CARM: What all importers need to know about CARM

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Route Article

Get ready for CARM – Delegate authority to your customs broker


In the March issue of Route we identified the 4 key aspects to registering for CARM (CBSA Assessment and Revenue Management).  All importers to Canada (whether resident or non-resident) must take certain steps – if not, they simply won’t be able to import into Canada once CARM Release 2 comes into effect (May/June 2022).

Universal Logistics will help our clients along the road to CARM to ensure a smooth transition.  The CARM initiative will be implemented in phases (or releases).

Here’s what you need to know to get ready…

1. Identify your company’s Business Account Manager(s) – BAM
2. Register your business in the CARM Client Portal
3. Delegate authority to your customs broker
4. Secure a Release of Goods Bond

In our April and May issues of Route we covered Steps 1 & 2 (click on the links above to review those steps).  Today’s article focuses on Step 3, delegating authority to your customs broker.

Release 1 (implemented May 25, 2021) allowed importers to register their business in the CARM Client Portal, and to delegate portal access to employees and third-party service providers.  Delegating to third-party service providers will enable those providers to manage commercial import accounting activity on the importer’s behalf.  Customs brokers are able to request access to their importer client portal accounts.

Universal Logistics is requesting “Delegation of Authority” from all active clients.  You will receive this request once your company registers in the CARM Client Portal.  You will have to approve Universal for a “Business Management” relationship for us to act on your behalf and manage your account(s) with CBSA.

Navigate to the Delegation of Authority page on the portal and select “Manage pending third party requests”.

CARM Client Portal

CARM Client Portal

Select which programs you will have access to.

CARM Client Portal

IMPORTANT:   Selecting access to “All Programs” with “Business Management” and checking all 3 boxes under the Transaction Visibility Rules will allow your customs broker visibility to manage your monthly Statement of Account:

CARM Client Portal

CARM Client Portal

Full instructions for Delegation of Authority in the CARM Client Portal may be found in CBSA’s Trade Chain Partner User Guide.

For more details on CARM and for tips on how to get ready – visit our website or contact your Client Care Rep to discuss how the proper delegation of authority will streamline your import clearance process.

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