California Proposition 65. This product contains or
emits chemicals known to the state of California to
cause cancer, birth defects, and other reproductive
harm.
(000004)
WARNING
California Proposition 65. Engine exhaust and some
of its constituents are known to the state of California
to cause cancer, birth defects, and other reproductive
harm.
Air-Cooled 100A Generator (page 1 of 2) ........19
Interconnection Drawing 10000005901—
Air-Cooled 100A Generator (page 2 of 2) ........20
Interconnection Drawing 10000005901—
Air-Cooled 200A Generator (page 1 of 2) ........21
Interconnection Drawing 10000005901—
Air-Cooled 200A Generator (page 2 of 2) ........22
Interconnection Drawing 10000005855—
Liquid-Cooled 100A Generator (page 1 of 2) ...23
Interconnection Drawing 10000005855—
Liquid-Cooled 100A Generator (page 2 of 2) ...24
Interconnection Drawing 10000005855—
Liquid-Cooled 200A Generator (page 1 of 2) ...25
Interconnection Drawing 10000005855—
Liquid-Cooled 200A Generator (page 2 of 2) ...26
Automatic Transfer Switch Owner’s Manualiii
Table of Contents
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ivAutomatic Transfer Switch Owner’s Manual
Section 1: Introduction and Safety
(000100a)
WARNING
Consult Manual. Read and understand manual
completely before using product. Failure to
completely understand manual and product
could result in death or serious injury.
(000001)
DANGER
Indicates a hazardous situation which, if not avoided,
will result in death or serious injury.
(000002)
WARNING
Indicates a hazardous situation which, if not avoided,
could result in death or serious injury.
(000003)
CAUTION
Indicates a hazardous situation which, if not avoided,
could result in minor or moderate injury.
Introduction and Safety
Introduction
Thank you for purchasing a Generac Power Systems Inc.
product. This unit has been designed to provide high
performance, efficient operation, and years of use when
maintained properly.
Read this manual thoroughly and understand all of the
instructions, cautions, and warnings before using this
equipment. If any section of the manual is not
understood, contact your nearest authorized dealer, or
contact Generac Customer Service at 1-888-436-3722
(1-888-GENERAC), or www.generac.com with any
questions or concerns.
The owner is responsible for proper maintenance and
safe use of the equipment. Before operating or servicing
this transfer switch:
• Study all warnings in this manual and on the
product carefully.
• Become familiar with this manual and the unit
before use.
• Refer to the installation sections of the manual for
instructions on final assembly procedures. Follow
the instructions completely.
Save these instructions for future reference. ALWAYS
supply this manual to any individual that will use this
equipment.
Safety Rules
The manufacturer cannot anticipate every possible
circumstance that might involve a hazard. The warnings
in this manual, and on tags and decals affixed to the unit
are, therefore, not all inclusive. If using a procedure, work
method or operating technique that the manufacturer
does not specifically recommend, verify that it is safe for
others. Also make sure the procedure, work method or
operating technique utilized does not render the
equipment unsafe.
Safety Symbols and Meanings
Throughout this publication, and on tags and decals
affixed to the transfer switch, DANGER, WARNING,
CAUTION and NOTE blocks are used to alert personnel
to special instructions about a particular operation that
may be hazardous if performed incorrectly or carelessly.
Observe them carefully. Their definitions are as follows:
The information in this manual is accurate based on
products produced at the time of publication. The
manufacturer reserves the right to make technical
updates, corrections, and product revisions at any time
without notice.
Automatic Transfer Switch Owner’s Manual1
NOTE: Notes contain additional information important to
a procedure and will be found within the regular text of
this manual.
These safety alerts cannot eliminate the hazards that
they indicate. Common sense and strict compliance with
the special instructions while performing the action or
service are essential to preventing accidents.
Introduction and Safety
(000129)
DANGER
Electrocution. High voltage is present at
transfer switch and terminals. Contact with live
terminals will result in death or serious injury.
(000104)
DANGER
Electrocution. Water contact with a power
source, if not avoided, will result in death
or serious injury.
(000145)
DANGER
Electrocution. In the event of electrical accident,
immediately shut power OFF. Use non-conductive
implements to free victim from live conductor. Apply
first aid and get medical help. Failure to do so will
result in death or serious injury.
(000237)
DANGER
Electrical backfeed. Use only approved switchgear to
isolate generator from the normal power source.
Failure to do so will result in death, serious injury,
and equipment damage.
(000195)
DANGER
Electrocution, equipment and property damage.
Handle transfer switches carefully when installing.
Never install a damaged transfer switch. Doing so
could result in death or serious injury, equipment
and property damage.
(000123)
DANGER
Electrocution. Turn utility supply OFF before
working on utility connections of the transfer
switch. Failure to do so will result in
death or serious injury.
(000157)
DANGER
Electrocution. Do not disable or modify the
connection box door safety switch. Doing so
will result in death or serious injury.
