as the facility subtype is part of the facility ID. If you entered
incorrect data or your facility is modified to the point where the subtype of the facility changes, you must
request a new facility ID and change the operational status of the old facility ID to “Suspended”.
If the facility subtype is incorrect or additional wells are added to a single-well battery, you must request
a new facility ID and change the operational status of the old facility ID to “Suspended”.
On the “Edit Facility Information” screen (see below), the start date will already have been entered for
you. The start date entered will be, by default, the production month of the last change to the facility
information. Any changes you make will be effective the default production month unless you change the
start date.
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4.3.1
Changes to the Start Date
You cannot change the start date to one earlier than the first start date available. An exception to this is at
a meter station that allows, with approval from DOE Gas Valuation, the start date to be changed.
When you change the start date, PETRINEX displays the facility information. If the actual start date for
the information displayed is earlier, PETRINEX will change the date to the earlier date. This will happen
when the date you enter is in the middle of a record that has a broader start- and end-date range.
For example,
•
If you enter a start date of “2001-08” but the database has a start date of“2001-01” and an end date of
“2001-12” on record, then those are the dates displayed on the screen, not “2001-08”.
•
If you do not want your change to apply to the entire range, you must change the start date to the
correct start date (e.g., change the start date to 2001-08). This will result in the previous status
ending2001-07, but keep in mind that your change will have an end date of “2001-12.”
•
If you want your changes to cover a period later than “2001-12”, then you must enter them again for
the period starting “2002-01”.
You cannot change the end date. PETRINEX will enter the date based on the start date you enter.
4.4
Facility Operational Status
The facility operational status is the status of the facility for a specific period of time. The most common
statuses you will use are “Active” and “Suspended”. Each time the status changes, the previous status is
kept on record. The operator is responsible for ensuring that the facility operational status is correct.
The facility operational status is used when checking for missing volumetric data. Volumetric data must
be submitted monthly if a facility is active. Noncompliance fees will apply if volumetric data for an active
facility hasn’t been submitted. Submissions for abandoned or suspended facilities will be rejected.
Facility operational status is also checked when you send volumetric submissions. If a receipt activity is
submitted and the “From/To” facility ID does not have an “Active” status, PETRINEX will not accept the
receipt submission. The facility operational status is not changed to “Active” until the sending operator
submits a volumetric submission for the production period to PETRINEX. Confirm that the facility ID of
the sending facility is correct. If correct, contact the operator of the sending facility and request that the
facility operational status be changed to “Active”.
The facility operational status will automatically change in the following cases:
•
PETRINEX will set the facility operational status to “New” when a new facility ID is issued.
•
PETRINEX will change the facility operational status to “Active” when you submit a volumetric
submission. You do not have to change the status to “Active” prior to submitting volumetric data for
Manual 011: How to Submit Volumetric Data to the AER 37
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the facility. However, if another facility is receiving product from you, the operator of the receiving
facility will not be able to report the receipt until your facility is active. PETRINEX changes the
facility status to “Active” when the “New” facility is linked to a new well using the edit well status
function.
•
The AER will change a facility operational status to “Abandoned,” “RecCertified” (reclaimed
certified), and “RecExempt” (reclaimed exempt) when it receives information related to those statuses
and updates the facility licence. Abandonment information must be sent by the operator through the
AER’s digital data submission (DDS) system (see Directive 059: Well Drilling and Completion Data
Filing Requirements).
Operators must change the facility operational status to “Suspended” using the “Change Facility
Operational Status” screen if all wells linked to the facility are suspended and the facility has no opening
inventory.
If the facility has closing inventory the operator must continue to submit a volumetric submission until
the inventory has been disposed of.
The operator of the facility must change the status to “Suspended” if it no longer submits volumetric data
to PETRINEX. This is an online process only.
4.4.1
Retroactive Changes
Only the current operator can do retroactive facility operational changes. However, if you make a facility
“Active” retroactively, make a volumetric submission or you will be missing data.
4.4.2
Changing Facility Operational Status
When you first enter the “Change Facility Operational Status” screen, you will see the operational
statuses for the facility. All statuses of the facility after PETRINEX implementation will be listed, both
historical and current. Any status of a facility prior to PETRINEX implementation will not be listed. As a
result, what you see may not be a complete picture of the facility.
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4.5
Facility Operator Changes
4.5.1
Request Facility Operator Change Screen
Facility operator changes are made on the “Request Facility Operator Change” screen in PETRINEX.
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4.5.2
Deadline for Requesting Changes
The current operator of a facility must request a facility operator change before the filing deadline for the
production month of the change. Retroactive operator changes are not allowed.
4.5.3
Concurrence
Within PETRINEX, a process known as concurrence assists current operators in getting approval for a
change from a new operator. The process is done online and is triggered as soon as a change request has
been made. PETRINEX sends an e-mail notification to the new operator requesting that it either accept or
decline the request. The current operator receives notification back as to the outcome of the request.
Updates will be made as soon as the operator accepts the change. Check your notifications to see if your
request has been accepted by the new operator before the volumetric filing deadline.
The operator of record of a facility at the filing deadline is responsible for the volumetric submission. The
new operator will not be able to submit volumetric data to PETRINEX until the change of operator has
been updated in PETRINEX. If the new operator declines the change or does not respond within seven
days or before the volumetric filing deadline, the facility operator will not change and the current operator
will continue to be responsible for any volumetric submissions.
4.5.4
Requesting the Change
Before requesting a facility operator change, you must be aware of the following:
•
The current operator enters the new operator code and the production month of the operator
change.
•
The start date will default to the current production month. Do not change the start date if you are
making facility operator changes for the current production month. If making a facility operator
change for a future reporting production month, change the start date to that production month. You
cannot enter a date earlier than the current production month.
•
PETRINEX lists all the facilities you can request a change in operator for, including any suspended
and abandoned facilities. To see the list, click the add facility button. You will be directed to a new
screen called a facility list builder. Move the facilities you need to change the operator for to the
selected column. Once complete, click “OK”. You will then be taken back to the “Request Facility
Operator Change” screen. All facilities selected for the operator change will be listed. If a facility is
not listed, it means that you have not been given access to do operator changes, an operator request
already exists for the facility, or you are not the operator of the facility.
•
Before submitting the change, indicate whether you want the new operator to have the authority to
make prior period amendments to volumetric data by selecting yes or no. After you submit your
request, the concurrence process is triggered (see section 4.5.3). Ensure your request is accepted by
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the new operator before the volumetric filing deadline. Check your notifications. Changes are
effective once the new operator accepts the change.
4.6
Well-to-Facility Links
Wells that are producing or injecting must be linked to the facility ID of the facility that the well is
physically producing or injecting at. Three different processes are used to manage well-to-facility links:
•
Well status changes
−
When a well is first placed on production or on injection or the well’s status is changed to one
that indicates volumetric data are to be submitted, you must link the well to a facility ID using the
“Edit Well Status” screen (see section 5).
•
Well-to-facility link changes
−
Changes to a well-to-facility link for the current production month are done using the “Request
Well to Facility Link Change” screen.
•
Retroactive well-to-facility link changes
−
Changes to well-to facility links for an earlier period (retroactive changes) are done using the
“Request Retroactive Well to Facility Link Change” screen. You will be able to retroactively link
a well to a different facility or change the start date of an existing link.
To use either the “Request Well to Facility Link Change” screen or the “Request Retroactive Well to
Facility Link Change” screen the well must already be linked to a facility. If your well does not have a
well-to-facility link, you must update the well status to one that requires you to link it to a facility before
you can make any changes.
A single well linked to a different facility ID after the first of the month must be reported on both
facilities. The well may not be reported as shut-in at one facility ID and producing at another facility ID.
4.6.1
Concurrence
Within PETRINEX, a process known as concurrence assists current operators in getting approval for a
change from a new operator. The process is done online and is triggered as soon as a change request has
been made. PETRINEX sends an e-mail notification to the new operator requesting that it either accept or
decline the request. The current operator receives notification back as to the outcome of the request.
Concurrence is only required for current month changes when linking a well to a facility.
If the operator of the facility that you are linking your well to declines the change or does not respond
within 7 days or before the volumetric filing deadline, the well will remain linked to your facility and you
will be responsible for any volumetric submissions (see section 4.6.2)
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Concurrence is not required
•
when linking a well using the “Well Status Change” screen. For certain types of well status changes,
the well must be linked to a facility. The well status change is accepted immediately, including the
well-to-facility link (see section 5).
•
when making retroactive well-to-facility links. It is expected that this process will primarily be
required for situations where production or injection volumes were reported to the wrong well or well
event. The well may historically have been linked to more than one facility with different operators.
All operators would have to agree to the change prior to any portion of the change being accepted.
•
if the operator is the same for both facilities. These kinds of well-to-facility link changes are effective
immediately upon the request being submitted. No notifications are sent.
4.6.2
Current Production Month Well-to-Facility Link Changes
Before submitting a request for a well-to-facility link change in the current month, you should be aware of
the following:
•
The operator of the facility that a well is currently linked to enters the current facility ID and the new
facility ID that the well or wells are to be linked to.
•
The start date will default to the first day of the current production month. If the well change did not
occur on the first day, you must change the day.
•
If you want to move more than one well but each well has a different start date, you must do each
well individually. The bottom portion of the “Request Well to Facility Link Change” screen (see
below) shows all wells currently linked to the facility that are available to be moved.
•
The wells you move from the available column to the selected column are those to be moved to the
new facility.
After submitting the request, if the operator of the new facility is different from the current operator, the
concurrence process will be triggered. The current operator must ensure that the request is accepted by the
operator of the new facility prior to the volumetric filing deadline by checking PETRINEX e-mail
notifications. The change is effective as soon as the new operator accepts the change. Concurrence is not
required if the operator is the same for both facilities and the change is accepted immediately. No change
notifications are involved.
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Mid-month well-to-facility links: When you enter a start date that is not the beginning of the current
production month, you continue to be responsible for any volumetric submissions at your facility for the
period up to the day the well is changed. If the well is an active well for the entire month, it must be
reported at both facilities.
4.6.3
Retroactive Well-to-Facility Link Changes
Before submitting a request for a well-to-facility link change in a prior month, you should be aware of the
following:
•
The operator of the facility that the well is currently linked to enters the well ID. This will show the
facilities the well has been linked to with the start and end dates. This history only goes back as far as
PETRINEX implementation (October 2002 production month). You will not see, nor be able to enter,
retroactive changes for production periods before PETRINEX implementation.
•
You can link a well to a different facility or change the start date of an existing link. PETRINEX will
change the end dates based on any new start dates that are updated. Prior to a change to a facility link
being accepted, PETRINEX will perform edits.
•
You cannot change the current production month well to facility using the “Request Retroactive Well
to Facility Link Change” screen (see below).
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•
You cannot change the date of the earliest well facility link to an earlier date. This can only be done
by a well status change. (If the earliest date is that of PETRINEX implementation, you cannot change
the date in PETRINEX.)
•
Volumetric data cannot exist for the facility that the well is being changed from.
•
You cannot link another well to a single-well battery.
•
You cannot link a gas well to an oil battery (see appendix 10).
•
You cannot link an oil well to a gas battery (see appendix 10).
Plan these types of changes early to ensure that you do not perform the change too close to the AER filing
deadline. Such changes may generate error messages. Errors not corrected before the AER filing deadline
will result in volumetric noncompliance fees (see section 1.3).
Once a change has been accepted, you must ensure that the required volumetric amendments are
submitted. If you link a well to another operator’s facility, be sure that you have communicated with the
operator of the facility and have come to agreement about any necessary amendments required. The
operator of record for the period will receive all error notices that result from such changes. Concurrence
is not required if you retroactively link a well to facility that was operated by a different operator. A
notice will be sent warning the operator of the facility.
4.6.4
Corporate Amalgamations
BA operators that are amalgamated have 90 days to handle any remaining submissions and amendments
in PETRINEX after being amalgamated. This is the amalgamation established date. During the 90 day
period, the amalgamatee must submit a facility operator change request to move facilities (regardless of
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status) currently listed to it to the new active BA operator and select prior period amendments for the
subject facilities identifying the new operator.
The amalgamatee will no longer have access to make current month submissions to PETRINEX once the
amalgamation established date has passed. Changes to this date can be made by contacting the Client
Registry at 780-422-1395 before the deadline.
4.7
Water Source ID Requests
Water source IDs are for reporting the receipt of water from the water source at the injection facility. All
operators of injection facilities with a new, shallow, unlicensed well or surface water source (river/lake)
must have a water source ID. Water source IDs are issued by PETRINEX and is an online process.
4.7.1
Request Water Source ID Screen
Requests for a water source ID are done through the “Request Water Source ID” screen (see below). Once
operators access this screen, they must enter the required data.
PETRINEX issues a water source ID only after it validates the data entered. New water source IDs are
assigned an “Active” status.
4.7.2
Location
Enter the surface location of the shallow unlicensed well or the location of the pump for a river, lake, or
other body of water. PETRINEX will assign a location exception (LE). The first water source ID is
assigned “00” as its LE. If more than one water source exists on the same location, the next water source
ID is assigned “02” as its LE.
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4.7.3
Water Source Codes
Enter the water source code. This code helps identify where water is being taken from. For a complete list
of codes, see the water source code table on the AER website, www.aer.ca.
•
For shallow water source wells, use the fresh water code, 0980553.
•
For rivers and lakes, search the list for a code for the specific river or lake.
Once you select a code, PETRINEX fills out the description for you. If a code does not exist for your
water source, contact the PETRINEX service desk.
4.7.4
Suspending a Water Source ID
Water source IDs no longer in use may have their status changed to suspended. There is no missing
volumetric noncompliance fee associated with not reporting a water source ID.
4.8
Linking and Reporting Licensed Water Source Wells
Water volumes from water source wells must be reported as the activity PROD, along with the product,
hours, and volume. Water source wells can only be linked to
•
an injection facility (AB IF)
•
a battery (AB BT) with facility subtype 902
These wells can only be linked to a single facility of either type, but not to two facilities at the same time.
•
If linked to a battery (BT) and the PROD activity was reported there, then you need to report a receipt
at the injection facility (IF) from the battery in order to have the injection facility balance.
•
If linked to an injection facility (IF) and the PROD activity was reported there, the summary screen
and facility balancing reports will reflect the PROD activity.
5
Well Status Changes
The status of a well identifies the activity and initial classification and fluid of the well event. Licensees
that need to change the status of a well must submit the change through PETRINEX. Well status changes
may be submitted to PETRINEX by batch or online. Well statuses are listed in appendix 7.
5.1
DDS-Derived Well Statuses
A few well statuses (see table 4) are derived from the drilling and completions data sent to the AER using
the DDS system and cannot be changed by the licensee through PETRINEX. These DDS-derived statuses
are part of a well’s status and may be required to be in PETRINEX prior to your change being accepted.
The AER sends these derived well statuses to PETRINEX as they are processed and changed at the AER.
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Table 4. Well statuses derived from DDS submissions
Well type
Well status descriptions
Abandoned
A well that has been drilled, the downhole abandonment work completed, and/or surface
abandonment detail submitted.
AbandonedRe-entered
A well that has been abandoned (downhole and surface) and subsequently re-entered on a reentry licence or a resumption application.
