COMPLETE REVISION

September 2013

Process Industry Practices

Electrical

PIP ELSSG04
Automatic Transfer Systems for
Secondary Selective Substations

COMPLETE REVISION
September 2013

PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES

In an effort to minimize the cost of process industry facilities, this Practice has
been prepared from the technical requirements in the existing standards of major
industrial users, contractors, or standards organizations. By harmonizing these technical
requirements into a single set of Practices, administrative, application, and engineering
costs to both the purchaser and the manufacturer should be reduced. While this Practice
is expected to incorporate the majority of requirements of most users, individual
applications may involve requirements that will be appended to and take precedence
over this Practice. Determinations concerning fitness for purpose and particular matters
or application of the Practice to particular project or engineering situations should not
be made solely on information contained in these materials. The use of trade names
from time to time should not be viewed as an expression of preference but rather
recognized as normal usage in the trade. Other brands having the same specifications
are equally correct and may be substituted for those named. All Practices or guidelines
are intended to be consistent with applicable laws and regulations including OSHA
requirements. To the extent these Practices or guidelines should conflict with OSHA or
other applicable laws or regulations, such laws or regulations must be followed.
Consult an appropriate professional before applying or acting on any material
contained in or suggested by the Practice.
ThisPracticeissubjecttorevisionatanytime.
Process Industry Practices (PIP), Construction Industry Institute, The University of
Texas at Austin, 3925 West Braker Lane (R4500), Austin, Texas 78759. PIP Member
Companies and Subscribers may copy this Practice for their internal use. Changes or
modifications of any kind are not permitted within any PIP Practice without the express
written authorization of PIP. Authorized Users may attach addenda or overlays to clearly
indicate modifications or exceptions to specific sections of PIP Practices. Authorized
Users may provide their clients, suppliers and contractors with copies of the Practice
solely for Authorized Users purposes. These purposes include but are not limited to the
procurement process (e.g., as attachments to requests for quotation/ purchase orders or
requests for proposals/contracts) and preparation and issue of design engineering
deliverables for use on a specific project by Authorized Users client. PIPs copyright
notices must be clearly indicated and unequivocally incorporated in documents where an
Authorized User desires to provide any third party with copies of the Practice.

PUBLISHING HISTORY
September 2008
September 2013

Issued
Complete Revision

Not printed with State funds

COMPLETE REVISION
September 2013

Process Industry Practices

Electrical

PIP ELSSG04
Automatic Transfer Systems for
Secondary Selective Substations
Table of Contents
1. Introduction......................................................................................................2
1.1 Purpose............................................................................................................................ 2
1.2 Scope............................................................................................................................... 2

2. References.......................................................................................................2
2.1 Process Industry Practices............................................................................................... 2
2.2 Institute of Electrical and Electronics Engineers (IEEE)...................................................2

3. Definitions........................................................................................................2
4. Requirements...................................................................................................3
4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9
4.10
4.11
4.12
4.13
4.14

General............................................................................................................................. 3
Operational Interlocks....................................................................................................... 4
Manual Operation............................................................................................................. 6
Automatic Operation......................................................................................................... 6
System Security................................................................................................................ 7
Double Tie-Breaker Construction......................................................................................7
Arrangement of Controls.................................................................................................. 8
Alarms and Indication....................................................................................................... 8
Example Diagrams........................................................................................................... 9
Nameplates.................................................................................................................... 13
Inspection and Testing.................................................................................................... 14
Documentation............................................................................................................... 15
Shipment........................................................................................................................ 16
Conflict Resolution.......................................................................................................... 16

Process Industry Practices

Page 1 of 16

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

1.

COMPLETE REVISION
September 2013

Introduction
1.1

Purpose
This Practice provides requirements for automatic transfer systems for two-source
secondary selective substations.

1.2

Scope
This Practice describes minimum requirements for design, performance, inspection,
testing, and documentation, for delayed transfer automatic transfer systems (ATS) for
two-source secondary selective substations. ATS provides automatic restoration of bus
voltage upon loss of one of the sources. This Practice also covers remote monitoring and
control requirements. This Practice does not cover fast transfer or delayed in-phase
transfer systems.

