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SME Entry Support

1. Information on Industry Technology Needs

The PTAC website contains a great deal of information on industry R&D activities and technology needs. If you have an interest in a specific technology area, a recommended first step is to review the materials in the technical area(s). Each of the approximately 25 technical areas contains information on:

  • Forums – Where providers can highlight their technologies and producers can emphasize their problems or present areas where Requests for Proposals (RFPs) might be issued.
  • Workshops – Where stakeholders in a specific technical area are invited to participate in sessions to brainstorm for technology needs and to prioritize and define the needs to facilitate the issuing of RFPs.
  • Technology Information Sessions (TIS) – Presentations for sessions held to highlight work done to develop new technology solutions and engage support for moving technologies further up the development curve though more research, demonstrations, or commercialization.
  • Requests for Proposals (RFPs) – Past efforts to engage research providers and technology suppliers to submit proposals through a formal process. Many are still looking for new options to address these issues.
  • Projects – Information on current and completed projects in each technology area.
  • Committees – Highlights the activities of PTAC technical committees who are working to progress activities in the key areas.
  • Technical Links – Links to other websites, key technical reports and roadmaps which can help provide information on technology needs or resources.
  • Additional SME Support – If you are a SME and have specific questions you need answered or would like to discuss contact Marc Godin at (403) 218-7720 or
  • Links to Key Reports:
    • Air Emissions
      • “Fugitives Fact Finding Report”
      • TEREE Project List”
    • Conventional Oil and Gas
      • “Spudding Innovation”
    • Current Oilsands
      • Oilsands Roadmap"
    • Drilling
      • “Level Best – Drilling Seasonal Load Leveling Business Case”
    • Eco-Efficiency
      • “Barriers to Deployment of Environmental Technologies”
    • Energy Efficiency
      • “Business Case for Energy Efficiency Report”
      • “Business Case for Energy Efficiency Presentation”
    • Future Oilsands and Heavy Oil
      • “Low Carbon Futures”
    • Unconventional Gas
      • “Filling the Gap – Unconventional Gas Technology Roadmap”
    • Water Treatment
      • “Feasibility Study for SAGD Produced Water Treatment Test Facilities”

If there is a gap you think might be filled by organizing a new event, developing an RFP, proposing a project or adding technical links please contact the Technical Area coordinator listed for each Technical Area.

2. SME Membership in PTAC

The support PTAC provides to non-PTAC members is limited. Often smaller organizations require more support than larger corporations If you require additional support to bring your technology or research to the attention of the oil and gas industry, and are not a PTAC member, please consider joining PTAC. PTAC strives to provide some initial information for SMEs that are new to the industry as well as others who are interested in providing technology to the oil and gas industry. Additional contributions now allow PTAC to provide supplementary support to SMEs.

PTAC corporate membership fees can easily pay for themselves. Great value can be gained through PTAC by holding a Technology Information Session (TIS) or by having the right contacts that PTAC can supply form their extensive contact listings. PTAC’s is mainly supported by membership fees paid by large producers, governments and through event/project revenues.

PTAC welcomes memberships for SMEs on an “as-needed” basis. We recognize that SMEs may benefit the most from PTAC membership when they have a specific need to move technology into the demonstrations or commercialization stages. PTAC’s goal is to provide SMEs good value for your membership fee at the appropriate time.

PTAC Membership Yearly Fees are based on size of company (# of employees). Visit the “PTAC Application” page for more details.

3. Industry Contacts for SMEs

We can provide SME members with:

  • Technical Contact E-mail for Notices or One-on-One Contact
    • One of the greatest problems faced by SMEs and larger suppliers to the oil and gas industry in Canada, is to find the right people to talk to. You may need to identify researchers to support your development, funders to support your on-going work, suppliers to manufacture equipment or producers to host demonstration trials. This is particularly true for SMEs located outside of Calgary where most of the producer head office technical staff is located.
  • Targeted Contacts
    • PTAC actively maintains an extensive database of over 14,000 contacts. Each contact can be identified by technical areas of interest. This allows SMEs to target the right audience to attend a Technology Information Session or meeting and have 20-80 appropriate people attend who are the most likely to be interested in your ideas. PTAC can work with SME members to help identify contacts for one on one discussions or larger groups.