Abandoned and A portion of a well that has been drilled and then abandoned and that requires an event sequence
whipstock
to be created. A whipstocked leg is then drilled from the original wellbore.
Drilled and
A well that has been drilled and cased but not immediately put on production. For uncased oil
cased (DRL&C) sands evaluation wells, use the DRL&C initial status code.
Drain (DRAIN)
More than one event (leg) in a multileg well is open to the same formation and is capable of
production. The event that you consider to be the main contributor of production carries the
producing status. The other contributing events carry a drain status. In a resumption or re-entry
situation, if one of the events has previously produced and has been assigned a defined pool, it
remains as the producing event and the other events carry a drain status.
Closed
(authorized by
AER order)
A well that has been shut in by AER closure order resulting in the company not being able to
operate the well. The “Closed” status is applied with a status date of the enforcement of the order.
When the discrepancy is cleared and the closure order rescinded, the AER updates the well
status prior to the closure order.
Preset
A well that has had surface casing set and in which drilling has not continued to licensed total
depth.
5.2
Notification
The AER must be notified of a change to the status of a well within 14 days of the change or before
volumetric data is submitted (if required), whichever comes first. This allows the AER to maintain current
records on unique well information, including
•
well status
•
pool code or oil sands deposit code
•
well status dates
If a well status change is not submitted in a timely manner, it may prevent the submission of associated
volumetric data, which if not filed may result in AER volumetric noncompliance fees.
5.3
Required Information for a Well Status Change
For most well status changes, only the well status and well status date will require updating. However,
some changes will require additional information. This additional information is described in the sections
that follow (see sections 5.3.1 to 5.3.3).
5.3.1
Wells Placed on Production or Injection for the First Time
When placing a well on production or on injection for the first time, enter the
•
well status date (defaults to the on-production or on-injection date and the well-to-facility link)
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•
gross completion intervals
•
pool or deposit codes
•
facility ID of the facility the well is linked to
5.3.2
Commingling Zones within a Well
When commingling zones within a well,
•
select the event that will be the reporting event
•
click the “Add” button to add new status (same status as previous status)
•
enter the well status date (indicates when commingled production began)
•
update gross completion interval (GCI), pool, or deposit codes
•
select the appropriate commingling process (production strategy) in the wellbore
•
click the commingle events button
•
enter the commingling approval or MU order number when required (see Directive 065: Resources
Applications for Oil and Gas Reservoirs)
•
select the well events involved in the commingling
5.3.3
Changes to a Well Type
When changing a well type (e.g., flowing to injection), enter the
•
well status date (defaults as the start date for the well-to-facility link)
•
facility ID of the facility the well is linked to
5.4
Modifying or Deleting a Well Status Updated by the AER
While you can add a new well status, delete a well status entered in error, modify a status previously
entered, or any combination thereof, you cannot modify or delete a well status updated by the AER. If one
of the well statuses updated by the AER needs to be changed, you must submit corrected DDS
information to the AER.
5.5
Suspending and Reactivating Inactive Wells
All inactive wells must be suspended in two places: PETRINEX and DDS.
•
Well status must be suspended through PETRINEX.
•
Well licence suspensions must be reported to the AER via DDS within 30 days of the suspension of
operations or inspection. The reactivation of a well from suspension must be reported to the AER via
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and DDS within 30 days following the resumption of production or injection of the well. For more
information, see Directive 013: Suspension Requirements for Wells.
5.6
Validating a Well Status Change
PETRINEX validates each well status change to ensure data entered follows a logical sequence of events.
PETRINEX may also validate a change in well status by checking the previous status of the well. Some
examples of how some well statuses are validated follow.
•
Wells placed on production for the first time—The status of a well placed on production for the first
time must be “drilled and cased”. Perforation and packer data must also be available. This
information will only be updated to the well event when the AER has received and processed your
drilling and completion data. Only after the updates are complete can a well be placed on production.
•
Wells being suspended—Wells being suspended must have a previous active well status such as
“flowing” or “pumping.”
•
Wells statuses changed from oil to gas—When a well status is being changed from “oil” to “gas” or
vice versa, you must submit an application for approval of the fluid change to the AER’s Reserves
Group. If that group approves the change in well status, it will update the well status change and link
the well to the new facility through PETRINEX. The operator must include the following information
with the application:
5.7
−
well ID
−
current status
−
new facility ID
−
proposed effective date of the change
−
reason or explanation for requesting the change
Editing a Well Status
Changes to the status of a well are done online through the “Edit Well Status” screen (see below). Enter
the unique well ID and the well licence number. PETRINEX will validate what you enter to confirm that
you are the licensee of the well. You should be able to see the well name, licence issue date, licensee,
licence status, licence status date, and well status history already on the screen.
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5.7.1
Adding a Well Status
To add a new well status, click the add button. Select the well status you want to add from the drop-down
list (see appendix 7). Do not forget to enter a status date. Click OK. You will be required to add additional
information on the next screen. Click submit once complete. PETRINEX will then validate the
information entered. If the validation is successful, the change will be made immediately. If there is a
problem, PETRINEX will inform you of what is wrong. Some sort of corrective action will be needed
before trying to submit the status change a second time.
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5.7.2
Deleting a Well Status
To delete a well status, select the current status from the well status history and click the delete button.
To delete an active status associated with volumetric data submissions, you must first remove all the
associated volumetric records before it can be deleted. To confirm the Delete Well Status request, simply
click the Submit button at the bottom of the screen.
5.7.3
Modifying a Well Status
To correct a previously entered status, select the status from the history box and click the modify button.
Change the well status by selecting a new well status from the drop-down list. Change the well status date
if necessary. Click OK. You may be required to add additional information on the next screen. Click
submit once complete. PETRINEX will then validate the information entered. If the validation is
successful, the change will be made immediately. If there is a problem, PETRINEX will inform you of
what is wrong. Some sort of corrective action will be needed before trying to submit the status change a
second time.
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When you have a need to modify or insert a status that is not the “current well status,” PETRINEX checks
the status to the previous and next history status.
5.8
Add Well Status Detail Screen Requirements
The “Add Well Status Detail” screen (see below) shows the current information for the well. It is on this
screen that you enter the missing GCI, pool, and facility information or modify the existing information.
In the example below, all the GCI, pool, and facility information is blank because this is the first active
status being added for this well. Each of the fields for which you can enter data is described in the
sections that follow (see sections 5.8.1 to 5.8.6).
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5.8.1
Gross completion interval
The gross completion interval (GCI) represents the completed interval for perforations, open-hole
completions, slotted liners, or multistage fractures open to pools or deposits that contribute to production
or are being injected or tested.
•
Any GCI with a status other than “CONFIRMED” is not considered a valid submission.
•
The measured depth must be in metres kelly bushing (mKB). Report depth to a maximum of five
digits, including two decimal places. PETRINEX can accept a GCI depth of up to 99 999.99 mKB.
•
Report only the completed interval that is contributing, not the pay, permeable, or porous interval.
•
Report the top and base of the GCI. Both values should align with the appropriate perforation, slotted
liner, open hole, or multistage fracture intervals.
•
Completion (e.g., perforation) data are updated to PETRINEX from DDS data. Completion data must
be in PETRINEX or you will be unable to update the well’s status or GCI. View the completion and
packer data for the well by selecting the perforation/packer button.
•
You can only change the GCI when adding a new well status or by clicking the GCI button.
•
When submitting completion data indicating open intervals (perforations, slotted liner, open hole, and
multistage fracture), the GCI within PETRINEX must reflect the current open and contributing
intervals. For closing an open and contributing interval, you must update the GCI within PETRINEX
to reflect the GCI of the remaining open and contributing intervals. If you are unsure which
completion belongs to which well event sequence, contact your operations group or refer to Directive
059.
5.8.2
Field Code
This is the field code that the AER has assigned to the well.
5.8.3
Oil Sands Area Code
If the well is also in an oil sands area, this will be displayed. The area code is assigned by the AER.
5.8.4
Pool, Deposit, and Undefined Pool Codes
You must enter a pool, a deposit, or an undefined pool code. The status of the code will be set to
“Tentative” until the AER confirms that it is correct. If necessary, the AER Reserves Group will change
the code to the correct pool, deposit, or undefined pool. Once its review is complete, the AER will change
the status of the code to “Confirmed”. Once confirmed, only the AER can change a pool code. The
exception is for southeastern Alberta pools.
•
You must enter a pool, a deposit, or an undefined pool code.
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•
If the well has an area code and is a crude bitumen well or an injection well in the oil sands area, enter
a deposit code.
•
Enter a pool code for a gas well or a disposal well, even if they have an area code.
•
Wells that are only assigned to a field will have a pool code entered.
•
You can select a pool or deposit code from the appropriate list. This list will only display the
designated pools for the field as defined in the AER F and G orders. If your pool code is not listed, it
has not been designated by the AER. In that case, you must enter the formation in the undefined pool.
Select a deposit code from the list, as undefined deposits are not allowed.
5.8.5
Facility Link
Wells must be linked to the appropriate facility ID. The start date of the well-to-facility link will default
to the well status date. However, if the well status date is prior to implementation, the well-to-facility link
will be October 1, 2002.
Some well statuses may allow you to link the well to two facilities. Cyclical, SAGD, and storage wells
may be reported at a battery and an injection facility. If the well is to be reported at more than one facility,
enter both of the facility IDs.
If you are doing a retroactive well status change and the well has been linked to different facilities during
the retroactive period, enter the facility that the well was linked to for the well status date. Then use the
well-to-facility processes (current or retroactive) to change the well links.
A producing well can only be linked to one battery at a time. An injection well can only be linked to one
injection facility at a time.
When a well delivers to more than one gathering system or gas plant during the month, you will report
two deliveries from the battery. The well can only be linked to one battery at any one time.
5.8.6
Making Commingling Changes Online
Six options exist for identifying the commingling process (production strategy) in the wellbore as detailed
in section 3.1 of Directive 065.
•
None: For single pool completions. It is also the default selection.
•
Development Entity (DE) No. 1: For wells producing commingled gas from DE No. 1 in accordance
with the self-declared decisional criteria.
•
Development Entity (DE) No. 2: For wells producing commingled gas from DE No. 2 in accordance
with the self-declared decisional criteria.
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•
MU Commingling Order: This must be chosen when an application was approved from
commingling resulting in an MU Order.
•
Self-declared (SD) gas: For wells producing commingled gas in accordance with the self-declared
decisional criteria.
•
Self-declared (SD) oil: For wells producing commingled oil in accordance with the self-declared
decisional criteria.
Choose the temp commingled code 0999660 (TEMP COMMINGLED CODE) when reporting
commingled production for the first time regardless of the commingling process used. The DE and SD
commingling codes will remain in the drop-down pool code listing for AER use. However, effective
February 3, 2011, these codes should not be chosen to report commingled production.
All the well events involved in the commingling will have a common GCI, a (commingled) pool code,
and well status start date. Usually, the commingled production from all pools is reported as a total volume
to one well event.
A commingling well status change is made for the reporting well event by clicking modify or add on the
“Edit Well Status” screen. On the “Well Status Detail” screen, the commingle events button is used to
display possible commingled well events, and the user selects the check box beside the well event to be
commingled. PETRINEX will apply the commingled status, GCI, and pool updates based on the details
of the reporting well event. The reporting well event status details will be updated as entered by the user.
The MU order may require that production be allocated to each pool based on a percentage. If required,
the MU order will identify the percentages to be used. If percentages are required, do not change the well
status to commingled but continue to report production from each well event (pool) separately.
Commingled well events will be linked to the reporting event. Any subsequent change to the reporting
event well status date, pool, or GCI will be applied to the commingled well events linked to the reporting
well event for that effective period.
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The approval and other events are not shown on the “Add Well Status Details” screen. To view them, you
must click the commingle events button. Enter the approval number if required. The AER needs this
number to ensure that approval to commingle the pools is in place. See Directive 065 for further details
on approval requirements.
To commingle a well ID (event) with the reporting event, select the commingled check box on the “Add
Well Status Details” screen. A “Commingle” well status will be assigned to all selected well events.
The well ID (event) that was selected at the beginning (when the add or modify button was clicked) will
report the total commingled production volume for all well events involved in the commingling. The well
selected to report production must be a producing well status (see appendix 7).
You may find that only one event has been created for the commingled pools. This is most common in
southeastern Alberta, where many pools and combinations of those pools are approved. A well may be
completed in multiple pools immediately; as long as each pool is not produced separately, a well event is
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not created for each pool. When a well is completed in more than one pool and only one event exists, you
do not use this process. Instead you use the well status change.
When selecting the reporting well event, as opposed to the commingled well event, select the deeper of
the commingled pools as the reporting well event:
•
If the 0 event and 2 event are commingled, select the 0 event as the reporting event and commingle
the 2 event.
•
If the 0 event, 2 event, and 3 event are commingled, select the 0 event as the reporting event and
commingle the 2 and 3 events.
•
If the 2 and 3 events are to be commingled, select the 2 event as the reporting event and commingle
the 3 event.
When multiple pools are commingled, provide the GCI from the top of the upper commingled zone to the
bottom of the lower commingled zone.
When drilling and completion data submitted result in two or more well events to be created, you must
select the well events relating to the commingling of specific pools.
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Appendix 1
Activity Transactions
Reporting facility
types allowed to
enter the activity
Activity
code
Activity
name
DIFF
Metering
difference
PETRINEX will enter DIFF and the metering difference volume to
report the difference in measurement between facility inlets
(production, receipts) and outlets (dispositions, injection) after
accounting for all other activities (e.g., fuel, flare). PETRINEX will
calculate the metering difference volume for each product group using
the information reported at a facility.
•
•
•
•
•
•
•
battery
gas plant
gas gathering
injection
meter station
pipeline
refinery
GAS, SOLV, WASTE, WATER
DISP
Disposition
PETRINEX will enter DISP using the corresponding receipt from the
receiving facility. When PETRINEX enters the DISP code, it will not
allow the from/to facility ID, product, or volume to be changed. When
there is no corresponding downstream facility, the facility operator
enters the activity DISP, the from/to ID that may be a miscellaneous
ID, and volume.
•
•
•
•
•
•
•
•
•
battery
custom treater
gas plant
gas gathering
injection
meter station
pipeline
refinery
terminal
All products
EMIS
Emissions
An operator will enter EMIS to report the calculated sulphur tonnes of
emissions that may originate from flaring, low-pressure-produced
water flash gas, and flaring of glycol dehydrator vent gas.
•
•
•
•
battery
gas plant
gas gathering
injection
SUL
FLARE
Flare
An operator will enter FLARE to report the volume of gas flared during
well or facility operations. The operator of the facility must identify
where the flare occurred by entering the well identifier or facility ID as
the from/to. This includes any flare that occurs at compressor stations
not located on the same location as the reporting facility.
•
•
•
•
FRAC
Fractionation An operator will enter FRAC when a facility receives natural gas liquids • gas plant
yield
as a mixed product and then fractionates (splits) the mix product into
component products (e.g., spec propane, butanes) for delivery to
market.