Automatic start-up. Disconnect utility power and
render unit inoperable before working on unit.
Failure to do so will result in death or serious injury.
(000191)
DANGER
(000119)
Equipment malfunction. Installing a dirty or damaged
transfer switch will cause equipment malfunction and
will result in death or serious injury.
DANGER
(000155)
WARNING
Only a trained and licensed electrician should perform
wiring and connections to unit. Failure to follow proper
installation requirements could result in death, serious
injury, and damage to equipment or property.
(000120)
CAUTION
Equipment damage. Verify all conductors are
tightened to the factory specified torque value.
Failure to do so could result in damage
to the switch base.
(000121)
CAUTION
Equipment damage. Perform functional tests in the
exact order they are presented in the manual.
Failure to do so could result in equipment damage.
(000134a)
CAUTION
Equipment damage. Exceeding rated voltage
and current will damage the auxiliary contacts.
Verify that voltage and current are within specification
before energizing this equipment.
Electrical Hazards
2Automatic Transfer Switch Owner’s Manual
General Hazards
(000237)
DANGER
Electrical backfeed. Use only approved switchgear to
isolate generator from the normal power source.
Failure to do so will result in death, serious injury,
and equipment damage.
(000129)
DANGER
Electrocution. High voltage is present at
transfer switch and terminals. Contact with live
terminals will result in death or serious injury.
(000123)
DANGER
Electrocution. Turn utility supply OFF before
working on utility connections of the transfer
switch. Failure to do so will result in
death or serious injury.
(000104)
DANGER
Electrocution. Water contact with a power
source, if not avoided, will result in death
or serious injury.
(000188)
DANGER
Electrocution. Do not wear jewelry while
working on this equipment. Doing so will
result in death or serious injury.
(000213)
DANGER
Electrocution. Only authorized personnel should
access transfer switch interior. Transfer switch
doors should be kept closed and locked. Failure to
do so will result in death or serious injury.
Automatic start-up. Disconnect utility power and
render unit inoperable before working on unit.
Failure to do so will result in death or serious injury.
(000191)
DANGER
Introduction and Safety
DANGER
Electrocution. In the event of electrical accident,
immediately shut power OFF. Use non-conductive
implements to free victim from live conductor. Apply
first aid and get medical help. Failure to do so will
result in death or serious injury.
(000145)
WARNING
This product is not intended to be used in
a critical life support application. Failure to
adhere to this warning could result in
death or serious injury.
(000209a)
WARNING
This unit is not intended for use as a prime power
source. It is intended for use as an intermediate power
supply in the event of temporary power outage only.
See individual unit specifications for required
maintenance and run times pertaining to use.
(000247)
WARNING
Sudden start-up. Always set the safety disconnect
switch to MANUAL before working on equipment.
Failure to do so could result in death or serious injury.
(000194)
• Competent, qualified personnel should install,
operate and service this equipment. Adhere strictly
to local, state and national electrical and building
codes. When using this equipment, comply with
regulations established by the National Electrical
Code (NEC), CSA Standard; C22.1 Canadian
Electric Code, the Occupational Safety and Health
Administration (OSHA), or the local agency for
workplace health and safety.
• If working on this equipment while standing on
metal or concrete, place insulative mats over a dry
wood platform. Work on this equipment only while
standing on such insulative mats.
• Never work on this equipment while physically or
mentally fatigued.
• Any voltage measurements should be performed
with a meter that meets UL3111 safety standards,
and meets or exceeds overvoltage class CAT III.
Automatic Transfer Switch Owner’s Manual3
Introduction and Safety
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4Automatic Transfer Switch Owner’s Manual
Section 2: General Information
000219
A
B
C
D
E
General Information
Introduction
Thank you for purchasing a Generac transfer switch. This
manual has been prepared especially for the purpose of
familiarizing personnel with the design, application,
installation, operation and servicing of the applicable
equipment. Read this manual carefully and comply with
all instructions. This will help to prevent accidents or
damage to equipment that might otherwise be caused by
carelessness, incorrect application, or improper
procedures.
Unpacking
Carefully unpack the transfer switch. Inspect closely for
any damage that might have occurred during shipment.
The purchaser must file with the carrier any claims for
loss or damage incurred while in transit.
Check that all packing material is completely removed
from the switch prior to installation.
Equipment Description
The automatic transfer switch is used for transferring
electrical load from a UTILITY (NORMAL) power source
to a GENERATOR (STANDBY) power source. Such a
transfer of electrical loads occurs automatically when the
UTILITY power source has failed or is substantially
reduced and the GENERATOR source voltage and
frequency have reached an acceptable level. The
transfer switch prevents electrical feedback between two
different power sources (such as the UTILITY and
GENERATOR sources) and, for that reason, codes
require it in all standby electric system installations.
The transfer switch consists of a transfer mechanism,
utility service disconnect circuit breaker, a control relay,
fuses, terminal strip, and fuse holder for connection of
sensing wires.
