TABLE OF CONTENTS


The following instructions detail the necessary setup steps as well as the use of the regulatory process with the result being the generation of an Electronic Data Interchange (EDI) text file. This file can then be submitted to the New Mexico Oil Conservation Division (OCD) using their web portal.

 

Setup

State Producer Setup

State Producer

The state producer form stores the producer/operator ID number as assigned by the state, the address, and the producer company name. To add a new record, click the icon. To edit an existing record, select the desired row in the grid and then click the icon. To delete an existing record, select the desired row in the grid and then click the icon. The icon is used to save changes to a new or existing record. The  icon is used to cancel all changes to a new or existing record. The form is located here: Enertia Menu \ Master Files \ Well Production \ State Producer Setup

 

 

Producer Setup

In some cases, a producer may not appear in the drop-down list. If this is the case the user will need to verify that their Business Associate or Corp FBS entity associated to their regulatory producer is setup correctly. For the producer to become available, the “Operator” checkbox attribute needs to be checked. In addition, the corresponding “Operator” checkbox needs to be marked in the Address attribute on the address record for which the producer files reports. See the examples below:

 


 

State Preparer

The State Report Preparer tab of the State Producer Setup form is used to identify the person responsible for filing reports for the selected state producer/operator. For New Mexico the state ID field is not required. Each record is date effective. This means only one report preparer can be active for any given period. To manage state preparers for a particular state, start on the State Producer tab, find, and select the desired record so that the row is highlighted. Next navigate to the State Report Preparer tab. To add a new record, click the icon. To edit an existing record, select the desired row in the grid and then click the icon. To delete an existing record, select the desired row in the grid and then click the icon. The icon is used to save changes to a new or existing record. The  icon is used to cancel all changes to a new or existing record.

 

 

Preparer Setup

If the desired preparer is not available from the Preparer drop-down list, a new preparer will need to be added. To do so, navigate to the Regulatory Preparer Setup form (Enertia Menu \ Master Files \ Common Files \ Regulatory Preparer Setup). In this form preparers can be maintained. The form allows the recording of preparer name, title, phone number, fax number, and email address. For the New Mexico C-115 report, the name and phone number are required.

 

 

State Regulatory Detail Setup

The State Regulatory Detail Setup form is used to store state specific information including, districts, fields, formations, reservoirs, and gas plants by field. These categories are organized by state, however not all state reports utilize each. The New Mexico C-115 utilizes only Field to represent pool. In general, most users will not need to add or change the data in this form as it is distributed by Enertia, however if changes are needed the following sections can be used as a guide. The form is located here: Enertia Menu \ Master Files \ Well Production \ State Regulatory Detail Setup



Field (Pool)

The Field tab is used to store fields by state. To manage fields for a particular state, start on the State tab, find, and select the desired state so that the row is highlighted. Next navigate to the Field tab. To add a new record, click the icon. To edit an existing record, select the desired row in the grid and then click the icon. To delete an existing record, select the desired row in the grid and then click the icon. The icon is used to save changes to a new or existing record. The  icon is used to cancel all changes to a new or existing record.


 

Regulatory Report Types

The Regulatory Report Types Setup form stores cross references by regulatory report between Enertia codes and regulatory agency codes for product dispositions, well status/classification, and product codes. These categories are organized by regulatory report, however not all reports utilize each. The New Mexico C-115 uses both the Report Disposition Code and Report Well Class/Method tabs. Enertia distributes defaults for each report, however it is likely that users will need to adjust cross references across the three tabs for first time uses and as business needs change. The form is located here: Enertia Menu \ Master Files \ Well Production \ Regulatory Report Type



Report Disposition Code

The Report Disposition Code tab of the Regulatory Report Types Setup form allows users to associate various disposition/product combinations from the Production Allocation Detail (PAD) attribute as to specific regulatory disposition codes. For each record, users can determine if a regulatory disposition is defined by Enertia Disposition, System Product, Product Code, and/or Disposition Source. In all cases Disposition is a required field, while the user can populate or not populate the System Product, Product Code, and Disposition Source as necessary. The Disposition Code/Row represents the regulatory agency’s disposition. To manage regulatory dispositions for a particular regulatory report, start on the Report Types tab, find, and select the desired regulatory report so that the row is highlighted, in this case “New Mexico C-115 PAE.” Next navigate to the Report Disposition Code tab. To add a new record, click the icon. To edit an existing record, select the desired row in the grid and then click the icon. To delete an existing record, select the desired row in the grid and then click the icon. The icon is used to save changes to a new or existing record. The  icon is used to cancel all changes to a new or existing record.


