P09 - SOW.docx

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J059--Tri-Annual PM & Testing of Switch Gears - Base Year
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36C26227Q0112
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This is a Statement of Work (SOW) for tri-annual preventive maintenance and testing services for electrical substations and switchgear at the VA San Diego Healthcare System. The contract is a firm fixed price engagement with a base year period of performance from December 7, 2026 through December 6, 2027, located at 3350 La Jolla Village Drive, San Diego, CA 92161. The contractor must provide comprehensive electrical preventive maintenance and NETA-standard testing on primary electrical substation systems across five buildings, including equipment such as medium voltage switches, circuit breakers (both 15 kV and molded case), protective relays, transformers (oil-filled and pad-mounted), automatic transfer switches, and low voltage switchboards. All work must comply with VHA Directive 1028 and Joint Commission standards requiring inspection, testing, maintenance, and calibration of electrical equipment every 36 months, with documentation provided. The contractor must supply all necessary engineering service engineers, field technicians, tools, approved test equipment, materials, and transportation, along with comprehensive engineering reports detailing findings, test data, and recommendations upon completion.

The contractor must provide a minimum of 72 hours advance notice before servicing equipment and maintain compliance with OSHA CFR 1910 electrical safety standards, NFPA 70E requirements, and provide appropriate personal protective equipment. Work is scheduled for weekday daytime hours (6:00 a.m.–5:00 p.m. Pacific time), with weekend or holiday work requiring price adjustments. The customer is responsible for providing free equipment access, removing equipment from service, coordinating all outages and switching, supplying past maintenance records and manufacturer manuals, providing electrical plans and single-line diagrams, supplying stable power sources for testing equipment, and providing current arc-flash studies with labeled equipment. The contractor must obtain all necessary licenses, maintain personal liability and property damage insurance, comply with all federal, state, and local safety regulations, and comply with facility policies including weapons prohibition, parking restrictions, identification badge requirements, and no-smoking policies. All personnel must be NICET-certified for NETA electrical power testing. Monthly invoices must be submitted electronically via the Tungsten-Network System for payment in arrears upon receipt of properly prepared invoices with required itemization including dates of service, service descriptions, invoice and contract numbers, and obligation numbers.

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SECTION D - CONTRACT DOCUMENTS, EXHIBITS, OR ATTACHMENTS

D.1 – STATEMENT OF WORK

CONTRACT TITLE: Tri-Annual PM & Testing for Substations and Switch Gears

PLACE OF PERFORMANCES: VA San Diego Healthcare System, 3350 La Jolla Village Dr., San Diego, CA 92161

PERIOD OF PERFORMANCE: Base year – December 7, 2026 – December 6, 2027

CONTRACT TYPE: Firm Fixed Price

BACKGROUND: In accordance with the requirements of VHA Directive 1028 and the Joint Commission Standard 7.40 EP 5, electrical equipment is inspected, tested, maintained and/or calibrated every 36 months, and all work must be documented. A test of the Essential Electrical System (EES) that lasts 4 hours continuously should be planned and executed every 36 months in accordance with the requirements of NFPA 70B, NFPA 99, NFPA 110 and NETA, will be conducted at the same time to support this 8-to-10-hour event.

GENERAL REQUIREMENTS:

The contractor will:

Provide maintenance and testing of the electrical distribution system at VA San Diego Medical Center for the following buildings:

Bldg. 2, Main Switchgear, Ground Level Room 102 One (1) Medium Voltage Switch Five (5) 15 kV VCP – W Circuit breakers Fifteen (15) Protective Relays 50/51 Two (2) Protective Relays SEL 351

Bldg. 11 Substation K, Room BA112 Two (2) Medium Voltage Switches One (1) 12000/480-277, 750 kVA, OA Transformer One (1) LV Switchboard with 12 molded breakers One (1) Main Breaker Nine (9) sections consisting of bus, insulators, current transformers, potential transformers controls and wiring One (1) 15 kV incoming substation switchgear

