Electrical Engineering  ·  Level 6
Electrical Machines Installation
Chapter 1: Conduct site survey
📚 9 Topics
⚑ What you will be able to do

By the end of this chapter, you will be able to:

  • Follow health and safety procedures correctly to keep yourself and others safe on site.
  • Identify security issues based on the specific environment you are working in.
  • Accurately identify utility services by referring to existing design plans.
  • Prepare a detailed work plan that meets regulatory requirements and follows your organization's procedures.
  • Create a machine installation layout that fits the unique conditions of the site.
  • Establish a cable management system that complies with IET regulations.
  • Prepare a Bill of Quantities (BOQ) that matches the design specifications.
  • Prepare a clear site survey report and share it with the relevant parties following established procedures.

Mastering these skills helps you plan and execute electrical machine installations safely and efficiently, ensuring success in your trade and the satisfaction of your clients.

Conducting a site survey is a critical first step in the installation of electrical machines. It involves assessing the physical and regulatory environment to ensure that installation complies with all legal, safety, and technical requirements. In Kenya, electrical engineers must navigate a complex framework of laws, standards, and by-laws to guarantee that installations are safe, environmentally sound, and meet quality benchmarks. This chapter focuses on the relevant legal and regulatory clauses that govern electrical machine installation site surveys, enabling professionals to perform their duties with full compliance and technical precision.

1.1 Relevant Clauses in Appropriate Acts

The legal framework in Kenya provides the foundation for safe and compliant electrical installations. Understanding the specific clauses within major acts ensures that electrical engineers conduct site surveys that protect workers, the public, and the environment. This section explores key legislation and standards that must be adhered to during the site survey phase of electrical machine installation projects.

1.1.1 Occupational Safety and Health Act (OSHA)

The Occupational Safety and Health Act (OSHA) is the cornerstone of workplace safety regulation in Kenya. It establishes general duties for employers and employees to maintain a safe working environment, which is especially critical during electrical installations where hazards are significant.

Scope and Application of OSHA

OSHA applies to all workplaces in Kenya, including construction sites and electrical installation environments. It mandates risk assessments and the implementation of safety measures to prevent accidents and injuries. For instance, during the installation of transformers at a county hospital, the Act requires proper hazard identification and control measures.

Employer Responsibilities under OSHA

Employers must provide adequate training, personal protective equipment (PPE), and ensure machinery and tools are safe for use. They are also responsible for maintaining clear records of incidents and health surveillance. In a retail business installing new electrical motors, failure to comply can lead to fines and work stoppages.

Employee Duties and Rights

Employees have the right to a safe workplace and must cooperate with safety protocols. They should report unsafe conditions immediately. For example, electricians working on a university campus must follow lockout-tagout procedures to prevent accidental energization.

Penalties for Non-Compliance

OSHA stipulates penalties including fines and imprisonment for violations. Non-compliance during site surveys can result in project delays and increased costs. A hotel found violating OSHA during an electrical upgrade may face sanctions that affect its operational license.

1.1.2 Work Injury Benefits Act (WIBA)

The Work Injury Benefits Act (WIBA) ensures compensation for workers injured during employment, including those involved in electrical machine installation. It complements OSHA by providing a social safety net for affected workers.

Coverage of WIBA

WIBA covers all employees, including casual and contract workers, who suffer injuries related to their work. In the context of electrical installations at a county government office, all technicians must be registered under WIBA.

Employer Obligations

Employers must register employees with the National Social Security Fund (NSSF) and ensure timely reporting of injuries. Failure to do so during a site survey can expose the employer to legal liability.

Benefits Provided

WIBA provides medical care, temporary or permanent disability compensation, and death benefits. These provisions protect workers such as electricians injured while installing switchgear in a hospital.

Claims Process and Dispute Resolution

The Act outlines procedures for filing claims and resolving disputes through the Work Injury Benefits Tribunal. Proper documentation during site surveys aids in smooth claims processing.

1.1.3 Environment Management and Coordination Act (EMCA)

EMCA governs environmental protection during construction and installation activities. Electrical engineers must assess environmental impacts during site surveys and ensure compliance with EMCA provisions.

Environmental Impact Assessment Requirements

EMCA mandates that projects likely to affect the environment undergo Environmental Impact Assessments (EIA). Installation of large electrical machines near water sources, such as at a farm irrigation system, requires EIAs.

