Secondary Unit Substations

Rev 1 · Updated Jun 13, 2026 · View history

1 Scope

NOTE A secondary unit substation is a single, factory-coordinated assembly comprising three close-coupled sections: a primary medium-voltage incoming section, a step-down transformer, and a secondary low-voltage distribution section, all furnished and warranted as one package by a single manufacturer. (1.1)
NOTE The defining characteristic is integration. Buying the three sections separately and bolting them together in the field defeats the purpose of the assembly standard and is the most common and most expensive mistake in this equipment class. (1.2)
NOTE This standard governs assemblies within the rating envelope of IEEE C37.121: primary voltage 601 V through 38 kV, transformer 112.5 kVA through 10,000 kVA three-phase, and secondary 208 V through 600 V. (1.3)
NOTE Equipment outside this envelope - a 40,000 kVA transmission substation, or a utility-owned primary substation - is not a secondary unit substation and is outside this standard. (1.4)
1.5The assembly shall be furnished as a close-coupled lineup in which the transformer is mechanically and electrically integrated with both the primary and secondary sections.
1.6The complete assembly shall be furnished and coordinated by a single manufacturer of record responsible for type-tested short-circuit withstand and arc-flash coordination across all three sections.
NOTE The transformer section, because it is mechanically integrated into the substation, is governed by IEEE C57.12.55 (dry-type) or IEEE C57.12.36 (liquid-immersed) rather than the general standalone transformer standards. (1.7)
NOTE This is the key distinction from Transformers, which covers standalone pad-mounted and dry-type units. (1.8)
1.9The transformer section shall not be specified to IEEE C57.12.00 or IEEE C57.12.01 alone; the integration requirements of IEEE C57.12.55 (dry-type) or IEEE C57.12.36 (liquid-immersed) shall also apply.
Installation environmentradio
Indoor, NEMA 1 (general purpose)
Indoor, NEMA 12 (dust/dripping-water tight)
Outdoor, NEMA 3R (non-walk-in)
Outdoor, walk-in weatherproof aisle

2 Referenced Standards

2.1Equipment, materials, fabrication, and testing shall comply with the latest adopted edition of each of the following unless a specific edition is cited.
2.2Where two referenced standards conflict, the more stringent requirement shall govern unless the Engineer of Record directs otherwise in writing.
Standard Title
IEEE C37.121-2020 Guide for Unit Substations 1 kV to 38 kV
IEEE C57.12.55-2015 Dry-Type Transformers Used in Unit Installations, Including Unit Substations
IEEE C57.12.36-2007 Requirements for Liquid-Immersed Distribution Substation Transformers
IEEE C57.12.00-2021 General Requirements for Liquid-Immersed Distribution, Power, and Regulating Transformers
IEEE C57.12.01-2015 General Requirements for Dry-Type Distribution and Power Transformers
IEEE C57.12.91-2020 Test Code for Dry-Type Distribution and Power Transformers
IEEE C37.20.2-2015 Metal-Clad Switchgear
IEEE C37.20.3-2001 Metal-Enclosed Interrupter Switchgear
IEEE 1584-2018 Guide for Performing Arc-Flash Hazard Calculations
IEEE 80-2013 Guide for Safety in AC Substation Grounding
NFPA 70 National Electrical Code (Articles 450 and 490)
NFPA 70E-2024 Standard for Electrical Safety in the Workplace
NEMA ST-20-2014 Dry-Type Transformers for General Applications
NEMA PB 2.2-2020 Application Guide for Ground Fault Protection on Low-Voltage Systems
ANSI/NETA ATS-2021 Acceptance Testing Specifications for Electrical Power Equipment and Systems
UL 1562 Transformers, Distribution, Dry-Type, Over 600 Volts
10 CFR Part 431 Subpart K DOE Energy Conservation Standards for Distribution Transformers
ASCE 7-22 Minimum Design Loads and Associated Criteria for Buildings and Other Structures