This transfer switch is suitable for use as service
equipment.
This UL listed transfer switch is for use in optional
standby systems only (NEC article 702).
A 100A rated switch is suitable for use on utilty services
capable of delivering not more than 10,000 RMS
symmetrical amperes, 240 VAC maximum. A 200A rated
switch is suitable for use on a utility service capable of
delivering not more than 22,000 RMS symmetrical
amperes, 240 VAC maximum when utilized with Siemens
and Murray branch circuit breakers, and suitable for use
on utility services capable of 10,000 RMS symmetrical
amperes, 240 VAC maximum when utilized with Eaton
and Square D Homeline branch circuit breakers.
Figure 2-1. Typical Single-Phase ATS Transfer
Mechanism
AUtility Closing Coil
BGenerator Closing Coil
CUtility Lugs (N1 & N2)
DGenerator Lugs (E1 & E2)
ELoad Lugs (T1 & T2)
Transfer Switch Mechanism
See Figure 2-1. These switches are used with a singlephase system, when the single-phase NEUTRAL line is
to be connected to a neutral lug and is not to be
switched.
This transfer switch is suitable for control of motors, electric
discharge lamps, tungsten filament and electric heating
equipment where the sum of motor full load ampere ratings
and the ampere ratings of other loads do not exceed the
ampere rating of the switch and the tungsten load does not
exceed 30 percent of the switch rating.
Automatic Transfer Switch Owner’s Manual5
General Information
Load Center Circuit Breakers
This switch is listed for use with the following one inch
breakers:
ManufacturerSCCR Amperage Rating
Siemens
Murray
Eaton
Square D Homeline
tandem breakers up to 50 amps
22 kA (200A)
10 kA (100A)
10 kA (100A and 200A)
including GFCI, AFCI and
NOTE: For branch circuits and feeders over 50 amps,
only listed Siemens or Murray circuit breakers shall be
used.
Service Disconnect Breaker and Terminal Ratings
Breaker Specification
DescriptionSiemens MBK-100A Type EQ8681
Voltage / Amp
Rating
Frequency60 Hertz
100 Amp Utility Service and
Disconnect Breakers
Utility
Connection
Generator / Load
Connection
Neutral / Ground
Bars
Ground
Conductors Only
Control Wiring11 in-lbs. (1.2 Nm)
200 Amp Utility Service and
Disconnect Breakers
Utility
Connection
Generator / Load
Connection
Neutral#4 - 2/040–50 in-lbs.
Ground(2) or (3) 14 AWG20 in-lbs. (2.3 Nm)
Control Wiring11 in-lbs. (1.2 Nm)
#1 - 300MCM(Cu/Al)250 in-lbs.
#6 - 250MCM (Cu/Al)275 in-lbs.
or MBK-200A Type EQ8695
2-pole, Single Phase
120/240 VAC, 100A or 200A
(80% Continuous Current Rated)
Tightening Torque
#4 - #3/0 AWG
(Cu/Al)
#14 - 1/0 (Cu/Al)50 in-lbs. (5.6 Nm)
10-14 Cu/10-12 Al20 in-lbs. (2.3 Nm)
8 AWG25 in-lbs. (2.8 Nm)
6-4 AWG35 in-lbs. (4.0 Nm)
(2) or (3) 14 AWG20 in-lbs. (2.3 Nm)
(2) 12-10 AWG 20 in-lbs. (2.3 Nm)
(2) 12-10 AWG 20 in-lbs. (2.3 Nm)
55 in-lbs. (6.2 Nm)
Tightening Torque
(28.2 Nm)
(31.0 Nm)
(4.5–5.6 Nm)
Transfer Switch Data Decal
A data decal is permanently affixed to the transfer switch
enclosure. Use this transfer switch only with the specific
limits shown on the data decal and on other decals and
labels that may be affixed to the switch. This will prevent
damage to equipment and property.
When requesting information or ordering parts for this
equipment, make sure to include all information from the
data decal.
For future reference, record the Model and Serial
numbers in the space provided on the front cover of this
manual
Transfer Switch Enclosure
The standard switch enclosure is a National Electrical
Manufacturer’s Association (NEMA) and UL Type 1,
intended for indoor installation only.
Safe Use of Transfer Switch
WARNING
Consult Manual. Read and understand manual
completely before using product. Failure to
completely understand manual and product
could result in death or serious injury.
Before installing, operating or servicing this equipment,
read the Safety Rules carefully. Comply strictly with all
Safety Rules to prevent accidents and/or damage to the
equipment. The manufacturer recommends that a copy
of the Safety Rules be posted near the transfer switch.
Also, be sure to read all instructions and information
found on tags, labels and decals affixed to the
equipment.
Three publications that outline the safe use of transfer
switches are the following:
•NFPA 70; National Electrical Code
•UL 1008; STANDARD FOR SAFETY-AUTOMATIC
TRANSFER SWITCHES
•UL 67; Panelboards Marking and Application Guide
NOTE: It is essential to use the latest version of any
standard to ensure correct and current information.
