transmission planning and operations conference …...implementing suas (drones) into a...

Denver Marriott South at Park MeadowsLone Tree, CO

March 14-15, 2018

Transmission Planning and Operations Conference & Roundtable

Instructed by:Eric Gupta, Program Manager, Grid Visibility and Control, Xcel Energy

John Lauletta, CEO/CTO, Exacter Ken Booth, Sr. Facility Design Manager, HDR

Douglas Brown, Reliability Compliance Manager, Western Area Power Administration Oralndo Reyes, Technical Writer, Power System Operations, Western Area Power Administration

Chris Overman, Director of Safety and Human Performance, Nebraska Public Power DistrictVincent Herrera, Manager, South Texas Engineering, Texas New Mexico Power

Dusty Birge, Owner, UAV Recon Jason Kack, VP, Project Delivery, DataSight, Inc.

James Oliver, VP, Technology, DataSight, Inc. Jonathan Marmillo, Business Development Manager, Genscape

WiFi InformationNetwork: Marriott_ConferencePassword: RMEL2018

RMEL ~ 6855 S. Havana, Ste 430 ~ Centennial, CO 80112 ~ (303) 865-5544 ~ FAX: (303) 865-5548 ~ www.RMEL.org

CONFERENCE PROGRAMWednesday,

March 14, 20188:00-8:30 a.m. Welcome and Introductions

8:30-9:15 a.m. The Advanced Grid: Xcel Energy’s PerspectiveEric Gupta, Program Manager: Grid Visibility and Control, Xcel EnergyOver the past 10 years, Xcel Energy has partnered with many of its stakeholders and regulators to pilot various aspects of Advanced Grid technologies, and in 2016 reached the point where it began to bring many of those ideas to light on a large scale and filed a request with its Colorado regulators for deployment of more than $500M of new capital investment on its Distribution grid. This pre-sentation will describe Xcel’s focus on Advanced Grid technologies, the approved projects being deployed in Colorado, and the plan for Xcel’s other operating com-panies in the future.

9:15-10:00 a.m. Transmission Tower Monitoring - Grid Sensor Initiative John Lauletta, CEO/CTO, ExacterThe IIoT Grid Sensor Initia-tive drives research, devel-opment, commercialization, and manufacturing of a new smart sensor platform designed for grid outage mitigation. 10 individual sensor functions are being developed for transmission, distribution and under-ground applications. Sensors will have the ability to communicate and integrate with one another in single or separate sensor packages.

The group has received grant funding in excess of $3 million dollars which is coupled with investments from utilities and commercial interests. The University of Akron and technology manu-facturer, Exacter, Inc. of Co-lumbus, OH are leading the development and collabora-tion between utility industry executives, researchers, commercialization special-ists, and manufacturers.

This presentation will intro-duce the Transmission Tower Monitor Sensor project, review the goals and objec-tives of the project, describe how utilities can participate in field trials and evaluations, and establish the plans to monitor large portions of the grid to improve overall grid maintenance and operations.

10:00-10:15 a.m. Networking Break

10:15-11:00 a.m. Where do I Begin? Designing Your Facility On-Time and Under BudgetKen Booth, Senior Facility Design Manager, HDRWhat are the steps to plan-ning and designing a new Operations and Maintenance Facility? An overview of important planning steps to estimate the size of the site, buildings and establishing a budget for a new facility.

11:00-11:45 a.m. Recent and Near Future NERC StandardsDouglas Brown, Reliability Compliance Manager, Western Area Power AdministrationThis presentation will discuss newer NERC Standard Requirements, potential impact to the industry, what was driving the standards

development, challenges, and things we can do as an industry to improve our situation.

11:45 a.m. - 1:00 p.m.Networking Lunch

1:00-2:00 p.m.Panel: Managing Accountable Outages and Lessons Learned Panelists will discuss how their utilities address this type of event:1. Are accountable outages tracked and if so, what crite-ria is used for determining if it was “accountable”.2. Are they sub-categorized to determine root cause (i.e. design, maintenance, opera-tions), and who determines the root cause (Operations or a standing committee that includes Maintenance and Engineering?).3. Is there a threshold measure for determining the level of investigative report-ing that needs to take place following an accountable outage?4. What measures have utilities put in place to improve their accountable outage record? Have they been successful?

