HomeMy WebLinkAbout3.01_Cert of Installation CF2R_260800 1.8D - Commissioning of Electrical Tests & Certificates1730 S. ANAHEIM WAY ANAHEIM WAY, CA 92805
PHONE (657) 276 0600
Switchgear: Tests & Certificates
Submittal
Specification Section
260800 – COMMISSIONING OF ELECTRICAL
Approval Page
CUSTOMER: Morrow Meadows
AEC FILE NUMBER: WB13
REPORT PREPARED BY: Mike Kain
REPORT DATE: 2016-11-22
HARBOR DAY
SCHOOL
Acceptance Testing Report
CUSTOMER: Rosendin Electric
AEC FILE NUMBER: 21E149-B-FR0-ATS
REPORT PREPARED BY: Alexander Jackson
REPORT DATE: June 2, 2021
ELECTRICAL ENGINEERING: Third-Party Certification • Design • Testing • Consulting
1105 N. Allen Avenue, Pasadena, CA 91104 ¥ (626) 398-3052 (800) 398-3052 Fax (626) 398-3053
APPLIED
ENGINEERINGCONCEPTS
MEMBER OF
ACCEPTANCE TESTING
REPORT
June 2, 2021
Adam Dickelman
Rosendin Electric
1730 Anaheim Way
Anaheim, CA 92805
File Number: 21E149-B-FR0-ATS
Dear Mr. Dickelman:
At your request, Applied Engineering Concepts (AEC) has performed testing as described in the following paragraphs.
1.0 JOB SITE INFORMATION
JOB SITE:
Harbor Day School
3443 Pacific View Drive
Corona Del Mar, CA 92625
2.0 SCOPE
2.1 AEC provided field testing services to include testing equipment, labor and technical supervision.
Testing and inspections performed in compliance with the latest National Electrical Testing
Association (NETA) standard Acceptance Testing Specifications for Electrical Power Distribution
Equipment and Systems, NETA ATS-2021.
3.0 DISCUSSION AND RECOMMENDATIONS
3.1 The equipment as noted in the Table of Contents listed in Appendix 1 is manufactured and rated as
indicated on the individual test forms. Inspection and testing of the equipment was performed as
specified in Section 2.0 - Scope, and found to be acceptable in accordance with NETA ATS-2021,
unless specifically indicated on the test result form. Where applicable, equipment status, along with
recommendations or suggestions by AEC are noted in bold type in section 3.0.
3.2 SUMMARIZED TEST RESULTS
3.2.1 All equipment was found to be acceptable per NETA standards. All equipment is suitable
for service.
3.3 REGULARLY SCHEDULED MAINTENANCE
3.3.1 As a minimum AEC recommends performing regularly scheduled maintenance every three
years. This does not consider equipment condition, reliability, or environment. An ideal
maintenance program is reliability based and unique to each piece of equipment. In the
absence of a maintenance program, NETA has provided guidelines that can be used and
are attached as Appendix A2 – Frequency of Maintenance Testing.
4.0 CONCLUSION
4.1 Our report is based on a visual inspection and the test results as indicated in this report. Unless
otherwise noted, all equipment inspected and tested, as itemized in the Table of Contents, were in
accordance with project specifications and/or the latest Acceptance Testing Specifications for
Electrical Power Distribution Equipment and Systems ATS-2021 guideline by the National Electrical
Testing Association, Inc., (NETA).
Rosendin Electric Page 2 of 2
Corona Del Mar, CA
ACCEPTANCE TESTING REPORT
Applied Engineering Concepts June 2, 2021
AEC Job File Number: 21E149-B-FR0-ATS
4.2 The following field label has been attached to the equipment.
4.2.1 Blue - Equipment is acceptable
♦♦♦♦♦♦
Thank you for this opportunity to be of service. If you require further explanation or clarification or need additional
information, feel free to call me.
Sincerely,
Applied Engineering Concepts
A California Corporation
Report By:
Alex Jackson
Field Supervisor
NETA Level III Test Technician
Alex.j@aec-us.com
(626) 399-2297
Encl. Appendix “A1” Test Results
Appendix “A2” Frequency of Maintenance Table
Appendix “A1”
Test Results
HARBOR DAY SCHOOL
ROSENDIN ELECTRIC
ROSENDIN ELECTRICCustomer
Plant
Table of Contents
Job #21E149-B-FR0
HLA1NMSB 1
User
PagePositionSubstation / Panel NETA Section / Equipment
7.06.1 LOW VOLTAGE CIRCUIT BREAKER - MULTI ....................
1 of 1PAGE
HLA1SMSB 27.06.1 LOW VOLTAGE CIRCUIT BREAKER - MULTI ....................
HMA1NMSB 37.06.1 LOW VOLTAGE CIRCUIT BREAKER - MULTI ....................
HMA1SMSB 47.06.1 LOW VOLTAGE CIRCUIT BREAKER - MULTI ....................
HMDPBMSB 57.06.1 LOW VOLTAGE CIRCUIT BREAKER - MULTI ....................
MAINMSB 67.06.1 LOW VOLTAGE CIRCUIT BREAKER - MULTI ....................
TP154MSB 77.06.1 LOW VOLTAGE CIRCUIT BREAKER - MULTI ....................
TP1S5MSB 87.06.1 LOW VOLTAGE CIRCUIT BREAKER - MULTI ....................
TPA1NMSB 97.06.1 LOW VOLTAGE CIRCUIT BREAKER - MULTI ....................
TPA1SMSB 107.06.1 LOW VOLTAGE CIRCUIT BREAKER - MULTI ....................
