Master Rates

The rates are configured in the Master Rates Grid. The company's rates all are required to be configured in the Master Rates Grid to be added to an addendum or to be included in a custom rate tables created in the Rate Table Grid. This guide will demonstrate how to navigate to and manage your master rates.

Navigate to Roads & Thirds Grids/Settings

Navigate to the Roads & Thirds Grid/Settings (ie. Additional Conditions, Master Rates, Master Agreements, Addendums, Requests, etc.) by clicking the Roads & Thirds dropdown menu at the top of the page. This will display all the Roads & Thirds related options.

Then click on an option to display its grids/settings.

Master Rates Grid Overview

1. Search Rates - Search for keywords to filter the rate table (ie. Bridge)

2. Road Rate Type - The type of Road Rate (Administrative, Initial Consideration, Maintenance or Road Ban)

3. Rate Code - The name of the rate. This will be the name displayed in the generated agreement.

4. Road Type - The type of road (Road, Bridge, or Trunk Road)

5. Well Type - The rate is either type Well or Not Well.

Well - Choose if the rate applies to a well.

Not Well - Choose if the rate applies to a facility, pipeline, camp, etc.

When 'Well' is chosen, the rate will apply to each well on the addendum. This also allows the system to auto-apply rates to wells based on their status, and to automatically identify addendums to bill IC for based on spud date.

1. Production Status (PN) - A production status (Licensed, Drilling, Producing, Non-Producing) can be chosen to allow for the auto-population of certain rates using well status data from the regulator. This only applies to Well Rates.

• Example: If you are creating a maintenance rate for Abandoned/Shut In Wells, you would select 'Non-Producing' for the Production Status.

1. Per Unit Rate - The monthly rate ($/km) of road used.

2. Flat Rate - A flat monthly rate ($) to be billed regardless of kms.

3. Min Amount - The minimum amount to be billed each month. If you usually charge a minimum Per Unit Rate of one km, then your Min Amount should equal your Per Unit Rate.

4. Account Code - The account code for the road rate.

Create Master Rates

1. Click Create in the top right corner of the Master Rates Grid page

1. Enter the Rate details

Note: Road Rate Type and Rate Code are required fields.

1. Click Save

The 'Add Rate' dialog will contain fields that are not displayed in the Master Rates Grid.

• Well Tied In - Apply the rate to 'Tied-in' or 'Trucked' wells. This only applies to Well Rates.

Apply to tied-in wells - Apply if the rate is specific to piped wells

Apply to trucked wells - Apply if the rate is specific to trucked wells

• First Spudded Well - Specify if the rate should only apply to the first spudded well, or subsequent wells on an agreement. The spud date is automatically referenced from the regulator data using the well license. This only applies to Well Rates.

• Explicit Fee - Specify if the rate should be manually applied to each addendum or automatically applied to all existing and new addendums that match the criteria for that rate.

Selected/Explicit - The rate must be manually applied to each addendum

Deselected/Non-Explicit - The rate will automatically be applied to all existing and new addendums that match the criteria for that rate.

Example - A Non-explicit rate of type 'Well' will only be applied to addendums that have a well attached to it.

Note: Non-Explicit fees cannot be deleted from an addendum, however the rate amount can still be overridden.

• Description - Enter any notes specific to the rate

Note: There is a maximum limit of 2000 characters for Description field.

The new rate will be displayed in the Master Rates Grid.

Edit Master Rates

Note: Editing the master rate will modify the fields in the Rates section for all the addendums that contain it regardless of status (ie. Requested, Access Granted, Active, etc.).

1. Click on the dropdown menu next to a rate on the grid

1. Click the Edit option from the dropdown

1. Modify the information in the fields

1. Click Save

The changes to the rate will be displayed in the Master Rate Grid.

Delete Master Rates

Note: If the rate is currently applied to an addendum or a billing cycle the user cannot delete the rate in the Master Rates Grid. If attempted you may receive an error.

1. Click on the dropdown menu next to a rate on the grid

1. Click the Delete option from the dropdown

1. Click OK

The rate will be removed from the Master Rates Grid.