Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • This document provides the necessary details to design a switchboard, obtain details regarding the site installation, and assist with quoting the job.
    It can be used for a new or existing installation.
    The questions asked are of a generic nature and therefore depending on the project, some questions may not be applicable.
    Each section provides technical details based on experience to assist with providing answers.
    The document can be completed either electronically on a mobile device or exported as a pdf document and printed for completion as a paper document.

QUOTE CLOSING AND PROJECT COMPLETION DATES What is the quote closing date to submit the pricing and what is the project completion or delivery date.

  • QUOTE CLOSING DATE

  • PROJECT COMPLETION OR DELIVERY DATE

LOCATION

  • Site Identifying Name or Number

  • Street Address

  • Turn by Turn Directions and nearby landmarks

  • LOCATE BY GPS

CLIENT DETAILS

  • Name

  • Company

  • Email

  • Phone Number

END USER DETAILS

  • Name

  • Company

  • Email

  • Phone Number

COSTS AND ALLOWANCES Provide details of who is to make allowances for the described costs. For the following questions, options are: Board Manufacturer, Client, End User

  • SWITCHBOARD DELIVERY

  • TELEMETRY SUPPLY

  • ELECTRICAL INSTALLATION

  • GENERATOR SUPPLY

  • GENERATOR DELIVER TO SITE

  • GENERATOR POSITIONING ON SITE

  • GENERATOR INSTALLATION

  • PUMPS SUPPLY

  • PUMPS DELIVER TO SITE

  • PUMPS POSITIONING ON SITE

  • PUMPS PIPEWORK INSTALLATION

  • EXCAVATION AND CONCRETING

  • SITE CONDUITS SUPPLY

  • SITE CONDUITS INSTALLATION

  • TRAVEL

  • ACCOMMODATION

  • MEALS

  • OTHER DETAILS

SITE DRAWINGS Fully dimensioned drawings to show the position of all items in relation to each other. This assists with determining cable lengths, maximum switchboard sizes, and positioning of any new equipment. It will also assist with the layout and positioning of equipment in a new switchboard. SITE LAYOUT - Buildings, Building entry and exits, Roads, Fences, Pathways, Switchboard position, Location of power supply, external meter panel, aerial, and other electrical equipment, Pump well and valve pit slab dimensions SWITCHBOARD LAYOUT - Width Depth and Height including maximum clearances to walls and other objects around the board. Show individual cubicle dimensions and doors and identify what is in each section. CONDUITS - Plan view showing the plinth dimensions and the position and sizes of any conduits beneath the plinth. Cables or conduits exiting the top, sides or back of the board. Identify the cable sizes, lengths and types, and circuits with in each conduit.

  • SITE LAYOUT

  • SWITCHBOARD LAYOUT

  • CONDUITS

CONCRETE SLAB Is the slab adequately sized, is a new slab required or does the existing slab require extending. ADEQUATE, NEW AND REPOSITIONED, EXTEND

  • CONCRETE SLAB

CORE HOLES

  • ARE ANY CORE HOLES REQUIRED

  • OTHER DETAILS

SWITCHBOARD TYPE What is the function of the switchboard. New, Upgrade, Inspection Report, Site Modifications, Supply Only, Distribution, Sewer, Water, Pump Station, Lift Station, Treatment Plant, Reservoir, Solar