Description
58 Manual 011: How to Submit Volumetric Data to the AER
battery
custom treater
gas plant
gas gathering
injection
• pipeline
• refinery
Products
GAS, C2-MX, C2-SP, C3-MX, C3-SP,
C4-MX, C4-SP, C5-MX, C5-SP,
C6MX, C6-SP, ENTGAS, IC4-MX, IC4-SP,
IC5-MX, IC5-SP, LITEMX, NC4-MX,
NC4-SP, NC5-MX, NC5-SP
C1-MX,C2-MX, C3-MX, C4-MX, NC4MX, IC4-MX, C5-MX, NC5-MX, IC5-MX,
C6-MX,C2-SP, C3-SP, C4-SP, NC4-SP,
IC4-SP, C5-SP, NC5-SP, IC5-SP, C6SP, LITEMX, CO2-MX
Alberta Energy Regulator
Reporting facility
types allowed to
enter the activity
Activity
code
Activity
name
FUEL
Fuel
An operator will enter FUEL to report the volume of gas used for fuel at
well or facility operations. The operator of the facility must identify
where the fuel was used by entering the well identifier or facility ID as
the from/to. This includes any fuel used at compressor stations not
located at the same location as the reporting facility.
•
•
•
•
•
•
•
battery
custom treater
gas plant
gas gathering
injection
pipeline
refinery
C1-MX, C2-MX, C3-MX, C4-MX, NC4MX, IC4-MX, C5-MX, NC5-MX, IC5-MX,
C6-MX, C2-SP, C3-SP, C4-SP, NC4SP, IC4-SP, C5-SP, NC5-SP, IC5-SP,
C6-SP, LITEMX, GAS, CO2-MX,
ENTGAS
IMBAL
Imbalance
PETRINEX will enter IMBAL and the imbalance volume to report the
difference in measurement between facility inlets (production, receipts)
and outlets (dispositions, injection) after accounting for all other
activities (e.g., inventories). PETRINEX will calculate the imbalance
volume for each product group using the information reported at a
facility.
•
•
•
•
•
•
•
battery
custom treater
gas gathering
injection
pipeline
refinery
terminal
C2-MX, C2-SP, C3-MX, C3-SP, C4-MX,
C4-SP, C5-MX, C5-SP, DIESEL,
LITEMX, OIL, SUL, WASTE
INJ
Well
injection
An operator will enter INJ to report the volume of product sent to a well • injection
for injection or disposal of products into a reservoir. The operator of
the facility must enter the well identifier that the product was injected
into as the from/to. The well must be linked to the facility.
INVADJ
Inventory
adjustment
An operator will enter INVADJ to report gains and losses that cannot
be identified by a specific activity and/or production month. If the
operator knows the cause of the gain or loss, an amendment must be
filed.
An operator may also use inventory adjustment when an adjustment to
closing inventory is required due to water tank cleanout, loss of
sulphur from sulphur pad, or spills.
•
•
•
•
•
•
•
•
battery
custom treater
gas plant
gas gathering
injection
pipeline
refinery
terminal
GAS, BRKWTR, FSHWTR, C1-MX, C2MX, C3-MX, C4-MX, NC4-MX, IC4-MX,
C5-MX, NC5-MX, IC5-MX, C6-MX, C2SP, C3-SP, C4-SP, NC4-SP, IC4-SP,
C5-SP,,CO2-MX NC5-SP, IC5-SP, C6SP, COND, LITEMX, OIL, SBASE,
SBLOC, SFORM, SLATE, SMOLT,
SPRILL, SUL, SYNCRD, WATER,
WASTE
INVCL
Closing
inventory
An operator will enter INVCL to report the volume held in inventory at
the end of the production month. Closing inventory is the total closing
inventory by product for the reporting facility. It includes only the
volumes held in tanks and fresh water storage ponds at the facility at
the end of the production month. PETRINEX will deem the reported
closing inventory as the next month's opening inventory.
Note: A fresh water storage pond is an enclosure used to store fresh
water to be used at a facility that is not a tank.
•
•
•
•
•
•
•
•
battery
custom treater
gas plant
gas gathering
injection
pipeline
refinery
terminal
GAS, BRKWTR, FSHWTR, C1-MX, C2MX, C3-MX, C4-MX, NC4-MX, IC4-MX,
C5-MX, NC5-MX, IC5-MX, C6-MX, C2SP, C3-SP, C4-SP, CO2-MX, NC4-SP,
IC4-SP, C5-SP, NC5-SP, IC5-SP, C6SP, COND, LITEMX, OIL, SBASE,
SBLOC, SFORM, SLATE, SMOLT,
SPRILL, SUL, SYNCRD, WATER,
WASTE
Description
Products
ACGAS, AIR, CO2, BRKWTR, DIESEL,
ENTGAS, FSHWTR, GAS, N2, OIL, O2,
SOLV, STEAM, WASTE, WATER,
COND, C5-SP, C3-SP, C4-SP
Manual 011: How to Submit Volumetric Data to the AER 59
Alberta Energy Regulator
Reporting facility
types allowed to
enter the activity
Activity
code
Activity
name
INVOP
Opening
inventory
PETRINEX will enter INVOP volume for each product using the
previous month’s closing inventory volume. To correct an opening
inventory volume, you must submit an amendment for the previous
month’s closing inventory.
LDINJ
Load fluid
injected
An operator will enter LDINJ to report the volume of product injected to • battery
a well for the purpose of completing or servicing the well. The from/to
• gas gathering
must identify the well identifier. The well must be linked to the facility.
COND, OIL, WATER
LDINVADJ Load fluid
inventory
adjustment
An operator will enter LDINVADJ to report the volume of product that
• battery
was injected at a drilling well, was not recovered, and was not reported • gas gathering
to PETRINEX at the time the operation occurred. The well must be
linked to the facility for the month that the load inventory adjustment is
reported.
COND, OIL, WATER
LDINVOP
Load fluid
opening
inventory
PETRINEX will enter the LDINVOP volume at the well using the
previous month's load fluid closing inventory. To correct a well’s load
fluid opening inventory volume, submit an amendment for the well’s
previous month’s load fluid activities.
• battery
• gas gathering
COND, OIL, WATER
LDINVCL
Load fluid
closing
inventory
PETRINEX will enter the well’s LDINVCL volume for each product
using the information reported at a well. PETRINEX will calculate the
well’s load fluid closing inventory using the load activities reported at
the well. To correct the load fluid closing inventory volume, submit an
amendment for the well’s previous months load fluid activities.
• battery
• gas gathering
COND, OIL, WATER
LDREC
Load fluid
recovered
An operator will enter LDREC to report the recovery of product used
for completing or servicing a well. The from/to must identify the well
identifier. The well must be linked to the facility.
• battery
• gas gathering
COND, OIL, WATER
PLTUSE
Plant use
An operator will enter PLTUSE to report water used for purposes other • injection
than utilities or injection, such as drilling, potable use, and sludge pond
losses.
PROC
Plant
process
PETRINEX will enter PROC and processed volume when a gas
gathering facility or gas plant reports a disposition of gas by-products.
PETRINEX will enter the volume for each product group using the
information reported at a facility.
Description
60 Manual 011: How to Submit Volumetric Data to the AER
•
•
•
•
•
•
•
•
battery
custom treater
gas plant
gas gathering
injection
pipeline
refinery
terminal
• gas plant
• gas gathering
Products
GAS, BRKWTR, FSHWTR, C1-MX, C2MX, C3-MX, C4-MX, NC4-MX, IC4-MX,
C5-MX, CO2-MX, NC5-MX, IC5-MX,
C6-MX, C2-SP, C3-SP, C4-SP, NC4SP, IC4-SP, C5-SP, NC5-SP, IC5-SP,
C6-SP, LITEMX, OIL, SBASE, SBLOC,
SFORM, SLATE, SMOLT, SPRILL,
SUL, SYNCRD, WATER, WASTE
BRKWTR, FSHWTR, WATER
Refer to volumetric balance for products
included.
Alberta Energy Regulator
Reporting facility
types allowed to
enter the activity
Products
• battery
• gas gathering
COND, GAS, OIL, WATER, BRKWTR,
FSHWTR
Activity
code
Activity
name
PROD
Well
production
An operator will enter PROD to report the volume of product produced
from a well. The from/to must identify the well identifier the products
were produced from. The well must be linked to the facility.
PURREC
Purchase
receipt
PETRINEX will enter the PURREC using the corresponding disposition • battery
from the receiving facility. When PETRINEX enters the PURREC, it
• gas plant
will not allow the from/to facility ID, product code, or volume to be
• gas gathering
changed.
GAS
PURDISP
Purchase
disposition
An operator will enter PURDISP to show the disposition of a
• battery
marketable product purchased from a downstream facility. The
• gas plant
downstream facility operator that sold the product is responsible for the • gas gathering
Crown royalty liability.
GAS
REC
Receipt
An operator will enter REC to report a receipt of product received from
other facilities. When an operator enters a REC code, it must also
enter the facility ID of the delivering facility. PETRINEX will deem this
REC as the DISP of the corresponding facility.
RECYC
Recycle
An operator will enter RECYC to report the volume of utility
• injection
steam/water that entered the produced waste stream downstream of
the wellhead and is not recovered (used for utility). This activity is used
to report water recycling and water use at in situ oil sands facilities
only (e.g., wash water).
WATER
SHR
Shrinkage
An operator will enter SHR when reporting the acid gas shrinkage
• gas plant
volume. This includes the acid gas converted to elemental sulphur and
the associated tail gases incinerated at facilities with sulphur recovery
units and sour facilities without sulphur recovery units that flare acid
gas under normal operating conditions.
ACGAS
Description
An operator will enter SHR to report the diluent shrinkage volume
when a product is blended with the heavy oil at producing facilities to
meet the crude oil pipeline delivery specifications.
•
•
•
•
•
•
•
•
•
•
•
•
•
battery
custom treater
gas plant
gas gathering
injection
meter station
pipeline
refinery
terminal
battery
custom treater
pipeline
terminal
All products
COND, OIL
Manual 011: How to Submit Volumetric Data to the AER 61
Alberta Energy Regulator
Activity
code
SHUTIN
Activity
name
Shut-in
Reporting facility
types allowed to
enter the activity
Products
PETRINEX will enter SHR and the shrinkage volume for each gas byproduct processed (except for sulphur) at the gathering facility or gas
plant. PETRINEX will use a standard gas equivalent factor to calculate
the gas equivalent volume for each product.
• gas plant
• gas gathering
Refer to volumetric balance for products
included
An operator will enter SHUTIN when a well that is capable of
producing or injecting has had the valves at the wellhead turned off
and the well has no activities to report for the production month.
•
•
•
•
•
•
•
•
•
Not applicable
Description
An operator also enters SHUTIN when a facility is inactive for the
entire month. The facility must not have any activities or opening
inventory for the production month.
The operator must report shut-in activity until the well or facility no
longer has an active status.
battery
custom treater
gas plant
gas gathering
injection
meter station
pipeline
refinery
terminal
UTIL
Utility
An operator will enter UTIL to report water used at the injection facility
for utility, waste stream, and emissions control and not recovered due
to evaporation or venting.
• injection
BRKWTR, FSHWTR, WATER
VENT
Vented
An operator will enter VENT to report the volume of gas vented during
well or facility operations. The operator of the facility must identify
where the vent occurred by entering the well or facility ID in the
from/to. This includes any venting that occurs at compressor stations
that are not located on the same location as the reporting facility.
•
•
•
•
•
•
•
GASC2-MX, C2-SP, C3-MX, C3-SP,
C4-MX, C4-SP, C5-MX, C5-SP, C6-MX,
C6-SP, CO2, ENTGAS, IC4-MX, IC4SP, IC5-MX, IC5-SP, LITEMX, NC4MX, NC4-SP, NC5-MX, NC5-SP
62 Manual 011: How to Submit Volumetric Data to the AER
battery
custom treater
gas plant
gas gathering
injection
pipeline
refinery
Alberta Energy Regulator
Appendix 2
Product code
OIL
COND
GAS
WATER
FSHWTR
C2-SP
C3-SP
C4-SP
NC4-SP
IC4-SP
C5-SP
NC5-SP
IC5-SP
C6-SP
C1-MX
C2-MX
C3-MX
C4-MX
NC4-MX
IC4-MX
C5-MX
NC5-MX
IC5-MX
C6-MX
LITEMX
SUL
SPRILL
SMOLT
SBASE
SBLOC
SFORM
SLATE
SYNCRD
AIR
DIESEL
O2
CO2
CO2-MX
N2
ACGAS
SOLV
ENTGAS
SAND
STEAM
BRKWTR
WASTE
Products and Gas Equivalent Factors
Product name
Crude Oil, Crude Bitumen
Condensate
Gas
Water
Fresh Water
Ethane Spec
Propane Spec
Butane Spec
Normal Butane Spec
Iso-Butane Spec
Pentane Spec
Normal Pentane Spec
Iso-Pentane Spec
Hexane Spec
Methane Mix
Ethane Mix
Propane Mix
Butane Mix
Normal Butane Mix
Iso-Butane Mix
Pentane Mix
Normal Pentane Mix
Iso-Pentane Mix
Hexane Mix
Lite Mix
Sulphur
Sulphur—Prilled
Sulphur—Molten
Sulphur—Basepad
Sulphur—Block
Sulphur—Formed
Sulphur—Slate
Synthetic—Crude Oil
Air
Diesel Oil
Oxygen
Carbon Dioxide
Carbon Dioxide Mix
Nitrogen
Acid Gas
Solvent
Entrained Gas
Sand
Steam
Brackish Water
Waste
Units*
3
m
3
m
3
3
10 m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
3
m
tonnes
tonnes
tonnes
tonnes
tonnes
tonnes
tonnes
3
m
3
3
10 m
3
m
3
3
10 m
3
3
10 m
3
m
3
3
10 m
3
3
10 m
3
3
10 m
3
3
10 m
3
m
3
m
3
m
3
m
Gas equivalent factor
October 2002
January 2008
n/a
n/a
n/a
n/a
1.00000
1.00000
n/a
n/a
n/a
n/a
0.28148
0.28151
0.27221
0.27222
0.23335
0.23335
0.23335
0.23335
0.23335
0.23335
0.20575
0.20575
0.20575
0.20575
0.20575
0.20575
0.20575
0.18216
0.28148
0.440295
0.28148
0.28151
0.27221
0.27222
0.23335
0.23335
0.23335
0.23335
0.23335
0.23335
0.20575
0.20575
0.20575
0.20575
0.20575
0.20575
0.20575
0.18216
0.28148
0.440295
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
1.00000
1.00000
n/a
n/a
1.00000
1.00000
1.00000
1.00000
0.28148
0.440295
1.00000
1.00000
1.00000
1.00000
n/a
n/a
1.00000
1.00000
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
* Gas = 103 m3 (thousands of cubic metres) at 150C and 101.325 kPa (kilopascals), rounded to 1 decimal place; Liquids = m3 at 150C and
101.325 kPa, rounded to 1 decimal place; Sulphur = tonnes (metric tones), rounded to 1 decimal place.
Manual 011: How to Submit Volumetric Data to the AER 63
Alberta Energy Regulator
Appendix 3
Province, State, and Miscellaneous Codes
Province and State Codes
When product is delivered out of province, you must report the activity using the province or state code (see table 5) for “From/To”. You may also
enter the facility type and facility identifier of the out of province facility. Only the following reporting facilities are allowed to enter the activity:
batteries, gas plants, gas gathering facilities, pipelines, refineries, oil sands facilities, and terminals. All products are acceptable.
