CERTIFICATION INFORMS NO. 370-US CSA Program for...

Ref No: 02-006 May 6, 2002

CERTIFICATION INFORMS NO. 370-US

To: Manufacturers of Electrical Motors and Generators for Use in Hazardous Locations;

Facilities Engaged in the Repair of Electrical Motors and Generators for Use in Hazardous Locations

Subject: CSA Program for Qualification of Facilities Engaged in the Repair of Electrical Motors

and Generators, Certified by CSA to US Standards, for use in Hazardous Locations This Certification INFORMS announces the program for the qualification of facilities that are engaged in the repair of electrical motors and generators for use in hazardous locations, that have been certified by CSA to US standards. Background/Rationale Facilities exist that repair electrical motors and generators for use in hazardous locations. It is necessary to ensure that these repaired electrical motors and generators continue to comply with the US standards to which they were originally certified. In order to meet industry need CSA is expanding the existing hazardous location motor repair shop program, described in Certification Notices Nos. 370B and 370C to include hazardous location electrical motors and generators certified by CSA to US standards. This program provides a means to qualify these facilities. Scope CSA Qualification of facilities engaged in the repair of electrical motors and generators for use in hazardous locations is based on compliance with the requirements as specified in this document and the attached. The attached Program Requirements are solely for qualification of facilities engaged in the repair of Electrical motors and generators for use in hazardous locations.

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Marking Where it has been demonstrated that the requirements of this document have been met, CSA will authorize the Qualified Facility to apply a Qualification Nameplate to the repaired electrical motors and generators. The nameplate requirements are detailed in the attached Program Requirements Certificate of Qualification Upon qualification of a facility, CSA will issue a “Certificate of Qualification” for display on the premises of the facility. Each Certificate contains the name and address of the facility and indicates the type of hazardous location equipment the facility is qualified to repair. Permission will also be granted to use the statement “CSA Qualified Repair Facility” on stationary and in advertising material. Publication CSA qualified facilities engaged in the repair of electrical motors and generators for use in hazardous locations will be listed under the following CSA product classification: 9088 81 - QUALIFIED FACILITIES FOR THE REPAIR OF HAZARDOUS LOCATIONS

EQUIPMENT – Motors and Generators certified to US standards Audit Upon issuance of a Certificate of Qualification and the signing of the CSA Service Agreement by CSA and the repair facility, an audit program, consisting of four audits per year, will be initiated. These audits will monitor the repair facility’s ongoing compliance with the relevant CSA requirements. Service Charges Charges for initial qualification and subsequent update are on a time/cost bases for evaluating the facility, reviewing information supplied, report preparation, application processing and travel expenses. All such charges will be billed to the customer upon completion of qualification or upon completion of each visit to the facility. Charges for routine periodic in-plant inspection visits and other related functions for servicing a Service Agreement will be assessed based on the number of expected inspections and other functions of inspection that may be necessary. This program will be administered within the general framework of CSA’s Re-examination Service. Effective Date Immediately


Direction If you are engaged in the repair of electrical motors and generators for use in hazardous locations you may make an application at any time to participate in this program. Application and Inquiries If you wish to make an application please contact one of the offices of CSA International or CSA International Network Partners listed below. If you require additional technical information, please contact Bill Shao by phone (780) 490-2031 , fax (780) 461-5322 or e-mail [email protected] . CSA Offices Telephone Telefax Montreal (514) 694-8110 (514) 694-5001 Central(Etobicoke) (416) 747-4000 (416) 747-4149 Etobicoke(Standards Sales) (416) 747-4044 (416) 747-2475 Edmonton (780) 450-2111 (780) 461-5322 Vancouver (604) 273-4581 (604) 244-6600 Irvine (949) 733-4300 (949) 733-4320 Dallas (817) 652-9600 (817) 652-9884 Charlotte (704) 552-5125 (704) 552-0683 Nashville (615) 822-9952 (615) 822-9311 Cleveland (216) 524-4990 (216) 642-3463 Guangzhou (China) (86) 20 8732-1235 (86) 20 8732-3250 Shanghai (China) (86) 21 6469-9427 (86) 21 6428-3890 Hong Kong (852) 2 664-2872 (852) 2 664-5033 Japan (81) 3-3416-4518 (81) 3-5494-8231 India (91) (80) 336-6013/14/15 (91) (80) 334-4161 CSA Network Partners Pacific Rim (and Far East): AS (Australia) (61) 2 8206-6675 (61) 2 8206-6039 IECC (Hong Kong) (852) 2305-2570 (852) 2756-4480 JIA (Japan) 03 (5401) 3980 03 (5401) 3997 JQA (Japan) (81) 3-3416-4518 (81) 3-5494-8231 A-PEX (Japan) (81) 596-24-8008 (81) 596-24-8002 I-TEC (Japan) (81) 45-322-1009 (81) 45-322-1089 COSMOS (Japan) (81) 596-37-0190 (81) 596-37-3609 SIRIM (Malaysia) 603 544 6302/6309 603 544 6787 QTI (Philippines) (16) 632 687-4123 (16) 632 687-4123 BVNZ (New Zealand) (64) 586-4196 (64) 566-4197 PSB (Singapore) (65) 772-9617 (65) 775-9725 KTL (South Korea) (82) 2-860-1453/6 (82) 2-860-1465/0 CTS (Taiwan) (886) 2-2299-5023 (886) 2-2299-5022 ACL (Thailand) (66-2) 992-5218/9 (66-2) 992-5220


