Preparing Complete Substation Plans and Specifications

Development of detailed, complete plans and specifications is essential to ensure substation construction and operation at the lowest possible cost commensurate with the quality of service desired.The drawings accompanying the specifications should be of sufficient detail and accuracy to avoid any possible construction delay and/or errors/misinterpretations during the course of the project.The following partial list of items needs to be considered when preparing substation drawings.

  1. One-Line Diagram
  2. This drawing should be very closely reviewed since the general arrangement and ratings of all major electrical equipment are depicted on this drawing. Various items which should be included on the one-line diagram include:

    1. Current transformers, primary and secondary bus, regulators, breakers, and fuses are adequate for emergency loading.
    2. All spare current transformers shorted and grounded.
    3. Station service transformer fused.
    4. Relative location and ratings of surge arrestors to transformers and other critical equipment.
    5. North arrow included to orient the substation.
    6. Voltage, kVA, and current ratings included for all equipment.
    7. Overall relay protection scheme.
    8. All future and existing construction shown.
    9. Reflects physical arrangement of equipment.
    10. Adequate personnel protection via isolating and grounding switches, portable grounds, interlocks, etc.

  3. Plot Plan
  4. The orientation of the substation structures on the plot plan should be coordinated with the direction of the incoming and outgoing lines with all distances between adjacent structures and clearances properly dimensioned. Other items include:

    1. Elevations of top of finished subgrade.
    2. Access roads, culverts, and other drainage surfacing.
    3. Fence and gate location.
    4. North arrow.
    5. Allowance for removal and installation of equipment and access for maintenance.
    1. Sufficient space allowed for future expansion.
    2. The entire area inside the fence and including a minimum of 3.3 feet outside the fence is covered with a minimum layer of 4-6 inches of gravel.

  5. Elevations

    The elevation drawings should detail all electrical equipment with special emphasis given to identifying critical clearances. These electrical clearances should be in accordance with RUS Bulletin 1724E-300, Table 4-7, with additional allowances made for heavy snow, high altitude, high contamination, and special problem areas. Other items include:

    1. Rigid bus vibration dampers, usually conductor inside tubing bus.
    2. Phase-to-ground clearances.
    3. Minimum clearance of 8 feet 6 inches from grade level to the lowest external part of any insulator, bushing, or insulated housing.
    4. Proper application of rigid bus expansion, slip or fixed joints.
    5. Lightning masts, static wires, or bayonets.
    6. Overhead groundwire shield angle less than 45 degrees and preferably 30 degrees.
    7. Surge arrestor lead length short as possible.
    8. Surge arrestors not used as bus supports.
    9. Grounding provisions for disconnect switch handles.
    10. Mobile substation connection provisions.
    11. Proper length and BIL of suspension and post-type insulators.

  6. Foundations

    The drawings should include the type and design of the foundation and/or footings for the various substation structures. The drawings should be detailed enough to define the required construction as follows:

    1. Steel reinforcement bar size, spacing, and location.
    2. Top of concrete elevations.
    3. Anchor bolt mark number, projection, and number required.
    4. Number of foundations required for each type.
    5. Depth of foundation in relation to frost line.
    6. Cable trench
      1. Outline and reinforcement
      2. Gravel fill
      3. Cover
  7. Grading
  8. The grading drawings should show the plan and elevation of the finished subgrade and existing contours of the substation and surrounding area. These drawings should also give cross-sectional views indicating slopes for cut and fill areas, berms, access roads, and graveled surfaces. Reference to a north arrow and a horizontal tie should be shown on the plan. It is desirable for record purposes to show the location and log of the soil borings.

  9. Grounding and Fence Details
  10. The grounding calculations will be used to determine whether the overall substation ground grid will be of adequate size, length, and impedance to provide for proper operation of protective equipment as well as personnel safety. Improper grounding may produce such adverse effects as improper relay operation, transformer insulation failure, and possible serious injury to substation personnel. The following items are applicable:

    1. Ground grid buried a minimum of 18 inches below grade.
    2. Ground grid should extend a minimum of three feet outside the fence with the gate bypass extending a minimum of 1 foot 6 inches beyond the opened gate.
    3. Ground conductor to be either copper, copper clad steel, or steel.
    4. All below ground connections by exothermic weld process or compression type connections.
    5. All above ground connections by bolted or compression connections.
    6. Two or more ground paths for surge arrestors, transformers, and all other electrical equipment.
    7. All structures connected to the ground grid.
    8. Overhead ground wires terminated directly to the ground grid.
    9. Adequate grounding conductor buried to allow for expansion and contraction during freeze/thaw cycles.
    10. All runs of conduits and cable trays grounded to the grid.
    11. All disconnect switch handles provided with grounding mats.
    12. Chain link fence and gate grounded.
    13. Transformer neutral bushing and surge arrestors connected directly to the grid.
    14. Foundation reinforcing bars not used for grounding electrodes.
    15. Fence minimum of 7 feet high with 1 foot barbed wire extension (recommended).
    16. Adjoining metal fences not connected directly to substation fence.

  11. Structural
  12. Structural drawings should show the design loading requirements, manufacturing details, and erection of structure components, including embedded materials such as stub angles and anchor bolts.Major structures used for transmission line take-off (deadend) and bus (strain) tower should be accompanied by a drawing indicating design conditions. This drawing serves as the criteria for the designer and a check to insure that the actual installation does not exceed design limits. The data shown on the drawings should include the following:

    1. Basic geometry, height and beam dimensions.
    2. Wind-ice design conditions.
    3. Groundwire and conductor maximum tensions.
    4. Horizontal and vertical spans and line angle.
    5. Electrical equipment load.
    6. Loading combinations.