CORONA DEL MAR, CA 92625ROSENDIN ELECTRIC
FILE NUMBER:
ROSENDIN ELECTRIC
HARBOR DAY SCHOOL
6/2/2021
POSITION:HLA1N
CLIENT:
MSBLOCATION:
TEST DATE:JOB SITE:
SUB./BOARD:
HARBOR DAY SCHOOLCR#:21E149-B-FR0
LOW VOLTAGE CIRCUIT BREAKER
PAGE:1 of 10
NOTES / RECOMMENDATIONS
Co
m
m
e
n
t
s
De
f
i
c
i
e
n
c
i
e
s
Cr
i
t
i
c
a
l
D
e
f
i
c
i
e
n
c
i
e
s
Tested
By:Witnessed
By:
Reviewed
By:Name Name Name
RECOMMENDATIONS:
*STATUS: A-ACCEPTABLE C-CORRECTED NIS-NOT IN SCOPE NA-NOT APPLICABLE NAC-NOT ACCESSIBLE R-REPAIR, REPLACE, OR ADJUST
ALEXANDER JACKSON
Acceptable
EQUIPMENT DATA
SERIAL NO.:
65 KA @ 250 AMPSSYS. VOLTS
-250
MAX AMPS:CAT./TYPE:250
600MAX VOLTS:SQUARE D
JJA36250U31XYP AIC:
BREAKER TYPE:INSULATED / MOLDED CASE BREAKERPOWER BREAKER
LSIG SETTINGS:
480
L - LONG TIME S - SHORT TIME I - INSTANTANEOUS G - GROUND FAULT
RATING PLUG:
TRIP / SENS. RATING:MFR:
TRIP UNIT TYPE:Solid State
AMPS
PART NUMBER:MICROLOGIC 3.2
BOLTED @SHUNT:NO UVR:NA NA@CONNECT:AUX SWITCHES:-NO
AS FOUND AS LEFT AS FOUNDRANGES AS LEFTRANGES
(225 (AMPS)LT DELAY (LTD)0.5-16 4 4AMPS)22570-250LONG TIME PICKUP (LTPU)
INST. PU (IPU)Plug Sen LTPU AMPS)2,500102,500(AMPS)10 (1.5-12
STATUS
NAMEPLATE VS DRAWINGS
DRAWOUT MECHANISM
EXTERIOR CONDITION
PRIMARY CONNECTIONS
SECONDARY DISCONNECT
MAIN / ARCING CONTACTS
NOTESITEM
SPRING CHARGING MOTOR
INTERLOCKS
SHUNT TRIP / CLOSE
AUXILIARY FEATURES SUCH AS ZSI & ANTIPUMP
LUBRICATION
MECHANISM OPERATION
INDICATORS (CLOSE/OPEN, CHARGE/DISCHARGE)
ITEM
A
NA
A
NAC
NAC
NA
A
NAC
NA
A
NA
A
NA
NA
NOTES
VISUAL & MECHANICAL INSPECTION
ARC CHUTES
STATUS
4522
1
1/5/20222015-64 CONTACT RESISTANCE:1/5/2022 2011-1092006-09 INSULATION RESISTANCE:
RELATIVE HUMIDITY:AMBIENT TEMP.:%°C
2/23/2022
SEC.CURRENT INJECTION:0PRI.CURRENT INJECTION:
TEST EQUIPMENT: ASSET NO. / CALIBRATION DUE DATE
TEST RESULTS
Results UNITS NOTESBYMIN/MAX
TOLERANCE
SECONDARY INJ.CURRENT INJECTION TEST AMPSTEST POINT %
TEST METHOD
PRIMARY INJ.
TESTED @ SETTINGS
0.5
Mfr
Mfr
100 %AMPS
SECONDS
-
-
105
1.5 2.25
120
1.85LONG TIME (LT) DELAY
LONG TIME (LT) PICKUP 115
300
100
%
100
300
AMPS Mfr375-337.5 412.5401INSTANTANEOUS PICKUP 375%100
PHASE ACCURACY
MICROOHMS MILLIVOLTS
@ VDC 9,999
9,999
±50%
9,999
C-CB-B
9,999
A-A
9,999
BREAKER OPEN
B-C
9,999
C-A
9,9999,999
C-GNDB-GNDA-GND
BREAKER CLOSED
CONTACT RESISTANCE
INSULATION RESISTANCE
1,000 NETA
NETA
100
4040
LTPU STPU GFPU
A
114115 115
CB
9,999
A-B
44
MfrMETER INSTANTANEOUS -120105
CORONA DEL MAR, CA 92625ROSENDIN ELECTRIC
FILE NUMBER:
ROSENDIN ELECTRIC
HARBOR DAY SCHOOL
6/2/2021
POSITION:HLA1S
CLIENT:
MSBLOCATION:
TEST DATE:JOB SITE:
SUB./BOARD:
HARBOR DAY SCHOOLCR#:21E149-B-FR0
LOW VOLTAGE CIRCUIT BREAKER
PAGE:2 of 10
NOTES / RECOMMENDATIONS
Co
m
m
e
n
t
s
De
f
i
c
i
e
n
c
i
e
s
Cr
i
t
i
c
a
l
D
e
f
i
c
i
e
n
c
i
e
s
Tested
By:Witnessed
By:
Reviewed
By:Name Name Name
RECOMMENDATIONS:
*STATUS: A-ACCEPTABLE C-CORRECTED NIS-NOT IN SCOPE NA-NOT APPLICABLE NAC-NOT ACCESSIBLE R-REPAIR, REPLACE, OR ADJUST
ALEXANDER JACKSON
Acceptable
EQUIPMENT DATA
SERIAL NO.:
65 KA @ 250 AMPSSYS. VOLTS
-250
MAX AMPS:CAT./TYPE:250
600MAX VOLTS:SQUARE D
JJA36250U31XYP AIC:
BREAKER TYPE:INSULATED / MOLDED CASE BREAKERPOWER BREAKER
LSIG SETTINGS:
480
L - LONG TIME S - SHORT TIME I - INSTANTANEOUS G - GROUND FAULT
RATING PLUG:
TRIP / SENS. RATING:MFR:
TRIP UNIT TYPE:Solid State
AMPS
PART NUMBER:MICROLOGIC 3.2
BOLTED @SHUNT:NO UVR:NA NA@CONNECT:AUX SWITCHES:-NO
AS FOUND AS LEFT AS FOUNDRANGES AS LEFTRANGES
(225 (AMPS)LT DELAY (LTD)0.5-16 4 4AMPS)22570-250LONG TIME PICKUP (LTPU)
INST. PU (IPU)Plug Sen LTPU AMPS)2,500102,500(AMPS)10 (1.5-12
STATUS
NAMEPLATE VS DRAWINGS
DRAWOUT MECHANISM
EXTERIOR CONDITION
PRIMARY CONNECTIONS
SECONDARY DISCONNECT
MAIN / ARCING CONTACTS
NOTESITEM
SPRING CHARGING MOTOR
INTERLOCKS
SHUNT TRIP / CLOSE
AUXILIARY FEATURES SUCH AS ZSI & ANTIPUMP
LUBRICATION
MECHANISM OPERATION
INDICATORS (CLOSE/OPEN, CHARGE/DISCHARGE)
ITEM
A
NA
A
NAC
NAC
NA
A
NAC
NA
A
NA
A
NA
NA
NOTES
VISUAL & MECHANICAL INSPECTION
ARC CHUTES
STATUS
4522
1
1/5/20222015-64 CONTACT RESISTANCE:1/5/2022 2011-1092006-09 INSULATION RESISTANCE:
RELATIVE HUMIDITY:AMBIENT TEMP.:%°C
2/23/2022
SEC.CURRENT INJECTION:0PRI.CURRENT INJECTION:
TEST EQUIPMENT: ASSET NO. / CALIBRATION DUE DATE
TEST RESULTS
Results UNITS NOTESBYMIN/MAX
TOLERANCE
SECONDARY INJ.CURRENT INJECTION TEST AMPSTEST POINT %
TEST METHOD
PRIMARY INJ.