  • SWITCHBOARD TYPE

SHEET METAL CONSTRUCTION TYPE Method of construction depends on location budget and delivery time. Other than CUBIC, IP ratings are IP 55 when vented IP66 if not vented. Other than flooding, IP55 is suitable for all outside extreme full weather conditions. For all custom manufacture methods pans and escutcheons are aluminium. Custom fabricated 3.0mm MARINE GRADE ALUMINIUM – Used if exposed to full weather most commonly used and offers best value and equal lifespan to other custom fabricated methods. Custom fabricated 1.6 / 2.0mm STAINLESS STEEL – Used if exposed to full weather but can cost up to approx. 30% extra. Manufacturing a SS custom enclosure provides absolutely no benefits whatsoever over Custom Aluminium. Outer cubicle and doors are usually 2.0mm and the inner barriers are 1.6mm. Suggest Pans and escutcheons to be Aluminium. Custom fabricated 2.0mm ZINC ANNEAL STEEL – Used if exposed to partial weather. Requires powder coating to prevent rusting. Any scratch will eventually cause rusting over time if in full weather. Rarely used minimal cost savings over Aluminium. CUBIC modular (bolt together) system – Used for indoor applications only. Provides quick, cost effective construction. Fully type tested system. Panels and frames already powder coated Grey as standard. IP43. Mounting pans not powder coated. Powder coat external panels are available in Orange. Sometimes delayed delivery on Orange Panels depending on stock levels. NHP Prefabricated Enclosures – Powder coated steel (ELDON) if exposed to partial weather (as per zinc anneal). Enclosures are limited by set dimensions. NHP Prefabricated Enclosures - Stainless Steel (ZANARDO) if exposed to full weather. Ideal for small single control panels. Enclosures are limited by set dimensions. B&R Monarch IP Powder Coated steel enclosure – as per prefabricated enclosures but all internals are of a modular bolt together system. Provides a high quality, very quick but slightly more expensive construction method. Hinged meter panels, inner escutcheons, barriers and powder coated pans are all available. Enclosures are limited by set dimensions. B&R Monarch IP Stainless Steel stainless steel enclosure - as per above B&R3M & B&R3MECB - Off the shelf powder coated sheet steel metering panels from the electrical wholesalers.

  • SHEET METAL CONSTRUCTION TYPE

  • IS EXTRA SPACE REQUIRED WITHIN THE SWITCHBOARD FOR FUTURE UPGRADES

  • PROVIDE DETAILS OF FUTURE UPGRADES

  • ARE THE DIMENSIONS OF THE SWITCHBOARD IN ALL DIRECTIONS ADEQUATE TO ACCOMMODATE ALL SWITCHGEAR

  • WILL ANY EQUIPMENT MOUNTED ON AN ESCUTCHEON OR DOOR INTERFERE WITH EQUIPMENT MOUNTED ON THE CONTROL PAN DIRECTLY BEHIND IT

  • DOES HEIGHT RESTRICTIONS INTO A BUILDING REQUIRE THE PLINTH TO BE FIXED INTO POSITION FIRST, THEN THE BOARD LIFTED ONTO THE PLINTH AFTERWARDS

  • WILL ANY EQUIPMENT MOUNTED ON THE SIDES SUCH AS VENTILATION FANS INTERFERE WITH EQUIPMENT MOUNTED ON THE CONTROL PAN NEAR IT

  • IS THERE ADEQUATE CLEARANCE (COMPLYING WITH AS3000) AROUND THE BOARD WHEN THE DOORS ARE FULLY OPEN

  • DOES THE POSITION OF CUBICLES AND BOARD ORIENTATION SUIT THE SITE LAYOUT FOR INCOMING AND OUTGOING CABLES

  • IS THE REAR OF THE BOARD ACCESSIBLE

  • IS THE LEFT SIDE OF THE BOARD AGAINST A WALL

  • IS THE RIGHT SIDE OF THE BOARD AGAINST A WALL

  • DOES THE POSITION OF CUBICLES, AND BOARD ORIENTATION SUIT THE SITE LAYOUT FOR INCOMING AND OUTGOING CABLES

  • DOES THE BOARD DESIGN AND LAYOUT PERMIT EASY ENTRY AND EXIT, (AND TERMINATION) OF ALL CABLES FROM THE TOP, BOTTOM, SIDES AND OR REAR AS REQUIRED.

