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Previous Mini Info Sessions

December 5, 2018: Overview of Draft No. 1 of the New PJVA Model CO&O

Please join highly respected PJVA Members, Tim Reimer, Crawford Hutchinson, Ib Moller and Lynda MacNeill explain the evolution of the CO&O, share with us their road to its modernization and walk us through proposed solutions for common issues in advance of the release of the draft for comment.

September 25, 2018: Pad Site Sharing Agreement

The Pad Site Sharing Agreement has been developed for use with well pads containing oil or gas wells with different ownership. It governs the ownership and operation of the lease, road, surface facilities and pipeline that are shared by the wells. It deals with the interaction between the Pad Site Sharing Agreement and the applicable governing agreements for the wells, including the cross-liabilities created by the existence of multiple agreements. It also deals with end of life issues associated with wells abandoned at different times with the pad itself abandoned last. Many pads contain single party 100% owned wells or wells that are all governed under a single mineral land agreement. These pads do not generally require a PSSA. However, a considerable number of pads containing mixed ownership wells currently exist and will continue to be developed. These pads should be documented with a PSSA, so that the shared assets on the pad are managed and the range of issues inherent in a pad sharing arrangement are addressed before any issues arise.

Presenters: Michael Bruch, Lorraine Grant and Jim MacLean.

February 10/16: Working with Canada’s Natural Gas Midstream Industry

The processing business is becoming more complex, thus it is vital for the PJVA to be current in both the midstream and downstream aspects of our business.

This midstream seminar will provide a little bit of history on the evolution of the midstream sector, the three key areas in midstream commercial arrangements that you should concern yourself with, and other important considerations such as plant turnaround costs, plant product recovery efficiencies and plant on-line reliability.

Presenter: Bart van Schaayk, Principal – GPMi

Bart van Schaayk is a Professional Engineer with 30 years’ experience focused predominately on the infrastructure, commercial, economic and regulatory aspects of the natural gas industry in Canada.

View Feb 10, 2016 Presentation: (**member login required)
Working with Canada’s Natural Gas Midstream Industry

May 7/15: Emerging Marketing Issues for JV

The processing and marketing businesses are becoming more complex, thus it is vital for the PJVA to be current in both the midstream and downstream aspects of our business.

This marketing seminar will provide an overview of what happens to products after the production and processing stages, including issues currently being addressed by PJVA members. Commercial arrangements for processing will continue to be driven by the traditional factors such as plant capacity, plant ownership, but producers need to be even more aware of:

  • Downstream and Marketing aspects of the products
  • Connectivity of plants and pipelines
  • Transportation: capacity, firm service holders, infrastructure plans of the Transporters
  • NGL fractionation space, capacity, firm service holders
  • Netback price determinations and economic analysis
  • Midstream companies leading the way in those areas where they have a geographical advantage
  • Larger companies driving in those areas where they have a land and infrastructure advantage
  • POP (Percentage of Proceeds) arrangements

Presenter: Sean Padley, Manager, Marketing and Joint Venture, Delphi Energy Corp.

Sean has been involved in various aspects of the oil and gas industry in Alberta for nearly 20 years. Initially focused on Joint Venture, in the past years Sean has also taken on responsibility for the marketing function. In his current position as Manager, Marketing and Joint Venture at Delphi Energy Corp. he is responsible for overseeing all aspects of the marketing of natural gas, NGL and oil products.

View May 7, 2015 Presentation: (**member login required)
Firm Capacity: Where Marketing and JV Intersect The New Paradigm Presentation


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Sept 16/14: Trust

On Tuesday, September 16th we had a Mini Information Session on Trust presented by Dr. Gary Lepine of Concord Professional Development Inc. Dr. Lepine explored the importance of building trust in the workplace and using trust as a foundation to better negotiations. The presentation was well attended and the feedback suggested that most attendees were able to take away skills that would help them build better working relationships based on trust.

Presenter: Gary Lepine

Dr. Gary Lepine is President of Concord Professional Development and his work concentrates primarily on applied professional ethics, workplace environment and organizational culture.