Bldg. 2 Cogen Switchgear, Generator Substation Area Three (3) Medium Voltage Siemens circuit breakers Two (2) potential transformer cabinets Four (4) sections consisting of bus, insulators, current transformers, potential transformers controls and wiring One (1) SEL 300G One (1) switchgear Two (2) Protective Relays SEL 735

Bldg. 27 One (1) Pad mount transformer 12kV/480V One (1) 1200 AMP Main Breaker, molded case Two (2) sections of bus, insulators, current transformers, potential transformers controls, and control wiring One (1) main breaker, molded case One (1) LV switchboard

Bldg. 28 Parking Garage One (1) Pad mounted transformer 12 kV-480V One (1) LV switchboard One (1) 400 AMP main breaker, molded case One (1) Automatic transfer Switch

Scope of Work This section outlines the proposed scope of work for electrical equipment maintenance and testing services for VASDHS.

Perform electrical preventive maintenance on Primary Electrical Substations Systems located at VASDMC. The contractor is to provide the necessary Engineering Service Engineers, tools, and approved test equipment to inspect and test the electrical equipment listed in accordance with the recommended manufacturer’s procedures and National Electrical Testing Association (NETA) for switchgear assemblies, switches, medium voltage and low voltage circuit breakers, oil filled transformers, and protective relays. A comprehensive engineering report on testing data, findings, and recommendations to be furnished after completion of work. All abnormalities will be defined in a report, and any repairs must not commence without the proper authority’s approval, prior to the scheduled shutdown and under normal operating conditions. Oil samples must be taken for analysis, and a comprehensive Infrared Thermographic Electrical Inspections must be conducted on all the sub-stations and respective switchgear. All components and equipment should be inspected at the highest normal load and viewed directly with covers removed wherever safely possible.

The contractor will provide the necessary field service personnel, tools, materials and approved test equipment to perform Preventative Maintenance and NETA Standard testing in the equipment listed with the locations in accordance with the customer specifications and as described in the attached Preventive Maintenance Testing Guidelines excluding the optional tests.

The contractor will conduct a thermographic survey of the equipment listed with the locations. It is recommended that the thermographic survey be performed prior to the preventative maintenance outage.

The applicable guidelines are in Appendix A. Lists of optional testing can be available for an additional fee – a Revised Proposal will need to be requested if interested.

Testing Clarifications

· All testing will be performed by contractor's Electrical Engineering Services & Systems (EESS) per contractor's standard testing guidelines unless otherwise specified.

· NETA testing is specified and will be provided by contractor. The field personnel are certified to test per NETA standards by the National Institute for Certification in Engineering Technologies (NICET) Electrical Power Certification Program. This program provides an independent verification of the capabilities, knowledge and experience of the field personnel for electrical testing.

· Testing will be completed on the specific electrical equipment, whereas, if not clearly identified, circuit breakers below 200 amperes and transformers below 75kVA are not tested.

· All test results will be evaluated in accordance with manufacturer’s published data.

· No “Optional” NETA tests are included.

· Customer to provide trip unit settings and/or relay logic configuration files for protective devices.

· The isolation of cables for testing will be completed by opening the line and load devices only. No unbolting of cables for isolation has been included.

Safety Training of Field Personnel

· All field personnel must receive training to comply with OSHA CFR1910 Electrical Safety Standard, which sets minimum safety rules and practices for the design, operation, and maintenance of high-voltage systems (over 600 volts). Safety standards are in place to meet or exceed NFPA 70E requirements, and appropriate Personal Protective Equipment (PPE) has been issued.

· The customer is responsible for ensuring that any supporting plant personnel have also been fully trained in electrical safety and provided with the appropriate personnel protective equipment.

Responsibility

· Contractor will provide a minimum notice of 72 hours of intent to service any equipment.

