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Protective Device Coordination Study

Written and maintained by SynC.

Rev6
IssuedOct 19, 2026
LicenseCC BY 4.0
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1 Scope

NOTE A coordination study plots the time-current characteristic of every overcurrent device in series between a source and a load on one logarithmic sheet, together with the withstand curves of the transformers, conductors, and motors between them and the fault currents the short-circuit study calculated at each bus, and then chooses each device's settings so that the device nearest a fault opens first and the devices above it stay closed. NFPA 70 240.12 names the orderly shutdown that coordination buys, 700.32, 701.32, 708.54, 620.62, 645.27, and 517.31(G) require full selectivity on the circuits they govern, and on every other circuit the degree of coordination is a design decision this standard asks the project to make in writing rather than discover at the first fault. (1.2)
NOTE The coordination study is the second of three studies performed on one system model. The short-circuit study under Short Circuit StudyShort-Circuit StudyResolves to the current adopted revision.sync/short-circuit-study builds the model and calculates the maximum and minimum fault current at every bus; this study takes that model and sets the devices; the arc-flash study under Arc Flash StudyArc-Flash StudyResolves to the current adopted revision.sync/arc-flash-study takes the settings this study finalizes and turns the clearing time of each device into incident energy. A setting changed here moves the arc-flash labels, which is why the final settings are issued to the arc-flash engineer as a deliverable of this study and not read from a drawing. (1.3)
NOTE The following are governed elsewhere and are outside this standard: (1.4)
  • the system model, the utility's available fault current and X/R, the equipment and conductor data, the source operating cases, and the maximum and minimum fault currents, under Short Circuit StudyShort-Circuit StudyResolves to the current adopted revision.sync/short-circuit-study, which this study takes as its input and does not rebuild
  • the incident energy, the arc-flash boundary, and the arc-flash labels, under Arc Flash StudyArc-Flash StudyResolves to the current adopted revision.sync/arc-flash-study, which takes this study's final settings and does not start before they are issued
  • the application of the recommended settings to the installed devices, the party who applies them, and the field verification of every setting before energization, under Electrical Acceptance TestingElectrical Acceptance TestingResolves to the current adopted revision.sync/electrical-acceptance-testing
  • the trip units, relays, fuses, overload relays, current transformers, and arc energy reduction methods as products, and the ratings the equipment is ordered to, under Low Voltage SwitchgearLow Voltage SwitchgearResolves to the current adopted revision.sync/low-voltage-switchgear, Low Voltage SwitchboardsLow Voltage SwitchboardsResolves to the current adopted revision.sync/low-voltage-switchboards, PanelboardsPanelboardsResolves to the current adopted revision.sync/panelboards, Motor Control CentersMotor Control CentersResolves to the current adopted revision.sync/motor-control-centers, Combination Motor StartersCombination and Manual Motor StartersResolves to the current adopted revision.sync/combination-motor-starters, Medium Voltage SwitchgearMedium Voltage SwitchgearResolves to the current adopted revision.sync/medium-voltage-switchgear, Metal Enclosed Interrupter SwitchgearMetal-Enclosed Interrupter SwitchgearResolves to the current adopted revision.sync/metal-enclosed-interrupter-switchgear, Secondary Unit SubstationsSecondary Unit SubstationsResolves to the current adopted revision.sync/secondary-unit-substations, Generator Paralleling SwitchgearGenerator Paralleling SwitchgearResolves to the current adopted revision.sync/generator-paralleling-switchgear, Automatic Transfer SwitchesAutomatic Transfer SwitchesResolves to the current adopted revision.sync/automatic-transfer-switches, BuswayBuswayResolves to the current adopted revision.sync/busway, and the other equipment standards that name this study
  • the classification of the emergency, legally required standby, and optional standby loads and the transfer scheme that serves them, under Emergency And Standby PowerEmergency and Standby Power SystemsResolves to the current adopted revision.sync/emergency-and-standby-power, which names the systems whose devices this study coordinates selectively
  • the branch topology of a health care essential electrical system and the second level of ground-fault protection as equipment, under Healthcare Essential Electrical SystemsHealthcare Essential Electrical SystemsResolves to the current adopted revision.sync/healthcare-essential-electrical-systems and Electrical Service EntranceElectrical Service EntranceResolves to the current adopted revision.sync/electrical-service-entrance; this study sets and coordinates both levels
  • the generator set, its alternator, its excitation system, and the decrement curve the manufacturer publishes, under GeneratorsEngine GeneratorsResolves to the current adopted revision.sync/generators; this study plots that curve and sets the devices the set feeds
  • the fire pump controller and the sizing of the fire pump branch overcurrent device, under Fire Pump ControllersFire Pump ControllersResolves to the current adopted revision.sync/fire-pump-controllers and Fire PumpsFire PumpsResolves to the current adopted revision.sync/fire-pumps; this study plots that device and coordinates the devices above it
  • the design of the protective relaying scheme, meaning which relay elements are furnished at each breaker, the current and voltage transformer ratios, and the zones of differential and pilot protection, which the Engineer of Record performs in design and which this study takes as furnished
  • load-flow, voltage-drop, motor-starting, harmonic, and transient-stability studies, and the coordination of devices on the utility's side of the point of delivery
1.5 The study shall extend from the utility's protective device at the point of delivery through every overcurrent protective device shown on the one-line diagram within the extent selected under Study Extent, on every source and in every operating case the short-circuit study calculated.

2 Referenced Standards

2.1 The study, its settings, and its report shall comply with the latest adopted edition of each of the following unless a specific edition is cited.
2.2 Where the contract documents, the adopted edition of NFPA 70, the serving utility's requirements, or two referenced standards impose conflicting requirements, the more stringent requirement shall govern unless the Engineer of Record directs otherwise in writing.
Standard Title
NFPA 70 National Electrical Code (Articles 230, 240, 430, 450, 517, 620, 645, 695, 700, 701, and 708)
NFPA 70E Standard for Electrical Safety in the Workplace
NFPA 20 Standard for the Installation of Stationary Pumps for Fire Protection
NFPA 99 Health Care Facilities Code
NFPA 110 Standard for Emergency and Standby Power Systems
IEEE 242 Recommended Practice for Protection and Coordination of Industrial and Commercial Power Systems (Buff Book)
IEEE 3004.5 Recommended Practice for the Application of Low-Voltage Circuit Breakers in Industrial and Commercial Power Systems
IEEE 3004.8 Recommended Practice for Motor Protection in Industrial and Commercial Power Systems
IEEE 1584 Guide for Performing Arc-Flash Hazard Calculations
IEEE C37.2 Standard Electrical Power System Device Function Numbers, Acronyms, and Contact Designations
IEEE C37.13 Low-Voltage AC Power Circuit Breakers Used in Enclosures
IEEE C37.17 Trip Systems for Low-Voltage (1000 V and below) AC and General Purpose (1500 V and below) DC Power Circuit Breakers
IEEE C37.90 Relays and Relay Systems Associated with Electric Power Apparatus
IEEE C37.91 Guide for Protecting Power Transformers
IEEE C37.96 Guide for AC Motor Protection
IEEE C37.102 Guide for AC Generator Protection
IEEE C37.112 Inverse-Time Characteristic Equations for Overcurrent Relays
IEEE C57.109 Guide for Liquid-Immersed Transformers Through-Fault-Current Duration
IEEE C57.12.59 Guide for Dry-Type Transformer Through-Fault Current Duration
ICEA P-32-382 Short-Circuit Characteristics of Insulated Cable
ICEA P-45-482 Short-Circuit Performance of Metallic Shields and Sheaths on Insulated Cable
NEMA ICS 2 Industrial Control and Systems: Controllers, Contactors, and Overload Relays Rated 600 Volts
NEMA MG 1 Motors and Generators
UL 489 Molded-Case Circuit Breakers, Molded-Case Switches, and Circuit-Breaker Enclosures
UL 248 Low-Voltage Fuses
UL 1066 Low-Voltage AC and DC Power Circuit Breakers Used in Enclosures
ANSI/NETA ATS Acceptance Testing Specifications for Electrical Power Equipment and Systems

