MOTOR SURVEY. Solutions for Industry

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In the United States, motors consume almost of 70 percent of the electricity used by industry, which translates to more than $30 billion in annual cost. This is why implementing even small improvements in motor efficiency can have a significant impact on energy savings and motor operating costs. An industrial facility may have hundreds or thousands of motors in use. Typically, most of these motors are never inventoried, and little is known about their operation cost. Motors normally receive attention when they fail, which often requires stopping an entire operation and in many cases can be costly. This is why decisions to repair or replace motors are usually made quickly, and with little consideration to economic justification. Sound motor management identifies the critical motors in your operation and decides to repair or replace motors before they fail. Other key policies to a solid motor management program include: Developing a facility-wide horsepower breakpoint Following a written motor purchase specification Following a written motor repair specification Incorporating preventive and predictive maintenance Preparing for special cases (drives) Advanced Energy s Motor Survey can help you actively manage your motors, identify your current motor inventory and formulate a Motor Action Plan. A Motor Action Plan creates a tracking system leading to better motor management decisions and continuous improvement. This guide will help you collect the proper motor information to make sound economic decisions more easily and accurately. Once you have collected the data, you can send it to Advanced Energy for unbiased processing to determine if you should repair or replace your motors.you will also receive a customized motor action plan. MOTOR SURVEY Solutions for Industry 909 Capability Drive Suite 2100 Raleigh, NC 27606 919.857.9000 www.advancedenergy.org/mad

WHY SURVEY YOUR MOTORS? The data gathered in your plant can become the basis for a continuously updated motor inventory. This inventory will allow you to track the history of your motors and make better motor management decisions. Advanced Energy can also use this inventory to create an economic analysis for your facility that will assist in making the best decisions concerning your motors. In some cases, the economics of replacing an operating motor with a new, more efficient motor are so favorable that it is advisable to replace it before failure occurs. Any small increase in motor efficiency is beneficial, especially when considering the life-cycle costs to operate a motor throughout a projected 10 years. 50 HP Motor Efficiency Comparison Premium Efficient EPCA Efficient Standard Efficient Purchase Price $2,723.76 $2,149.636 Existing Repair Cost $1,477.00 $1,477.00 $1,477.00 Annual Use 8,000 Hours 8,000 Hours 8,000 Hours Efficiency 94.5% 93.0% 91.6% Energy Cost $0.07/kWh $0.07/kWh $0.07/kWh Annual Operating Cost $22,103.70 $22,460.22 $22,803.49 Annual Savings with Premium N/A $356.52 $699.79 Eff Motor Premium Eff Motor Payback N/A 3.5 Years 1.78 Years Projected Life-cycle Savings N/A $3565.20 $6997.90 The previous chart shows the possible savings when replacing an existing 50 HP motor with a NEMA Premium motor. It is evident that relatively small gains in efficiency can result in substantial savings throughout a year of operation. The savings are dramatic for a single motor throughout its expected average 10-year life cycle. When the motor fails, the decision to repair or replace it must be made after taking all factors into account. If the existing motor operates at Energy Policy and Conservation Act of 1992 (EPCA) levels, known as an energy-efficient motor, the savings from replacing it with a NEMA Premium motor at failure rather than repairing it result in a payback of approximately 3.5 years. To some this figure is not justifiable, but since a typical motor has a 10-year life span, the energy cost savings alone will surpass the purchase price of the motor after 7.6 years in operation. If the existing motor is operating below EPCA levels, known as a standard-efficiency motor, the cost savings look even better. If this motor was replaced with a NEMA Premium motor at failure, the payback will be realized in less than two years. Additionally, the energy cost savings alone will net a gain after only 3.9 years. It is clear that gains in efficiency can result in significant energy and cost savings, especially when applied throughout an entire facility. Conducting a motor survey with Advanced Energy will make a difficult repair or replace decision straightforward and justified. WHAT IF THE BEST CHOICE IS REPAIR? First, develop and use a motor repair specification. Some companies have customized specifications to meet their specific needs and ensure their savings. The ANSI/EASA AR100-2010 and the IEEE 1068 are great resources to help you get started if you do not already have one. You can obtain copies of these specifications by visiting: http://www.easa.com/resources/booklets/ansi-easa- AR100-2010 and http://standards.ieee.org/develop/ wg/1068_wg.html Second, you should certify your motor repair vendors through Advanced Energy s Proven Efficiency Verification [PEV] program. More important than having a motor repair specification is knowing your motor repair vendor can return motors to their original efficiencies before failure during the repair process. Find additional more helpful hints on motor repair here http://www.advancedenergy. org/programs/proven-efficiency-verification-for-motorrepair 2 Motor Survey COPYRIGHT 2015 ADVANCED ENERGY. ALL RIGHTS RESERVED

