Planning for Substation Maintenance and Reliability

Planning for Substation

Maintenance and Reliability

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Before We Start This webinar will be available at

www.windpowerengineering.com & email

Q&A at the end of the presentation

Hashtag for this webinar: #WindWebinar

Moderator Presenters

Nic Sharpley Windpower

Engineering & Development

Chris PetrolaAcciona Energy North

America

Paul IdziakShermco Industries

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How to Properly Plan Your Substation Maintenance

Chris Petrola – Acciona Energy

Paul Idziak – Shermco Industries

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What Steps does an owner have to take to properly plan a substation maintenance?

Understanding the steps the contractor has to take in order to ensure the outage is performed to the owner’s expectations

What are the synergies between the owner and contractor to help reduce downtime and ensure a successful outage?

Objectives

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Why Perform Preventative Maintenance?Safety• Site personnel• Arc Flash mitigation / prevention

Good Utility Practice• Maintain a high reliability operating

system• Maximize uptime, minimize downtime,

maximize revenue

Regulatory Compliance• PRC-005 Protection System

Maintenance

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How to Plan Your Maintenance?

Robust Substation Maintenance Plan

Corporate Maintenance Guidelines• Sets your maximum/normal maintenance

intervals• Time Based Maintenance

• Basis – ANSI NETA MTS, NFPA 70B, etc.• NERC has maximum allowed maintenance

intervals defined.*

Site Specific Maintenance Schedule• Every site is unique

*PRC-005-2 was filed with FERC on February 12, 2013

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How to Plan Your Maintenance?

Data Gathering

Monthly Inspections• Visual Inspection

• High corona / PD• Rust forming• Insulator damage

• Trend temperatures, oil levels, etc.

Previous Years Report• Punch List of Items• Test Results

Predictive Maintenance• IR Scans• Corona Scans• Insulating oil analytics

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How to Plan Your Maintenance?

Substation Maintenance Work Scope

Key Items Needed to Create Your Work Scope

• Previous years report info• Monthly inspections• Predictive maintenance test results• Standard time based maintenance• Recognized international consensus

standards• Regulatory Standards

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How to Plan Your Maintenance?

Substation Maintenance Work ScopeWhat Should Your Work Scope Contain?

• General Site Requirements• Outage Date(s)

• Equipment List• All Equipment• Equipment to be tested / maintained• Relay List – Manufacture and Style

• Scope of Work• Time Based Items

• Inspections, cleaning, greasing• Testing to be performed

• Maintenance Items• Built from the data gathered – Inspections, test results, IR scans,

oil samples• Contingency planning

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How to Plan Your Maintenance?Substation Maintenance Work ScopeWhat Should Your Work Scope Contain? (Cont.)

• Reporting Requirements• Data Format

Relay files Excel

• Test data sheets (Yours or Contractors?)• Final Report Format and Schedule

• Technician Requirements• Skill qualifications• Consensus based certifications?

• Electrical One-Line diagrams• Control diagrams/schematics

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Keys To A Good Work Scope• Clear and Concise

• Take the extra time to spell out the tests and maintenance to perform

• Develop method & procedure prior to execution of “work”

• Limit the boiler plate and focus on the maintenance items

• Use Appendices• Checklists• Templates (native format)• Forms• Job Hazard Analysis

How to Plan Your Maintenance?

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Proposal Stage

• Open communication with end user – Ensure SOW is clearly defined

– Verification of outage schedule

– Verification of type of equipment and amount

– Agree upon equipment counts

– Understanding of PRC-005 requirements

– Onsite safety requirements

– Other contractors onsite

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After Receipt of PO• Internally

– Assign project manager to substation shutdown project

– Review proposal for clarity and understanding

– Develop initial schedule/plan for completing project

• With Customer– Project Kickoff meeting

Walk thru proposal, RFP, and SOW

Determine goals for project

Contingency plans

Information Requests

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Project Walk-Thru• Onsite visit from Project Manager

– Visibly see substation and other electrical components

– Determine safety and grounding needs

– Discuss schedule/plan with end user PM and site manager

– Review SOW

– Determine how to manage out of scope work

– Determine single points of contact

– Solidify needs from the utility

– Coordinate with any other onsite contractors

– Switching procedures

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Pre-Outage Planning• Determine test equipment needed

– Oil sample bottles

– Cameras (IR, Corona)

– PD Testers• Schedule technicians with correct skill sets• Make transportation arrangements

– Flights• Solidify mobilization methods

– Equipment

– Personnel from remote offices

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Onsite

• Site safety meeting before work begins

– IR scan weeks before outage• Ensure each technician

understand their SOW

– Customer POC is aware technician duties

• Contractor PM is the mouth piece

– Documentation

– Manages scope creep/out of scope work

– Customer is updated on progress

• Quality check

– SOW complete

– Tools removed

– Grounds removed

– LOTO• Energization

– IR scan

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During the Outage• Safety

– Site specific safety / Job Safety Analysis

– Site de-energizing: Have your switching procedure reviewed and in place before the outage in order to not occur delays

– Review all LOTO and grounding locations. Keep a record of all grounds placed in the system• Communication

– Have one clear point of contact for the site

– Make timely decisions

– Beware of scope changes, items that can increase cost or outage time.• Quality

– Perform a quality audit of your contractor

– Verify all test equipment is calibrated

– Verify the work scope has been completed in full

– Document deficiencies found

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Post-Outage• Final Report

– Received in a timely manner

Note: Specify timing in work scope

– Verify all tests completed are in the report

– Verify the report is in the required format

Forms and templates provided in the Work Scope

Agreed upon forms before or during the maintenance

• Maintenance Schedule Modifications– Based on the final report and site observations:

You may want to shift your time based testing and maintenances

You may want to perform additional testing. I.E. Corona, PD, etc.

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Substation Outage

Final Report: Testing Results / Analysis

Monthly Inspections

IR Scans / Predictive Maintenance Tests

When Are You Planning Your Maintenance?

Breaker Close to Breaker Open, you are always planning!

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Questions or Comments?

Discussion

Questions?Nic SharpleyWindpower Engineering & Developmentnsharpley@wtwhmedia.comTwitter: @WPE_Nic

Paul IdziakShermco Industriespidziak@shermco.com Phone: 972.793.5523Twitter: @Paul_Idziak

Chris PetrolaAcciona Energy North Americacpetrola@acciona-na.com Phone: 312.673.3085

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