3 Submittals

3.1 Action Submittals

3.1.1 The Contractor shall submit the following for review by the Engineer of Record:
  • the qualifications of the study engineer, where the datasheet under Study Engineer selects an engineer other than the one performing the short-circuit study, giving the license, the firm, and the comparable studies described under Study Engineer
  • the coordination criteria statement, giving the degree of coordination applied to normal distribution, the circuits identified as requiring selective coordination, the coordination time intervals and band separations, the instantaneous-region selectivity basis, and the setting priority the datasheet selects, as the study will apply them
  • the study report described under Study Report, with the time-current curve sheets, the settings table, and the deficiency list
  • the equipment change list, naming every device whose frame, trip unit, fuse class, or rating must change from the equipment submittal to achieve the coordination required, with the equipment standard and submittal each change belongs to
Action Submittalscheckbox
☐ Study engineer qualifications
☑ Coordination criteria statement
☑ Study report with curve sheets, settings table, and deficiency list
☑ Equipment change list
3.1.2 The coordination criteria statement shall be reviewed and returned before the curves are plotted, and the study report shall not be submitted until the statement covering it has been returned.
NOTE The criteria statement is a page, and it settles the arguments the report would otherwise start: whether an overlap in the instantaneous region is a deficiency or an accepted condition, whether 0.3 s or 0.4 s separates two relays, and which circuits must coordinate at every current. A report reviewed against criteria the reviewer never agreed to is reviewed twice. (3.1.3)
3.1.4 Where the datasheet under Circuits Requiring Selective Coordination identifies any circuit, the study report shall be submitted and returned before the overcurrent devices on those circuits are released for manufacture.

3.2 Closeout Submittals

3.2.1 The Contractor shall submit the following before the equipment within the study extent is accepted:
  • the final study report, revised to the settings as left in service under Electrical Acceptance TestingElectrical Acceptance TestingResolves to the current adopted revision.sync/electrical-acceptance-testing, with every departure from the recommended setting listed and the coordination at the as-left value demonstrated
  • the final settings record in the formats the datasheet selects under Settings Record Format
  • the native model files of the analysis software, carrying the final settings, with the software version and device library revision that produced the report
  • the written acceptance of the Engineer of Record for every coordination deficiency accepted under Coordination Deficiencies
  • the re-study trigger list described under Study Revisions and Re-Study Triggers, written for the Owner's operations staff
  • the documentation that NFPA 70 700.32, 701.32, 708.54, 620.62, and 645.27 require to be made available for the selective coordination of the circuits they govern, where any such circuit is on the project
Closeout Submittalscheckbox
☑ Final study report at as-left settings
☑ Final settings record
☑ Native model files with final settings
☑ Engineer of Record acceptance of each coordination deficiency
☑ Re-study trigger list
☑ Selective coordination documentation for code-governed circuits
3.2.2 The native model files shall be delivered in a form the Owner can open and edit with a licensed copy of the software, without a password, a locked library, or a dependency on the study engineer's account.

4 Quality Assurance

4.1 Study Engineer

4.1.1 The study shall be performed by the study engineer indicated in the datasheet.
Study Engineerselect
The engineer performing the short-circuit study
Engineer of Record
Independent engineer engaged by the Contractor
Equipment manufacturer's engineering services
Testing organization's engineering group
NOTE The three studies are built on one model, and the engineer who built it for the short-circuit study already holds every impedance, every device, and every assumption this study needs, which is why one engineer performs all three on nearly every project and the short-circuit study standard is where that engineer is chosen; the Engineer of Record performs the coordination study separately where the settings decide the design, as on a system whose selective coordination governs the choice between power breakers and molded-case breakers; an independent engineer engaged by the Contractor is the arrangement where the coordination study is priced as a construction deliverable and built from the devices actually furnished; the equipment manufacturer's engineering services know their own trip units and their own selectivity tables best and are the only party with the published data for some pairs, and their settings for other makers' devices and for the relays rest on the data handed to them; the testing organization's engineering group puts the settings and the test set in one firm's hands, so that the party injecting each trip unit computed the value it is set to. (4.1.2)
4.1.3 The study shall be performed under the responsible charge of a Professional Engineer licensed in the jurisdiction of the project, and the report, the curve sheets, and the settings table shall bear that engineer's seal and signature.
4.1.4 Where the datasheet selects an engineer other than the one performing the short-circuit study, the study engineer shall have performed not fewer than five coordination studies on systems of the same voltage class and of comparable size within the five years before the study, and shall name them in the qualifications.
4.1.5 Where the equipment manufacturer's engineering services perform the study, the study shall set every device within the study extent, whether or not the manufacturer furnished it, and a study limited to the manufacturer's own equipment shall not be accepted.
4.1.6 Where the study engineer is not the Engineer of Record, the Engineer of Record shall review the study report and return it before any setting it recommends is applied to a device.
4.1.7 Where the study engineer and the Engineer of Record disagree on a criterion, a setting, or the acceptance of a deficiency, the Engineer of Record shall make the determination and the study shall record it in the report.

4.2 Model, Software, and Delivery

4.2.1 The study shall be performed on the model the short-circuit study delivers under Short Circuit StudyShort-Circuit StudyResolves to the current adopted revision.sync/short-circuit-study, in the analysis software and at the device library revision that study identifies, and shall not be started until that study has been reviewed and returned.
4.2.2 Where the short-circuit study was performed by hand calculation, the coordination study shall be performed in commercial power system analysis software on a model built from the short-circuit study's one-line diagram, input data tables, and results, and the model shall be verified against those results at the service equipment and at the secondary of every transformer before any curve is plotted.
4.2.3 The device library shall contain the published time-current characteristic of every device within the study extent at the revision the manufacturer currently publishes, and a device not in the library shall be entered from the manufacturer's published curve data, with the source curve included in the report appendix.
4.2.4 The study shall be delivered at the stage the short-circuit study is delivered under Short Circuit StudyShort-Circuit StudyResolves to the current adopted revision.sync/short-circuit-study, and where that study is delivered before equipment release with an as-built update, the coordination study shall be re-run on the updated model and re-issued before the equipment within the study extent is energized.
4.2.5 Where the short-circuit study is delivered after installation, the Contractor shall furnish the coordination study and the settings record before any device within the study extent is energized, and no device shall be energized at its shipping settings.
NOTE A coordination study drawn by hand or in general plotting software cannot be checked against the published characteristic of the device, and a study run on a model that differs from the short-circuit study's gives a clearing time at a fault current that was never calculated. One model, one library, and one chain of custody from the first study to the arc-flash label is the whole reason the three studies are specified as a sequence. (4.2.6)