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Feb 4/14: GAS FACILITIES 101

Due to numerous requests the PJVA is hosting a follow-up presentation of the Facilities 101 mini-seminar.

This encore presentation will focus solely on gas processing.

The seminar will provide answers to such questions as:
  • What gas needs what type of processing?
  • What does it mean when processors say you can reinject the liquids into the pipeline and others say you have to tank and truck it away?
  • What is the difference between a dew point shallow cut vs deep cut vs turbo expander plant?
  • What is a wet vs dry gathering system?
Join us for the answers to these questions and a whole lot more in this Facilities 101 mini-seminar.

Presenters: Rein Evelein, Encana

Rein received his Bachelor of Science in Mechanical Engineering from the University of Calgary and has been with Encana since 1999. He is currently a JI Representative in the Midstream, Marketing and Fundamentals group.

View February 4, 2014 Presentations: (**member login required)
Petroleum Production presentation


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Sept 26/13: Fighting Fair: How To Have Constructive Conflict

The role of Joint Venture is extremely varied and requires us to become in involved in many types of negotiations, legal issues, accounting issues, audit issues and much more. Some of these situations can give rise to a level of conflict.

Conflict is one of those things that most of us seek to avoid or minimize and we usually prefer, and do better, working in a more cooperative environment. However, there is a kind of conflict, "fighting fair", that is constructive and is a key element in building a strong, dynamic team. This presentation will discuss conflict that actually enhances rather than hurts team dynamics.

Presenters: Dr. Gary Lepine, Concord Professional Development

Dr. Gary Lepine began Concord Professional Development in 2008 where his work concentrates primarily on applied professional ethics, workplace environment and organizational culture. Gary is also co-founder of "Finishing Well", an organization that offers public education on advance care planning issues and living with a terminal or critical illness. He is currently a member of the Rockyview General Hospital's ethics committee and a board member of New Heights Learning Services, a school for alternative learning styles in Calgary



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May 2/13: The Statute of Limitations and Leftover Billings

The Limitations Act sets the time limit when the "books are closed", although many JV agreements extend the time limit. How is industry handling "leftover" items such as:
  • Forgotten Invoices (Operator discovers it had not been invoicing)
  • Discovery of a systemic error
  • Uncompleted 13th Month Adjustments
  • Unresolved audit queries:
    • Claims that extend beyond the audit period
    • Time to resolve audit queries
Presenters: Romeo Rojas & Julie Inch - Burnet, Duckworth & Palmer

Romeo attended the University of Alberta where he graduated with Honours in Bachelor of Arts. He later attended the University of British Columbia where is graduated with a Juris Doctor. He practices, Arbitration & Mediation, International Commercial Arbitration, Investor-State Arbitration, Commercial & General Litigation and Energy Litigation. Romeo is a member of the Law Society of Alberta, BC and Upper Canada and the Canadian Bar Association, to name a few.

Julie holds a degree in Bachelor of Laws from the University of Windsor and a Bachelor of Arts in Law with a concentration in Business Law and Minor in Political Science with High Honours from Carleton University. She is the Co-Chair of E-discovery Committee, BD&P. She practices Energy Litigation and Commercial & General Litigation. Julie is a member of the Law Society of Alberta, the Canadian Bar Association and the Calgary Bar Association.


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March 5/13: WHAT DO I REALLY NEED TO KNOW TO DRAFT?

Do you need to draft a Gas Handling Agreement? When is a Gas Handling Agreement needed? What should be considered when drafting the agreement? Does an Owner in a facility require a GHA for a functional unit they do not have ownership in? Should the agreement be with the well operator or each well owner? Join us for an introductory discussion on the Gas Handling Agreement that will address these questions and more.

Presenters: Doug Sick, Talisman Energy Inc. & Jan McLean, 726726 Alberta Ltd.