2.

References
Applicable parts of the following Practices, industry codes and standards, and references shall be
considered an integral part of this Practice. The edition in effect on the date of contract award
shall be used, except as otherwise noted. Short titles are used herein where appropriate.
2.1

Process Industry Practices (PIP)

PIP ELSSG01 - Design and Fabrication of Low Voltage Metal-Enclosed AC Power
Circuit Breaker Switchgear
PIP ELSSG02 - Design and Fabrication of Medium Voltage Metal-Clad Switchgear
above 1000 V to 38 kV
PIP ELSSG04D - Data Sheet for Automatic Transfer Systems for Secondary Selective
Substations

2.2

Institute of Electrical and Electronics Engineers (IEEE)

IEEE Std C37.2-2008 - IEEE Standard for Electrical Power System Device Function
Numbers, Acronyms, and Contact Designations

3.

Definitions
closed transition transfer: A transfer system designed such that both sources of the secondary
selective system are connected at the same time during power transfer. This results in the
temporary paralleling of sources, and prevents a bus from being de-energized while switching
sources. Also known as make-before-break operation.
delayed in-phase transfer: Type of open transition transfer system typically used when a fast
transfer attempt fails (i.e., after approximately 10 cycles). The system waits for the next in-phase
event to transfer (i.e., typically within 20 cycles).
delayed transfer: Type of open transition transfer system designed to wait for a predetermined time
(i.e., typically greater than 20 cycles) or decay of bus voltage to a predetermined level after a bus
power source is removed before connecting the bus to another source. This type of transfer is not

Process Industry Practices

Page 2 of 16

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

COMPLETE REVISION
September 2013

intended to maintain process continuity; certain motor driven loads may necessitate restart of the
motors on the bus. Also known as slow or long time transfer.
fast transfer: Type of open transition transfer system designed to prevent paralleling of both
sources, but minimize the time to reclose and restore power (i.e., typically less than 10 cycles)
open transition transfer: A transfer system designed such that one main breaker of the secondary
selective system is opened before the tie breaker closes, thereby permitting a bus to be deenergized during the switching process. Also known as break-before-make operation.
owner: The party who owns the facility wherein the automatic transfer system equipment will be
used
purchaser: The party who awards the contract to the supplier. The purchaser may be the owner or
the owners authorized agent.
secondary selective substation: A distribution system with two radial systems with a normally
open secondary tie breaker or double tie breaker between them. The tie may be a cable between
an extra breaker on each bus of two distant stations or a tie breaker between the buses of two
stations located close together.
supplier: The party responsible for manufacturing, furnishing and/or installing the automatic
transfer system equipment
system faults: Phase and ground faults where referenced in this Practice

4.

Requirements
4.1

General
4.1.1

Unless otherwise specified on purchasers PIP ELSSG04D Data Sheet, the ATS
component materials, wiring, and nameplate requirements shall be in accordance
with this Practice and the switchgear Practices PIP ELSSG01 or PIP ELSSG02.

4.1.2

The ATS architecture shall be based on multifunctional devices IEEE Std C37.22008 device number 11 (MFR), or a programmable logic controller (PLC)
supported scheme as specified on the purchasers PIP ELSSG04D Data Sheet.
This Practice is not intended for implementation with hardwired systems.

4.1.3

Where this Practice references a control switch associated with the ATS, the
control switch functionality may be part of an MFR or PLC if the same degree of
control capabilities is provided. Final implementation of control switches shall be
agreed with owner before start of fabrication.

4.1.4

If an MFR is provided for both protection and control functions, the protection
and control configurations should be developed concurrently to avoid creating
two configuration files with the capability of one to overwrite the other.

4.1.5

MFR or PLC shall have an internal self check fault analysis system that verifies
the software and hardware integrity of the device itself. A common, fail-safe
alarm shall be provided to indicate a system failure for remote indication.

