Generac Power Systems Power Transfer System with Dual Load Manager, 1403 Owner's Manual

This symbol points out important safety instructions, which, if not followed, could endanger the personal safety and/or property of yourself and others. Read and follow all instructions in the manual before attempting to operate this unit.
Model No. 1403-0 Power Transfer System Manual No. B4610 (Revision 2, 1/28/2000)
GENERAC
Portable Generator
Power Transfer System with Dual Load Manager
Owner’s Manual
Questions?
Before taking your system
back to the store,
call the generator
helpline at
18002701408
MF 85 CT
DESCRIPTION
The Model 1403 Power Transfer System safely connects up to twelve essential household loads, such as the furnace fan, freezer, refrigerator, water well pump, sump pump, lighting or outlet circuits to either the utility power or a portable generator. In the event of a utility power failure, the homeowner can safely select devices to be powered by an outdoor portable generator. Self-contained load meters assist the operator when managing power loads. The power transfer system will not permit connection to both utility and generator power at the same time.
The Model 1403 Power Transfer System is easy for a licensed electrician or qualified professional to install, safe for a homeowner to operate, and will work with 240 Volt AC generators factory equipped with a NEMA type 14-50R receptacle.
This manual contains important warnings and information. READ AND RETAIN FOR REFERENCE.
IMPORTANT
This product must be installed in compliance with local residential wiring and electrical codes by a
licensed electrician or qualified professional. Generac Portable Products is not responsible for
damaged equipment, accidents, or personal injury caused by incorrect installation.
Read this Safety Manual and Instructions BEFORE operating Power Transfer System.
CONTENTS:
Installation Instructions - - - - - - - - - - - -Page 1 through 12 Owners Operating Procedure - - - - - -Page 13 through 16
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NOTE: The maximum load allowed through each Load Manager switch is 7200 Watts: 30 Amps at 240 Volts or 60 Amps at 120 Volts.
Per National Electric Code, connection of a generator to any electrical circuit normally powered by an electric utility must be by means of approved transfer switch equipment so as to isolate the electrical circuit from the utility distribution system when the generator is operating. Failure to isolate the electrical circuits by such means may result in injury or death to utility power workers due to backfeed of electrical energy.
CAUTION: Each Load Manager switch is for
indoor use only. The connection box is a NEMA type 3R, intended for outdoor use.
NEMA stands for National Electrical Manufacturers Association.
GENERATOR COMPATIBILITY
Only use a generator that is factory-equipped with a NEMA Type 14-50R receptacle.
NEVER use a generator equipped with a 3-prong 240 Volt receptacle because damage may occur in connected appliances.
CARTON CONTENTS
Items in the shipping carton include:  Two Load Manager Switches  Connecting Box  Connecting Cord Set  50 Amp Connecting Plug  Attention Decal If any of the above parts are missing or damaged, call
the Generac helpline at 18002701408.
UNPACKING
Remove the Power Transfer System components from the shipping carton. Each Load Manager switch is completely prewired and ready for installation. Inspect the switches and attached wires and flexible conduit for any shipping damage.
The connection box is supplied ready to be wired. Inspect the box, the connection cord set, and the connecting plug for any damage.
The installer will select and attach the connecting cord plug, as described in the Installation Procedure, step 22.
Items Not Shipped with Power Transfer System:
The following items, required for system installation, are not included and must be provided by the installer:
1. Tools required for installation
2. Anchors and screws to mount the power transfer system components and conduit.
3. Junction box(s), conduit, fittings, wire nuts, and insulated copper wire for connecting the Load Manager switches to the outside connection box.
SPECIFICATIONS
Model Number.......................................................1403
Maximum Circuits......................................................12
Maximum Load/Circuit from Generator ...........15 Amps
Maximum Load/Circuit from Load Center .......20 Amps
Maximum Watts per Load Manager...................7200
Connecting Cord Length .........................................8 ft.
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GENERAL SAFETY INFORMATION
1. A licensed electrician or qualified professional (referred to herein as installer) must install the power transfer system per local code.
2. During installation, the installer is required to remove the cover from the building power distribution panel (referred to herein as a load center.) To reduce the risk of electrical shock, the Main circuit breaker must be turned OFF while the load center cover is removed.
3. DO NOT OVERLOAD THE GENERATOR. Overloading a generator in excess of its rated wattage capacity will trip generator circuit breakers.