 

Including non-Dispositioned Volumes

There are some PAD records that must be included but are not coded to specific regulatory dispositions. These dispositions vary by report with the most common being BGINV, INV, and FRM. It is important for these records to be included in the regulatory report so that production can be calculated accurately. These records are given a Disposition Code/Row value of ‘99’, ‘N/A’, or ‘REG’. 

The New Mexico C-115 should include the following dispositions marked as ‘N/A’:

  • BGINV (OIL/WTR)
  • INV (OIL/WTR)
  • FRM (All products)
  • All Sales Dispositions such as TRANS, TRUCK, etc (All products)
  • All Injection Dispositions such as IONLS, IOFLS, etc (All Products)

Excluding Records

Enertia now supports the ability to define PAD records to be excluded from reporting. To do so add a new record to the form as noted above. In the Disposition Code/Row field enter the literal “X” (no quotes). All PAD records with the listed disposition/product combination will be excluded from the report.

Buyback/Purchased Gas

Enertia’s Production Allocation Engine (PAE) Delivery Systems account for sales and uses attributed to buy back/purchased gas injection using the Disposition Source column in PAD. Such volumes should not be reported as production. Because of this, these PAD volumes are excluded from being reported unless Report Disposition Code records are specifically entered with the Disposition Source field populated with either of these values: “Purchased,” or “Purchased CarryOver.” If delivery systems are set up to track buy back/purchased gas carryover, it may be necessary to enter two records for each disposition/product combination; one with “Purchased” Disposition Source, and the other with “Purchased CarryOver” Disposition Source.



Report Well Class/Method

The Report Well Class/Method tab of the Regulatory Report Types Setup form allows users to link property Phase Method Class Type attribute records (covered later) to specific regulatory well status or well class. For each record, users must determine which combinations of Well Class and Well Production Method define a regulatory well status/class. For the New Mexico C-115, both Well Class and Well Production Method are required. The Report Col Code represents the regulatory agency’s well status or class. The Report Column field is required, but not used at this time, so it is recommended to enter the number 2 (though any entry will work). To manage regulatory well status/class for a particular regulatory report, start on the Report Types tab, find, and select the desired regulatory report so that the row is highlighted, in this case “New Mexico C-115 PAE.” Next navigate to the Report Well Class/Method tab. To add a new record, click the icon. To edit an existing record, select the desired row in the grid and then click the icon. To delete an existing record, select the desired row in the grid and then click the icon. The icon is used to save changes to a new or existing record. The  icon is used to cancel all changes to a new or existing record.



Well Completion Information Attribute

The Well Completion Information attribute is where the Well Completion/Zone’s API number is stored. This value is required for reporting to the New Mexico OCD. For each reporting property, the complete API must be populated. Populating the State and County fields automatically updates the corresponding API fields. The form is an attribute that can be accessed using the Enertial Guide System (EGS) or the Lookup. It is typically located on FBS types named Well Completion, Completion, or Zone. Use the image below as a guide.



State Regulatory Attribute

The State Regulatory attribute is where the Well Completion/Zone’s state specific regulatory data is stored. The New Mexico C-115 requires the following fields: 

  • State
  • Producer #
  • Field (pool)
  • State ID (Lease number)

State name is not used or required, but may be helpful to populate. The form is an attribute that can be accessed using the Enertial Guide System (EGS) or the Lookup. It is typically located on FBS types named Well Completion, Completion, or Zone. Use the image below as a guide.



Phase Method Class Type Attribute

The Phase Method Class Type attribute is used to determine both a well’s classification such as oil, gas, or disposal, and the current production status such as pumping, flowing, or shut-in. This form, in conjunction with the Report Well Class/Method tab of the Regulatory Report Types form, tell the regulatory process how to code well class and/or status. As this form is primarily a regulatory form and is date effective, it is recommended that all records have an effective begin date of the 1st of any month. Only the Production Method and Class fields are required for the New Mexico C-115. The form is an attribute that can be accessed using the Enertial Guide System (EGS) or the Lookup. It is typically located on FBS types named Well Completion, Completion, or Zone. Use the image below as a guide.



