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Topic: Equipment that satisfies Utility recloser requirement and NEC service disconnect requirement

User: rotmgbetter, Location: Houston, Texas

Asked on: Tuesday, December 17, 2024 at 4:18 pm EST
Answered on: Thursday, March 6, 2025 at 6:26 am EST

Question: Hi,I have a customer owned transformer at 12,470 WYE to 480/277 with 175 amps on the primary side and 4500 amps on the secondary. The utility proposed installing either an utility owned or customer owned recloser as the means of overcurrent protection. I was wondering exactly how I can repurpose this as the service disconnect such that I do not need an additional MV disconnect.Is there any MV reclosers that are electronically controlled and can be manually operated from the ground to satisfy the NEC requirement of being a "readily accessible" disconnect?Thank you

You're asking a great question that blends utility practices with NEC requirements. Let's break it down

The Core Issue: Reclosers as Service Disconnects

The key here is that the NEC defines the service disconnect as a means of cutting off all power to the premises in an emergency or for maintenance. It needs to be: Readily Accessible

Can be reached quickly without climbing over obstacles or using tools (usually).


Lockable Open

A way to physically prevent the disconnect from being accidentally re-energized during work.

Suitable for the Voltage and Current

Rated to safely interrupt the available fault current.A recloser, primarily designed for automatically restoring service after temporary faults,
can potentially serve as the service disconnect if it meets the NEC's requirements.

Why This is Tricky
Readily Accessible at MV

Medium Voltage equipment is often elevated or behind fenced enclosures. "Readily accessible" becomes a major design and operational challenge.

Manual Operation

Reclosers are designed to automatically open and close. NEC Article 230.70(A)(1) states: The service disconnecting means shall be installed at a readily accessible location either outside of a building or structure or inside nearest the point of entrance of the service conductors.


Lockout/Tagout

A recloser's automatic reclosing function must be completely disabled and a physical lockout/tagout procedure implemented to guarantee it won't re-energize during maintenance.

Coordination

Proper coordination is essential so that other upstream devices clear faults before the recloser operates.


Ownership and Operation

If the utility owns the recloser, they typically control the settings and operation. You need a clear agreement on how the recloser will be used as a service disconnect and how access and coordination will be managed.

How to Make a Recloser Work as a Service Disconnect (Potentially)


Electronically Controlled Recloser with Manual Override

Yes, many modern reclosers are electronically controlled and have manual operating mechanisms. Look for reclosers that: Have a ground-level control panel or a remote terminal unit (RTU) interface that allows you to manually open and close the device. Include a visible break disconnect built into the recloser or adjacent to it. This provides a physical verification of isolation and a positive means of lockout. Are designed for remote operation and monitoring (SCADA compatible).2.

Readily Accessible Solution

This is the hardest part. Some options:


Ground-Mounted Enclosure

Place the recloser in a pad-mounted, fenced enclosure that is readily accessible. The control panel must be easily reached from the ground.

Elevated Platform with Access

If the recloser must be elevated, provide a permanent, code-compliant platform and stairs with a landing to allow access.


Remote Operation

If a local manual operation isn't possible due to the location, you might be able to argue that a secure, readily accessible remote control point (e.g., a SCADA system with a clearly defined, readily accessible, and lockable local human-machine interface) meets the intent of the code, but this would need AHJ approval.3.

Lockout/Tagout

The recloser must have a robust lockout/tagout system: A clearly identified locking point that physically prevents operation of the recloser. Procedures that completely disable the automatic reclosing functions. Clear labeling and signage explaining the lockout procedures.4.

Coordination Study

Conduct a comprehensive overcurrent coordination study to ensure:
The recloser settings are coordinated with upstream utility protective devices. Downstream breakers and fuses will clear faults before the recloser trips. The recloser will properly protect the transformer and downstream equipment in the event of a fault.5.

Documentation

Create detailed operating procedures for using the recloser as a service disconnect. Provide clear labeling on the recloser and in the electrical room indicating its function as the service disconnect. Maintain records of all maintenance, testing, and coordination studies.6.

Approval from the Authority Having Jurisdiction (AHJ)

This is
essential. You must discuss your proposed design with the local electrical inspector or other AHJ and obtain their approval before proceeding. They have the final say on whether your design meets the intent of the NEC.

Important Considerations



Utility Requirements

Even if you meet the NEC requirements, the utility may have its own policies and standards regarding customer-owned protection on the primary side. Engage them early in the design process.

Reliability

Reclosers are designed to interrupt and restore power. Using them as a service disconnect means that any nuisance trip of the recloser will shut down the entire facility. Careful coordination and maintenance are critical.


Cost

Consider the cost of the recloser, the enclosure, the access platform, the coordination study, the remote control system, and ongoing maintenance. Sometimes a separate disconnect switch can be more cost-effective.

Transformer Protection
The recloser will also serve as the primary protection for the transformer. Transformer differential protection is something to also consider if the transformer is large enough.

In Conclusion

It
is* possible to use a recloser as a service disconnect, but it's a complex undertaking that requires careful planning, coordination, and approval. You must ensure that the recloser meets all the NEC requirements for a service disconnect, particularly regarding accessibility, lockout/tagout, and overcurrent protection coordination. Consult with qualified electrical engineers, the utility, and the AHJ to develop a safe and compliant design. It also may not be the most cost effective solution. Flag for review

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