Screening is a filtering exercise, and filtering does not require precision. The purpose is to distinguish reservoirs where a method is plainly unsuitable from those where it might work, so that detailed study effort goes to the second group. Calculations accurate to within a reasonable margin are entirely adequate for that, and the transparency of a spreadsheet is worth more at this stage than the sophistication of a simulator. The mistake is carrying spreadsheet-level analysis into decisions that require detailed study.

Spreadsheet quality determines whether the tool survives. Workbooks built without structure, with constants embedded in formulas, with inconsistent ranges and without validation, produce errors that nobody detects and cannot be maintained once their author moves on. Separating inputs from calculations from outputs, using named ranges, protecting formula cells, documenting every assumption and building in checks that flag inconsistency are the practices that make a screening tool usable by an organisation rather than by one person.

Consistency across a portfolio is the main benefit. When each reservoir is evaluated by a different engineer using different assumptions, the resulting rankings reflect the evaluators as much as the reservoirs. A common workbook with common criteria, common cost assumptions and common recovery methodology produces comparisons that mean something. Where individual reservoirs need different treatment, that difference becomes visible and deliberate rather than accidental.

Finally, uncertainty belongs in the screening rather than after it. Remaining oil saturation, incremental recovery, chemical retention, oil price and capital cost are all uncertain at screening stage, and a single point estimate hides the fact that a candidate ranked first on point values may be far riskier than one ranked third. Monte Carlo analysis is straightforward to implement in a spreadsheet and changes which candidates get taken forward.

By the end of this training, participants will be able to:

• Build EOR screening workbooks implementing criteria for chemical, gas and thermal methods
• Construct scoring, weighting and ranking systems for portfolio comparison
• Build analogue comparison tools and use them to constrain recovery expectations
• Calculate incremental recovery using displacement and sweep efficiency relationships
• Build chemical, steam, heat and gas requirement calculators with cost implications
• Construct simplified performance predictions using fractional flow and analytical displacement methods
• Build economic evaluation models including capital, operating cost and price sensitivity
• Implement Monte Carlo uncertainty analysis within a spreadsheet
• Structure workbooks for auditability, error prevention and maintenance
• Present screening results in a form that supports portfolio decisions

The training is built entirely around constructing working spreadsheets. Each tool is built from an empty workbook, with participants entering formulas, testing behaviour against known cases and checking results against hand calculations. Reservoir data sets are used so that participants screen real candidates and produce rankings. Deliberately flawed workbooks are examined so that participants learn to recognise the errors that make spreadsheet analysis unreliable. Participants leave with a complete and documented set of tools they have built themselves.

Organisations sending participants to this training will:

• Screen reservoir portfolios for EOR consistently and at low cost
• Direct study and laboratory spend toward the candidates most likely to succeed
• Improve comparability of evaluations across assets and evaluators
• Build transparent tools that can be reviewed, audited and maintained
• Reduce dependence on consultants for early stage EOR evaluation
• Incorporate uncertainty into screening decisions rather than after them

Participants will:

• Build EOR screening and evaluation tools from scratch
• Understand every calculation in the tools they use
• Screen and rank reservoirs quickly and defensibly
• Implement Monte Carlo analysis without specialist software
• Build spreadsheets that other people can use and maintain
• Acquire a portable and immediately applicable analytical capability

• Reservoir engineers evaluating enhanced recovery opportunities
• Development and portfolio engineers screening assets
• Production engineers assessing recovery improvement options
• Technical and commercial staff evaluating EOR proposals
• Reserves and evaluation engineers
• Graduate engineers building analytical capability
• Engineers without access to specialist EOR software

Upon successful completion of this training course, delegates will be awarded an official Certificate of Completion issued by the Petroleum Engineers Association (PEA), an ISO 9001:2015 certified training organization. The certificate carries 10 Credits and formally records the total learning hours completed.

Each certificate is signed by the Course Facilitator and the CEO of the Petroleum Engineers Association, and serves as verifiable proof of professional training that delegates can present to employers and professional bodies worldwide.