TESTED @ SETTINGS
0.5
Mfr
Mfr
100 %AMPS
SECONDS
-
-
105
1.5 2.25
120
1.8LONG TIME (LT) DELAY
LONG TIME (LT) PICKUP 115
300
100
%
100
300
AMPS Mfr375-337.5 412.5401INSTANTANEOUS PICKUP 375%100
PHASE ACCURACY
MICROOHMS MILLIVOLTS
@ VDC 9,999
9,999
±50%
9,999
C-CB-B
9,999
A-A
9,999
BREAKER OPEN
B-C
9,999
C-A
9,9999,999
C-GNDB-GNDA-GND
BREAKER CLOSED
CONTACT RESISTANCE
INSULATION RESISTANCE
1,000 NETA
NETA
100
3939
LTPU STPU GFPU
A
115115 115
CB
9,999
A-B
43
MfrMETER INSTANTANEOUS -120105
CORONA DEL MAR, CA 92625ROSENDIN ELECTRIC
FILE NUMBER:
ROSENDIN ELECTRIC
HARBOR DAY SCHOOL
6/2/2021
POSITION:HMA1N
CLIENT:
MSBLOCATION:
TEST DATE:JOB SITE:
SUB./BOARD:
HARBOR DAY SCHOOLCR#:21E149-B-FR0
LOW VOLTAGE CIRCUIT BREAKER
PAGE:3 of 10
NOTES / RECOMMENDATIONS
Co
m
m
e
n
t
s
De
f
i
c
i
e
n
c
i
e
s
Cr
i
t
i
c
a
l
D
e
f
i
c
i
e
n
c
i
e
s
1 CIRCUIT BREAKER PROVIDES NO INDICATION OF LONG TIME PICKUP.
Tested
By:Witnessed
By:
Reviewed
By:Name Name Name
RECOMMENDATIONS:
*STATUS: A-ACCEPTABLE C-CORRECTED NIS-NOT IN SCOPE NA-NOT APPLICABLE NAC-NOT ACCESSIBLE R-REPAIR, REPLACE, OR ADJUST
ALEXANDER JACKSON
Acceptable
EQUIPMENT DATA
SERIAL NO.:
65 KA @ 225 AMPSSYS. VOLTS
-250
MAX AMPS:CAT./TYPE:250
600MAX VOLTS:SQUARE D
JJA36225YP AIC:
BREAKER TYPE:INSULATED / MOLDED CASE BREAKERPOWER BREAKER
LSIG SETTINGS:
480
L - LONG TIME S - SHORT TIME I - INSTANTANEOUS G - GROUND FAULT
RATING PLUG:
TRIP / SENS. RATING:MFR:
TRIP UNIT TYPE:Thermal
AMPS
PART NUMBER:-
BOLTED @SHUNT:NO UVR:NA NA@CONNECT:AUX SWITCHES:-NO
AS FOUND AS LEFT AS FOUNDRANGES AS LEFTRANGES
(225 (AMPS)LT DELAY (LTD)FIXED FIXED FIXEDAMPS)225FIXEDLONG TIME PICKUP (LTPU)
INST. PU (IPU)Plug Sen LTPU AMPS)2,2502,250(AMPS)(1125-2250
STATUSSTATUS
NAMEPLATE VS DRAWINGS
PHYSICAL & MECHANICAL CONDITION
NOTESITEM
CB OPERATION
ANCHORAGE & ALIGNMENT
ITEM
A
A
A
A
A
NA
NOTES
VISUAL & MECHANICAL INSPECTION
CLEANLINESS SHUNT TRIP / CLOSE
CONTACT RESISTANCE:1/5/2022 2011-1092006-09 INSULATION RESISTANCE:0 2/23/20222015-64CURRENT INJECTION:
TEST EQUIPMENT: ASSET NO. / CALIBRATION DUE DATE
4522RELATIVE HUMIDITY:AMBIENT TEMP.:
1/5/2022
%°C
1
B C TOLERANCE
BYMIN/MAX
TEST RESULTS
TESTPOINT %UNITS NOTESTEST AMPS ACURRENT INJECTION
121.7 104.9
Mfr
Mfr
%
%300
225
675
1100LONG TIME (LT) PICKUP
LONG TIME (LT) DELAY
AMPS
SECONDS
281-
-
225
50 250117.4
1221 1302 Mfr%1,125100 1108 AMPSINSTANTANEOUS PICKUP 1,350-900
MILLIVOLTS
@ VDC
A-B
9,999 9,999
9,999
MICROOHMS 187 ±50%
9,999
C-CB-B
9,999
A-A
9,999
BREAKER OPEN
B-C
9,999
C-A
9,9999,999
C-GNDB-GNDA-GND
BREAKER CLOSED
CONTACT RESISTANCE
INSULATION RESISTANCE
1,000 NETA
Mfr
100
202199
CORONA DEL MAR, CA 92625ROSENDIN ELECTRIC
FILE NUMBER:
ROSENDIN ELECTRIC
HARBOR DAY SCHOOL
6/2/2021
POSITION:HMA1S
CLIENT:
MSBLOCATION:
TEST DATE:JOB SITE:
SUB./BOARD:
HARBOR DAY SCHOOLCR#:21E149-B-FR0
LOW VOLTAGE CIRCUIT BREAKER
PAGE:4 of 10
NOTES / RECOMMENDATIONS
Co
m
m
e
n
t
s
De
f
i
c
i
e
n
c
i
e
s
Cr
i
t
i
c
a
l
D
e
f
i
c
i
e
n
c
i
e
s
Tested
By:Witnessed
By:
Reviewed
By:Name Name Name
RECOMMENDATIONS:
*STATUS: A-ACCEPTABLE C-CORRECTED NIS-NOT IN SCOPE NA-NOT APPLICABLE NAC-NOT ACCESSIBLE R-REPAIR, REPLACE, OR ADJUST
ALEXANDER JACKSON
Acceptable
EQUIPMENT DATA
SERIAL NO.:
65 KA @ 400 AMPSSYS. VOLTS
-400
MAX AMPS:CAT./TYPE:400
600MAX VOLTS:SQUARE D
LJA36400U31XYP AIC:
BREAKER TYPE:INSULATED / MOLDED CASE BREAKERPOWER BREAKER
LSIG SETTINGS:
480
L - LONG TIME S - SHORT TIME I - INSTANTANEOUS G - GROUND FAULT
RATING PLUG:
TRIP / SENS. RATING:MFR:
TRIP UNIT TYPE:Solid State
AMPS
PART NUMBER:MICROLOGIC 3.3
BOLTED @SHUNT:NO UVR:NA NA@CONNECT:AUX SWITCHES:-NO
AS FOUND AS LEFT AS FOUNDRANGES AS LEFTRANGES
(225 (AMPS)LT DELAY (LTD)0.5-16 0.5 0.5AMPS)225125-400LONG TIME PICKUP (LTPU)
INST. PU (IPU)Plug Sen LTPU AMPS)2,00052,000(AMPS)5 (1.5-12
STATUS
NAMEPLATE VS DRAWINGS
DRAWOUT MECHANISM
EXTERIOR CONDITION
PRIMARY CONNECTIONS
SECONDARY DISCONNECT
MAIN / ARCING CONTACTS
NOTESITEM
SPRING CHARGING MOTOR
INTERLOCKS
SHUNT TRIP / CLOSE
AUXILIARY FEATURES SUCH AS ZSI & ANTIPUMP
LUBRICATION
MECHANISM OPERATION
INDICATORS (CLOSE/OPEN, CHARGE/DISCHARGE)
ITEM
A
NA
A
NAC
NAC
NA
A
NAC
NA
A
NA
A
NA
NA
NOTES
VISUAL & MECHANICAL INSPECTION
ARC CHUTES
STATUS
4522
1
1/5/20222015-64 CONTACT RESISTANCE:1/5/2022 2011-1092006-09 INSULATION RESISTANCE:
RELATIVE HUMIDITY:AMBIENT TEMP.:%°C
2/23/2022
SEC.CURRENT INJECTION:0PRI.CURRENT INJECTION:
TEST EQUIPMENT: ASSET NO. / CALIBRATION DUE DATE
TEST RESULTS
Results UNITS NOTESBYMIN/MAX
TOLERANCE
SECONDARY INJ.CURRENT INJECTION TEST AMPSTEST POINT %
TEST METHOD
PRIMARY INJ.