Accountable Outage Program at Western Area Power Administration’s Rocky Mountain RegionPanelist #1: Orlando Reyes, Technical Writer, Power System Operations, Western Area Power AdministrationAn explanation will be provided on how account-able outages are currently defined and processed at WAPA’s Rocky Mountain Region. Since the incep-tion of this program in 2007, additional knowl-edge and tools have been

enhanced throughout vari-ous experiences. As such, this discussion will also include ideas on improv-ing WAPA’s accountable outage process in order to gain more efficient and effective impacts.

Accountable Outages at NPPDPanelist #2: Chris Overman, Director of Safety and Human Performance, Nebraska Public Power DistrictChris will be available as a panel member to describe and illustrate his experiences and some of NPPDs’ lessons-learned as they relate to increasing reliability in Transmission system operations. Topics of interest may include the design and implementa-tion of layers of defenses designed to anticipate, prevent, catch and recover from human errors to minimize disruptions and damages. Also available will be descriptions and if needed illustrations of processes and metrics used to track, trend evalu-ate and focus corrective attention on preventable human errors that lead to consequential outages.

2:00-2:45 p.m.Hurricane Harvey – Lessons LearnedVincent Herrera, Manager, South Texas Engineering, Texas New Mexico PowerThis presentation will cover:

•Differences between Hur-ricane Harvey and Hurricane Ike•Emergency Operation Plan•Logistics•Basic Needs –Lodging –Meals•Fuel

TraNsmissiON PLaNNiNg aND OPEraTiONs CONFErENCE

Planning and Project Management Best Practices for Operations, Reliability and Regulatory Compliance Issues

•Outside resources•accessibility/inaccessibility•material•storm management•meeting City and Public needs caused by flood waters•meeting Employee needs caused by flood waters

2:45-3:00 p.m. Networking Break

3:00-4:30 p.m. Transmission Vital Issues RoundtableBring roundtable topics for discussion and/or send topics ahead of time to [email protected]. Roundtables offer a unique forum for peer-to-peer shar-ing of experiences, critical issues and expertise. The roundtable is a discussion group, open only to rmEL members. Discussion is based on topics brought by attendees. Roundtables are focused on the open discus-sion period and provide each attendee the oppor-tunity for participation and dialogue on their particular issue. Roundtables are held in conjunction with a conference and many topics presented at the conference are discussed further in the roundtable setting. The roundtable is a good oppor-tunity to share experiences, troubleshoot problems and network with peers in a smaller, informal setting. Each participant is offered a chance to pose questions and share information. All attendees are encouraged to bring issues for discussion and materials for sharing.

Thank You RMEL Transmission Committee

CHAIRAngela Piner

VPHDR, Inc.

VICE CHAIRAna Bustamante

Director, T&D EngineeringUNS Energy Corporation

Scott BayerDirector, Transmission &

Substation Engineering and Construction Austin Energy

Jedd FischerSr. Project Manager

Nebraska Public Power District

Chad KinsleyElectric T&D Engineering

ManagerBlack Hills Corporation

Chris KochManager, Substation

EngineeringKansas City Power & Light

Keith NixVP, Technical Services and

System ReliabilityTexas New Mexico Power

Mike PfeisterManager of Scheduling &

Reliability ServicesSRP

John QuintanaTransmission Asset

Maintenance ManagerWestern Area Power

Administration

Thursday, March 15, 2018

8:00-8:45 a.m. Unmanned Aircraft Transmission Line Maintenance TechnologyDusty Birge, Owner, UAV ReconDrones are everywhere…what is concept vs practical with current UAS technology? This educational presenta-tion will include discussion focused examples illustrating aerial pole inspections, line patrol - ROW, and aerial sensor technology, like ther-mography. Learn both the benefits and drawbacks of implementing sUAS (drones) into a maintenance/utility workflow. Examples will be relevant for both Transmis-sion Line & substation utility members.