4.3 Study Extent

4.3.1 The study shall extend downstream through the devices indicated in the datasheet.
Study Extentselect
Through the main device of every panelboard and motor control center
Through the largest branch or feeder device of every panelboard and the branch device of every individually modeled motor
Through every overcurrent device, including every branch circuit device
NOTE Stopping at the main of each panelboard sets every feeder and every main and leaves the branch devices to the manufacturer's curves, which is the extent of a study whose purpose is the settings of the adjustable devices; carrying the study through the largest device in each panelboard and through the branch device of each motor large enough to be modeled on its own checks the pair that is most likely to overlap, the largest branch breaker against the feeder above it, and costs one more curve per panelboard, which is why most studies draw the line there; plotting every branch device, down to the lighting and receptacle circuits, is the extent that the selective coordination articles of NFPA 70 require on the circuits they govern, and on normal distribution it multiplies the sheets without changing a setting. (4.3.2)
4.3.3 On every circuit the datasheet identifies under Circuits Requiring Selective Coordination, the study shall extend through every overcurrent device to the load, including every branch circuit device, regardless of the extent selected above.
4.3.4 Motors modeled individually shall be the motors at or above the threshold the short-circuit study selects under Short Circuit StudyShort-Circuit StudyResolves to the current adopted revision.sync/short-circuit-study, and the branch device and overload relay of every such motor shall be within the study extent.

5 Coordination Criteria

5.1 Degree of Coordination

5.1.1 Overcurrent devices in series on normal distribution shall be coordinated to the degree indicated in the datasheet.
Degree of Coordination, Normal Distributionradio
○ Selective for the full range of overcurrents to the maximum available fault current
○ Selective for overcurrents whose duration extends beyond 0.1 s
○ Selective for overcurrents whose duration extends beyond 0.01 s
○ Coordinated to the extent the devices furnished permit, with every overlap documented
NOTE Selectivity for the full range of overcurrents, as NFPA 70 Article 100 defines selective coordination, means that at every current from the lowest overload to the maximum available fault current the downstream device clears before the upstream device begins to open, which on low-voltage systems is reached with power circuit breakers carrying short-time delay, with fuses selected by ratio, or with molded-case breakers whose tested selectivity tables cover the pair, and which is the degree the code requires on the circuits it names; selectivity beyond 0.1 s ignores the overlap in the instantaneous region of two molded-case breakers for faults that clear in less than 0.1 s, on the ground that a fault at the available current clears so fast that the loss of the upstream device is accepted, and it is the degree NFPA 70 517.31(G) states for the health care essential electrical system; selectivity beyond 0.01 s ignores only the overlap below one half cycle, where the instantaneous elements of two breakers both unlatch, and is the degree a project chooses where it wants selectivity through the short-time region without buying the selectivity tables; coordination to the extent the devices permit sets every adjustable device as well as the system allows, documents each overlap with its current range, and is the degree a normal distribution system is held to where an upstream trip on a bolted fault is an inconvenience and not a hazard. No one degree is the norm for normal distribution, and the choice turns on what a fault on a feeder is allowed to take down. (5.1.2)
5.1.3 Whatever degree the datasheet selects, every device shall operate for the minimum fault current at the far end of the circuit it protects, as the short-circuit study calculates it, within the time the conductor damage curve of that circuit allows.
NOTE A device that does not operate for the minimum fault at the end of its circuit leaves an arcing fault to burn until the next device upstream sees it, and the study checks the low end of every curve for that reason as carefully as the high end. The minimum case of the short-circuit study, on the generator alone and with the motors removed, is where the far-end fault is smallest. (5.1.4)

5.2 Circuits Requiring Selective Coordination

5.2.1 The overcurrent devices on every circuit indicated in the datasheet shall be selectively coordinated with all supply-side overcurrent protective devices for the full range of overcurrents, as the article of NFPA 70 that governs that circuit requires, regardless of the degree selected for normal distribution.
Circuits Requiring Selective Coordinationcheckbox
☐ Emergency system, NFPA 70 700.32
☐ Legally required standby system, NFPA 70 701.32
☐ Critical operations power system, NFPA 70 708.54
☐ Health care essential electrical system, NFPA 70 517.31(G)
☐ Elevator feeders serving more than one driving machine disconnecting means, NFPA 70 620.62
☐ Critical operations data system, NFPA 70 645.27
Derived — the systems shown on the one-line diagram and the articles of NFPA 70 that classify them (by default)
NOTE Which circuits must be selectively coordinated is not a choice the study makes; it follows from the systems the one-line diagram shows and the articles that classify them, which the emergency power standard and the health care standard settle. The study takes the classification and demonstrates the coordination. (5.2.2)
5.2.3 On a health care essential electrical system, the selective coordination shall be demonstrated by the rule NFPA 70 517.31(G) states, and the time threshold that article applies shall be stated in the criteria statement.
5.2.4 The study shall apply an exception of NFPA 70 700.32, 701.32, or 708.54 to a pair only where the report cites the exception in the adopted edition and documents the condition that satisfies it for that pair.
NOTE The exception for two devices in series with no load connected between them is the common case: a feeder breaker and the main of the panelboard it feeds alone remove the same loads whichever one opens, so the code does not ask them to coordinate with each other, and a study that treats that pair as a deficiency finds one where the code sees none. (5.2.5)
5.2.6 Selective coordination on a circuit the datasheet identifies shall be demonstrated on every source that can supply it, including the alternate source alone, at the fault currents the short-circuit study calculates for that source.
5.2.7 A series-rated combination shall not be applied on a circuit the datasheet identifies, and a series-rated combination that the short-circuit study proposes as the remediation of a deficiency on any other circuit shall be reported by this study as non-selective at the currents above the instantaneous pickup of the upstream device before it is accepted.
5.2.8 Where the devices furnished on a circuit the datasheet identifies cannot be coordinated selectively, the study shall report the device changes that achieve it and the Engineer of Record shall direct them.
5.2.9 The selective coordination of the circuits the datasheet identifies shall be documented in the report in the form NFPA 70 requires to be made available to those who design, install, inspect, maintain, and operate the system, and the closeout submittal of the report is how this standard meets that requirement.

