Attachment 1 Owners Manual for Automatic Transfer Switch 200A Service Entrance.pdf

Owner’s Manual Automatic Transfer Switch

100 - 200 Amp, Service Entrance and Non-Service Entrance

Register your Generac product at:

WWW.REGISTER.GENERAC.COM

1–888–9ACTIVATE

(1–888–922–8482)

SAVE THIS MANUAL FOR FUTURE REFERENCE

Model:

Serial:

Date Purchased:

Model Number Non-Service Entrance

RXSC100A3

RXSC200A3

Service Entrance Rated with Utility Service Circuit Breaker

RXSW100A3

RXSW150A3

RXSW200A3*

*10000011659 - Assembly Number for RSXW200A3 When Bundled with Generator

WARNING

CANCER AND REPRODUCTIVE HARM

www.p65warnings.ca.gov (W000393)

2 Automatic Transfer Switch Owner’s Manual https://www.p65warnings.ca.gov/

Table of Contents

Section 1: Safety Introduction Read This Manual Thoroughly

Safety Rules Electrical Hazards General Hazards

Section 2: General Information Introduction Unpacking Contents in Loose Parts Bag Equipment Description Transfer Switch Mechanism Utility Service Circuit Breaker (if equipped)

Transfer Switch Data Decal Transfer Switch Enclosure Safe Use of Transfer Switch Load Management Options Smart A/C Module (SACM) Smart Management Module (SMM) (sold separately) Application Considerations

Section 3: Installation Introduction to Installation Mounting Open Enclosure Connecting Power Source and Generator Power Supply Connecting Start Circuit Wires Connecting SACM Control of Air Conditioner Load

Typical SACM Connections Smart A/C Module (SACM) Auxiliary Contact Fault Current Label

Section 4: Operation Functional Tests and Adjustments Manual Operation Close to Utility Source Side Close to Generator Source Side

Return to Utility Source Side

Voltage Checks Utility Voltage Checks Generator Voltage Checks

Generator Tests Under Load Checking Automatic Operation Installation Summary Shutting Generator Down While Under Load or During a Utility Outage Preparing for Maintenance Testing the SACM SACM Fuse Service Testing The SMM

Section 5: Drawings and Diagrams Installation Drawing—100A SE & Non-SE/ 150-200A Non-SE Installation Drawing—150/200A SE Installation Drawing—Liquid Cooled Generator Installation Drawing—Liquid-Cooled Generator Installation Drawing—Air-Cooled Generator SE and Non-SE Rated ATS Installation Drawing—Air-Cooled Generator SE and Non-SE Rated ATS

Automatic Transfer Switch Owner’s Manual 3

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4 Automatic Transfer Switch Owner’s Manual

Safety

Section 1: Safety

Introduction Thank you for purchasing a Generac Power Systems Inc.

product. This unit has been designed to provide high per-formance, efficient operation, and years of use when maintained properly. This transfer switch is listed with ETL under the UL1008 standard.

Read This Manual Thoroughly

WARNING

Consult Manual. Read and understand man-ual completely before using product.Failure to completely understand manual and prod-uct could result in death or serious injury.

(W000100)

If any section of this manual is not understood, contact the nearest Independent Authorized Service Dealer (IASD) or Generac Customer Service at 1-888-436-3722 (1-888-GENERAC), or visit www.generac.com for start-ing, operating, and servicing procedures. The owner is re-sponsible for proper maintenance and safe use of the unit.

SAVE THESE INSTRUCTIONS for future reference. This manual contains important instructions that must be fol-lowed during placement, operation, and maintenance of the unit and its components. Always supply this manual to any individual that will use this unit, and instruct them on how to correctly start, operate, and stop the unit in case of emergency.

Safety Rules The manufacturer cannot anticipate every possible cir-cumstance that might involve a hazard. The alerts in this manual, and on tags and decals affixed to the unit, are not all inclusive. If using a procedure, work method, or op-erating technique that the manufacturer does not specifi-cally recommend, verify that it is safe for others and does not render the equipment unsafe.

Throughout this publication, and on tags and decals af-fixed to the unit, DANGER, WARNING, CAUTION, and NOTE blocks are used to alert personnel to special in-structions about a particular operation that may be haz-ardous if performed incorrectly or carelessly. Observe them carefully. Alert definitions are as follows:

DANGER

Indicates a hazardous situation which, if not avoided, will result in death or serious injury.

