Operations Preferred Practices: Project Outage and Construction
UTILITY: ____________________
SUBSTATION: ________________
Summary: The following is intended to be used as a guide for facilitating and executing
a project during initial construction or during an outage. Our Preferred Practices are in
place to provide guidance and ensure quality execution of projects.
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Documentation
Project Stakeholder Contact Info Names/Titles/Responsibilities Email and
Phone Numbers
Required Project Information
o Scope
o Schedule of Work
o JHA (Job Hazard Analysis)
o Outage Switching Documents
o BOM (Bill of Material)
o Drawings (Demo and Construction)
o Relay Settings
o Testing and Commissioning Matrix
Factory Acceptance Test
Deliverables
o Blocked Equipment for Construction
and Testing
o Apparatus Test Results/Reports in
accordance with customer guidelines
o Relay Test Results/Reports in
accordance with customer guidelines
o P & C Equipment tested and verified as
operational to customer specifications
o Sign Off Sheets accurately completed
o Turnover package including F/C Prints,
relay settings files, and test reports
submitted to the proper people
Tasks
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Primary Blocking and Switching
Review
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Secondary Blocking
o Review switching with permit holder
to ensure blocking is adequate for
project
o Review blocking points with fellow
JET employees to ensure
understanding of project boundaries
o Blocking to be reviewed by person
performing work and peer check
o Adequate barriers and flagging in
Joseph Boyce
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Equipment Review/Physical
Inspection
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Circuit Point-To-Point Checks
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Relay Testing
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Apparatus Testing
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Current and Potential Circuits
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P & C Testing
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Test Result Turnovers
place
Sufficient egress to equipment
AC/DC Sources Isolated
Stored energy released
PPE as Required
Compare relay panel’s to “front view”
and “rear view” drawings
o Compare Nameplates and markers to
provided nameplate drawings and
designation letters
o Verify Equipment is installed
correctly, orientation, phasing etc.
o Verify Proper Manual operation of
equipment (High Voltage Switches,
Push Buttons, Control Handles, Tap
Changers, Etc.)
o Verify CT Tap Ratios
o Use Schematics/Elementary Drawings
for progress tracking and circuit
accuracy
o Initial and date completed
drawings/circuits
o Prior to circuit energization check
circuit for shorts and grounds at load
side of breakers or fuse blocks
o Compare Current and Potential
Settings to Drawings
o Set relay with provided settings files
o Test relay with provide test file or in
accordance with utility guidelines
o Verify Logic/Inputs/Outputs
o Test Apparatus in accordance with
provided specifications from utility, in
the absence of specifications default to
manufacturer and NETA specs
o Perform Secondary Injection on CT
and PT circuits
o Perform Primary Injection Test on
Line and Bus equipment
o Perform Generator Through Fault
Test on Transformers and new
Transformer Breakers
o Utilize Provided Testing Matrix or
Written Test Plan for Op Checks and
Trip Test
o Submit Test Results to Proper
Authority (written and/or electronic
as required)
o Fill out appropriate sign-off sheets
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Communicate Test Results and/or Test
Joseph Boyce
Result Location on a shared drive
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Field Corrected Drawings
o Following Utility Guidelines
generate a set F/C prints for
engineering
o Document drawings submitted for
future reference
Joseph Boyce