Electrical Transformer Installation Method Statement

Electrical Transformer Installation Method Statement

This procedure is used to determine the way of supply and installation of Transformers for the project.

This post describes transformer installation.

  • Preparing work.
  • Delivery and inspection of materials upon arrival on site.
  • Installing the system.

Strictly adhere to the manufacturer’s safety recommendations for handling & using the components.

Ensure that every individual engaged are informed of the current situation.

Specific safety precautions must be followed as needed, and all safety measures are addressed separately in project safety schedule.


  • The material chosen will be authorized by the engineer.
  • The sizing and route layout will follow the authorized shop drawings.

Storage and Protection

  • Deliver component parts to the work site, fully identified in line with shop & certified CAD drawings supplied for this project.
  • Store above ground, as directed by the manufacturer, and fully protected from weather as well as construction activities.
  • To verify all preparation & application work follows the contract specification and approved drawings.
  • To verify work progresses according to the plan and agreed explained procedure.
  • To ensure that all equipment and materials needed for the construction program are available.
  • To collaborate with the primary contractor, the MEP coordinator, and safety officer to complete the project safely.
  • To ensure work follows the contract specification, authorized method statement, and shop drawings.
  • Provide the relevant information and assign construction duties.
  • To provide updates to the Project Manager on work program progress.
  • To coordinate with the safety officer & ensure safe work practices.
  • Daily cooperation with site engineer and proper work force distribution on required and planned sites are the foreman’s duties.
  • To make sure his assistant foreman/charge hand knows the job requirements & has enough information to do their job.
  • Make sure daily work is going as planned and inform the site engineer of any resource needs.
  • To collaborate with site engineer to move manpower as scheduled.
  • Follow site engineer directions to control garbage disposal.
  • To work closely with safety officer to keep the site clean and safe, using proven safety practices and making sure his staff is aware of them to avoid accidents and losses.
  • Notify the site engineer of inspection-ready areas.
  • Material distribution and control fall to the foreman and storekeeper.
  • Implement all safety precautions according to the HSE strategy and inform everyone.
  • Make sure all safety measures are sufficient for site safety.
  • Check all site activities and teach staff to prevent accidents & ensure correct execution.
  • Keep the site neat.
  • Daily cooperation with the subcontractor Site Engineer to complete work and distribute resources.
  • Work reports are completed daily and discussed with Site Engineer for future planning.
  • Complying with subcontractor design basics, especially safety and engineering
  • Reporting any unexpected incident or need to Site Engineer promptly.
  • Responsible for storage operations, including storing items delivered to the site in a rust-free environment.
  • One who will confirm site material receipt with QA/QC and the concerned engineer. 
  • Transformers must be inspected and checked in accordance with the necessary general arrangement drawings, approved material submittals, etc.
  • Transformers must be inspected for any evidence of damage that happened during transit. The transformer must be stored at a safe, clean, and dry temperature. If any damage is discovered, it must be reported to suppliers (or) the appropriate parties.
  • The features of the transformer mentioned on the rating plate must be compared to those of the shipping paperwork and the test report that is connected to the transformer.
  • Each transformer must be inspected for accessories, rating, name plate information, protective devices, indicators, and terminal boxes.
  • Compliance with concerns raised during factory inspections will be checked, (if any).
  • The accessibility of all identifying & warning levels will be verified.
  • All materials necessary on-site must be inspected, handled, and stored properly.
  • Any discrepancies, damage, or other issues must be documented and submitted for correction.
  • Material determined to be unsuitable in accordance with the authorized material submittal will be removed from the site.
  • Proper storage must be given in accordance with manufacturer recommendations.
  • Transformer 
  • Components and 
  • Accessories.

The equipment that will be used for transformer installation shall be as follows:

  • Hand Tools Power Tools (if needed)
  • Diagonal Cutting Pliers
  • Wire stripper/cutter with spring and side-cutting pliers.
  • Shank Screwdriver / Flat screwdriver
  • Compression lug crimping tool
  • Required conduit for system cabling.
  • Knock out set (for conduit).
  • Personal Protective Equipment (PPE) (safety helmet, boots, gloves, and safety vest)
  • The equipment must be inspected & checked against the applicable general arrangement drawings & authorized material submittal.
  • The transformer must be stored at a safe, clean, and dry temperature.
  • When the transformer & accessories are on site, an inspection request will be submitted to the consultant for approval.

The rubbish generated by the scope of work will be disposed of in the approved disposal area.

Several general control measures regarding safety, environment, and quality will be necessary for our scope of operation, & special control measures will not apply to:

  • Proper PPE should be worn at all times.
  • Permit to work at heights greater than 2 meters, if applicable.
  • A lifting operation permit (using a crane) is required where relevant.

Where necessary, a confined space permit is required.

Approved work technique statements and risk assessments shall be made available on site.

All workers performing the work must be instructed on this method statement & risk assessment.

  • The area to be verified for civil work has been successfully completed, and transformer installation can begin.
  • The check area is clean for situating the lifting crane & transformers.
  • Extra precautions should be taken when lifting transformers, as indicated by manufacturers.
  • Special lifting eyes will be employed.
  • The transformer shall be raised with a maximum sling angle of 60°, as recommended by the manufacturer.
  • If the transformer comes with a protection cage, the roof must be removed to attach the slings.
  • Before lifting, examine all attachment points for broken welds and loose nuts and bolts.
  • Guide ropes must be used to prevent the transformer from twisting or swaying after it has been hoisted clear of the ground.
  • Transformer must not attempt to raise in severe winds.
  • Transformer shall be situated on a flat surface capable of sustaining its weight.
  • The transformer must be mounted on a removable GI U channel at the final installation location.
  • To locate the transformer in its ultimate place, an appropriate lever on the unique points anticipated on the lower frames must be employed, acting only on the magnetic core and/or the winding.
  • Transformers must not be moved by pressing the coils and connections.
  • Cable support, cabling, & terminations must be completed in accordance with authorized designs and manufacturer’s recommendation.
  • Transformer installation will be submitted for inspection.
  • The installation will be examined by the site electrical supervisor & engineer to ensure that the transformer is properly placed and oriented.
  • Following the final location of the transformer, all wheels shall be locked to prevent any movement of the transformer.
  • Transformer auxiliaries & instruments shall be installed in accordance with the manufacturer’s recommendations and advice, under the direct supervision of the site Electrical Supervisor & Engineer.
  • HV & LV side terminations must be carried out in accordance with authorized designs.
  • Transformer earthing must be done in accordance with local authority regulations, specifications, and approved drawings.
  • Conduct risk assessment.
  • After the transformer has been inspected and approved by the local authority & consultants, it will be properly protected from dust by a suitable covering before being released for testing.

This method statement must be read in addition with the following documents:

Insulation Resistance and Continuity Test Report

A copy of this method statement will be given to the following for information, action, or comments:

  • Project Manager, 
  • Project Engineer, 
  • Site Engineer, 
  • Foremen, 
  • Safety Engineer, 
  • Technician, and
  • Store Keeper.


Risk Assessment

Testing Procedure