(D000001)

WARNING

Indicates a hazardous situation which, if not avoided, could result in death or serious injury.

(W000002)

CAUTION

Indicates a hazardous situation which, if not avoided, could result in minor or moderate injury.

(C000003)

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.

Automatic Transfer Switch Owner’s Manual 5 https://www.generac.com/

Electrical Hazards

DANGER

Electrocution.High voltage is present at transfer switch and terminals.Contact with live terminals will result in death or serious injury.

(D000129)

DANGER

Electrocution.Water contact with a power source, if not avoided, will result in death or serious injury.

(D000104)

DANGER

Electrocution.In the event of electrical acci-dent, 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.

(D000145)

DANGER

Electrical backfeed.Use only approved switchgear to isolate generator from the nor-mal power source.Failure to do so will result in death, serious injury, and equipment damage.

(D000237)

DANGER

Electrocution, equipment and property dam-age.Handle transfer switches carefully when installing. Never install a damaged transfer switch.Doing so could result in death or seri-ous injury, equipment and property damage.

(D000195)

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.

(D000123)

DANGER

Electrocution.Do not disable or modify the connection box door safety switch.Doing so will result in death or serious injury.

(D000157)

DANGER

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.

(D000191)

DANGER

Equipment Malfunction. Installing a dirty or damaged transfer switch will cause equipment malfunction and will result in death or serious injury.

(D000119)

WARNING

Electric Shock. 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 equipment or property damage.

(W000155)

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.

(C000120)

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.

(C000121)

CAUTION

Equipment damage. Verify that voltage and current are within specification before energizing this equipment.

Exceeding rated voltage and current will damage the auxiliary contacts.

(C000134)

6 Automatic Transfer Switch Owner’s Manual

General Hazards

DANGER

Electrical backfeed.Use only approved switchgear to isolate generator from the nor-mal power source.Failure to do so will result in death, serious injury, and equipment damage.

(D000237)

DANGER

Electrocution.High voltage is present at transfer switch and terminals.Contact with live terminals will result in death or serious injury.

(D000129)

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.

(D000123)

DANGER

Electrocution.Water contact with a power source, if not avoided, will result in death or serious injury.

(D000104)

DANGER

Electrocution.Do not wear jewelry while working on this equipment.Doing so will re-sult in death or serious injury.

(D000188)

DANGER

Electrocution.Only authorized personnel should access transfer switch interior. Trans-fer switch doors should be kept closed and locked.Failure to do so will result in death or serious injury.

(D000213)

DANGER

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.

(D000191)

DANGER

Electrocution.In the event of electrical acci-dent, 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.

(D000145)

WARNING

Loss of life.This product is not intended to be used in a critical life support application.Fail-ure to adhere to this warning could result in death or serious injury.

(W000209)

WARNING

Equipment damage. This unit is not intended for use as a prime power source. It is intended for use as an inter-mediate power supply in the event of temporary power outage only. Doing so could result in death, serious in-jury, and equipment damage.

(W000247)

• Competent, qualified personnel should install, oper-ate and service this equipment. Adhere strictly to local, state and national electrical and building co-des. When using this equipment, comply with regu-lations established by the National Electrical Code (NEC), CSA Standard; the Occupational Safety and Health Administration (OSHA), or the local agency for workplace health and safety.

• If working on this equipment while standing on met-al 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 Manual 7

8 Automatic Transfer Switch Owner’s Manual

General Information

Section 2: 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, instal-lation, operation and servicing of the applicable equip-ment. Read this manual carefully and comply with all instructions. This will help to prevent accidents or dam-age to equipment that might otherwise be caused by carelessness, incorrect application, or improper procedures.

Every effort has been expended to make sure that the contents of this manual are both accurate and current.

The manufacturer, however, reserves the right to change, alter or otherwise improve the product or manual at any time without prior notice.

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.

Contents in Loose Parts Bag

• Owner’s manual

• Warranty statement

• Manual operating handle

• Storage bracket for manual operating handle

• Fault current label

• Clear decal for fault current label

Equipment Description This automatic transfer switch is used for transferring electrical load from a utility (normal) power source to a generator (standby) power source. 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 accept-able level. The transfer switch prevents electrical feed-back 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, util-ity service disconnect circuit breaker (if equipped), and a Smart A/C module incorporating fuses and two terminal blocks for transfer switch connections.