Pollution Control Measures

The Act requires mitigation of pollution risks including noise, waste, and chemical discharges. Proper disposal of insulating oils during transformer installation at a university is an example of compliance.

Conservation of Natural Resources

EMCA promotes sustainable use of resources, including energy and land. Site surveys must identify sensitive areas and avoid unnecessary disturbance.

Enforcement and Penalties

The National Environment Management Authority (NEMA) enforces EMCA with powers to halt projects and impose fines. Non-compliance during site surveys can delay electrical machine commissioning.

1.1.4 Relevant Regulations and Standards: Oral Assessment

This section covers the importance of understanding and applying various electrical safety regulations and standards during site surveys, including practical knowledge assessment.

Purpose of Regulations and Standards

Regulations and standards ensure uniformity, safety, and quality in electrical installations. They guide engineers in identifying hazards and specifying installation parameters.

Oral Assessment Role

Oral assessments test the engineer’s comprehension of these regulations and their ability to apply them in site survey scenarios. For example, discussing the correct earthing methods for a hospital’s electrical machines.

Common Topics Assessed

Topics include safety protocols, compliance with legislation, and technical standards such as wiring methods and equipment ratings.

Preparing for Oral Assessments

Preparation involves reviewing key clauses of OSHA, EMCA, WIBA, and technical standards, and practicing scenario-based questions relevant to electrical installations.

1.1.5 IEEE Regulations

The Institute of Electrical and Electronics Engineers (IEEE) provides internationally recognized standards that influence electrical machine installation practices in Kenya.

IEEE Standards Relevant to Electrical Machines

Standards such as IEEE 141 (Red Book) provide guidelines on power system design and installation safety. These are critical in ensuring reliability and safety in installations at major institutions like banks.

Adoption in Kenya

While not legally binding, IEEE standards are widely adopted by professionals and referenced in contracts and project specifications to ensure best practices.

Impact on Site Surveys

IEEE standards help identify key parameters such as voltage levels, insulation requirements, and grounding during site assessments.

Updating and Compliance

Engineers must keep updated with IEEE revisions to maintain compliance and improve safety. For example, applying the latest IEEE cable installation methods in a county government office.

1.1.6 BS 7671 Regulations

BS 7671, known as the IET Wiring Regulations, is the UK standard for electrical installations and serves as a key reference in Kenya’s electrical engineering sector.

Scope of BS 7671

It covers design, erection, and verification of electrical installations, including safety requirements for electrical machines. Kenyan engineers often refer to BS 7671 for guidance on cable sizing and protection.

Influence on Kenyan Standards

KEBS incorporates many BS 7671 principles into local standards, facilitating harmonization. This ensures installations in hospitals and hotels meet international safety benchmarks.

Compliance during Site Surveys

Site surveys must verify that installation designs comply with BS 7671, covering aspects such as circuit protection and earthing systems.

Certification and Testing

BS 7671 requires thorough testing and certification upon installation completion, which starts with accurate site surveys.

1.1.7 KEBS Standards

The Kenya Bureau of Standards (KEBS) sets mandatory standards that regulate electrical equipment and installation practices in Kenya.

Role of KEBS in Electrical Installations

KEBS ensures safety, quality, and compatibility of electrical components used in installation projects. Electrical machines and accessories must have KEBS certification before use.

Standards Relevant to Site Surveys

KEBS standards cover electrical cables, switchgear, insulation, and safety devices, which must be inspected during site surveys.

Inspection and Quality Assurance

During site surveys, engineers check for KEBS marks on equipment and verify compliance with specifications.

1.1.8 KPLC/EPRA By-Laws

The Kenya Power and Lighting Company (KPLC) and the Energy and Petroleum Regulatory Authority (EPRA) enforce by-laws regulating electrical installations connected to the national grid.

KPLC Connection Requirements

KPLC by-laws specify technical and safety requirements for connecting electrical machines to the grid, including metering and protection.

EPRA Licensing and Compliance

EPRA regulates licensing of electrical contractors and ensures compliance with safety and technical standards.

Impact on Site Surveys

Site surveys must verify that installations comply with KPLC and EPRA requirements to avoid disconnection or penalties.