Cross Reference Attribute

The Cross Reference attribute is a date effective general attribute used to capture data points that do not have a place in another form. Various PAE Regulatory processes utilize this form in different ways. The New Mexico C-115 uses this form to record Point of Disposition (POD) numbers and for transporter/purchaser Oil and Gas Reporting Identification (OGRID) numbers. The form is an attribute that can be accessed using the Enertial Guide System (EGS) or the Lookup.

POD

The New Mexico C-115 requires that transported dispositions (typically sales) of Oil and Gas be reported by POD number, which is supplied by the State. Cross Reference attribute records with types of “PODO” for oil PODs and “PODG” for gas POD’s will be used. Additionally, each POD cross reference must be tied to the well’s transporter for the specified product. It is important that the transporter that is listed in PAD for the property matches the cross-reference record. These cross references should be entered on the Well Completion, Completion, or Zone FBS types. See example below:



PODG and PODO Setup

If the PODG and PODO cross reference types do not exist, are not date effective, or are not available for the Well Completion, Completion, or Zone FBS types, use the X-Ref Types form (Enertia Menu \ Master Files \ Common Files \ X-ref Types) to add or modify these types as shown below (both types are set up in the same way):


Xref Type Tab



Xref Type FBS Usage



OGRID

The New Mexico C-115 requires that transported dispositions (typically sales) of Oil and Gas be reported with the transporter’s OGRID number, which is supplied by the State. A Cross Reference attribute record with a type of “OGRID” will be used. This cross reference should be entered on the transporter FBS entity, typically the Business Associate FBS type. It is important that each transporter listed in the PODG and PODO cross-reference records (detailed above) have an OGRID cross-reference record. See example below:



OGRID Setup

If the OGRID cross reference type does not exist, is not date effective, or is not available for the Business Associate FBS type, use the X-Ref Types form (Enertia Menu \ Master Files \ Common Files \ X-ref Types) to add or modify this type as shown below:

 

Xref Type Tab



Xref Type FBS Usage


Running the Regulatory Process

After the setup has been completed. Properties to be reported must have Production Allocation Detail (PAD) populated. It is recommended that Enertia’s Production Allocation Engine (PAE) Delivery Systems be used for this purpose, though PAD imports can be used instead. The regulatory process is located here: Enertia Menu \ Processing \ Well Production \ PAE Regulatory Reporting Process


Process Header

When the PAE Regulatory Reporting Process form opens, the user is presented with the Regulatory Reporting Process Select tab. This tab defines the process type, producer corp, production period(s), user comments, and if it is a correcting report. To add a new process, click the icon. To edit an existing process header record, select the desired row in the grid and then click the icon. To cancel an existing process, select the desired row in the grid and then click the icon. The icon is used to save changes to a new or existing process header record. The icon is used to cancel all changes to a new or existing process header record. To continue an existing process, select the desired row in the grid and then click the icon. To open the Process Maintenance form in relation to a specific process, select the desired row in the grid and then click the icon. The  icon can be used to check the status and version of the PAE Regulatory service.


The New Mexico C-115 has a process type of RegRptV2_NM_C115 - New Mexico C115 Regulatory Report



Setup Validations

When starting a new process Enertia will perform a quick setup validation to ensure the selected producer is set up correctly. The form checks that a report preparer has been set up for the selected producer.

Multi-Month Processing

Enertia now supports generating regulatory reports over multiple consecutive production periods. This should help for correcting previously submitted reports for large spans of time. When creating a new process, simply enter the date range for which reports are needed and the process will generate one report for each production month. 



Process Steps

After the process has been created or if an existing process has been continued, the user is presented with the Regulatory Reporting Process Form tab. This form walks the user through the regulatory process step by step. Each step includes instructions located in the bottom left of the screen.


The link below describes the Process Toolbar options which are available to users at any point during the process:

https://support.enertia.biz/a/solutions/articles/48001142218


Confirm Selection

The first step of the process allows the user to pick and choose properties that will be reported. The left and right grids represent unselected and selected properties respectively. Only valid properties with State Regulatory attribute records corresponding to the selected producer and period(s) are listed. Use the single (,) and double (,) blue arrows between the grids to move property records back and forth.

The left grid can be filtered using the criteria section located at the bottom of the form. 

When the desired properties have been selected, continue to the Review Setup Errors/Warnings step to validate selected property data.