  • WILL THE OVERALL DIMENSIONS OF THE SWITCHBOARD ALLOW IT TO BE MANOEUVRED INTO POSITION AND AVOID ANY SURROUNDING OBSTRUCTIONS

  • IS ADEQUATE NATURAL VENTILATION ALLOWED FOR

  • IS ADEQUATE FORCED VENTILATION ALLOWED FOR IF VSD'S ARE USED

DOOR LOCKS AND EXTERNAL HARDWARE DOOR LOCKS - Metering sections are always pad lockable. Other sections are either pad lockable or 92268 key lock. EXTERNAL DOOR HARDWARE - Chrome Plate or Stainless Steel. Stainless steel adds extra costs. INTERNAL ESCUTCHEON HARDWARE - Always chrome plated. Can use 1/4 turn catches slotted, square or triangle that require a tool to open, or lockable T handles.

  • DOOR LOCKS

  • EXTERNAL DOOR HARDWARE

  • INTERNAL ESCUTCHEON HARDWARE

WEATHER SHADE - Protects board from the elements such as rain and sun. Sun hood and false plates can be selected together. SUNHOOD – Constructed from the same material as the cubicle and is attached to the top of the board GALVANISED SOLAR SHADE – Constructed from galvanised steel, & expanded mesh with purlins and a colour bond roof similar to a “Bus Stop” shelter. Requires a larger concrete slab for fixing of frame around the board. FALSE PLATES – Constructed from the same material as the board and is attached to the vertical board panels providing an air gap between the outer cubicle panels to reduce heat build-up inside the board. BUILDING - Board is inside a building and does not require a weather shade

  • WEATHER SHADE

  • IF A GALVANISED SHELTER IS REQUIRED HAVE CUTOUTS FOR VENT FANS OR GENERATOR INLET SOCKETS BEEN CONSIDERED

  • HAVE THE SHELTER CUTOUTS BEEN POSITIONED ACCURATELY AND LINED UP WITH THE SWITCHBOARD BEFORE GALVANISING

  • IS THE SLAB AROUND THE SWITCHBOARD SIZED ADEQUATELY TO ACCOMMODATE THE SHELTER

POWDER COATING AND CUBICLE SURFACE FINISH MAIN CUBICLE - Improves external appearance. Powder coated colour as required, sanded finish or bare finish Usually selected on on Custom Aluminium, however not essential. Not essential or necessary on Stainless Steel. Essential on Zinc Anneal. Refer further to sheet metal construction If powder coating is selected, the internal and external main cubicle surfaces will be the same colour. If a sanded finish is selected only the external main cubicle surfaces will be sanded. Fabrication weld marks may be more visible. Due to the labour and materials required to sand the cubicle surface, there is no cost savings for a sanded finish over a powder coated finish. If a bare finish is selected the outer surface will be as is when it leaves the sheet metal shop, and all buff marks on the outer surface will be visible from where the internal welds are. If the external cubicle surface appearance is not critical there are cost savings involved in choosing this over a powder coated or sanded finish. Chose Colour M-Magnolia / WG -Wilderness Green / GW- Gloss White / EO - Electric Orange / LG Light Grey / S Sanded / B Bare. M & GW are the most commonly selected. Cost and delivery time will increase with powder coating and sanded finish ESCUTCHEONS - Usually done on all boards, even brushed finish. Colour is GW CONTROL GEAR MOUNTING PANS - Not necessary but does improve appearance. Colour is GW

  • MAIN CUBICLE FINISH

  • ESCUTCHEONS

  • CONTROL GEAR MOUNTING PANS

  • OTHER DETAILS

SUPPLY AUTHORITY METERING - How is the installation to be metered. Unless there is a previous job with an approved metering arrangement, reference should be made to the ERGON Electricity Connection and Metering Manual (ECCM). Reference is usually required for CT metered boards and multiple customer arrangements, as these can sometimes involve a "non standard" arrangement of the meters. When designing these types of boards, approval from ERGON is required to confirm the design is correct. Single customer direct connect metered boards are usually straight forward and do not require any approval by ERGON. However compliance with the ECCM on direct connect metered boards is still required. TYPE OF SUPPLY AUTHORITY METERING - Direct Connect Metering for loads up to 100A. Current Transformer Metering 200/5 for loads up to 350A, or 800/5 for loads up to 1400A. LOCATION OF METERS - Cubicle in Switchboard, Remote Meter Cubicle, Remote Meter and CT Cubicle, Remote Main Switchboard REMOTE CUBICLE CONSTRUCTION MATERIAL - Refer to SHEET METAL CONSTRUCTION for section options. NHP prefabricated is not an option for this. METER NUMBER - Assists ERGON with existing installations if the meter numbers are provided.

