Frequently Asked Questions

Compass Frequently Asked Questions

Frequently asked questions and responses are sorted by major categories. If you have a question, please feel free to submit to Vicki Cain, vcain@utsystem.edu. University Lands will respond and publish questions and responses as quickly as possible.

FAQ's By Category

 

General Info

Q: What are the due dates for Production Reports?
A: Oil production reports (UT1) are due on the 5th day of the second month following production. Gas production reports (UT2) are due on the 15th of the second month following production. Ex: April production reports are due June 5th (oil) and June 15th (gas)

Compass Security

Q: How do I register to be a Compass Portal user? Do I need to complete a UT6 Form?
A:
If your company is not yet registered as a Compass user:
- Download and submit a completed UT6 form to Leslie Smith lsmith@utsystem.edu (Form UT-6 PDF).
- The UT6 Form is available on the Compass Portal Login Page or from link in the resources below.
- Once received, University Lands will complete the registration process and create the company’s Compass administrator account.
- The newly created administrator will receive an e-mail with a User ID and a link to create a password for the Compass portal.

If your company has already registered as a Compass user, but YOU are a new user:
- Complete the New User section on the Compass portal login page.
- OR reach out to your company’s Compass Administrator, who can create a User ID for you.
- Once your administrator completes the new user set-up process, you will receive an e-mail with your Compass portal User ID and a link directing you to complete the process and set your password.
Q: What are the Compass login User ID and Password requirements?
A:
User ID:
- User ID must have a minimum of 6 characters
- No special characters allowed
- Upper and lower case letters and numbers are accepted but not required

Password:
- Password must have a minimum of 8 characters
- At least 1 character must be a letter (either upper or lower case)
- At least 3 characters must be numbers
- Symbols or special characters ARE allowed but not required
- Password is case sensitive

UT1, UT2 & UT3

Q: How do I locate my previously filed UT1 and UT2 reports?
A: Compass offers a search UT1 and UT2 query. Additionally, by accessing the UT1 and UT2 screen, you can find all of your previous reports in the property grid. Each report for a given production date and product type is listed.
Q: Will I receive a confirmation for a successful UT1, UT2, or UT3 report submission? How do I know University Lands received my UT1, UT2, UT3 report?
A:
You can generate a Confirmation Report which is an easy and organized way to view all past and current reports, as well as keep them for your records. The Confirmation Report can be updated and reprinted as changes are made to your report. You can view and print a Confirmation Report of all past and current UT1, UT2, and UT3 reports.

For the UT1 or UT2 a Property grid status of “SENT” provides an indication of successful report submission. For the UT3 a Header grid status of “SENT” provides an indication of a successful report submission.

NEW = Records that are not SAVED or VALIDATED
SAVED = Records that were successfully committed to the database via the SAVE button, but are not yet validated
VALIDATED = Indicates record passed all validation criteria
ERROR = Record displays "ERROR" if the record fails validation criteria
SENT = Only VALIDATED records are available for submission – once submission is successful, the Status changes to SENT.
Q: Can I submit a Zero Production and/or Zero Sales UT1 or UT2?
A: Zero Production and/or Zero Sales UT1’s are permissible. A monthly report is required on all active properties. “Zero Sales” box can be checked when there is no sales volume.
Q: What are the Disposition Codes? Do I have to create a separate report for each Disposition Type?
A: Disposition Codes differ based on whether they are UT1 or UT2 related but the purpose is to report the disposition method for the production on the report being filed. Multiple dispositions are acceptable for a single property / production month.
Q: What is the RRC Type? I am reporting on gas, but the field shows an error when I enter “G” in the RRC Type field.
A:
The RRC Type designates whether a well is classified by the Texas RRC as an oil well or a gas well. The rules regarding this classification are governed by the TX RRC. This is NOT the product type of the production you are trying to report.

If an error occurs when entering a UT3 Check Detail RRC Type, verify the correct RRC Type by using the Search UT1 and UT2 query or review the UT1 and UT2 Property Grid for that lease description which will show either “O” or “G” type.
Q: What is the difference between the Delete and Void functions?
A:
Delete is typically used to remove a single line from either a UT1/2 or a UT3. See specifics below.
VOID removes an entire UT3, and can only be used in select situations.

For UT1 and UT2:
• To remove an unwanted row in the Disposition or Purchaser grid, select (highlight) the row and press Delete. An Undo option is available if the wrong row is selected.