4.1.6

For normal conditions, secondary-selective system switchgear shall operate with

the bus-tie circuit breaker (see 52T in Figure 1) open and both main breakers (see

Process Industry Practices

Page 3 of 16

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

COMPLETE REVISION
September 2013

52A and 52B in Figure 1) closed. Unless otherwise specified on purchasers PIP
ELSSG04D Data Sheet, device 52T operation in this Practice shall include double
tie-breakers as a sub-system. See Section 4.6.
4.1.7

The ATS shall be designed with both manual and automatic modes of operation
in accordance with Sections 4.3 and 4.4, respectively.

4.1.8

A separate and individually protected DC or redundant UPS AC control power

circuit shall be provided to each incoming and bus-tie circuit breaker.

4.1.9

MFR and PLC control power shall be provided by separate and individually
protected DC or redundant UPS AC control power circuits.

4.1.10 A detailed control and testing procedures shall be developed and submitted for
owner approval before equipment manufacturing for new systems or before
implementation on existing systems.
4.1.11 Design of the controls shall be logical and clearly labeled.
4.1.12 If indicated on the contract drawings or purchasers PIP ELSSG04D Data Sheet,
a mimic diagram shall be provided on the front of the ATS equipment.
4.1.13 Event recording (i.e., historian) functionality shall be provided to facilitate
analysis of system operation including failure of the ATS.
4.2

Operational Interlocks
4.2.1

Manual opening of an incoming line circuit breaker of the switchgear by means

of the mechanical trip or breaker control switch shall not initiate the automatic
closure of the bus-tie circuit breaker.

4.2.2

If the ATS Not Ready alarm is activated, the ATS system shall be disabled. See
Section 4.8.3.

4.2.3

Synchronism check function shall interlock the manual transfer operation to:
a. Prevent manual closed transition (i.e., parallel) operation if the sources are
not synchronized
b. Permit breaker closure by control switch if any two breakers are open
Comment: If an additional power source is connected to a bus (e.g.,
connection to a generation source such as a stand-by generator),
additional functionality may be required.

4.2.4

To prevent mis-operation of the ATS because of an under-voltage condition

caused by a short circuit within a bus zone, over-current protection devices for
both main breakers shall include instantaneous over-current function independent
from other functions. The instantaneous function on these protection devices
shall block the ATS from automatic transfer until one of the following:
a. Manually reset.
b. Bus voltage recovers to 85% or greater of normal operating voltage and the
fault current flow has stopped.
c. Other alternate schemes for over-current protection if approved in writing by
owner before start of manufacturing.

Process Industry Practices

Page 4 of 16

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

COMPLETE REVISION
September 2013

4.2.5

System faults that are not cleared by out-going secondary circuit protective
devices shall open the incoming breaker (see 52-A or 52-B in Figure 1). The tie
breaker shall remain open and the ATS shall be automatically locked out.

4.2.6

If a differential device (e.g., 87B, 87T, 87G) detects a fault, the following shall
occur:
a. The ATS shall be blocked from operation.
b. The automatic reset shall not be used.
c. If a transformer differential interlock is specified on purchasers
PIP ELSSG04D Data Sheet, the ATS shall be blocked if a transformer
differential is initiated.
Comment:

Transformer differential interlock should be used when one of

the CTs is on the load side of the main breaker. In this case the
differential may detect a fault on a part of the bus.

4.2.7

For high resistance grounded systems, automatic and manual transfer or

retransfer shall be prevented if a system fault is detected on both buses.

4.2.8

Potential voltage transformer fuse failure (VTFF) interlocks or other loss of

potential voltage indication shall be provided to prevent false operation of the
automatic transfer.

4.2.9

For a closed transition operation (see Section 4.3), an interlock with the
following characteristics shall be provided:
a. The time duration of the parallel condition shall be the shortest duration
possible. The duration can be instantaneous (e.g., by monitoring the position
of the breaker status contacts); however, if a time delay is required, a delay
no greater than 2 seconds shall be implemented, unless otherwise specified
on purchasers PIP ELSSG04D Data Sheet.
b. Failure of any one control device (e.g., PLC, MFR, etc) shall not disable the
interlock.
c. The interlock shall only be implemented if all three breakers are fully
inserted in the operating position.