3 Submittals

3.1The Contractor shall submit the following Action Submittals for the Engineer's review and approval before fabrication:
  • Complete assembly outline and dimension drawings showing the close-coupled lineup, transition compartments, and overall footprint.
  • Transformer nameplate data: kVA ratings (self-cooled and forced-cooled), voltage taps, impedance, temperature rise, insulation class, and sound level.
  • Primary section single-line and three-line diagrams showing switch or breaker, fuses or relays, and instrument transformers.
  • Secondary section single-line showing bus ampacity, main and feeder devices, short-circuit current rating, and ground-fault protection.
  • Equipment short-circuit withstand and arc-flash incident-energy calculations per IEEE 1584 for both sections.
  • Seismic anchorage details and certification per ICC-ES AC156 for the specified site seismic parameters.
  • Concrete housekeeping pad and anchor-bolt template coordinated with the structural drawings.
Action submittals requiredcheckbox
Assembly outline and dimension drawings
Transformer nameplate and rating data
Primary section single-line and three-line
Secondary section single-line with SCCR and GFPE
Arc-flash incident-energy calculations (IEEE 1584)
Seismic anchorage certification (AC156)
Housekeeping pad and anchor-bolt template
3.2The Contractor shall submit the following Informational Submittals:
  • Certified factory test reports for the transformer, primary section, and secondary section.
  • Manufacturer's standard product warranty and any extended warranty offered.
  • Field acceptance test procedures the testing agency intends to follow per NETA ATS.
Informational submittals requiredcheckbox
Certified factory test reports (all three sections)
Manufacturer's product warranty statement
NETA ATS field acceptance test procedures
3.3The Contractor shall submit the following Closeout Submittals before final acceptance:
  • As-built single-line diagrams reflecting final tap settings and protective-device settings.
  • Operation and maintenance manuals for all three sections.
  • Final NETA ATS field acceptance test reports, including the energized arc-flash labels installed on the equipment.
  • Settings report from the completed protective coordination and arc-flash study (see Protective Coordination Study).
Closeout submittals requiredcheckbox
As-built single-line diagrams
Operation and maintenance manuals
Final NETA ATS field test reports
Installed arc-flash labels (photo record)
Coordination and arc-flash study settings report

4 Quality Assurance

4.1The manufacturer shall have produced unit substations of the specified ratings and configuration for not less than ten years.
4.2The assembly shall be the product of a single manufacturer; the primary section, transformer, and secondary section shall not be sourced from separate vendors and field-married.
NOTE The complete assembly shall carry type-tested short-circuit withstand ratings established by tests on the integrated lineup, not by component ratings combined on paper. (4.3)
NOTE A transformer rated to withstand a through-fault and a switchgear bus rated for a fault current do not, when bolted together, automatically produce a type-tested assembly. The single-source requirement exists precisely so that one manufacturer certifies the integrated withstand and the arc-flash labels. (4.4)
4.5The transformer section shall be DOE-compliant per 10 CFR Part 431; non-compliant units may not legally be sold in the United States.
4.6All field acceptance testing shall be performed by an independent testing agency accredited to NETA standards, not by the installing contractor.

5 Environmental and Service Conditions

5.1The assembly shall be rated for continuous operation at the site altitude, ambient temperature range, and humidity without derating below the specified ratings.
5.2Where site altitude exceeds 1000 m, transformer and switchgear ratings shall be derated per the applicable IEEE standard.
5.3Outdoor enclosures shall be rated for the design wind, ice, and solar loading.
5.4Outdoor enclosures shall include space heaters with humidistat or thermostat control to prevent internal condensation.
NOTE The assembly shall be seismically qualified for the site Risk Category and the site Ss and S1 spectral acceleration values per ASCE 7-22 Chapter 13 and certified per ICC-ES AC156. (5.5)
NOTE A unit substation weighs between roughly 5,000 lb and 50,000 lb. Seismic anchorage, the housekeeping pad, and the anchor-bolt pattern must be coordinated with the structural engineer early; omitting this coordination routinely produces RFIs and delays at delivery. (5.6)
Ambient temperature range (design)range
°C
-3050
-3040
Site altitude above which derating appliesrange
m
10004000
Default: 1000 m
Seismic qualification (ICC-ES AC156)radio
Required, certified for site Ss/S1
Not required (low seismicity site)