Europe (and Middle East): AENOR (Spain) 34 9 14 32 60 48 34 9 13 10 46 83 BSI (U.K.) (44) 181 996-9000 (44) 181 996-7942

BSI Testing (U.K.) (44) 1442-278558 (44) 1442-278561 IMQ SpA (Italy) (39) 0250 73390 (39) 0250 991515 LCIE (France) (33) 1-4095-6332 (33) 1-4095-8818

NEMKO Ltd. (U.K.) (44) (0) 20 8646 8383 (44) (0) 20 6846-8099 NEMKO AS (Norway) (47) 22 96 0330 (47) 22 96 0550

NEMKO Spa (Italy) (39) 039 220 1229 (39) 039 275 3240 N.V. KEMA (Netherlands) (31) 26 356-2856 (31) 26 351-4922 PCBC (Poland) (48) 22-857-9916 (48) 22-647-1222 SEMKO AB (Sweden) (46) 8-750-0238 (46) 8-750-0378

SII (Israel) (972) 3-6465 164 (972) 3-6465 287 VDE (Germany) (49) 69-830-6436 (49) 69-830-6666 South Africa: SABS (South Africa) 012-428-6859 012-428-6627 South America: BV (Brazil) (55) 11-5070-9000 (55) 11-5070-9040


Date: March 2002

PROGRAM REQUIREMENTS

For

CSA QUALIFICATION OF FACILITIES ENGAGED IN THE REPAIR

OF ELECTRICAL MOTORS AND GENERATORS CERTIFIED TO US STANDARDS BY CSA, FOR USE IN HAZARDOUS LOCATIONS

1. Scope 1.1 These requirements apply to facilities engaged in the repair of CSA Certified electrical motors and

generators, for us in Hazardous Locations as defined in the National Electrical Code (NEC). 1.2 Any changes (other than those allowed in these requirements) to the equipment making it suitable for use

in applications other than that for which it was originally designed and CSA Certified is not within the scope of these requirements.

Notes:

1. The term “motor “ throughout this requirement may be assumed to mean “motor” or “generator”.

2. Any changes to the equipment that do not fall within the scope of these requirements may be approached through other existing CSA Certification Programs, such as the Field Certification Program.

2. Definitions The following definitions are provided to assure a uniform understanding of selected terms:

Facility means any entity comprising of qualified personnel and equipment located in a definite place for the repair of electrical motors for use in hazardous locations.

Qualified (Qualify, Qualification) as used by CSA with respect to a service provided by a facility, means that an investigation of the repair service has been performed by CSA to determine compliance with CSA requirements. Further, that permission has been granted in accordance with the agreement between CSA and the management of the facility, for them to represent their service as complying with CSA requirements.

Service means work and incidental material specified in a contract such as inspection, nondestructive examination, calibration, testing, welding, and analysis.

Surveillance means the continuing evaluation, analysis and verification of a supplier’s records, methods, procedures, products, and services to ensure that CSA requirements are met.


3. Qualification 3.1 General 3.1.1 The type and extent of qualification shall depend on the personnel and repair equipment available at the

facility. 3.1.2 CSA will qualify a facility for the motor and generator ranges and Class(es) of Hazardous Locations for

which a facility can demonstrate it’s capability. 4. General Requirements 4.1 The management of a facility shall demonstrate to CSA that it has and will continue to have the

personnel, equipment, and capabilities to comply with these requirements. 4.2 The hazardous location rating marked on the original CSA Certified motor shall not be changed. 4.3 Repaired motors shall not be marked for use in a hazardous location unless the original motor, prior to

repair, was Certified for use in that hazardous location. 4.4 Repairs, tests and inspections subcontracted by the qualified facility shall remain the responsibility of the

qualified facility. 4.5 Replacement parts or materials used in the repair of motors shall be:

(a) Approved to US standards, where applicable (e.g. leads, temperature limiting devices, sealing

compounds) and obtained from the original manufacturer of the replacement part;. or

(b) Constructed in accordance with the specifications obtained from the original manufacturer; or

(c) Constructed in accordance with the applicable ANSI standards, and have the same (or better) electrical and mechanical characteristics as the original, or as permitted elsewhere in this “Requirement”.

4.6 Equipment, originally CSA Certified with terminal boxes or other devices shall only bear the CSA

Qualification Nameplate if such components are in place. 4.7 If a motor is rewound, an approved winding temperature-limiting device shall be installed to ensure that

abnormal condition temperatures do not exceed the minimum ignition temperature of the Class and Group to ensure safety. If the temperature setting of the temperature limiting device exceeds 80% of the minimum ignition temperature of the Class and Group marked, the rewound motor shall comply with the appropriate abnormal temperature test requirements of the latest edition of UL 674 - Electric Motors and Generators for Use in Division 1 Hazardous (Classified) Locations


4.7 If a voltage change is made to the motor:

(a) The final voltage shall not exceed 600V ac rms.;

(b) The final voltage shall be within the range granted in the CSA Certification to the original motor manufacturer and;

(c) The Repair Facility shall show evidence of compliance with Item (b) above.

4.8 If a physical change is made to the motor shaft, the Repair Facility shall show evidence that the final shaft

configuration was included in the CSA Certification granted to the original motor manufacturer. 5. Personnel 5.1 The management of the facility shall demonstrate to the satisfaction of CSA that:

(a) The facilities operations in the repair of hazardous location motors are under the supervision of a technically qualified supervisor; and

(b) The facility has a trained staff capable of following specified repair, test and program procedures.