Coordination with Utility Providers

Engineers must coordinate with KPLC during site surveys to schedule inspections and approvals.

1.1.9 County By-Laws

County governments in Kenya have specific by-laws that affect electrical installations within their jurisdictions.

Variation across Counties

By-laws may differ regarding permits, noise control, and environmental protection during electrical machine installation.

Permit and Inspection Processes

Site surveys must identify applicable county permits and inspection requirements to ensure legal compliance.

Enforcement Mechanisms

Counties enforce by-laws through inspections and can halt installations that violate regulations.

Integration with National Laws

County by-laws complement national legislation, requiring engineers to be familiar with both levels when conducting site surveys.

Practice Questions

  1. Explain the key responsibilities of employers under the Occupational Safety and Health Act (OSHA) during electrical machine installation site surveys. (10 marks)
  2. Describe the types of benefits provided under the Work Injury Benefits Act (WIBA) and how they apply to electrical installation workers. (8 marks)
  3. Discuss the importance of the Environmental Management and Coordination Act (EMCA) in the context of electrical machine installation. (10 marks)
  4. Compare and contrast the roles of IEEE and BS 7671 regulations in guiding electrical machine installation in Kenya. (12 marks)
  5. Outline the steps an electrical engineer should take to ensure compliance with KPLC/EPRA by-laws during a site survey. (10 marks)
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🔒1.2 Common hazards and sources of danger and their preventive measures

Site surveys for electrical machine installation expose professionals to a variety of hazards that can cause severe injury or even fatality if not properly managed. In Kenya, where electrical infrastructure projects occur in diverse environments such as hospit…

🔒1.3 Safe and correct handling, use, maintenance and storage of different types of PPE

Personal Protective Equipment (PPE) is a fundamental element in safeguarding electrical engineers during machine installation. In Kenya’s electrical sector, adherence to PPE protocols reduces injury rates and ensures compliance with the Occupational Safety and…

🔒1.4 Security Issues e.g. Theft, Vandalism

In electrical machine installation projects across Kenya, security remains a critical concern. Sites are often vulnerable to theft of valuable materials such as copper wiring and vandalism of installed equipment, which can cause costly delays and safety hazard…

🔒1.5 Utilities Available

Understanding the availability and reliability of utilities at a site is fundamental for planning and executing electrical machine installation projects. Utilities such as water, electricity, and communication infrastructure influence installation methods, saf…

🔒1.6 Preparation of work plan

Preparing a detailed work plan is critical in electrical machine installation projects in Kenya, ensuring efficient use of resources, compliance with safety standards, and adherence to timelines. A well-structured plan aligns with the machine manufacturer’s sp…

🔒1.7 Cable management

Effective cable management is essential in electrical machine installation projects in Kenya to ensure safety, reliability, and ease of maintenance. Proper organization of cables reduces risks of damage, interference, and fire hazards in industrial plants, hos…

🔒1.8 BOQ

In electrical machines installation projects across Kenya, a comprehensive Bill of Quantities (BOQ) is essential for effective cost control and resource planning. The BOQ provides a detailed breakdown of all materials, labour, plant, and equipment required for…

🔒1.9 Survey Report

The survey report is a vital document produced after conducting a site survey for electrical machines installation. It consolidates all collected information, including client and project details, technical observations, sketches, data on available utilities,…

Chapter Summary

This chapter covers the essential legal frameworks relevant to conducting a site survey, including key provisions from the Occupational Safety and Health Act, Work Injury Benefits Act, Environment Management and Coordination Act, as well as standards and regulations from IEEE, BS 7671, KEBS, KPLC, EPRA, and county by-laws. It addresses common hazards encountered during site surveys such as burns, electric shocks, and falling objects, alongside effective preventive measures to ensure safety. The chapter emphasizes the proper handling, use, maintenance, and storage of personal protective equipment to mitigate risks. Security concerns like theft and vandalism are also discussed to safeguard equipment and personnel. Available utilities at the site, including water, electricity, and communication systems, are examined to support installation activities. Preparation of a detailed work plan involves creating machine layout drawings following manufacturer manuals, defining the scope of work, and assembling the installation team. Cable management techniques involving cable trays, ducts, bus bars, and trunking are explained with a focus on preparing accurate bills of quantities. Finally, the chapter outlines the components of a comprehensive survey report, which includes client and technical lead details, sketches, collected data, utility availability, and site photographs.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. Which section of the Occupational Safety and Health Act (OSHA) specifically addresses electrical safety requirements on construction sites? (2 marks)
  2. Explain two key provisions of the Work Injury Benefits Act (WIBA) that protect electrical workers in Kenya. (3 marks)
🔒20 more in this section.

Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Identify four relevant clauses from the Occupational Safety and Health Act (OSHA) that apply to electrical machines installation sites in Kenya. (4 marks)
  2. Explain the key provisions of the Work Injury Benefits Act (WIBA) that protect electrical installation workers in case of accidents. (4 marks)
🔒18 more in this section.

Chapter Practical Activities

Practical 1: Interpretation of legal and safety acts applicable to electrical machine installation sites

Electrical Engineering · Level 6
Electrical Machines Installation
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Prepare a detailed report identifying and explaining relevant clauses from OSHA, WIBA, and EMCA applicable to electrical machine installation sites, covering safety, injury benefits, and environmental management, minimum 3 pages.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
PenOccupational Safety and Health Act (OSHA) 2007
NotebookWork Injury Benefits Act (WIBA) 2007
Computer with internet access and word processing softwareEnvironment Management and Coordination Act (EMCA) 1999
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Occupational Safety and Health Act (OSHA) 20071 copy per Candidate
2Work Injury Benefits Act (WIBA) 20071 copy per Candidate
3Environment Management and Coordination Act (EMCA) 19991 copy per Candidate
4Pen and notebook1 set per Candidate
5Computer with internet access and word processing software1 per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Identification and explanation of OSHA clauses
Wore appropriate PPE during site survey (safety boots, gloves, goggles)
(Award 2 marks for correct PPE worn, 0 if missing)
2
Identified and listed at least 5 relevant OSHA clauses applicable to electrical machine installation
(Award 1 mark per relevant clause correctly identified, up to 5 marks)
5
Provided clear explanation of each OSHA clause relevance to the site installation
(Award 1 mark per clause explanation, up to 5 marks)
5
Sub-Total12
TASK 2: Identification and explanation of WIBA clauses
Identified and listed at least 3 relevant WIBA clauses relating to work injury benefits
(Award 1 mark per clause identified, up to 3 marks)
3
Explained how WIBA clauses apply to electrical installation workers and site safety
(Award 1 mark per clause explanation, up to 4 marks)
4
Sub-Total7
TASK 3: Identification and explanation of EMCA clauses
Identified and listed at least 4 relevant EMCA clauses applicable to environmental management on site
(Award 1 mark per relevant clause identified, up to 4 marks)
4
Explained measures to comply with EMCA clauses during electrical machine installation
(Award 1 mark per clause explanation, up to 5 marks)
5
Sub-Total9
TASK 4: Report presentation and completion
Report is well structured with clear headings for OSHA, WIBA, and EMCA sections
(Award 3 marks for clear structure, 0 if disorganized)
3
Report length is minimum 3 pages typed, legible and free from major spelling errors
(Award 3 marks for correct length and legibility)
3
Used correct referencing of legal acts and clauses
(Award 2 marks for accurate referencing)
2
Sub-Total8
PRODUCT CHECKLIST
Report correctly identifies and explains relevant clauses from OSHA, WIBA, and EMCA
(Award up to 10 marks for correctness, clarity, and completeness)
10
Report demonstrates understanding of legal requirements for electrical machine installation safety
(Award up to 5 marks for demonstrated understanding)
5
Report is professionally presented (formatting, grammar, spelling)
(Award up to 5 marks for professional presentation)
5
Sub-Total20
GRAND TOTAL56
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Application of Electrical Regulations and Standards for Installation