(000100a)
Load Management Options
Load management systems are designed to work
together to prevent a generator from being overloaded by
large appliance loads. A Smart A/C Module (SACM) is
standard in these switches. An optional Smart
Management Module (SMM) is also available.
6Automatic Transfer Switch Owner’s Manual
Smart A/C Module (SACM)
0 GROUND
194 +12V
23 TRANSFER
A/C 1
A/C 2
A/C 3
A/C 4
A/C 1
A/C 2
A/C 3
A/C 4
T1
NEUTRAL
000802
B
A
See Figure 2-2. Up to four air conditioner loads can be
managed by the SACM. The SACM manages, or
temporarily disconnects, the connected loads in the
event of a drop in generator frequency (overload). Loads
to be managed are in 4 priority levels on the module.
Priorities A/C 1-4 (A) have connections for an air
conditioner. To control an air conditioner, no additional
equipment is required. Internal normally closed relays
interrupt the 24 VAC thermostat control signal to disable
the air conditioner load.
Four LEDs, located on the SACM (B), illuminate when a
load is connected and powered.
The SACM has a test button used to simulate an
overload condition. This button operates even when the
transfer signal is inactive.
Figure 2-2. Smart A/C Module (SACM)
Smart Management Module (SMM)
(Sold Separately)
See Figure 2-3. Any loads, including central air
conditioners, can be managed using a SMM. The system
can accommodate up to eight individual SMMs.
NOTE: SMMs are self-contained and have individual
built-in controllers.
General Information
000106
Figure 2-3. Smart Management Module (SMM)
Application Considerations
Generator overload condition is determined by generator
frequency. Loads are shed when frequency is less than
58 Hz for three seconds or less than 50 Hz for one-half
second (for 60 Hz systems).
The SACM can be used in conjunction with individual
SMMs to manage a combined total of 12 loads: eight
SMMs and four SACMs.
•Use Priorities A/C 1–4 on the SACM as the top
priorities, then up to four SMMs as Priorities 5–8.
•Use only select A/C priorities on the SACM as the top
priorities, then use additional SMMs as the remaining
priorities.
•A SMM can share a priority with an A/C priority on
the SACM provided the generator is sized to handle
the combined surge load from both appliances.
Sharing priorities can allow up to 12 loads to be
managed in a properly sized system.
In any combination of modules, the recovery times after a
loss of utility power or shutdown due to overload are
shown in Table 1.
Table 1. Priority Settings
PriorityRecovery Time
15 minutesYesYes
Smart A/C
Module
Smart
Management
Module
25 minutes 15 secondsYesYes
Automatic Transfer Switch Owner’s Manual7
35 minutes 30 secondsYesYes
45 minutes 45 secondsYesYes
56 minutes NAYes
66 minutes 15 secondsNAYes
76 minutes 30 secondsNAYes
86 minutes 45 secondsNAYes
Refer to the SMM Owner’s/Installation Manual for
detailed characteristics and specifications of that product.
General Information
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8Automatic Transfer Switch Owner’s Manual
Section 3: Installation
(000119)
Equipment malfunction. Installing a dirty or damaged
transfer switch will cause equipment malfunction and
will result in death or serious injury.
DANGER
003601
A
B
Installation
Introduction to Installation
This equipment has been wired and tested at the factory.
Installing the switch includes the following procedures:
•Mounting the enclosure.
•Connecting power sources and load leads.
•Connecting the generator start and sensing circuit.
•Connecting any auxiliary contact (if needed).
•Testing functions.
Mounting
Mounting dimensions for the transfer switch enclosure
are in this manual. Enclosures are typically wallmounted. See Drawings and Diagrams.
This transfer switch is mounted in a NEMA 1 type
enclosure. It can only be mounted indoors and should be
based on the layout of installation, convenience and
proximity to the utility supply and load center.
Install the transfer switch as close as possible to the
electrical loads that are to be connected to it. Mount the
switch vertically to a rigid supporting structure. To prevent
switch distortion, level all mounting points.
Install Breakers
1. See Figure 3-1. Remove screws from front panel
assembly (A).
NOTE: There are four screws on the front panel
assembly on 100A models; six on 200A models.
2. Remove front panel assembly, and open door to
expose breaker knockouts (B). Remove knockouts
required for selected breaker installation.
3. .After removing knockouts, install front panel
assembly and secure with screws.
Figure 3-1. Front Panel Assembly and Breaker Knockouts
Automatic Transfer Switch Owner’s Manual9
Installation
B
A
W/H
Sump
Util
Kit 2
Kit 1
A/C
Ft H
Micro
003623
C
Electrocution. Turn utility and emergency
power supplies to OFF before connecting
power source and load lines. Failure to do so
will result in death or serious injury.