4.2.10 The system configuration shall permit removal and/or testing of an MFR or PLC
without initiating an automatic transfer operation.
4.2.11 Closing of the tie breaker during an automatic operation shall be blocked by one
or both of the following interlocks:
a. A residual voltage interlock reading the bus voltage.
Comment: Once the respective bus main breaker opens, the interlock keeps
the tie breaker from closing until the bus voltage decays to a
predetermined level, typically 0.25 pu voltage.
b. A timer that provides a delay after the main breaker opens.
Comment: In certain applications (e.g., large motors with capacitors) the
timer may need to be set to a relatively long time.

Process Industry Practices

Page 5 of 16

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

COMPLETE REVISION
September 2013

4.2.12 Typically both interlocks described in Section 4.2.11 must be cleared to close the
tie breaker. However, if specified on purchasers PIP ELSSG04D Data Sheet, the
logic may be changed to either of the two interlocks being cleared to close the tie
breaker. See section 4.4 and Figure 3.
4.2.13 The ATS system shall be disabled if either of the main breakers fails to open on
command or the tie breaker fails to open on command, see Figures 3 and 4.
4.3

Manual Operation
4.3.1

Unless otherwise specified on purchasers PIP ELSSG04D Data Sheet, an

automatic/manual selector switch shall be provided.

4.3.2

Manual operation shall permit switching of the substation breakers in either an

open or closed transition mode.

4.3.3

For an open transition operation, the ATS shall permit dead-bus closing of the
main breakers; however, interlocks related to fault detection shall remain
operational.

4.3.4

For a closed transition operation, the ATS interlocks shall be in service except for
the residual voltage interlock and transfer timer.

4.3.5

Execution of the closed transition requires one of the breakers to be opened after
the system is paralleled. Therefore, the ATS shall include a breaker selector
switch with the following capabilities:
a. Controls to open the selected breaker once the system is paralleled in
accordance with Section 4.2.9.
b. Controls to prevent reclosing of the selected breaker.
c. Only operational if the system is being manually operated.

4.3.6

Except for the case in Section 4.3.7, manual open transition operation shall be
permitted without the automatic operation components. Therefore the following
shall apply:
a. A failure of the PLC shall not prevent manual and safe operation of the
switchgear.
b. Failure of an MFR used for the dual purpose of protection and control shall
not cause loss of manual transfer control.

4.4

4.3.7

Failure of a PLC or MFR while protecting, or executing an interlock for, a

specific breaker shall result in a block close of that breaker.

4.3.8

An instruction nameplate shall be provided that shows step-by-step instructions

to initiate manual transfer operations.

Automatic Operation
4.4.1

Process Industry Practices

Automatic transfer shall only be permitted if the selector switch is in the

automatic mode and the system is in normal configuration (i.e., all breakers
inserted in operating position with main breakers closed and the tie breaker
open).

Page 6 of 16

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

4.4.2

COMPLETE REVISION
September 2013

Loss of voltage for a predetermined period of time on either incoming Circuit A

or Circuit B (see Figure 1) shall be managed as follows:
a. Incoming breaker 52A or 52B, respectively, shall open and, if interlocks
permit, the tie-breaker 52T shall close.
b. An adjustable time delay from 0 to 10 seconds shall be provided to delay
initiation of the ATS upon detection of the loss of voltage on only one of the
two incoming circuits.

4.5

4.6

4.4.3

If voltage on both Circuit A and Circuit B is lost, incoming breakers 52A and 52B
shall remain closed and tie-breaker 52T shall remain open.

4.4.4

If voltage of Circuit A is lost, the main breaker shall open after a predetermined
time; however, the ATS shall block the tie breaker from closing if the voltage on
Circuit B is below acceptable levels. Likewise, transfer from Circuit B to A shall
be blocked in the same manner.

4.4.5

The tie breaker shall remain open if either incoming breaker (52A or 52B) is
opened by its protective device or control switch.

4.4.6

Unless otherwise specified on purchasers PIP ELSSG04D Data Sheet, after an

automatic operation, the switchgear shall be manually restored to the normal
operational position.