5.3 Coordination Time Intervals

5.3.1 Where an inverse-time relay is the upstream device, the study shall maintain not less than the interval indicated in the datasheet between the relay's operating curve and the maximum clearing curve or band of the downstream device, at every current at which both operate.
Coordination Time Interval, Electromechanical Relay Upstreamrange
Not less than
s
0.20.250.30.350.40.50.6
Coordination Time Interval, Microprocessor Relay Upstreamrange
Not less than
s
0.150.20.250.30.350.40.5
NOTE The interval between two relays is built from parts: the opening time of the upstream breaker, about five cycles on a medium-voltage breaker; the overtravel of an induction disc that keeps turning after the fault is cleared, about 0.1 s; the tolerance of the relay and its current transformer; and a safety margin. IEEE 242 arrives at about 0.4 s for an electromechanical relay and about 0.3 s for a microprocessor relay, which has no overtravel, and those are the figures most studies use without discussion; an interval of 0.2 to 0.25 s is used where the relays are field-calibrated and the breaker opening time is known, and every 0.1 s saved at one level is 0.1 s saved at every level above it; a longer interval buys margin against an uncalibrated relay at the cost of a slower main and a higher incident energy at every bus the main protects. (5.3.2)
5.3.3 Where a fuse is the downstream device, the interval shall be measured from the total clearing curve of the fuse to the operating curve of the upstream relay, and shall be not less than the interval indicated in the datasheet.
Coordination Time Interval, Relay Upstream of a Fuserange
Not less than
s
0.10.150.20.250.30.4
NOTE A fuse's total clearing curve already includes its arcing time, and the upstream relay need only not have operated by the time the fuse clears, so the opening time of the upstream breaker drops out of the interval; what remains is the relay's overtravel and tolerance, about 0.2 s for an electromechanical relay and 0.1 to 0.15 s for a microprocessor relay. (5.3.4)
5.3.5 Where two low-voltage circuit breakers with published clearing bands are in series, the study shall demonstrate that the minimum clearing band of the upstream device sits above the maximum clearing band of the downstream device with not less than the separation indicated in the datasheet, at every current at which both operate.
Band Separation, Low-Voltage Trip Units in Seriesrange
Not less than
s
0.020.030.050.1
NOTE The published band of a low-voltage trip unit already contains the tolerance of the sensor, the trip unit, and the mechanism, so two bands that do not touch are coordinated with no further allowance, and a separation of zero is the practice on nearly every study; a project adds a separation where the trip units are of different makes whose bands were measured under different test standards, or where it wants a visible gap on the sheet for the reviewer. (5.3.6)
5.3.7 Where two fuses are in series, the study shall demonstrate selectivity by the manufacturer's published selectivity ratio tables for the fuse classes and speeds of the pair, and where the pair is not covered by a table, by the total clearing curve of the downstream fuse against the minimum melting curve of the upstream fuse at every current.
5.3.8 The minimum melting curve of an upstream fuse shall be reduced for preloading and ambient temperature by the factor the manufacturer publishes, and where the manufacturer publishes none, its melting time shall be reduced by 25 percent before the comparison is made.
NOTE A fuse that has been carrying load is part way to melting before the fault arrives, and a fuse in a hot enclosure melts sooner still. The published minimum melting curve is drawn for a cold fuse at room temperature, so a study that compares it unadjusted shows a margin the fuse does not have. (5.3.9)
5.3.10 A selectivity ratio table applies only to two fuses of the manufacturer that published it, and where the study relies on a table, the report shall state that both fuses of the pair are to be of one manufacturer and the settings record shall carry that restriction against each position.

5.4 Instantaneous-Region Selectivity

5.4.1 Where the time-current curves of two low-voltage circuit breakers overlap in the instantaneous region, the study shall establish selectivity in that region on the basis indicated in the datasheet.
Instantaneous-Region Selectivity Basisradio
● Manufacturer's published selectivity tables for the tested pair accepted
○ Time-current curves only
NOTE The published curve of a molded-case breaker stops at the instantaneous pickup, and two such curves overlap at every current above the lower pickup, yet the pair is often selective in a test because the downstream breaker is current-limiting and clears before the upstream element unlatches. Manufacturers publish selectivity tables, built from tests of each pair, that state the current up to which the pair is selective, and nearly every study accepts them because a system of molded-case breakers cannot be shown selective any other way; a project that accepts the curves alone treats every instantaneous overlap as a deficiency, which is the posture of an Owner who does not want selectivity to depend on both breakers staying the make and type that were tested. (5.4.2)
5.4.3 Where the tables are accepted, the study shall cite the table, its revision, and the tested pair for every position whose selectivity rests on it, and the settings record shall carry against each such position the make and type of both devices the table requires.
5.4.4 Where the tables are accepted and the available fault current at the downstream device exceeds the current the table states for the pair, the pair shall be reported as a deficiency above that current.

5.5 Selectivity and Incident Energy

5.5.1 Where a setting that achieves the coordination required raises the incident energy at a bus, and a setting that lowers the incident energy loses the coordination, the study shall resolve the pair by the priority indicated in the datasheet on normal distribution.
Setting Priority Where Selectivity and Incident Energy Conflictradio
○ Selectivity, with the incident energy addressed by arc energy reduction and work practices
○ Incident energy, with the overlap documented as a coordination deficiency
○ Resolved pair by pair by the Engineer of Record
NOTE Every second of delay a main is given so that a feeder can clear first is a second an arc on the main bus burns, and the two studies that share this model pull the same setting in opposite directions. Holding selectivity and reducing the energy another way, with zone-selective interlocking that drops the delay when no feeder sees the fault, a maintenance switch during work, or differential relaying, keeps the system up through a feeder fault and is the posture of a facility that cannot lose a bus, at the cost of the arc energy reduction equipment the equipment standards carry; holding the incident energy lets the main trip on a feeder fault in exchange for a lower category at every piece of equipment on that bus, and is the posture of a facility whose work is done live and whose feeders can be lost; resolving each pair with the Engineer of Record is the arrangement where the buses differ, a data hall on one feeder and a loading dock on another. The incident energy itself is calculated under the arc-flash study, which is why this field decides the priority and not the number. (5.5.2)
5.5.3 On every circuit the datasheet identifies under Circuits Requiring Selective Coordination, the selective coordination shall govern, and the incident energy shall be addressed by the arc energy reduction method the equipment standard selects and by the arc-flash study.
5.5.4 Where an equipment standard selects zone-selective interlocking as its arc energy reduction method, the study shall set the restrained and the unrestrained short-time and ground-fault delays of every participating trip unit and shall demonstrate that the coordination required is held with the interlock in service and with it failed to restrained.
5.5.5 Where an equipment standard selects an energy-reducing maintenance switch, the study shall demonstrate the coordination required with the switch in its normal position and shall state the setting the switch applies in its maintenance position on the settings record.
5.5.6 Where an equipment standard selects an instantaneous trip or an instantaneous override set below the available arcing current as its arc energy reduction method under NFPA 70 240.87(B), the study engineer shall obtain the minimum arcing current at that equipment from the engineer performing the arc-flash study under Arc Flash StudyArc-Flash StudyResolves to the current adopted revision.sync/arc-flash-study, shall set the pickup below it, and shall include the documentation NFPA 70 240.87(A) requires in the report.
NOTE A maintenance switch lowers the pickup only while a worker remembers to turn it on, and the study coordinates the system for the other 99 percent of its life; a zone-selective interlock pays the short-time delay only when a downstream trip unit reports that it sees the fault, so it is the one method that gives up nothing in either study, and it needs the trip units above and below to be wired to each other, which the equipment standards carry. (5.5.7)

6 Equipment and Source Curves

6.1 Utility Protective Device

6.1.1 The Contractor shall request from the serving utility, in writing, the time-current characteristic and the settings of the utility's protective device immediately upstream of the point of delivery, and shall include the request and the response in the report.
6.1.2 The service overcurrent device shall be coordinated with the utility's protective device as indicated in the datasheet.
Coordination With the Utility Protective Deviceradio
○ Required, service device set to clear before the utility device
○ Utility device plotted for information, service device not held below it
NOTE A utility that furnishes the curve of its fuse or recloser usually asks the customer's service device to clear first, so that a fault inside the building does not open the utility's device and take the neighbors with it, and the service main is then set below the utility curve as the first constraint of the whole study; a utility that furnishes nothing, or one whose device is a substation breaker set far above the service, is plotted for information and the service device is set from the equipment it protects. The utility's curve is the one input this study owns outright, because the short-circuit study needs only the utility's fault current and X/R and never asks for the curve. (6.1.3)
6.1.4 Where the utility declines to furnish the characteristic of its device, the study shall record the request and the response, shall set the service device to the maximum the utility's published service requirements permit where it states one, and shall report that coordination with the utility device was not demonstrated.