8:45-9:30 a.m.Case Study for Long Range Beyond Visual Line of Sight (BVLOS) UAS ProjectJason Kack, Vice President of Project Delivery, DataSight, Inc.James Oliver, Vice President of Technology, DataSight, Inc.Description of the planning and execution of a 20 plus mile BVLOs Uas Transmis-sion line LiDar mapping project. Planning included airspace clearance, ground control, communication links, data quality objectives and schedule. The presentation will discuss the impacts of this technology on cur-rent aerial data collection methods, costs and lessons learned.

9:30-9:45 a.m.Networking Break

The rmEL Transmission Committee plans all rmEL Transmission events. If you’d like to send information to the committee, email

James Sakamoto at [email protected].

9:45-10:00 a.m. Attendee AnnouncementsAny registered attendee is invited to make a short announcement on their com-pany, new products, tech-nologies or informational updates. Announcements may include showing a product sample but not vid-eos and power point slides. Please limit announcement to 5 minutes.

10:00-10:45 a.m. Non-contact EMF-based Transmission Line MonitoringJonathan Marmillo, Business Development Manager, Genscape Innovative non-contact, ground- based EMF trans-mission line monitoring systems are now being deployed by utilities to

accurately monitor line sag / clearance, power flows, and additional properties on critical lines. With this information, real-time and forecasted available capac-ity based on all ambient conditions (Dynamic Line Ratings) can be calculated and delivered directly to utility operators, ISO’s, and RC’s. The presenter will discuss how the technology works, how utilities have deployed the technology, go over use cases on how this technology can help trans-mission operators manage contingencies and outages, monitor icing, galloping, and clearances during critical events.

10:45-11:30 a.m. Transmission Vital Issues Roundtable

The Advanced Grid: Xcel Energy’s Perspective

Eric Gupta Program Manager, Grid Visibility and Control

Xcel Energy

The Advanced Grid Xcel Energy’s Perspective

March 14, 2018Eric Gupta

• Provide an overview of the grid and what is changing with respect to distributed energy and customer expectations

• Describe the Advanced Grid Intelligence and Security (Advanced Grid) value proposition and how an Advanced Grid enables it

• Describe the components of an Advanced Grid

Purpose

2

Advanced Grid Intelligence and Security

Utility industry perspective

• Competitive landscape

• Increasing customer expectations

• Advanced Grid

• Aging infrastructure

• Rules and regulations

3


• Significant decrease in price of solar• Increase in energy-related competition • Electricity demand growth stagnating• Distributed Energy Resources (DER), emerging

technologies

Energy industry perspective

4


Solar Microgrids Wind Energy efficiency Utility-scale renewables Business technology mgmt Energy storage Electric Vehicles (EV)

• Want more energy options– Interested in products to generate their own energy

– Likely to purchase, signup for solar

– Prefer to interact with their utility via web , mobile

• Elevated price sensitivity

• More sophisticated

• Entrenched in digital age

• Less tolerant of service interruptions

Customer perspective

5


Yesterday’s power system …is evolving, creating new opportunities for products and services

6


Central generation, one-way power flow, passive consumers

Tomorrow’s power system …will require expertise and know how in a variety of disciplines


Distributed generation and storage creating two-way power flow

7

Advanced Distribution

Management System(ADMS)

Fault Location, Isolation, and

Service Restoration

(FLISR)

Integrated Volt-VAr

Optimization (IVVO)

Field Area Network

(FAN)

Advanced Meter

Infrastructure(AMI)

Emerging Technologies

Advanced Grid Intelligence and SecurityAdvanced Grid Intelligence and Security

Technology Suite – Enabling Customer Experience, Choice, Control & Enhancing Grid Operability

Strengthen the grid so that our customers view Xcel Energy as their long-term energy solutions provider

Security and Data Solutions

Process Integrations, Change Management, Talent Strategy, Communications, Governance