5.2 The management of the facility shall designate a technically qualified person who is responsible for the

administration of the program to ensure compliance with the qualification requirements. 5.3 The management of the facility shall designate an alternate for the technically qualified supervisor who can be

responsible for the repair during short periods of absence of the supervisor. 5.4 The management of the facility shall notify CSA within 30 calendar days of any changes in the supervisory

personnel. 6. Facility 6.1 The facility shall be located at a fixed address and have:

(a) Areas allocated for repair work;

(b) Measuring instruments properly calibrated and in working order which are used in the test and inspection of motors situated in the facility building;

(c) Appropriate machine tools which are used in the repair of motors, in working order, situated in the

facility building;

(d) An area allocated for record keeping; to maintain records; and

(e) Equipment handling devices capable of safely handling the maximum size of motor for which the facility has received qualification.


7. Marking 7.1 The qualified facility shall apply a Qualification Nameplate to repaired equipment only at the location for

which CSA Qualification has been granted. 7.2 Motors shall bear the CSA Mark and appropriate hazardous location designations, (as applied originally by

the motor manufacturer), when it is received at the facility to clearly indicate that the motor complied with the CSA requirements.

7.3 Nameplates bearing the original required markings shall not be removed, and the CSA Mark shall not be

defaced. 7.4 The marking of repaired motor shall include, on one Qualification Nameplate:

(a) The name and address of the repair facility; (b) The words “Repair Facility Qualified by CSA International”; (c) The CSA Monogram with the subscript “us”; (d) The date or date-code of repair; (e) Electrical rating, (where applicable);

Note: If a voltage change is made in the motor, the value shown on the original nameplate, (and on any previous repair nameplates, if not removed), shall be defaced.

(f) Rating of temperature limiting devices, (where appropriate); (g) The repair job or order number. (h) If temperature devices are installed, the Caution: “Temperature Limiting devices must be connected

to de-energize the motor to insure minimum ignition temperatures are not exceeded.”, or equivalent wording.

7.4.1 In addition, motors which are rewound shall be provided with complete instructions for the proper use and

connection of the winding temperature limiting devices installed (See Clause 4.7), and the words “Temperature Limiting Device Installed See Instruction” shall be included on the Qualification Nameplate (See Clause 7.5).

7.5 The Qualification Nameplate shall be of metal, 0.5mm thick min, secured by screws or rivets, mounted

adjacent to the original marking. The wording, permanently marked and clearly legible, shall be as illustrated below, however, the format may vary to suit the application.

REPAIR FACILITY QUALIFIED BY CSA INTERNATIONAL

(Name and address of facility)

--------------------------------------------------------------------------------------- *(CSA File No.) *** (Electrical Ratings) **(Job No.) ***(Temperature Limiting Device Rating) (Date of Repair)

* Optional ** A unique job number or similar identifying code which will relate each Qualification Nameplate to a specific

Repair Job Record (See Clause 7.4). *** Where applicable.


Note: It shall be noted that the CSA Mark shall not be taken to mean or imply that the repaired motor is re-certified, under the name of the Repair Facility, by CSA. Its use is allowed as a means for ready recognition by the general public that the facility is qualified by CSA to perform the repair and restore the motor to its original status provided that such Qualification is in effect.

8. Tests and Inspections 8.1 General 8.1.1 The management of a facility shall demonstrate to the satisfaction of CSA that it is capable of performing

tests and inspections that may be required to ensure compliance with the applicable ANSI standard except as provided for in Clause 8.1.2. At its discretion, CSA may witness tests and inspections performed at the facility at any time.

8.1.2 Where the tests and inspections are performed at another facility, or by personnel of a subcontractor, the

management of the facility shall demonstrate to the satisfaction of CSA that the subcontracted test agency has the necessary equipment and that the equipment is properly maintained and calibrated, and the personnel are qualified to use it. (See also Clause 4.4).

8.2 Electrical Tests 8.2.1 Repaired motors shall be subjected to all dielectric strength tests required for new motors, except that the test

voltage shall be 60 percent of the required value. Rewound motors shall be subjected to 100 percent of the required value.

8.3 Enclosure 8.3.1 For enclosures required to be explosion-proof or intended for use in Class I hazardous locations, an

overpressure test shall be applied if there has been a deterioration that may affect the strength of the enclosure. If the original manufacturer’s specification is available and the enclosure thickness complies with the minimum thickness specified, the test may be waived. An overpressure test shall be applied to the equipment if welding is performed to repair structural damage to the enclosure.

8.3.2 If an overpressure test is required to comply with Clause 8.3.1, the test pressure shall be 200 psi. The

enclosure shall withstand the application of the test pressure for 1 minute without deformation or rupture.

Note: If an overpressure test is required, it is recommended that the test be conducted employing an incompressible fluid. Tests employing air or other compressible fluids are not recommended due to the inherent casualty hazard present when testing equipment under high pressure with such media.

8.3.3 The enclosure shall be investigated for compliance with the applicable requirements of UL674, and the flame

path lengths and gaps shall be measured. Prior to repair, flame path dimensions shall be recorded and the new dimensions resulting from the repair shall also be recorded.

9. Records 9.1 The management of the facility shall provide CSA with an organization chart showing the various positions

and related responsibilities of the personnel responsible for the repair of hazardous location motors. Lines of responsibility and authority should be evident.