Transfer Switch Mechanism See Figure 2-1. This switch is used with a single-phase system when the single-phase neutral line is to be con-nected to a neutral lug and is not to be switched.

Solderless, screw-type terminal lugs are standard.

The conductor size range is as follows:

Switch Rating Wire Range Conductor Tighten-ing Torque

100A #14-1/0 AWG (Cu/Al) 50 in-lbs (5.6 Nm)

150/200A #6-250 MCM (Cu/Al) 275 in-lbs (31 Nm)

This transfer switch is suitable for control of motors, elec-tric discharge lamps, tungsten filament and electric heat-ing equipment where the sum of motor full load ampere ratings and the ampere ratings of other loads do not ex-ceed the ampere rating of the switch and the tungsten load does not exceed 30 percent of the switch rating.

This UL listed transfer switch is for use in optional stand-by systems only (NEC article 702).

A 100A rated switch is suitable for use on circuits capable of delivering not more than 10,000 RMS symmetrical am-peres, 250 VAC maximum, when protected by a 100A maximum circuit breaker (Siemens types QP or BQ) or 150A maximum circuit breaker (Square D Q2, Westing-house CA-CAH, General Electric TQ2 and Siemens

QJ2).

A 200A rated switch is suitable for use on a circuit capa-ble of 22,000 RMS symmetrical amperes, 240 VAC when protected by a circuit breaker without an adjustable short time response or by fuses.

Figure 2-1.

000219

A

B

C

D

E

Figure 2-1. Typical Single-Phase ATS Transfer Mechanism

Automatic Transfer Switch Owner’s Manual 9

A Utility Closing Coil

B Generator Closing Coil

C Utility Lugs (N1 & N2)

D Generator Lugs (E1 &

E2)

E Load Lugs (T1 & T2)

Utility Service Circuit Breaker (if equipped) The utility service and generator disconnect circuit break-ers for 100 amp models are:

• Type BQ, 2-pole

• 10,000 A/C

• 120/240VAC, 100A

• 50/60 Hertz

• Wire range: #1 - #8 AWG (Cu/Al)

• The conductor tightening torque is 50 in-lbs. (5.6

Nm).

The utility service circuit breakers for 150/200 amp mod-els are:

• Type 225AF, 2-pole

• 22,000 A/C

• 120/240VAC, 150A/200A

• 50/60 Hertz

• Wire range:

• Line: 300 MCM - 6 STR (Cu/Al)

• Load - ATS: 250 MCM - 6 STR (Cu/Al)

• The conductor tightening torque is:

• Line: 375 in-lbs (42.4 Nm)

• Load - ATS: 275 in-lbs. (31 Nm)

The utility service circuit breakers for Siemens 150/200 amp models are:

• Siemens, Type QN, 2-pole

• 10,000 A/C

• 120/240VAC, 150A/200A

• 50/60 Hertz

• Wire range:

• Line: 300 MCM - 1 STR (Cu/Al)

• Load - ATS: 250 MCM - 6 STR (Cu/Al)

• The conductor tightening torque is:

• Line: 250 in-lbs (28.2 Nm)

• Load - ATS: 275 in-lbs. (31 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 num-bers 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 3R type. UL and NEMA 3R (indoor/outdoor rated) type enclosures pri-marily provide a degree of protection against falling rain and sleet; are undamaged by the formation of ice on the enclosure.

Safe Use of Transfer Switch

WARNING

Consult Manual. Read and understand man-ual completely before using product.Failure to completely understand manual and prod-uct could result in death or serious injury.

(W000100)

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. Al-so, 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.

Load Management Options Load management systems are designed to work togeth-er to prevent a generator from being overloaded by large appliance loads. A Smart A/C Module (SACM) is provided as standard equipment with this switch. An optional Smart Management Module (SMM) is also available.

10 Automatic Transfer Switch Owner’s Manual

Smart A/C Module (SACM) Up to four air conditioner loads can be managed by the SACM. The SACM manages the loads by “shedding” the connected loads in the event of a drop in generator fre-quency (overload). Loads to be “shed” are in 4 priority lev-els on the module.