8

Xcel Energy’s Advanced Grid provides value…

9


Integrates more renewable, carbon-free energy sources

Improves reliability with fewer, shorter outages due to better system monitoring and more

automation preventing outages and enabling us to restore power

quickly

Helps customers track energy use in near real-time and make

adjustments to keep energy costs low

Enables new pricing plans that provide opportunities to save

money

Provides interactive controls enabling system operators to

respond more quickly to outages

Provides the ability to remotely configure system, isolating

outages

Improves situational awareness, improving efficiency with

monitoring and control capability

Provides instantaneous outage notification for proactive customer

communications

Improves access to customer usage data for better customer

service

Enables remote connect, disconnect service for faster

customer intervention

Provides additional interval attribute data to support complex

billing

Improves outage duration by identifying outage location

through technology

Increases operational efficiencies through remote sensing, voltage

control of system

Cust

omer

Val

ueO

pera

tions

Val

ue

Provides timely, relevant information such as high bill alerts

Makes it easy to integrate new technology such as electric

vehicles

Saves time with more self-serve options

Cleaner, More Reliable Energy

A Better Customer

Experience

More Ways to Save Money

Advanced Distribution Management System (ADMS)

10


• ADMS– Intelligent mapping of distribution

system– Enhanced visibility, control of field

devices– Improved visibility at customer

meter with Advanced Metering Infrastructure (AMI)

– Selected Schneider Electric as vendor

• Benefits– Enhanced reliability– Renewables penetration– Improved voltage control

Fault Location, Isolation, and Service Restoration (FLISR)

11


• FLISR– Advanced Distribution Management

System (ADMS) provides logic to operation of system

– Identifies fault location– Develops switching plan and can

execute that plan– Reduces outage durations and time

to locate faults

• Benefits– Enhanced reliability– Improved customer experience– Improved employee safety

Integrated Volt-VAr Optimization (IVVO)

12


• IVVO– More efficient power flow by

changing electrical characteristics of the system

– Enables voltage control for energy efficiency, peak shaving

– Requires intelligent field devices– Optional use of secondary voltage

devices • Benefits

– Improves service voltage levels– Cost savings– Environmental stewardship– Enables higher penetration of

renewables

Field Area Network (FAN)

13


• Field Area Network (FAN)– High-speed communications network

• Benefits– Benefit “enabler”

• Status– 9 Denver sites active, 80 by end of 2018– Mesh vendor selection in progress

Advanced Metering Infrastructure (AMI)

14

• AMI– Integrated systems

• Advanced meters• Business and operational data• Data management

– Communications networks• Enable two-way communication

– Business, data systems– Benefits for customers,

utilities


• Rates• Improved portals• Demand response• Remote connect capability• Distributed Energy Resource

monitoring

More Product & Services

• Improved portals• Home Area Network (HAN)• More timely energy data/

on-demand reads• Outage response time• Timely electric service

response

Improved Customer Experience

• Hot socket detection• Site wiring verifications• Network level and meter

level remote diagnostics• Over the air

updates/configurations

Remote Diagnostics

• Field data analytics• Theft detection

Operations Reporting

• Outage and restoration confirmation, nested outage detection

• Avoided truck-rolls, efficiency gains

Outage Notification

• Voltage sensing metrics• Premise-specific information

Integration to AGIS –ADMS/AMI

Advanced Metering Infrastructure (AMI)

15


Emerging technology – storage

16


• Battery storage projects– Panasonic Microgrid Partnership– Community Energy Storage at

Stapleton

• Benefits– Demonstrating capabilities– Operational experience– Increased Distributed Energy

Resources (DER) hosting capability– Stacking values– Informs new products, services

Peña Station (Panasonic) battery/microgrid

Deployment

17


• Colorado CPCN– Filed late 2016, approved mid

2017– Included all programs– Detailed CBA– In deployment

• Minnesota TCR– Filed late 2017, in deliberation– Subset of programs– Detailed CBA as well– Waiting on approval

18


Questions?

Questions?

Transmission Tower Monitoring – Grid Sensor Initiative

John Lauletta CEO/CTO Exacter

Next Generation Sensorsfor

Electric UtilityGrid Operation and Maintenance

John L. Lauletta, CEO

Exacter, Inc.