9.2 The management of the facility shall provide CSA with a list of all available equipment necessary to perform the required functions. The list should include capital equipment, electrical test and dimensional measuring instruments (e.g. feeler gauges 0.0015 to 0.030 inch). The facility shall inform CSA, in writing, of any changes to the equipment.

9.2.1 The management of the facility shall provide evidence of calibration of test and measuring equipment. 9.3 A record of hazardous location motors repaired, to which the Qualification Nameplate is applied, shall be

maintained by the facility and shall be made available to CSA immediately upon request. 9.4 Each repair job shall be recorded as a separate entity and each stage of a particular repair job entered in the

record with the signature(s) of the repair, test, and inspection person(s) responsible for the work. Repair Job Records shall be retained by the facility for at least 7 years, and be readily available to CSA.

9.5 Any stage of a repair job conducted by personnel other than the personnel at the facility shall be recorded in

detail, and shall be included in the repair job record together with the signatures of those persons at the facility who are responsible for the work..

The management of the facility shall verify compliance to these CSA Requirements by incoming inspection.

9.6 Repair Job Record 9.6.1 The Repair Job Record may be of any format to suit the facility’s system, but it shall include at least the

following elements:

(a) Indication of each inspection and test point and its relative position in the repair cycle, including incoming inspection and testing;

(b) Identification of the characteristics being inspected, examined and tested at each point, and specifying

acceptance criteria to be used. Written technical procedures are not mandatory unless otherwise specified; and

(c) Indication of where services of a subcontractor will be employed.

9.6.2 A Repair Job Record shall include at least the following details or equivalent:

(a) Company or person for whom the equipment is being repaired; (b) Confirmation that the CSA Mark is in evidence on the original nameplate; (c) Hazardous locations designations and Temperature Code are evidence on the original nameplate (as

applicable); (d) Description of the equipment, including the original manufacturer’s name, model designation and

ratings; (e) The nature of the damages to the equipment as received by the facility; (f) Date on which the repairs commenced; (g) All stages of the repair job process; (h) Appropriate details of each repair stage; (i) Manufacturer’s name and model designation of replacement parts, as applicable, (see Clause 4.5); (j) Insulation class and type and ratings of temperature limiting devices installed; and (k) Date on which the repair was completed, together with the supervisor’s signature (see Clause 5.1).

This date shall be the basis for the date code marked on the Qualification Nameplate (see Clause 7.4).


10. Compliance Program 10.1 The management of the facility shall demonstrate to the satisfaction of CSA that it has an effective program to

ensure compliance with the Qualification requirements. 11. Certificate 11.1 CSA shall issue a letter and Certificate of Qualification to facilities that conform to these requirements.

A Certificate of Qualification will be issued for each repair facility, to be displayed on the premises in a conspicuous place. The name and address of the qualified facility, equipment classifications, and limitations that apply, will appear on each certificate.

11.2 The certificate remains the property of CSA and is subject to renewal every three years. It may be recalled, at any time, if in the opinion of CSA the facility does not meet CSA qualification requirements.


CSA QUALIFICATION OF FACILITIES ENGAGED IN THE REPAIR OF ELECTRICAL MOTORS AND GENERATORS FOR USE IN HAZARDOUS LOCATIONS IN

THE UNITED STATES OF AMERICA

ATTACHMENT A - QUESTIONNAIRE This Attachment forms part of the Requirements and provides additional definition and description of the program elements.

Al. General

Al.1 It is recognized that the facilities may vary in size from substantially large organizations with complex system and comprehensive program documentation to relatively small organizations with a small number of staff and limited formal documentation; however, in all cases, these program elements must exist and must be described.

Al.2 The intent of the program is to qualify a facility engaged in the repair of electrical motors and generators for use in hazardous locations based upon the knowledge, skill and ability of the personnel, the proper equipment and instrumentation, plus adequate documentation and record keeping.

Al.3 The extent of repair as defined in the scope of the requirements is limited to those steps necessary to bring the motor back to its original operating state and the changes as allowed elsewhere in these requirements.

Al.4 The end result is that the motors must conform to the most current applicable UL Standards 674 which is the Standard by which the products were originally assessed when the manufacturer submitted them for certification.

Al.5 Because the UL Standard 674 is involved, the motor must bear evidence of CSA Certification in order to qualify for repair under this program. If the CSAUS or CSANRTL Mark is not on the motor nameplate or the nameplate is missing, then, you must assume that the motor was never originally tested by CSA to the requirements and therefore is not eligible for repair under this program.


A2. Scope of Repair The qualification of the facility is limited to the types, maximum size and electrical rating of the motors you are capable of repairing. Please provide the following information on the motors and/or generators you intend to repair. A2.1 Type of motors: (e.g. ac, dc, slip-ring, etc.)

A2.2 Electrical rating: (e.g. max hp, rpm, voltage, etc.)

A2.3 Maximum physical motor size: (e.g. diameter, length, etc.)

A2.4 Hazardous locations rating: (e.g. Class I, Group D; Class II, Groups F and G; etc.)

A2.5 Nature of repairs: (e.g. rewind, machining, welding, etc.)

A3. Management It is the management's responsibility to put a program in place and administrate it in such a manner that the facility meets the Qualification Requirements. Some areas of concern will be:

- Personnel - their qualifications and training; - Instrumentation - measuring, testing and calibration; - Machine Equipment - adequate for the job and in good repair; - Facility - adequate repair area and record keeping area; - Repair Process - consistent repair quality; - Inspection Process - ensure that adequate inspection steps are in place and fully effective;


- Documentation - fully identifies motor and its condition plus detailed information on repairs made, measurements and tests done, added nameplate information.