· Contractor shall furnish test engineers, field technicians, support personnel, tools, equipment, materials, supplies and transportation as required.

· Contractor will provide and install safety locks and grounding, as required, and in accordance with the facility safety guidelines.

· Contractor will perform voltage test and install necessary circuit/equipment safety grounds to assure safe working conditions.

Completion Upon completion of work, contractor will:

· Remove safety grounds installed by the contractor.

· Remove safety locks installed by the contractor.

· Furnish a comprehensive engineering report including findings, test data, and recommendations.

Pricing Pricing for the scope of work is based on performing site work on a weekday-day turn. If the work cannot be performed during regular working hours (6am-5pm) or must be performed on weekends or holidays, contractor will be contacted to adjust the price accordingly. All work to be completed at straight time, Monday through Friday, except for scheduled outages as defined in the proposal.

Customer Will Be Responsible for the Following

· Provide free access to equipment within the facility.

· Ensure that all equipment is available upon arrival of field personnel, including removal from service to permit continuous progression of work.

· Identify site contact for this work.

· Provide electricians to remove equipment covers and re-install the same when required.

· Coordinate all outages and perform all switching to de-energize and isolate equipment to be serviced.

· Ensure that all circuits to be de-energized have been clearly identified and that all plant personnel and downstream operations are aware of the required outage date, time and duration. This includes maintaining power to vital or necessary plant equipment and processes during the performance of this scope of work.

· Provide a copy of the past maintenance records to field personnel.

· Provide manufacturers maintenance manuals upon arrival of Field Engineer/s.

· Supply a complete set of electrical plans, including the plant single-line diagram, specifications, and any pertinent change orders to contractor before commencement of work.

· Supply a suitable and stable source of power for operation of test and motorized equipment at each test site when normal power is removed or authorize contractor to obtain a source of auxiliary power, which contractor will specify requirements. Any non-standard generators rentals will result in additional price added to this proposal.

· Provide a place to receive and unload replacement equipment, test equipment or other supplies.

· Provide special tools supplied by equipment manufacturers.

· Supply Arc-Flash study along with labeled equipment to meet NFPA requirements that will be used to determine the Personal Protective Equipment (PPE) required to perform the work. When a current study and labeling is not available, the time required to determine the proper PPE will be at the current rate per hour, unless included within the scope of work. Contractors will not perform work activities in situations where the proper level of PPE is not practical. At no time will work be performed when the arc-flash exposure levels are above 40 cal/cm2.

RISK CONTROL:

The medical services at the designated locations will remain operational during the execution of this work; Contractor shall take all precautions to minimize disruption to daily routine tasks performed in those services. Patient care shall remain a top concern for the Contractor and his employees while performing the work. Scheduling work after hours to minimize impact to services is encouraged.

CONTRACTOR QUALIFICATIONS & OTHER RESPONSIBLITES:

Contractor shall obtain all necessary licenses required to perform this work. Contractor shall take all precautions necessary to protect person and property from injury or damage during the performance of this contract. Contractor shall be responsible for any injury to himself/herself, his/her employees, or others, as well as for any damage to personal or public property that occurs during the performance of this contract that is caused by him/her or his/her employees’ fault or negligence.

Contractors shall maintain personal liability and property damage insurance prescribed by the laws of the Federal Government.

The Contracting Officer may require the Contractor to remove and replace any contractor employee whose conduct, performance, security status, or behavior is determined to be unsuitable for performance under this contract.

Complaints concerning Contract Personnel’s performance or conduct will be dealt with by the Contractor and COR with the final decision being made by the Contracting Officer.

SAFETY REQUIREMENTS:

All personnel employed by the Contractor in the performance of this contract, or any representative of the Contractor entering VASDHS shall comply with applicable Federal, State, and VA safety and fire regulations and codes, which are in effect during the performance period of the contract.