Doug attended the University of Calgary and graduated with a BSc in Mechanical Engineering. He spent his formative engineering life at Hudson's Bay Oil & Gas and Amerada Minerals of Canada working on production, operations and development. In 1988, he started at Bow Valley Industries in the Joint Ventures group and then Talisman Energy. Over the 25 years in JV he has seen many positive changes, particularly in the formation of the PJVA which has brought much needed standards to the industry. He is currently working as the Talisman Sr. JV Representative for the Wild River and Bigstone areas.

Jan McLean holds a degree in Mechanical Engineering from the University of Calgary and has over thirty years' experience in the oil and gas industry. She has specialized in Joint Interest for the last fifteen years. Jan currently serves on several PJVA task force committees and teaches the unit module of the Mount Royal Joint Interest courses.


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January 16/13: FACILITIES 101

Confused as to what gas needs what type of processing? What does it mean when processors say you can re-inject the liquids into the pipeline and others say you have to tank and truck it away? What is the difference between a deep cut vs shallow cut vs turbo plant? What is a wet vs dry gathering system? What about oil and heavy oil, what does it need for processing?

Join us for the answers to these questions and a whole lot more in this Facilities 101 mini-seminar.

Presenters: Rein Evelein, Encana Corp & Teresa Waddington, Shell Canada

Rein received his Bachelor of Science in Mechanical Engineering from the University of Calgary and has been with Encana since 1999. He is currently a JI Representative in the Midstream, Marketing and Fundamentals group.

Teresa graduated from Queen's University in 2004 with a degree in Chemical Engineering and has worked for Shell since graduation, in engineering and commercial assignments. Teresa's engineering experience has been in Operations, Projects and Development, all within Heavy Oil in the mining and in-situ businesses.

View January 16, 2013 Presentations: (**member login required)
Petroleum Production presentation
Heavy Oil Processing presentation



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October 4/12: Business And Professional Ethics 101 - Things To Think About

Ever wondered what the right course of action should be when dealing with your partners and how you get to that decision?

Join Dr. Gary Lepine as he walks us through an overview of business and professional ethics. The session will explore the two models that have dominated business ethics in Western Canada, how ethical decisions are made and the four levels we all work through to get to that point. Gary will also discuss what it means to be a "Professional" in Joint Ventures.

Presenter: Dr. Gary Lepine - Concord Professional Development
Dr. Gary Lepine began Concord Professional Development in 2008 where his work concentrates primarily on applied professional ethics, workplace environment and organizational culture. Gary is also co-founder of "Finishing Well", an organization that offers public education on advance care planning issues and living with a terminal or critical illness. He is currently a member of the Rockyview General Hospital's ethics committee and a board member of New Heights Learning Services, a school for alternative learning styles in Calgary.


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June 14/12: CAPL and the Concept of Production Facilities

This session is designed to offer attendees an overview of the CAPL Operating Procedure coverage of "production facilities" in the context of the manner in which that term is used in the CAPL document. Topics to be discussed include the rationale for the introduction of production facility content in the 1990 CAPL Operating Procedure, the PJVA's involvement in the creation of the provisions, the manner and scope in which production facilities are addressed in the CAPL Operating Procedure and the changes that were made in this area in the 2007 CAPL Operating Procedure.

Presenter: Jim MacLean, Manager, Mineral Land Asset Management, Talisman
Jim has worked directly on a number of industry standardization and work process improvement initiatives, and has also been the principal draftsman of a number of industry documents including: the 1990 CAPL Operating Procedure; 1997 CAPL Farmout & Royalty Procedure; and the 2007 CAPL Operating Procedure.


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May 9/12: Acquisitions and Divestitures - The What, When, Where and How

Join us for an overview of A & D processes and documentation. From Transaction Notice to Post Close, find out why Joint Venture plays such an important role in the purchase and sale of company assets. Just to list a few of the topics:
  • Corporate vs asset transactions
  • learn about the flow of data and what information is needed for a closing
  • what is the difference between closing date, effective date and binding date
  • when does industry recognize this information
Presenter: Robyn Lewis - Penn West Exploration
Robyn Lewis is a longtime member of PJVA and is a Joint Venture Unit/A&D Specialist with Penn West Exploration. Robyn has over 35 years experience in the oil industry with over 8 years specializing in A & D.