TESTED @ SETTINGS
0.5
Mfr
Mfr
125 %AMPS
SECONDS
-
-
125
1.5 2.25
150
1.813LONG TIME (LT) DELAY
LONG TIME (LT) PICKUP 148
375
125
%
100
300
AMPS Mfr600-540 660653INSTANTANEOUS PICKUP 600%100
PHASE ACCURACY
MICROOHMS MILLIVOLTS
@ VDC 9,999
9,999
±50%
9,999
C-CB-B
9,999
A-A
9,999
BREAKER OPEN
B-C
9,999
C-A
9,9999,999
C-GNDB-GNDA-GND
BREAKER CLOSED
CONTACT RESISTANCE
INSULATION RESISTANCE
1,000 NETA
NETA
100
3835
LTPU STPU GFPU
A
147148 147
CB
9,999
A-B
41
MfrMETER INSTANTANEOUS -150125
CORONA DEL MAR, CA 92625ROSENDIN ELECTRIC
FILE NUMBER:
ROSENDIN ELECTRIC
HARBOR DAY SCHOOL
6/2/2021
POSITION:HMDPB
CLIENT:
MSBLOCATION:
TEST DATE:JOB SITE:
SUB./BOARD:
HARBOR DAY SCHOOLCR#:21E149-B-FR0
LOW VOLTAGE CIRCUIT BREAKER
PAGE:5 of 10
NOTES / RECOMMENDATIONS
Co
m
m
e
n
t
s
De
f
i
c
i
e
n
c
i
e
s
Cr
i
t
i
c
a
l
D
e
f
i
c
i
e
n
c
i
e
s
1 CIRCUIT BREAKER PROVIDES NO INDICATION OF LONG TIME PICKUP.
Tested
By:Witnessed
By:
Reviewed
By:Name Name Name
RECOMMENDATIONS:
*STATUS: A-ACCEPTABLE C-CORRECTED NIS-NOT IN SCOPE NA-NOT APPLICABLE NAC-NOT ACCESSIBLE R-REPAIR, REPLACE, OR ADJUST
ALEXANDER JACKSON
Acceptable
EQUIPMENT DATA
SERIAL NO.:
65 KA @ 800 AMPSSYS. VOLTS
-800
MAX AMPS:CAT./TYPE:800
600MAX VOLTS:SQUARE D
MJA36800YP AIC:
BREAKER TYPE:INSULATED / MOLDED CASE BREAKERPOWER BREAKER
LSIG SETTINGS:
480
L - LONG TIME S - SHORT TIME I - INSTANTANEOUS G - GROUND FAULT
RATING PLUG:
TRIP / SENS. RATING:MFR:
TRIP UNIT TYPE:Thermal
AMPS
PART NUMBER:ET 1.0
BOLTED @SHUNT:NO UVR:NA NA@CONNECT:AUX SWITCHES:-NO
AS FOUND AS LEFT AS FOUNDRANGES AS LEFTRANGES
(800 (AMPS)LT DELAY (LTD)FIXED FIXED FIXEDAMPS)800FIXEDLONG TIME PICKUP (LTPU)
INST. PU (IPU)Plug Sen LTPU AMPS)6,40086,400(AMPS)8 (2-10
STATUSSTATUS
NAMEPLATE VS DRAWINGS
PHYSICAL & MECHANICAL CONDITION
NOTESITEM
CB OPERATION
ANCHORAGE & ALIGNMENT
ITEM
A
A
A
A
A
NA
NOTES
VISUAL & MECHANICAL INSPECTION
CLEANLINESS SHUNT TRIP / CLOSE
CONTACT RESISTANCE:1/5/2022 2011-1092006-09 INSULATION RESISTANCE:0 2/23/20222015-64CURRENT INJECTION:
TEST EQUIPMENT: ASSET NO. / CALIBRATION DUE DATE
4522RELATIVE HUMIDITY:AMBIENT TEMP.:
1/5/2022
%°C
1
B C TOLERANCE
BYMIN/MAX
TEST RESULTS
TESTPOINT %UNITS NOTESTEST AMPS ACURRENT INJECTION
46.29 46.12
Mfr
Mfr
%
%300
800
2,400
1100LONG TIME (LT) PICKUP
LONG TIME (LT) DELAY
AMPS
SECONDS
960-
-
880
40 6545.83
1579 1564 Mfr%1,600100 1651 AMPSINSTANTANEOUS PICKUP 1,760-1,440
MILLIVOLTS
@ VDC
A-B
9,999 9,999
9,999
MICROOHMS 337 ±50%
9,999
C-CB-B
9,999
A-A
9,999
BREAKER OPEN
B-C
9,999
C-A
9,9999,999
C-GNDB-GNDA-GND
BREAKER CLOSED
CONTACT RESISTANCE
INSULATION RESISTANCE
1,000 NETA
Mfr
100
323350
CORONA DEL MAR, CA 92625ROSENDIN ELECTRIC
FILE NUMBER:
ROSENDIN ELECTRIC
HARBOR DAY SCHOOL
6/2/2021
POSITION:MAIN
CLIENT:
MSBLOCATION:
TEST DATE:JOB SITE:
SUB./BOARD:
HARBOR DAY SCHOOLCR#:21E149-B-FR0
LOW VOLTAGE CIRCUIT BREAKER
PAGE:6 of 10
NOTES / RECOMMENDATIONS
Co
m
m
e
n
t
s
De
f
i
c
i
e
n
c
i
e
s
Cr
i
t
i
c
a
l
D
e
f
i
c
i
e
n
c
i
e
s
1 NEUTRAL CT POLARITY TEST PERFORMED, RESULTS ACCEPTABLE.
Tested
By:Witnessed
By:
Reviewed
By:Name Name Name
RECOMMENDATIONS:
*STATUS: A-ACCEPTABLE C-CORRECTED NIS-NOT IN SCOPE NA-NOT APPLICABLE NAC-NOT ACCESSIBLE R-REPAIR, REPLACE, OR ADJUST
ALEXANDER JACKSON
Acceptable
EQUIPMENT DATA
SERIAL NO.:
65 KA @ 2,000 AMPSSYS. VOLTS
0202416914260001 2,000
MAX AMPS:CAT./TYPE:2000
600MAX VOLTS:SQUARE D
RKF36200U44AYP AIC:
BREAKER TYPE:INSULATED / MOLDED CASE BREAKERPOWER BREAKER
LSIG SETTINGS:
480
L - LONG TIME S - SHORT TIME I - INSTANTANEOUS G - GROUND FAULT
RATING PLUG:
TRIP / SENS. RATING:MFR:
TRIP UNIT TYPE:Solid State
AMPS
PART NUMBER:MICROLOGIC 6.0A
BOLTED @SHUNT:NO UVR:NA NA@CONNECT:AUX SWITCHES:-NO
AS FOUND AS LEFT AS FOUNDRANGES AS LEFTRANGES
(2,0001 1 (AMPS)LT DELAY (LTD)0.5-24 8 8AMPS)2,0000.4-1LONG TIME PICKUP (LTPU)
SHORT TIME PU (STPU)Sen 4 4AMPS)((8,000 AMPS)8,000 ST DELAY
(STD)0-0.4 I/O 0.1 OFF 0.1 OFF1.5-10LTPUPlug
INST. PU (IPU)Plug Sen LTPU AMPS)30,0001530,000(AMPS)15 (OFF, 2-15
GROUND FAULT PU (GFPU)Plug Sen x AMPS)AMPS)1,200 1,200A-J (500-1200)J J GF DELAY
(GFD)0-0.4 I/O 0.1 OFF 0.1 OFF((
STATUS
NAMEPLATE VS DRAWINGS
DRAWOUT MECHANISM
EXTERIOR CONDITION
PRIMARY CONNECTIONS
SECONDARY DISCONNECT
MAIN / ARCING CONTACTS
NOTESITEM
SPRING CHARGING MOTOR
INTERLOCKS
SHUNT TRIP / CLOSE
AUXILIARY FEATURES SUCH AS ZSI & ANTIPUMP
LUBRICATION
MECHANISM OPERATION
INDICATORS (CLOSE/OPEN, CHARGE/DISCHARGE)
ITEM
A
NA
A
NAC
NAC
NA
A
NAC
NA
A
NA
A
NA
NA
NOTES
VISUAL & MECHANICAL INSPECTION
ARC CHUTES
STATUS
4522
1
20 1/5/20222015-64 CONTACT RESISTANCE:1/5/2022 2011-1092006-09 INSULATION RESISTANCE:
RELATIVE HUMIDITY:AMBIENT TEMP.:%°C
2/23/2022
SEC.CURRENT INJECTION:3PRI.CURRENT INJECTION:
TEST EQUIPMENT: ASSET NO. / CALIBRATION DUE DATE
TEST RESULTS
Results UNITS NOTESBYMIN/MAX
TOLERANCE
SECONDARY INJ.CURRENT INJECTION TEST AMPSTEST POINT %
TEST METHOD
PRIMARY INJ.
TESTED @ SETTINGS
0.5
Mfr
Mfr
800 %AMPS
SECONDS
-
-
880
1.5 2.25
960
1.521LONG TIME (LT) DELAY
LONG TIME (LT) PICKUP 918
2,400
800
%
100
300
SECONDS0.1 OFF
Mfr
Mfr
1,200
%
AMPS -
-
1,080
0.08 0.14
1,3201,242
0.115
SHORT TIME (ST) PICKUP
SHORT TIME (ST) DELAY 1,800
1,200%100
150
AMPS Mfr4,000 -3,600 4,4004,108INSTANTANEOUS PICKUP 4,000%100
GROUND FAULT PICKUP 1AMPS
SECONDS0.1 OFF
Mfr
Mfr
1,200 -
-
1,080
0.08 0.14
1,3201,187
GROUND FAULT DELAY 0.122
1,200
1,800
%
%
100
150
PHASE ACCURACY
MICROOHMS MILLIVOLTS
@ VDC 9,999
9,999
±50%
9,999
C-CB-B
9,999
A-A
9,999
BREAKER OPEN
B-C
9,999
C-A
9,9999,999
C-GNDB-GNDA-GND
BREAKER CLOSED
CONTACT RESISTANCE
INSULATION RESISTANCE
1,000 NETA
NETA
100
114156
LTPU STPU GFPU
A
1,1881,187 1,187
CB
9,999
A-B
123
Mfr 1METER INSTANTANEOUS -1,3201,080
CORONA DEL MAR, CA 92625ROSENDIN ELECTRIC
FILE NUMBER:
ROSENDIN ELECTRIC
HARBOR DAY SCHOOL
6/2/2021
POSITION:TP154
CLIENT:
MSBLOCATION:
TEST DATE:JOB SITE:
SUB./BOARD:
HARBOR DAY SCHOOLCR#:21E149-B-FR0
LOW VOLTAGE CIRCUIT BREAKER
PAGE:7 of 10
NOTES / RECOMMENDATIONS
Co
m
m
e
n
t
s
De
f
i
c
i
e
n
c
i
e
s
Cr
i
t
i
c
a
l
D
e
f
i
c
i
e
n
c
i
e
s
Tested
By:Witnessed
By:
Reviewed
By:Name Name Name
RECOMMENDATIONS:
*STATUS: A-ACCEPTABLE C-CORRECTED NIS-NOT IN SCOPE NA-NOT APPLICABLE NAC-NOT ACCESSIBLE R-REPAIR, REPLACE, OR ADJUST
ALEXANDER JACKSON
Acceptable
EQUIPMENT DATA
SERIAL NO.:
65 KA @ 400 AMPSSYS. VOLTS
-400
MAX AMPS:CAT./TYPE:400
600MAX VOLTS:SQUARE D
LJA36400U31XYP AIC:
BREAKER TYPE:INSULATED / MOLDED CASE BREAKERPOWER BREAKER
LSIG SETTINGS:
480
L - LONG TIME S - SHORT TIME I - INSTANTANEOUS G - GROUND FAULT
RATING PLUG:
TRIP / SENS. RATING:MFR:
TRIP UNIT TYPE:Solid State
AMPS
PART NUMBER:MICROLOGIC 3.3
BOLTED @SHUNT:NO UVR:NA NA@CONNECT:AUX SWITCHES:-NO
AS FOUND AS LEFT AS FOUNDRANGES AS LEFTRANGES
(350 (AMPS)LT DELAY (LTD)0.5-16 2 2AMPS)350125-400LONG TIME PICKUP (LTPU)
INST. PU (IPU)Plug Sen LTPU AMPS)4,000104,000(AMPS)10 (1.5-12
STATUS
NAMEPLATE VS DRAWINGS
DRAWOUT MECHANISM
EXTERIOR CONDITION
PRIMARY CONNECTIONS
SECONDARY DISCONNECT
MAIN / ARCING CONTACTS
NOTESITEM
SPRING CHARGING MOTOR
INTERLOCKS
SHUNT TRIP / CLOSE
AUXILIARY FEATURES SUCH AS ZSI & ANTIPUMP
LUBRICATION
MECHANISM OPERATION
INDICATORS (CLOSE/OPEN, CHARGE/DISCHARGE)
ITEM
A
NA
A
NAC
NAC
NA
A
NAC
NA
A
NA
A
NA
NA
NOTES
VISUAL & MECHANICAL INSPECTION
ARC CHUTES
STATUS
4522
1
1/5/20222015-64 CONTACT RESISTANCE:1/5/2022 2011-1092006-09 INSULATION RESISTANCE:
RELATIVE HUMIDITY:AMBIENT TEMP.:%°C
2/23/2022
SEC.CURRENT INJECTION:0PRI.CURRENT INJECTION:
TEST EQUIPMENT: ASSET NO. / CALIBRATION DUE DATE
TEST RESULTS
Results UNITS NOTESBYMIN/MAX
TOLERANCE
SECONDARY INJ.CURRENT INJECTION TEST AMPSTEST POINT %
TEST METHOD
PRIMARY INJ.