Have you already spent too much time and money trying to find the right contacts?

4. Is a Technology Information Session (TIS) desired?

A TIS is an opportunity to build a collaboration to increase the pace of development of your technology and to make other people in the industry aware of what you are offering, what you need, and where you are planning to take your technology.

It is a good idea to hold a TIS if you:

  • Need feedback to determine how your technology appears to meet the needs of the industry;
  • Need public or additional industry funding to support further development which cannot be obtained from investors;
  • Need a place to demonstrate how well your technology can meet the need;
  • Have a service you can provide to help innovators, other SMEs or technology developers progress their work;
  • Have a success story to tell and don’t want to wait to present it formal forum;
  • Think there is a common issue that people in the industry should be addressing.
    The following decision tree is intended to help SMEs through the initial decision to hold a TIS:

SME Flowchart

A TIS is your chance to make a good first impression to a lot of people at once. PTAC can help to achieve positive results.

5. Initiating the Process to Hold a Technology Information Session (TIS)

What is a Technology Information Session?

A Technology Information Session is typically hosted at a PTAC supplied venue for 1 1/2 to 2 hours, from 11:30 a.m. – 1:30 p.m. includes a light lunch provided by the proponent; or as a breakfast or afternoon session. The intent of a Technology Information Session is to ensure interested parties receive valuable information and for the proponent to receive feedback.

Who May Attend a Technology Information Session?

PTAC members or oil and gas industry personnel interested in collaborative research and technology development may attend. Proponents may restrict attendance if they so desire.
What Is The Cost to Hold a Technology Information Session?

TIS Proponent Fee Schedule

Proponents must be a PTAC member. Proponent pays for all 3rd party catering costs for TIS.

Based on the number of employees the proponent has, they receive the following free TIS per membership year, and pay $600 (plus GST) for each additional TIS:

  • 1-50 employees, 0 free TIS per membership year
  • 51-100 employees, 1 free TIS per membership year
  • 101-200 employees, 2 free TIS per membership year
  • 201-300 employees, 3 free TIS per membership year
  • Over 300 employees, 4 free TIS per membership year

Any exceptions to this policy must be approved by PTAC management.

TIS Attendee Fee Schedule

  • PTAC members and employees of not for profit associations: No charge
  • Non PTAC Members: $ 50 + GST to be paid in advance or at the door.
  • Surcharge for PTAC Members that do not register (at least 1 working day in advance) and just show up at the door: $ 25 + GST

Please be advised that PTAC reserves the option to charge $ 25 + GST to PTAC members that register and do not attend, unless notification of cancellation is received by PTAC a minimum of 24 hours in advance of the TIS

Who May Conduct a Technology Information Session?

Any organization that is a member of PTAC may apply to conduct a Technology Information Session. A Technology Information Session must be sponsored by at least one other PTAC member or oil and gas company. The sponsor simply supports the proposal as worthy of industry consideration. PTAC will assist the proponent in finding a sponsor if necessary. If a PTAC member doesn’t have a sponsor and cannot secure one after reviewing their proposal with industry personnel, then no Technology Information Session will be run.

If you would like to hold a TIS, or have questions, contact PTAC’s SME services facilitator:

Marc Godin
phone 403.218.7720

6. Planning for Your TIS

PTAC will put you in touch with an event coordinator to help you select a specific date and plan for your TIS. PTAC will secure a suitable venue, distribute the invitation, register the attendees, order catering if required (proponent is responsible for catering charges) and arrange for any additional needs you may have.

If you are an SME and interested in receiving some experienced technical support, the coordinator will refer you to the appropriate person.

One of PTAC’s directors: Denis Gaudet and Bruce Peachey will likely contact you first to assess your needs. If necessary, PTAC will contact other consultants or advisors if needed, to help you prepare for the TIS, target the right audience and review presentation materials to provide advice on potential adjustments in content or format to better meet the needs of your target audience.

How Does a Technology Information Session Work?