See Figure 2-2. Priorities A/C 1-4 (A) have connections for an air conditioner. To control an air conditioner, no ad-ditional 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.

See Figure 2-2. The SACM has a test button (C) used to simulate an overload condition. This button operates even when the transfer signal is inactive. The Generator Control Wiring is connected to terminals (D).

Figure 2-2.

00 T1 NEUT

T1

T1

N1

23 Transfer

194 + 12V

N2

Replace with Littlefuse®021606.3XHP, Optifuse FCD-6.0A or Generac 10000005117 250 vac, 6.3A

N2 N1 T1

SPARE FUSE

0 Ground

A/C 1

A/C 2

A/C 3

A/C 4

A

D

C

B

015523

Figure 2-2. Smart A/C Module (SACM)

Smart Management Module (SMM) (sold separately) Any loads, including central air conditioners, can be man-aged using a Smart Management Module (SMM). The system can accommodate up to eight individual SMMs.

NOTE: SMMs are self-contained and have individual built-in controllers.

Figure 2-3.

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 ½ second (for 60 Hz systems).

The SACM can be used in conjunction with individual SMMs to manage a combined total of eight loads.

• Use Priorities A/C 1-4 on the SACM as the top pri-orities, 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 re-maining 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 2-1 .

Table 2-1. Priority Settings

Priority Recovery Time SACM SMM

1 5 minutes Yes Yes

2 5 minutes 15 seconds Yes Yes

3 5 minutes 30 seconds Yes Yes

4 5 minutes 45 seconds Yes Yes

5 6 minutes NA Yes

6 6 minutes 15 seconds NA Yes

7 6 minutes 30 seconds NA Yes

8 6 minutes 45 seconds NA Yes

Refer to the SMM Owner’s/Installation Manual for de-tailed characteristics and specifications of that product.

Automatic Transfer Switch Owner’s Manual 11

12 Automatic Transfer Switch Owner’s Manual

Installation

Section 3: Installation

Introduction to Installation Though this equipment has been wired and tested at the factory, the installer should verify all wiring connections are proper. Installing the switch includes the following procedures:

• Mounting the enclosure.

• Connecting power source 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 wall-mounted.

See Drawings and Diagrams.

DANGER

Equipment Malfunction. Installing a dirty or damaged transfer switch will cause equipment malfunction and will result in death or serious injury.

(D000119)

This transfer switch is mounted in a UL type 3R enclo-sure. It can be mounted outside or inside and should be based on the layout of installation, convenience and prox-imity to the utility supply and load center.

Install the transfer switch as close as possible to the elec-trical 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. If necessary, use washers behind mounting holes to level the unit.

Generac Service Rated Transfer Switches (SE) are listed and labeled as "Suitable for use as service equipment."

Generac SE rated Transfer Switches can be installed either as service equipment or not as service equipment.

Installation must comply with the applicable requirements in NEC.

• Where a Generac service-rated ATS is installed downstream of the utility metering equipment that does not contain a service disconnecting means, the ATS shall be installed as the service equipment in accordance with the requirements in NEC Article 230.

• Where a Generac service-rated ATS is not being in-stalled as service equipment, the factory installed main bonding jumper shall be removed, and the ATS shall be installed not as service equipment and must comply with all applicable requirements of NEC Article 230 and 250.

Open Enclosure

1. See Figure 3-1. Remove outer cover (A):

a. Remove thumb screw (B).

b. Slide slot (C) over retention tab.

c. Lower cover until clear of top flange (D), and pull away from enclosure.

2. Remove inner panel (E):

NOTE: Inner Panel only available in models that are Service Entrance Rated.

a. Loosen nut (F) until it clears t-slot (H) in inner panel.

b. Grasp inner panel at two cutouts (G—left and right). Tilt inner panel as shown, passing nut through t-slot.

c. Lower inner panel until clear of two retention slots (J— left and right sides), and pull away from enclosure.

Automatic Transfer Switch Owner’s Manual 13

Figure 3-1.

B

A

C

D

E

J

G F

H

004397

Figure 3-1. Open Enclosure

Connecting Power Source and Generator Power Supply

DANGER

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.

(D000116)

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.