6.2 Transformers

6.2.1 For every transformer within the study extent, the through-fault protection curve of IEEE C57.109 for a liquid-immersed unit or IEEE C57.12.59 for a dry-type unit shall be plotted on the sheet that carries the transformer's primary and secondary devices, for the category that guide assigns to the transformer's kVA.
6.2.2 The through-fault curve of a transformer within the categories for which the guides publish two curves shall be the curve indicated in the datasheet.
Transformer Through-Fault Curve Appliedradio
● Infrequent-fault incidence curve
○ Frequent-fault incidence curve
NOTE The guides publish one curve for a transformer whose secondary rarely sees a through fault, which is the transformer inside a building feeding switchgear and cable, and a lower curve for a transformer whose secondary feeds overhead lines or a process where faults are a matter of routine, on the ground that the winding's mechanical life is spent one through fault at a time. The infrequent curve is the one nearly every building transformer is protected to, and the frequent curve is applied to a unit whose secondary serves exposed conductors or a load with a history of faults. (6.2.3)
6.2.4 Where a transformer's secondary serves overhead conductors or a load the Engineer of Record designates as subject to frequent faults, the frequent-fault incidence curve shall be applied to that transformer regardless of the datasheet selection.
6.2.5 The through-fault curve shall be shifted for the transformer's connection when the primary device is compared against it for a secondary line-to-ground fault, so that a delta-wye transformer's curve is plotted at 58 percent of its three-phase value on the primary side.
6.2.6 The primary overcurrent device shall clear a bolted fault at the secondary terminals, in the maximum case, before the through-fault curve is reached, and the secondary overcurrent device, where one is furnished, shall clear a fault at the end of the secondary conductors before the curve is reached.
6.2.7 The magnetizing inrush of every transformer shall be plotted on the primary side as a point at the multiple of rated full-load current indicated in the datasheet for a duration of 0.1 s, and the primary device shall not operate at that point.
Transformer Inrush Pointrange
× full-load current
8101225
NOTE A transformer energized at the wrong point on the voltage wave draws a magnetizing current that a primary fuse or relay cannot tell from a fault, and the inrush point is where the study makes sure the primary device rides through it. Twelve times full-load current for 0.1 s is the figure IEEE C37.91 gives for most distribution transformers and the one nearly every study plots; 8 times is the figure for a small unit or one the manufacturer has measured lower; 25 times is the first half-cycle peak that a fast fuse or an instantaneous element on a large unit is checked against at 0.01 s in addition to the 0.1 s point. Where the manufacturer publishes the inrush of the unit furnished, that value governs. (6.2.8)
6.2.9 Where the transformer manufacturer publishes the inrush characteristic of the unit furnished, that characteristic shall be plotted in place of the datasheet point.
6.2.10 The rating of a primary or secondary device and the setting of a primary relay shall not exceed the maximum NFPA 70 450.3 permits for the transformer's voltage, impedance, and supervision, and the study shall state the NFPA 70 450.3 limit against each transformer in the settings table.
6.2.11 Where the primary device is a fuse, the study shall select the fuse's ampere rating and speed from the inrush point, the through-fault curve, the NFPA 70 450.3 limit, and the secondary device's curve, and the selection shall be delivered to the equipment standard that furnishes the fuse.

6.3 Motors and Motor Controllers

6.3.2 The overload relay's trip curve shall lie above the starting curve and below the motor's thermal limit curve, and where the manufacturer publishes no thermal limit curve, the study shall apply the locked-rotor time at the motor's locked-rotor current as the limit.
6.3.3 The study shall recommend the setting of every adjustable overload relay for the full-load current, the service factor, and the temperature rise of the motor served, within the limits of NFPA 70 430.32, starting from the trip class the equipment standard selects for the controller and changing the class only where the starting curve or the thermal limit curve of the motor requires it, with the change delivered to that equipment standard.
6.3.4 The branch overcurrent device of every motor shall be set or selected within the limits of NFPA 70 430.52, and where an instantaneous-trip circuit breaker is furnished, the study shall set its pickup above the motor's asymmetrical inrush and shall not exceed the percentage NFPA 70 430.52(C)(3) permits for the motor's design letter.
6.3.5 Where a soft starter or a drive supplies the motor, the study shall plot the current limit of the starter or drive as the starting curve, and where the controller carries a bypass, shall plot the across-the-line starting curve for the bypass as well.
6.3.6 For a medium-voltage motor, the study shall set the motor protection relay's thermal, locked-rotor, overcurrent, and ground-fault elements in accordance with IEEE C37.96 from the data the motor manufacturer publishes, and shall plot them against the motor's starting and thermal limit curves and the upstream device.
NOTE A motor's overload relay is set from the motor's nameplate, and the trip class is selected from how long the motor takes to start; the study does not choose either from the code limits alone, because a relay that meets 430.32 and trips on every start protects nothing. The equipment standards select the class the controller is furnished with, and this study is where the selection is checked against the motor that is actually driven. (6.3.7)

6.4 Conductors

6.4.1 The short-circuit damage curve of ICEA P-32-382 shall be plotted for the conductors indicated in the datasheet, for the conductor material, insulation temperature rating, and size of each run, on the sheet that carries the device protecting the run.
Conductor Damage Curves Plottedselect
Every service conductor and feeder
Every service conductor, feeder, and motor branch circuit
Every conductor protected by a device with a short-time delay or by a time-delayed relay
NOTE A conductor's damage curve is the limit the device above it must clear beneath, and the conductor that is at risk is the one whose protecting device waits: a feeder from a main with a short-time delay, a service conductor under a relay with a time dial, or a motor branch circuit whose instantaneous-trip breaker is set high for the inrush. Plotting every service conductor and feeder covers the conductors large enough to matter and the devices most likely to be delayed, and is the extent most studies plot; adding the motor branch circuits covers the conductor under a high-set instantaneous-trip breaker; limiting the plot to conductors under a delayed device plots only the runs that can fail the check and is the extent of a study with hundreds of feeders under instantaneous devices. (6.4.2)
6.4.3 The device protecting a run shall clear the maximum fault current at the near end of the run before the damage curve is reached, and the minimum fault current at the far end of the run before the damage curve is reached at that current.
6.4.4 For a shielded medium-voltage cable, the short-circuit withstand of the shield under ICEA P-45-482 shall be plotted against the ground-fault clearing time of the device protecting the cable at the maximum line-to-ground fault current.
6.4.5 Where the cable manufacturer publishes a damage curve for the cable furnished that is more restrictive than the ICEA curve, the manufacturer's curve shall govern.

