During the walk through of the facility, detailed notes were taken on the layout of each electrical room and equipment installed. I have a method that also includes sketching a rough outline of the equipment including location and size of the switches, transformers and breakers. This information usually comes in handy when there is a several month gap between the quotation and actual work. We now utilize a digital camera to record the environment but this is not always possible due to security requirements. This detail of the substations includes accessibility to removable panels, proximity to power for lights and equipment and potential safety hazards.

The customer expressed a desire to have maintenance performed in accordance with the manufacturers recommended procedures and any other typical maintenance that would be required. Instruction bulletins were located for each of the pieces of equipment and an outline prepared. Additionally, an oil sample was to be taken on the single oil filled transformer at the site. After assembling the instructions from the manufacturer, additional maintenance information was taken from the NETA Maintenance Testing Specifications and NFPA 70B. Some of these maintenance procedures were reviewed in Part II of this report.

Note: The Internet has provided an easy way to obtain many instruction bulletins from the manufacturers directly from their web site. The only drawback is the standard .pdf format that is utilized. The format is great because it reproduces the manuals including graphics but the downloads can be large. There are links to all manufacturers on our electrical links pages.

The quotation was generated assessing manpower and equipment requirements. The quote included an appendix with the specification for maintenance. A separate page was completed for each substation with a listing of all equipment and description of service. A sample copy of our report form was provided. These forms include blocks for nameplate information, mechanical inspections and electrical testing.

The quotation and specification was provided to the electrical contractor who passed it along to the facility engineering and maintenance department. After several weeks, approval was received for the maintenance and a shutdown meeting was scheduled a few weeks before the actual shutdown date.

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