System Security
4.5.1

System devices that execute control of the system shall be provided with security
measures to avoid inadvertent or malicious tampering as specified on purchasers
PIP ELSSG04D Data Sheet (e.g., MFRs / PLCs may have the capability of
password or key-switch protection).

4.5.2

Systems interconnected outside the substation (e.g., connections to plant

computer networks) shall be capable of blocking unauthorized external control.

4.5.3

System security shall be reviewed with owner and shall be consistent with
existing security procedures.

Double Tie-Breaker Construction

4.6.1

If double tie breakers are provided, the operation of the tie breaker system shall
be in accordance with this Practice.

4.6.2

One tie breaker shall be designated as the automatically controlled tie breaker.
The other tie breaker shall be manually operated only.

4.6.3

The ATS shall control the automatically operated tie breaker only.

4.6.4

Tie breakers shall be interlocked such that the automatically operated tie breaker
can only be closed once the manually operated tie breaker is closed. Execution of
this interlock shall only be permitted if both breakers are fully connected.

4.6.5

For normal operation, the automatically controlled tie breaker shall normally be
open, and the manually controlled tie breaker shall normally be closed.

4.6.6

Both tie breakers shall be tripped by operation of the protection system.

Process Industry Practices

Page 7 of 16

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

4.7

COMPLETE REVISION
September 2013

Arrangement of Controls
4.7.1

ATS controls shall be arranged in an understandable manner that displays the

physical arrangement of the switchgear and provides all measurements and
indications required to operate the system.

4.7.2

Centralized ATS controls shall be arranged such that an operator can maintain
sight of all critical indications and measurements while operating the system. The
following capabilities shall be provided:
a. All measurements, indications and control devices can be interpreted and
operated while an operator stays in place.
b. Unless otherwise specified on purchasers PIP ELSSG04D Data Sheet, the
height and configuration of controls shall be between 48 inches (122 cm) and
60 inches (152 cm). Indications and measurements shall not be located
greater than 78 inches (198 cm) above grade.

4.7.3

Mimic diagrams, controls, indications and measurements shall be integrated to

provide a complete system.

4.7.4

As a minimum, the following voltage indications shall be provided:

a. Line voltage on each source
b. Bus voltage on each bus

4.7.5

As a minimum, the following controls shall be provided:

a. Breaker control switches for each main and tie breaker
b. Breaker-to-trip selector switch
c. Unless otherwise specified on purchasers PIP ELSSG04D Data Sheet,
automatic/manual selector switch

4.7.6

4.8

If specified on purchasers PIP ELSSG04D Data Sheet, the ATS operator

controls, voltage indications and control indicator lights shall be provided on a
remote mimic/control panel.

Alarms and Indication

4.8.1

As a minimum, the following control indicator lights shall be provided near the
ATS control switches/panel:
a. ATS Ready to Transfer
b. Unless otherwise specified on purchasers PIP ELSSG04D Data Sheet,
Sources In Sync indication for each breaker
c. Open and close breaker position for each main and tie breaker

4.8.2

As a minimum, the following alarms for remote indication shall be provided with
the ATS.
a. ATS Not Ready, see 4.8.3.
b. Abnormal System Configuration, initiated if the system is not in the normal
configuration with both mains closed and the tie breaker open, and if any of
the main and tie breakers are not fully installed in the connected position
c. ATS Failure, from MFR or PLC self-check system

Process Industry Practices

Page 8 of 16

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

COMPLETE REVISION
September 2013

d. DC or redundant UPS AC Control Power Supply Failure, from individual

breaker control schemes or control device power supply
4.8.3

ATS Not Ready alarm shall be initiated and the ATS Ready to Transfer indication
shall go out if any of the following events occurs:
a. Alternate source voltage not available (i.e., outside acceptable range or
sources not in synchronism)
b. Fault detected (i.e., system blocked by time-overcurrent or differential
device)
c. Control device failure (e.g., MFR, PLC)
d. DC or redundant UPS AC power supply failure
e. If specified on purchasers PIP ELSSG04D Data Sheet Loss of Line potential
transformer (PT) alarm
f.