Electrical Engineering · Level 6
Electrical Machines Installation
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Prepare a detailed compliance report referencing IEEE, BS 7671, KEBS, KPLC/EPRA, and County by-laws for a 415V, 3-phase electrical installation survey.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Electrician Toolkit (Screwdrivers, Pliers, Tester, etc.)IEEE Electrical Safety Code
PPE (Safety Gloves, Goggles, Safety Boots)BS 7671 Wiring Regulations
Pen and MarkerKEBS Electrical Standards Manual
KPLC/EPRA By-laws Document
County Electrical Installation By-laws
A4 Paper Sheets for Notes and Compliance Checklist
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1IEEE Electrical Safety Code1 copy per Candidate
2BS 7671 Wiring Regulations1 copy per Candidate
3KEBS Electrical Standards Manual1 copy per Candidate
4KPLC/EPRA By-laws Document1 copy per Candidate
5County Electrical Installation By-laws1 copy per Candidate
6Electrician Toolkit (Screwdrivers, Pliers, Tester, etc.)1 set per Candidate
7PPE (Safety Gloves, Goggles, Safety Boots)1 set per Candidate
8A4 Paper Sheets for Notes and Compliance Checklist3 sheets per Candidate
9Pen and Marker1 set per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Compliance Survey and Report Preparation
Wore appropriate PPE including safety boots, gloves and goggles
(Award 1 mark if all PPE worn before starting)
1
Identified and listed tools required for survey and documentation
(Award 2 marks for complete and correct listing)
2
Referred to IEEE regulations relevant to electrical safety
(Award 3 marks for correct referencing and application)
3
Referred to BS 7671 wiring regulations for installation standards
(Award 3 marks for correct referencing and application)
3
Applied KEBS standards for materials and workmanship
(Award 3 marks for correct referencing and application)
3
Referenced KPLC/EPRA by-laws for connection and compliance
(Award 3 marks for correct referencing and application)
3
Consulted County electrical by-laws for local compliance requirements
(Award 3 marks for correct referencing and application)
3
Prepared a clear, concise compliance checklist/report on A4 sheets
(Award 4 marks for completeness, clarity, and relevance)
4
Maintained good housekeeping and organized notes and documents
(Award 1 mark for neat and orderly work area and documentation)
1
Sub-Total23
PRODUCT CHECKLIST
Compliance report correctly references all 5 standards and regulations
(Award 5 marks if all references correctly cited and applied)
5
Report covers all key compliance areas: safety, wiring, materials, connections, local by-laws
(Award 5 marks for comprehensive coverage)
5
Report is well structured, legible and professionally presented on A4 paper
(Award 4 marks for presentation and clarity)
4
Candidate demonstrates understanding of regulations by oral explanation
(Award 3 marks for clear, accurate oral answers on regulations)
3
Maintains consistent use of terminology and correct referencing format
(Award 3 marks for professional terminology and referencing)
3
Sub-Total20
GRAND TOTAL43
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Identify and mitigate common electrical site hazardsPractical 3
🔒Perform Security Risk Assessment at Electrical Machines Installation SitePractical 4
🔒Site Survey and Documentation of Utilities Availability and ConditionPractical 5
🔒Preparation of a Work Plan for Electrical Machines InstallationPractical 6
🔒Machine Layout Drawing Preparation for 3-Phase Induction Motor InstallationPractical 7
🔒Identification of Installation Scope and Team for Electrical Machine InstallationPractical 8
🔒Plan and layout cable management system with BOQ preparationPractical 9
🔒Preparation of Bill of Quantities for Electrical Machines InstallationPractical 10
🔒Electrical Machines Installation Site Survey Data Collection and ReportingPractical 11
🔒Safe Handling, Use, Maintenance and Storage of PPE for Electrical Site WorkPractical 12
🔒Identification and Application of Electric Shock and Fire Prevention Measures during Site SurveyPractical 13
🔒Site Survey for Assessment of Physical Hazards Related to Falls and Falling ObjectsPractical 14
🔒Assessment of Environmental Hazards: Noise, Dust, and Chemicals on Electrical Machines Installation SitePractical 15
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Am I competent?

At the start of this chapter we promised you would be able to:

  • Follow health and safety procedures correctly to keep yourself and others safe on site.
  • Identify security issues based on the specific environment you are working in.
  • Accurately identify utility services by referring to existing design plans.
  • Prepare a detailed work plan that meets regulatory requirements and follows your organization's procedures.
  • Create a machine installation layout that fits the unique conditions of the site.
  • Establish a cable management system that complies with IET regulations.
  • Prepare a Bill of Quantities (BOQ) that matches the design specifications.
  • Prepare a clear site survey report and share it with the relevant parties following established procedures.

Tick each one you can genuinely do.

So, are you there yet?

You're competent when you can confidently do 50% or more of what this chapter promised.

Sign in to record how you're doing.