WHAT IF THE BEST CHOICE IS REPLACE? Similar to motor repair, you should first have a specification for new motor purchases. Second, you should make certain your purchasing policies negotiate for efficiency not initial price. It is important to remember the initial purchase price typically represents 3 to 5 percent of the total life-cycle costs to own and operate the motor. The energy required to run the motor throughout an expected 10-year life span represents 95 percent of the total cost of ownership. We recommend purchasing NEMA Premium or the most efficient motor you can find that fits the application well. The Federal Energy Management Program (FEMP) has some general guidelines that are worth noting here http://energy.gov/eere/femp/electricmotors Industrials should consider customizing a new motor purchase policy that is specific to their needs and achievable with selected motor vendors. Some large paper and chemical industrials reduce new motor costs further by negotiating single source contracts directly with motor manufacturers. They typically review them every three years and use Advanced Energy s NVLAP lab to test for efficiency and other performance factors to make sound contract decisions. These companies have formal programs involving all key departments in motor management, from maintenance to purchasing GETTING STARTED It is impossible to manage your motors if you do not know anything about them. The first step is to determine your motor inventory. Though possibly a large task, it is beneficial to count each motor in your facility. Equally important is determining your facility s horsepower breakpoint in order to collect the data that will lead to the most economically informed decisions. The information on page two of Advanced Energy s HorsePower Bulletin can help you determine your facility s breakpoint. Noncritical motors well below the horsepower breakpoint can be replaced as a matter of policy, simplifying the motor inventory task. Motors above or just below the horsepower breakpoint should be surveyed using this tool. Smaller motors should also be considered for survey when there are many of the same type in operation. Some industrial facilities have applications that employ hundreds of similar small motors that should be considered for survey. Building COPYRIGHT 2015 ADVANCED ENERGY. ALL RIGHTS RESERVED a motor inventory will better prepare a facility in the event that a motor fails, reducing down time and improving operating costs. The motor inventory will help you create a tracking database and provide you with the necessary tools to manage your motors successfully. ASSIGNING RESPONSIBILITY The next step is to identify the employees or contractors responsible for completing these tasks. The task of collecting motor data should be assigned to at least two people. Those assigned should have a good feel for the layout of the facility and be able to identify the equipment. These people should also be well trained in the dangers of live electrical circuits and rotating machinery, as well as the proper procedures to safely and accurately gather the required information. When gathering load information following the procedures found on the Electric Motor Survey Information form, follow all safety precautions including wearing insulated gloves and face shield and taking arc protection seriously. Personnel conducting these measurements should be well trained and approved to access live power measurements. While it is desirable to survey every motor in a facility, it may not always be possible or necessary. Two important goals of the survey are to identify the most critical motors to the active processes and those with the best opportunity for savings. In general, large motors that run for long periods of time have the most energy and cost savings potential. However, high numbers of small motors of the same type running for long periods of time can add up to equally large, or larger energy usage and can provide a greater opportunity for cost and energy savings. It is up to the persons responsible for the motor management policy to determine the best candidates for the Motor Survey. PERFORMING THE SURVEY The Electric Motor Survey Information form provided by Advanced Energy lists the required data fields pertaining to facility, motor application, nameplate and motor load information. All of these factors are important, but there are a few items that are absolutely necessary to provide accurate information. These items are noted in bold italics on the survey form on this how-to-guide. Motor Survey 3