(000116)
DANGER
4. See Figure 3-2. Insert tab on each breaker (A) into
the hook on the bus (B). Push the breaker into the
bus until it snaps into place.
000362
Figure 3-2. Install Breakers
5. See Figure 3-3. Apply provided circuit directory
labels (C) and mark each circuit accordingly with a
pen.
Figure 3-3. Label Breakers
Connecting Power Source and
Generator Power Supply
Installation and interconnection diagrams are provided in
this manual.
NOTE: All installations must comply with national, state
and local codes. It is the responsibility of the installer to
perform an installation that will pass the final electrical
inspection.
•Connect utility supply at the utility service disconnect
circuit breaker terminals.
•Connect loads to the Integrated Load Center with
customer-supplied circuit breakers.
•See Figure 2-1. Connect generator to the generator
terminals (E1 and E2) on the transfer mechanism.
•Connect the generator neutral wire to the top neutral
lug or side lugs on the panelboard. An additional
neutral lug kit (pre-assembled on the 200A
panelboard) is provided for installation in the field if
needed.
•Connect neutral conductors to the lugs and terminals
along the neutral/ground bars in the panelboard
section of the transfer switch.
•Connect grounding electrode conductors to the
neutral terminal bars in the panelboard portion of the
switch.
Installing Branch Circuit Conductors
1. Install properly sized branch circuit conductors into
the transfer switch through the knockouts provided.
Additional knockouts can be made in the field as
needed.
2. Connect the ungrounded branch circuit conductors
(hot conductors) to a properly sized circuit breaker
approved for use with the transfer switch.
3. Terminate the neutral conductor and equipment
grounding conductor of the branch circuit at the
neutral/equipment ground terminal bars.
4. Size all conductors, raceways, conduits, and
junction boxes, if required, to the applicable NEC
code articles and follow the NEC installation
requirements for the wiring method(s) selected.
NOTE: Multi-wire branch circuits must be installed in
accordance with NEC Article 210.4.
10Automatic Transfer Switch Owner’s Manual
Installation
(000120)
CAUTION
Equipment damage. Verify all conductors are
tightened to the factory specified torque value.
Failure to do so could result in damage
to the switch base.
Conductor sizes must be adequate to handle the
maximum current to which they will be subjected, based
on the 75°C column of tables, charts, etc. used to size
conductors. The installation must comply fully with all
applicable codes, standards and regulations.
All power cables can enter the enclosure through the
provided knockouts. Additional knockouts into the
enclosure can be made in the field as needed.
NOTE: Cover and protect the transfer switch and
breakers while removing knockout slugs. Avoid dropping
slugs or metal chips into the enclosure.
Conduit entry shall maintain the proper wire bending
spaces required by Tables 312.6 (A) and (B) in the NEC.
Conduits should be arranged to provide separation
between the Utility and Generator supply conductors
inside the enclosure.
NOTE: If aluminum conductors are used, apply corrosion
inhibitor to conductors. After tightening terminal lugs,
carefully wipe away any excess corrosion inhibitor.
Tighten terminal lugs to the torque values as noted on the
decal located on the inside of the door. After tightening
terminal lugs, carefully wipe away any excess corrosion
inhibitor.
Connecting Smart A/C Module
(SACM)
See Figure 3-4. The Smart A/C Module (SACM) can
control an air conditioner (24 VAC) directly.
Control of Air Conditioner Load
1. Route the thermostat cable (from the furnace/
thermostat to the outdoor air conditioner unit) to the
transfer switch.
2.
Connect the wire to the terminal strip terminals (A/C
1) on the SACM as shown in
normally closed contacts which open upon load shed
conditions. Route thermostat wire away from high
voltage wires
3. If required, connect additional air conditioners to
the terminal strip terminals (A/C 2-4).
A/C 1-4 24 VAC, 1.0 Amp Max
NOTE: These instructions are for a typical air conditioner
installation. Control of certain heat pumps and 2-stage air
conditioners may require special connections or the use
of SMMs to control the loads.
.
Contact Ratings
Figure 3-4
. These are
Connecting Start Circuit Wires
Control system interconnections may consist of N1, N2,
and T1, and leads 23 and 194. The generator control
wiring is a Class 1 signaling circuit. Reference instruction
manual of specific engine generator for wiring connection
details. Recommended wire gauge sizes for this wiring
depends on the length of the wire, as recommended in
the following chart:
Maximum Wire LengthRecommended Wire Size
1–115 ft (1–35 m)No. 18 AWG
116–185 ft (36–56 m)No. 16 AWG
186–295 ft (57–89 m)No. 14 AWG
296–460 ft (90–140 m)No. 12 AWG
Exception: Conductors of AC and DC circuits, rated
1000 volts nominal, or less, shall be permitted to occupy
the same equipment, cable, or conduit. All conductors
shall have an insulation rating equal to at least the
maximum circuit voltage applied to any conductor within
the equipment, cable, or conduit. See NEC 300.3(C)(1).