1. Connect utility supply at the utility service discon-nect circuit breaker terminals N1 and N2. Follow torque specifications listed on the circuit breaker.

2. See Figure 3-2. Connect utility neutral and ground to Neutral and Ground terminals. Neutral and Ground terminals are bonded to each other with a jumper wire (A).

NOTE: Neutral to Ground jumper wire (A) is pro-vided for use if required by local codes.

3. Connect generator to the generator terminals (E1 and E2) on the transfer mechanism.

4. Connect the generator neutral wire to neutral lug.

IMPORTANT NOTE: A jumper wire (A) bonds the ground Neutral lug. Remove this wire if the transfer switch is not used as Service Equipment.

5. Connect a subpanel supply to lower T1 and T2 Ter-minals. Connect subpanel Neutral and Ground to Neutral and Ground bars.

Conductor sizes must be adequate to handle the maxi-mum current to which they will be subjected, based on the 75°C column of tables, charts, etc. used to size con-ductors. The installation must comply fully with all appli-cable codes, standards and regulations.

Knockouts into the transfer switch can be made in the field as needed for entry of power cables and conduit.

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 be-tween the Utility and Generator supply conductors inside the enclosure.

For transfer switches installed in wet locations, power ca-bles or conduits entering above the level of uninsulated live parts shall use fittings listed for use in wet locations as required by 312.2 in the NEC.

NOTE: If aluminum conductors are used, apply corrosion inhibitor to conductors. After tightening terminal lugs, carefully wipe away any excess corrosion inhibitor.

14 Automatic Transfer Switch Owner’s Manual

Figure 3-2.

004398

A

N1

N2

E1

E2

T1

T2

Figure 3-2. Wiring Connections 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.

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.

(C000120)

Connecting Start Circuit Wires Control system interconnections consist of N1, N2, and T1, 00, and leads 23, 0, and 194 (see Figure 3-3).

NOTE: Generac Type TC-ER-JP power and control tray cable can be installed as permitted by the 2017 NEC.

Type TC-ER-JP cable contains color-coded power and control conductors.

The generator control wiring is a Class 1 signaling circuit.

Reference instruction manual of specific engine genera-tor for wiring connection details. Screw heads are straight bladed and cross-bladed, and should be tightened to 3.5 in-lb (0.4 Nm).

Recommended wire gauge sizes depend on wire length as specified in the following chart: Consult factory if you are operating more than one transfer switch and SACM.

Recommen-ded Wire Size

MaximumWire Length

(One transfer switch and load shed module)

No. 18 AWG 1–115 ft (0.3–35 m)

No. 16 AWG 116–185 ft (36–56 m)

No. 14 AWG 186–295 ft (57–89 m)

No. 12 AWG 296–460 ft (90–140 m)

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 maxi-mum circuit voltage applied to any conductor within the equipment, cable, or conduit. See NEC 300.3(C)(1).

Connecting SACM See Figure 3-3. The SACM can control an air conditioner (24 VAC) directly.

Control of Air Conditioner Load

1. Route the thermostat cable (from the furnace/ther-mostat to the outdoor air conditioner unit) to the transfer switch.

2. See Figure 3-3. Connect the wire to the terminal strip terminals (A/C 1) on the SACM. These are 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).

Contact Ratings

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.

Automatic Transfer Switch Owner’s Manual 15

Typical SACM Connections

Figure 3-3.

A

B

G

H

C

D

E

F 00 T1 NEUT

T1

T1

N1

23 Transfer

194 + 12V

N2

Replace with Littlefuse®021606.3XHP, Optifuse FCD-6.0A or Generac 10000005117 250 vac, 6.3A

N2 N1 T1

SPARE FUSE

0 Ground

A/C 1

A/C 2

A/C 3

A/C 4

T1

T1N1N2

0 DC GROUND

194 +12 VDC

N1

N2

T1

23 TRANSFER

J

T1 N1

N2

006244a

J

N1

T1

006244a

N2

Figure 3-3. Typical SACM Connections

A Thermostat 1

B Air Conditioner 1

C Thermostat 2

D Air Conditioner 2

E Thermostat 3

F Air Conditioner 3

G Thermostat 4

H Air Conditioner 4

0 DC

Ground

+ 12 VDC

Transfer Control

Dedicated T1 Neutral

T1 (fused) Battery Charge

N1 (fused) Utility Sense

N2 (fused) Utility Sense

J 240 VAC, 6.3A Fuses

Smart A/C Module (SACM) Up to four air conditioner loads can be managed by the SACM. The SACM manages the loads by “shedding” the connected loads in the event of a drop in generator fre-quency (overload). Loads to be “shed” are in 4 priority lev-els on the module.

