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Alberta Energy Information Exchange. e-Bidding Break Introduction of Continuation Application Form Automation of Exhibit A’s Freehold Mineral Tax. 8:30-10:30 10:30-11:00 11:00-11:20 11:20-11:40 11:40-12:00. Agenda. e-Bidding. Outcome.
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e-Bidding Break Introduction of Continuation Application Form Automation of Exhibit A’s Freehold Mineral Tax 8:30-10:30 10:30-11:00 11:00-11:20 11:20-11:40 11:40-12:00 Agenda
Outcome • At the end of this session you will be familiar with e-Bidding, have had your questions answered and know what your company needs to do to be prepared for bidding starting with the June 28, 2006 sale
e-Bidding Topics • Background • Process • ETS System • e-Bidding Screens • Being Prepared • Conclusion
Change • Change has been a constant in the sales process • The location of the sale has moved • The type of payment allowed has changed • The number of bid types has gone from three to one • e-Bidding is one more step in the process
WhyChange? • Manual process has some problems both for government and for industry • e-Bidding will decrease human transcription errors, time to prepare and process the sale, speed up delivery time of bids, results availability and allow for file upload and download capability
What is Included in e-Bidding? • e-Bidding includes: • Mandatory use of web-based system to bid on all public auctions • Both oil sands and petroleum and natural gas parcels and • Creation and pick-up of an electronic document
Process to Change • We created the e-Bidding Working group through an open invitation to industry • Department staff were also on the working group • We set five go/no go dates for the project and all were successfully met
ProcesstoChange • We asked the working group how they currently bid and how they want to bid in e-bidding • The department created the requirements for the system and the Working Group approved the document • The system was built and tested • The working group tested the system for business functionality
Processto Change • A four-stage pilot program was completed • Two internal pilots • One external pilot in a controlled environment • One external pilot in industry’s environment • Parallel runs for both oil sands and P&NG • All were successful
ETSSiteAdministrator • The site administrator maintains the company account and creates client accounts • The site administrator controls who is doing business in the system in your company • The same site administrator you have for e-transfers and e-postings will be for e-bidding
e-BiddingRoles • There are four roles in e-bidding and they are the same as e-posting, with one small exception* • Creator • Submitter • Viewer • Coordinator *
CreatorRole • The creator role allows you to access e-bidding and prepare a bid request • The creator must attach a submitter to the bid request and may attach a viewer • The creator also chooses the sale to bid on, decides how to bid (batch or single), decides what submitter to use, if a viewer is needed
SubmitterRole The submitter role allows you to submit the bid request to the department The only bids a submitter will see are those assigned to him or her by a creator
GreyedOutSubmitButton • The submit button will show after you have successfully saved your bid request but won’t be active unless you have the submitter role • To add a submitter go to the roles tab, add a submitter then save again
ViewerRole • A viewer can see only those bid requests that they have been attached to by a creator • A viewer is not required for a bid request; it is entirely your choice
CoordinatorRole • The coordinator role can view all bid requests made by creators that are within their assigned group • A coordinator can assign a bid request to another creator • In e-bidding, there can be more than one coordinator
WhoCanSeeMyBid? • Any company client account with the appropriate role will be able to see a bid prior to the close of the sale • After the sale closes, both P&NG and Oil Sands Sales Groups will be able to access the bids • There will be no release of data other than the winning bid amount and lessee
Timing • The sale will close at 12 noon department time • There is a snapshot view on the system of exactly what time it is at the department. • The time you submit your bid will be noted on your submitted report
What is the Same? • You choose what parcels to bid on • The highest bidder wins the parcel • The designated representative and the lessees will be public information • The annual rental payor will be confidential • Failure to bid on a parcel you posted will result in a penalty
What is the Same? • Your money will be withdrawn from your EFT account • You can bid on the sale for the eight weeks between the public offering notice being published and the close of the sale • If you submit two bid requests for the same parcel the department will take the highest bid
What is Different? • You will use the e-bidding system to bid • You will be able to withdraw a bid prior to the close of the sale using the system • You will pick up your agreement documents electronically
WhatisDifferent? • Bids can be entered as price per hectare or bonus amount • Rent and issuance fee will be added by system • You will be able to batch bids – mixing commodity type and agreement type as you choose • Sales results will normally be available at 3:30 p.m. on sale day
WhatisDifferent? • Amended parcels will show as red on the system • You can create a file in your land system and upload it to the e-bidding system
What is Different? • Cheques will not be accepted • If two identical bid requests are submitted for the same parcel by one company, the department will use the latest submitted request • If for example you want to change the lessees, designated representative or confidential rent payor
Set-up ETS Account • ETS provides secure access to electronically available information and services provided by the Department • To apply for an authorized ETS account ID, you must complete the “ETS Account Set-up/Change Form” and provide an authorization letter • http://www.energy.gov.ab.ca/1877.asp • Fax to Client Registry: (780) 422-9522
Change ETS Account • Client Registry is accepting requests to add the new form types to your existing account • Submit ETS Account Set-up/Change Form • Add “Bid Request” and “Agreement Documents” in section B
ETS Security • An account and password are required to prepare a bid request using ETS • Authorization is required for selection of a site administrator and again to make a change • Separate client accounts and passwords for every user within your company
ETS Security • New security measures have been implemented • Passwords must be reset every 90 days • The system will “time-out” in 1 hour
The Bid Request • Two options available to create a bid request • Query by Map – select parcels from a map view • PNG and Oil Sands – select from a complete list of parcels or load an in-house XML or CSV file
Query By Map • The user will enter an area of interest and view a map • Two formats: Oil Sands and P&NG • View all posted parcels in conjunction with parcels for a particular sale • Alberta Crown/Alberta Non-Crown • Select parcels by sale date for a bid