TESTED @ SETTINGS
0.5
Mfr
Mfr
125 %AMPS
SECONDS
-
-
125
1.5 2.25
150
1.839LONG TIME (LT) DELAY
LONG TIME (LT) PICKUP 146
375
125
%
100
300
AMPS Mfr600-540 660650INSTANTANEOUS PICKUP 600%100
PHASE ACCURACY
MICROOHMS MILLIVOLTS
@ VDC 9,999
9,999
±50%
9,999
C-CB-B
9,999
A-A
9,999
BREAKER OPEN
B-C
9,999
C-A
9,9999,999
C-GNDB-GNDA-GND
BREAKER CLOSED
CONTACT RESISTANCE
INSULATION RESISTANCE
1,000 NETA
NETA
100
3534
LTPU STPU GFPU
A
146146 145
CB
9,999
A-B
43
MfrMETER INSTANTANEOUS -150125
CORONA DEL MAR, CA 92625ROSENDIN ELECTRIC
FILE NUMBER:
ROSENDIN ELECTRIC
HARBOR DAY SCHOOL
6/2/2021
POSITION:TP1S5
CLIENT:
MSBLOCATION:
TEST DATE:JOB SITE:
SUB./BOARD:
HARBOR DAY SCHOOLCR#:21E149-B-FR0
LOW VOLTAGE CIRCUIT BREAKER
PAGE:8 of 10
NOTES / RECOMMENDATIONS
Co
m
m
e
n
t
s
De
f
i
c
i
e
n
c
i
e
s
Cr
i
t
i
c
a
l
D
e
f
i
c
i
e
n
c
i
e
s
Tested
By:Witnessed
By:
Reviewed
By:Name Name Name
RECOMMENDATIONS:
*STATUS: A-ACCEPTABLE C-CORRECTED NIS-NOT IN SCOPE NA-NOT APPLICABLE NAC-NOT ACCESSIBLE R-REPAIR, REPLACE, OR ADJUST
ALEXANDER JACKSON
Acceptable
EQUIPMENT DATA
SERIAL NO.:
65 KA @ 250 AMPSSYS. VOLTS
-250
MAX AMPS:CAT./TYPE:250
600MAX VOLTS:SQUARE D
JJA36250U31XYP AIC:
BREAKER TYPE:INSULATED / MOLDED CASE BREAKERPOWER BREAKER
LSIG SETTINGS:
480
L - LONG TIME S - SHORT TIME I - INSTANTANEOUS G - GROUND FAULT
RATING PLUG:
TRIP / SENS. RATING:MFR:
TRIP UNIT TYPE:Solid State
AMPS
PART NUMBER:MICROLOGIC 3.2
BOLTED @SHUNT:NO UVR:NA NA@CONNECT:AUX SWITCHES:-NO
AS FOUND AS LEFT AS FOUNDRANGES AS LEFTRANGES
(225 (AMPS)LT DELAY (LTD)0.5-16 4 4AMPS)22570-250LONG TIME PICKUP (LTPU)
INST. PU (IPU)Plug Sen LTPU AMPS)3,000123,000(AMPS)12 (1.5-12
STATUS
NAMEPLATE VS DRAWINGS
DRAWOUT MECHANISM
EXTERIOR CONDITION
PRIMARY CONNECTIONS
SECONDARY DISCONNECT
MAIN / ARCING CONTACTS
NOTESITEM
SPRING CHARGING MOTOR
INTERLOCKS
SHUNT TRIP / CLOSE
AUXILIARY FEATURES SUCH AS ZSI & ANTIPUMP
LUBRICATION
MECHANISM OPERATION
INDICATORS (CLOSE/OPEN, CHARGE/DISCHARGE)
ITEM
A
NA
A
NAC
NAC
NA
A
NAC
NA
A
NA
A
NA
NA
NOTES
VISUAL & MECHANICAL INSPECTION
ARC CHUTES
STATUS
4522
1
1/5/20222015-64 CONTACT RESISTANCE:1/5/2022 2011-1092006-09 INSULATION RESISTANCE:
RELATIVE HUMIDITY:AMBIENT TEMP.:%°C
2/23/2022
SEC.CURRENT INJECTION:0PRI.CURRENT INJECTION:
TEST EQUIPMENT: ASSET NO. / CALIBRATION DUE DATE
TEST RESULTS
Results UNITS NOTESBYMIN/MAX
TOLERANCE
SECONDARY INJ.CURRENT INJECTION TEST AMPSTEST POINT %
TEST METHOD
PRIMARY INJ.
TESTED @ SETTINGS
0.5
Mfr
Mfr
100 %AMPS
SECONDS
-
-
105
1.5 2.25
120
1.855LONG TIME (LT) DELAY
LONG TIME (LT) PICKUP 116
300
100
%
100
300
AMPS Mfr375-337.5 412.5397INSTANTANEOUS PICKUP 375%100
PHASE ACCURACY
MICROOHMS MILLIVOLTS
@ VDC 9,999
9,999
±50%
9,999
C-CB-B
9,999
A-A
9,999
BREAKER OPEN
B-C
9,999
C-A
9,9999,999
C-GNDB-GNDA-GND
BREAKER CLOSED
CONTACT RESISTANCE
INSULATION RESISTANCE
1,000 NETA
NETA
100
7370
LTPU STPU GFPU
A
116116 116
CB
9,999
A-B
60
MfrMETER INSTANTANEOUS -120105
CORONA DEL MAR, CA 92625ROSENDIN ELECTRIC
FILE NUMBER:
ROSENDIN ELECTRIC
HARBOR DAY SCHOOL
6/2/2021
POSITION:TPA1N
CLIENT:
MSBLOCATION:
TEST DATE:JOB SITE:
SUB./BOARD:
HARBOR DAY SCHOOLCR#:21E149-B-FR0
LOW VOLTAGE CIRCUIT BREAKER
PAGE:9 of 10
NOTES / RECOMMENDATIONS
Co
m
m
e
n
t
s
De
f
i
c
i
e
n
c
i
e
s
Cr
i
t
i
c
a
l
D
e
f
i
c
i
e
n
c
i
e
s
Tested
By:Witnessed
By:
Reviewed
By:Name Name Name
RECOMMENDATIONS:
*STATUS: A-ACCEPTABLE C-CORRECTED NIS-NOT IN SCOPE NA-NOT APPLICABLE NAC-NOT ACCESSIBLE R-REPAIR, REPLACE, OR ADJUST
ALEXANDER JACKSON
Acceptable
EQUIPMENT DATA
SERIAL NO.:
65 KA @ 250 AMPSSYS. VOLTS
-250
MAX AMPS:CAT./TYPE:250
600MAX VOLTS:SQUARE D
JJA36250U31XYP AIC:
BREAKER TYPE:INSULATED / MOLDED CASE BREAKERPOWER BREAKER
LSIG SETTINGS:
480
L - LONG TIME S - SHORT TIME I - INSTANTANEOUS G - GROUND FAULT
RATING PLUG:
TRIP / SENS. RATING:MFR:
TRIP UNIT TYPE:Solid State
AMPS
PART NUMBER:MICROLOGIC 3.2
BOLTED @SHUNT:NO UVR:NA NA@CONNECT:AUX SWITCHES:-NO
AS FOUND AS LEFT AS FOUNDRANGES AS LEFTRANGES
(175 (AMPS)LT DELAY (LTD)0.5-16 4 4AMPS)17570-250LONG TIME PICKUP (LTPU)
INST. PU (IPU)Plug Sen LTPU AMPS)2,500102,500(AMPS)10 (1.5-12
STATUS
NAMEPLATE VS DRAWINGS
DRAWOUT MECHANISM
EXTERIOR CONDITION
PRIMARY CONNECTIONS
SECONDARY DISCONNECT
MAIN / ARCING CONTACTS
NOTESITEM
SPRING CHARGING MOTOR
INTERLOCKS
SHUNT TRIP / CLOSE
AUXILIARY FEATURES SUCH AS ZSI & ANTIPUMP
LUBRICATION
MECHANISM OPERATION
INDICATORS (CLOSE/OPEN, CHARGE/DISCHARGE)
ITEM
A
NA
A
NAC
NAC
NA
A
NAC
NA
A
NA
A
NA
NA
NOTES
VISUAL & MECHANICAL INSPECTION
ARC CHUTES
STATUS
4522
1
1/5/20222015-64 CONTACT RESISTANCE:1/5/2022 2011-1092006-09 INSULATION RESISTANCE:
RELATIVE HUMIDITY:AMBIENT TEMP.:%°C
2/23/2022
SEC.CURRENT INJECTION:0PRI.CURRENT INJECTION:
TEST EQUIPMENT: ASSET NO. / CALIBRATION DUE DATE
TEST RESULTS
Results UNITS NOTESBYMIN/MAX
TOLERANCE
SECONDARY INJ.CURRENT INJECTION TEST AMPSTEST POINT %
TEST METHOD
PRIMARY INJ.
