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 U.S. Office of Natural Resources Revenue (ONRR) using their web portal.


Federal/Indian Operator Setup

Federal Indian Operator

The Federal/Indian Operator Setup form stores the producer/operator ID number as assigned by the ONRR, the address, and the operator 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 \ Federal/Indian Operator Setup



Operator Setup

In some cases, an operator 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 federal operator is set up correctly. For the operator 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 operator files reports.  See the examples below:



Fed/Ind Operator Report Preparer

The Fed/Ind Operator Report Preparer tab of the Federal/Indian Operator Setup form is used to identify the person responsible for filing reports for the selected federal operator. Each record is date effective. This means only one report preparer can be active for any given period. To manage federal preparers for a particular operator, start on the Federal Indian Operator tab, find, and select the desired record so that the row is highlighted. Next navigate to the Fed/Ind Operator 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 U.S. OGOR 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 U.S. OGOR uses the state fields and the associated gas plants. 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

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.


Gas Plant Xfer

The Gas Plant Xfer tab is used to store gas plant numbers by state and field. To manage gas plant numbers for a particular state and field, start on the State tab, find, and select the desired state so that the row is highlighted. Next navigate to the Field tab. Locate and select the desired field so that the row is highlighted, then navigate to the Gas Plant Xfer 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 U.S. OGOR uses all three 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 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 “OGOR EDI 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 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 U.S. OGOR should include the following dispositions marked as ‘N/A’:

  • BGINV (Oil)
  • INV (Oil)
  • FRM (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.



The U.S. OGOR requires that Buy Back volumes be reported under two codes: 15 for Sales and 26 for Uses. Additionally, these volumes must be reported under code 25, but as negative values. This should result in the reported buy back volumes totaling to zero. The images below show examples for how to set this up:


Gas Plant Sales Attributed to Production:


Gas Plant Sales Attributed to Sales of Buy Back Gas (Code 15):


Gas Plant Sales Attributed to Buy Back Injection (Code 25; Negative Volume):


Gas Flare Attributed to Production:


Gas Flare Attributed to Usage of Buy Back Gas (Code 26):


Gas Flare Attributed to Buy Back Injection (Code 25; Negative Volume):


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 U.S. OGOR, 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 7 (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 “OGOR EDI 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.


Report Product Code

The Report Product Code tab of the Regulatory Report Types Setup form allows users to link Enertia products as listed on the property PAD records to specific regulatory product codes. For each record, users must a enter a Product as well as the associated regulatory product code. Some regulatory reports also allow for a Wet/Dry indicator in addition to Product to define regulatory product code. For the U.S. OGOR, only Product is required. Additionally, the U.S. OGOR only requires product codes that are reportable on the OGOR C (typically oil, condensate, or CO2). To manage regulatory product codes 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 “OGOR EDI PAE.” Next navigate to the Report Product 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.


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 ONRR. 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.


Federal/Indian Regulatory Attribute

The Federal/Indian Regulatory attribute is where the well completion/zone’s federal specific regulatory data is stored. The U.S. OGOR requires the following fields for onshore properties:

  • Operator
  • Federal / Indian classification (radio buttons)
  • Federal Lease/Agreement # OR Agency Lease/Agreement #
  • Name
  • MMS Prod Interval
  • Status

The following additional fields are required for offshore properties:

  • Offshore indicator (checkbox)
  • Offshore Reason (depending on Status)
  • Offshore Action (depending on Status)

The Field Number and Gas Transfer Plant fields may be required for certain properties. 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.


Federal Well Status (onshore) Update

In previous versions of the OGOR regulatory report, well status as reported on the OGOR A was derived entirely from the Federal/Indian Regulatory attribute. This caused many users frustration as they had to maintain regulatory status in two places for federal wells: the Federal/Indian Regulatory attribute and the Phase Method Class Type attribute. To solve this issue, the PAE version of the U.S. OGOR regulatory report has been updated to utilize Phase Method Class Type and the Report Well Class/Method tab of the Regulatory Report Types form to determine the property’s status. However, status will need to be maintained in the Federal/Indian Regulatory attribute for offshore properties due to additional reporting requirements.

Gas Plant Reporting by Property

The U.S. OGOR requires a gas plant number to be reported with regulatory dispositions of 11 and 12. If a property sells gas to a single plant using one of these regulatory dispositions, it is recommended that the Gas Transfer Plant field be populated. Before the gas plant can be entered, the Field number must first be populated.

If either of these two drop-down lists are empty or do not contain the desired values, follow the instructions in the State Regulatory Detail Setup section above.

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 U.S. OGOR. 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 U.S. OGOR uses this form to record Plant Point of Dispositions (PPOD), Federal Metering Points (FMP), and Federal Storage Points (FSP). The form is an attribute that can be accessed using the Enertial Guide System (EGS) or the Lookup.

PPOD

The U.S. OGOR requires a gas plant number to be reported with regulatory dispositions of 11 and 12. As an alternative to populating the Gas Transfer Plant field on the Federal/Indian Regulatory attribute, the user can enter the PPOD cross reference. This is ideal when properties sell to more than one plant. This cross-reference record is placed on FBS entities listed in the Source field of the PAD attribute. These FBS entities are typically measurement points within a PAE delivery system that allocate plant sales volumes to federal properties. When used, the PPOD plant number will override the Gas Transfer Plant field entered on the Federal/Indian Regulatory attribute. See example below:

Example: NGL Component Delivery System with two Plants

A delivery system is set up to allocate NGL components by gas analysis. This setup results in three entities per plant posting volumes to the PAD attribute that when summed, represent total gas sold to the plant. In this example, there are two plants, meaning there are six total entities that require the PPOD cross reference: three for each plant.