Review Setup Errors/Warnings 

The second step of the process reviews property master file and volume data for missing or incorrect setup. Properties that receive errors and/or warnings are listed in this step along with a description of the issue. If Errors exist, they must be corrected, or the properties removed from selection in the first step before the process can continue. Warnings do not prevent the process from continuing but may alert the user that some property data will be missing from the results.

After all Errors and Warnings have been corrected as necessary, continue to the Review Results step.



New Mexico Audits


The following setup audits are performed for the New Mexico C-115


Code

Type

Description

Message

PreApi01

Error

Missing API Number

This property is missing a completed API number on the Well Completion Attribute. Review and add a valid API number per regulatory requirements. The property will be excluded from the results.

PrePad01

Warning

No PAD Data for Property

This property was found without PAD for the selected period(s). Please review that the selected periods are correct. Delivery systems may need to be processed, or Pad records imported. The property will be excluded from the results.

PrePad02

Warning

PAD Product/Disposition Not Setup

PAD product and disposition combination not set up in the regulatory report types form. Please review PAD for the property or add the product/disposition to the Regulatory Report Types form. These PAD records will be excluded from results.

PrePmct01

Error

No Valid PMCT Record

This property was found without a valid Phase Method Class Type record for the selected period(s). PMCT records should be dated the first of the month. Review and add a valid PMCT record. The property will be excluded from the results.

PrePmct02

Error

PMCT Prod Method/Class Not Setup

Phase Method Class Type production method and class combination not set up in the regulatory report types form. Review PMCT for the property or add the prod method/class to the Regulatory Report Types form. The property will be excluded from the results.

PreStReg02

Error

No Field Entered

This property was found without a field entered on the state regulatory report attribute. Review and add a valid field per state reporting requirements. The property may be excluded from the results.

PreStReg06

Warning

No State ID Entered

This property was found without a state ID entered on the state regulatory report attribute. Review and add a valid state ID per state reporting requirements. The property may be excluded from the results.

PreXref01

Error

Missing Required Xref - PODG

This property is missing the required PODG cross referenced associated to the transporter listed in PAD. Review and add a valid PODG xref per regulatory requirements. The property will be excluded from the results.

PreXref02

Error

Missing Required Xref - PODO

This property is missing the required PODO cross referenced associated to the transporter listed in PAD. Review and add a valid PODO xref per regulatory requirements. The property will be excluded from the results.

PreXref03

Error

Missing Required Xref - OGRID

This property lists a transporter in PAD that is missing the OGRID cross reference. Review and add a valid OGRID xref per regulatory requirements. The property will be excluded from the results.

 


Review Results

The third step of the process displays the results of the process in easy to review grids before generating the EDI file(s). These grids are report specific and correspond to the various sections within a given report. These grids can be exported as necessary. Users should review the results thoroughly. If issues are found with the generated data, users should review the underlying production and master file data as described in previous sections of this document. 

Once the results have been reviewed, continue to the Generate EDI step.



NOTE: Per New Mexico C-115 guidelines, total water production listed in the Production section of the report need not match the total water dispositions listed in the Dispositions section. When they do not match it is generally due to water inventory. For this reason, Enertia provides water beginning and ending inventories for the user to review, however these will not be reported.


Review Other Periods for Multi-Month Processing

If the process date range includes more than one production period, the user can use the Date dropdown list located in the upper right of the form header region to select different periods. The review grids will reload with the appropriate data. By default, the form loads with the first production period.



Generate EDI File

The fourth step displays a preview of the EDI file, and allows the user to name and save the file. The EDI file is generated using the data from the previous step. Users can review the file for formatting issues. The file save location can be specified by clicking the  button in the header region of the form. Otherwise, the user will be prompted to name and save the EDI file in the desired location when moving to the next step.



Saving EDI Files for Multi-Month Processing

If processing multiple periods for the New Mexico C-115, when the EDI file is saved, one file per production period will be created with the production date appended to the chosen file name.

File name chosen in the Generate EDI File Step:



Files generated for multi-month process:



Finalize Process

Once the file has been generated all that is left is to finalize the process. This step simply marks the process as complete and removes it from the list of active processes on the Regulatory Reporting Process Select tab. After this step is complete, a new process will be needed to generate another EDI file for the same properties and period.


Switching Processes

It is sometimes necessary to return to the Regulatory Reporting Process Select tab while running an active process. This can be done without closing the entire form. To do so, make sure the Regulatory Reporting Process Form tab is active. In the upper right of the form click the small X to close just the tab.