4. Always plug the connecting cord set into the connection box and generator BEFORE starting the generator. Always shut the generator down before detaching the cord set.
5. Portable generators attached to this Power Transfer System must be operated outside, in accordance with warnings and instructions found in the generators Owners Manual.
PLAN THE INSTALLATION
The installer and the homeowner decide which circuits are to be powered by the generator during a utility power outage:
 The plan should ensure that no single circuit load
exceeds 15 Amps.
 The plan should also identify circuits that exceed the
15 Amp maximum.
 During generator operation, the homeowner should
use only necessary household items and to alternate use of larger loads, such as water pump or electric skillet. The installer will instruct the homeowner in appropriate load management techniques.
Three methods of determining loads are given here:
Measure Actual Loads
The installer uses a clamp-on ammeter to measure each of the actual desired loads to ensure each total circuit draws less than 15 Amps.
Sum Loads from Data Plates
The installer inspects each desired device, notes current consumption found on labels on each appliance, then adds all loads on each circuit:
 The rated current of appliances and motors can
usually be found on a data plate or decal affixed to the device.
 The rated wattage of lights can be taken from light
bulbs.
 Some electric motors, such as induction types,
require about three times more power for starting than for running. This surge of power lasts for only a few seconds when starting such motors. Be sure to allow for this high starting load.
Estimate Loads
The third method estimates total circuit loads based on information given in Figure 1.
APPLIANCE ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~LOAD DRAW
Air Conditioner (12,000 BTU) ~ ~ ~ ~ ~(1700W) 7A@240V Coffee Maker ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~(1000W) 8.4A@120V *Electric Range (one element) ~ ~ ~(1500W) 6.3A@240V Electric Blanket ~ ~ ~ ~ ~ ~ ~ ~ ~ ~(1500W) 12.5A@120V Electric Skillet ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~(1250W) 10.5A@120V *Freezer ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~(500W) 4.2A@120V *Furnace Fan (1/3 HP) ~ ~ ~ ~ ~ ~ ~(1200W) 10A@120V *Jet Pump ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~(800W) 3.4A@240V Light Bulb ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~(100W) 0.9A@120V Microwave Oven ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~(700W) 5.9A@120V Oil Burner on Furnace ~ ~ ~ ~ ~ ~ ~ ~(300W) 2.5A@120V Oil Fired Heater (30,000 BTU) ~ ~ ~ ~(150W) 1.3A@120V Oil Fired Heater (85,000 BTU) ~ ~ ~ ~(225W) 1.9A@120V Oil Fired Heater (140,000 BTU) ~ ~ ~(400W) 3.4A@120V Radio ~ ~ ~ ~ ~ ~ ~ ~ ~ ~(50 to 200W) 0.5 to 1.7A@120V *Refrigerator ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~(600W) 5A@120V *Submersible Well Pump (1 HP) ~ ~(2000W) 8.4A@240V Sump Pump ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~(600W) 5A@120V Television ~ ~ ~ ~ ~ ~ ~ ~(200 to 500W) 1.7 to 4.2A@120V
* Allow 3 times the listed watts for starting these devices.
WATTS = AMPS x VOLTS
Figure 1  Load Reference Guide
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INSTALLATION PROCEDURE
Load Manager Switch
Before removing the load center cover, plan mounting location for both Load Manager switches. To do so, hold a Load Manager switch about 18 inches from the center of the load center, as shown in Figure 2.
NOTE: The following procedure describes the installation of one Load Manager switch. Use identical instructions to install and test the second Load Manager switch.
1. Ensure there is enough room to mount both Load Manager switches so their flex conduit attaches directly to the load center.
2. Identify appropriate vacant load center 3/4 knockouts.
DANGER: Contact with wires and terminals
inside the load center must be avoided as contact may result in dangerous electrical shock. Before removing the load center cover, switch OFF the main circuit breaker serving the load center. Remember that wires on the line side of the main circuit breaker are electrically dangerous.
3. Turn OFF the load centers main circuit breaker, then remove the load center cover.
4. Remove the predetermined knockouts. Route all wires extending from the flexible conduit attached to a Load Manager switch through the empty
hole, as shown in Figure 3. Secure the conduit connector to the load center with the supplied lock nut.