Table 5. Province and state codes
Province or
Description
state code
Province or
state code
Description
AK
Alaska
NE
Nebraska
AL
Alabama
NL
Newfoundland
AR
Arkansas
NH
New Hampshire
AZ
Arizona
NJ
New Jersey
BC
British Columbia
NM
New Mexico
CA
California
NS
Nova Scotia
CO
Colorado
NT
Northwest
Territories
CT
Connecticut
NU
Nunavut
DC
District of Columbia
NV
Nevada
DE
Delaware
NY
New York
FL
Florida
OH
Ohio
GA
Georgia
OK
Oklahoma
HI
Hawaii
ON
Ontario
IA
Iowa
OR
Oregon
ID
Idaho
PA
Pennsylvania
IL
Illinois
PE
Prince Edward
Island
IN
Indiana
QC
Quebec
(cont’d)
64 Manual 011: How to Submit Volumetric Data to the AER
Alberta Energy Regulator
Table 5. Province and state codes (cont’d)
Province or
state code
Description
Province or
state code
Description
KS
Kansas
RI
Rhode Island
KY
Kentucky
SC
South Carolina
LA
Louisiana
SD
South Dakota
MA
Massachusetts
TN
Tennessee
MB
Manitoba
TX
Texas
MD
Maryland
UT
Utah
ME
Maine
VA
Virginia
MI
Michigan
VT
Vermont
MN
Minnesota
WA
Washington
MO
Missouri
WI
Wisconsin
MS
Mississippi
WV
West Virginia
MT
Montana
WY
Wyoming
NB
New Brunswick
YT
Yukon
NC
North Carolina
OS
Offshore
ND
North Dakota
Miscellaneous Codes
When a product is not received from or delivered to an Alberta facility, you must report the activity using a miscellaneous code (see table 6) for
“From/To”. When product is delivered to Saskatchewan, the Saskatchewan facility will enter the receipt and PETRINEX will autopopulate the
disposition at the sending facility. If the Saskatchewan facility has not entered the receipt by the volumetric reporting deadline, the Alberta facility
may enter the disposition and the Saskatchewan facility ID.
Manual 011: How to Submit Volumetric Data to the AER 65
Alberta Energy Regulator
Table 6. Miscellaneous codes
Province
type code Name
AB CO
Commercial
Description
The operator of the facility will enter AB CO when gas is delivered to
customers that are engaged in selling, warehousing, or distributing a
commodity in some business, profession, social or economic activity
(e.g., offices, stores) or in servicing something that does not fall
directly under a certain classification of service, such as residential
and industrial.
Reporting facilities
allowed to enter the
activity
Products allowed
•
•
•
•
battery
gas gathering
gas plant
pipeline
GAS
battery
gas gathering
gas plant
pipeline
GAS
An operator may also use this code when gas is delivered for farm
gas purposes.
AB EG
Electrical
generation
The operator of the facility will enter AB EG when gas is used to
generate electricity.
•
•
•
•
AB GE
Gas Equivalent
The operator of the facility will enter AB GE whenever liquids are
removed from a gas stream.
• battery
• gas gathering
• gas plant
GAS, C1-MX, C2-MX, C2-SP, C3MX, C3-SP, C4-MX, C4-SP, C5MX,C5-SP, C6-MX, C6-SP, CO2-MX,
IC4-MX, IC4-SP, IC5-MX, IC5-SP,
LITEMX, NC4-MX, NC4-SP, NC5MX, NC5-SP
AB IN
Industrial
The operator of the facility will enter AB IN when gas is delivered to
customers engaged in creating a product or changing raw or
unfinished materials into another form or product (e.g., factories,
mills, machine shops).).
•
•
•
•
battery
gas gathering
gas plant
pipeline
GAS, C5-SP
AB LF
Line Fill
The operator of a facility will enter a receipt (REC) or a disposition
(DISP) From/To AB LF when products have been produced or
processed and used as line fill for any production month.
•
•
•
•
•
•
battery
gas gathering
custom treater
gas plant
pipeline
terminal
OIL, COND, GAS, WATER,
FSHWTR, C2-SP, C3-SP, C4-SP,
NC4-SP, IC4-SP, C5-SP, NC5-SP,
IC5-SP, C6-SP, C1-MX, C2-MX, C3MX, C4-MX, NC4-MX, IC4-MX, C5MX, NC5-MX, IC5-MX, C6-MX,
LITEMX, SYNCRD, AIR, DIESEL,
O2, CO2, CO2-MX, N2, ACGAS,
SOLV, ENTGAS, STEAM, BRKWTR,
WASTE
This should only be reported at the beginning and decommissioning
of a facility.
66 Manual 011: How to Submit Volumetric Data to the AER
Alberta Energy Regulator
Province
type code Name
Description
Reporting facilities
allowed to enter the
activity
Products allowed
AB MC
Miscellaneous
The operator of a facility will enter AB MC for the receipt of a product • battery
from a source other than a facility and that product is blended with
• gas gathering
heavy oil at a producing facility to meet pipeline delivery
• custom treater
specifications.
• gas plant
An operator may use this code to report the disposition of gas due to • injection
fire. An operator may also use this code when the product is
• pipeline
received from or delivered to a source not identified by any other
• terminal
code.
• refinery
AB RC
Railcar
Miscellaneous
The operator of a facility will enter AB RC to report a disposition of a
product travelling by rail out of Alberta, where the final rail
destination is unknown or the disposition is to a non-reporting
facility.
•
•
•
•
•
•
AB ML
Mainline
The operator of the facility will enter AB ML when showing gas
movement between the facility and the mainline.
• mainline straddle
• gas plant
GAS
AB OT
Other
An operator may also use this code when the product is received
from or delivered to a source not identified by any other code.
•
•
•
•
•
•
C1-MX, C2-MX, C3-MX, C4-MX,
CO2-MX -, NC4-MX, IC4-MX, C5-MX,
N2, CO2, NC5-MX, IC5-MX, C6-MX,
C2-SP, C3-SP, C4-SP, NC4-SP, IC4SP, C5-SP, NC5-SP, IC5-SP, C6-SP,
GAS, LITEMX, O2, SBASE, SBLOC,
SFORM, SLATE, SMOLT, SPRILL,
SUL, SYNCRD
AB R1
Residential
The operator of the facility will enter AB R1 when gas is delivered to
customers who supply gas for residential purposes under individual
contracts on a single-family dwelling or building or an individual
apartment in a multiple-facility dwelling with ≤4 units that are
occupied as a home, residence, or sleeping place of one or more
persons.
• pipeline
battery,
custom treater
gas plant
injection
terminal
refinery
gas gathering
gas plant
pipeline
terminal
injection
refinery
OIL, COND, WATER, GAS,
BRKWTR, FSHWTR, WASTE, C5MX
OIL, COND, CRUDEBIT, DILUENT,
INTERHYD, WATER, FSHWTR, C1,
C2, C3, C4, C5, C6, C2-SP, C3-SP,
C4-SP, NC4-SP, IC4-SP, C5-SP,
NC5-SP, IC5-SP, C6-SP, C1-MX, C2MX, C3-MX, C4-MX, NC4-MX, IC4MX, C5-MX, NC5-MX, IC5-MX, C6MX, LITEMX, SYNCRD, DIESEL,
CO2-MX, STEAM, BRKWTR,
WASTE, SAND
GAS
Manual 011: How to Submit Volumetric Data to the AER 67
Alberta Energy Regulator
Province
type code Name
Description
Reporting facilities
allowed to enter the
activity
Products allowed
AB R2
Residential
The operator of the facility will enter AB R2 when gas is delivered to
customers who supply gas for residential purposes under individual
contracts on a single-family dwelling or building or an individual
apartment in a multiple-facility dwelling with ≥4 units that are
occupied as a home, residence, or sleeping place of one or more
persons.
• pipeline
GAS
AB RE
Residential
The operator of the facility will enter AB RE when gas is delivered to
customers who supply gas for residential purposes under individual
contracts on a single-family dwelling or building or an individual
apartment in a multiple-facility dwelling or portion thereof that is
occupied as a home, residence, or sleeping place of one or more
persons.
•
•
•
•
battery
gas gathering
gas plant
pipeline
GAS
AB RM
Road
maintenance
The operator of the facility will enter AB RM when products have
been sold or delivered locally for use on road maintenance.
•
•
•
•
battery
custom treater
pipeline
terminal
Oil, BRKWTR, FSHWTR
AB RO
Run Off
The operator of a facility will enter AB RO for the receipt of
freshwater from rain or melted snow from a pond, puddle, grated
surface, or a dug out location.
•
•
•
•
•
•
•
•
battery
gas gathering
custom treater
gas plant
injection
pipeline
terminal
refinery
FSHWTR
AB SS
Service station
The operator of the facility will enter AB SS when products have
been sold or delivered locally to a retail petroleum product outlet.
• battery
• refinery
OIL
AB WC
Water of
condensation
The operator of the facility will enter AB WC when water is
recovered from the gas stream at an inlet or compressor and the
water volume cannot be allocated back to the source facility.
• gas gathering
• gas plant
WATER
68 Manual 011: How to Submit Volumetric Data to the AER
Alberta Energy Regulator
Province
type code Name
AB WM
Waste Materials
Description
The operator of a facility will enter a receipt (REC) from AB WM for
receipts of waste materials associated with sources other than the
normal production of hydrocarbons (e.g., contaminated soil scraped
off the ground).
AB WM is also used when non-produced solids have been included
in water dispositions to waste plants. It will be included in the
balancing of water to prevent over-allocating water production to
wells.
OS
Offshore
The operator of the facility will enter OS as the province code (type
is left blank) when products are delivered to an offshore market.
Reporting facilities
allowed to enter the
activity
Products allowed
•
•
•
•
•
•
•
•
battery
gas gathering
custom treater
gas plant
injection
pipeline
terminal
refinery
WATER
•
•
•
•
gas gathering
gas plant
pipeline
refinery
C2-MX, C3-MX, C4-MX, NC4-MX,
IC4-MX, C5-MX, NC5-MX, IC5-MX,
C6-MX, C2-SP, C3-SP, C4-SP, NC4SP, IC4-SP, C5-SP, NC5-SP, IC5SP, C6-SP, LITEMX, SBASE,
SBLOC, SFORM, SLATE, SMOLT,
SPRILL, SUL
Manual 011: How to Submit Volumetric Data to the AER 69
Alberta Energy Regulator
Appendix 4
Prorated Production for Crude Oil and Crude Bitumen
Batteries
Prorated production is where total battery production is allocated to wells based on individual well tests.
With the exception of southeastern Alberta shallow-gas wells, this method of determining production data
is restricted to crude oil/bitumen wells.
Proration Testing
When the production of wells is commingled before measurement, the operator of the battery must test
each well in accordance with Part 7 of the Oil and Gas Conservation Rules (OGCR), and any applicable
AER directives and informational letters (ILs).
Proration of Battery Production
When the production of wells producing to a battery is commingled before measurement, the production
must be prorated among the individual wells in the battery based on the proration factor.
Sample Worksheets
Under Part 12 of the OGCR, you must retain the required data for one year. You may keep the
information in a worksheet format that works best for you. Do not send the worksheets to the AER. The
AER will request the data if necessary. Tables 7 to 9 show some sample worksheet formats.
Table 7. Sample well test calculation worksheet
Test date
Test production
Day Month Oil
Gas
00/06–01–001–01W4/0
25
05
12
21
06
07
07
07
9.05
8.85
9.40
9.15
1.35
1.28
1.51
1.67
Water
Estimated
production
Test rate per hour
Test
c
duration
Oil
0.3771
0.3688
0.3917
0.3819
Gas
0.0563
0.0533
0.0629
0.0696
Hours of
Water production
0.1471
0.1358
0.1242
0.1521
Total
Oil Gas
Water
96 36.2 5.4
168 62.0 9.0
216 84.5 13.6
264 100.7 18.4
744 283.4 46.4
14.1
22.8
26.8
40.2
103.9
3.53
3.26
2.98
3.65
24.00
24.00
24.00
24.00
4.15
4.50
4.10
5.00
4.10
24.00 0.2104 0.0396 0.1729
48.00 0.2406 0.0490 0.1792
48
336
10.1 1.9
80.8 16.5
8.3
60.2
25.50 0.2357 0.0451 0.1961
22.75 0.2374 0.0435 0.1802
Total
168 39.6 7.6
192 45.6 8.4
744 176.1 34.4
32.9
34.6
136.0
00/08–01–001–01W4/0
28
a
03
a
04
17
24
06
07
07
07
07
5.05
5.85
5.70
6.01
5.40
0.95
1.25
1.10
1.15
0.99
(cont’d)
a
Tests on July 3 and 4 were comparable (i.e., no operation changes). Therefore, the results are totalled and used as one 48-hour test.
b
Tests on July 1 and 2 were not comparable due to operation changes (e.g., choke/pump speed). Therefore, they are used as separate 24-hour tests.
c
Test duration is reported to the nearest quarter hour (record hours to 2 decimal places—e.g., 2 hrs, 45 min, will be entered as 2.75 hrs).
70 Manual 011: How to Submit Volumetric Data to the AER
Alberta Energy Regulator
Table 7. Sample well test calculation worksheet (cont’d)
00/16–01–001–01W4/0
b
01
b
02
07
19
28
07
07
07
07
07
1.80
4.00
3.95
4.25
4.65
1.10
2.00
1.95
2.05
2.00
2.20
5.00
4.95
5.05
5.50
24.00
24.00
23.00
26.00
27.75
0.0750
0.1667
0.1717
0.1635
0.1676
0.0458
0.0833
0.0848
0.0788
0.0721
0.0917
0.2083
0.2152
0.1942
0.1982
Total
24
1.8
120 20.0
288 49.4
216 35.3
96 16.1
744 122.6
1.1
10.0
24.4
17.0
6.9
59.4
a
Tests on July 3 and 4 were comparable (i.e., no operation changes). Therefore, the results are totalled and used as one 48-hour test.
b
Tests on July 1 and 2 were not comparable due to operation changes (e.g., choke/pump speed). Therefore, they are used as separate 24-hour tests.
c
Test duration is reported to the nearest quarter hour (record hours to 2 decimal places—e.g., 2 hrs, 45 min, will be entered as 2.75 hrs).
2.2
25.0
62.0
41.9
19.0
150.1
To determine estimated production of each well from the test data:
1) Enter the following test data on the worksheet:
•
Test date
•
Test production of crude oil/bitumen, gas, and water volumes. Round values entered to a
minimum of two decimal places.
•
The last test production from the previous month as the first test for the reporting month. You will
then enter the test production for the reporting month.
•
Test duration. Round the duration entered to the nearest quarter hour (i.e., record hours to two
decimal places). For example, 2 hours and 45 min will be entered as 2.75 hours.
2) Calculate the test rate per hour for oil, gas, and water using the calculation below. Once calculated,
round the test rate per hour to a minimum of 4 decimal places and enter it on the worksheet.
Rate per hour = test production ÷ test duration
3) Calculate the hours of production for each test rate during the reporting month as noted below.
Include only the hours of prorated production. Once calculated, round the hours to the nearest hour
and enter them on the worksheet.