614-880-9320 – [email protected]

25 Member Electric Utility

Advisory Council

3 Year Next Generation Sensor Development Program

Exploit Exacter Technology

Become Ubiquitous in the Grid

Provide Leading Indicators of Infrastructure Failure

Help Solve the Aging Infrastructure Management Issues

Develop Low-Cost Platforms

Integrate Exacter Technology into Sensors

Create New Algorithms for Grid Maintenance & Operation

Enable Predictive (conditions-based) Maintenance (PdM)

GOALS

OBJECTIVES

Exacter Acquisition and Analysis Process

Data Acquisition & Discrimination Data Analysis Actionable

Information

RF emissions from arcing (deteriorated) electrical components

Exacter sensor in vehicle/aircraft collects the signals and then discriminates and

GPS locates arcing, tracking and leaking electrical components

Data analyzed for severity, persistence and prevalence, enabling: • Exact locating of failing

component• Replacement prioritization

Precise GPS coordinates and relevant condition-

data transmittedto servers for final

statistical geospatial analysis Reports and GIS compatible

information provided to customer

Emission Study EVENTS

FlightPath

Red Events are Raw

Data Analyzed by

Exacter Servers to Determine Condition

Assessment Alerts

Assessing the Grid

Data is captured and analyzed during normal Transmission Grid flights adding little cost to the flight expense

Analytical Process to Locate

Deteriorated Equipment

VISION ANALYTICS®

Calculates coordinates of a circle which is centered about a point on a globe

Results in precise geospatial coordinate of PD/EMI emission source

Maintenance Merit ®

algorithms (not shown) rate correlation to Failure Signature Library™ and severity index.

Geospatial Algorithms: Geographic Source Location Measurement

Transmission Equipment

Deterioration

Aerial Surveys

VISION ANALYTICS®

Area of Concern (AOC) Analysis • The first level of survey analysis

• Compare to poor circuit performance data Areas of

Concern shown as Red

• Transmission System - blue

• Trend this information to discover problems developing

VISION ANALYTICS®

• The second level, detailed survey analysi

• Flight path

• HDSA Analysis Area

• Repetitive studies provide statistically significant results

• Maintenance Location Prediction

VISION ANALYTICS®

High Definition Structure Analysis

High Definition Structure Analysis

• Allows Utility Editing

• Provides HDSA Zoom In Capability

• Provides Location of Structure to visit for maintenance

VISION ANALYTICS®

Industrial Contamination

VISION ANALYTICS®

Biological Contamination

VISION ANALYTICS®

Voice of the Industry

Top 11 Use Cases Defined:1. Transmission Tower Maintenance Sensor2. Underground, LV Conductor Condition Assessment3. Underground, MV Conductor Condition Assessment4. Underground HV Conductor Condition Assessment5. Station Battery Condition Alarm6. Station Equipment Maintenance Alarm7. Electric Switchgear Assessment8. Overhead Conductor Condition Assessment9. HV Bushing Monitor10.Substation Ground Mat Condition Assessment11.Station Surge Arrester Monitor

Defining the Issues

Top 11 Use Cases Defined:1. Transmission Tower Maintenance Sensor2. Underground, LV Conductor Condition Assessment3. Underground, MV Conductor Condition Assessment4. Underground HV Conductor Condition Assessment5. Station Battery Condition Alarm6. Station Equipment Maintenance Alarm7. Electric Switchgear Assessment8. Overhead Conductor Condition Assessment9. HV Bushing Monitor10. Substation Ground Mat Condition Assessment11. Station Surge Arrester Monitor

Initial Sensor Use Case: Feature Priority1. Insulator damage or contamination detection2. Loose/Deteriorated line hardware detection3. Structural integrity4. Lightning strike on structure5. Splice failure detection6. Vandalism (intrusion or gunshot)7. Woodpecker intrusion8. Ground wire theft9. Ground wire cathodic deterioration detection10. Solar flare detection

On-lineIntrusion / Vandalism

Alert

On-lineLightning

Strike/Solar Flare Alert

On-lineEquipment

MaintenanceAlert

Edge ComputingOn-line

Asset ConditionSensor

Initial Development:Transmission Tower Monitoring

MechanicalIntegrity

Monitoring

Tower Integrity Demonstration

Structural Integrity

<100’

• Gather sample data• Evaluate Integrity Sensor Algorithm• Confirm Technical Approach

Sensor Connections and

Setup

Sensor generates a short duration signal: 0.5Vac, up to 10 Amps ac, 100 kHz to 150 kHz

Test signal duration less than 5 seconds

Test will be repeated with a diagnostic device with similar output

Section a-a’

5’ to 6’