5. Anchor the Load Manager switch to the wall at the selected position, as shown in Figure 4.
Figure 2  Planning Switch Location
Figure 3  Wire Loom from Switch
Figure 4  Anchoring Load Manager Switch
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6. From the load management plan, determine the load that is to be connected to Load Manager switch circuit A. Turn that load center circuit breaker to its OFF position. Loosen the screw that retains the wire to this breaker, then detach the wire. Figure 5 shows the selected load wire detached from the circuit breaker.
7. Find the black and red wires marked A that come from the Load Manager switch. Using good workmanship, route both of these wires near the selected circuit breaker. Trim and strip the red A wire and install it properly into the circuit breaker.
8. Trim and strip the black A wire to mate with the wire previously detached from the breaker. Secure the wire ends with a wire nut. Neatly dress the wires into the load center, as shown in Figure 6.
IMPORTANT:The installer should never cross the black and red leads from the Load Manager switch. Doing so will void the warranty and could cause significant damage to Load Manager components and the generator.
Make Sure:
 The RED wire from the Load Manager switch is
always connected to the circuit breaker.
 The BLACK wire from the Load Manager switch is
always connected to the wire going to the load.
DANGER! You must connect the Load
Manager switch wires as described or serious damage to the equipment or yourself may result.
9. Select the load center circuit that will become load management circuit B. Repeat Steps 6 through 8 for the red and black wires marked B coming from the Load Manager switch.
10. If you wish to connect a 240 Volt AC two-pole circuit, such as a well pump, proceed as follows:
a. Turn off the two-pole circuit breaker used for
the pump circuit and detach the load wires from that breaker.
b. Select the four wires marked C and D
coming from the Load Manager switch conduit and route them close to the selected circuit breaker(s).
c. Repeat Steps 6 through 8 for each pair of red
and black wires C and D.
d. A typical two-pole circuit connection is shown
in simplified form in Figure 7.
Figure 7  Two-pole Connection
Figure 5  Wire Detached From Breaker
Wire removed
Figure 6  Single-pole Connection
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11. If a two-pole circuit is not needed, the two-pole coupled switch can be converted into two single­pole circuits. Simply remove and discard the handle tie connecting load management circuits C and D, as shown on the right in Figure 8.
12. When steps 6 through 8 have been completed for all desired circuits, install the WHITE (neutral) lead coming from the Load Manager switch, as follows:
a. Find an unused hole in the load center neutral
bar.
b. Trim and strip the white wire and install it into
the neutral bar.
c. Figure 9 shows a properly-connected WHITE
lead.
13. Install the GREEN lead coming from the Load Manager switch, as follows:
a. Find an unused hole in the load center
GROUND bar.
b. Trim and strip the green wire and install it into
the GROUND bar.
c. Remove protective backing from the Attention
Decal. Per National Electric Code, affix decal to load center surface closest to the green wire installed in (b.) above.
d. If no ground bar exists, install the GREEN wire
into an unused hole in the neutral bar. Affix label as described in (c.).
e. Figure 10 shows a properly-connected GREEN
lead.
14. Install the second Load Manager switch, repeating the instructions given in Steps 4 through 13 above.
15. After both Load Manager switches have been installed, install the load center cover. Set all switches on both Load Manager switches to the LINE position. Turn ON the load center MAIN breaker. All breakers in the load center connected to Load Manager circuits should be switched on. Load Manager switch installation is now complete.
Figure 10  GREEN Lead Installation
Figure 9  WHITE Lead Installation
(Neutral)
Figure 8  Convert Two Pole to Single Pole
Handle Tie Installed Handle Tie Removed
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Connection Box
The installer should use local codes and the following procedure to install the generator connection box provided with this system.
16. Locate and mount the connection box on an outside wall as close as possible to the load center. However, consider household air intake ducting when when locating generator and connection box. A typical power transfer system complete installation is depicted in Figure 11.
17. As shown in Figure 12, mount a junction box at the appropriate distance from the Load Manager switches so that both 1/2 flexible conduits can be connected to it.
Figure 12  Junction Box Installation
Figure 11  Typical Completed Power Transfer System Installation
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18. Referring to Figure 13, remove the connection box inner panel. Mount the connection box at its planned location on an outside wall.
19. Run appropriately sized conduit from the junction box to the connection box. Anchor all boxes, conduit, and fittings.
20. Pull four properly-sized insulated wires through the conduit joining the junction box and the connection box. Trim and strip each wire in the junction box. Make secure connections using wire nuts. Figure 14 shows wires from one of the two Load Manager switches installed. When both switches have been connected, install the junction box cover.