To help ensure that the on-going qualifications are met, it is necessary that technically qualified persons are in place to administrate and supervise the program. These persons are to be separate individuals where possible, except it is recognized that in very small shops these persons may be one and the same. A3.1 Advise the name and qualifications of the technically qualified person responsible for the

administration of this program:

A3.2 Advise the name and qualifications of the technically qualified person responsible for the

supervision of the motor repair:

A3.4 In the event that the Supervisor of motor repair is away an alternate technically qualified person

is to be available, where possible. Advise the name and qualifications of this person:

A4. Personnel A4.1 Please provide an organizational chart, showing the names, positions and areas of duty of the

managers and supervisors. Also show the work positions that report to each. This chart is to be done so that the relationships of each area and position is obvious.

A4.2 The personnel responsible for the running and maintenance of this program must be qualified by virtue of work experience and/or formal schooling. Advise by what criteria you hire

for these positions (e.g. minimum work experience, type of experience, schooling, etc.).


A4.3 The repair personnel must be familiar with the requirements of this program plus the specific UL Standard. How will this training be done for your existing personnel plus future personnel?

A5. Facility

This Qualification Program is applicable only to the facility address noted on the application form and does not apply to any other location including work done in the field.

A5.1 The facility must have sufficient area available to carry out the repair function including work

benches capable of supporting the loads intended. A5.1.1 Advise how many square meters are available for the repair function and how the areas are

utilized (e.g. so many square meters for machining, winding, testing, etc.).

A5.1.2 What is the facility's electrical distribution rated at and what secondary sources of power are

available for testing purposes in volts, frequencies, amperes and number of phases?

A5.2 The facility must have sufficient area available for storing of work records and for administrative

functions. A5.2.1 Advise how many square meters are set aside for the storing of work records and documentation

plus also the administrative functions.


A6. Instrumentation

During the course of the motor repair, the repair facility shall verify flamepath joints and electrical characteristics in every instance. Instrumentation such as calipers, micrometers, multimeters, dielectric testers, feeler gauges (including thicknesses down to 0.0015 in), etc. These instruments must be in good repair and properly calibrated at reasonable intervals, and traceable to the National Bureau of Standards.

A6.1 Provide a list of the measurement and test equipment used in the inspection, repair and test of

hazardous location motors. In the case of electrical equipment, the list must include the range (i.e. volts, amperes, etc.), make and model number.

A6.2 Calibration of the test and measurement equipment is mandatory. In order to be able to

substantiate your measurement result, the equipment must be calibrated regularly. A6.2.1 The interval between calibration will vary depending upon the frequency of use and state of

repair (e.g. a voltmeter is used frequently and should be calibrated at least every six (6) months plus after any repair is made to the instrument).

A6.2.2 Whenever an instrument or piece of test equipment is sent out for calibration, a certification of

verification, from the firm performing the calibration, must accompany the instrument or equipment upon its return.


A6.2.3 Each instrument and piece of test equipment shall have a label on it, informing the user when the last calibration was done and the due date for the next calibration.

A6.2.4 The facility must have a calibration procedure in place which will include a schedule for

calibration for each instrument and test equipment, a method of monitoring for when calibration is due and a way of ensuring removal of that equipment which is damaged or due for calibration from the shop floor.

A6.2.5 Based upon Clauses A6.2 through A6.2.4, advise us on the procedure you intend to implement.

A7. Machine Tools

The machines and equipment necessary to do the repair job must be in good repair and capable of handling the size and type of work you requested in the Scope of Repair.

A7.1 State what machines and equipment you have which will be used in the handling and repair of the

motors showing maximum capacity such as lifting capability, maximum size and length (in the case of lathes and milling machines). Items to be included in this list are mills, lathes, hoists, cranes, ovens, vacuum tanks, welders, dynamic balancers, winding machines, etc.


A8. Procurement

Procurement covers the purchase of parts and services including any subcontractors used for any machining, testing, etc.

A8.1 The Qualified Facility is solely responsible for any work or service done by a subcontractor and

must be able to verify at all times that the result of the work or service provided meets the CSA Requirements.

A8.1.1 State what work or services are subcontracted including the names and addresses of the firms

involved.

A8.2 The Qualified Facility must be able to identify those products or parts that are to be CSA

Certified. A8.2.1 Advise how you will ensure this is done.

A9. Inspection and Test (See also A10 - Documentation)

A9.1 Upon completion of the motor repair, the motor must meet all the requirements of the applicable ANSI/UL standards.

A9.2 Before the facility installs the Qualified Repair Facility Nameplate, it must know for a fact that

the motor meets these requirements. Therefore, a procedure of inspections and tests is necessary. A9.2.1 In order for the inspection and test process to be effective you must ensure:

i. The inspector’s decisions cannot be subordinated by production; ii. The inspections and tests take into account all aspects of the motor; and iii. The process includes a method of verification to ensure that all areas of the motor that did

not conform to the requirements of the applicable standards were corrected.


A9.3 Inspection procedures are divided into three (3) areas:

Incoming Inspections In-Process Inspections Final Inspection

A9.3.1 Regardless of the size of the Facility, these areas of Inspection must exist. However, it is

understood that due to the size of the Facility certain personnel will have more than one responsibility.