•
add hours of production from the first of the month to the start of the next test
•
add hours of production from the start of one test to the start of the next test
4) Calculate the estimated production of oil, gas, and water for each test rate using the calculation below.
Once calculated, round the values to one decimal place and enter them on the worksheet.
Estimated production = test rate per hour × hours produced
5) Calculate the totals for each well as noted below. Once calculated, enter the totals on the worksheet.
•
add the hours produced for each test rate
•
add the estimated production of oil, gas, and water
Manual 011: How to Submit Volumetric Data to the AER 71
Alberta Energy Regulator
Table 8. Sample monthly production worksheet
a
Estimated production
Oil
Gas
Water
Well identifier
283.4
46.4
103.9
744
274.3
48.1
103.8
ABWI100080100101W400
176.1
34.4
136.0
744
170.5
35.6
135.9
ABWI100160100101W400
122.6
59.4
150.1
744
118.7
61.5
149.9
0.96805
b
Water
ABWI100060100101W400
Proration factors
Oil
a
Production
Oil
Gas
Hours
Gas
Water
1.03566
0.99897
Total estimated
Oil
Gas
Water
582.1
140.2
b
Total battery production
Oil
Gas
Water
390.0
563.5
145.2
389.6
The total estimated production for the well from the previous worksheet.
The total prorated battery production from production reports.
To determine the monthly production volumes for each well:
1) Enter the total battery production from the production reports.
2) Calculate the total estimated battery production for oil, gas, and water using the calculation below.
Once calculated enter the totals for oil, gas, and water on the worksheet.
Total estimated production = sum of the wells’ total estimated production
3) Calculate the proration factor for oil, gas, and water. Once calculated, round each of the proration
factors to five decimal places and enter them on the worksheet.
Proration factor = total prorated production ÷ total estimated production
4) Calculate monthly production volumes for oil, gas, and water as shown below. Enter each volume on
the worksheet.
•
Monthly oil volume = well estimated oil volume × oil proration factor
•
Monthly gas volume = well estimated gas volume × gas proration factor
•
Monthly water volume = well estimated water volume × water proration factor
5) Check that the total well production equals the total battery production for oil, gas, and water. Round
the well production to one decimal place.
Table 9. Monthly reporting
From/To
Activity Hours Product Volume
ABWI100060100101W400 PROD
744
Oil 274.3
ABWI100060100101W400
PROD
Gas
48.1
ABWI100060100101W400
PROD
Water
103.8
ABWI100080100101W400
PROD
ABWI100080100101W400
PROD
ABWI100080100101W400
PROD
ABWI100160100101W400
PROD
744
744
Oil
170.5
Gas
35.6
Water
135.9
Oil
118.7
(cont’d)
72 Manual 011: How to Submit Volumetric Data to the AER
Alberta Energy Regulator
Table 9. Monthly reporting (cont’d)
From/To
Activity Hours Product Volume
ABWI100160100101W400
PROD
Gas
61.5
ABWI100160100101W400
PROD
Water
149.9
Proration factors
Oil
Gas
Water
0.96805
1.03566
0.99897
1) Report for each well the activity, hours, product, and volume. Report the total hours only once for
each well.
2) Report the proration factor for each product.
Do not send the total battery production volumes to PETRINEX. It will calculate those volumes for each
product using the well production volumes.
Gas Lift
For wells using gas lift operations to report for the test date, determine test gas volumes by subtracting the
volume of gas injected during the test period from the total volume of gas recorded during the test period.
Determine appropriate corrections for gas in solution with the oil and add that to the test gas volume.
Manual 011: How to Submit Volumetric Data to the AER 73
Alberta Energy Regulator
Appendix 5
Gas Measurement Exemptions for Crude Oil and Crude
Bitumen Batteries
Gas at a crude oil or crude bitumen battery can be measured and reported in a number of ways. Two
methods are shown in the worksheets below. You may use your own worksheet format. Tables 10 to 14
show some sample formats you can use.
Under Part 12 of the Oil and Gas Conservation Rules you must retain the required data for one year and
make it available to the AER upon request. For further details on when gas measurement exemption is
allowed, see section 4.3.5 of Directive 017: Measurement Requirements for Oil and Gas Operations.
Failure to report gas volumes correctly is subject to escalating consequences, as described in Directive
019.
Table 10. Sample monthly production worksheet—oil and water
Test date
Test production
Day
Oil
Month
Gas
Water
Test
a
duration
Test rate per hour
Oil
Gas
Hours of Estimated production
Water production Oil
Gas
Water
00/06–01–001–01W4/0
25
06
9.05
3.53
24.00 0.3771
0.1471
96
36.2
14.1
05
07
8.85
3.26
24.00 0.3688
0.1358
168
62.0
22.8
12
07
9.40
2.98
24.00 0.3917
0.1242
216
84.5
26.8
21
07
9.15
3.65
24.00 0.3819
0.1521
264
100.7
40.2
744
283.4
10.9
Total
00/08–01–001–01W4/0
28
06
5.05
4.15
24.00 0.2104
0.1729
48
10.1
8.3
03
07
5.85
4.50
48.00 0.2406
0.1792
336
80.8
60.2
04
07
5.70
4.10
17
07
6.01
5.00
25.50 0.2357
0.1961
168
39.6
32.9
24
07
5.40
4.10
22.75 0.2374
0.1802
192
45.6
34.6
744
176.1
136.0
Total
00/16–01–001–01W4/0
01
07
1.80
2.20
24.00
0.0750
0.0917
24
1.8
2.2
02
07
4.00
5.00
24.00
0.1667
0.2083
120
20.0
25.0
07
07
3.95
4.95
23.00
0.1717
0.2152
288
49.4
62.0
19
07
4.25
5.05
26.00
0.1635
0.1942
216
35.3
41.9
28
07
4.65
5.50
27.75
0.1676
0.1982
Total
aTest
96
16.1
19.0
744
122.6
150.1
duration is reported to the nearest quarter hour (record hours to 2 decimal places—e.g., 2 hrs, 45 min, will be entered as 2.75 hrs).
Method 1: Exemption from Total Gas Measurement at a Battery
When the gas production is exempt from measurement at the battery, calculate the individual well’s actual
gas production using the well’s gas-oil ratio (GOR).
74 Manual 011: How to Submit Volumetric Data to the AER
Alberta Energy Regulator
Table 11. Sample monthly production worksheet
Estimated production
Well identifier
Production
Water
Hours
Oil
Gas
Water
ABWI100060100101W400
a
283.4
Oil
103.9
744
274.3
48.1
103.8
ABWI100080100101W400
b
176.1
136.0
744
170.5
35.6
135.9
ABWI100160100101W400
c
122.6
150.1
744
118.7
61.5
149.9
Proration factors
Gas
Total estimated
Total battery production
Oil
Gas
Water
Oil
Gas
Water
Oil
Gas
Water
0.96805
1.00000
0.99897
582.1
145.2
390.0
563.5
145.2
389.6
Well 6-1 GOR = 0.17535.
a
b
Well 8-1 GOR = 0.20879.
c
Well 16-1 GOR = 0.51811.
1) Calculate the well gas production using the calculation below. Enter the gas volume. If the well gas
production is less than 0.1 103 m3, enter 0.0.
3
3
3
Well gas production (10 m ) = well prorated oil production volume (m ) × GOR
2) Calculate the total prorated battery gas. Enter the value on the worksheet.
a) Total prorated gas = sum of wells’ gas production. Enter the total prorated battery gas.
b) Total gas estimate = total prorated gas. Enter the total gas estimate.
c) Gas proration factor = 1.00000. Enter the gas proration factor.
Table 12. Sample monthly production
From/To
Activity Hours
Product
Volume
Oil
274.3
ABWI100060100101W400
PROD
744
ABWI100060100101W400
PROD
Gas
48.1
ABWI100060100101W400
PROD
Water
103.8
ABWI100080100101W400
PROD
Oil
170.5
ABWI100080100101W400
PROD
Gas
35.6
ABWI100080100101W400
PROD
Water
135.9
ABWI100160100101W400
PROD
Oil
118.7
ABWI100160100101W400
PROD
Gas
61.5
ABWI100160100101W400
PROD
Water
149.9
744
744
Proration factors
Oil
Gas
Water
0.96805
1.00000
0.99897
•
Report for each well the activity, hours, product, and volume. Report the total hours only once for
each well.
•
Report the proration factor for each product.
Manual 011: How to Submit Volumetric Data to the AER 75
Alberta Energy Regulator
Do not send the total battery production volumes to PETRINEX. It will calculate those volumes for each
product using the well production volumes.
Method 2: Exemption from Test Gas Measurement at a Well
When the gas production from the wells is exempt from measurement, calculate the individual well’s
estimated production using the well’s GOR.
Calculate the estimated production of crude oil/bitumen and water as described in method 1 above.
1) Calculate the estimated well production for gas. Once calculated, enter the value on the worksheet.
3
3
3
3
3
3
Well estimated gas production (10 m ) = well estimated oil production volume (m ) × GOR (10 m /m )
To determine the monthly production volumes for each well enter the total battery production from
the production reports.
2) Calculate the total estimated battery production for oil, gas, and water. Once calculated, enter each of
the values on the worksheet.
Total estimated production = sum of the wells’ total estimated production.
3) Calculate the proration factor for oil, gas, and water. Round each of the proration factors to five
decimal places and enter them on the worksheet.
Proration factor = total prorated production ÷ total estimated production
4) Calculate monthly production volumes for oil, gas, and water. Once calculated, enter each of the
values on the worksheet.
•
Monthly oil volume = well estimated oil volume × oil proration factor
•
Monthly gas volume = well estimated gas volume × gas proration factor
•
Monthly water volume = well estimated water volume × water proration factor
5) Check that total well production equals total battery production for oil, gas, and water. Adjust well
production for rounding.
•
Sum of prorated well production for each column = total battery production
76 Manual 011: How to Submit Volumetric Data to the AER
Alberta Energy Regulator
Table 13. Sample monthly production worksheet
Estimated production
Oil
Gas
Water
283.4
49.7
103.9
Well identifier
a
ABWI100060100101W400
Hours
744
ABWI100080100101W400
b
176.1
36.8
136.0
744
ABWI100160100101W400
c
122.6
63.5
150.1
744
Proration Factors
Oil
0.96805
Gas
Water
0.96811
0.99897
Total estimated
Oil
Gas
Water
582.1
150.0
Activity
Hours
Product
Volume
ABWI100060100101W400
PROD
744
ABWI100060100101W400
PROD
ABWI100060100101W400
PROD
ABWI100080100101W400
PROD
ABWI100080100101W400
PROD
Gas
35.6
ABWI100080100101W400
PROD
Water
135.9
ABWI100160100101W400
PROD
Oil
118.7
ABWI100160100101W400
PROD
Gas
61.5
ABWI100160100101W400
PROD
Water
149.9
a
Well 6-1 GOR = 0.17535.
b
Well 8-1 GOR = 0.20879.
c
Well 16-1 GOR = 0.51811.
d
The total battery production from production reports.
390.0
Production
Oil
Gas
274.3
48.1
Water
103.8
170.5
35.6
135.9
118.7
61.5
149.9
d
Total battery production
Oil
Gas
Water
563.5
145.2
389.6
Table 14. Sample monthly production
From/to
Oil
274.3
Gas
48.1
Water
103.8
Oil
170.5
744
744
Proration factors
Oil
Gas
Water
0.96805
0.96811
0.99897
•
Report for each well the activity, hours, product, and volume. Report the total hours only once for
each well.
•
Report the proration factor for each product.
Do not send the total battery production volumes to PETRINEX. It will calculate those volumes for each
product using the well production volumes.
Manual 011: How to Submit Volumetric Data to the AER 77
Alberta Energy Regulator
Appendix 6
Custom Treater Facility
A custom treater produces no product, but rather accepts oil/water emulsion from producers in the
surrounding area. The facility separates the oil and water and allocates actual volumes back to each
producer’s facility based on estimated volumes delivered. The oil is either delivered to a pipeline, usually
via a terminal, or returned to the producer. Water is delivered to an injection facility for disposal.
No receipts of clean oil or free water are to be reported at the custom treater.
Allocation Calculations
Determining Inventories
To allocate product volumes to producers equitably and to account for unprocessed product on hand at the
beginning of each month, it is necessary that a determination be made to provide an accurate estimate of
the volume of oil and water held in unprocessed emulsions. This matter can be simplified by minimizing
inventory as part of production practices.
The preferred method of making this determination is to take samples (top, middle, and bottom) from the
emulsions tanks using a thief sampler. A second method, which is also acceptable, is the use of a ratio of
oil to water as estimated during receipt of the last trucked-in volumes relating the emulsion volume held
in inlet tanks.
Example—Ratio of oil to water from trucked-in volumes
An inlet tank contains 38 m3 of emulsion. The last truckloads of emulsion received at the facility are as
follows:
•
Last truck—15 m3 emulsion, 7.1% water cut
•
Last truck 1—12 m3 emulsion, 12.6% water cut
•
Last truck 2—14 m3 emulsion, 11.5% water cut
Total emulsion received from the last three truckloads is 41 m3. The total from the last three loads is
greater than the volume of emulsion remaining in the inlet tank. It is assumed that emulsion in the inlet
tank came from these three truckloads.
1) Calculate the actual oil and water, for inventory purposes, in the inlet tank as follows:
•
Determine the water volume held in each truck:
−
Last truck 15 m3 x 7.1% = 1.1 m3
−
Last truck 1—12 m3 x 12.6% = 1.5 m3
−
Last truck 2—14 m3 x 11.5% = 1.6 m3
−
Total water volume in inlet tank = 4.2
78 Manual 011: How to Submit Volumetric Data to the AER
Alberta Energy Regulator
•
Determine the water cut percentage:
−
Total emulsion received from the last three loads is 41 m3
−
Total water in the last three loads is 4.2 m3
3
Water cut percentage = 4.2 m x 100
3
41 m
= 10.2%
•
Determine the water volume in inlet tank:
Water volume in inlet tank = (total emulsion in inlet tank) x (water cut percentage)
3
= 38 m x 10.2%
3
= 3.9 m
•
Determine oil volume in inlet tank:
Oil volume in inlet tank = (total emulsion in inlet tank) – (total water volume in inlet tank)
3
3
= 38 m – 3.9 m
3
= 34.1 m
2) Calculate inventory
•
Closing oil inventory = (treated oil in sales tank) + (oil in emulsion in inlet tank)
•
Closing water inventory = (treated water in outlet tank) + (water in emulsion in inlet tank)
Calculating Actual Receipts
These steps are for calculating actual receipts. Data for the example calculations that follow are from
table 15.