Contractor shall perform work in strict accordance with existing relevant, accredited standards and codes to minimize the possibility of injury to personnel, or damage to Government equipment. Every effort shall be made to safeguard human life and property.

9.3 Contractor shall comply with all applicable Federal, State, and local requirements regarding workers’ health and safety. The requirements include, but are not limited to, those found in Federal and State Occupational Safety and Health Act (OSHA) statutes and regulations, such as applicable provisions of Title 29, Code of Federal Regulations (CFR), Parts 1910 and 1926, NFPA 70E, Article 130.7 29 CFR 1910.132(d)(1)(iii), 29CFR1910.137

9.4. Contractors shall provide all necessary tools, and Personal Protective Equipment (PPE) to perform the work safely, effectively, and timely.

9.5 The VAMC San Diego building 1, main building, contains asbestos. Any worker entering these asbestos containing areas must have an asbestos certification of no less than 16 hours and a valid fit test certification.

Certifications must be presented to the VA project manager before any work in an asbestos area may begin.

9.6 All necessary precautions shall be taken by the Contractor to prevent accidental operation of any existing smoke detectors or sprinkler heads.

9.7. No flammable liquids shall be stored or used in the medical center for a duration period greater than the time scheduled to perform the work.

CHANGES:

The awarded Contractor is advised that only the Contracting Officer, acting within the scope of the contract has the authority to make changes which affect the contract in terms of quality, quantity, price or delivery.

In the event the Contractor effects any such change at the direction of any person other than the Contracting Officer, the change shall be considered to have been made without authority, and no adjustment shall be made in the contract price to cover any increase in costs incurred as a result thereof.

VA POLICY:

Possession of weapons is prohibited. Enclosed containers, including tool kits, are subject to search. Violations of VA regulations may result in citations answerable in the United States (Federal) District Court.

PARKING POLICY:

It is the responsibility of Contractor personnel to park only in designated parking areas. Parking information is available from the VA Police. The VA shall not validate or make reimbursement for parking violations of the Contractor’s personnel under any circumstances.

IDENTIFICATION BADGES:

All Contractor personnel are required to wear identification (I.D.) badges during the entire time they are on the VA Healthcare System grounds. I.D. badges must have an identification picture and shall state the name of the individual and the company represented.

SMOKING POLICY:

Smoking is not permitted within the VA Healthcare System facilities campus.

NORMAL WORKING HOURS:

Normal hours of operation are Monday through Friday from 7:30 am to 4:00 pm Pacific time. All work is expected to be performed generally during normal hours of coverage unless requested or approved by the COR or his/her designee.

Before commencement of work, the Contractor shall confer with the VA COR and Contracting Office to agree on a sequence of procedures; means of access to premises and building. All work performed, including delivery of materials and equipment, shall be made with minimal interference to Government operations and personnel.

Work performed outside the normal hours of coverage must be approved by the COR or his/her designee.

OVERTIME AND NATIONAL HOLIDAYS:

Any overtime or holiday pay that may be entitled to the Contractor’s employees shall be the sole responsibility of the Contractor and shall not be billed to nor reimbursed by the Government.

The Contractor is not required to provide service on the following U.S. Government holidays, nor shall the Contractor be paid for these days:

New Year’s DayWednesday, 01 January
Martin Luther King’s BirthdayThird Monday in January
President’s DayThird Monday in February
Memorial DayLast Monday in May
JuneteenthThursday, 19 June
Independence DayFriday, 4 July
Labor DayFirst Monday in September
Columbus DaySecond Monday in October
Veterans DayTuesday, 11 November
Thanksgiving Day4th Thursday in November
Christmas DayThursday, 25 December

If a holiday falls on Sunday, the following Monday shall be observed as the National Holiday. When a holiday falls on a Saturday, the preceding Friday is observed as a National Holiday by U.S. Government agencies. Also included would be any day specifically declared by the President of the United States.