  • TYPE OF SUPPLY AUTHORITY METERING

  • REMOTE CUBICLE CONSTRUCTION MATERIAL

  • METER NUMBER(S)

  • ARE THERE EXISTING SIMILAR DRAWINGS THAT CAN ASSIST WITH THE NEW DESIGN

  • METERING DESIGN COMPLIES WITH THE ERGON ECCM SINGLE LINE DIAGRAMS

  • ALL SWITCHBOARD ELECTRICAL EQUIPMENT (SUCH AS SURGE DIVERTERS) ARE POSITIONED AFTER THE SUPPLY AUTHORITY METERING

  • PRELIMINARY DRAWINGS CHECKED WITH ERGON, OR COMPARED AGAINST A SIMILAR JOB FOR A NON STANDARD METERING ARRANGEMENT.

  • ACCOUNT, NMI NUMBER AND INSTALLATION ADDRESS OBTAINED FROM CUSTOMER FOR SUBMISSION OF CT METERING ORDER FORMS

  • CT METERING ORDER FORM AND FINAL DRAWINGS SUBMITTED TO ERGON FOR APPROVAL

POINT OF SUPPLY - Provide details on the point of supply MAIN SWITCH - Refer to SUB-CIRCUITS AND ISOLATING EQUIPMENT for selection information. Provide further details on the mains supply switching and cabling DESCRIPTION - Timber Pole, Mains up side of pole, Steel Property Pole, Overhead Aerial, Mains Connection Box, Pillar Box, Fuses, Links, Main board, Sub board ID NUMBER - Poles or pillar boxes usually have a Supply Authority ID number EXISTING OR NEW TRANSFORMER kVA RATING - kVA rating and location helps determine the prospective fault current. EXISTING OR NEW SWITCHGEAR kA RATING - If the transformer cannot be located make note the kA rating of the the main switch and sub circuits switchgear. If the main switch is not a circuit breaker (i.e. it is a load break switch), make note of the kA rating of the downstream sub circuits, as these will be circuit breakers. If the installation is new advise of the required kA rating.

  • DESCRIPTION

  • ID NUMBER

  • EXISTING OR NEW TRANSFORMER kVA RATING

  • EXISTING OR NEW SWITCHGEAR kA RATING

  • ISOLATING DEVICE / PHASES / CURRENT RATING / EARTH LEAKAGE

  • DETAILS OF SUPPLY MAINS, NEUTRAL AND EARTH CABLING - NUMBER PER PHASE, SIZE AND TYPE

  • SWITCHBOARD CABLE ENTRY / EXIT POINT

  • CABLE LENGTH FROM POINT OF SUPPLY

  • OTHER DETAILS

GENERATOR REQUIREMENTS - What are the generator requirements, New, Re-use existing, Upgrade, Future GENERATOR MAKE AND MODEL DETAILS - provide information on the the existing or new generator GENERATOR - Refer to SUB-CIRCUITS AND ISOLATING EQUIPMENT for selection information for other questions.