Table 15. Sample effluent receipts worksheet
Estimated receipts
3
3
Oil (m )
Water (m )
Actual receipts
3
3
Oil (m )
Water (m )
Operator
Facility ID
0123
ABBT1234567
22.5
7.5
18.9
8.9
0ABC
ABBT1234568
88.5
95.1
74.4
113.4
0XYZ
ABBT1234569
63.2
11.0
53.1
13.1
0456
ABBT1234560
88.8
3.4
74.7
4.1
0MNO
ABBT1234570
37.2
11.9
31.3
14.2
0789
ABBT1234571
184.5
421.2
155.8
502.2
0123
ABBT1234572
48.8
8.5
41.0
10.1
0456
ABBT1234573
96.3
43.2
80.9
51.5
0KLM
ABBT1234574
62.4
10.1
52.5
12.1
Estimated
receipts
Actual
receipts
Opening
inventory
Closing
inventory
Total
disposition
Allocation
factor
Oil
693.1
582.6
134.3
106.5
610.4
0.84057
Water
611.9
729.6
49.6
64.0
715.2
0.19235
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Actual oil receipts calculation
Actual oil receipts = oil dispositions + oil closing inventory – oil opening inventory
3
3
= 610.4 m + 106.5 m 134.3 m
= 582.6 m
3
3
Actual water receipts calculation
Actual water receipts = water dispositions + oil closing inventory – oil opening inventory
3
3
= 715.2 m + 64.0 m – 49.6 m
= 729.6 m
3
3
Calculating Proration (Allocation) Factors
Oil proration factor calculation
Oil proration factor = actual oil receipts ÷ estimated oil receipts
3
3
= 582.6 m ÷ 693.1 m
= 0.84057
Water proration factor calculation
Water proration factor = actual water receipts ÷ estimated water receipts
3
3
= 729.6 m ÷ 611.9 m
= 1.19235
Calculating Actual Receipts by Facility
Actual oil receipt calculation
Actual oil receipt = estimated oil receipt x oil proration factor
3
= 22.5 m x 0.84057
3
= 18.9 m
The actual oil receipt is calculated for each receipt line.
Actual water receipt calculation
Actual water receipt = estimated water receipt x water proration factor
3
= 7.5 m x 1.19235
3
= 8.9 m
The actual water receipt is calculated for each receipt line. Round the result to one decimal place.
Calculating the Actual Receipt Total
The sum of facility actual receipts must equal the total actual receipt volume.
80 Manual 011: How to Submit Volumetric Data to the AER
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Appendix 7
Well Statuses
If your well does not fall under any of the below well statuses due to new operations, contact the AER
PA Help Desk at 403-297-8952 (ext. 3) to discuss the possible need for a new well status.
Well status
Description
Crude oil flowing
For a well that produces a mixture mainly of pentanes and heavier hydrocarbons that is
recovered from an underground reservoir in which the hydrocarbon system is liquid or exhibits a
bubble point on reduction of pressure. The fluids are produced to surface through natural
reservoir drive mechanisms, usually formation pressure.
Crude oil pumping
For a well that produces a mixture mainly of pentanes and heavier hydrocarbons that is
recovered from an underground reservoir in which the hydrocarbon system is liquid or exhibits a
bubble point on reduction of pressure. The fluids are produced with the assistance of
mechanical equipment (e.g., pump jack, downhole pump, or plunger lift) to lift fluids to the
surface.
Crude oil gas lift
For a well that produces a mixture mainly of pentanes and heavier hydrocarbons that is
recovered from an underground reservoir in which the hydrocarbon system is liquid or exhibits a
bubble point on reduction of pressure. The fluids are produced into the tubing/annulus with the
assistance of injected gas alone or in conjunction with mechanical equipment.
Crude oil cyclical
For a well that produces a mixture mainly of pentanes and heavier hydrocarbons that is
recovered from an underground reservoir in which the hydrocarbon system is liquid or exhibits a
bubble point on reduction of pressure. The fluids are produced with the assistance of steam
injection. The steaming and producing are performed in alternating cycles.
Crude oil drilling
and completing
For a well that is expected to produce a mixture mainly of pentanes and heavier hydrocarbons
that is recovered from an underground reservoir in which the hydrocarbon system is liquid or
exhibits a bubble point on reduction of pressure. The fluids are produced during drilling and/or
completion operations such as swabbing or drillstem testing. This status can only be used prior
to commencement of regular production or injection and only to report volumetric data for three
months. Hours cannot be reported.
Crude oil potential
For a well that is expected to produce a mixture mainly of pentanes and heavier hydrocarbons
that is recovered from an underground reservoir in which the hydrocarbon system is liquid or
exhibits a bubble point on reduction of pressure. The fluids are produced after drilling
operations have been completed but prior to the well being placed on production. This status is
used when a well has load fluid activities to be reported. Gas and/or water production can be
reported, and hours must be reported if gas or water production activity is reported.
Crude bitumen
flowing
For a well that produces a naturally occurring viscous mixture consisting of hydrocarbons
heavier than pentane with other contaminants (e.g., sulphur compounds), which in its natural
state will not flow. The fluids are produced to surface through natural reservoir drive
mechanisms.
Crude bitumen
pumping
For a well that produces a naturally occurring viscous mixture consisting of hydrocarbons
heavier than pentane with other contaminants (e.g., sulphur compounds), which in its natural
state will not flow. The fluids are produced with the assistance of mechanical equipment (e.g.
pump jack, downhole pump, or plunger lift) to lift fluids to the surface.
Crude bitumen
drilling and
completing
For a well that is expected to produce a naturally occurring viscous mixture consisting of
hydrocarbons heavier than pentane with other contaminants (e.g., sulphur compounds), which
in its natural state will not flow. The fluids are recovered during drilling operations such as
swabbing or drillstem testing. This status can only be used prior to a drilled and cased well
status and only to report volumetric data for one month. Hours cannot be reported.
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Well status
Description
Crude bitumen
potential
For a well that is expected to produce a naturally occurring viscous mixture consisting of
hydrocarbons heavier than pentane with other contaminants (e.g., sulphur compounds), which
in its natural state will not flow. The fluids are produced after drilling operations have been
completed but prior to the well being placed on production. This status is used when a well has
load fluid activities to be reported. Gas and/or water production can be reported. Hours must be
reported if gas or water production activity is reported.
Crude bitumen
cyclical
For a well that produces a naturally occurring viscous mixture consisting of hydrocarbons
heavier than pentane with other contaminants (e.g., sulphur compounds), which in its natural
state will not flow and require steam to be injected to produce the hydrocarbons. The steaming
and producing are performed in alternating cycles.
Gas cyclical
For a well that produces a mixture of primarily raw or marketable gas or any constituent of raw
gas, condensate, crude bitumen, or crude oil that is recovered in processing but is gaseous
when its volume is measured or estimated. The products are produced with the assistance of
gas injection. The injecting and producing are performed in alternating cycles.
Gas flowing
For a well that produces a mixture primarily of raw or marketable gas or any constituent of raw
gas, condensate, crude bitumen, or crude oil that is recovered in processing but is gaseous
when its volume is measured or estimated. The fluids are produced to surface through natural
reservoir drive mechanisms, usually formation pressure.
Gas pumping
For a well that produces a mixture primarily of raw or marketable gas or any constituent of raw
gas, condensate, crude bitumen, or crude oil that is recovered in processing but is gaseous
when its volume is measured or estimated. The fluids are produced with the assistance of
mechanical equipment (e.g., pump jack, downhole pump, plunger lift etc.) to lift fluids to the
surface.
Gas storage
For a well that both injects and produces a mixture primarily of raw or marketable gas into a
storage reservoir or cavern.
Gas injection
For a well that injects a mixture primarily of raw or marketable gas into a reservoir in
accordance with an AER-approved enhanced recovery, experimental, or pilot scheme.
Gas testing
For a well that is expected to produce a mixture primarily of raw or marketable gas or any
constituent of raw gas, condensate, crude bitumen, or crude oil that is recovered in processing
but is gaseous when its volume is measured or estimated. The fluids are produced after the
drilling operations have been completed but prior to the well being placed on production. For
each gas testing well status, oil/condensate, gas, and water can be reported for three
consecutive months and hours must be reported.
Gas test completed For a well that has tested for a three month period. If you require a volumetric submission
beyond the three months, you must change the well’s status to “Gas Test Completed” for one
day and then change the well’s status back to testing for another three months.
Gas drilling and
completing
For a well that is expected to produce a mixture primarily of raw or marketable gas or any
constituent of raw gas, condensate, crude bitumen, or crude oil that is recovered in processing
but is gaseous when its volume is measured or estimated. The fluids are recovered during
drilling operations such as swabbing or drillstem testing. This status can only be used prior to a
drilled and cased well status and only to report volumetric data for one month. Hours cannot be
reported.
Water injection
A well that injects water, either water from a freshwater source or from produced water, into a
reservoir in accordance with an AER-approved enhanced recovery, experimental, or pilot
scheme.
Water disposal
For a well used for the disposal of produced water into a reservoir or aquifer in accordance with
an AER approval.
Water source
For a well used to produce water that is used in an enhanced recovery, experimental, or pilot
project scheme but is not used for domestic water use.
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Well status
Description
Water drilling and
completing
For a well that is expected to be used for injection or disposal as part of an AER approval. The
fluids are injected during drilling operations such as swabbing or drillstem testing. This status
can only be used prior to a drilled and cased well status and only to report volumetric data for
one month. Hours cannot be reported.
Water potential
For a well that is expected to be used for injection or disposal as part of an AER approval. The
fluids are injected after drilling operations have been completed but prior to the well being
placed on injection. Hours must be reported if injection activity is reported. This status can also
be used when a well has load fluid activities to be reported.
Steam injection
For a well that injects water in the vapour phase or a combination of liquid and vapour phases
into a reservoir in accordance with an AER-approved enhanced recovery, experimental, or pilot
scheme.
Air injection
For a well that injects a mixture of colourless, tasteless, invisible gases that surround the earth
and are composed of mainly nitrogen and oxygen molecules into a reservoir in accordance with
an AER-approved enhanced recovery, experimental, or pilot scheme.
Carbon dioxide
(CO2) injection
For a well that injects a pure gaseous or liquid compound chemically composed of one carbon
atom and two oxygen atoms (CO2) into a reservoir in accordance with an AER-approved
enhanced recovery, experimental, or pilot scheme.
Nitrogen injection
For a well that injects a pure gaseous or liquid component chemically composed of two nitrogen
atoms (N2) into a reservoir in accordance with an AER-approved enhanced recovery,
experimental, or pilot scheme.
Acid gas disposal
For a well used for the disposal of a poisonous and corrosive gas mixture consisting of
hydrogen sulphide (H2S) and carbon dioxide (CO2) in varying concentrations into a reservoir or
aquifer in accordance with an AER approval. An acid gas may also contain small amounts of
other components in the mixture.
Steam-assisted
gravity drain
(SAGD)
For a well that produces a naturally occurring viscous mixture consisting of hydrocarbons
heavier than pentane with other contaminants (e.g., sulphur compounds), which in its natural
state will not flow and requires the assistance of thermal heating by steam.
Solvent injection
For a well used for the disposal of a mixture of natural gas liquids and/or gases used for
miscible enhanced recovery purposes.
Waste disposal
For a well that disposes an unwanted fluid or mixture of fluids that results from the construction,
operation, or reclamation of a well site, oil or gas battery, gas plant, compressor station, crude
oil terminal, pipeline, gas gathering system, heavy oil site, oil sands site, or related facility into a
reservoir or aquifer in accordance with an AER approval.
Waste industrial
For a well used for the disposal of processing wastes from a refinery or chemical plant or brine
from preparation or operation of a storage cavern in accordance with an AER approval.
Suspended
(all combinations)
For a well in which production or injection operations have ceased for an indefinite period of
time. A well licensee is required to suspend a well within 12 months after the last production or
injection has occurred. The exception is if the well is produced only to supply a seasonal
market, is shut in to make up overproduction, or the well type code is “observation.”
• A well that has been suspended is not required to report. The only valid activity is
SHUTIN.”
• A well that is approved for “deliveries equals production” should not be suspended until all
production has been allocated to the well.
• Do not change a well status to “suspended” if it is required to be shut in while working off
overproduction.
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Well status
Description
Commingled
For a well completed in two or more pools that has had an AER MU order issued permitting
production from the pools without segregation or permitting prorated production from the pools
in the wellbore. A well event that is commingled cannot be used to report production
volumes, too.
Observation
For a well used to monitor performance in an oil or gas reservoir, oil sands deposit, or aquifer.
Training
For a well used for training purposes only.
Farm
For a well used to supply hydrocarbons or water to a farm for utility purposes.
Brine
For a well used to produce or inject water containing a high concentration of salts and
associated with a cavern storage facility.
Brine flowing
For a well that produces saline or brackish water (more than 4000 milligrams per litre [mg/L] of
total dissolved solids). Brine source wells are licensed and drilled for the purpose of producing
brine for non-oilfield related purposes. The fluids are produced to surface through natural
reservoir mechanisms or formation pressure.
Brine pumping
For a well that produces saline/brackish water (more than 4000 milligrams per litre [mg/L] of
total dissolved solids. Brine source wells are licensed and drilled for the purpose of producing
brine for non-oilfield related purposes. The fluids are produced with the assistance of
mechanical equipment (e.g., pump jack, downhole pump, plunger lift etc.) to lift fluids to the
surface.
Liquid petroleum
gas (LPG) storage
For a well that is used to inject LPG to a cavern for storage. Natural gas mixture is composed of
mainly ethane, propane, and butanes, with small amounts of pentanes plus in any combination.
The fluid is usually gaseous under atmospheric conditions but becomes a liquid under
pressure.
Shale gas only
flowing
For a well that is completed in shales only. Wells producing from the following formations are
considered potential shale gas only wells: Muskwa, Duvernay, Ireton, Fort Simpson, Exshaw,
Fernie, Rierdon, Moosebar, Wilrich, Joli Fou, Harmon, Shaftesbury, Blackstone, Wapiabi,
Kaskapau, Muskiki, Lea Park, Pakowki, Battle, Fish Scale, Second White Speckled Shale,
Colorado Shale, and First White Speckled Shale.
Shale gas only
pumping
For a well that is completed in shale(s) only. The fluids are produced with the assistance of
mechanical equipment (e.g. pump jack, downhole pump, plunger lift etc.) to lift fluids to the
surface. Wells that are producing from the following formations are considered to be potential
shale gas only wells: Muskwa, Duvernay, Ireton, Fort Simpson, Exshaw, Fernie, Rierdon,
Moosebar, Wilrich, Joli Fou, Harmon, Shaftesbury, Blackstone, Wapiabi, Kaskapau, Muskiki,
Lea Park, Pakowki, Battle, Fish Scale, Second White Speckled Shale, Colorado Shale, and
First White Speckled Shale.
Shale gas only
testing
For a well completed in shales only. The fluids are produced after the drilling operations have
been completed but before the well is placed on production. For each testing status,
oil/condensate, gas, and water can be reported for three consecutive months and hours must
be reported. Wells producing from the following formations are considered potential shale gas
only wells: Muskwa, Duvernay, Ireton, Fort Simpson, Exshaw, Fernie, Rierdon, Moosebar,
Wilrich, Joli Fou, Harmon, Shaftesbury, Blackstone, Wapiabi, Kaskapau, Muskiki, Lea Park,
Pakowki, Battle, Fish Scale, Second White Speckled Shale, Colorado Shale, and First White
Speckled Shale.
Shale gas only test
completed
For a well that has tested for a three-month period. If you require a volumetric submission
beyond the three months, you must change the well’s status to “Test Completed” for one day
and then change the well’s status back to testing for another three months.