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March 13/12: Model Tie-In Agreement Overview

Please join members of the Model Tie-In Agreement task force for an overview of the Agreement. All members will be in attendance to address questions.

Task Force Members:
Joan Lee - Husky (Chairman)
John Rothwell - Conoco
Tracy McKim - Talisman
Suzanne Oliver - Conoco
Rose Schellenberg - Encana
Dan McCormack - Petro-Jet Canada

View March 13, 2012 Presentations: (**member login required)
Model Tie-in Agreement


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Dec 15/11: I HAVE TO DRAFT A CO&O!
WHAT DO I REALLY NEED TO KNOW TO DRAFT?
WHAT DO I REALLY NEED TO KNOW TO REVIEW?

Do you need to draft a CO&O? What information do you really need to gather in order to start? You have received a CO&O to review, what areas are important to focus on.

Join us for a walk-through of the CO&O. We will provide an overview of the Head Document, Exhibit A and Appendices and identify areas that require additional consideration.

Presenters: Kevin Milner and Ib Moller

Kevin Milner is a Lifetime Member of PJVA and is an active participant in Joint Venture education as both an instructor and previously in the development of model agreements and course materials. He was a member of the PJVA Board of Directors in 1995 and 1996 as the Director of Education and also participated in both the1996 and 1999 CO&O Agreement Task Forces as well as the 1988 Gas Processing Agreement Task Force and the 1999 and 2003 Unit Agreement Task Forces.

Ib Moller is also a Lifetime Member of PJVA. He has over thirty five years of varied work experience in the oil and gas industry and been involved in joint venture activities for over twenty five years. He has developed and taught courses in unitization, JP95/05 and CO&O's, and has been a coordinator of the PJVA Early Morning Sessions since their inception. Ib was a member of the PJVA Board of Directors from 1992 - 1997 and served as President in 1995 - 1996. He has also participated in a number of PJVA Task Forces including those tasked with development of the model CO&O and Unit Agreements.


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Oct 5/11: The Little Recognized Secret of Success

Are you functioning at your full potential? Discover Dale Carnegie's "little recognized secret of success" to empower yourself to take control of your future. Mr. Carnegie says in his writings that we only use 15% of our capabilities. That leaves 85% that we can use to maximize the way we function every day.

WORKSHOP SYNOPSIS where you will be able to identify:
  • What makes individuals successful
  • What holds us back from achieving the things we desire and need
  • Memory strengthening techniques
  • The impact of a positive attitude and effective communication
  • Utilize a proven Dale Carnegie method that allows us to get in stride in with our clients and colleagues and maximize opportunities
  • What makes a positive first impression
Participants are involved in a high-energy, participative workshop that gives them a "taste" of Dale Carnegie Training. Individuals will walk-away energized and enthusiastic for the day!

Presenter - Julie Supple, Dale Carnegie
Julie Supple has been involved in the training side with Dale Carnegie for about 13 years, and is a multi-course trainer, who teaches in Calgary and Red Deer. She has been a sales associate with Dale Carnegie Training for just over 3 years, prior to that she spent over 20 years in the corporate world as a CMA, working in large organizations. Her most recent position was the Western Canadian Director of Financial Operations for a large office equipment and solutions company, with approximately 350 staff across 4 provinces and the territories.


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June 23, 2011: Playing in the “Joint Interest” Sandbox

Presenters: Linda Matthie, Ib Moller and Lynda MacNeill

Our final mini-seminar of the season will be an open discussion on what's working vs. not working in our agreements, new issues in our business that our agreements need to address, updates required to make our industry documents reflect current business practices, and other general issues that are topical and of interest to our membership. Some of the issues to be discussed will be:

  • Processing fees and the intent of JP05
  • Assignment versus Assignment and novation of service agreements
  • Electronic signatures, Electronic communication, etc.

