Last Update: 10/21/2020
Below, affected ISO customers can learn more about changes to existing systems or procedures related to the Streamline Asset Registration – Relationship Management (SAR – RM). This project was one of several that ISO New England has undertaken, in collaboration with stakeholders, for the continued development of the region’s wholesale electricity markets.
See Participant Readiness Project Outlook for more detail on specifically affected customers and systems for this and other major projects.
ISO New England developed a new module in the Customer and Asset Management System (CAMS) for lead market participants and owners of registered asset related demand, generation, and load assets to view asset data on record and submit ownership changes.
The former process involved the use of paper forms which were manually completed and submitted by creating an Ask ISO issue and uploading the forms. For assets owned by multiple participants, the forms were signed by several parties to approve any changes before they are submitted. The forms were then reviewed by ISO personnel for appropriate signers and correct data elements, and the data was then entered into ISO systems via manual data entry, which introduced the possibility for errors.
The new CAMS module streamlines processes for asset registration by:
Phase 1 (June 28, 2016): add asset registration tab to CAMS and allow participants to submit ownership transfers
Phase 2 (July 11, 2017): add meter reader and lead market participant relationships data for viewing only
Phase 3
Affected market participants were required to take specific steps or adapt to changes in ISO Systems, as described below and should be mindful of additional time-bound items, some of which may require customers to take specific steps or adapt to changes in ISO systems after the project implementation date.
Please consider subscribing to Participant Readiness, Market Notices, Information Technology (IT) Notices, and MIS Report Issues to receive notices posted to the ISO calendar for future projects.
| TIMING OR DEADLINE | SYSTEM | ACTION OR EVENT |
|---|---|---|
|
6/28/16 |
CAMS |
CAMS Asset Registration tab available in production. Users with an active digital certificate and the contact type Responsible for Asset Registration for Submittal were automatically assigned the Customer Asset Management System/External Asset Registration Approver role. CAMS Security Administrators may assign the Approver, Submitter, or Viewer roles to additional users as needed. |
|
6/1/16 |
CAMS Sandbox |
CAMS sandbox available. Users with an active digital certificate and the contact type Responsible for Asset Registration for Submittal were assigned the Customer Asset Management System Sandbox/External Asset Registration Approver role for testing in the sandbox. CAMS Security Administrators may assign the Approver, Submitter, or Viewer roles to additional users as needed. |
The ISO conducted online training for affected customers to learn about changes and ask questions in advance of project implementation. Please consider subscribing to ISO Training to receive notices posted to the ISO calendar for future projects.
| DATE | EVENT AND SUPPORTING MATERIALS |
|---|---|
|
6/8/16 |
Streamline Asset Registration Webinar – this webinar was presented in support of the project at the time but later developments under the Ownership Transfer and External Registration (OTER) project made the information in the webinar obsolete. Please refer to the training available under the OTER project page. |
Market participants affected by the project were provided the following documents for specific instructions on completing related tasks or processes and helpful answers to frequently asked questions.
| DOCUMENT | NOTES (if necessary) |
|---|---|
|
Updated for phase 1 instructions to use CAMS to process asset ownership transfers |
|
|
CAMS User Guide for Demand Asset and Demand Resource Maintenance |
User guide describing the processes to maintain demand assets and demand resources |
|
Webpage available on the ISO NE website with detailed instructions and helpful links to documentation required to register, modify or retire assets |
|
|
Webpage available on the ISO NE website with detailed instructions and helpful links to documentation required to register, modify or retire assets |
| DOCUMENT | NOTES (if necessary) |
|---|---|
|
Manual for Registration and Performance Auditing |
