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Best Practices in Asset Management:

Life Cycle Cost Assessment

- TCO Calculations

HAPUA WORKING GROUP 3 / PROJECT 1

(2)

Overview

1.

Project objectives

2.

Distribution transformers - Key component of network

3.

Total Cost of Ownership (TCO) - Basic concept

4.

Significance of TCO

5.

Key components of TCO

• No-load losses & Factor A

• Load losses & Factor B

6.

TCO calculation methodology and applications

7.

Review of freely available TCO calculation tools

(3)

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Project Objectives

1.

To share information and experience of maintenance strategies and

asset replacement/refurbishment criteria among the country members

2.

To develop and formulate costing methodology based on life cycle

activities of the following medium voltage equipment:

• Distribution transformers

(4)

Distribution Transformers – Key

Component of Network

1.

Project objectives

2.

Distribution transformers - Key component of network

3.

Total Cost of Ownership (TCO) - Basic concept

4.

Significance of TCO

5.

Key components of TCO

• No-load losses & Factor A

• Load losses & Factor B

6.

TCO calculation methodology and applications

7.

Review of freely available TCO calculation tools

(5)

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Distribution Transformers

• Close to 1 million transformers are

installed across 11 ASEAN utilities

according to the survey in Mar-May

2015

• 2

nd

largest contributor of energy

losses in a network (about 30% of

overall network losses)

• At the time of purchase, the focus is

often on the first cost instead of TCO,

but TCO can be 2-3 times of the first

cost

(6)

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(7)

TCO – Basic Concept

1.

Project objectives

2.

Distribution transformers - Key component of network

3.

Total Cost of Ownership (TCO) - Basic concept

4.

Significance of TCO

5.

Key components of TCO

• No-load losses & Factor A

• Load losses & Factor B

6.

TCO calculation methodology and applications

7.

Review of freely available TCO calculation tools

(8)

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Total Cost of Ownership (TCO) –

Basic Concept

TCO is also known as Life Cycle Cost

(LCC)

Sum of all the costs incurred during the life

of a transformer

• Purchase cost

• Installation cost

• Maintenance cost

• Decommissioning cost

• Cost of energy losses

In practice, the following three are ignored

due to not much variation from transformer

to transformer:

• Installation cost

• Maintenance cost

• Decommissioning cost

TCO

Purchase cost Installation cost Maintenance cost Decommissioning cost Cost of energy losses

(9)

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Total Cost of Ownership – Equation

TCO = Purchase Cost + Cost of Energy Losses

TCO

=

C

1

+

C

NLL

+

C

LL

• TCO: Total Cost of Ownership

• C

I

: Initial purchase cost of a transformer

• C

NLL

: Cost of no-load losses

(10)

Significance of TCO

1.

Project objectives

2.

Distribution transformers - Key component of network

3.

Total Cost of Ownership (TCO) - Basic concept

4.

Significance of TCO

5.

Key components of TCO

• No-load losses & Factor A

• Load losses & Factor B

6.

TCO calculation methodology and applications

7.

Review of freely available TCO calculation tools

(11)

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TCO: Financial, Functional and

Environmental Significance

Financial

• TCO can be

2-3 times first

cost

Functional

• Efficient

transformers:

Savings

capacity,

OPEX and

CAPEX

Environmental

• Reduction in

greenhouse

gas

emissions

(12)

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TCO: Financial, Functional and

Environmental Significance

• Financial

• TCO can be 2-3 times the initial purchase price

• Transformer with the lowest first price is not the transformer with lowest cost over its lifetime

• Functional

• Makes energy efficient transformers more attractive (an energy-efficient transformer can be

55.5% lower in energy losses)

• Although energy efficient transformers are initially more expensive, the cost premium over a

standard transformer can be paid back several times over a transformer’s lifetime

• Energy savings across the distribution network with cascading effect on the network’s overall

capacity, OPEX and CAPEX

• Environmental

• Reduction in emission of greenhouse gases

• Environmental advantage

(13)

Key Components of TCO

1.

Project objectives

2.