See Figure 2-2. Priorities A/C 1-4 (A) have connections for an air conditioner. To control an air conditioner, no ad-ditional 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.

See Figure 2-2. The SACM has a test button (C) used to simulate an overload condition. This button operates even when the transfer signal is inactive. The Generator Control Wiring is connected to terminals (D).

Auxiliary Contact See Figure 3-4. If desired, there is one normally-closed 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.

16 Automatic Transfer Switch Owner’s Manual

Figure 3-4.

A

003626

Figure 3-4. Auxiliary Contact 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.

NOTE: Auxiliary Contact is rated 10 amps at 125 or 250 volts AC, and 0.6 amps at 125 volts DC.

CAUTION

Equipment damage. Verify that voltage and current are within specification before energizing this equipment.

Exceeding rated voltage and current will damage the auxiliary contacts.

(C000134)

Fault Current Label See Figure 3-5. A Fault Current Identification Label is provided in the bag containing the unit Owner’s Manual and transfer switch manual operating handle. The 2017 NEC requires that the short-circuit current rating of the transfer equipment, based on the type of overcurrent pro-tective device protecting the transfer equipment, be field marked on the exterior of the transfer equipment. For NEC compliance, verify the required short-circuit current rating of the transfer switch before installation. The com-pleted label provides the local AHJ (Authority Having Ju-risdiction) with the information he or she may require during inspection.

Apply the label to the exterior of the transfer switch enclo-sure. Use a pen to fill in the required information, and then cover the label with the clear protective decal.

Figure 3-5.

004496

Figure 3-5. Fault Current Label

Automatic Transfer Switch Owner’s Manual 17

18 Automatic Transfer Switch Owner’s Manual

Operation

Section 4: 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, stand-ards, and regulations. When absolutely certain the instal-lation is proper and correct, complete a functional test of the system.

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.

(C000121)

IMPORTANT NOTE: Before proceeding with function-al tests, read and make sure all instructions and in-formation in this section is understood. Also read the information and instructions of labels and decals af-fixed to the switch. Note any options or accessories that might be installed and review their operation.

Manual Operation

DANGER

Electrocution.Do not manually transfer under load. Disconnect transfer switch from all power sources prior to manual transfer. Fail-ure to do so will result in death or serious in-jury, and equipment damage.

(D000132)

See Figure 4-1. A manual handle (B) is shipped with the transfer switch manual. Manual operation must be checked BEFORE the transfer switch is operated electri-cally. To check manual operation, proceed as follows:

1. Verify the generator is in the OFF mode.

2. Turn OFF both utility (service disconnect circuit breaker) and emergency (generator main line cir-cuit breaker) power supplies to the transfer switch.

3. Note position of transfer mechanism main contacts

(A) by observing the movable contact carrier arm.

This can be viewed through the long narrow slot in the inside cover. The top of the movable contact carrier arm is yellow to be easily identified.

a. Manual operation handle in the UP position -

LOAD terminals (T1, T2) are connected to utili-ty terminals (N1, N2).

b. Manual operation handle in the DOWN position

- LOAD terminals (T1, T2) are connected to EMERGENCY terminals (E1, E2).

CAUTION

Equipment damage. Do not use excessive force while manually operating the transfer switch. Doing so could result in equipment damage.

(C000122)

Close to Utility Source Side Before proceeding, verify the position of the switch by ob-serving the position of manual operation handle in Figure 4-1. If the handle is UP, the contacts are closed in the utili-ty (normal) 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, 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.

Figure 4-1.

004399

A

B

Figure 4-1. Manual Operation

Close to Generator Source Side Before proceeding, verify the position of the switch by ob-serving the position of the manual operation handle in Figure 4-1. If the handle is DOWN, the contacts are

Automatic Transfer Switch Owner’s Manual 19 closed in the generator (standby) position. No further ac-tion is required. If the handle is UP, proceed with Step 1.