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Well status
Description
Shale gas only
drilling and
completing
For a well that is completed in shales only. The fluids are recovered during drilling operations
such as swabbing or drillstem testing. This status can only be used before a drilled and cased
status and only to report volumetric data for one month. Hours cannot be reported. Wells
producing from the following formations are considered potential shale gas only wells: Muskwa,
Duvernay, Ireton, Fort Simpson, Exshaw, Fernie, Rierdon, Moosebar, Wilrich, Joli Fou,
Harmon, Shaftesbury, Blackstone, Wapiabi, Kaskapau, Muskiki, Lea Park, Pakowki, Battle, Fish
Scale, Second White Speckled Shale, Colorado Shale, and First White Speckled Shale.
Shale gas and
other sources
testing
For a well that is completed in both shales and other lithology; not including coals. For each
testing status, oil/condensate, gas, and water can be reported for three consecutive months
and hours must be reported. Perforations in the following formations/members are mainly nonmarine and/or have low organic contents and are not considered to contain shale gas but are
other lithology: Whyte, Snake Indian, Stephen, Earlie, Deadwood, Sullivan, Bison Creek, and
Whitemud.
Shale gas and
other sources test
completed
For a well that has tested for a three month-period. If you require a volumetric submission
beyond the three months, you must change the well’s status to “Test Completed” for one day
and then change the well’s status back to testing for another three months.
Shale gas and
other sources
drilling and
completing
For a well that is completed in both shales and other lithology, not including coals. The fluids
are recovered during drilling operations such as swabbing or drillstem testing. This status can
only be used prior to a drilled and cased status and only to report volumetric data for one
month. Hours cannot be reported. Perforations in the following formations and members are
mainly non-marine and/or have low organic contents and are not considered to contain shale
gas but are other lithology: Whyte, Snake Indian, Stephen, Earlie, Deadwood, Sullivan, Bison
Creek, and Whitemud.
Shale gas and
other sources
flowing
For a well that is completed in both shales and other lithology, not including coals. Perforations
in the following formations and members are mainly non-marine and/or have low organic
contents and are not considered to contain shale gas but are other lithology: Whyte, Snake
Indian, Stephen, Earlie, Deadwood, Sullivan, Bison Creek, and Whitemud.
Shale gas and
other sources
pumping
For a well that is completed in both shales and other lithology, not including coals. The fluids
are produced with the assistance of mechanical equipment (e.g., pump jack, downhole pump,
plunger lift etc.) to lift fluids to the surface. Perforations in the following formations and members
are mainly non-marine and/or have low organic contents and are not considered to contain
shale gas but are other lithology: Whyte, Snake Indian, Stephen, Earlie, Deadwood, Sullivan,
Bison Creek, and Whitemud.
CBM & shale &
other sources
(CBMSOT) flowing
For a well that is completed in coals, shales, and other lithology (e.g., sandstone). The AER
defines coal in Section 1.020(2)(3.1) of the OGCR as “a lithostratigraphic unit having 50% or
greater by weight organic matter and being thicker than 0.30 metres.” Perforations in the
following organic horizons are not considered to contain shale gas: Glauconitic, Upper Manville
(and Provost equivalents), Foremost, Oldman, Dinosaur Park, Horseshoe Canyon, Scollard,
and Paskapoo.
CBM & shale &
other sources
(CBMSOT)
pumping
For a well that is completed in coals, shales, and other lithology (e.g., sandstone). The fluids
are produced with the assistance of mechanical equipment (e.g., pump jack, downhole pump,
plunger lift etc.) to lift fluids to the surface. The AER defines coal in Section 1.020(2)(3.1) of the
OGCR as “a lithostratigraphic unit having 50% or greater by weight organic matter and being
thicker than 0.30 metres.” Perforations in the following organic horizons are not considered to
contain shale gas: Glauconitic, Upper Manville (and Provost equivalents), Foremost, Oldman,
Dinosaur Park, Horseshoe Canyon, Scollard, and Paskapoo.
CBM & shale &
other sources
(CBMSOT) testing
For a well that is completed in coals, shales, and other lithology (e.g., sandstone). For each
testing status oil/condensate, gas, and water can be reported for three consecutive months and
hours must be reported. The AER defines coal in Section 1.020(2)(3.1) of the OGCR as “a
lithostratigraphic unit having 50% or greater by weight organic matter and being thicker than
0.30 metres.” Perforations in the following organic horizons are not considered to contain shale
gas: Glauconitic, Upper Manville (and Provost equivalents), Foremost, Oldman, Dinosaur Park,
Horseshoe Canyon, Scollard, and Paskapoo.
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Well status
Description
CBM & shale &
other sources
(CBMSOT) test
completed
For a well that has tested for a three-month period. If you require a volumetric submission
beyond the three months, you must change the well’s status to “Test Completed” for one day
and then change the well’s status back to testing for another three months.
CBM & shale &
other sources
(CBMSOT) drilling
and completing
For a well that is completed in coals, shales, and other lithology (e.g., sandstone). The fluids
are recovered during such drilling operations as swabbing or drillstem testing. This status can
only be used prior to a drilled and cased status and only to report volumetric data for one
month. Hours cannot be reported. The AER defines coal in Section 1.020(2)(3.1) of the OGCR
as “a lithostratigraphic unit having 50% or greater by weight organic matter and being thicker
than 0.30 metres.” Perforations in the following organic horizons are not considered to contain
shale gas: Glauconitic, Upper Manville (and Provost equivalents), Foremost, Oldman,
Dinosaur Park, Horseshoe Canyon, Scollard, and Paskapoo.
Coalbed MethaneCoals Only
(CBMCLS) flowing
For a well that is completed in coals only.
Coalbed MethaneCoals Only
(CBMCLS)
pumping
For a well that is completed in coals only. The fluids are produced with the assistance of
mechanical equipment (e.g., pump jack, downhole pump, plunger lift etc.) to lift fluids to the
surface.
Coalbed MethaneCoals Only
(CBMCLS) testing
For a well that is completed in coals only. For each testing status, oil/condensate, gas, and
water can be reported for three consecutive months and hours must be reported.
Coalbed MethaneCoals Only
(CBMCLS) drilling
and completing
For a well that is completed in coals only. The fluids are recovered during such drilling
operations as swabbing or drillstem testing. This status can only be used prior to a drilled and
cased status and only to report volumetric data for one month. Hours cannot be reported.
Coalbed MethaneCoals & Other
Lithology
(CBMOT) flowing
For a well that is completed in both coals and other lithology (e.g., sandstone).
Coalbed MethaneCoals & Other
Lithology
(CBMOT)
pumping
For a well that is completed in both coals and other lithology (e.g., sandstone). The fluids are
produced with the assistance of mechanical equipment (e.g., pump jack, downhole pump,
plunger lift etc.) to lift fluids to the surface.
Coalbed MethaneCoals & Other
Lithology
(CBMOT) testing
For a well that is completed in both coals and other lithology (e.g., sandstone). For each
testing status, oil/condensate, gas, and water can be reported for three consecutive months
and hours must be reported.
Coalbed MethaneCoals & Other
Lithology
(CBMOT) test
completed
For a well that has tested for a three-month period. If you require a volumetric submission
beyond the three months, you must change the well’s status to “Test Completed” for one day
and then change the well’s status back to testing for another three months.
Coalbed MethaneCoals & Other
Lithology
(CBMOT) drilling
and completing
For a well that is completed in both coals and other lithology (e.g., sandstone). The fluids are
recovered during such drilling operations as swabbing or drillstem testing. This status can only
be used prior to a drilled and cased status and only to report volumetric data for one month.
Hours cannot be reported.
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Appendix 8
Load Fluid
Definitions
•
Load Fluid—any hydrocarbon and/or water-based fluid used at any stage in the life of a well
(completion, servicing, regular operation or abandonment). It includes fluids injected into a flow line
between a well and the battery to which it produces (e.g., hot oil, dewaxing chemicals).
•
Load Oil—hydrocarbon-type fluids used as load fluid, including crude oil, condensate, refined oils,
and oil-based or oil-soluble chemicals.
•
Load Water—water-type fluids used as load fluid, including produced/fresh water and water-based or
water-soluble chemicals.
Measurement
Load fluids are subject to the same measurement requirements applicable to produced or injected fluids as
stipulated in Part 14 of the Oil and Gas Conservation Rules (OGCR) and applicable interim directives
(IDs) and informational letters (ILs). Visit the AER website www.aer.ca or contact the AER for a copy of
any of these publications.
Proration Testing
If the well is included in a proration battery, you must test it as soon as possible upon completion of any
operation using load fluid injections to determine recovery rates of all fluids. You must then retest the
well after recovery of load fluids to establish new fluid rates for calculating estimated production. The
reported hours must reflect the total hours during which formation gas or liquids were produced. This
includes hours when a well is recovering load fluid while also producing formation fluids (e.g.,
recovering load oil, producing formation gas and/or water). If no formation gas or liquids are produced
while the well is recovering load fluid, the production and hours for that period will be zero.
For example, a well produced from August 1 to 15, 1997. It went down on August 16 and 60 cubic metres
(m3) of load oil was used for servicing. The well was brought back on August 19 and tested to determine
the recovery rate of oil and the production rate (if any) of gas and water. The well was retested on August
23, having allowed sufficient time for the load oil to be recovered at a rate of 15 m3/day.
Example: Oil Proration Battery—Estimated Production Adjusted for Load Oil Recovery
Table 16. Test information from field operation’s data
Date
Production
Oil
Gas
Water
Hours
7.95
1.15
12.25
24
97-08-11
7.21
1.25
11.50
24
97-08-19
15.00
0.80
2.30
97-08-23
9.50
1.25
13.55
97-07-28
Comments
24 Recovering load oil
24
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Estimated Production of Test-to-Test Method
There are two methods of calculating well production in a month in which load oil was used for servicing
operations and was recovered (see below). In method 1, a nil test oil volume is reported for the period
recovering load fluid (August 19–22). However, recorded volumes of test gas and water are reported to
accurately reflect formation fluid produced during load recovery. In method 2, the test oil, gas, and water
volumes recorded on August 19 are reported for the period during load fluid recovery (August 19–22).
Upon calculation of the monthly estimated oil production, the 60 m3 of load oil injected must be
subtracted from the total to determine accurate estimated oil production for the well.
Method 1
Test date
DD
Test production
MM
Hours
Oil
Gas
Estimated production
Water
Hours
Oil
Gas
Water
28
07
24
7.95
1.15
12.25
240
79.5
11.5
122.5
11
08
24
7.21
1.25
11.50
120
36.1
6.3
57.5
19
08
24
0.00
0.80
2.30
96
0.0
3.2
9.2
23
08
24
9.50
1.25
13.55
216
85.5
11.3
122.0
672
201.1
32.3
311.2
Total
Method 2
Test date
DD
MM
28
11
19
23
07
08
08
08
Hours
Oil
24
24
24
24
Test production
Gas
Water
7.95
7.21
15.00
9.50
Hours
1.15
1.25
0.80
1.25
12.25
11.50
2.30
13.55
Subtotal
Deduct recovered load oil
Total
240
120
96
216
672
672
Estimated production
Oil
Gas
Water
79.5
36.1
60.0
85.5
261.1
60.0
201.1
11.5
6.3
3.2
11.3
32.3
0.00
32.3
122.5
57.5
9.2
122.0
311.2
0.00
311.2
Reporting
When load fluid is used from the facility inventory, injected to a well linked to the facility, and recovered
within the same month, you may choose not to report the well activities or report the well, volume, and
product with the activities load injected and load recovered.
You must record the volume of load fluid received from another source and injected to a well linked to
the facility as a receipt and identify where the fluid was received from. For receipt from another battery or
facility, you must use the facility ID of the sending facility. For receipt from a commercial source, record
it as receipt from a miscellaneous source (AB MC).
Three situations might occur when injecting load fluids:
•
injection and full recovery within the same month
88 Manual 011: How to Submit Volumetric Data to the AER
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•
injection and partial recovery within the same month
•
injection and no recovery within the same month
Each of the above situations is reported through PETRINEX for each well and each fluid that load fluid
injection or recovery occurs using the following activities:
•
Load injection (LDINJ)—To identify the volume of fluid injected to the well.
•
Load recovered (LDREC)—To identify the volume of fluid recovered from the well.
•
Load inventory (LDINV)—To identify the volume of fluid that was injected and not recovered by the
end of the month.
•
Load adjustment (LDADJ)—To report the load volume that was downhole at the end of August 2002
and recovered during a later production month.
Drilling Well
1) When a well that is being completed (not on production or injection) receives load fluid for injection,
the operator of the well may choose to submit the transaction to PETRINEX as load injection.
•
To submit load transactions only, the operator must obtain a reporting facility ID and change the
well status (see table 17).
2) When a well that that has been completed (not on production or injection) recovers previously
injected load fluid, if any other product is produced with the fluid recovery or more fluid is recovered
than was injected, the operator must submit the transaction to PETRINEX.
•
The operator must obtain a reporting facility ID and change the well status (see table 17).
3) If only the load fluid is recovered, the well operator may choose to submit the transaction to
PETRINEX. Load injection volumes must have been reported previously, as PETRINEX will
perform a balance on load injected into the well versus load recovered from the well.
•
For situations where load fluid was injected prior to PETRINEX implementation, the operator
may use the load adjustment to identify downhole fluid.
•
Load adjustment may also be used when an operator recovers downhole inventory not previously
reported as injected but recovered and delivered when the well is “on production.”
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Table 17. Well status and facility subtype
Well status
Facility subtype
Crude oil potential
• Crude oil single-well battery
• Crude oil multiwell group battery
• Crude oil multiwell proration battery
Crude bitumen
potential
• Crude bitumen single-well battery
• Crude bitumen multiwell group battery
• Crude bitumen multiwell proration battery
Water potential
injection
•
•
•
•
Enhanced recovery scheme
Concurrent production/cycling scheme
Disposal
In situ oil sands
Water potential
disposal
•
•
•
•
Enhanced recovery scheme
Concurrent production/cycling scheme
Disposal
In situ oil sands
Gas testing
• Gas testing
Downhole Load Fluid Inventory—Well Moved to New Facility
When a well has reported a load fluid injection transaction and the load fluid is not recovered until the
well has been moved to a different reporting facility ID, the operator must submit a transaction for each
facility.
•
At the reporting facility where the load fluid was reported as injected, the operator will show a load
fluid inventory adjustment negative volume, resulting in a zero load fluid-closing inventory for the
well.
•
At the new facility the operator will show a load fluid inventory adjustment positive volume for the
amount that is still downhole.
Products Sent to/Received from a Drilling Well
If the operator of the well that product is sent to or received from does not have a reporting facility ID for
the well, enter the transaction using the well ID of the drilling well in “received from/delivered to” code.
The well ID must be complete and exist in PETRINEX with a well status of “initial status” or “drilled and
cased” to be accepted.
Operators must maintain records of load fluid transactions on an individual well basis for at least one
year, as required under Part 12 of the OGCR, and make these records available to the AER upon request.
Situations of Products Received
Case 1: Oil Injected to a Well within the Battery
If oil from the facility inventory is injected to a well within the facility and not completely recovered
during the same month, report the total volume of oil injected and the volume of oil that is recovered.
90 Manual 011: How to Submit Volumetric Data to the AER
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PETRINEX will use this information to calculate a load closing inventory (LDINVCL). The load closing
inventory volume is used in the balance of the facility (see model 1.1).