6 Primary Medium-Voltage Section

NOTE The most consequential single selection in a unit substation is the primary section type: a fused metal-enclosed interrupter switch, or a metal-clad drawout circuit breaker. (6.1)
NOTE A fused load-interrupter switch (IEEE C37.20.3) is the most common, lowest-cost primary for radial systems; it clears faults with current-limiting fuses and is replaced, not reset, after a fault. A metal-clad drawout vacuum breaker (IEEE C37.20.2) provides full, resettable fault interruption, relay protection, and drawout maintenance, and is selected for looped, utility-interconnected, or critical systems. The choice drives interrupting capability, maintenance access, and cost more than any other decision. (6.2)
6.3The primary section shall be rated for a maximum system voltage and a momentary and interrupting capability equal to or greater than the available fault current at the point of connection.
6.4A fused interrupter primary shall use current-limiting power fuses coordinated with the transformer inrush and the downstream protection.
6.5A metal-clad primary shall use drawout vacuum circuit breakers with multifunction protective relaying and provision for remote racking where arc-flash incident energy warrants.
NOTE Where required by the Owner or the facility insurer, the primary section shall be of arc-resistant construction tested to IEEE C37.20.7 accessibility type. (6.6)
NOTE Arc-resistant construction redirects the products of an internal arcing fault away from personnel. On medium-voltage sections the incident energy is high enough that arc-resistant equipment, remote racking, or both are frequently the only practical way to bring the labeled PPE category to a workable level. (6.7)
Primary section typeradio
Fused metal-enclosed interrupter switch
Metal-clad drawout vacuum circuit breaker
Primary voltage classradio
5 kV (4.16 kV system)
15 kV (12.47-13.8 kV system)
27 kV
38 kV
Primary section interrupting/withstand ratingselect
25
40
50
Arc-resistant primary construction (IEEE C37.20.7)radio
Required
Not required
6.8The incoming primary feeder to the substation is covered by Medium Voltage Cables; its termination compartment and lugs are part of this assembly.

7 Transformer Section

NOTE The transformer type drives the fire-protection and vault requirements for the entire installation more than any other single attribute. (7.1)
NOTE A liquid-immersed transformer using flammable mineral oil generally requires a fire-rated vault indoors per NEC 450. A less-flammable dielectric fluid (natural ester or silicone) listed for indoor installation per NEC 450.23 may be installed indoors without a vault. A dry-type unit eliminates fluid entirely but is larger, louder, and limited in kVA per frame. Select the type against the fire-protection strategy, not against first cost alone. (7.2)
7.3The transformer shall be three-phase, with primary and secondary voltages, connection, and tap arrangement coordinated with the primary and secondary sections of the assembly.
7.4A liquid-immersed transformer installed indoors shall use a less-flammable dielectric fluid listed for indoor installation without a vault, or shall be installed in a fire-rated vault per NEC 450 Part III.
7.5A ventilated dry-type transformer rated above 1000 kVA installed indoors shall be located in a transformer room with not less than a 1-hour fire-resistance rating per NEC 450.21(B).
NOTE The transformer shall be selected at not less than 125 percent of the present connected load to provide a load-growth margin, and the impedance and kVA shall be coordinated with the secondary short-circuit current rating before the rating is fixed. (7.6)
NOTE Impedance and kVA together set the available fault current at the secondary terminals. Reducing impedance from 5.75 percent to 4 percent raises that fault current by roughly 30 percent and can force a more expensive secondary bus rating. (7.7)
7.8The transformer nameplate impedance shall not be changed from the specified value without rerunning the downstream fault-current and short-circuit coordination analysis.
7.9The transformer shall meet the minimum efficiency of DOE 10 CFR Part 431 at its rated load; oversizing the unit so that it operates far below its peak-efficiency load point shall be avoided.
7.10The transformer shall be provided with a winding-temperature monitor with alarm and trip contacts wired to the secondary section.
7.11Where future load growth is anticipated, the transformer shall be provided with forced-air cooling (KNAF or FA) to raise the self-cooled rating without replacing the unit.
Transformer typeradio
Dry-type, ventilated (VPI/VPE)
Dry-type, sealed/encapsulated (cast-coil)
Liquid-immersed, less-flammable natural ester fluid (NEC 450.23 listed)
Liquid-immersed, mineral oil
Transformer self-cooled ratingselect
750
1000
1500
2000
2500
3000
5000
Primary winding voltageselect
4160
12470
13800
Secondary winding voltage / connectionradio
208Y/120 V
480Y/277 V
600Y/347 V
Transformer temperature rise (dry-type)radio
150 °C rise (220 °C insulation system)
115 °C rise (lower loss)
80 °C rise (premium)
Transformer impedance (nameplate %Z)range
%
4.56.5
Default: 5.75 %
Forced-air (future) cooling provisionradio
Self-cooled only (KNAN/AN)
Forced-air rating provided (KNAF/FA)
7.12The maximum transformer sound level shall not exceed the NEMA ST-20 audible level for the rating.
7.13The transformer shall be mounted on vibration-isolation pads where it adjoins occupied space.
NOTE A 2000 kVA dry-type transformer produces roughly 67-70 dBA at 1 m. In an occupied building, neglecting sound level and vibration isolation makes the substation room - and the spaces adjacent to it - acoustically unacceptable. (7.14)