1. With the handle inserted into the movable contact carrier arm, 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 handle to storage bracket.

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 handle to storage bracket.

Voltage Checks NOTE: Use the Digital Multimeter (DMM) LowZ low input impedance setting to collect accurate voltage measure-ments. LowZ eliminates the possibility of inaccurate ghost voltage readings, also known as phantom voltage or stray voltage readings. See DMM manufacturer’s literature for additional information.

Utility Voltage Checks

DANGER

Electrocution.High voltage is present at transfer switch and terminals.Contact with live terminals will result in death or serious injury.

(D000129)

1. Turn ON the utility power supply to the transfer switch using the utility service disconnect circuit breaker.

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

DANGER

Electrocution.High voltage is present at transfer switch and terminals.Contact with live terminals will result in death or serious injury.

(D000129)

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.

4. With an accurate AC voltmeter and frequency me-ter, check the no-load, voltage and frequency.

Measure across ATS terminal lugs E1 to E2; E1 to NEUTRAL and E2 to NEUTRAL.

Frequency 60–62 Hz

Terminals E1 to E2 240–246 VAC

Terminals E1 to

NEUTRAL

120–123 VAC

Terminals E2 to

NEUTRAL

120–123 VAC

5. When certain that generator supply voltage is cor-rect and compatible with transfer switch ratings, turn OFF the generator supply to the transfer switch.

6. Set the generator main circuit breaker (CB1) to OFF or OPEN.

7. On the generator panel, select the OFF mode to shut down the generator.

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 volt-age 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 of the transfer switch to OFF or OPEN, and turn OFF or OPEN all load circuit breakers.

3. Manually actuate the transfer switch main contacts 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, and close lid (if applicable).

5. Set the generator main circuit breaker to ON or CLOSED. The generator now powers all LOAD cir-cuits. Check generator operation under load as follows:

a. Turn on electrical loads to the full rated wat-tage/amperage capacity of the generator. DO

NOT OVERLOAD.

b. With maximum rated load applied, check volt-age and frequency across transfer switch ter-minals E1 and E2. Voltage should be greater than 230 VAC (240 VAC system); frequency should be greater than 59 Hz.

20 Automatic Transfer Switch Owner’s Manual

c. Verify that the gas pressure remains within ac-ceptable parameters (see the generator Instal-lation manual).

d. Let the generator run under rated load for at least 30 minutes. With unit running, watch for unusual noises, vibration, or overheating that might indicate a problem.

6. When checkout 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 mi-nutes. Then, shut down by selecting the OFF mode.

8. Move the main switch contacts back to the utility position.

NOTE: See Manual Operation. Handle and oper-ating lever of transfer switch should be in down position.

9. Set the utility service disconnect circuit breaker of the transfer switch to ON or CLOSED.

10. The system is now set for fully automatic operation.

Checking Automatic Operation To check the system for proper automatic operation, pro-ceed as follows:

1. Verify generator is OFF.

2. Set the utility service disconnect circuit breaker of the transfer switch to OFF or OPEN.

3. Verify switch is de-energized.

4. Install front cover of the transfer switch.

5. Set the utility service disconnect circuit breaker of the transfer switch to ON or CLOSED.

6. Set the generator main circuit breaker to ON.

7. On the generator panel, select AUTO. The system is now ready for automatic operation.

8. Set the utility service disconnect circuit breaker of the transfer switch to OFF or OPEN.

With the generator ready for automatic operation, the en-gine should crank and start when the utility source power is turned OFF after a five second delay (factory default setting). After starting, the transfer switch should connect load circuits to the standby side after a five (5) second warm-up delay. Let the system operate through its entire automatic sequence of operation.

NOTE: Timer durations may differ between generators and settings.

With the generator running and loads powered by gener-ator AC output, set the utility service disconnect circuit breaker of the transfer switch to ON or CLOSED. The fol-lowing should occur:

• After approximately 15 seconds, the switch should transfer loads back to the utility power source.

• Approximately one minute after re-transfer, the generator 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.

NOTE: The Utility Power Circuit Breaker in the transfer switch must be turned OFF to simulate a utility outage.

Shutting off the main disconnect in a subpanel connected to the transfer switch will NOTsimulate an outage.