PAD with Plant Measurement Point as Source:


Plant 1 Cross References (same for all three entities)


Plant 2 Cross References (same for all three entities)


*NOTE: The same example can be applied to non-component delivery systems. Each measurement point that allocates a plant disposition should receive the PPOD cross reference.


PPOD Setup

If the PPOD cross reference type does not exist, is not date effective, or is not available for the measurement point FBS types (typically GasMtr, LiqMtr, and Pipeline), 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:


EMP

Some operators are required to report gas and/or oil dispositions with a metering point number. In these cases, the user can enter the FMP cross reference. For gas products, this cross-reference record can be placed on the property OR the FBS entities listed in the Source field of the PAD attribute. Gas FMP cross-references entered on measurement points will override those entered on the property. For oil products, this cross-reference record can only be placed on the FBS entities listed in the Source field of the PAD attribute. These FBS entities are typically measurement points within a PAE delivery system that allocate gas or oil volumes to federal properties. See the examples below:

Example: FMP on Property (Gas only)

When the FMP cross-reference is placed on the property, all required gas dispositions will list the metering point number on the OGOR B per U.S. OGOR requirements.



Example: FMP on Measurement Point (Gas)

When the FMP cross-reference is placed on a measurement point listed as a PAD Source, only the associated PAD volumes will list the metering point number on the OGOR B. Gas FMP cross-references entered on measurement points will override those entered on the property.


Delivery System:

Each measurement point outlined in red would need an FMP cross reference. However, this would mean that all three properties would report the same FMP. If this is an issue, it may be better to add the cross reference on the properties.



PAD:

 

Cross-Reference:


Example: FMP on Measurement Point (Oil)

When the FMP cross-reference is placed on a measurement point listed as a PAD Source, only the associated PAD volumes will list the metering point number on the OGOR C.


Delivery System:

The measurement point outlined in red needs an FMP cross reference.

 

PAD:


Cross-Reference:


FMP Setup

If the FMP cross reference type does not exist, is not date effective, or is not available for the measurement point FBS types (typically WellComp or Zone, GasMtr, LiqMtr, and Pipeline), 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:


FSP

Some operators are required to report oil dispositions with a storage point number on the OGOR C. In these cases, the user can enter the FSP cross reference. This cross-reference record can be placed on the property OR the FBS entities listed in the Source field of the PAD attribute. FSP cross-references entered on measurement points will override those entered on the property. These FBS entities are typically measurement points within a PAE delivery system that allocate gas or oil volumes to federal properties. See the examples below:

Example: FSP on Property

When the FSP cross-reference is placed on the property, all required oil dispositions will list the storage point number on the OGOR C per U.S. OGOR requirements.



Example: FSP on Measurement Point

When the FSP cross-reference is placed on a measurement point listed as a PAD Source, only the associated PAD volumes will list the storage point number on the OGOR C.


Delivery System:

The measurement point outlined in red needs an FSP cross reference. When batteries are used to group tanks in a delivery system, the battery entity will need the FSP cross reference along with each tank listed in the Facility Attribute.



PAD:


Cross-Reference:


FSP Setup

If the FSP cross reference type does not exist, is not date effective, or is not available for the measurement point FBS types (typically WellComp or Zone, Tank, Battery, LiqMtr, and Pipeline), 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:

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 U.S. OGOR reports comments on Trailer 2. 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 U.S. OGOR, the major event is “OGOR”. 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. Use the image below as a guide.


Regulatory Reporting 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 U.S. OGOR has a process type of RegRptV2_US_OGOR - Oil and Gas Operations 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 Federal/Indian 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.



U.S. OGOR Audits

The following setup audits are performed for the U.S. OGOR:


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.

PreFedRg02

Error

No Lease Name Entered

This property is missing lease name entered on the federal/Indian regulatory attribute. Review and add a valid lease name per federal requirements. The property will be excluded from the results.

PreFedRg03

Error

No Production Interval Entered

This property is missing a production interval entered on the federal/Indian regulatory attribute. Review and add a valid production interval per federal requirements. The property will be excluded from the results.

PreFedRg04

Error

Missing Offshore Reason

This property is marked as Offshore with a non-producing Offshore Status, but Offshore Reason is not populated in the Federal/Indian regulatory attribute. Add a valid offshore reason per federal requirements. The property will be excluded from the results.

PreFedRg05

Error

Missing Offshore Action

This property is marked as Offshore with a non-producing Offshore Status, but Offshore Action is not populated in the Federal/Indian regulatory attribute. Add a valid offshore action per federal 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 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.

PreXref04

Warning

Missing Required Xref - FMP

An FMP cross reference was not found for a reported disposition. The FMP xref can be added on the property or the dispositions source meter point (gas or liquid meter). Property will not be excluded, but agency may reject report submission.

PreXref05

Warning

Missing Required Xref - FSP

An FSP cross reference was not found for a reported disposition. Add the FSP cross reference to the dispositions source storage point (tank). Property will not be excluded, but agency may reject report submission.

PreXref06

Error

Missing Required Xref - PPOD

A Gas Transfer Plant is missing for a reported Gas disposition. Add the PPOD cross reference to the dispositions source measurement point or add a Gas Transfer plant to the Federal/Indian attribute. 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 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 U.S. OGOR, 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.