Main breaker open or not connected

g. Tie breaker closed or not connected

4.9

4.8.4

A form c alarm contact shall be provided for annunciating each of the alarm
conditions listed in Section 4.8.2 to owners alarm-monitoring system. Unless
otherwise specified on purchasers PIP ELSSG04D Data Sheet, alarm contacts
shall have a minimum rating of 2A at 120VAC and 125VDC.

4.8.5

The ATS shall have communications options capabilities as specified on

purchasers PIP ELSSG04D Data Sheet.

Example Diagrams
4.9.1

Process Industry Practices

One-Line Diagram
4.9.1.1

A simplified one-line diagram is shown in Figure 1.

4.9.1.2

Implementation using PLC or certain MFR can cause differences in

system configurations.

4.9.1.3

Detailed one-line diagrams should show more complete and

implementation-specific information.

Page 9 of 16

COMPLETE REVISION

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

Breakers shown in normal position

CIRCUIT A

September 2013

CIRCUIT B

Communications
Sense line UV,
initiate transfer to
B, block transfer
from B, sync
check.

Sense line UV,

initiate transfer to
A, block transfer
from A, sync
check.

MFR

MFR

52B

52A
MFR

N.C.

N.C.

52T
N.O.

BUS A
Sense bus residual
voltage, block
transfer, sync check.

BUS B

IF REQUIRED

Figure 1. Example of One-Line Diagram

4.9.2

Process Industry Practices

Block Diagrams
4.9.2.1

Figure 2 shows a legend of the symbols used in the example block

diagrams.

4.9.2.2

The block diagrams in Figures 3 and 4 show general configurations of

the ATS function. All possible ATS configurations are not shown in
these block diagrams.

4.9.2.3

Detailed configurations shall be agreed and approved by the owner.

Page 10 of 16

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

COMPLETE REVISION
September 2013

Figure 2. Legend for Block Diagrams

Process Industry Practices

Page 11 of 16

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

COMPLETE REVISION
September 2013

Figure 3. Example Block Diagram Automatic Transfer Basic Logic

Process Industry Practices

Page 12 of 16

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

COMPLETE REVISION
September 2013

Figure 4. Example Block Diagram Manual Transfer Basic Logic

4.10

Nameplates
4.10.1 Nameplates shall be provided in accordance with this Practice and the
requirements in the switchgear Practices PIP ELSSG01 or PIP ELSSG02
referenced on purchasers PIP ELSSG04D Data Sheet.
4.10.2 Permanent engraved lamicoid nameplates shall be provided identifying the
control devices, voltage indications and control indicator lights of the ATS.
4.10.3 Stand-alone ATS panels shall include a stainless steel nameplate identifying the
manufacturer, year of manufacture, and shop order number.

Process Industry Practices

Page 13 of 16

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

COMPLETE REVISION
September 2013

4.10.4 If a mimic diagram is specified on the purchasers PIP ELSSG04D Data Sheet,
the diagram shall be provided as follows:
a. As a minimum, the diagram shall show the configuration of the system,
buswork, circuit breakers, supply sources, load designations, voltage
transformers, and current transformers.
b. Breaker control switches shall be beside the breaker symbol.
c. Devices shall be labeled using engraved lamicoid.
d. The mimic buswork and components shall be attached with stainless steel
screws.
4.11

Inspection and Testing

4.11.1 Inspection and testing shall be performed in accordance with this Practice and the
requirements in the switchgear Practices PIP ELSSG01 or PIP ELSSG02
referenced on the purchasers PIP ELSSG04D Data Sheet.
4.11.2 Components of the ATS shall be tested in accordance with specific component
requirements.
4.11.3 The ATS shall be functionally tested to prove the required operation sequences,
interlocks and adequacy of control arrangement.
4.11.4 Functional tests shall include automatic operation and re-transfer to normal plus
manual operation and re-transfer to normal.
4.11.5 If the ATS controls form part of the switchgear assembly, the switchgear shall be
electrically and mechanically assembled into one single line-up before final
testing.
4.11.6 If the ATS controls are remote from the switchgear, the controls may be tested
separately from the switchgear. The test setup shall clearly represent and properly
simulate all elements not on the control panel including the burden on remote
devices.
4.11.7 The functional test procedure shall be provided to the purchaser for approval
before final testing.
4.11.8 The purchaser shall be notified two weeks in advance of testing. If witness
testing has been specified on purchasers PIP ELSSG04D Data Sheet, the
notification shall be provided only after the suppliers pre-witness tests have been
completed. Notification of witness testing shall include a list of tests and
acceptable range of values.
4.11.9 A copy of the installation, operating and maintenance instruction book, including
protective relay instructions, shall be on the test floor at time of purchasers
witness testing of equipment. A complete unmarked set of final full size drawings
shall be available for use by purchasers inspector at time of witness testing.
4.11.10 The purchaser or the purchasers representative reserves the right to inspect and
observe the tests at the suppliers shop.