Figure 13  Connection Box Installation
Figure 14  Junction Box Connections
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21. As shown in Figure 15, trim, strip, and connect each wire to the appropriate terminal on the locking receptacle on the connection box inner panel. Use the schematic affixed to the inside of the connection box to make proper wire connections. When all connections have been made, install the connection box inner panel.
Connecting Cord Set
22. Referring to the schematic in Figure 16 and the markings on the connector itself, properly attach the plug to the pigtail end of the connecting cord set.
Identifying Circuits
A label, similar to that depicted in Figure 17, is provided on each Load Manager switch cover. The installer should fill in this information, describing the appliance and the related circuit numbers in the load control center.
This completes the installation of the Generac Portable Products Power Transfer System. The installer should test the system, as described in the TESTING section, and instruct the homeowner in proper routine testing techniques.
Figure 15  Connection Box Connections
Figure 16  50 Amp Cord Set Connector
Figure 17  Circuit Identification Label
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INSTALLATION AND LOAD MANAGEMENT NOTES
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LOAD MANAGER SCHEMATIC DIAGRAM
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Item Part No. Qty. Description
1 20030 1 COMPLETE ENCLOSURE,
Front & Back 2 39271 1 CONNECTOR, 90 Degree 3 98927 1 ASSY., Switch, 3 Position
Item Part No. Qty. Description
4 99151 1 ASSY., Circuit Breaker, 15
Amp 5 B4603 2 METER, 30 Amp, 3600 Watt 6 B5683 2 BUSHING, Anti Short
Item Part No. Qty. Description
1 B4608 1 CORD SET, Connecting 2 97774 2 SWITCH, Load Manager 3 B4609 1 BOX, Connecting
Item Part No. Qty. Description
4 B4626 1 DECAL, Attention 5 B4612 1 PLUG, Connecting
EXPLODED VIEW & PARTS LIST
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OPERATING PROCEDURE
This manual section describes the routine procedures used by the owner to operate the Power Transfer system.
Each Load Manager switch is equipped with six three-position switches. The switch positions labeled LINE are used for connecting the desired devices to the utility power source. The switch positions labeled OFF are used for load management. The switch positions labeled GEN are used for connecting desired circuits to the generator power source.
Switch To Generator Power
To switch to generator power after a utility power failure:
1. Ensure all Load Manager switches are in LINE position, as shown in Figure 18.
2. Align the female socket of the connecting cord set with the connection box receptacles mating male prongs, as shown in Figure 19. Push cord set connector in and twist clockwise to lock.
3. Align the male prongs on the other end of the cord set with the mating female terminals of the generators 50 Amp 240V receptacle, as shown in Figure 20. Push connector fully into receptacle.
4. Ensure generator is outdoors and fuel is adequate.
5. Start the generator using instructions given in the generator owners manual.
Figure 18  Switches in LINE Position
Figure 19  Connection Box Connection
Figure 20  Align Connector at Generator
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6. At the Load Manager switches, move desired circuit switches from LINE position to GEN position (as shown in Figure 21).
Load Management
The number of circuits that can be operated simultaneously during a utility failure will depend on the wattage capacity of your generator. Most portable generators do not have the capacity to handle loads on all Load Manager switch circuits at the same time.
Review the load management plan developed with the installer (see Plan the Installation). It may be necessary to selectively turn on and off certain loads while using generator power so that necessary appliances can be operated safely.
The watt meters provided on the Load Manager monitor the current draw through each set of three circuits (i.e.: circuits A, B, and C are monitored by the lower left meter; circuits D, E, and F are monitored by the lower right meter.) When switching loads to the GEN position, watch the watt meter to ensure that maximum current levels are not exceeded.
Switch To Utility Power
To revert from generator power to utility power after utility power is restored:
1. At the Load Manager switches, place all switches in LINE position, as shown in Figure 18.
2. Shut off the generator.
3. Disconnect the connecting cord set from the generator and the connection box.
Testing
Following installation and periodically thereafter, test the power transfer system as follows:
1. Ensure that all Load Manager switches are at LINE position (see Figure 18).
2. Connect the connection cord set to the house connector box (see Figure 19).
3. Connect the other end of the connection cord set to the generator (see Figure 20).
4. Start the generator.
5. At one of the Load Manager switches, set the A switch to the GEN position, as shown in Figure 22. Verify that the load attached to the A circuit is operating properly. Return A switch to LINE position.