A9.3.2 Incoming Inspection shall:

i. Inspect and verify incoming goods and services subcontracted; and ii. Inspect all incoming motors for repair to establish the extent of repair including

verification that in every case, all flamepaths and gaps are correct. A9.3.3 In-Process Inspection shall:

i. Inspect, test and verify that each step of repair has been done properly using the correct materials; and

ii. Stop, re-route or otherwise arrange for correction those items which were improperly done or in which incorrect materials were used.

A9.3.4 Final Inspection shall:

i. Verify through test and inspection that the repaired motors meet the requirements of all the applicable standards;

ii. Verify the original nameplate is still in place;

iii. Stop shipment and arrange for correction of any motor which does not comply with the

requirements of the applicable standards; and

iv. Install the Qualified Facility Nameplate on the motors that are correct. A10. Documentation A10.1 In order for the Supervisors and floor personnel to carry out their jobs properly they must have

easy access to the most current applicable and ANSI/UL standards. A10.1.1 A set of current Standards are to be located centrally (readily accessible) to the work area and

replaced when they are updated, lost or become illegible due to use.


A10.2 Documentation for each repaired motor shall be kept and shall include:

i. The details of the motor received for repair; ii. When the motor arrived; iii. The condition of the motor in detail based on tests and measurements; iv. Exactly what repairs were made and what materials were used; and v. The condition of the motor at time of shipping in detail based on tests and measurements.

A10.2.1 The documentation in Attachment B is presented to assist you in establishing the necessary forms

and represent the minimum information required.

You may prepare your forms in any format you wish but they must contain all the information shown in Attachment B.

Provide copies of the forms you will use. (List forms below:)

A11. Ensuring Compliance A11.1 To ensure on-going compliance with the Qualification Program Requirements, the facility must:

i. Ensure the designated Supervisor or alternate person reviews each repair record to verify that all necessary information is provided and correct.

ii. Continually monitor the program for deviations from the Requirements.

iii. Ensure that the applicable Standards are in place and current.

iv. Advise CSA within thirty days when changes to key personnel, procedures or equipment

occur. A11.2 CSA International will from time to time make unannounced visits to the facility to verify that:

i. The procedures and processes have not changed and are effective.

ii. The key personnel have not changed.

iii. The Repair Records are accurate and complete. iv. The applicable Standards are available and current.


A12. Declaration The above information is correct to the best of my knowledge.

Signed:

Date:

(Administrator of the Qualification Program)

Signed:

Date: (Officer of the Company)

FOR CSA INTERNATIONAL USE ONLY

Clients Name: _____________________________________________________________________

CSA International Project No: ______________________________________________

Reviewed by CSA International Product Specialist: Name: ____________________________

Signature ______________________________ Date ___________________________

Reviewed by:

Name: ____________________________________

Title: ____________________________________

Signature: ____________________________________

Date: ____________________________________


CSA QUALIFICATION OF FACILITIES ENGAGED IN THE REPAIR OF ELECTRICAL MOTORS AND GENERATORS FOR USE IN HAZARDOUS LOCATIONS

ATTACHMENT B - REPAIR RECORD INDEX

INCOMING: Page No Original Nameplate Data 2 Inspection 3

Winding Data 4 Tests 4

SHOP REPAIR RECORD: Activities 5 Sealing Compound 5 Temperature Limiting Devices 6 Winding Materials 6 Winding Data 7 Shaft Detail 7 Subcontracted Work 7 Dielectric Test 8 No Load Tests 8 Locked Rotor Test 8 PHYSICAL DETAILS: Free Internal Volume 9 Bolt Details 9 Materials 9 Frame to Bracket Joint 10 Bracket to Bearing Cap Joint 11 Bearing Cap to Shaft Joint 11 Bracket to Shaft Joint 12 Outer Shaft Opening Evaluation 12 Junction Box Frame Joint 13 Junction Box Cover Joint 13 Conduit Entry 13 Cable Gland 14 Name Plate Details 14 Declaration 14 Supplement A (Labyrinth Shaft Joint) 15 Supplement B (Flinger) 16 Supplement C (Junction Box Adaptor Plate and/or Gland Plate 17 Supplement D (Terminal Studs) 18 Note: This suggested Repair Record may be used as a guide to create a shop specific Repair Record or may used as is. An attempt has been made to make the Repair Record as non-generic as possible. Depending on the motor construction some fields will not be applicable. Choices concerning which fields are most appropriate will need to be made. Please be reminded that sufficient data must be recorded to determine compliance with UL 674


CSA QUALIFICATION OF FACILITIES ENGAGED IN THE REPAIR OF ELECTRICAL MOTORS AND GENERATORS FOR USE IN HAZARDOUS LOCATIONS

ATTACHMENT B - REPAIR RECORD

(Note: When the information requested below is not applicable to the repair, “Not applicable” or “N/A” should be entered for record purposes. When the following information requested does not cover all necessary details additional sketches and dimensional data should be added. Eg wound rotor, commutator, additional flame paths, etc) MACHINE DATA SHEET

CUSTOMER: JOB NO: (A) ORIGINAL NAMEPLATE DATA:

Manufacturer’s Name:

Model: Style: Serial No.:

Frame:

Volts Hertz: Phase:

Hp: Kw: Amp:

Rpm: Duty

Ins Class: Temp Rise: Amb:

Date Code (Date 0f Manufacture):

Hazardous Location Designations:

Class: Group: Division Temp Code:

Yes ( ) CSA us or CSA nrtl Mark: No ( ) Work Stopped - Not Eligible For Qualified Repair

Facility Program

Other Data (Specify):

Recorded By: Initial: Date:


(B) INCOMING INSPECTION RECORD:

OK DAMAGED *MISSING CONDITION INITIAL DATE

Received

Incoming Test

Dismantle

General Condition

Stator

Leads

Frame

Core

Rotor

Shaft

Journals

Keyways

Bracket – De

Bracket – Nde

Bearing Cap – De

Bearing Cap – Nde

Bearings – De

Bearings – Nde

Flinger

Conduit Box

Coupling

Blower

Hood

Motor Not Repairable – Disposition *Motor must be complete, including terminal box(es), all components and flameproof joints checked and verified before leaving the Qualified Repair Facility. Also see section (G) for additional information required. Recorded By: Initial: Date:


B) INCOMING INSPECTION RECORD: (Continued)

Winding (Coil Data as Received): (Mark N/A if motor is not rewound)

Coils 1 2 3 4

Type (Mush, Form, etc)

Wire Size

No of Wires in Parallel

No of Turns


(C) INCOMING TESTS:

Hi-Pot Component Rated Voltage Megger

Volts

Surge

Volts Volts Duration

Ohmeter Result

Stator Winding

Rotor Winding

Armature

Exciter

Thermostats

RTD’s

Bearing Sensors



(D) SHOP REPAIR RECORD:

(D.1) Activities:

Component / Remarks Date Initial

Record Winding Data

Burnout

Strip

Clean Stator

Clean Mechanical Parts

Record Flame Paths per Item G

Wind Stator

Wind Rotor

Install Thermal Protectors

Connect Leads

Test Connections

Dip and Bake

Assemble, Install Bearings

Paint

Test

Other Operations

(D.2) Sealing Compound:

Replaced Not Replaced

Manufacturer Leads Separated YES / NO

Type Shrinkage YES / NO

Depth of Compound Cracking / Flaking YES / NO



(D.3) Temperature Limiting Devices: (For rewinds max temp = 80% of minimum auto-ignition temperature)

Installed New Reused Existing

CSA Certified YES / NO CSA Certified YES / NO

Manufacturer Manufacturer

Type Type

Model No Model No

Electrical Rating Electrical Rating

Temperature Setting Temperature Setting


(D.4) Winding Materials:

Materials Manufacturer Type Size Temp Rating CSA/UL

Certified

Magnet Wire

Slot Liners

Top Sticks

Phase Insulation

Sleeving

Ties

Lead Wire

Lead Splices



(D.5) Winding (Coil Data as Shipped): (CSA Special Acceptance req’d. if not within Manufac- turer’s Certification) Voltage Change is within Manufacturer’s CSA Certification: YES / NO (Attach evidence)

Coils 1 2 3 4

Type (Mush, Form, etc)

Wire Size

No of Wires in Parallel

No of Turns


(D.6) Shaft Detail: (CSA Special Acceptance req’d. if not within Manufacturer’s Certification) New Shaft is within Manufacturer’s CSA Certi- fication

YES / NO (Attach evidence)

Drawing attached with dimensions Drawing. No:

Drawing attached with material description Drawing. No: Drawing attached with rotor/armature attachment details

Drawing. No:

Drawing attached with shrink-fit tolerances Drawing. No: Recorded By: Initial: Date:

(E) WORK SUBCONTRACTED OUT: Work Contracted Out Contractor’s Name Date Inspected By

1-

2-

3-

4-



(F) TEST RECORD AFTER REPAIR:

(F.1) Dielectric Strength:

Between Components Method Volts Duration Result

Winding and Frame Hipot

Winding and Aux. Devices Hipot

Aux. Devices and Frame Hipot

Phases Surge

Hydrostatic


(F.2) No Load (Free Running):

Amperes Temperature

Phase A Winding

Phase B Surface (External)

Phase C Bearing – DE

Bearing – NDE


(F.3) Temperature (Locked Rotor): (See 370-US Clause4.7 and Attachment B Repair Record D.3

Max External Surface Temperature



(G) PHYSICAL DETAILS: NOTE: ALL FLAME PATH JOINTS AND GAPS MUST COMPLY WITH UL STANDARD NO 674 5 3 6 2 1 C A B D

F G 7 4 E AXIAL JOINTS RADIAL JONTS (G.1) Dimensions: Formula (3.143 x Radius x Radius x Length = Tot. Vol.) x 0.25 = App. Int.

Free Vol.

Diameter Length Total Volume Approx. Internal Free Volume

(G.2) Bolt Details:

Secured Part No Bolts Material Grade Diameter Length Threads/In

Brackets (2)

Bearing Caps (3)

Box (4) to Frame

Box (4) to Cover

Cable Gland (7)


(G.3) Materials:

Frame (1) Material Min. Thickness at Joint Min. Thickness Elsewhere

Bracket (2)

Bearing Cap (3)

Terminal Box (4)

Fan (5)

Fan Cover (6)

Flinger

Cable Gland (7)


Note: For the Frame to Bracket Joint make 4 measurements approximately 45 degrees apart.