  • GENERATOR REQUIREMENTS

  • GENERATOR MAKE AND MODEL DETAILS

  • ISOLATING DEVICE / PHASES / CURRENT RATING / EARTH LEAKAGE

  • ISOLATING DEVICE MECHANICAL OPERATION

  • DETAILS OF GENERATOR MAINS, NEUTRAL AND EARTH CABLING - NUMBER PER PHASE, SIZE AND TYPE

  • SWITCHBOARD CABLE ENTRY / EXIT POINT

  • CABLE LENGTH FROM GENERATOR

  • OTHER DETAILS

SUB-CIRCUITS AND ISOLATING EQUIPMENT DETAILED ALSO APPLIES TO MAIN SWITCH AND GENERATOR ISOLATOR EQUIPMENT NAME - Identification as shown in the engraved label for each piece of equipment or circuit required such as the Main Switch, Generator Isolator, Changeover Switch, Distribution Isolator, Pump, Lights, Power. ESSENTIAL OR NON-ESSENTIAL LOAD - If a circuit requires power on generator supply it is an Essential Load, If the circuit does not require power on generator supply it is a Non-Essential Load ISOLATING DEVICE - What type of switchgear is used to isolate power to the circuit Circuit Breaker (CB), Moulded Case Circuit Breaker (MCCB), Load Break Switch (LBS), Change Over MCCB OR Change Over LBS. NUMBER OF PHASES - 1P, 2P, 2P&N, 3P or 3P&N CABLE ENTRY / EXIT POINT - Top, Bottom, Side, Back CURRENT RATING - In Amps EARTH LEAKAGE - All general light and power circuits require EL. Sometimes this is also requested on three phase motors, main switch, 3 phase sub-circuits. ISOLATING DEVICE MECHANICAL OPERATION - How is the isolating device to be mechanically operated through the hinged escutcheon or door. Direct through a cutout, behind mounted on a pan with no operator, handle. INTERLOCKING HANDLE - Does the handle need to interlock with the door. This can usually be bypassed by use of a tool. CABLE SIZE AND TYPE - Number of cables per phase / // /// ////. Cable size in mm2. Type of cable Thermo Plastic Sheathed (TPS), Single Double Insulated (SDI), Cross-Linked Polyethylene Insulation (XLPE), Orange Circular (OC), Screened, Flexible Rubber Steel Wired Armoured, Submersible Pump. Include control cores in OTHER DETAILS if a pump cable. LENGTH OF CABLE FROM THE SWITCHBOARD - For the existing or new path.

