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Substa Sub station Asset P tion Asset Perf erfor ormance mance Using MinMax Using MinMax SMAR SMART Presented by Nand Singh (nand.singh@minmaxtech.com) Steve Mauser (steve.mauser@minmaxtech.com) 15950 Dallas Parkway, Suite 400


  1. Substa Sub station Asset P tion Asset Perf erfor ormance mance Using MinMax Using MinMax SMAR SMART Presented by Nand Singh (nand.singh@minmaxtech.com) Steve Mauser (steve.mauser@minmaxtech.com) 15950 Dallas Parkway, Suite 400 Dallas, Texas 75248, USA Tel: 972-980-0000 www.minmaxtech.com 1

  2. Today’s Utility Asset Condition and Maintenance Management 1 2 3 4 5 Expectations of Increasing Environmentally- Increased pressure The challenge of higher reliability pressure to control conscious to extend the life an aging utility and lower asset regulators, of existing utility infrastructure operating costs procurement, stockholders, assets operating costs consumers 2

  3. What Keeps the Operations Managers On Edge? ❑ Poor coordination across processes, resources, and technologies ❑ Lack of accurate and consistent data for assets ❑ High corrective maintenance to preventive maintenance ratio ❑ Excessive equipment downtime and work completion times ❑ Inconsistent/non-auditable risk management processes ❑ Above average equipment lifecycle costs ❑ Lack of rigorous capital expenditure planning & prioritization 3

  4. What is the Prescription? 1 2 3 Build a comprehensive asset Develop and promote a set Apply Latest Information information database that: of processes that: Technology that: • Includes asset ID, location, • Will identify and standardize • Will enhance user productivity characteristics, condition, failure processes • Will promote integration across risk, depreciation, and • Are intuitive, repeatable, different geographies, operations, replacement manageable, measurable, and organizations, and applications • Will apply across systems and continuously optimizable • Are easily deployable, adaptable, processes • Will document strategies for scalable, and affordable • Will interface or support legacy managing risks, disaster, and data repair vs replace 4

  5. 1 Build a Comprehensive Asset Information Database ❑ Standardize the Asset data collection and database ❑ Know the condition of every asset ❑ Know the risk before it becomes a problem 5

  6. What are your Where are near-term and What do you What is the How can you older lines and long-term plans operate, average age of evaluate their equipment in view of maintain, or your reliability, 1 2 3 4 located? costs, ROI, and replace? distribution safety, and environmental In what system? sustainability? And when? & societal condition? impact? Ask Questions 6

  7. Develop and Promote a Set of 2 Meaningful Processes ❑ Simplify using templates and processes from proven practices from the utility and other industries ❑ Create best practices that will help with: ❑ Improving employee satisfaction and productivity ❑ Meeting regulatory compliance ❑ Aligning the asset management strategy and approach with the overall business strategy ❑ Improving the integration between asset management and financial management processes ❑ Maximizing return on assets, and asset uptime ❑ Fostering an organizational culture focused on quality, safety, and continuous improvement ❑ Continue to improve upon your best practices 7

  8. Apply Information 3 Technology (1) (2) (4) (3) Application look & Application must Cybersecure Allow for data feel capabilities must improve data quality and compliance with exchange across meet or exceed field from the field user regulatory applications user needs perspective requirements (6) (5) Use external data Use internal IT (7) standards and standards wherever Keep It Simple models where possible appropriate 8

  9. Utility Substation Maintenance Needs 1. An organized record of all 4. Document Management substation asset (equipment) data ✓ Equipment manuals – existence and locations ✓ Asset ID ✓ Latest drawings (one line diagrams, pictures, etc.) ✓ Nameplate data (including transformer or ✓ Record of comments and communications voltage regulator tap connection details, trip 5. Reporting settings, etc.) ✓ ✓ Equipment relocation Management reporting of exceptions ✓ 2. Inspection/Repairs History Preparation for NERC audit ✓ ✓ Other regulatory compliance reporting Inspection checklist ✓ ✓ Export/Import to Excel or PDF Scheduled (time- or condition-based) inspection records ✓ Data Trending and Useful Analytics ✓ Unscheduled repairs and labor data ✓ Work orders history and costs 3. Tests ✓ Frequency of tests performed ✓ Reports of test results ✓ Incorporate external test data sources (i.e. lab data) ✓ Association with inspection/repairs history 9

  10. General Characteristics of SMART (Substation Maintenance & Asset Reliability Tracking) 1. A browser-based software tool that: ✓ Operates in cloud or in-house environment ✓ Functions on-line or offline using Google and esri maps ✓ Is intuitive and maintains a consistent look-&-feel across multiple devices (laptops, iPads, and smart phones) 2. Enables quick setup with its rich library of data and becomes operational with minimum utility customization 3. Enables users to design custom forms for any number of inspection and equipment types, tests, and maintenance procedures 4. Helps with the audit trail of inspection data to fulfill NERC and other regulatory compliance 5. Provides extensive document management capabilities (pdf, Word, Excel, Drawings, Pics) 6. Enables field users to instantly document assets and their condition by capturing quick pictures Provides bulk export/import of data and interface capabilities with the 3 rd party software 7. 10

  11. (1) (2) User-configurable equip. Off-line capability to types, data fields, inspection perform inspections using questions, test data grids, esri GIS maps and pre-defined reports Key Functional (3) (4) Features of Customizable forms, User Use of internet-based SMART for roles, e-mail alerts for ambient temperature for abnormal inspections each substation Users (6) (5) Easy Export/Import of data PRC , FAC and other NERC and interface capabilities compliance reporting with 3 rd party systems 11

  12. Configurable Inspection and Test Data Forms 12

  13. Review Inspections and Test Data Instantly 13

  14. Manage WO’s & Resources using an Interactive Gantt Chart 14

  15. Distribution Poles Displayed on Google GIS 15

  16. Distribution Poles Displayed on esri maps 16

  17. Instant History and Trends 17

  18. Sample SMART Reports Inspector Activity Report 18

  19. Case Study – A Small Municipal Utility (T&D World, June 2017) 1. A small municipal utility with 10 substations 2. Adopted SMART in 2014 3. One full time inspector and a supervisor 4. Savings of 3 hours per week 5. Helped them move from a focus on reactive repairs to a proactive maintenance model 6. Further cost and labor savings due to: ✓ Replacing parts under warranty, rather than waiting for equipment to fail. ✓ Improved reliability ✓ Avoided costly emergency repairs 7. Supervisor was able to show exactly how he and the inspector were using their office time and was able to create and justify the need for an additional position 19

  20. Direct and Intangible Benefits of Asset Management Systems Dir Direct ect Sa Savings vings Due Due to: to: Intangible Benefits Due Intangible Benefits Due to: to: ❑ ❑ Cost avoidance due to improved equipment Reduced audit preparation and support time reliability and prolonged equipment life ❑ Increased employee satisfaction ❑ Increased employee productivity, inspection ❑ Improved inspection and safety training accuracy, and consistency ❑ Greater customer satisfaction ❑ Cost avoidance due to reduced contractor ❑ Favorable societal / PR effects cost ❑ Avoidance of regulatory fines ❑ Take advantage of manufacturer warranty 20

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