20’ 20’Sensor

Summary

Sensor Program Advancing

Looking for Utilities to Participate

Seeking Challenging Problems to Solve

Advancing the Management and Operation of the Grid through Edge Computing

Contact: [email protected] More: Gridsensors.org

Where Do I Begin? Designing Your Facility On-Time and Under Budget

Ken Booth Sr. Facility Design Manager

HDR

© 2014 HDR Architecture, Inc., all rights reserved.© 2014 HDR Architecture, Inc., all rights reserved.© 2014 HDR Architecture, Inc., all rights reserved.© 2014 HDR, Inc., all rights reserved.© 2014 HDR, Inc., all rights reserved.© 2014 HDR, Inc., all rights reserved.© 2016 HDR, Inc., all rights reserved.

© 2016 HDR, Inc., all rights reserved.

Designing Your Facility On-Time and Under Budget

WHERE DO I BEGIN?

Ken BoothSenior Facility Design Manager

WHAT ARE SOME OF YOUR FACILITY CHALLENGES?

Environmental Compliance Circulation Safety Employee Turnover Employee Morale Space Issues – building is too small, trucks are too big Contracted Maintenance Separated Facilities

COMMON CHALLENGES OF FACILITY DESIGN

SUSTAINABILITY Materials and Resources High Performance Floor Surfaces Lighting – Bay and Shops Electric Vehicles Energy and Atmosphere Water Efficiency

Things to Consider:o Durability of Materials

o Careful Selection of Roofing Materials

o Effectiveness of the Building Envelope

o Sustainable Materials

o Local Craftsmanship

o Life Cycle Cost (PEMB vs. Masonry vs. Concrete)

MATERIAL SELECTION

Things to Consider:o Dry Shake Integral Pour Systemo Post Pour Quartz Aggregate Top Coato Roll-on Epoxy Systems

All approaches add value and increase longevity, light reflectance,

and “cleanability”.

HIGH PERFORMANCE FLOOR SURFACES

Things to Consider:o Type: LED or High Efficiency Fluorescento Color: Full Spectrumo Foot Candles (at 3 ft. AFF): 50 to 75 fco Placement (between not over bays)o Lighting Control Systemso Natural Lighting Approaches

LIGHTING – BAY AND SHOPS

Things to Consider:o Infrastructure for chargingo Maintenance of vehicles o Vehicle performance

ELECTRIC VEHICLES

Things to Consider:o Ground source heato Solar energyo Biophiliao Enhanced Ventilationo Lifecycle costso Building automation systemso Net Zero Energyo Energy and tax credits

ENERGY & ATMOSPHERE

Things to Consider:o Water reclamation systemo Water Use Reductiono Rainwater harvesto Xeriscape

WATER EFFICIENCY

OPERATIONS & ADMINISTRATIONS SPACES Ready Rooms/Crew Rooms Employee Amenities Lockers

Things to Consider:o Work Areas vs Meeting Areas

o Wall Space for Maps and Scheduling Boards

o Computer Workstations

o Access to other crew centric areas –Break Rooms, Vending, Kitchenettes, Lockers, Restrooms

o Gear Lockers? Type, Size, Location

READY ROOMS/CREW ROOMS

EMPLOYEE AMENITIES

Things to Consider:o Locker Requirements: Function, Type,

Size, Number

o Benches – Integral?

o Location

o Gear Lockers

o Uniform Lockers

o Uniform Services Delivery & Pickup

LOCKERS

SITE AREAS

Site Circulation Parking Configurations Vehicle Wash Systems Fuel Islands/Vehicle Fueling Bulk Material Storage Bins

Things to Consider:o Movement: Vehicles, People, Materials,

Deliverieso Vehicle Turning Radiuso Vehicle Parking Backing Pulling Through Trailered Equipment

o Site Accesso Emergency and Snow Operations

SITE CIRCULATION

Things to Consider:o Turning Clearances

o Angled vs. 90 Degrees

o Agency Parking Interior Parking Canopy Parking Exterior Parking

o Employee Parking

o Site Lighting

o Access Control

o Security

PARKINGCONFIGURATIONS

Things to Consider:o Interior Clearances for Dumps, Boom

Trucks, and other Heavy Equipment

o Bay Length & Width

o Special Drainage Infrastructure

o Sloped Floors!