Automatic Transfer Switch Owner’s Manual11
Installation
0 GROUND
194 +12V
23 TRANSFER
A/C 1
A/C 2
A/C 3
A/C 4
A/C 1
A/C 2
A/C 3
A/C 4
T1
00 NEUTRAL
003693
A
B
C
D
E
F
G
H
A
(000134a)
CAUTION
Equipment damage. Exceeding rated voltage
and current will damage the auxiliary contacts.
Verify that voltage and current are within specification
before energizing this equipment.
A
Thermostat 1
B
Air Conditioner 1
C
Thermostat 4
D
Air Conditioner 4
E
Thermostat 2
F
Air Conditioner 2
G
Thermostat 3
H
Air Conditioner 3
Figure 3-4. Typical SACM Connections
Auxiliary Contact
See
Figure 3-5
Auxiliary Contact (A) on the transfer switch to operate
customer accessories, remote advisory lights, or remote
annunciator devices. A suitable power source must be
connected to the common terminal. If needed, an extra
auxiliary contact can be added.
The auxiliary contact is normally closed when the transfer
switch is in utility mode. The contacts will open when the
transfer switch is in the standby power mode.
. If desired, there is one normally-closed
Figure 3-5. Auxiliary Contact
003626
NOTE: Auxiliary Contact is rated 10 amps at 125 or 250
volts AC, and 0.6 amps at 125 volts DC.
12Automatic Transfer Switch Owner’s Manual
Section 4: Operation
(000121)
CAUTION
Equipment damage. Perform functional tests in the
exact order they are presented in the manual.
Failure to do so could result in equipment damage.
(000132)
DANGER
Electrocution. Do not manually transfer under load.
Disconnect transfer switch from all power sources
prior to manual transfer. Failure to do so will result
in death or serious injury, and equipment damage.
(000122)
CAUTION
Equipment damage. Do not use excessive force
while manually operating the transfer switch.
Doing so could result in equipment damage.
003547
A
B
Operation
Functional Tests and Adjustments
Following transfer switch installation and interconnection,
inspect the entire installation carefully. A competent,
qualified electrician should inspect it. The installation
should comply strictly with all applicable codes,
standards, and regulations. When absolutely certain the
installation is proper and correct, complete a functional
test of the system.
IMPORTANT: Before proceeding with functional tests,
read and make sure all instructions and information in
this section is understood. Also read the information and
instructions of labels and decals affixed to the switch.
Note any options or accessories that might be installed
and review their operation.
Manual Operation
•Manual operation handle in the DOWN position—
LOAD terminals (T1, T2) are connected to
EMERGENCY terminals (E1, E2).
Close to Utility Source Side
See Figure 4-1. Before proceeding, verify the position of
the switch by observing the position of manual operation
handle. If the handle is UP, the contacts are closed in the
NORMAL (UTILITY) position, no further action is
required. If the handle is DOWN, proceed with Step 1.
1. With the handle inserted into the movable contact
carrier arm (A), move handle UP. Be sure to hold
on to the handle as it will move quickly after the
center of travel.
2. Remove manual operating handle from movable
contact carrier arm. Return handle to storage
bracket (B).
See Figure 4-1. A manual handle is shipped with the
transfer switch and is stored in a bracket (B) within the
cabinet. Manual operation must be checked BEFORE the
transfer switch is operated electrically. To check manual
operation, proceed as follows.
IMPORTANT NOTE: Never manually operate the
transfer switch mechanism while it is energized with
utility or generator power.
1. Confirm the generator is OFF.
2. Turn OFF both UTILITY (service disconnect circuit
breaker) and EMERGENCY (generator main line
circuit breaker) power supplies to the transfer
switch.
3. Note position of transfer mechanism main contacts
by observing the movable contact carrier arm. This
can be viewed through the long narrow slot in the
inside cover of the ATS. The top of the movable
contact carrier arm is yellow to be easily identified.
•Manual operation handle in the UP position—LOAD
terminals (T1, T2) are connected to UTILITY
terminals (N1, N2).
Automatic Transfer Switch Owner’s Manual13
Figure 4-1. Manual Operation
Operation
(000129)
DANGER
Electrocution. High voltage is present at
transfer switch and terminals. Contact with live
terminals will result in death or serious injury.
(000123)
DANGER
Electrocution. Turn utility supply OFF before
working on utility connections of the transfer
switch. Failure to do so will result in
death or serious injury.
(000129)
DANGER
Electrocution. High voltage is present at
transfer switch and terminals. Contact with live
terminals will result in death or serious injury.
Close to Generator Source Side
See Figure 4-1. Before proceeding, verify the position of
the switch by observing the position of the manual
operation handle. If the handle is DOWN, the contacts
are closed in the GENERATOR (STANDBY) position. No
further action is required. If the handle is UP, proceed
with Step 1.
1. With the handle inserted into the movable contact
carrier arm (A), move the handle DOWN. Be sure
to hold on to the handle as it will move quickly after
the center of travel.