Model 1.1
Activity
LDINJ
Product
OIL
From/To
AB WI 100010100101W400
Volume
15.0
LDREC
OIL
AB WI 100010100101W400
10.0
LDINVCL
OIL
AB WI 100010100101W400
5.0
INVOP
OIL
25.0
INVCL
OIL
20.0
Energy
Alternatively, you may choose to only report the portion that is not recovered as load injection (LDINJ).
PETRINEX will use this injected volume to calculate the load closing inventory (see model 1.2). The load
closing inventory volume is used in the balance of the facility.
Model 1.2
Activity
Product
From/To
Volume
LDINJ
OIL
AB WI 100010100101W400
5.0
LDINVCL
OIL
AB WI 100010100101W400
5.0
INVOP
OIL
25.0
INVCL
OIL
20.0
Energy
Case 2: Pentanes Plus or Condensate Injected to an Oil Well
When pentanes plus or condensate is transferred from a gas plant or gathering system as a liquid for
injection to an oil well, the receiving facility enters the volume as receipt of C5 or condensate with the
facility ID of the sending gas plant or gathering system (see model 2).
Model 2
Activity
Product
From/to
Volume
REC
C5-SP
AB GP 0001234
15.0
LDINJ
C5-SP
AB WI 100010100101W400
15.0
LDREC
C5-SP
AB WI 100010100101W400
10.0
LDINVCL
C5-SP
AB WI 100010100101W400
5.0
INVCL
OIL
Energy
20.0
Case 3: Pentanes Plus or Condensate Injected to a Gas Well
When pentanes plus or condensate is transferred from a gas plant or gathering system as a liquid for
injection to a gas well, the receiving facility enters the volume as a receipt of C5 or condensate with the
facility ID of the sending gas plant or gathering system (see model 3).
Manual 011: How to Submit Volumetric Data to the AER 91
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Model 3
Activity
Product
From/To
REC
C5-SP
AB GP 0001234
Hours
Volume
15.0
LDINJ
C5-SP
AB WI 100010100101W400
15.0
LDREC
C5-SP
AB WI 100010100101W400
15.0
PROD
GAS
AB WI 100010100101W400
DISP
GAS
AB GS 0100211
DISP
C5-SP
PROD
WATER
INVCL
WATER
MDIFF
GAS
744
Energy
150.0
155.0
15.0
AB WI 100010100101W400
5.0
5.0
If recovery takes place during the same month, enter the recovered volume as a delivery of oil to the gas
plant or gathering system from which it will be disposed.
Pentanes plus or condensate production may be converted to a gas equivalent and included in the gas
production figures. However, when pentanes plus or condensate is used as load fluid it must be reported
as a liquid.
Case 4: Oil-Based Commercial Fluids Used for Injection
Local purchase of oil-based commercial fluids obtained from facilities with no AER facility code and
used as load fluid is reported as a receipt and identified using the miscellaneous code AB MC.
Case 5: Water Injected to a Well within the Battery
If water from the facility is used for well-servicing operations in a well within the facility and is not
completely recovered during the same month, report the total volume of water injected and the volume of
water recovered at the well. PETRINEX will use this information to calculate a load closing inventory
(see model 5.1). The load closing inventory volume is used in the balance of the facility.
Model 5.1
Activity
LDINJ
Product
WATER
From/to
AB WI 100010100101W400
Volume
15.0
LDREC
WATER
AB WI 100010100101W400
10.0
LDINVCL
WATER
AB WI 100010100101W400
5.0
INVOP
WATER
25.0
INVCL
WATER
20.0
Energy
Alternatively, you may choose to only report the portion that is not recovered as LDINJ. PETRINEX will
use this injected volume to calculate the load closing inventory (model 5.2). The load closing inventory
volume is used in the balance of the facility.
92 Manual 011: How to Submit Volumetric Data to the AER
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Model 5.2
Activity
Product
From/To
Volume
LDINJ
WATER
AB WI 100010100101W400
5.0
LDINVCL
WATER
AB WI 100010100101W400
5.0
INVOP
WATER
25.0
INVCL
WATER
20.0
Energy
Manual 011: How to Submit Volumetric Data to the AER 93
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Appendix 9
Volumetric Balancing
PETRINEX balances volumetric data differently depending on the type of facility reporting the products,
volumes, and activities. PETRINEX will add some products together so the sum reconciles at a product
group level. This is necessary when the product reported as received at the facility is not the same product
reported as disposed, which is what occurs when a well produces condensate but the facility receiving it
refers to it as oil. Any difference resulting from the “ins” minus the “outs” for the product group is
referred to as a metering difference or imbalance. If any one of the product groups is out of balance, then
the whole facility will be considered out of balance.
Table 18 lists the product groups and products that if reported at a facility will be included in the facility
balance for the product group. Not all products reported at a facility are balanced. An example is
entrained gas extracted from the water at a water disposal facility.
Table 18. Product group for facility balance
Facility balance
activity
IMBAL
Product group
Oil
Products included
OIL, COND, SYNCRD
Gas
GAS, ACGAS, CO2, N2
(Exception—see “Solvent” product group.)
DIFF
Butane-SP
IC4-SP, NC4-SP, C4-SP
IMBAL
Butane-MX
IC4-MX, NC4-MX, C4-MX
IMBAL
Pentane-SP
IC5-SP, NC5-SP, C5-SP, C6-SP
(Exception – include Oil, Condensate if facility type is GP, GS)
IMBAL
Pentane-MX
IC5-MX, NC5-MX, C5-MX, C6-MX
IMBAL
Lite-MX
LITEMX, C1-MX, CO2-MX
IMBAL
Sulphur
SUL, SPRILL, SMOLT, SBASE, SBLOC, SFORM, SLATE
IMBAL
Water
WATER, FSHWTR, STEAM, BRKWTR
(Exception—include OIL [skim oil] if facility is water disposal facility.)
DIFF
Ethane-SP
C2-SP
IMBAL
Ethane-MX
C2-MX
IMBAL
Propane-SP
C3-SP
IMBAL
Propane-MX
C3-MX
IMBAL
Air
AIR
Not balanced
Diesel
DIESEL
IMBAL
Oxygen
O2
Not balanced
Solvent
SOLV, GAS, CO2, N2, ACGAS, gas equivalent of spec and mix by-product
receipt volumes
(Exception—This product grouping is used at injection facility if solvent is
reported.)
DIFF
Sand
SAND
Not balanced
Waste
WASTE
DIFF
Entrained gas
ENTGAS
Not balanced
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Facility Totals
The facility operator does not submit facility totals to PETRINEX. Instead, PETRINEX calculates the
total for each activity and product reported at the facility. These calculated totals are used in the algorithm
to balance the facility.
PETRINEX calculates totals for the following activities:
•
Disposition (DISP)
•
Flare (FLARE)
•
Fuel (FUEL)
•
Injection (INJ)
•
Load injection (LDINJ)
•
Load recovered (LDREC)
•
Production (PROD)
•
Purchase receipt (PURREC)
•
Purchase disposition (PURDISP)
•
Receipts (REC)
•
Vent (VENT)
Process and Shrinkage at Gas Plants or Gas Gathering Facilities
The facility operator does not submit process or shrinkage volumes at a gas plant or gas gathering facility.
Instead, PETRINEX calculates the process volume for each by-product processed at the gas plant or gas
gathering facility. The process volume is calculated at the product group level rather than at the individual
product. PETRINEX also calculates the gas equivalent of any hydrocarbon liquids processed from the gas
stream. A standard gas equivalent factor for each processed product group is used to calculate the
shrinkage volume. The exception to this is the acid gas shrinkage volume that the operator must report.
Tables 19 and 20 identify the product group and the products that if reported at a facility will be included
in the calculation of the process and shrinkage volume.
Manual 011: How to Submit Volumetric Data to the AER 95
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Table 19. Product group for process activity
Formula
(for all product groups)
Process = (closing inventory) + (total
disposition) – (opening inventory) –
(total receipts) – (total production) –
(inventory adjustment) –
(fractionation yield)
Product group
Products Included
Butane-MX
IC4-MX, NC4-MX, C4-MX
Butane-SP
IC4-SP, NC4-SP, C4-SP
Ethane-MX
C2-MX
Ethane-SP
C2-SP
LITE-MX
LITEMX, C1-MX, CO2-MX
Pentane-MX
IC5-MX, NC5-MX, C5-MX, C6-MX
Pentane-SP
IC5-SP, NC5-SP, C5-SP, C6-SP
(Exception—include OIL and COND if facility type
is GP, GS)
Propane-MX
C3-MX
Propane-SP
C3-SP
Sulphur
SUL, SPRILL, SMOLT, SBASE, SBLOC,
SFORM, SLATE
Table 20. Product group for shrinkage activity
Product group
Butane-MX
Butane-SP
Gas equivalent factor
October 2002 January 2008 Formula for all product groups
0.23335
0.23335 Shrinkage = process volume x
0.23335
0.23335 gas equivalent factor
Ethane-MX
0.28148
0.28151
Ethane-SP
0.28148
0.28151
LITE-MX
0.28148
0.440295
Pentane-MX
0.20575
0.20575
Pentane-SP
0.20575
0.20575
Propane-MX
0.27221
0.27222
Propane-SP
0.27221
0.27222
Acid Gas at a Gas Plant
Facility operators must report acid gas as “SHR” (shrinkage) at a sulphur recovery or flaring plant and as
“DISP” (disposition) at an acid gas injection plant. You must report the gas equivalent of the acid gas
transferred to a sulphur plant (or flared if there is no sulphur plant) and the gas normally flared from the
plant through processing of liquids (see Directive 017, section 11.4.4).
When your gas plant approval contains the clause, “In no event shall the operator flare gaseous
hydrocarbons and other gases other than gas flared as part of process shrinkage,” you must report the acid
gas flared as “SHR”. Use the shrinkage activity to report the hydrogen sulphide (H2S), carbon dioxide
(CO2), and other acid gases removed from the inlet gas stream and processed through an acid gas
handling facility as activity shrinkage. This includes acid gas that is converted to elemental sulphur and
the associated tail gases incinerated at facilities with sulphur recovery units and sour facilities without
sulphur recovery units (i.e., acid gas flaring plants) that flare acid gas under normal operating conditions.
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When sour or acid gas is reported, you must file an S-30 Monthly Gas Processing Plant Sulphur Balance
statement.
Acid gas flared during plant upset conditions is reported as gas flared.
Solvent Injection Facility—Gas Equivalent Volume
To balance an injection facility that receives liquid products in cubic metres (m3) and injects a solvent in
thousands of cubic metres (103 m3), the liquid receipt volumes must be converted to their gas equivalent.
The facility operator does not enter the gas equivalent volume. Instead, PETRINEX calculates the gas
equivalent volume using a standard gas equivalent factor for each product.
Table 21 identifies the products that if received at an injection facility are converted from m3 to 103 m3.
The resulting gas equivalent volume is the volume used in balancing the facility. These factors are also
used when products are not injected but are in inventory or are delivered to another facility.
Table 21. Product and gas equivalent factor
Product
Gas equivalent factor
October 2002
January 2008 Formula for receipt product
Butane Mix (C4-MX)
0.23335
Butane Spec (C4-SP)
0.23335
Ethane Mix (C2-MX)
0.28148
Ethane Spec (C2-SP)
0.28148
Pentane Mix (C5-MX)
0.20575
Pentane Spec (C5-SP)
0.20575
Propane Mix (C3-MX)
0.27221
Propane Spec (C3-SP)
0.27221
0.23335 Receipts:
0.23335 Gas equivalent volume for each byproduct = total receipts for each product x
0.28151 gas equivalent factor for that product
0.28151
0.20575 Opening inventory:
Gas equivalent volume for each by0.20575
product = opening inventory for each
0.27222 product x gas equivalent factor for that
0.27222 product
Hexane Mix (C6-MX)
0.20575
0.18216
Hexane Spec (C6-SP)
0.20575
Iso-Butane Mix (IC4-MX)
0.23335
Iso-Butane Spec (IC4-SP)
0.23335
Iso-Pentane Mix (IC5-MX)
0.20575
Iso-Pentane Spec (IC5-SP)
0.20575
Normal Butane Mix (NC4-MX)
0.23335
Normal Butane Spec (NC4-SP)
0.23335
Normal Pentane Mix (NC5-MX)
0.20575
0.20575 Dispositions:
0.23335 Gas equivalent volume for each byproduct = total disposition for each
0.23335 product x gas equivalent factor for that
0.20575 product
Normal Pentane Spec (NC5-SP)
0.20575
0.20575
Lite Mix (LITEMX)
0.28148
0.440295
Carbon Dioxide Mix (CO2-MX)
0.28148
0.440295
Methane Mix (C1-MX)
0.28148
0.440295
Closing inventory:
0.18216 Gas equivalent volume for each by0.23335 product = closing inventory for each
product x gas equivalent factor for that
0.23335
product
0.20575
Facility Volumetric Balance
The facility will be balanced at each product group using the formulas below to calculate the metering
difference (DIFF) or the imbalance (IMBAL) activity. PETRINEX will calculate metering difference and
Manual 011: How to Submit Volumetric Data to the AER 97
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imbalance percentages for each product group. If the percentage is not within the acceptable tolerance, an
error message will be issued (see section 1.3).
•
Imbalance:
(opening inventory) + (total production) + (total load recovery) + (total receipts) + (process for each product
group) + (inventory adjustment) + (fractionation yield) – (total dispositions) – (total injection) – (shrinkage) – (total
load injection) – (closing inventory)
•
Imbalance %
(imbalance)/([opening inventory] + [total production] + [process] + [total receipts] + [fractionation yield] +
[inventory adjustment] + [total load recovery]) x 100
•
Metering difference
(opening inventory) + (total production) + (total load recovery) + (total receipts) + (total purchase receipts) +
(inventory adjustment) – (total fuel) – (total flare) – (total vent) – (total disposition) – (total purchase disposition) –
(shrinkage) – (total load injected) – (closing inventory) – (total injection) – (total plant use) – (total recycle) – (total
utility)
•
Metering difference %:
(metering difference)/([inventory opening] + [total production] + [total receipts] + [total purchase receipts] + [total
load recovered] + [inventory adjustment]) x 100
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Appendix 10 Linking Gas to Oil Batteries and Oil Wells to Gas Batteries
The linking of gas wells to an oil battery or linking of oil wells to a gas battery is not allowed. Operators
must meet the requirements in section 5.5 of Directive 017: Measurement Requirements for Upstream Oil
and Gas Operations or apply to the AER’s Operations Division and obtain approval to physically tie a
gas well into an oil battery system, or vice versa. These applications are reviewed and dealt with on an
individual basis.
If approval is granted or an application is not required under section 5.5 of Directive 017, the operator is
required to obtain a facility ID and submit separate volumetric information for the gas wells showing
delivery of its products and volume to the oil battery. The same situation is required for an oil well linked
to a gas battery. This change will allow for the clear differentiation between solution gas and gas well gas.
All requests for a facility ID require that the facility or well licence number originally issued by the AER
be provided. Exceptions to this are for meter stations and NEB-regulated pipelines and associated
terminals.
Manual 011: How to Submit Volumetric Data to the AER 99
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