6.5 Generators and Inverter-Based Sources

6.5.1 For every generator within the study extent, the study shall plot the decrement curve of the alternator furnished, as the generator standard requires the manufacturer to state it, on every sheet that carries a device the generator supplies alone, and shall demonstrate that every such device clears a fault in the minimum case before the decrement curve falls below the device's pickup.
6.5.2 Where the decrement curve of a shunt-excited alternator falls below the pickup of a device the set feeds before that device operates, the study shall report the device to the Engineer of Record as one that does not clear on generator power, with the excitation change, the setting change, or the device change that resolves it.
6.5.3 The study shall set the overcurrent, voltage-restrained or voltage-controlled overcurrent, and ground-fault elements of every generator breaker and generator protection relay in accordance with IEEE C37.102 from the data the generator manufacturer publishes, and shall coordinate them with the devices the generator supplies in the generator-alone and paralleled cases.
6.5.4 Where paralleling switchgear is furnished, the study shall set every protective function of its generator and bus relays, including the reverse-power, under- and overvoltage, under- and overfrequency, loss-of-excitation, and differential functions the equipment standard furnishes, from the alternator and engine data the manufacturer publishes and the paralleling scheme the equipment standard describes, and shall deliver the settings on the settings record that standard requires.
6.5.5 Where a generator breaker carries a ground-fault function on a set serving other than an Article 700 system, the study shall set its pickup and delay to coordinate with the ground-fault devices downstream, and where the set serves an Article 700 system, the study shall record the ground-fault function as indication only, as NFPA 70 700.31 and the generator standard require.
NOTE A generator supplies a fault current that falls within seconds to a value near its full-load rating, and a feeder device set on utility power to trip at ten times the generator's rating may never see that current on generator power. Every device the generator feeds alone is checked against the decrement curve for that reason, and the check is where a shunt-excited alternator or a thermal-magnetic generator breaker is found out. (6.5.6)
6.5.7 For every uninterruptible power supply, energy storage inverter, and photovoltaic inverter within the study extent, the study shall plot the current limit and its duration as the manufacturer publishes them, and shall demonstrate that every device the source supplies in inverter operation clears a fault within that duration or shall report the device as dependent on the source's bypass for fault clearing.
6.5.8 For every transfer switch within the study extent, the settings record shall identify the overcurrent device immediately upstream on each source, with its settings, so that the withstand and closing rating of the switch under Automatic Transfer SwitchesAutomatic Transfer SwitchesResolves to the current adopted revision.sync/automatic-transfer-switches is evaluated against the device that actually protects it on each source.

6.6 Fire Pump Circuits

6.6.1 The study shall plot the fire pump branch overcurrent device and the fire pump controller's overcurrent device as sized under NFPA 70 695.4(B)(2), NFPA 20, and the fire pump controller standard, and shall not recommend a setting or a rating for either that is below what those articles require.
6.6.2 Every overcurrent device upstream of the fire pump branch device shall be set to coordinate with it for a fault on the fire pump circuit, and the study shall demonstrate that a fault elsewhere on the system does not open the device that supplies the fire pump.
NOTE The fire pump device is sized to carry the locked-rotor current of the pump motor indefinitely, which produces a curve that protects nothing downstream and is not meant to; the code chooses a burned pump motor over a dark sprinkler riser. The study's job on that circuit is to keep every device above it from opening first. (6.6.3)

7 Ground-Fault Coordination

7.1 Ground-Fault Protection Levels

7.1.1 Where ground-fault protection of equipment is furnished on two or more devices in series, the study shall coordinate the ground-fault functions on separate curve sheets from the phase coordination, at the maximum and minimum line-to-ground fault currents the short-circuit study calculates.
7.1.2 The pickup and the time delay of the ground-fault protection at the service shall be set by this study within the limits of NFPA 70 230.95(A), with a pickup not exceeding 1200 A and a maximum time delay not exceeding one second for a ground-fault current of 3000 A or more, and the setting shall be delivered to Electrical Service EntranceElectrical Service EntranceResolves to the current adopted revision.sync/electrical-service-entrance for the service equipment.
7.1.3 Where a second level of ground-fault protection is furnished on a feeder, the feeder's ground-fault function shall clear a ground fault on that feeder before the service device's ground-fault function operates, with the separation between their operating bands indicated in the datasheet.
Ground-Fault Band Separation, Two Levels in Seriesrange
Not less than
cycles
691218
NOTE NFPA 70 517.17(C) requires a six-cycle minimum separation between the operating time bands of the two levels of ground-fault protection on a health care essential electrical system, and six cycles is the separation nearly every two-level scheme is set to, because the service device is already held to one second at 3000 A and every cycle added below it is taken from the feeder; a longer separation is used where the two devices are of different makes whose bands were measured differently, or where a third level below the feeder needs room of its own. (7.1.4)
7.1.5 Where a health care facility is served, the second level of ground-fault protection shall be coordinated with the service level as NFPA 70 517.17 requires, and the pickup and time delay of each level shall be delivered to Healthcare Essential Electrical SystemsHealthcare Essential Electrical SystemsResolves to the current adopted revision.sync/healthcare-essential-electrical-systems for the values that standard carries.
7.1.6 Where a ground-fault function is furnished on a device that is not service equipment and no ground-fault function is furnished downstream of it, the study shall set the function's pickup and delay above the phase instantaneous clearing of every downstream device at the minimum line-to-ground fault current, so that a ground fault on a downstream circuit opens that circuit's device first.
NOTE A ground-fault relay at the service with no second level below it opens the whole building for a ground fault on any branch circuit that the branch breaker does not clear first, and the second level is what keeps a fault in one feeder inside that feeder. The service relay is set as slow and as high as the code allows for that reason, and the feeder relays are set inside the room it leaves. (7.1.7)
7.1.8 Where ground-fault protection is furnished on a system supplied by a generator or paralleled sources, the study shall verify the ground-fault coordination in each source case with the neutral grounding and the ground-fault sensing arrangement the equipment standards describe for that case.

8 Settings and Device Selections

8.1 Low-Voltage Trip Units

8.1.1 For every low-voltage circuit breaker with an adjustable trip unit, the study shall recommend a value for every adjustable function the trip unit carries, stated in the units and the steps the trip unit displays, including each of the following where the trip unit carries it:
  • the long-time pickup and the long-time delay, at the reference current the trip unit's curve family states
  • the short-time pickup, the short-time delay, and the I²t ramp in or out
  • the instantaneous pickup, or the instantaneous function off where the trip unit permits it and the coordination required calls for it, together with any instantaneous override the trip unit carries
  • the ground-fault pickup, the ground-fault delay, and the I²t ramp in or out
  • the restrained and unrestrained delays of a zone-selective interlock, and the function the interlock participates in
  • the setting the energy-reducing maintenance switch applies in its maintenance position
8.1.2 The study shall state the rating plug and the sensor rating each setting is referred to, and a setting that cannot be reached with the rating plug furnished shall be reported with the plug that reaches it, as an equipment change.
8.1.4 Where the trip unit furnished does not carry a function the coordination required depends on, including a short-time function where the pair above and below cannot otherwise be made selective, the study shall report the trip unit change on the equipment change list to the equipment standard that furnishes the breaker.

