Substation Asset Management Fundamentals

July 10-11, 2024 Online

If you are unable to attend at the scheduled date and time, we make recordings available to all registrants for seven days after the event

No electric utility intentionally operates substation equipment to the point of failure but many struggle with management of planned maintenance of these assets. This course begins with definition of Substation Asset Management (SAM), explains the benefits, then moves to the components of such a program. Attendees will learn the ground level data basis such as equipment inventory, maintenance schedules, work order systems and management of internal and external resources. Discussions include the cost/benefit of equipment monitoring and O & M vs. Capital Expenditure. Understanding the financial aspects of SAM is key to acceptance by the leadership within an electric utility organization.

Learning Outcomes

List and define the various types of substations

Identify the components of a Substation Asset Management Program

Differentiate equipment based on the frequency and urgency of required maintenance

Arrange maintenance according to skill set requirements to complete task

Distinguish between in-house vs. contractor workloads

Prioritize maintenance based on substation load criticality

Agenda

WEDNESDAY, JULY 10, 2024

9:00 a.m. – 5:00 p.m. : CENTRAL TIME

Introduction to Substation Asset Management (SAM)

Substation Definition

Types of Substations

Components of a SAM

Program Inputs and Analysis Software

Inventory of Equipment

Inventory Data

Equipment to be Maintained

Maintenance Tools & Equipment

Internal

Accessed outside the company

Required Skill Sets

In-house

Contractors

Scheduling Maintenance

Scheduling Matrix

Priorities Based on Load Criticality

Priorities Based on Equipment Maintenance Needs

Dispatch Center Input

Avoiding Peak Load Periods

Availability of Tools, Equipment, and Skilled Personnel

Compliance with NESC Part 1 Section 121.A

Monitoring Substation Equipment

Power Transformers

Circuit Breakers

Battery Charging Systems

Maintenance & Diagnostic Centers

Manned 24/7 vs. Annunciated Only

Output/Benefits of Effective SAM Programs

Increase Reliability

Metrics (SAIDI, SAFI, MAIFI, etc.)

Profitability/Savings

Safety

THURSDAY JULY 11, 2024

9:00 a.m. – 12:00 p.m. : CENTRAL TIME

Failure Analysis & Prevention

Equipment Manufacturer’s Service Advisories

Root Cause Failure Analysis

Leadership and Cultural Change

Building a Compelling Vision

Foster Leadership Commitment

Cultivating a Collaborative Culture

Future Trends & Challenges

Emerging Technologies

System Peak Shaving Generation

Utility Scale Solar

Bulk Energy Storage Systems

Substation Resiliency vs. Robustness vs. Reliability

Elements of a Highly Resilient Substation

Instructors

James Houston

Mr. Houston retired from The Southern Company after 40 years with the title of Chief Engineer. He has experience in generating plant construction and substations design and maintenance. James is the outgoing NESC Subcommittee 3 chairperson and currently the Subcommittee 9 chairperson. He was also a member of NESC Subcommittee 1 and the Interpretation Subcommittee. He was a member of the IEEE Switchgear Committee and contributed to the development of switchgear standards. James was a Professional Engineer in the State of Alabama. He received his Bachelor of Electrical Engineering from the University of Alabama in 1982 and his Master of Business Administration from the University of Alabama at Birmingham in 1991.

Jerome V. Josken

Jerry holds a BS in Electrical Engineering Technology from the Milwaukee School of Engineering and a Master of Business Administration from North Central College. During his 30+ year career with Eaton Power Systems, Jerry served in a variety of engineering capacities. In his time as a senior consultant with Pike Engineering, he developed professional development programs for clients, as well as the firm’s freshman engineers.