(G.4) Frame to Bracket Joint (A):

NDE (Non-Drive End) DE (Drive End)

As Received As Shipped As Received As Shipped

Bracket

1

2

3

4

Bracket Average Frame

1


2

3

4

Frame Average Max Diametrical Gap

Min Axial Length

Max Radial Gap

Min Radial Length Does the joint comply with UL Standard 674? Yes: No: Initial:

If “NO” state action taken:

(G.5) Bracket to Bearing Cap Joint (B):



Bracket Diameter

Bearing Cap Diameter

Max Diametrical Gap

Min Axial Length

Max Radial Gap

Min Radial Length Does the joint comply with UL Standard 674? Yes: No: Initial:



(G.6) Bearing Cap to Shaft Joint (C): If this joint is being evaluated as Labyrinth attach Supplement A



Bearing Cap Diameter

Shaft Diameter

Max Diametrical Gap

Min Axial Length

Max Radial Gap

Min Radial Length Does the joint comply with the UL Standard 674? Yes: No: Initial:


(G.7) Bracket to Shaft Joint (D): See notes (1) and (2) below



Bracket Diameter

Shaft Diameter

Max Diametrical Gap

Min Axial Length

Do the joint parameters comply with UL Standard 674? Yes: No: Initial:


Note: (1) If this joint is being evaluated as type Labyrinth, complete and attach Supplement A

(2) If a Flinger is considered to form part of the flame path, complete and attach Supplement B


Note: If the Bracket to Shaft Joint is being evaluated solely for Class II Hazardous Locations (eg Class I Hazardous Location requirements have been met at the Bearing Cap to Shaft Joint) and the above joint parameters do not comply with UL No 674 Clause 7.3.1.1, the following evaluation may be used in lieu of obtaining the CSA Certified joint parameters from the motor manufacturer. (G.8) Bracket to Shaft Joint (D): Outer Shaft Opening Evaluation

Non-Drive End (NDE) Drive End (NE)

Path Length Joint Gap Path Length Joint Gap

Yes No Yes No Yes No Yes No

Evidence of wear and tear

Evidence of tampering

Edvidence of previous repair

Evidence of previous rebuid

Method used to correct Joint Length:

Method used to correct Joint Gap: Do the joint parameters comply with UL Standard 674? Yes: No: Initial:



Note: Make and Complete a copy of this page for each Junction Box Note: Complete Supplement C for Junction Box Adaptor Plates and/or Gland Plates if applicable Note: Complete Supplement D for Terminal Studs if applicable.

(G.9) Frame to Junction Box Joints (E):

Type Frame Dia

Box Dia Gap Dim

W Dim

w Dim

x Radial Gap

Thread Size

Threads Engaged

Received

Shipped



(G.10) Cover to Junction Box Joints (F):

Type Frame Dia

Box Dia Gap Dim

W Dim

w Dim

x Radial Gap

Thread Size

Threads Engaged

Received

Shipped



(G.11) Conduit Entries:

Trade Size

No. of Threads

Depth to Integral Bushing

Dia of Integral Bushing



(H) Cable Gland: (1) Details of Cable Gland/Conduit Box Joint (2) Details of Packing: (Type of Material and Method) (I) CSA Qualification Namplate: The Nameplate has been marked as follows.

Job Number:

Date of Repair:

CSA File Number:

Temperature Limiting Device:

Other (Specify):

(J) DECLARATION:

I HAVE REVIEWED ALL RECORDS AND HEREBY VERIFY THAT ABOVE MACHINE COMPLIES WITH UL STANDARD 674.

Date Job Completed:

Date Job Shipped:

Signed:

Date:


Supplement A

(G.7) Labyrinth Type Bracket to Shaft Joint (D):



Bearing Cap Dia F

Shaft Dia D

Bearing Cap Dia G

Shaft Dia E

Max Diametrical Gap

Min Total Axial Length

Min Shortest Axial Section

Min Dia Difference Do the joint parameters comply with UL Standard 674? Yes: No: Initial:


Supplement B

Bracket

Flinger


Shaft

Bracket to Flinger Joint: Flinger must be metal when considered to form part of flame path.



Bracket Diameter

Flinger Diameter

Max Diametrical Gap

Min Axial Length

Max Radial Gap

Min Radial Length Shaft to Flinger Joint:



Flinger Diameter

Shaft Diameter

Max Diametrical Gap

Min Axial Length

Max Radial Gap

Min Radial Length

Secured to Shaft By




Supplement C Note: Use additional copies of this page if there is more than one Junction Box Frame to Adaptor Plate Joint:

Type Frame Dia

Box Dia Gap Dim

W Dim

w Dim

x Radial Gap

Thread Size

Threads Engaged

Received

Shipped Do the joint parameters comply with UL Standard 674? Yes: No: Initial:


Gland Plate Junction Box Joint :

Type Frame Dia

Box Dia Gap Dim

W Dim

w Dim

x Radial Gap

Thread Size

Threads Engaged

Received

Shipped Do the joint parameters comply with UL Standard 674? Yes: No: Initial:



Supplement D Adaptor Plate

Insulator

Terminal Stud

Note: Use additional copies of this page for auxiliary device terminals if applicable.

Bushing to Plate Joint:

Threaded Seal Condition Term Plate Dia

Bush Dia Gap Axial

Length Radial Gap

Radial Length Size Engaged Good Bad

Rec’d L1

Shipped

Rec’d L2

Shipped

Rec’d L3

Shipped

Bushing to Terminal Stud Joint: Threaded Seal Condition Term Plate

Dia Bush Dia Gap Axial

Length Radial Gap

Radial Length Size Engaged Good Bad

Rec’d L1

Shipped

Rec’d L2

Shipped

Rec’d L3

Shipped



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