The PTAC member that wishes to conduct a Technology Information Session first prepares a one page draft “Open Letter to Industry” outlining the key aspects of their proposed R&D. The standard outline for an “Open Letter” includes:

  • Background
  • Proposed scope, goals, cost (if applicable) and duration of the project
  • Benefits to project participants
  • What the proponent is seeking from potential participants

The letter should not contain details on the “How” of the proposal nor any proprietary information. Sample letters on past or planned sessions held may be viewed on PTAC’s website under “Events and Initiatives – Information Sessions” or the event coordinator can provide you with an example based on a similar topic. Once a sponsor has been found, this open letter is finalized with input from PTAC and then emailed to appropriate contacts.

Technology Information Session Presentation Guidelines

A proponent typically needs to accomplish five key objectives during a Technology Information Session:

  • Tell the potential customers about the research or technology offered or proposed by the proponent and why it is important.
  • Tell potential customers how the proponent will deliver what has been offered or proposed.
  • Provide sufficient background to establish confidence with potential customers that the proponent can deliver what has been promised.
  • Obtain feedback and solicit questions from potential customers to upgrade or focus what has been proposed, or to ensure the customer has gained a clear understanding of the issue.
  • Tell the customers what is the next step and timetable.

Potential collaborators need first, and foremost, to understand how the research or technology proposed will improve the business performance of their organization (financial, environmental, or safety).

7. Holding the TIS

PTAC will coordinate the logistics of the TIS and will provide staff at the venue to welcome and check in the attendees, respond to any unexpected needs. One of PTAC’s managers or directors will introduce the session and remain for the presentation so they can provide you with post-session feedback or assist if problems arise.

PTAC Recommends that Proponents Should

  • Supply a copy of the presentation, proposal, company brochure and business cards where applicable.
  • Plan your presentation to last 45 minutes [maximum] for a lunch-hour session.
  • Allow up to 45 minutes for formal question and feedback discussion
  • Ensure your most important point is emphasized at the beginning and the end of your presentation; people remember the first and last thing you say.

The Essential Elements of a Presentation are:

(recommended % of session time)

  • Introduce all presenters and representatives including self-introductions of all attendees (4%).
  • Tell people at the start and end what the next steps will be [tell them your plan] (3%)
  • Review briefly past relevant accomplishments and expertise of individuals, or organization(s). (3%).
  • Provide an overview of the proposal or technology [scope, goals, cost, and duration]. (25%)
  • Outline deliverables and benefits to potential collaborators. (9%)
  • Provide background specific to current proposal or technology (9%).
  • Specify contribution required from potential collaborators [project funding, field test site, technical input, purchase of technology are all possibilities]. (4%)
  • Solicit questions and feedback to obtain upgrade suggestions and ensure a clear understanding by potential collaborators. (40%)
  • Wrap up including next steps or next meeting, or actions required by potential collaborators (3%)
  • Engage in informal discussions with interested individuals and organizations at the conclusion of the session.

How do I Protect My Intellectual Property?

PTAC members must protect their intellectual property during these sessions as they would elsewhere in the business world. PTAC recommends that only non-proprietary information be provided to participants and PTAC staff. PTAC members may request participants to sign a non-disclosure agreement in advance of the session; however this is not generally done as it is likely to limit attendance. PTAC has sample agreements available for members in the support library on the website, or in hard copy or electronic format.

Feedback from the TIS is Critical. PTAC can help you decide what to ask TIS attendees to get responses which will help you follow-up.

8. Discuss Next Steps after the TIS

After the TIS, PTAC will provide the proponent with a list of session attendees and a summary of the feedback received from attendees. To encourage feedback responses, PTAC offers a gift draw for all attendees who provide feedback. Generally, after the TIS proponents will either have positive indications of support that will encourage them to move ahead, or they may have received feedback that may cause them to reassess the timing and scope of their proposed actions.

At this point you may not require more assistance, however, to maximize the benefits we recommend you follow up with people who expressed an interest in your technology. Also there are benefits to continued PTAC involvement that should be discussed with your PTAC staff contacts after the TIS.