INVOICES and PAYMENTS: Contractor shall submit monthly invoices in the arrears electronically via the Tungsten-Network System at the end of each month, for payment of the storage containers in that billing period. Contractor shall submit original invoice electronically to:

Department of Veterans Affairs Financial Services Center http://www.tungsten-network.com (Toll-free telephone number: (877) 489-6135

Payment shall be made monthly in the arrears upon receipt of properly prepared invoice.

The invoice MUST be itemized to include the following information. Any information listed below that is not provided on an invoice will be incomplete and the invoice will be returned for immediate correction.

· Dates of service.

· Description of services.

· Invoice number, date.

· Contract number.

· Obligation number

Failure to comply with the above shall delay payment to the Contractor.

(End of Statement of Work)

Appendix A San Diego VA 2026 PM & Testing San Diego VA Hospital

Preventive Maintenance Testing Guidelines- LV EQUIPMENT

Automatic Transfer Switch Visual and Mechanical Inspections

· Inspect enclosure, doors and latches for fit, dents, corrosion and missing hardware.

· Inspect utility and emergency contactors or breakers for physical condition.

· Perform preventive maintenance on breaker or contactor.

· Verify proper operation of all safety interlocks.

· Verify all moving components are properly lubricated.

· Operate transfer switch manually.

· Clean cells, insulators, and bus by vacuuming and wiping de-energized sections only.

Electrical Tests

· Test the bus insulation integrity by utilizing an insulation resistance test set.

· Calibrate and set all relays and timers as applicable.

· Test for proper control power voltage.

Functional Tests

· Simulate automatic transfer tests.

· Verify proper operation of transfer controller and optional features.

· The correct operation of all interlock’s safety devices for fail-safe functions in addition to design function.

· Power connections: Utility, Emergency, and Load

· Engine start contacts and interface to engine

· Undervoltage function on utility and generator sources

· Underfrequency function on generator

· Test Time delays:

· Utility voltage sensing relay

· Engine start sequence

· Transfer time delay

· Neutral transfer time delay

· Retransfer time delay

· Engine cool down and shutdown time delay

· Test System operation:

· Loss of utility

· Return to utility

· Loss of emergency

· Single phase conditions

· Over current (Bell Alarm) lockout

· Verify the correct operation of all sensing devices, alarms, and indicating devices

· Verify that ATS functions properly with associated control switches, both local and remote. (as applicable)

Ground Fault Relay Performance Test Visual and Mechanical Inspections

· Inspect components for physical damage and installation in compliance with manufacturer’s instructions.

· Inspect the switchboard Main Bonding Jumper to assure:

· Proper size

· Termination on source side of neutral disconnect link

· Termination on source side of zero sequence sensor or residual system neutral sensor

· Inspect the Grounding Electrode Conductor to assure:

· Proper size

· Correct termination to the switchboard

· Verify that grounding conductors do not pass through zero sequence sensors.

· Verify that the neutral sensor relates to correct polarity on both primary and secondary for residual systems.

· Check for proper operation of all safety interlocks.

· Verify that all shipping braces and temporary wrappings, as applicable, have been removed.

· Verify pickup and time-delay settings in accordance with the settings provided by the customer.

Electrical Tests

· Verify the ground fault system performance, including correct response of the circuit-interrupting device, by primary ground sensor current injection.

· Verify the operation of the ground fault monitor/test panel for:

· Trip test

· No trip test

· Non-automatic operation

· Verify operation of ground fault indicator for correct indication of ground fault trip.

· Measure system neutral-to-ground insulation resistance with the neutral disconnect link temporarily removed to verify the absence of grounds downstream of the neutral disconnect link. Replace neutral disconnect link after testing.

· Test zone interlock system by simultaneous ground sensor primary current injection and monitoring proper system response.

Insulated Case Circuit Breaker - Neta Visual and Mechanical Inspections

· Visually inspect the case, covers, operating handle and trip setting dials for physical condition and cleanliness.