6. Repeat Step 5, above, for each remaining load management circuit on both switches.
Circuit Breakers in Load Manager Switch
Individual Load Manager switch circuits A through F are each protected by a 15 Amp circuit breaker. These breakers are labeled A, B, C, and so forth, as seen in Figure 22, for example. If an electrical load on one of these circuits exceeds 15 Amps, the Load Manager switch circuit breaker will open.
To reset a Load Manager switch breaker: 1, Eliminate the overload condition.
2. Place the switch with the tripped circuit breaker in the OFF or middle position.
3. Press in the circuit breaker button and observe that the button remains in.
4. Place the switch that was in the OFF position back to GEN (or LINE, if that is what is desired).
The load controlled by that Load Manager switch circuit should now be operating properly.
If the circuit breaker does not reset, contact a licensed electrician to repair the problem.
Figure 21  All Switches in GEN Position
Figure 22  A Switch in GEN Position
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TROUBLESHOOTING
Problem Cause Solution
Generator is running, but no AC output is available.
1. Generator circuit breaker is open.
2. Poor connection or defective cord set.
3. Connected device is bad.
4. Fault in generator.
1. Reset circuit breaker.
2. Check and repair.
3. Select a different appliance or load that is in good condition.
4. Contact authorized service center.
Generator runs good but bogs down when loads are connected.
1. Short circuit in a connected load.
2. Generator is overloaded.
1. Disconnect shorted electrical load.
2. See Load Management on page 14.
All Load Manager switches do not work when on generator power.
1. Load management switches in OFF or LINE positions.
2. Generator circuit breaker is open.
3. Poor connection or defective cord set.
4. Connected device is bad.
5. Fault in generator.
1. Set Load Manager switches in GEN position.
2. Reset circuit breaker.
3. Check and repair.
4. Select a different appliance or load that is in good condition.
5. Contact authorized service center.
Appliances dont work after utility power comes back on.
1. Load management switch in OFF or GEN position.
2. Load management switch circuit breaker(s) is open.
1. Set switch to LINE position.
2. Reset circuit breaker. See Circuit Breakers in Load Manager Switch section, page 14.
Only some loads work on generator power.
Load management switch circuit breaker is open.
Reset circuit breaker. See Circuit Breakers in Load Manager Switch section, page 14.
Wattmeter overloaded.
Connected loads on circuits exceed 3600 watts.
Reduce loads on circuits.
LIMITED WARRANTY
One Year Limited Warranty
Generac Portable Products (hereafter referred to as the COMPANY), warrants to the original purchaser that this Power Transfer System will be free from defects in material and or workmanship for a period of one year from date of original sale. To register Power Transfer System ownership, the Owners Registration card must be completed and returned to the COMPANY by the installer (licensed electrician or qualified professional). Any equipment that the buyer claims to be defective in material and or workmanship must be examined by a licensed electrician or qualified professional who is familiar with local electrical codes. The COMPANY will, at its option, repair and/or replace any part which is found by the COMPANY to be defective under normal use and service. All transportation costs under this warranty, including return to the factory, are to be borne and prepaid by the purchaser.
Warranty Schedule
Year One - 100% for all components (as listed in manual)
All warranty expense allowances are subject to the conditions as defined in the published COMPANY Policies and Procedures Manual.
This Warranty Shall Not Apply To:
1. Power Transfer Systems NOT installed by a licensed electrician or qualified professional.
2. Cost of installation or start-up.
3. Travel expenses of individuals performing repairs.
4. Units used as demonstrators or rentals.
5. Failures due to (a) normal wear and tear, or (b) accident, misuse, abuse, negligence, or improper installation.
Incidental, consequential, or indirect damages caused by defects in material or workmanship, or any costs associated with the delay in repair or replacement of the defective parts.
THIS WARRANTY REPLACES ALL PREVIOUS POWER TRANSFER SYSTEM WARRANTIES, EXPRESS OR IMPLIED. SPECIFICALLY, THE COMPANY MAKES NO OTHER WARRANTIES AS TO MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. THE COMPANYS ONLY LIABILITY SHALL BE THE REPAIR AND/OR REPLACEMENT OF PARTS AS STATED ABOVE. IN NO EVENT SHALL THE COMPANY BE LIABLE FOR ANY INCIDENTAL OR CONSEQUENTIAL DAMAGES.
Generac Portable Products
Jefferson, Wisconsin U.S. A.
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