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Planning for Substation
Maintenance and Reliability
Thank You To Our Sponsor
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
5
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 & [email protected]: @WPE_Nic
Paul IdziakShermco [email protected] Phone: 972.793.5523Twitter: @Paul_Idziak
Chris PetrolaAcciona Energy North [email protected] Phone: 312.673.3085
Thank You This webinar will be available at
www.windpowerengineering.com & email
Tweet with hashtag #WindWebinar
Connect with Windpower Engineering &
Development
Discuss this on the EngineeringExchange.com