The first section contains general information about the facility such as facility name, location, and contact names and numbers. Electricity Cost ($/kwh) and New Motor Discount are the most important values in this section. You can find the electricity cost on past bills, which should include energy and demand charges. The New Motor Discount is the percentage of list price that the facility pays when buying new motors. Actual pricing can be obtained from the existing vendors the facility uses to make new motor purchases and will be more accurate than a Motor Discount Factor. These two items are important for Advanced Energy to make an accurate economic analysis. Since this information will be the same for all of the motors surveyed at a facility, it is convenient to fill out this section before making copies of the form for surveying. The second section records Motor Application Data. Each motor should be given a number to ensure that the results of the survey can be applied to the specific unit, and its history can be tracked. Extra information like Location and Drive makes identification easier. The critical piece of data in this section is Operating Hours per Year. This number will determine the total annual operating cost and is important to ensure accurate results. Other useful information for the survey includes New or Rewind. If a motor has been rewound by a motor service center without a repair specification or is not PEV certified, the motor may experience a drop in efficiency. Information such as Cost of Rewind and Were Bearings Replaced can also be helpful. The third section is for the Motor Nameplate Information. This information can be used in conjunction with Motor Load Information to determine whether the motor is loaded properly. The Manufacturer and Model Number can be used to obtain additional information if necessary. The most important pieces of data are Horsepower, Efficiency, Voltage, RPM, and Current (Amps). This data is the backbone of the survey and must be recorded correctly. Other useful data includes Frame, Insulation Class and NEMA Design. Nameplate data can vary from manufacturer to manufacturer and some of the data requested may not be available. Also, different notations may be used for some items. Please record any other data that may be pertinent in the OtherInformation line. The final section is Motor Load Information. This data can be used to determine the actual motor load during operation. Data in this section should only be taken by licensed electricians and personnel specifically trained to access power panels using all necessary safety measures under extreme caution. Line Current (Amps) and Voltage (VRMS) are the easiest numbers to obtain. Input Power (kw), using True-RMS Watts, can more accurately convey how much the motor is loaded. If the motor load data is taken and recorded, it is very important to determine and note whether the motor is operating at its typical load condition. Many motors experience varying load with process changes and output requirements. Therefore, when considering load it is best to measure over a longer period of time to capture all of the variations in load the motor may experience. This is not necessary for the survey but shouldalways be considered when downsizing a motor. Load does not have to be measured to conduct this survey. The Advanced Energy tool assumes 75 percent when load is not provided. REPAIR OR REPLACE A MOTOR WHEN IT FAILS? Is the Hp less than or equal to the horsepower breakpoint for replacement with a NEMA Premium motor? NO Will repair cost more than 60 percent of a new NEMA Premium motor? NO SEND MOTOR FOR REPAIR YES YES Create a custom horsepower breakpoint curve for your organization at REPLACE WITH NEW NEMA PREMIUM MOTOR http://www.advancedenergy.org/portal/hp_breakpoint_tool 4 Motor Survey COPYRIGHT 2015 ADVANCED ENERGY. ALL RIGHTS RESERVED

Advanced Energy Motor Survey ELECTRIC MOTOR SURVEY INFORMATION General Information (record on form before making copies) COMPANY: PLANT/LOCATION: CONTACT PERSON: TELEPHONE NUMBER: *ELECTRICITY COST IN $/KWH: *NEW MOTOR DISCOUNT FACTOR: Motor Application Information MOTOR ID NUMBER: LOCATION: *DRIVE (FAN, PUMP, ETC.): *OPERATING HOURS PER YEAR: *NEW MOTOR: REWIND MOTOR: If rewind, cost of rewind: WERE BEARINGS REPLACED? YES: NO: Motor Nameplate Information MANUFACTURER: *HORSEPOWER (HP): *RPM (N-1): *VOLTAGE (V, VRMS): *AMPS (A, FLA): MODEL NUMBER: SERVICE FACTOR (SF): *ENCLOSURE (ENCL): *NOMINAL EFFICIENCY (NEMA NOMEFF, FULL LOAD EFF): INSULATION CLASS (INS, CL): B: F: H: *NEMA DESIGNATOR OR DESIGN (DES): A: B: C: D: OTHER INFORMATION: AMPS (THREE PHASES) A: B: C: Motor Load Information (optional) VOLTAGE: kw: IS THE MOTOR OPERATING AT ITS TYPICAL LOAD CONDITION? YES: NO: 2015 Advanced Energy Corporation. All rights reserved. 909 Capability Drive Suite 2100 Raleigh, North Carolina 27606 919.857.9000 www.advancedenergy.org

Advanced Energy Motor Survey CAUTION PLEASE READ AND REVIEW PRIOR TO COLLECTING MOTOR LOAD DATA PROCEDURE FOR COLLECTING MOTOR LOAD DATA Follow all safety precautions in meter instruction manual. Measurements will be taken on live electrical circuits. These procedures should only be carried out by trained personnel using proper equipment and precautions. 1. Determine the full load amperage and nameplate voltage of the motor from the nameplate information. Ensure that the instrument ranges are set to appropriate levels for the motor being measured. 2. Find a location where the motor leads are exposed, so the voltage leads can be attached to a bare conductor and the ammeter can be clamped around each phase. A starter cabinet or a fuse box is a good location. 3. If using a multimeter, measure input voltage by connecting the voltage leads to two phases at a time, recording results (ex. A-B, A-C, B-C). 4. If using a clamp-on ammeter, measure motor current by clamping the ammeter around each individual conductor, recording results (ex. A, B, C). 5. If using an RMS wattmeter, be sure to follow all instructions in the instrument manual to connect to the system. Set instrument to read kw and record results. This is the most accurate method for measuring consumed energy. 6. Determine if the data collected reflects the motor operating at its typical load condition. Record result. If not, collect data when the motor is at its typical load condition. For more information, contact or send your surveys to: Advanced Energy 909 Capability Drive, Suite 2100 Raleigh, NC 27606-3870 919-857-9000 kbutler@advancedenergy.org www.advancedenergy.org 2015 Advanced Energy Corporation. All rights reserved. 909 Capability Drive Suite 2100 Raleigh, North Carolina 27606 919.857.9000 www.advancedenergy.org