TABLE OF CONTENTS



Updated with new filing requirements effective September 2021

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 Texas Railroad Commission using their web portal.

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 Texas the state ID field is required and should reflect the preparer’s user ID as assigned by the Texas RRC. 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 Texas PR report, the name, phone number, and email address 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 Texas PR utilizes District and Field. 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



District

The District tab is used to store districts by state. To manage districts 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 District 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.


Field

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 Texas PR uses only the Report Disposition Code tab. 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 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 “Texas PR 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 Texas PR should include the following dispositions marked as ‘99’:

  • BGINV (OIL)
  • INV (OIL)
  • FRM (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.



Texas PR 9/2021 Update

The Texas RRC has published an update requiring gas flared and vented dispositions previously reported as gas code 4 to now be reported as gas codes 10 or 11 for flared and vented volumes respectively for production periods on or after 9/1/2021. Users will need to update Report Disposition Code records currently set to gas code 4 to either gas code 10 or 11.

The PAE regulatory process has been updated to transpose PAD records associated to gas codes 10 and 11 to gas code 4 for production periods occurring before 9/1/2021. This will allow for seamless PPA filing.  

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 Texas RRC in some cases. 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 Texas PR requires the following fields:

  • State
  • Producer #
  • District
  • Field
  • Well #
  • State ID (RRC ID)
  • State Name
  • Oil Comm # (Commingle permit number)
  • Permit Code

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

In previous versions of the Enertia Texas PR PAE process, the Phase Method Class Type attribute was used to determine a lease’s classification. This requirement has been removed. Lease classification is now controlled by the RRC ID entered on the State Regulatory attribute. 5 characters indicate an Oil lease, 6 characters indicate a Gas lease, and a missing RRC ID (reporting by permit number) indicates a Pending lease.

Chronology Attribute

Some regulatory reports allow or require comments to be entered. Enertia utilizes the Chronology attribute for this purpose. The Chronology attribute has two tabs, Chronology Major Event which defines the report for which comments will be reported, and Chronology Sub Event, which defines the individual comments. The Texas PR requires comments for the following reasons: Lease has a volume greater than 0 for gas codes 4 (Vent/Flared before 9/2021), 7 (Carbon Black), 10 (Flared on or after 9/2021), and 11 (Vented on or after 9/2021); oil codes 3 (Tank cleaning), 4 (Circulating), 6 (Sedimentation), and 75 (other); lease reports a one-time commingle permit number of 9292. 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.

Chronology Major Event

As noted above the Major Event defines the report for which comments will be reported. Each major event is effective dated. For the Texas PR, the major event is “RRTX”. Use the image below as a guide.



Chronology Sub Event

As noted above the Sub Event defines the individual comments that will be reported. Each sub event is effective dated. Refer to the sub event table and image below for help entering comments.



Sub Event Table

Requirement

Sub Event

Notes

Gas Code 4 - Vented/Flared

PRG04

  • Volume > 0
  • Production Period < 9/2021

Gas Code 7 - Carbon Black

PRG07

  • Volume > 0
  • Comment must be Plant Name

Gas Code 10 - Flared

PRG10

  • Volume > 0
  • Production Period >= 9/2021

Gas Code 11 - Vented

PRG11

  • Volume > 0
  • Production Period >= 9/2021

Oil Code 3 - Tank cleaning

PRO03

  • Volume > 0

Oil Code 4 - Circulating

PRO04

  • Volume > 0

Oil Code 6 - Sedimentation

PRO06

  • Volume > 0
  • RRC may reject reports with this volume reported.

Oil Code 75 - Other

PRO75

  • Volume > 0

Commingle Permit # 9292

PRCOM

 


Texas PR 9/2021 Update

The Texas RRC has published an update requiring gas flared and vented dispositions previously reported as gas code 4 to now be reported as gas codes 10 or 11 for flared and vented volumes respectively for production periods on or after 9/1/2021. To account for this change, chronology comments for flared or vented volumes must be entered using the PRG04 sub event code for all periods occurring before 9/1/2021. For production periods on or after 9/1/2021, sub event codes of PRG10 and PRG11 for flared and vented gas respectively should be used.


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 Texas PR has a process type of RegRptV2_TX_PR - Texas Monthly Production 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, and that the preparer has a state ID and email address.

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.



Texas PR Audits

The following setup audits are performed for the Texas PR


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.

PreChron01

Error

Missing Required Comment - PRO03

A chronology record was not found for a reported disposition. Add PRO03 subevent with comment using the chronology attribute on the specified property.

PreChron02

Error

Missing Required Comment - PRO04

A chronology record was not found for a reported disposition. Add PRO04 subevent with comment using the chronology attribute on the specified property.

PreChron03

Error

Missing Required Comment - PRO06

A chronology record was not found for a reported disposition. Add PRO06 subevent with comment using the chronology attribute on the specified property.

PreChron04

Error

Missing Required Comment - PRO75

A chronology record was not found for a reported disposition. Add PRO75 subevent with comment using the chronology attribute on the specified property.

PreChron05

Error

Missing Required Comment - PRG04

A chronology record was not found for a reported disposition. Add PRG04 subevent with comment using the chronology attribute on the specified property.

PreChron06

Error

Missing Required Comment - PRG07

A chronology record was not found for a reported disposition. Add PRG07 subevent with comment using the chronology attribute on the specified property.

PreChron09

Error

Missing Required Comment - PRG10

A chronology record was not found for a reported disposition. Add PRG10 subevent with comment using the chronology attribute on the specified property.

PreChron10

Error

Missing Required Comment - PRG11

A chronology record was not found for a reported disposition. Add PRG11 subevent with comment using the chronology attribute on the specified property.

PreChron11

Error

Missing Required Comment - PRCOM

A chronology record was not found for one time commingle permit number of 9292. Add PRCOM subevent with comment using the chronology attribute on the specified property.

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 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 setup 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.

PreStReg01

Error

No District Entered

This property was found without a district entered on the state regulatory report attribute. Review and add a valid district per state reporting requirements. The property may 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.

PreStReg05

Warning

No Well Number Entered

This property was found without a well number entered on the state regulatory report attribute. Review and add a valid well number 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.

PreStReg07

Error

No State Name Entered

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

PreStReg08

Warning

No Permit Code Entered

This property was found without a permit code entered on the state regulatory report attribute. Review and add a valid permit code per state reporting requirements. The property may 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 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.



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

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 Texas PR, when the EDI file is saved, one file will be created containing the information for each production period.

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.