Substation Asset Management Fundamentals

Substation Asset Management Fundamentals

July 10-11, 2024 | Online :: Central Time

No electric utility intentionally operates substation equipment to the point of failure but many struggle with management of planned maintenance of these assets. This course begins with definition of Substation Asset Management (SAM), explains the benefits, then moves to the components of such a program. Attendees will learn the ground level data basis such as equipment inventory, maintenance schedules, work order systems and management of internal and external resources.  Discussions include the cost/benefit of equipment monitoring and O & M vs. Capital Expenditure. Understanding the financial aspects of SAM is key to acceptance by the leadership within an electric utility organization.

Learning Outcomes

  • List and define the various types of substations
  • Identify the components of a Substation Asset Management Program
  • Differentiate equipment based on the frequency and urgency of required maintenance
  • Arrange maintenance according to skill set requirements to complete task
  • Distinguish between in-house vs. contractor workloads

Prioritize maintenance based on substation load criticality


Wednesday, July 10, 2024 : Central Time

8:45 – 9:00 a.m.
Log In and Welcome

12:00 – 12:30 p.m.
Lunch Break

9:00 a.m. – 5:00 p.m.
Course Timing


Introduction to Substation Asset Management (SAM)

  • Substation Definition
  • Types of Substations

Components of a SAM

  • Program Inputs and Analysis Software
  • Inventory of Equipment
  • Inventory Data
  • Equipment to be Maintained
    • Maintenance Tools & Equipment
      • Internal
      • Accessed outside the company
    • Required Skill Sets
    • In-house
    • Contractors
  • Scheduling Maintenance
  • Scheduling Matrix
    • Priorities Based on Load Criticality
    • Priorities Based on Equipment Maintenance Needs
  • Dispatch Center Input
    • Avoiding Peak Load Periods
  • Availability of Tools, Equipment, and Skilled Personnel
  • Compliance with NESC Part 1 Section 121.A
  • Monitoring Substation Equipment
    • Power Transformers
    • Circuit Breakers
    • Battery Charging Systems
  • Maintenance & Diagnostic Centers
    • Manned 24/7 vs. Annunciated Only
  • Output/Benefits of Effective SAM Programs
  • Increase Reliability
  • Metrics (SAIDI, SAFI, MAIFI, etc.)
  • Profitability/Savings
  • Safety

Thursday July 11, 2024 : Central Time

8:45 – 9:00 a.m.
Log In

9:00 a.m. – 12:00 p.m.
Course Timing


Failure Analysis & Prevention

  • Equipment Manufacturer’s Service Advisories
  • Root Cause Failure Analysis

Leadership and Cultural Change

  • Building a Compelling Vision
  • Foster Leadership Commitment
  • Cultivating a Collaborative Culture

Future Trends & Challenges

  • Emerging Technologies
  • System Peak Shaving Generation
    • Utility Scale Solar
    • Bulk Energy Storage Systems

Substation Resiliency vs. Robustness vs. Reliability

  • Elements of a Highly Resilient Substation


James Houston

Mr. Houston retired from The Southern Company after 40 years with the title of Chief Engineer.   He has experience in generating plant construction and substations design and maintenance.   James is the outgoing NESC Subcommittee 3 chairperson and currently the Subcommittee 9 chairperson. He was also a member of NESC Subcommittee 1 and the Interpretation Subcommittee.  He was a member of the IEEE Switchgear Committee and contributed to the development of switchgear standards.  James was a Professional Engineer in the State of Alabama.  He received his Bachelor of Electrical Engineering from the University of Alabama in 1982 and his Master of Business Administration from the University of Alabama at Birmingham in 1991.

Jerome V. Josken

Jerry holds a BS in Electrical Engineering Technology from the Milwaukee School of Engineering and a Master of Business Administration from North Central College. During his 30+ year career with Eaton Power Systems, Jerry served in a variety of engineering capacities. In his time as a senior consultant with Pike Engineering, he developed professional development programs for clients, as well as the firm’s freshman engineers. Past leadership positions include Chair of IEEE Rural Electric Power Conference (2012) and Chair of Distribution Equipment/Controls Track, Great Lakes Electric Meter School (2013-2014). Currently, Jerry is a senior consultant for EUCI where he creates and conducts continuing education courses on various power delivery topics.

Online Delivery

We will be using Microsoft Teams to facilitate your participation in the upcoming event. You do not need to have an existing Teams account in order to participate in the broadcast – the course will play in your browser and you will have the option of using a microphone to speak with the room and ask questions, or type any questions in via the chat window and our on-site representative will relay your question to the instructor.

  • Microsoft recommends downloading and installing the Teams app if possible. You may also use the Edge browser or Chrome.
  • You will receive a separate email with a unique link to a personalized landing page which will include links to join all sessions of this event.
  • If you are using a microphone, please ensure that it is muted until such time as you need to ask a question.
  • The remote meeting connection will be open approximately 30 minutes before the start of the course. We encourage you to connect as early as possible in case you experience any unforeseen problems.


Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all attendees for 7 days after the event


Substation Asset Management Fundamentals

July 10-11, 2024 | Online
Individual attendee(s) - $ 1195.00 each

Volume pricing also available

Individual attendee tickets can be mixed with ticket packs for complete flexibility

Pack of 5 attendees - $ 4,780.00 (20% discount)
Pack of 10 attendees - $ 8,365.00 (30% discount)
Pack of 20 attendees - $ 14,340.00 (40% discount)

Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before June 07, 2024 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800




EUCI is accredited by the International Accreditors for Continuing Education and Training (IACET) and offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard. IACET is recognized internationally as a standard development organization and accrediting body that promotes quality of continuing education and training.

EUCI is authorized by IACET to offer 1.0 CEUs for this event

Requirements for Successful Completion of Program 

Attendees must log into each Microsoft TEAMS session and participate in the form of comments and questions.

Instructional Methods 

Power Point presentations and open discussion will be used.

Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.

Course CPE Credits: 11.0
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group Internet Based
Advanced Preparation: None

CpeEUCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site:



Who Should Attend 

  • Supervisor, Substation Construction & Maintenance
  • Substation Manager
  • Chief Engineer
  • Director of Electric Operations
  • Anyone responsible for substation operation reliability