Shutting Generator Down While Under Load or During a Utility Outage

DANGER

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.

(D000191)

IMPORTANT NOTE: To avoid equipment damage, fol-low these steps, in order, during utility outages. Shut-downs may be required during utility outages to perform routine maintenance or to conserve fuel.

1. To turn generator OFF:

a. Set utility MLCB to OFF (OPEN).

b. Set generator MLCB (generator disconnect) to

OFF (OPEN).

c. Allow generator to run for cool-down for ap-proximately one minute.

d. Set generator to OFF at the controller.

e. Remove 7.5A fuse from controller.

2. To turn generator back ON:

a. Install 7.5A fuse in controller.

b. Verify generator MLCB (generator disconnect) is OFF (OPEN).

c. Set generator to AUTO mode at the controller.

d. Generator will start and run. Allow generator to run and warm up for a few minutes.

e. Set generator MLCB (generator disconnect) to

ON (CLOSED).

Automatic Transfer Switch Owner’s Manual 21

f. Set utility MLCB to ON (CLOSED).

The system now operates in automatic mode.

Preparing for Maintenance

DANGER

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.

(D000191)

1. To turn the generator OFF:

a. At the controller, turn the generator OFF.

b. Set the MLCB (generator disconnect) on the generator to OFF (OPEN).

c. Turn the main utility disconnect OFF (OPEN).

d. Remove 7.5A fuse from the controller.

e. Follow maintenance procedure(s).

2. To turn the generator back ON:

a. Turn the main utility disconnect ON (CLOSED).

b. Install 7.5A fuse in controller.

c. Put the generator into AUTO mode.

d. Set the MLCB (generator disconnect) on the generator to ON (CLOSED).

The system is now in automatic mode.

Testing the SACM A “Test” pushbutton is provided on top of the SACM to test the operation of the load shed functions. The test pushbutton will work when the ATS is in the utility or the generator position.

Proceed as follows to test the SACM:

1. Turn on the utility supply to the ATS.

2. Verify managed loads are powered and all LEDs il-luminate on SACM.

3. Press the TEST button on the SACM.

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.

SACM Fuse Service See Figure 4-2. A fuse removal and installation tool (A) is included in the SACM housing.

Figure 4-2.

004437

A

Figure 4-2. Fuse Removal and Installation Tool If a fuse requires replacement, snap the tool free with an appropriate tool such as diagonal pliers, and use it to re-place the fuse. The tool can be stored in the SACM hous-ing retainer directly above the fuses, with the large thumb tab facing out.

Use only Generac replacement fuses — part number 10000005117, rated 240 VAC, 6.3 Amps, 10,000 AIC.

Testing The SMM Refer to the SMM Owner’s or Installation Manual for test-ing procedure.

22 Automatic Transfer Switch Owner’s Manual

Drawings and Diagrams

Section 5: Drawings and Diagrams

Installation Drawing—100A SE & Non-SE/150-200A Non-SE No. 0G6832-A

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Automatic Transfer Switch Owner’s Manual 23

Installation Drawing—150/200A SE No.10000012171-A

24 Automatic Transfer Switch Owner’s Manual

Installation Drawing—Liquid Cooled Generator No. A0004899842–B (Part 1 of 2)

Automatic Transfer Switch Owner’s Manual 25

Installation Drawing—Liquid-Cooled Generator No. A0004899842–B (Part 2 of 2)

26 Automatic Transfer Switch Owner’s Manual

Installation Drawing—Air-Cooled Generator SE and Non-SE Rated ATS A0004899843-B (Part 1 of 2)

Automatic Transfer Switch Owner’s Manual 27

Installation Drawing—Air-Cooled Generator SE and Non-SE Rated ATS A0004899843-B (Part 2 of 2)

28 Automatic Transfer Switch Owner’s Manual

29 Automatic Transfer Switch Owner’s Manual

Part No. 10000009569 Rev. E 3/20/2024 © 2024 Generac Power Systems, Inc.

All rights reserved.

Specifications are subject to change without notice.

No reproduction allowed in any form without prior written consent from Generac Power Systems, Inc.

Generac Power Systems, Inc.

S45 W29290 Hwy. 59 Waukesha, WI 53189

1–888–GENERAC (1–888–436–3722)

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