2. Remove manual operating handle from movable
contact carrier arm. Return manual operating
handle to storage bracket (B).
Return to Utility Source Side
1. Manually actuate switch to return manual operating
handle to the UP position.
2. Remove manual operating handle from movable
contact carrier arm. Return manual operating
handle to storage bracket (B).
Voltage Checks
Utility Voltage Checks
1. Turn ON the UTILITY power supply to the transfer
switch using the utility service disconnect circuit
breaker.
4. With an accurate AC voltmeter and frequency
meter, check the no-load, voltage and frequency.
Measure across ATS terminal lugs E1 to E2; E1 to
NEUTRAL and E2 to NEUTRAL.
Frequency60-62 Hz
Terminals E1 to E2240-246 VAC
Terminals E1 to NEUTRAL120-123 VAC
Terminals E2 to NEUTRAL120-123 VAC
5.
When certain that generator supply voltage is correct
and compatible with transfer switch ratings, turn OFF
the generator supply to the transfer switch.
6. On the generator panel, select the OFF mode to
shut down the generator.
NOTE: Do NOT proceed until generator AC output
voltage and frequency are correct and within stated
limits. If the no-load voltage is correct but no-load
frequency is incorrect, the engine governed speed
may require adjustment. If no-load frequency is
correct but voltage is not, the voltage regulator may
require adjustment.
Generator Tests Under Load
1. Set the generator main circuit breaker to OFF or
OPEN.
2. Set the utility service disconnect circuit breaker to
OFF or OPEN.
3. Manually actuate the transfer switch main contacts
2. With an accurate AC voltmeter, check for correct
voltage. Measure across ATS terminal lugs N1 and
N2; N1 to NEUTRAL and N2 to NEUTRAL.
Generator Voltage Checks
1. On the generator panel, select the MANUAL mode
of operation. The generator should crank and start.
2. Let the generator stabilize and warm up at no-load
for at least five minutes.
3. Set the generator's main circuit breaker (CB1) to its
ON or CLOSED position.
14Automatic Transfer Switch Owner’s Manual
to the emergency (Standby) position. See “Manual
Operation”.
4. To start the generator, select the MANUAL mode of
operation. When engine starts, let it stabilize for a
few minutes.
5. Set the generator main circuit breaker to ON or
CLOSED. The generator now powers all LOAD
circuits. Check generator operation under load as
follows:
•Turn on electrical loads to the full rated
wattage/amperage capacity of the generator.
DO NOT OVERLOAD.
•With maximum rated load applied, check
voltage and frequency across transfer switch
terminals E1 and E2. Voltage should be
greater than 230 VAC (240 VAC system);
frequency should be greater than 59 Hz.
Operation
•Verify that the gas pressure remains within
acceptable parameters (see the generator
Installation Guidelines manual).
•Let the generator run under rated load for at
least 30 minutes. With unit running, listen for
unusual noises, vibration, overheating, etc.,
that might indicate a problem.
6. When test under load is complete, set main circuit
breaker of the generator to the OFF or OPEN
position.
7. Let the generator run at no-load for several
minutes. Then, shut down by selecting the OFF
mode.
8. Move the main switch contacts back to the utility
position.
NOTE: See Manual Operation. Operating lever of
transfer switch should be in UP position.
9. Install front cover of enclosure.
10. Turn on the utility power supply to transfer switch,
using whatever means provided (such as a utility
main line circuit breaker). The utility power source
now powers the loads.
Checking Automatic Operation
To check the system for proper automatic operation,
proceed as follows:
1. Verify generator is in OFF mode.
2. Set the generator main circuit breaker to ON.
3. On the generator panel, select AUTO. The system
is now ready for automatic operation.
4. Turn utility power supply to the transfer switch OFF
with the Utility Breaker.
With the generator ready for automatic operation, and the
utility source power turned off, the engine should crank
and start after a ten second delay (factory default
setting). After starting, the transfer switch should connect
load circuits to the standby side after a five (5) second
warmup delay. Timer duration varies depending on
whether or not Cold Smart Start (if equipped) is enabled.
Let the system operate through its entire automatic
sequence of operation.
With the generator running and loads powered by
generator AC output, turn ON the utility power supply to
the transfer switch. The following should occur:
•After approximately 15 seconds, the switch should
transfer loads back to the utility power source.
•Approximately one minute after re-transfer, the
engine should shut down.
With the generator in the AUTOMATIC mode, the system
is now set for fully automatic operation.
Installation Summary
1. Verify the installation has been properly performed
as outlined by the manufacturer and that it meets
all applicable laws and codes.
2. Verify proper operation of the system as outlined in
the appropriate installation and owner’s manuals.
3. Educate the end-user on the proper operation,
maintenance and service call procedures.
Shutting Generator Down While
Under Load
IMPORTANT NOTE:
these steps, in order, when shutting the generator down
during utility outages. Shutdowns may be required during
outages to perform routine maintenance or to conserve fuel.