VEHICLE WASH SYSTEMSo Water Reclamation Systems

o Rough Wash Features Catwalks High Volume & High Pressure

Things to Consider:o Above Ground (AST’s) vs. Underground

(UST’s)

o Fuel Types and Volumes/Dispensers

o Leak Detection and Liquid Level Gauging

o Delivery Truck Access

o SPPC & other Codes

FUEL ISLANDS/VEHICLE FUELING

o Canopy Cover Size and Usefulness

o Fuel Management System

o Support areas/rooms

o DEF Dispensing and Storage Systems

Things to Consider:o Number of different Materials

o Quantity Needed of each type

o Spoils?

o Material Loading and Unloading Area/Clearances

BULK MATERIAL STORAGE

o Clearance below Canopy Cover

o Lighting?

o Construction Material

o Drainage/Runoff

FLEET SHOP Waste Oil and Coolant Recovery Central Lubrication Distribution Systems Vehicle Lifts Lower Level Work Areas Interior Clearances Parts Rooms and Warehouses Functional Columns Vehicle Exhaust Systems Compressed Air Systems Cranes

Things to Consider:o Optimum Placement in Bays

o Complementary Portable Equipment

o Electrical/Air Connections

o High Level Fill Alarm System

o Waste Fluid Tanks and Storage Volume

WASTE OIL AND COOLANT RECOVERY

Things to Consider:o Code Compliant Double Wall Storage

Tanks o 3D Piping Designo Properly sized Air Compressoro Heavy Duty Reelso Fluid Management Systemso Functional Reel Location and Mounting

Height

CENTRAL LUBE DISTRIBUTION SYSTEMS

Parallelogram Lift o Displacement direction

o Console Location

o Structural Details

o Use in Chassis Wash

Axle Engaging Lifto Frame Length and WB Selection

o Capacity


o Placement in Bay

VEHICLE LIFTS

Portable Liftso Capacityo 4 Columns vs. 6 Columnso Battery & Wireless Optionso Electrical Connection

Frame Engaging –Surface Mounted Lifto Capacity (Light & Medium Duty)o Placement in Bayo Electrical connection method (overhead

or subsurface?)

VEHICLE LIFTS

“OLD SCHOOL” PITS

ADVANCED DESIGNED LLWA’S

Things to Consider:o Function and Equipment in the Space

o Clear Height in Forklift Aisles

INTERIOR CLEARANCES

o Clear Height in Bays (with and without lift)

o Clear Height on and below mezzanines

Things to Consider:o High Density vs. Conventional Storage

o Parts Lifts – Increases the value of Mezzanine areas

o Pallet Rack Layout and Clearances

o Issue Window Design

o Aisle Widths

PARTS ROOMS/WAREHOUSES

Things to Consider:o The Facility will likely have Structural

Columns

o Guide the placement of Columns during Concept Design

o Convey Utility Drop Needs to best utilize the Column real estate

FUNCTIONAL COLUMNS

Things to Consider:o Type/Size/Motorized Reelo Hose Diameter & Temp Requirementso Individual Fan vs. Ducted Systems

VEHICLE EXHAUST SYSTEMS

o Coordination Issues Electrical Exhaust Duct Roof Penetration Mounting Bracket

Things to Consider:o Trapeze – Orientation and Installation

o Outlet Configuration (Filter/Reg/Lubricator)

o Outlet Placement

o Screw vs. Duplex Reciprocating

o Compressor Condensate Drain

o Housekeeping Pad

o Piping: Aluminum vs. Copper

COMPRESSED AIR SYSTEMS

Things to Consider:o Span & Capacity Selection

o Orientation & Coverage

o Where to use Jib Cranes?

o Power to Cranes

CRANESo Impacts: interior clearance structural systems mechanical systems lighting fixtures overhead doors

High Density Storage Materials Handling Hazardous/Flammable Storage Shipping/ Receiving Customer Counter/Loading