· Check mechanical operation by manual closing and tripping.

· Clean the case and mechanism, as necessary.

· Visually inspect the connections of line and load conductors for signs of overheating and physical integrity. (NR)

· Tighten the line and load connections with a calibrated torque wrench when installing the breaker. (R)

Electrical Test

· Measure insulation resistance at the appropriate test value, each phase to ground, between phases and across open contacts of each phase.

· Measure contact resistance for each phase.

· Verify proper shunt trip operation, if applicable, from any external protective or control devices.

· Each phase of breaker shall be primary injected utilizing a low voltage, high current test source to determine breaker trip characteristics within the manufacturer’s time current curves.

(R) – Removable Circuit Breakers (NR) – Non-Removable Circuit Breakers Note for Non-Removable Circuit Breaker testing: The above inspections and tests may be performed without removing the breaker from its Panelboard / Switchboard. It should be noted that line and load connections are not removed, so upstream and downstream devices such as cables, transformers, metering, etc., could affect the results of the electrical tests. These effects must be recognized and be considered when evaluating test results. The entire panel must be de-energized to perform this service.

Molded Case Circuit Breaker - Neta Visual and Mechanical Inspections

· Visually inspect the case, covers, operating handle and trip setting dials for physical condition and cleanliness.

· Check mechanical operation by manual closing and tripping.

· Clean the case and mechanism, as necessary.

· Visually inspect the connections of line and load conductors for signs of overheating and physical integrity.

Electrical Test

· Measure insulation resistance at the appropriate test value, each phase to ground, between phases and across open contacts of each phase.

· Measure contact resistance for each phase.

· Test the trip unit by secondary current injection, if applicable.

· Remove breaker from panel for bench testing

· Each phase of breaker shall be primary injected utilizing a low voltage, high current test source to determine breaker trip characteristics within the manufacturer’s time current curves.

· Reinstall the breaker after bench testing is complete.

· Tighten the line and load connections with a calibrated torque wrench when installing the breaker.

Note for Non-Removable Circuit Breaker testing: The above inspections and tests may be performed without removing the breaker from its Panelboard / Switchboard. It should be noted that line and load connections are not removed, so upstream and downstream devices such as cables, transformers, metering, etc., could affect the results of the electrical tests. These effects must be recognized and be considered when evaluating test results. The entire panel must be de-energized to perform this service

Metal-Enclosed Draw-out Switchgear Assemblies – Low Voltage Visual and Mechanical Inspections

· Inspect panels, doors and latches for fit, dents, corrosion and missing hardware.

· Inspect insulators and barriers for contamination and deterioration.

· Check for proper operation of key interlock devices (if applicable)

· Check breaker racking mechanisms, if applicable, for smooth movement, full travel and position indicator operation. Clean and lubricate per manufacturer’s guidelines.

· Check for proper shutter operation and position indicator operation.

· Inspect load cable terminations for signs of overheating or deterioration.

· Inspect physical condition of PTs and CT’s. Check for smooth draw-out movement and proper contact operation.

· Check that indicating lights are functional.

· Verify proper operation of space heaters.

· Clean cells, insulators and bus by vacuuming and wiping de-energized sections only.

Electrical Tests

· Test the bus insulation integrity by utilizing an insulation resistance test set.

· Test for proper control power voltage.

Optional Tests

· Check accessible bus connections with torque wrench or low-resistance ohmmeter.

· Verify automatic transfer.

· Test CT’s and PTs for proper ratio and insulation resistance.

· Test Ammeters and voltmeters by applying appropriate signals.

· Test ground and bonding connections.

· Test protective relays.

· Verify proper tripping operation of breakers using protective devices.

Preventive Maintenance Testing Guidelines - MV/HV EQUIPMENT

Medium Voltage Load Interrupter Fusible Switch

Visual and Mechanical Inspections

· Inspect the switch and enclosure for cleanliness, condition of louvers and filters, corrosion and paint conditions.