8.2 Protective Relays

8.2.1 For every protective relay within the study extent, the study shall recommend the setting of every enabled element, identified by its IEEE C37.2 device function number, in the units the relay accepts, and for every inverse-time overcurrent element shall state the pickup, the time dial or time multiplier, and the characteristic curve.
8.2.2 The inverse-time characteristic curves of the microprocessor relays shall be selected from the family indicated in the datasheet.
Relay Inverse-Time Curve Familyselect
IEEE C37.112 curves
IEC 60255 curves
Curves emulating the electromechanical relays elsewhere on the system
NOTE The moderately, very, and extremely inverse curves of IEEE C37.112 are the shapes the North American fuses and electromechanical relays were drawn to, so a microprocessor relay set on them coordinates with the fuse below it and the utility relay above it on the same geometry, and they are the family nearly every study in this market uses; the IEC 60255 curves are the family of a system whose other relays, or whose Owner's engineering practice, are written to IEC, and their standard inverse is flatter than any IEEE curve at high current; a relay set to emulate the electromechanical relays elsewhere on a campus, where the relay offers that characteristic, lets one coordination sheet hold old and new relays on one shape, at the cost of a curve the next relay may not offer. (8.2.3)
8.2.4 The instantaneous element of a relay protecting a transformer primary shall be set above the transformer's inrush and above the maximum fault current on the secondary reflected to the primary, with a margin of not less than 25 percent on the reflected current and the DC offset the relay responds to, so that the element operates only for a fault between the relay and the transformer.
8.2.5 The instantaneous element of a relay protecting a feeder shall be set above the maximum fault current at the far end of the feeder, with the same margin, or shall be disabled where the feeder is short enough that no setting separates the near-end from the far-end fault, and the study shall record which was done.
8.2.6 Directional, differential, and distance elements shall be set from the current transformer ratios and accuracy classes, the impedances, and the zone boundaries the Engineer of Record's relaying scheme states, and the study shall plot the differential and pilot zones on the one-line diagram in the report so that the overcurrent settings are shown as the backup to them.
8.2.7 Where the relay furnished does not carry an element, a curve, or a setting range the coordination required depends on, the study shall report the relay change on the equipment change list to the equipment standard that furnishes the relay.

8.3 Fuses

8.3.1 Where an equipment standard leaves the ampere rating, the class, or the speed of a fuse to this study, the study shall select the fuse from the load current, the inrush or starting current it must carry, the damage curve it must clear beneath, and the selectivity ratio to the fuses above and below it, and shall deliver the selection to that equipment standard for the fuses it furnishes.
8.3.2 Where a fuse is the primary protection of a medium-voltage transformer or feeder, the study shall select the fuse's rating and type, E-rated for a transformer or feeder and R-rated for a motor circuit, with the minimum melting curve above the inrush or the starting current and the total clearing curve below the through-fault curve, the conductor damage curve, and the upstream device.
8.3.3 The settings record shall carry, against every fused position, the fuse class, speed, ampere rating, and interrupting rating the study selected, and the restriction to one manufacturer where selectivity rests on a ratio table.
NOTE A fuse has no setting, so the only thing the study can do with one is choose it, and the choice is made before the equipment is ordered or not at all. A fuse clipped in later because it was the one in stock is the most common way a coordinated system loses its coordination without a drawing changing. (8.3.4)

8.4 Coordination Deficiencies

8.4.1 Every pair of devices within the study extent that does not meet the criteria of this standard at every current at which both operate shall be listed in the report as a coordination deficiency, with the two devices by designation, the current range over which the pair does not coordinate, the operating case in which it occurs, the loads lost when the upstream device opens, and the remediation options available for it.
8.4.2 The study shall consider the following remediation options for each deficiency, as each applies:
  • a different setting on either device, where the criteria of this standard and the curves of the equipment permit it
  • a trip unit with a short-time function, a different rating plug, or a different sensor in the same frame
  • a different fuse class or speed in the same position
  • a current-limiting device downstream whose tested pair with the upstream device is covered by a selectivity table
  • zone-selective interlocking between the two devices, where both trip units support it
  • a different frame or a different device type in the position
  • acceptance of the deficiency by the Engineer of Record in writing, with the current range and the consequence recorded
8.4.3 No deficiency shall be accepted on a circuit the datasheet identifies under Circuits Requiring Selective Coordination.
8.4.4 Every accepted deficiency shall be accepted by the Engineer of Record in writing, and the acceptance shall state the current range, the loads lost, and the reason the remediation was not taken.
8.4.5 A deficiency between devices furnished as the contract documents specify, that the Engineer of Record declines to accept, shall be remediated as the Engineer of Record directs under the change provisions of the contract, and a deficiency that arises from a device the Contractor substituted for the one specified shall be remediated by the Contractor at no change in the contract sum.
8.4.6 Every device change the study requires shall be reported on the equipment change list before the device is released for manufacture where the study is delivered before equipment release, and a Contractor who releases a device before the study covering it is returned carries the cost of any change the study then requires.
NOTE Most real systems contain a pair that does not coordinate at some current, usually a main and a feeder whose instantaneous elements both see a bolted fault at the feeder's terminals, and the study is not a declaration that none exist. It is the list of where they are, how much current it takes to find one, and what it costs to remove it, so that the Engineer of Record decides with the numbers in hand rather than the Owner finding out at the first fault. (8.4.7)

9 Settings Record and Handoff

9.1 Settings Record Format

Settings Record Formatcheckbox
☑ Consolidated settings table, one row per device
☑ Per-device settings sheet with as-found and as-left columns
☐ Settings files in the native format of each programmable relay and trip unit
NOTE The consolidated table is what the Engineer of Record reads to see the system coordinate, and the per-device sheet is what the technician carries to the breaker and signs, so nearly every study delivers both; the native settings files are added where the relays and trip units are programmed by file rather than by keypad and the Owner wants the file that was loaded to be the file the engineer wrote, at the cost of the study engineer holding the configuration software of every make on the project. (9.1.2)

9.2 Handoff to the Field

9.2.1 The reviewed study shall be furnished to the testing organization as the informational submittal Electrical Acceptance TestingElectrical Acceptance TestingResolves to the current adopted revision.sync/electrical-acceptance-testing requires, and no setting shall be applied to a device from a study that has not been reviewed and returned.
9.2.2 The settings shall be applied by the party the datasheet of Electrical Acceptance TestingElectrical Acceptance TestingResolves to the current adopted revision.sync/electrical-acceptance-testing selects and shall be verified under that standard, and this study shall not direct a different party to apply them.
9.2.4 Where a setting is applied in the field at a value other than the study recommends and the Engineer of Record directs that it stand, the study engineer shall revise the curve sheets and the settings table to the as-left value and shall report any deficiency the as-left value creates.
NOTE The study is the only authority for a setting; the acceptance testing standard says so from the field's side, and this standard says so from the engineer's. The sheet the technician signs and the table the engineer sealed have to be the same numbers, and the five-day revision is what keeps a device that will not take its setting from being left at a value no one calculated. (9.2.5)

