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1 An Xcel Energy Perspective Presented by: Susan McNelly
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Page 1: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

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An Xcel Energy PerspectivePresented by: Susan McNelly

Page 2: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

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Transformers – Why Worry?XEL started taking a more involved approach to specifying/designing/inspecting/testing in the early 1990s►Large Investment

► Large capital dollars► Large installation/maintenance costs► Large investment in time► Single point-of-failure with extensive impact

Page 3: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

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Transformers – Why Worry?►Opportunity for Error

►Highly engineered, customized product►Special materials/processes ►Manual labor►Accelerated production schedules►Transportation

challenges

Page 4: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Outline

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►Specification ►Evaluation►Design Reviews►Drawings► Inspections►Witness Testing ►Field Receipt, Acceptance,

Page 5: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Specification

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Companywide specification developed►Combined specification ►Separate specification detail sheet and boilerplate

►Detail sheet►EXCEL macro/formula tools ►Key ratings and project specific information in one

location

Page 6: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Transformer Detail Sheet

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Page 7: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Specification

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►Boilerplate – common design requirements►Standards►Overload►Environmental►Materials►Testing►Documentation►Shipping►Warranty

Page 8: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Evaluation

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►Bid Data sheet►Evaluation spreadsheet

►Check against spec rating requirements►Comparison of proposals

►Losses►Dimensions►Type►Lead time/ plant location►Warranty

Page 9: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Design Reviews►New/complicated design/multiple

units►First unit with a new supplier►Preferably held at the factory►Normally 1 to 1 ½ days►Very detailed - NOT a specification

review9

Page 10: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Design Reviews►Exceptions to specification ►Nameplate/preliminary outline►Detailed factory test instructions►Core design►Winding design/arrangement

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Page 11: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Design Reviews►Major Insulation ►Thermal design ►Short-circuit design►Ancillary component ratings►Transportation strength (G-forces)

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Page 12: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Drawings►Nameplate(s)►Outlines (Main and Shipping)►Internal Assembly►Controls►Instruction Manual ►Factory Test Report & Data Files

►Photos of internal assembly and completely assembled unit

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Page 13: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Drawings - Nameplate►Ratings

►Other Info- Notes- Stnds References

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Page 14: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Drawings - Nameplate►Winding Diagram

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- Check against phasor

- BCT ratings/location

- Polarities

- Core grounds

- Tap connections

Page 15: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Drawings - Outline

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- All 4 segments & top view- DIMs to proposal -within ~10%?- Component Locations/Accessibility

- Bushings- Cooling/fan staging- Control Cab- Conservator

- List of components- Manuf- Part/Cat # & Part #

Page 16: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Drawings – Internal Assembly

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- Should show all 4 segments and top view

- Lead Routing/Support/Cooling- Labeling/Location/Polarity of

internal CTs- Labeling of PA & Series TRs- Dashed in location of

access ports

Page 17: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Key Inspection Points►Initial factory inspection – pre-award

or during design review meeting►Windings – prior to or during

nesting

Page 18: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Key Inspection Points

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►Core►Core and coil assembly –

before or after vapor phase

Page 19: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Witness Testing

►First or critical unit with supplier►Builds confidence with compliance to

specification►Understand testing philosophy and methods

►Allows inspection of assembled unit►Conduit routing interferences►Components as indicated on drawings?

►Training Opportunity19

Page 20: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Field Receipt, Inspection, Acceptance Process

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►Supplier Releases

►SR1

►Review of impact recorder

►receipt core insulation resistance

►external inspection for damage

Verifies no obvious issues before receipting

Page 21: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Field Receipt, Inspection, Acceptance Process

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►SR2►Checklists/sign-off process

►Identifies responsibilities►Determine need for internal inspections

and guidance on items to inspect►Identifies required field tests, tap

settings, etc.►Provides field testing acceptance criteria

Page 22: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Field Receipt, Inspection, Acceptance Process

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►SR2

►Supplier review/sign-off of field test

►engineering review/acceptance

Approval to energize or release for storage

Page 23: An Xcel Energy Perspective - UMN CCAPSccaps.umn.edu/documents/CPE-Conferences/MIPSYCON-Power...Evaluation 8 Bid Data sheet Evaluation spreadsheet Check against spec rating requirements

Summary

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►Develop a strong specification►Living document

►Follow through (when appropriate) with: ►Design reviews ►Factory inspections►Witness testing►Field inspection & testing

►Develop checklists

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QUESTIONS?


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