8 Secondary Low-Voltage Section

NOTE The single most dangerous latent defect in a unit substation is a secondary section whose short-circuit current rating is below the available fault current at the transformer secondary terminals. (8.1)
NOTE This defect does not appear on a nameplate inspection: a bus stamped 65 kA looks identical to one stamped 42 kA. Only the fault study confirms adequacy. Because %Z and kVA set the available fault current, the secondary SCCR must be checked against the as-built transformer rating, not against a generic catalog figure. (8.2)
8.3The secondary section short-circuit current rating shall equal or exceed the available symmetrical fault current at the transformer secondary terminals as established by the fault-current study.
NOTE The secondary bus shall be rated for the full forced-cooled output of the transformer plus the specified design margin; the bus ampacity cannot be increased later without replacing the section. (8.4)
NOTE A transformer can be uprated by adding fans, but a 2000 A secondary bus cannot be field-converted to 3000 A. Size the bus for the ultimate transformer rating, not merely for today's load. (8.5)
8.6The secondary section type shall be low-voltage metal-clad drawout switchgear, a low-voltage switchboard, or a fusible-switch section as scheduled, and shall be furnished as part of this assembly rather than purchased separately under Low Voltage Switchgear or Low Voltage Switchboards.
8.7Where a motor-control-center bus serves as the secondary section, it shall be close-coupled to the transformer as part of this assembly; freestanding MCCs are covered by Motor Control Centers.
8.8Where redundancy is required, the secondary shall be arranged main-tie-main with two main devices and a normally-open tie, interlocked to prevent paralleling unless a closed-transition scheme is specified.
8.9On a solidly grounded wye secondary of 480Y/277 V or 600Y/347 V with a main disconnect rated 1000 A or more, ground-fault protection of equipment (GFPE) shall be provided per NEC 230.95 or 215.10.
8.10The GFPE shall be set at not more than 1200 A pickup and not more than 1.0 s time delay at ground-fault currents of 3000 A or greater, and shall be performance-tested at commissioning per NEC 230.95(C).
8.11The secondary neutral grounding scheme shall be coordinated with the facility's grounding design and the Grounding And Bonding standard; high-resistance grounding shall be provided where process continuity on a 480 V system requires it.
Secondary section typeradio
LV metal-clad drawout switchgear
LV switchboard
Fusible-switch section
Motor control center bus
Secondary bus ampacityselect
1200
1600
2000
3000
4000
Secondary short-circuit current rating (minimum)select
42
65
85
100
Secondary bus arrangementradio
Single main
Main-tie-main (normally-open tie)
Secondary neutral groundingradio
Solidly grounded wye
High-resistance grounded (HRG)
Ground-fault protection of equipment (GFPE)radio
Required (NEC 230.95/215.10)
Not required (below 1000 A or not solidly grounded wye)

9 Metering and Instrumentation

NOTE Metering type and current-transformer ratios shall be specified in the contract documents; leaving the choice to the contractor is not permitted because the metering compartment is sized for the selected configuration and cannot be changed in the field. (9.1)
NOTE Revenue metering, sub-metering, and power-quality monitoring each demand different CT ratios and meter form factors. An omitted metering specification is discovered only when the meter will not fit the compartment. (9.2)
9.3The metering scheme, current-transformer ratios, and potential-transformer ratios shall be specified for each metered location.
9.4A multifunction power-quality and energy meter shall be provided on the secondary main where energy submetering or power-quality monitoring is required.
Metering schemeradio
Secondary sub-metering only
Primary revenue metering
Both primary revenue and secondary sub-metering
Multifunction power-quality meter on secondary mainradio
Provided
Not provided

