Streamline Asset Registration (SAR) Project

In this section

Last Update: 04/06/2020

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 Customer Readiness Project Outlook for more detail on specifically affected customers and systems for this and other major projects.

Project Overview
Required Customer Actions
Customer Training Opportunities
Technical Documentation, Rules, and Procedures
Project Development Materials

Project Overview

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:

Eliminating the former manual process
Instituting data validation checks performed by the software prior to submittal of the electronic form, eliminating the need to correct, re-sign, and resubmit paper forms
Allowing lead market participants and owners to review the data on record for their assets and view pending change requests
Permitting only authorized signers through the established digital certificate and CAMS role assignment process to submit and approve changes
Removing the possibility of errors related to the manual transfer of data from paper forms to ISO systems

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

Release 1 (September 17, 2019): many changes to be made across the UI which include
- Splitting the Technical Info tab into Technical, Fuel, and Temp Curve tabs
- Adding new Market Capability fields to the revised Technical tab
- Updating asset status types
- Removing the Asset Related Demand (ARD) view (ARDs to be searchable via the Asset Registration Search page)
- Purging the data for assets retired prior to 9/1/2011
- Splitting the Generating Asset Search screen to Settlement Only Generator Search (SOGs) vs. Modeled Generator Search
- Adding new fields to search screens such as Lead Participant ID, Meter Reader ID, and Asset Owner ID
- Revising the Resources tab for look and feel changes
- Moving Resource Relationship data previously displayed on the Relationships tab to a new Mappings tab
- Updating the Dispatch Location tab to include Generator RTU status and Non-dispatchable Assets
Release 2 (to be phased in through 2020):
- January 21, 2020: Search and view alternative technology regulation resources (ATRRs) in CAMS
- April 16, 2020: Search and view asset related demand (ARD) in CAMS
- June, 2020 (TBD): Search and view tie-line and non-energy assets in CAMS

Required Customer Actions

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 Customer 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.

Customer Training Opportunities

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 Presentation Recording

DATE

EVENT AND SUPPORTING MATERIALS

6/8/16

Streamline Asset Registration Webinar

Technical Documentation, Rules, and Procedures

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.

Technical Specifications and Documentation

DOCUMENT	NOTES (if necessary)
CAMS User Guide for Company and Affiliate Maintenance	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
Generator, ARD, and ATRR Asset Registration instructions	Webpage available on the ISO NE website with detailed instructions and helpful links to documentation required to register, modify or retire assets
Load and Tie-line Asset Registration instructions	Webpage available on the ISO NE website with detailed instructions and helpful links to documentation required to register, modify or retire assets
Generation Asset Registration Form User Guide	User guide describing the processes to complete and submit the Generation Asset Registration Form, and instructions for modifying existing generation assets
Load asset Registration Form User Guide	User guide describing the processes to complete and submit the Initial Load Asset Registration Form (LARF), and instructions for modifying existing load assets
Asset-Related Demand Asset Registration Form User Guide	User guide describing the processes to complete and submit the Asset-related Demand Asset Registration Form, and instructions for modifying existing asset-related demand assets
Tie-Line Asset Registration Form User Guide	User guide describing the processes to complete and submit the Tie-Line Asset Registration Form, and instructions for modifying existing asset-related demand assets

Rules and Procedures

DOCUMENT	NOTES (if necessary)
M-RPA Registration and Performance Auditing manual	Manual for Registration and Performance Auditing

Project Development Materials

Meter Reader Working Group Presentation (12/17/15)