View June 23, 2011 Presentation: (**member login required)
Playing in the "Joint Interest" Sandbox


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Jan 25/11: All I Ever Needed to Know About ROFRs/Consents I Learned from Agreements

Presenter: Linda Green, Independent

Proper handling of rights of first refusal (ROFRs) or consents can ensure a smooth A&D process and are key to the deals. Improper handling can potentially derail a deal if the assets on which ROFRs or consents were missed or misinterpreted. This mini seminar covers ROFRs and consent terms and issues and exceptions in units, facilities and service agreements. It will also explore handling of ROFRs and consents in unexecuted agreements.

The presenter, Linda Green, began her career in the oil patch in 1978 and is recognized as an expert in Joint Venture agreements and highly respected educator throughout our industry. In addition to teaching several PJVA and Mount Royal courses, Linda has been directly involved in PJVA Early Morning Sessions, Task Forces, served on the Board of Directors (1996 - 1998) and was awarded a PJVA Lifetime Membership at the 2007 Annual Meeting.


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Nov 23/10: Joint Venture Representative Development Electronic Tool

Presenters: Various members of the Committee that developed the tool

In 2009, the Petroleum Joint Venture Association ('PJVA') Board established a Committee with a mandate to identify the competencies required to fulfill a Joint Venture Representative role and to develop a tool that would assist in planning Joint Venture Representative development. The model developed by the Committee identifies the broad competencies required for an individual in this position as well as the various skills that are employed on the job. The Committee also developed a guideline for ranking the 'Mastery' levels of each skill, from entry level (Novice) to a senior level (Expert).

We invite you to attend this Mini Seminar where the Committee will review the tool and the corresponding spreadsheet based application which allows users to assess themselves on each of the skills using Skill Descriptions and Mastery Levels as a guide. The application also allows for the incorporation of the employer's views of the importance of each of the skills in performing the Joint Venture Representative role within a particular company. The result is a weighted average score for each Competency and Skill as well as a visual representation of these scores. The intent of the spreadsheet tool is to help individuals assess their strengths and weaknesses relative to the needs of their position as identified within their company. By understanding the areas which would benefit from improvement, an individual will be able to focus on developing particular skills through educational programs, mentoring, or other means.

Of benefit to Joint Venture Representatives, Manager, Analysts that aspire to become Reps, and Human Resources personnel.


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Mar 24/10: JV Administration - A Review of Processes and Procedures

A Joint Venture Administration Taskforce has been set up by PJVA to update and revamp the Mount Royal University course. The Task Force is maximizing the use of existing materials (the JV Administration Manuals that are published by and available from the PJVA) and is working to educate and create consistency in how JV Administration is done within Industry. Teresa Waddington, Chairperson of the Task Force, will be talking about the course revamp and focus on what the role of the Joint Venture Administrator is (business communication, agreement maintenance, mail ballots and AFE's, acquisitions and divestments, etc.). Lorie Caron and Lynn Woolston will be addressing three areas of controversy and provide instruction on: 1) effective versus binding dates as they relate to property acquisitions and divestments; 2) exhibit revisions and amendments; and 3) mail ballots and AFE's.

Of benefit to all disciplines within Joint Venture, from the JV and AFE Administrators, to the Contract Analysts, to the Reps and Management.

Instructors:
Teresa Waddington - Shell
Lorie Caron - EnCana
Lynn Woolston - Talisman

View March 24, 2010 Presentations: (**member login required)
JV Administration - A Review of Processes & Procedures
Joint Venture Administration Education


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Nov 09: Being Versus Doing in Negotiations - An Interactive Workshop Exploring How to Make Your Negotiations More Powerful and Productive

This mini-seminar will inspire you to be far more skilled in creating better impacts and results from their negotiations.

Instructor: Dave Savage, who has been a member of PJVA from Day One and a former President of the organization. He is co-founder of the Global Negotiation Institute and founder of the Company to Company Dispute Resolution Council. Dave brings 33 years of management experience in the Canadian petroleum industry.