    Construction drawings for structure erection and stringing are needed to control and expedite construction activities at the site. Erection drawings should indicate the following:

    1. Plan and elevation orientation of structure, referenced to north arrow.
    2. Orientation of individual structure members.
    3. Number, size, length, and torquing of field connection bolts.
    4. Rake, camber orientation, and base plate grounding.

  13. Station Service (AC)
  14. Site and utility drawings should include all details of auxiliary substation equipment which will be installed. This should include details of AC and DC power panels, yard lighting, and wire sizing and the following items:

    1. Transfer scheme provided for critical AC loads.
    2. Cable sized for ultimate as well as present requirements.
    3. Outdoor receptacles provided with ground fault interrupter (GFI) circuit breakers.
    4. Adequate lighting over critical panel boards.
    5. Minimum of 20 percent spare branch circuits.
    6. Conduit fill not to exceed NEC requirements.
    7. Cable will not exceed critical thermal limits under short-circuit.

  15. Station Service (DC)

    The DC system has the most critical loads. The drawing should include:

    1. Alarm for loss of AC to battery charger.
    2. Battery properly sized.
    3. Battery room provided with eye wash facility and ventilator.
    4. Positive leg of DC branch circuits should be fused.
The construction specifications must ensure that the materials and construction practices meet and comply with Rural Utilities Service (RUS) standards, recommended industry standards, and/or local requirements.The following partial list of items needs to be considered in preparing substation specifications.
  1. Site Work

    1. Stripping and Clearing
      1. Disposal of spoil
      2. Saving of topsoil
      3. Borrow area
    2. Grading
      1. Excavation
      2. Compacted fill
        1. Material - remove all organic materials
        2. Compaction requirements
          1. Granular - 70% relative density
          2. Cohesive - 90-95 % maximum dry density
      3. Drainage
    3. Surfacing - 3/4 to 1-1/2 size gradation to a minimum of 4 inch depth
    4. Soil Treatment - Weed control herbicide
  2. Foundations
    1. Excavation and Backfill
      1. Excavation
      2. Dewatering provisions
      3. Compaction of backfill around foundations
    2. Cast-In Place Concrete
      1. Reference to ACI (American Concrete Institute) and ASTM International (formerly American Society for Testing and Materials) standards and specifications
      2. Cement
        1. Type I - General Construction
        2. Type II - Moderate sulfate soil
      3. Admixtures
        1. Air entrainment - if subject to freeze/thaw cycles
        2. Calcium chloride not advisable
      4. Hot and cold weather concreting requirements
      5. Quality control
        1. Field tests - slump, air content
        2. Laboratory tests - compression tests at 28 days
      6. Reinforcing steel
      7. Formwork
      8. Concrete finishes and curing
  3. Substation Structures and Assemblies
  4. <
    1. Material
      1. Structural shape
      2. Protective coating
        1. Galvanizing
        2. Weathering steel
        3. Preservative (wood poles)
    2. Design-and Fabrication/Erection
      1. Steel - General, American Institute of Steel Construction (AISC) "Steel Construction Manual"
        1. Latticed - per American Society of Civil Engineers (ASCE) Manual No. 52
        2. Tubular - per NEMA No. TT-1 or ASCE Preprint 2021 - "Design of Steel Transmission Pole Structures"
      2. Aluminum - per ASCE Process Paper 9457, "Guide for the Design of Aluminum Transmission Towers"
      3. Concrete - per IEEE Paper T75-170-6
      4. Wood - per RUS Bulletins 1728F-700 and 1728H-701
  5. Grounding
    1. All underground connections by exothermic weld process or pressure types
    2. All above-ground connections bolted
    3. Installation method and depth of ground rod
    4. At least two ground paths for all major electrical equipment
  6. Fence
    1. Recommended minimum of 7 feet high in addition to a 1 foot barbed wire extension
    2. Minimum of 2 ounces of zinc (per ASTM A392) or .4 ounces of aluminum (per ASTM A491) per square foot of wire surface
  7. Conduit
    1. Minimum bending radius not to exceed:
      1. 12 times radius for shield cables
      2. 6 to 8 times for non-shield cables
    1. Not to exceed NEC fill requirement
    2. Aluminum conduit not to be buried in ground or embedded in concrete
    3. No more than a total of 270 degrees in bends between accessible pull boxes
    4. Proper grounding
    5. Weep holes
  8. Cable
    1. Proper protection of jacket and insulation during storage and installation
    2. Ends of cables sealed against absorption of moisture
    3. Direct burial cable with backfill of adequate thermal properties
    4. Suitable termination
    5. Shield adequately grounded
    6. Proper insulation for intended use
  9. Bus
    1. Expansion, fixed and slip fittings
    2. Vibration control provisions
    3. Weep holes
    4. Proper precautions taken for aluminum-to-copper connections
    5. Welding procedures (i.e., inert gas shielding method preferred)
    6. Proper bolts for bus material being used
    7. Torque requirements
    8. Corona bells (above 161 kV)
    9. Adequately supported for bus forces
  10. Instrumentation and Wiring
    1. Short type terminal block for CT circuit
    2. GFI breakers for outdoor receptacles
    3. Minimum of #14 AWG control wiring
    4. Proper tags and labels for all circuits
If you like more information or have any questions, please contact Mike Eskandary, Electrical Engineer, Transmission Branch, at 202-720-9098 or at meskanda@rus.usda.gov.