Distribution transformers - Key component of network

3.

Total Cost of Ownership (TCO) - Basic concept

4.

Significance of TCO

5.

Key components of TCO

• No-load losses & Factor A

• Load losses & Factor B

6.

TCO calculation methodology and applications

7.

Review of freely available TCO calculation tools

(14)

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Two Key Components of TCO

TCO

Purchase

cost

Cost of

energy

losses

(15)

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Energy Loss: No-Load and Load Losses

No-load

energy

loss (W)

Load

energy

loss (W)

Total

energy

loss (W)

P

T

=

P

O

+

P

K

• P

T

: Total energy loss in a transformer (W)

• P

O

: No-load energy losses (W)

(16)

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No-Load Losses

• Losses in transformer core,

independent of loading

• Hysteresis and eddy current

losses: 99% of no-load losses

• High-efficiency transformers have

low-loss silicon steel or amorphous

steel with copper windings

(17)

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TCO Calculation: Cost of No-Load Losses

Cost of no-load

losses

A

No-load loss per

year (W)

C

NLL

=

A

´

P

O

• C

NLL

: Cost of no-load losses ($)

• A: Factor for capitalising no-load loss of a transformer ($/W)

• P

O

: No-load loss of a transformer per year (W)

(18)

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What is Factor A?

• Converts no-load energy loss into a cost using electricity price and

total number of hours of operation in a year

• Converts the series of future no-load loss costs to a single present

value cost by using a Present Value Factor for an ordinary annuity

(19)

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Calculating Factor A

A

=

( )

1

+

i

n

-

1

i 1

( )

+

i

n

´

C

kWh

´

8760

• i: Discount rate applicable (this is specific to utility)

• n: Life of transformer in years

• C

kWh

: Electricity cost ($/kWh, cost which consumers pay)

• 8760: Number of hours in a year

(20)

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Load Losses

Transformer’s load losses are due to

the resistance of the primary and

secondary conductors to the flow of

current and eddy currents

Also known as I

2

R losses

These losses vary according to the

square of transformer loading

A fully loaded transformer has four

times the load loss compared to the

one operating at 50% load

(21)

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Load Losses in TCO Calculation

Cost of load losses

B

Load loss per year

(W)

C

LL

=

B

´

P

K

• C

LL

: Cost of load losses ($)

• B: Factor for capitalising no-load loss of a transformer ($/W)

• P

K

: Load loss of a transformer per year (W)

(22)

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What is Factor B?

• Converts load energy loss into a cost using electricity price, total

number of hours of operation in a year and transformer loading

• Converts the series of future load loss costs to a single present value

cost by using a Present Value Factor for an ordinary annuity

(23)

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Factor B

B

=

( )

1

+

i

n

-

1

i 1

( )

+

i

n

´

C

kWh

´

8760

´

L

2

i: Discount rate applicable (this is specific to utility)

n: Life of transformer in years

C

kWh

: Electricity cost ($/kWh, cost which consumers pay)

8760: Number of hours in a year

(24)

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Key Variables: Factors A & B

B

=

( )

1

+

i

n

-

1

i 1

( )

+

i

n

´

C

kWh

´

8760

´

L

2

A

=

( )

1

+

i

n

-

1

i 1

( )

+

i

n

´

C

kWh

´

8760

(25)

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Key Variables in Factors A & B

Symbol

Name

Remarks

1

i

Discount rate

Typically, 10% (by utility)

2

n

Lifetime of a

transformer

20-50 years (by utility)

3

C

kWH

Electricity price

Set by utility ($/kWh)

4

L

Transformer

loading

Depends on demand/load

5

8760

Hours in a year

Operating hours in a year

(26)

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Load vs. No-load Losses

(27)

TCO Calculation Methodology

1.

Project objectives

2.

Distribution transformers - Key component of network

3.

Total Cost of Ownership (TCO) - Basic concept

4.

Significance of TCO

5.

Key components of TCO

• No-load losses & Factor A

• Load losses & Factor B

6.

TCO calculation methodology and applications

7.