To turn the generator OFF (while running in AUTO
and online):
1. Turn main utility disconnect off.
2. Turn the generator MLCB (generator disconnect)
to OFF (open).
3. Run generator for approximately one minute to
allow proper cooling.
4. Turn the generator OFF.
To turn the generator back ON:
1. Place generator in AUTO mode. Start generator
and warm up for a few minutes.
2. Set MLCB (generator disconnect) to ON (closed).
The system now operates in automatic mode. Main utility
disconnect can be turned ON (closed). To shut the unit
off, repeat the entire process.
To avoid equipment damage, follow
Testing The Smart A/C Module
A Test pushbutton is provided on the bottom of the Smart
A/C Module to test the operation of the load shed
functions. The Test button will work when the ATS is in
the Utility or the Generator position.
1. Turn on the Utility supply to the ATS.
2. Verify managed loads are powered and all LEDs
illuminate on Smart A/C Module.
3. Press the TEST button on the Smart A/C Module.
4. Verify that all of the connected loads to be “shed”
become disabled.
5. After five (5) minutes verify A/C 1 is energized and
Status LED A/C 1 is ON.
6. After another 15 seconds, verify A/C 2 is energized
and Status LED A/C 2 is ON.
7. After another 15 seconds, verify Load A/C 3 is
energized and Status LED Load A/C 3 is ON.
8. After another 15 seconds, verify A/C 4 is energized
and Status LED A/C 4 is ON.
Automatic Transfer Switch Owner’s Manual15
Operation
Testing The Smart Management
Module
Refer to the SMM Owner’s/Installation Manual for testing
that product.
16Automatic Transfer Switch Owner’s Manual
Section 5: Drawings and Diagrams
2 of 2
Installation Drawings
Installation Drawing No. 10000005900 (100A)
Drawings and Diagrams
Automatic Transfer Switch Owner’s Manual17
Drawings and Diagrams
1 of 2
Installation Drawing No. 10000005900 (200A)
18Automatic Transfer Switch Owner’s Manual
Drawings and Diagrams
INTERCONNECTION DRAWING
AIR COOLED GENERATOR - RTG24SHA1
DRAWING #: 10000005901
REVISION: "A"
DATE: 08/31/16
Interconnection Drawings
Interconnection Drawing 10000005901—Air-Cooled 100A Generator (page 1 of 2)
Automatic Transfer Switch Owner’s Manual19
Drawings and Diagrams
INTERCONNECTION DRAWING
AIR COOLED GENERATOR - RTG24SHA1
DRAWING #: 10000005901
REVISION: "A"
DATE: 08/31/16
Interconnection Drawing 10000005901—Air-Cooled 100A Generator (page 2 of 2)
20Automatic Transfer Switch Owner’s Manual
Drawings and Diagrams
INTERCONNECTION DRAWING
AIR COOLED GENERATOR - RTG42SHA1
DRAWING #: 10000005901
REVISION: "A"
DATE: 08/31/16
Interconnection Drawing 10000005901—Air-Cooled 200A Generator (page 1 of 2)
Automatic Transfer Switch Owner’s Manual21
Drawings and Diagrams
INTERCONNECTION DRAWING
AIR COOLED GENERATOR - RTG42SHA1
DRAWING #: 10000005901
REVISION: "A"
DATE: 8/31/16
Interconnection Drawing 10000005901—Air-Cooled 200A Generator (page 2 of 2)
22Automatic Transfer Switch Owner’s Manual
Drawings and Diagrams
INTERCONNECTION DRAWING
LIQUID COOLED GENERATOR - RTG24SHA1
DRAWING #: 10000005855
REVISION: "A"
DATE:08/31/16
Interconnection Drawing 10000005855—Liquid-Cooled 100A Generator (page 1 of 2)
Automatic Transfer Switch Owner’s Manual23
Drawings and Diagrams
INTERCONNECTION DRAWING
LIQUID COOLED GENERATOR - RTG24SHA1
DRAWING #: 10000005855
REVISION: "A"
DATE: 08/31/16
Interconnection Drawing 10000005855—Liquid-Cooled 100A Generator (page 2 of 2)
24Automatic Transfer Switch Owner’s Manual
Drawings and Diagrams
INTERCONNECTION DRAWING
LIQUID COOLED GENERATOR - RTG42SHA1
DRAWING #: 10000005855
REVISION: "A"
DATE:08/31/16
Interconnection Drawing 10000005855—Liquid-Cooled 200A Generator (page 1 of 2)
Automatic Transfer Switch Owner’s Manual25
Drawings and Diagrams
INTERCONNECTION DRAWING
LIQUID COOLED GENERATOR - RTG42SHA1
DRAWING #: 10000005855
REVISION: "A"
DATE: 08/31/16
Interconnection Drawing 10000005855—Liquid-Cooled 200A Generator (page 2 of 2)