· Inspect the switch, bus, cable terminations and fuse holders for evidence of defects in insulation integrity, such as cracking, tracking, corona and overheating.

· Inspect the switch contacts and arc chutes. Check for smooth movement, proper alignment and flicker blade operation per manufacturer’s procedures.

· Verify that any mechanical and key interlock schemes function as intended.

· Verify equipment ground connection.

· Verify proper operation of space heaters.

· Clean the cabinet floor and walls by vacuuming and wiping the walls.

· Clean and lubricate the operating mechanism and blade contact surfaces per manufacturer’s guidelines.

· Clean the switch, bus and support insulators by vacuuming and wiping. Some components may be cleaned with a manufacture approved electrical solvent.

Electrical Tests

· Measure contact resistance for each phase.

· Measure insulation resistance at the appropriate test value, each pole to ground, between phases and across open contacts of each phase.

Optional Tests

· Measure the fuse resistance.

Metal-Clad Switchgear – Medium Voltage Visual and Mechanical Inspections

· Inspect panels, doors and latches for fit, dents, corrosion and missing hardware.

· Inspect insulators and barriers for contamination and deterioration.

· Check for proper operation of key interlock devices, if applicable.

· Check breaker racking mechanisms, if applicable, for smooth movement, full travel and position indicator operation. Clean and lubricate per manufacturer’s guidelines.

· Check for proper shutter operation and position indicator operation.

· Inspect load cable terminations for signs of overheating or deterioration.

· Inspect physical condition of PTs and CT’s. Check for smooth draw-out movement and proper contact operation.

· Clean cells, insulators and bus by vacuuming and wiping de-energized sections only.

Electrical Tests

· Test the bus insulation integrity by utilizing an insulation resistance test set and high potential test.

· Test for proper control power voltage.

Optional Tests

· Check accessible bus connections with torque wrench or low-resistance ohmmeter.

· Verify automatic transfer.

· Test CT’s and PTs for proper ratio and insulation resistance.

· Test Ammeters and voltmeters by applying appropriate signals.

· Test ground and bonding connections.

· Test protective relays.

· Verify proper tripping operation of breakers using protective devices.

Protective Relays Visual and Mechanical Inspections

· Remove loose dirt and dust from relay cover before removing cover.

· Remove relay from case; visually inspect relay and case for damaged or broken parts, accumulation of dust, dirt, or other foreign matter; rust corrosion, or evidence of moisture or excessive heat.

· Clean relay, case, and cover; clean relay contacts, magnets; check contact bearing clearances; check hardware for tightness, check electrical connections for proper contact. Make minor adjustments, as necessary.

Electrical Tests

· Insulation Resistance Test Megger each relay circuit to relay frame.

· Operational Tests “As found tests to be performed only if relay is dirty or suspected of being defective. Normally only “as left” tests are to be performed.

Operational Tests

· Time Overcurrent Relays

· Check minimum pick-up

· Check minimum of the timing points at three times tap value and at 5 times tap value unless otherwise specified.

· Check pick-up of instantaneous trip attachment, if applicable.

· Check operation of target indicator

· Directional Overcurrent Relays

· Check operation of directional unit in tripping and non-trip directions at rated current.

· Check time overcurrent unit as described for time overcurrent relays above.

· Voltage-Controlled Overcurrent Relays

· Check dropout of voltage unit.

· Check time overcurrent unit as described for time overcurrent relays above.

· Instantaneous Overcurrent Relay

· Check minimum pick-up.

· Check operation of target indicator.

· Current Balance Relay

· Check pick-up of each coil by itself.

· Apply equal current to opposing coils to check for balanced or no-trip condition.

· Check operation of target indicator

· Differential Relay

· Check pick-up of relay with current in one restraint coil and operating coil for each set of windings.

· Check operation of target indicator.