9.3 Handoff to the Arc-Flash Study

9.3.1 The final settings of every device within the study extent, with the clearing time of the device at the maximum and the minimum arcing current at each bus for every operating case, shall be furnished to the engineer performing the arc-flash study under Arc Flash StudyArc-Flash StudyResolves to the current adopted revision.sync/arc-flash-study on the day the study is returned, and again on the day any setting is revised.
9.3.2 The arc-flash study shall not be started on settings this study has not issued, and where a setting is revised after the arc-flash study has been performed on it, the Contractor shall not energize the equipment whose label rests on the superseded setting until the arc-flash study has been re-run.
NOTE An arc-flash label is a clearing time dressed as a number of calories, and the clearing time is a setting from this study. A label calculated on a design setting that the field never applied, or on a setting this study revised the week after, is wrong by exactly the difference, which is why the settings are issued to the arc-flash engineer as a dated deliverable and not read off a drawing. (9.3.3)

10 Study Report

10.1 Report Content

10.1.1 The study report shall contain the following, in a single sealed document with numbered pages:
  • a cover page with the project, the system studied, the study engineer, the date of issue, the revision history, and the seal and signature required under Study Engineer
  • an executive summary stating the study extent, the degree of coordination applied, the circuits requiring selective coordination and whether each was achieved, every coordination deficiency, and every equipment change required
  • the coordination criteria statement as returned, with the intervals, separations, bases, and priority applied
  • the one-line diagram of the short-circuit study, annotated with the designation of every device set and the curve sheet each appears on, and with the differential and pilot zones shown
  • the input data for every device set, giving the make, type, frame, sensor or rating plug, setting ranges, and curve reference, and for every curve plotted, its source
  • the utility's written request and response and the utility device characteristic
  • the curve sheets described under Curve Sheets
  • the consolidated settings table required under Settings Record Format
  • the deficiency list required under Coordination Deficiencies, with the remediation options and the acceptance of each accepted deficiency
  • the equipment change list
  • the selective coordination documentation for every circuit the datasheet identifies
  • the arc energy reduction documentation NFPA 70 240.87(A) requires, where the study set the method
  • the re-study trigger list
  • appendices holding the manufacturer curves, selectivity tables, decrement curves, and data sheets the settings rest on
10.1.2 The report shall be delivered in the formats the short-circuit study is delivered in under Short Circuit StudyShort-Circuit StudyResolves to the current adopted revision.sync/short-circuit-study, with the native model carrying the final settings.

10.2 Curve Sheets

10.2.1 Every device within the study extent shall appear on at least one curve sheet together with the device immediately upstream of it, and every sheet shall be plotted on logarithmic axes with current on the horizontal axis at a stated base voltage and time on the vertical axis, scaled so that every curve on the sheet is legible from its pickup to the maximum fault current plotted.
10.2.2 Every curve sheet shall show the following:
  • every device of the series pair or chain the sheet demonstrates, in distinct line styles, with the curve or the band drawn at the recommended setting and labeled with the device designation and the setting
  • the through-fault, damage, starting, thermal limit, decrement, and inrush curves and points that bound the settings on the sheet
  • a vertical marker at the maximum and the minimum fault current at each bus on the sheet, labeled with the bus, the case, and the value, as the short-circuit study calculated them
  • the coordination time interval or band separation measured at the point of closest approach between each pair, with the value
  • a title block identifying the sheet number, the buses, the base voltage, the operating case, the revision, and the date
  • a legend identifying every curve, band, point, and marker on the sheet
10.2.3 Where a pair is demonstrated by a selectivity table rather than by curves, the sheet shall carry a note naming the table, its revision, and the current up to which the pair is selective, at the point where the curves overlap.
10.2.4 Ground-fault coordination shall be plotted on separate sheets from phase coordination, and each operating case in which the settings differ shall be plotted on its own sheets.
NOTE A curve sheet is the argument for a setting, and a sheet that leaves off the fault current markers or the damage curves is a drawing of two curves that do not touch, which proves nothing about the system they are installed in. The reviewer reads the markers first. (10.2.5)

11 Study Revisions and Re-Study Triggers

11.1 Study Revisions Within the Project

11.1.1 The study engineer shall correct every error in a setting, a curve, or a table that is identified before the end of the project's correction period, and shall re-issue the affected sheets, the settings table, and the native model, at no cost to the Owner.
11.1.2 The study shall be revised whenever, after it is returned and before the equipment within the study extent is energized, the short-circuit study is revised, a device furnished departs from the device set in make, type, frame, trip unit, sensor, or rating plug, a fuse of a different class or rating is furnished, or a transformer, generator, or motor furnished departs from the one whose curve was plotted, and the revision shall re-plot every sheet the change affects.
11.1.3 A revision caused by a substitution or a change in the equipment furnished by the Contractor shall be made at the Contractor's cost, and a revision caused by a change in the utility's device, the design, or the short-circuit study's inputs shall be made as the Engineer of Record directs under the change provisions of the contract.
11.1.4 Every revision shall carry a revision number and date on the cover, a list of the settings that changed, and a statement of whether the arc-flash study needs to be re-run on it.

11.2 Re-Study Triggers

11.2.1 The report shall include a re-study trigger list, written for the Owner's operations staff, naming the events after which the Owner is to commission an updated coordination study before the affected portion of the system is returned to normal operation.
11.2.2 The re-study trigger list shall name at least the following events:
  • an updated short-circuit study under Short Circuit StudyShort-Circuit StudyResolves to the current adopted revision.sync/short-circuit-study, for any of the events that standard names
  • the replacement of a circuit breaker, trip unit, relay, or fuse with one of a different make, type, frame, class, or rating, including a replacement of either device of a pair whose selectivity rests on a tested table or a ratio table
  • a change to any setting the study recommends, for any reason
  • a firmware update to a relay or trip unit that changes its curve family or setting ranges
  • the addition, removal, or re-rating of a generator, an inverter-based source, or a UPS, or a change in the alternator of a generator
  • the addition of a motor at or above the individually modeled threshold, or of a transformer
  • a modification, addition, or replacement of any overcurrent device on an emergency, legally required standby, or critical operations power system, for which NFPA 70 700.32, 701.32, and 708.54 require the selective coordination to be re-evaluated
  • a change in the second level of ground-fault protection or in the neutral grounding of any source
  • notice from the utility of a change in its protective device or its settings
  • the five-year review of the arc-flash risk assessment under NFPA 70E 130.5(G), which rests on this study's settings
11.2.3 Where any trigger event occurs, the updated coordination study shall be followed by an updated arc-flash study under Arc Flash StudyArc-Flash StudyResolves to the current adopted revision.sync/arc-flash-study for the affected portion of the system, and the updated settings shall be applied and verified before the equipment is returned to normal operation.
11.2.4 The re-study trigger list shall be included in the operation and maintenance documentation of the electrical system, and the Owner's change procedures for the electrical system shall name the responsible engineer to be notified when a trigger event occurs.
NOTE Coordination is lost one device at a time, and almost never by a decision: a breaker replaced from stock with the same frame and a different trip unit, a fuse of the right amperage and the wrong speed, a relay firmware update that renamed the curve. None of them look like a reason to call an engineer, which is why the list is written in the words of the work rather than the words of the study. (11.2.5)

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"Protective Device Coordination Study," SynC Standards, revision 6. Licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/). Source: https://synergyinconstruction.com/standards/general/protective-coordination-study. Reference material only; not professional engineering advice and provided without warranty. Verify against governing codes and have a licensed professional review before use.