Options for additional PTAC support, covering most phases of project scooping and execution, can be discussed on a negotiated fee-for-service basis. Generally these services would be provided by either PTAC managers or directors, or be contracted out through PTAC to other PTAC member companies who have proven capabilities in these areas. PTAC can

  • Organize and facilitate meetings
    • PTAC can organize meeting, provide meeting rooms and supply neutral facilitation to pursue discussions with potential collaborators, discuss potential funding options, possible project stages and milestones.
  • Assist in proposal preparation
    • SMEs may require more help in deciding how to structure a collaborative project or JIP for a given type of activity. PTAC can assist in proposal preparation and help find additional collaborators for specialized project tasks.
  • Organize third party support
    • In some cases SMEs may want to look for third party support to participate in a project, provide verification of results, conduct the trial, etc. PTAC can take on the role of locating organizations and helping to organize contracts.
  • Help locate funding
    • PTAC could assist SMEs in developing applications for STDC, AERI or other funding requests.
  • Manage projects
    • PTAC can be contracted to serve as overall project managers to look after planning and organizing a demonstration test etc.

“Don’t Start Vast Project with Half Vast Ideas” It takes a lot of people to make anyone successful.

9. Project Scoping and Execution

PTAC can take on roles to support SMEs, technical committees or others wishing to proceed with projects. This would be in return for a fee negotiated based on the work being looked after by PTAC, and preferably on a cost plus fee basis. Normally third party contractors would be engaged. PTAC’s role would be to facilitate locating key collaborators, obtain input from potential end-users, regulators and governments, and fill any gaps.
As a not-for-profit organization PTAC cannot assume any liability. Any on-site work is the responsibility of the host site owner, as well as reviewing and approving for installation and operation.

Third Party Verification

One of the most valuable services PTAC can provide to technology providers is to organize project reviews by our technical committees, and/or contract qualified and unbiased third party reviewers to verify field results. Often trials and demonstrations are organized by a technology provider with an industry champion, but to maximize the benefits to the provider and the industry as a whole, other producers must also be convinced of the results or there will be minimal market acceptance of the technology.

Third party review and verification, deals with issues of:

  • Perception of supplier/champion bias
    • Buyers have a natural reluctance to accept supplier claims without receiving corroborative input from a known and trusted source that has no vested interest in the results.
  • Consistency in technical and economic valuations of results
    • Often suppliers look at the value of technologies from a different point of view than potential customers, e.g. what value do you put on energy savings vs. potential downtime and lost production.
  • Identification of related tangible and intangible benefits
    • A different set of eyes can often see things those closest to the problem have overlooked.
  • Balanced reporting of Pro’s and Con’s
    • Sorting out the true and most significant benefits and indicating if potential problems are manageable or deal breakers, is a key assessment need to convince future customers.
  • Assessment of results due to application vs. technology viability
    • Sometimes technology trials fail because they were in the wrong application or inappropriately applied. It is just as important to understand why a trial has failed as it is to understand why it has succeeded.
  • Systemic Barriers
    • At times the barriers to implementation of a technology are systemic due to regulations, standards or operating practices. A third party can identify those barriers and have some credibility in suggesting ways to safely overcome the barriers.

Reporting to Funding Organizations

Another valuable service PTAC can provide is to facilitate project status reporting to funding organizations through periodic project status reviews and by assisting with completion of any extra reporting required by government funders.

The end result we are looking for is a smooth flow of ideas from concept to widespread and appropriate application by industry to improve their economic, environmental, safety and productive performance.

DISCLAIMER: PTAC does not warrant or make any representations or claims as to the validity, accuracy, currency, timeliness, completeness or otherwise of the information contained in this report , nor shall it be liable or responsible for any claim or damage, direct, indirect, special, consequential or otherwise arising out of the interpretation, use or reliance upon, authorized or unauthorized, of such information.

The material and information in this report are being made available only under the conditions set out herein. PTAC reserves rights to the intellectual property presented in this report, which includes, but is not limited to, our copyrights, trademarks and corporate logos. No material from this report may be copied, reproduced, republished, uploaded, posted, transmitted or distributed in any way, unless otherwise indicated on this report, except for your own personal or internal company use.

© Copyright 2017 Petroleum Technology Alliance Canada | Last Deploy was Not Long Ago.