10 Testing

10.1The transformer, primary section, and secondary section shall each receive the routine factory production tests required by their governing IEEE standard, and certified reports shall be furnished before shipment.
10.2Liquid-immersed transformer factory tests shall include dielectric strength and moisture content of the insulating fluid; dry-type transformer factory tests shall include partial-discharge measurement where specified.
10.3Factory tests shall include insulation resistance, turns ratio, polarity and phase relation, winding resistance, and no-load and load losses on the transformer.
10.4After installation, an independent NETA-accredited agency shall perform field acceptance tests per ANSI/NETA ATS on all three sections before energization.
10.5Field transformer tests shall include turns ratio within ±0.5 percent of nameplate, insulation resistance, and - for liquid units - power-factor/dissipation-factor and excitation-current measurements.
10.6Field primary-section tests shall include contact resistance, insulation resistance, and dielectric-withstand verification of the switch or breaker.
10.7Field secondary-section tests shall include insulation resistance, primary-injection testing of the main and tie breakers, and calibration of all protective relays and the GFPE to the approved settings.
10.8No section shall be energized until its field acceptance tests have passed and the arc-flash labels have been installed.
Field acceptance testing standardradio
ANSI/NETA ATS by independent accredited agency
Owner-directed alternative test protocol (requires Engineer of Record approval)

11 Installation

NOTE The assembly shall be set on a level concrete housekeeping pad sized and reinforced for the assembly weight, with the anchor-bolt pattern matching the approved template and the seismic anchorage detail. (11.1)
NOTE The civil and structural coordination - pad height, anchor pattern, and seismic anchorage for an assembly weighing up to 50,000 lb - must be settled before the housekeeping pad is poured. This is among the most frequent sources of field RFIs on this equipment. (11.2)
11.3Working clearances about all sections shall comply with NEC 110.26 (low-voltage) and NEC 110.34 (over 1000 V), including the dedicated electrical space and headroom.
11.4The transformer shall remain accessible for inspection and maintenance per NEC 450.13, and ventilation openings on dry-type units shall not be obstructed.
11.5Conduit and cable entries shall be coordinated with the assembly's designated entry compartments.
11.6Conduit and cable entries shall not penetrate transformer ventilation paths; raceways are covered by Raceways And Conduit and feeders by Conductors And Cables.
11.7The substation room or yard shall be coordinated with the requirements of Electrical Rooms for ventilation, drainage, and clearances.
11.8Equipment grounding and bonding of all sections shall be connected to the facility grounding electrode system per Grounding And Bonding; where the substation occupies a dedicated outdoor yard, the ground grid shall be designed for step and touch potential per IEEE 80.
11.9The protective-device settings shall be field-applied per the approved coordination and arc-flash study before energization (see Protective Coordination Study).
Installation locationradio
Indoor electrical room
Outdoor on concrete pad
Outdoor in dedicated grounded yard

12 Delivery, Storage, and Handling

12.1The assembly shall be shipped in the largest practical pre-assembled shipping splits, with each split clearly marked and with reassembly instructions furnished.
12.2Liquid-immersed transformers shall be shipped filled and sealed, or shipped under positive nitrogen pressure with the fluid shipped separately, as specified by the manufacturer.
12.3Indoor-rated sections shall be stored indoors in a clean, dry, heated space; where outdoor storage is unavoidable, space heaters shall be energized or temporary heat provided to prevent condensation.
12.4The assembly shall be handled only at the manufacturer's designated lifting and jacking points and shall not be skidded or rolled on its base in a manner that distorts the structure.

13 Warranty

NOTE The manufacturer shall warrant the complete assembly - all three sections - against defects in material and workmanship for not less than the specified period from energization or beneficial use. (13.1)
NOTE A single-source warranty on the integrated assembly is the practical payoff of the single-manufacturer requirement: there is one responsible party for the whole substation, with no finger-pointing between a transformer vendor and a switchgear vendor when a fault reveals a coordination gap. (13.2)
13.3The warranty shall cover the transformer, primary section, and secondary section as a single integrated assembly, not as separately warranted components.
Warranty period from energizationradio
1 year
2 years
5 years

14 Spare Parts

14.2The Contractor shall furnish the following spare parts:
  • One set of primary power fuses of each rating used (fused-primary assemblies).
  • One spare set of indicating lamps and control fuses for each section.
  • Touch-up finish paint matching the enclosure.
Spare parts to be furnishedcheckbox
One set of primary power fuses per rating (fused primary)
Spare indicating lamps and control fuses
Touch-up finish paint

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