Process Industry Practices

Page 14 of 16

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

4.12

COMPLETE REVISION
September 2013

Documentation
4.12.1 Documentation Content
4.12.1.1

Unless otherwise specified on purchasers PIP ELSSG04D Data

Sheet, block diagrams, logic diagrams, and schematics shall be
provided.

4.12.1.2

Logic scheme drawings shall include the following information as a

minimum:
a. Complete logic having all elements identified with unique
numbers.
b. Hardware identified with item numbers corresponding to bill of
materials.
c. Contact position of all devices (i.e., hardware and software) in
shelf (i.e., normally de-energized) position.
d. Definitions table of all hardware and virtual devices, variables,
inputs and outputs.
e. Cross-reference to bill of materials and other drawings

4.12.1.3

All control programs (e.g., MFR settings, MFR or PLC logic, etc.)
shall be provided to owner.

4.12.1.4

Any other software required to program or communicate with devices

that are part of the ATS shall be provided to owner.

4.12.2 Drawing and Data Requirements

4.12.2.1 One reproducible set of drawings shall be provided plus the specified
number of copies of all documentation and operating manuals as
specified on purchasers PIP ELSSG04D Data Sheet.
4.12.2.2 Unless otherwise specified on purchasers PIP ELSSG04D Data Sheet,
format for reproducible drawings shall be CAD convertible .DWG
electronic format.
4.12.2.3 Format for operating manuals shall be PDF.
4.12.2.4 Device software shall be provided in native format on CD or DVDROM disks.
4.12.2.5 Drawings and data requirements shall be as shown in Table 1.

Process Industry Practices

Page 15 of 16

COMPLETE REVISION

PIP ELSSG04
Automatic Transfer Systems for Secondary Selective Substations

September 2013

Table 1. Documentation Requirements

A
With
Bid

B
For
Review
X

C
Final
Certified
X

D
As
Built
X

X
X
X

X
X

X
X
X

Description
Bill of materials giving schematic identification,
quantity, make, rating, model, and manufacturer of
component
Extended warranty information
Proposed layout of equipment, showing estimated
dimensions and weights
Equipment drawings, showing floor plans, front
view elevations, relay and control device panel
layouts, typical sectional views. Drawings shall
show all locations of all equipment and devices.
Installation drawings, showing dimensions and
weights of all shipping sections and location and
type of all interconnections between shipping
splits
Connection wiring diagrams for all electrical
equipment
Logic scheme documents
Certified Test Reports
Installation, Operation, and Maintenance Manual
Complete parts list
Recommended priced spare parts list
Device software

Notes:
A. These documents shall be provided with proposal.
B. These documents shall be provided for purchasers review and authorization to proceed before
fabrication.
C. These documents shall be provided as part of the final certified document submittal.
D. As-built documents shall be provided within 2 weeks following shipment.

4.13

Shipment
Preparations for shipment shall be in accordance with the requirements in the switchgear
Practices PIP ELSSG01 or PIP ELSSG02 referenced on purchasers PIP ELSSG04D Data
Sheet.

4.14

Conflict Resolution
Any conflicts between the referenced documents shall be identified in writing to the
purchaser for resolution. If resolving conflicts, the following order of precedence shall
apply:

Purchase Order

One-line diagram and associated documents

PIP ELSSG04D Data Sheet

This Practice, PIP ELSSG04

Process Industry Practices

Page 16 of 16