    SUB CIRCUITS DETAILED
  • EQUIPMENT NAME

  • ESSENTIAL OR NON-ESSENTIAL LOAD

  • ISOLATING DEVICE / PHASES / CURRENT RATING / EARTH LEAKAGE

  • ISOLATING DEVICE MECHANICAL OPERATION

  • NUMBER OF CABLES PER PHASE CABLE SIZE TYPE OF CABLE

  • CABLE ENTRY / EXIT POINT

  • CABLE LENGTH FROM BOARD TO EQUIPMENT

  • OTHER DETAILS

SUB-CIRCUITS AND ISOLATING EQUIPMENT BRIEF

    SUB CIRCUITS BRIEF
  • EQUIPMENT NAME

  • ISOLATING DEVICE / PHASES / CURRENT RATING / EARTH LEAKAGE

  • QUANTITY REQUIRED

MOTOR STARTING AND CONTROL EQUIPMENT - Describe the motor details and starting method and what selectors and indicators are required. If there is a dual pump configuration with CIRCUIT NAME - As shown the engraved label MOTOR MAKE, MODEL NUMBER, MOTOR kW AND AMPS RATING- As shown on the motor nameplate or data sheet AUTO CONTROL STARTING METHOD - How does the motor start in Automatic mode - Level, Timer, Time clock MOTOR STARTING METHOD - Choose from the most commonly used methods: DIrect On Line (DOL) uses a contactor and electronic overload. Usually used on motors up to approx 5.5kW. Above this rating it is ideal to consider using an alternative starting method. Soft Starter (SS) din mounted starters occupy less space and provide basic ramp up and down time. Usually used on motors up to approx 15kW although some models can be used on higher rated motors. Most din mounted soft starters have no overload protection built in so these are used with a contactor and overload. May be required on motors above 2.4kW if in remote locations due to power supply restrictions. Soft Starters (SS) Larger framed starters offer more customised parameter settings for larger motors. Overload protection is built into the starter. An LCD screen displays motor details and parameters. Can be used on motors from approx 4kW and above depending on the lowest overload parameter setting within the starter. Variable Speed Drive (VSD) used on motors from as low as 0.37kW. Method of speed control must be stated. Star Delta starting is rarely used. Auto Transformer starting is rarely used MOTOR PROTECTION - Depending on the motor make there can be multiple sensors that protect the motor. Certain motors may require a specific motor protection relay. Refer to the manufacturers data sheets. Microtherms, Thermistors, MiniCAS, MAS711, Seal Fail, Low Flow, Undercurrent. CONTROL EQUIPMENT- Choose the selector switches, push buttons and indication lights and meters required for each pump. *SELECTORS - Manual Off Auto / Duty 1 Duty 2 / Duty 1 Alternate Duty 2 *PUSH BUTTONS - Start / Stop / Reset *INDICATION LIGHTS - Available / Run / Overload / High Temp / Seal Fail / Water Void / Low Flow *METERS - Ammeter / Starts Counter / Hours Run PRIMARY LEVEL DEVICE - Describe the primary level device that operates the motor in Automatic mode. Floats, Multipoint Probe, Single Point Probe, Pressure Transducer, Ultrasonic Transducer. HAS THE LEVEL CONTROL DEVICE BEEN SIGHTED - Locate, identify and photograph the level control device ARE THERE ANY JUNCTION BOXES FOR THE LEVEL DEVICE IN THE FIELD - Locate any field j-boxes or cable joins CABLING PATH - What path does the level cabling follow from the board, to the tank or well. Direct, Valve pit, Dry well, Cable tray OTHER DETAILS - Provide any additional information.

    MOTOR STARTER
  • MOTOR CIRCUIT NAME (AS NOTED IN SUB-CIRCUITS)

  • MOTOR MAKE - MODEL NUMBER - MOTOR kW - AMPS RATING -

  • AUTO CONTROL STARTING METHOD

  • MOTOR STARTING METHOD

  • MOTOR PROTECTION

  • CONTROL EQUIPMENT

  • OTHER DETAILS

COMMON EQUIPMENT - Select components that do not relate to any particular circuit. OTHER DETAILS - Provide further specific details on selected components.

  • ALARM OFF ON SELECTOR

  • AUDIBLE ALARM

  • ALARM MUTE CIRCUIT

  • AMMETER TOTAL LOAD

  • COMMON ALARM LIGHT

  • EARTH LEAKAGE SELECTOR AND INJECTION TEST POINT FOR ALL E/L CIRCUITS

  • FORCE PUMPS RUN BACKUP CIRCUIT

  • FLUORESCENT WORK LIGHTING

  • GENERAL PURPOSE DOUBLE 10A SINGLE PHASE OUTLET ON INNER ESCUTCHEON

  • LAMPS TEST PUSH BUTTON

  • PHASE FAILURE RELAY

  • POWER MONITOR

  • VOLTMETER WITH SELECTOR SWITCH

  • OTHER DETAILS

TELEMETRY REQUIREMENTS - What are the telemetry requirements, New, Re-use existing, Upgrade, Future TELEMETRY MAKE AND MODEL DETAILS - Provide details of the existing or new telemetry equipment. TELEMETRY PREFERRED SYSTEMS INTEGRATORS -

  • TELEMETRY REQUIREMENTS

  • TELEMETRY MAKE AND MODEL DETAILS

  • TELEMETRY PREFERRED SYSTEMS INTEGRATORS

DOCUMENTATION Depending in the size of the job the minimum documentation supplied can be a combination of the following, As Built PDF drawings, AutoCAD dwg drawings, Equipment List, Test Sheet and System Description OPERATIONS MANUAL - Provides the above documents plus all the manufacturers data sheets on the components as shown in the equipment list, printed in a A4 binder and also includes a self start CD. NUMBER OF PRINTED COPIES - Usually 1 CD and 1-4 printed copies

  • IS A COMPLETE MANUAL REQUIRED

  • NUMBER OF PRINTED COPIES

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