TESTED @ SETTINGS
0.5
Mfr
Mfr
100 %AMPS
SECONDS
-
-
105
1.5 2.25
120
1.829LONG TIME (LT) DELAY
LONG TIME (LT) PICKUP 119
300
100
%
100
300
AMPS Mfr375-337.5 412.5400INSTANTANEOUS PICKUP 375%100
PHASE ACCURACY
MICROOHMS MILLIVOLTS
@ VDC 9,999
9,999
±50%
9,999
C-CB-B
9,999
A-A
9,999
BREAKER OPEN
B-C
9,999
C-A
9,9999,999
C-GNDB-GNDA-GND
BREAKER CLOSED
CONTACT RESISTANCE
INSULATION RESISTANCE
1,000 NETA
NETA
100
4046
LTPU STPU GFPU
A
118119 118
CB
9,999
A-B
48
MfrMETER INSTANTANEOUS -120105
CORONA DEL MAR, CA 92625ROSENDIN ELECTRIC
FILE NUMBER:
ROSENDIN ELECTRIC
HARBOR DAY SCHOOL
6/2/2021
POSITION:TPA1S
CLIENT:
MSBLOCATION:
TEST DATE:JOB SITE:
SUB./BOARD:
HARBOR DAY SCHOOLCR#:21E149-B-FR0
LOW VOLTAGE CIRCUIT BREAKER
PAGE:10 of 10
NOTES / RECOMMENDATIONS
Co
m
m
e
n
t
s
De
f
i
c
i
e
n
c
i
e
s
Cr
i
t
i
c
a
l
D
e
f
i
c
i
e
n
c
i
e
s
Tested
By:Witnessed
By:
Reviewed
By:Name Name Name
RECOMMENDATIONS:
*STATUS: A-ACCEPTABLE C-CORRECTED NIS-NOT IN SCOPE NA-NOT APPLICABLE NAC-NOT ACCESSIBLE R-REPAIR, REPLACE, OR ADJUST
ALEXANDER JACKSON
Acceptable
EQUIPMENT DATA
SERIAL NO.:
65 KA @ 250 AMPSSYS. VOLTS
-250
MAX AMPS:CAT./TYPE:250
600MAX VOLTS:SQUARE D
JJA36250U31XYP AIC:
BREAKER TYPE:INSULATED / MOLDED CASE BREAKERPOWER BREAKER
LSIG SETTINGS:
480
L - LONG TIME S - SHORT TIME I - INSTANTANEOUS G - GROUND FAULT
RATING PLUG:
TRIP / SENS. RATING:MFR:
TRIP UNIT TYPE:Solid State
AMPS
PART NUMBER:MICROLOGIC 3.2
BOLTED @SHUNT:NO UVR:NA NA@CONNECT:AUX SWITCHES:-NO
AS FOUND AS LEFT AS FOUNDRANGES AS LEFTRANGES
(225 (AMPS)LT DELAY (LTD)0.5-16 4 4AMPS)22570-250LONG TIME PICKUP (LTPU)
INST. PU (IPU)Plug Sen LTPU AMPS)3,000123,000(AMPS)12 (1.5-12
STATUS
NAMEPLATE VS DRAWINGS
DRAWOUT MECHANISM
EXTERIOR CONDITION
PRIMARY CONNECTIONS
SECONDARY DISCONNECT
MAIN / ARCING CONTACTS
NOTESITEM
SPRING CHARGING MOTOR
INTERLOCKS
SHUNT TRIP / CLOSE
AUXILIARY FEATURES SUCH AS ZSI & ANTIPUMP
LUBRICATION
MECHANISM OPERATION
INDICATORS (CLOSE/OPEN, CHARGE/DISCHARGE)
ITEM
A
NA
A
NAC
NAC
NA
A
NAC
NA
A
NA
A
NA
NA
NOTES
VISUAL & MECHANICAL INSPECTION
ARC CHUTES
STATUS
4522
1
1/5/20222015-64 CONTACT RESISTANCE:1/5/2022 2011-1092006-09 INSULATION RESISTANCE:
RELATIVE HUMIDITY:AMBIENT TEMP.:%°C
2/23/2022
SEC.CURRENT INJECTION:0PRI.CURRENT INJECTION:
TEST EQUIPMENT: ASSET NO. / CALIBRATION DUE DATE
TEST RESULTS
Results UNITS NOTESBYMIN/MAX
TOLERANCE
SECONDARY INJ.CURRENT INJECTION TEST AMPSTEST POINT %
TEST METHOD
PRIMARY INJ.
TESTED @ SETTINGS
0.5
Mfr
Mfr
100 %AMPS
SECONDS
-
-
105
1.5 2.25
120
1.753LONG TIME (LT) DELAY
LONG TIME (LT) PICKUP 116
300
100
%
100
300
AMPS Mfr375-337.5 412.5401INSTANTANEOUS PICKUP 375%100
PHASE ACCURACY
MICROOHMS MILLIVOLTS
@ VDC 9,999
9,999
±50%
9,999
C-CB-B
9,999
A-A
9,999
BREAKER OPEN
B-C
9,999
C-A
9,9999,999
C-GNDB-GNDA-GND
BREAKER CLOSED
CONTACT RESISTANCE
INSULATION RESISTANCE
1,000 NETA
NETA
100
4141
LTPU STPU GFPU
A
114116 114
CB
9,999
A-B
44
MfrMETER INSTANTANEOUS -120105
Appendix “A2”
Frequency of Maintenance Testing
APPENDIX B
Frequency of Maintenance Tests
Page 256
ANSI/NETA MTS-2019
NETA recognizes that the ideal maintenance program is reliability-based, unique to each plant and to
each piece of equipment. NETA’s Standards Review Council presents the following time-based
maintenance schedule and matrix.
One should contact a NETA Accredited Company for a reliability-based evaluation.