STORES WAREHOUSE SPACES

o Reduce area of Warehouse

o Save time and motion

o Reduce energy costs

o Inventory control

HIGH DENSITY STORAGE

o Cranes

o Forklifts

o Loading heavy components

o Safety

MATERIALS HANDLING

o Containment

o OSHA

o Separation

o Safety

o Fire protection

HAZARDOUS FLAMMABLE STORAGE

o Flow of materials

o Loading docks

o Packaging

o Recycling

SHIPPING/RECEIVING

o Customers

o Supervision

o Vending systems

o Distribution

CUSTOMER COUNTER/LOADING

Often Forgotten:o Circulation Factors – What is

appropriate?

o IT/Data Rooms, Facility Maintenance Shops and Storage, Adequate Electrical Rooms, Fire Riser Rooms, and Mechanical Rooms

o Roof Access

o Vestibules

o Misc. Storage – everyone has storage needs

THE FORGOTTEN…

o The Owners ability to secure the appropriate budget and to convey the needs of the organization.

o The Design Team’s approach and their ability to include the facility usersin the design process

o Real COLLABORATION

A SUCCESSFUL AND FUNCTIONAL DESIGN HINGES ON:

Keep this in mind….

Things to Consider:o Identification of all potential Funding Sources

o Be Creative - Think Partners

o Use Project Momentum

o Consider Project Delivery Methods Construction Manager/General Contractor

(CMGC) Construction Manager at Risk (CMAR) Developer Funded – Build to Suit

o Line up your Ducks – Know your stuff!

PROJECT FUNDING

Things to Consider:o What will be your Construction Management &

Administration Approach? Consider the impact on your time – on your

staff’s time?

What is the real cost of that involvement – or lack of that involvement?

o Disruption of Operations

o Facility Maintenance Plan

o Have a Move-in Plan

CONSTRUCTION PROCESS

Things to Consider:o Understand Your Project and Your Scope

o Use Qualification Based Selection

o Develop the relationship & collaborate

Selection and Use of Engineers, Architects and Professional Consultants – Guidelines for Public Agencies, American Public Works Association

SELECTING A DESIGN TEAM

OwnerArchitectMaintenance FacilityConsultant

OwnerArchitectMaintenance FacilityConsultantCivil EngineerCost Estimator

OwnerArchitectMaintenance FacilityConsultantCivil EngineerCost EstimatorMechanical EngineerStructural Engineer

OwnerArchitectMaintenance FacilityConsultantCivil EngineerCost EstimatorMechanical EngineerStructural EngineerElectrical EngineerPlumbing EngineerInterior DesignerLandscape Architect

INVOLVEMENT OF DISCIPLINES

Pre-Design &Programming

SchematicDesign

Design Development

ConstructionDocuments

Existing Facility AssessmentMaintenance MethodsAffinitiesFleet GrowthStaffing ProjectionsSpace ProgramsFleet Design DataKey Design IssuesDesign CriteriaSite InvestigationPreliminary Estimate

Master PlansSite LayoutsParking ConfigurationFacility LayoutsWorkstation LocationsMaterials SelectionInitial System DesignPreliminary Cost Estimate

Drawing DevelopmentSystems Detail DesignSystem Specs DevelopmentCode ReviewEquipment SpecsEquipment LayoutsUtility RequirementsColor SelectionEstimate Update

Drawings FinalizedSpecs FinalizedPlan ReviewSignage and GraphicsFinal Estimate

DESIGN PHASES


SchematicDesign

Design Development


Savings Opportunity

Implementation Costs

Programming Schematic Design Design Development Construction Documents

WHEN TO INFLUENCE DESIGN

Why Give the Facility Calculator Away? ….Isn’t this what you do for a living?

1. Yes – But it is not what you do. We believe that an informed and prepared owner - armed with a realistic project budget is better for everyone...

o your organization, o the tax payers, o the design professionals you engage

2. Nobody can do what we do - the way we do it.

THE FACILITY CALCULATOR

3 Easy Steps:1. Enter Fleet Information

2. Enter Facility Options

3. Review and Adjust Facility Budget Worksheet

o Excel© Spreadsheet – Limited data entry requirements.

o Data Entry based on your specific facility needs.

o Costs are Calculated on a Per Square Foot (SF) basis and are based on typical, durable, and sustainable materials and appropriate and modern systems and equipment.

o Fully Adjustable and Customizable – you own it!