For UT3:
- A UT3 Header can be Deleted if it has never been SENT.
- To remove a SENT UT3, press Void and the transaction will be “undone.” If the status of the UT3 is LOCKED it cannot be voided as this status indicates it has been matched with a payment.
- A UT3 Check Detail line can be deleted if the status is New, Saved, or Validated.
- Once a UT3 is locked, if you would like to move the money from one lease or date to another, create a Reallocation UT3.
Q: Can I submit UT1 (Oil) and UT2 (Gas) Production Reports on the same CSV upload? Is there a restriction on the number of leases I can include on one CSV upload file?
A:
The Compass Portal allows for both UT1 (Oil) and UT2 (Gas) Productions Reports to be submitted on the same CSV upload file.

There is only one CSV template used to upload both UT1 and UT2 Production reports, so fields applicable to both UT1 and UT2 reporting appear on the template and the user need only enter data in the fields applicable to the type of report they want to submit.
- For example, the BTU Factor (Column R) field is only relevant to Gas reporting and would contain no value on a line reporting oil production.
- There are no restrictions to the number of leases that can be included in one CSV upload file.
Q: Do I have to report whole numbers only?
A: The Compass Portal allows (for most fields) 2 places after the decimal point. You should report all production volumes and values as accurately as possible, inclusive of values after the decimal point.
Q: Will I receive a confirmation for a successful UT1, UT2 or UT3 report submission? How do I know University Lands received my UT1, UT2 or UT3 report?
A:
Reporters do not receive confirmations for a successful UT1, UT2, or UT3 submission, however you can print a confirmation after successfully sending the report.

For the UT1 or UT2, a Property grid status of “SENT” provides an indication of successful report submission. For the UT3 a Header grid status of “SENT” provides an indication of a successful report submission. A confirmation report can be printed on the UT1, UT2 and UT3 screens but the “SENT” status is the indicator to a successful submission.

NEW = Records that are waiting to be completed and are not SAVED or VALIDATED
SAVED = Records that were successfully committed to the database via the SAVE button, but are not yet validated
VALIDATED = Indicates record passed all validation criteria
ERROR = Record displays "ERROR" if the record fails validation criteria
SENT = Only VALIDATED records are available for submission – once submission is successful, the Status changes to SENT.
Q: When should I use a Reallocation versus moving money on my original UT3 when I am making a payment? Can I move money? between leases? between production months?
A:
Use your monthly UT3 when there is a balance due on a current month’s report or a prior period.
- If you are reallocating money from a prior UT3 (e.g., from another lease or another production month), and are moving that money to the current production month only, you can use a UT3 that has a balance due without any penalties.
- These UT3’s will get a Trace Number that starts with the letter “C.”
- Remember, your UT3 must tie exactly to your royalty payment made to University Lands.

Use the Reallocation UT3 (no balance due, the report foots to zero) when you are moving previous payments to any prior production months.
- Reallocations to prior periods are not subject to penalties if filed using a Reallocation UT3 (no balance due, the report foots to zero).
- Reallocation UT3’s must net to Zero.
- These UT3’s will get a Trace Number that starts with the letter “R.”
- Reallocations can also be applied to the current production month as long as the reallocation nets to zero.

CSV Uploads

Q: What are the Disposition Codes? Do I have to create a separate report for each Disposition Type?
A: Disposition Codes differ based on whether they are UT1 or UT2 related but the purpose is to report the disposition method for the production on the report being filed. Multiple dispositions are acceptable for a single property / production month.
Q: What is the RRC Type?-I am reporting on gas, but the field shows an error when I enter “G” in the RRC Type field.
A:
The RRC Type designates whether a well’s primarily production is oil (the letter O, not zero) or gas (the letter G). This is NOT the product type of the production you are trying to report. It is possible that the RRC Type is “O” when you are reporting gas production and conversely the RRC type is “G” when you are reporting oil production. The RRC type is assigned by the RRC when a well is completed.

If an error occurs when entering a UT3 Check Detail RRC Type, verify the correct RRC Type by using the Search UT1 and UT2 query or review the UT1 and UT2 Property Grid for that lease description which will show either “O” or “G” type.
Q: Can I submit UT1 (Oil) and UT2 (Gas) Production Reports on the same CSV upload? Is there a restriction on the number of leases I can include on one CSV upload file?
A:
The Compass Portal allows for both UT1 (Oil) and UT2 (Gas) Productions Reports to be submitted on the same CSV upload file.

There is only one CSV template used to upload both UT1 and UT2 Production reports, so fields applicable to both UT1 and UT2 reporting appear on the template and the user need only enter data in the fields applicable to the type of report they want to submit.
- For example, the BTU Factor (Column R) field is only relevant to Gas reporting and would contain no value on a line reporting oil production.
There are no restrictions on the number of leases that can be included in a single CSV upload file.
Q: Do I have to report whole numbers only? Is there a restriction on the number of leases I can include on one CSV upload file?
A: The Compass Portal allows (for most fields) 2 places after the decimal point. You should report all volumes and values as accurately as possible, inclusive of values after the decimal point.
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