Review of freely available TCO calculation tools

(28)

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TCO Calculation: 4 Steps

Step 1

Decide input

variables

Step 2

Get energy loss

and purchase

price from

manufacturer

Step 3

Calculate A and

B values

Step 4

Calculate TCO

(29)

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Step 1: Decide key Input Variables

Variable

Example

Discount rate (i)

8.5%

Life of transformer (n)

20 years

C

kWh

2.35 Baht/kWh

Transformer loading (L)

0.5

(30)

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Step 2: Get Energy Loss Figures and

Purchase Price from Manufacturer

Variable

Example

No-load losses (P

O

)

250 W

Load losses (P

K

)

1550 W

Initial purchase price (C

I

)

156, 700 Baht

(31)

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Step 3: Calculate A and B Values

Step 1

Step 2

Step 3

Step 4

A

=

(

1

+

0.085

)

20

-

1

0.085 1

(

+

0.085

)

20

´

2.35

´

8760

B

=

(

1

+

0.085

)

20

-

1

0.085 1

(

+

0.085

)

20

´

2.35

´

8760

´

0.5

2

A

=

194812Baht / kW

B

=

48703Baht / kW

(32)

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Step 4: Calculate TCO

Step 1

Step 2

Step 3

Step 4

TCO

=

C

1

+

A

´

P

O

+

B

´

P

K

TCO

=

156700

+

194812

´

0.25

+

48703

´

1.550

(33)

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Practical Application of TCO - Collaboration

with Manufacturers for Optimum Design

• Cost of losses in a transformer goes

down as the purchase price goes up

• At some point, combination of the two

costs results in lowest TCO

• Cost of losses depend on Factors A &

B—provided by utilities to

manufacturers

• Utilities can carefully choose all the

variables affecting factors A and B to

help manufacturers arrive at right TCO

(34)

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Practical Application - Transformer Selection

Based on TCO

• Lowest first cost doesn’t mean lowest TCO

• High-efficiency transformer is higher in first cost by 6%, but lower in TCO by 21%

• Transformer selection should be based on TCO only

Variable

Standard 750 kVA

Transformer ($)

High-efficiency 750 kVA

Transformer ($)

Initial purchase cost ($)

10194

10845

(35)

Review of Freely Available TCO

Calculators

1.

Project objectives

2.

Distribution transformers - Key component of network

3.

Total Cost of Ownership (TCO) - Basic concept

4.

Significance of TCO

5.

Key components of TCO

• No-load losses & Factor A

• Load losses & Factor B

6.

TCO calculation methodology and applications

7.

Review of freely available TCO calculation tools

8.

Conclusions and recommendations

(36)

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Freely Available TCO Calculators

1.

ABB’s TCO calculator

2. Life Cycle Analysis Tool by BEE

3. Life Cycle Costing of Transformer Losses – Leonardo

Energy

(37)

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ABB’s TCO Tool

(38)

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ABB Tool Inputs Required: SETTINGS &

CONDITIONS

• Currency

(39)

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ABB Tool Inputs Required: CONDITIONS

• Initial electricity price and annual increase

• Transformer nominal rating, service life, average loading

• Interest rate

(40)

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ABB Tool Inputs Required: TRANSFORMER

DATA

• Name or designation of the transformer

• Initial purchase price

• No-load losses

• Load losses

(41)

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ABB Tool – RESULTS

• No-load losses

• Load losses

• Total Cost of Ownership

• Energy and cost savings

• Payback period

(42)

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ABB TCO Tool: FEATURES AND LIMITATIONS

Features

• Simple layout

• Easy to use

• Includes explanations of key

terms

Limitations

• Doesn’t include option to

include installation,

maintenance, decommissioning

costs

• ASEAN currency options

limited

(43)

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Life Cycle Analysis Tool by BEE

Excel worksheet, download from:

(44)

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BEE Tool Inputs: ASSUMPTIONS

• Discount rate

• Tariff escalation

• Inflation

• CO

2

conversion factor

• Salvage value

(45)

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BEE Tool Inputs: Transformer Data