General For the relays listed above for the multitude of available protective relays not specifically listed herein, the test procedure shall be per IEEE standards and as recommended by the manufacturer of the specific relay.

Vacuum Circuit Breaker - Medium Voltage Visual and Mechanical Inspections

· Inspect the frame, covers and conductors for corrosion and paint condition.

· Inspect bus connections and finger clusters for signs of overheating.

· Inspect the insulating supports, bushings, operating links and barriers for contamination and evidence of deterioration.

· Inspect the operating mechanism for loose, broken, or missing parts, binding and excessive wear.

· Check mechanical operation by manual closing and tripping. Verify proper latching and smooth operation.

· Check the contact wear indication and over-travel per manufacturer’s guidelines.

· Verify operation of cell interlocks, undervoltage trip (if exists), operations counter, the close-open indicator, anti-pumping relay and the spring charge indicator.

· Clean the frame, insulating supports, bushings, vacuum bottles, and conductors of the breaker.

· Clean and lubricate the operating mechanism, as necessary, per manufacturer’s guidelines.

· Clean and lubricate secondary finger contacts, check for wear and proper connection.

Electrical Tests

· Measure contact resistance for each phase.

· Perform a high potential test on the vacuum bottles per the manufacturer’s guidelines.

· Measure insulation resistance at the appropriate test value, each pole to ground, between phases and across open contacts of each phase.

Optional Tests

· Perform insulation power factor test or AC high potential test.

· Verify proper electrical operation including spring charge motor, closing operation and shunt trip.

· With breaker in the test position, verify electrical operation by control switch and protective relays.

· Perform time travel analysis.

Distribution Transformer - Dry Types Visual and Mechanical Inspections

· With case covers removed, clean transformer core and coil assembly and enclosure interior. Cloth wipe and/or brush major insulating surfaces.

· Check primary, secondary, and ground connections.

· Check tap connections and tap changer

· Tighten all bolted connections.

· Inspect porcelain insulators, spacers, and pancake windings.

· Check for loose iron and damaged coils.

· Inspect insulation.

· Inspect for signs of overheating.

· Inspect for loose mounting and support.

· Inspect for adequate electrical clearance.

· Check base or support insulators, including vibration isolation supports.

· Inspect accessories when used.

· Verify temperature indicator and fan packages are operation properly – if applicable.

Electrical Tests

· Insulation resistance Test Megger transformer windings high to low and ground, low to high and ground, and high and low to ground.

· If core is insulated and a removable core ground strap is available, perform core insulation-resistance test at 500 volts dc

· Perform a Turns Ratio Test on all three phases.

· Check proper operation of fans and alarms, if applicable.

Optional Tests

· Polarity Check *

· Sound Level Check *

* When specified. Generally performed only when defective performance is suspected.

Pad-Mounted Transformer Visual and Mechanical Inspections

· Inspect the tank, radiators, control cabinets, fans and auxiliary devices for corrosion and paint condition.

· Inspect the outside of the tank, radiators, sample valves, gauges and pad area for signs of fluid leaks.

· Inspect the bushings, cable terminations and control wiring for evidence of defects in insulation integrity, such as cracking, wear, tracking corona or overheating.

· Verify proper operation of temperature indicators, alarms and fan controls.

· Check and record the nitrogen blanket pressure, liquid temperature, maximum temperature, and liquid level.

· Inspect mechanical pressure relief device to verify it has not operated.

· Verify equipment, arrester, and neutral grounds if applicable.

· Clean the bushings as necessary.

Electrical Tests

· Measure insulation resistance at the appropriate test value, each winding high to low and ground, low to high and ground, and high and low to ground.

· Perform a Transformer turns ratio test on all three phase and compare results to values calculated from nameplate data.

· Draw a fluid sample for general lab analysis.

Optional Tests

· Draw a fluid sample for dissolved gas-in-oil analysis.

· Perform an insulation power factor test.

· Perform a winding resistance test.

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