The following matrix is to be used in conjunction with Appendix B, Inspections and Tests. Application
of the matrix is recognized as a guide only.
Specific condition, criticality, and desired reliability must be determined to correctly apply the matrix.
Application of the matrix, along with the culmination of historical testing data and trending, should
provide a quality electrical preventive maintenance program.
MAINTENANCE FREQUENCY MATRIX
Equipment Condition
Poor Average Good
Eq
u
i
p
m
e
n
t
Re
l
i
a
b
i
l
i
t
y
Re
q
u
i
r
e
m
e
n
t
Low 1.0 2.0 2.5
Medium 0.50 1.0 1.5
High 0.25 0.50 0.75
Page 257
ANSI/NETA MTS-2019
APPENDIX B
Frequency of Maintenance Tests
Inspections and Tests
Frequency in Months
(Multiply These Values by the Factor in the Maintenance Frequency Matrix)
Section Description Visual
Visual &
Mechanical
Visual &
Mechanical &
Electrical
7.1 Switchgear & Switchboard Assemblies 12 12 24
7.2 Transformers
7.2.1.1 Small Dry-Type Transformers 2 12 36
7.2.1.2 Large Dry-Type Transformers 1 12 24
7.2.2 Liquid-Filled Transformers 1 12 24
Sampling – – 12
7.3 Cables
7.3.1 Low-Voltage, Low-Energy – – –
7.3.2 Low-Voltage, 600-Volt Maximum 2 12 36
7.3.3 Medium- and High-Voltage 2 12 36
7.4 Metal-Enclosed Busways 2 12 24
Infrared Only – – 12
7.5 Switches
7.5.1.1 Air, Low-Voltage 2 12 36
7.5.1.2 Air, Medium-Voltage, Metal-Enclosed – 12 24
7.5.1.3 Air, Medium- and High-Voltage Open 1 12 24
7.5.2 Oil, Medium-Voltage 1 12 24
7.5.3 Vacuum, Medium-Voltage 1 12 24
7.5.4 Medium-Voltage, SF6 1 12 24
7.5.5 Cutouts 12 24 24
7.6 Circuit Breakers
7.6.1.1 Air, Insulated-Case/Molded-Case 1 12 36
7.6.1.2 Air, Low-Voltage Power 1 12 36
7.6.1.3 Air, Medium-Voltage 1 12 36
7.6.2 Oil, Medium-Voltage 1 12 36
Sampling – – 12
7.6.2 Oil, High-Voltage 1 12 12
Sampling – – 12
7.6.3 Vacuum, Medium-Voltage 1 12 24
7.6.4 SF6 1 12 12
7.7 Circuit Switchers 1 12 12
7.8 Network Protectors 12 12 24
Page 258
ANSI/NETA MTS-2019
APPENDIX B
Frequency of Maintenance Tests (continued)
Inspections and Tests
Frequency in Months
(Multiply These Values by the Factor in the Maintenance Frequency Matrix)
Section Description Visual
Visual &
Mechanical
Visual &
Mechanical &
Electrical
7.9 Protective Relays
7.9.1 Electromechanical and Solid State 1 12 12
7.9.2 Microprocessor-Based 1 12 12
7.10 Instrument Transformers
7.10.1 Current Transformers 12 12 36
7.10.2 Voltage Transformers 12 12 36
7.10.3 Coupling-Capacitor Transformers 12 12 36
7.11 Metering Devices
7.11.1 Electromechanical and Solid-State 12 12 36
7.11.2 Microprocessor-Based 12 12 36
7.12 Regulating Apparatus
7.12.1.1 Step-Voltage Regulators 1 12 24
Sample Liquid – – 12
7.12.1.2 Induction Regulators 12 12 24
7.12.2 Current Regulators 1 12 24
7.12.3 Load Tap-changers 1 12 24
Sample Liquid – – 12
7.13 Grounding Systems 2 12 24
7.14 Ground-Fault Protection Systems 2 12 12
7.15 Rotating Machinery
7.15.1 AC Induction Motors and Generators 1 12 24
7.15.2 Synchronous Motors and Generators 1 12 24
7.15.3 DC Motors and Generators 1 12 24
7.16 Motor Control
7.16.1.1 Motor Starters, Low-Voltage 2 12 24
7.16.1.2 Motor Starters, Medium-Voltage 2 12 24
7.16.2.1 Motor Control Centers, Low-Voltage 2 12 24
7.16.2.2 Motor Control Centers, Medium-Voltage 2 12 24
7.17 Adjustable-Speed Drive Systems 1 12 24
7.18 Direct-Current Systems
7.18.1 Batteries
7.18.1.1 Flooded Lead-Acid 1 12 12
7.18.1.2 Vented Nickel-Cadmium 1 12 12
7.18.1.3 Valve-Regulated Lead-Acid 1 12 12
7.18.2 Battery Chargers 1 12 12
Page 259
ANSI/NETA MTS-2019
APPENDIX B
Frequency of Maintenance Tests (continued)
Inspections and Tests
Frequency in Months
(Multiply These Values by the Factor in the Maintenance Frequency Matrix)
Section Description Visual
Visual &
Mechanical
Visual &
Mechanical &
Electrical
7.18.3 Rectifiers 1 12 24
7.19 Surge Arresters
7.19.1 Low-Voltage Surge Protection Devices 2 12 24
7.19.2 Medium- and High-Voltage Surge Protection
Devices 2 12 24
7.20 Capacitors and Reactors
7.20.1 Capacitors 1 12 12
7.20.2 Capacitor Control Devices 1 12 12
7.20.3.1 Reactors, (Shunt and Current-Limiting) Dry-
Type 2 12 24
7.20.3.2 Reactors, (Shunt and Current-Limiting) Liquid-
Filled 1 12 24
Sampling – – 12
7.21 Outdoor Bus Structures 1 12 36
7.22 Emergency Systems
7.22.1 Engine Generator 1 2 12
Functional Testing – – 2
7.22.2 Uninterruptible Power Systems 1 12 12
Functional Testing – – 2
7.22.3 Automatic Transfer Switches 1 12 12
Functional Testing – – 2
7.23 Communications - Reserved
7.24 Automatic Circuit Reclosers and Line Sectionalizers
7.24.1 Automatic Circuit Reclosers, Oil/Vacuum 1 12 24
Sample – – 12
7.24.2 Automatic Line Sectionalizers, Oil 1 12 24
Sample – – 12
9. Thermographic Survey – 12 –
10. Electromagnetic Field Survey – As Needed – – –
11. Online Partial Discharge Survey for Switchgear – – 12
Page 260
ANSI/NETA MTS-2019
APPENDIX C
Frequency of Power System Studies
Frequency Matrix
Circumstance
One-Line
Diagram
Update
Short-
circuit
Study
Coordination
Study
Incident
Energy
Analysis
Load Flow
Study
New installation or system
modification X X X X X
Annual data verification X X X X X
Change in utility or source X X X X X
Change in system impedance,
configuration, or loading1 X X X
Change in protection devices
or settings X X X X
5 years since last update X X X
Notes:
1. Examples of changes: switch between delta and wye, solidly-grounded to resistance-grounded,
kVA change, impedance, conductor length or size, adding motors, replacing motors with high-
efficiency motors, change in horsepower, adding or removing power-factor correction capacitors.