• No of days in a year

and hours of operation

per day

• Electricity price

• Load factor

• Rated kVA

• No-load and load

losses

• Life of a transformer

• Purchase cost

(46)

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BEE Tool – RESULTS

• Life Cycle Cost

• Annual energy consumption

• Carbon footprint

(47)

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BEE Tool: FEATURES AND LIMITATIONS

Features

• Takes into account

maintenance cost, salvage

value, energy price escalation

and inflation

• Easy to use

• Useful for comparing large

number of options

Limitations

• Doesn’t include explanation of

technical terms

• Default current option is Indian

Rupees

(48)

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Life Cycle Costing Tool – Leonardo Energy

Excel worksheet, download from:

(49)

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Leonardo Tool – Inputs Required

Economical data

• Discount or interest rate (%)

• Economic life of transformer

(year)

• Energy price (Euro/MWh)

CO

2

emission data

• CO

2

emissions cost

(Euro/tonnes)

• CO

2

emissions per kWh

(Kg/kWh)

Transformer data

No-load loss

Load-loss

Price

Any extra losses

Loading profile

• Loading profile of transformer

along with harmonic spectrum

(default list is available)

(50)

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Leonardo Tool – RESULTS

• Calculated annual losses – in terms of Euro

• Calculated capitalised losses

• TCO

(51)

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Leonardo Tool – FEATURES AND

LIMITATIONS

Features

• Provides information on transformer losses when harmonics are present

• Includes the profile of typical transformers available in the industry, which makes it

easier to input relevant data like losses, prices, etc.

• Includes a “help” manual

Limitations

• Complicated to use

• Developed for European users, so some of the data and units may not be

compatible with ASEAN figures

(52)

Conclusions & Recommendations …

1.

Project objectives

2.

Distribution transformers - Key component of network

3.

Total Cost of Ownership (TCO) - Basic concept

4.

Significance of TCO

5.

Key components of TCO

• No-load losses & Factor A

• Load losses & Factor B

6.

TCO calculation methodology and applications

7.

Review of freely available TCO calculation tools

(53)

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… Conclusions and Recommendations

1. TCO calculation is a straightforward process, but validity and usefulness of

calculation depends on the accurate assumptions: Discount rate, transformer

lifespan, electricity cost and transformer loading

Recommendation # 1: ASEAN Utilities should review the variables used for the

calculation of loss capitalisation Factors A and B, and ascertain the same are valid

according to the utilities own financial and functional realities. The basis of all

variables should be formally recorded and reviewed periodically.

2. TCO calculation also depends on two more factors that depend on the

transformer manufacturers: Load and no-load losses.

Recommendation # 2: The utilities should work together to create a common

database of transformer losses for different transformer ratings and manufacturers.

Such a database can facilitate easier, faster and more accurate TCO calculations.

(54)

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Conclusions and Recommendations-2/2

3. While free online tools are available for TCO calculations, these tools are not

customised to ASEAN utilities’ specific requirements. Availability of an

easy-to-use, valid and customised TCO tool can help towards greater adoption of TCO

calculations among ASEAN utilities.

Recommendation # 3: An ASEAN-specific Web-based TCO calculator should be

developed, which should include a comprehensive database of all the inputs that go into

TCO calculations: discount rate, electricity cost, transformer losses, etc.

4. ASEAN utilities should make it mandatory to use TCO as the key criterion for

transformer procurement decisions.

Recommendation # 4: Case studies should be developed to show how TCO calculations

can help the ASEAN utilities to improve financial, functional and environmental

performance. The data for these case studies should come from the actual transformers

purchased and used by ASEAN utilities.

(55)

Recap

1.

Project objectives

2.

Distribution transformers - Key component of network

3.

Total Cost of Ownership (TCO) - Basic concept

4.

Significance of TCO

5.

Key components of TCO

• No-load losses & Factor A

• Load losses & Factor B

6.

TCO calculation methodology and applications

7.

Review of freely available TCO calculation tools

8.

Conclusions and recommendations

(56)

References

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