Public_Works_Department_-_Automatic_Transfer_Switch_PM_Checklist.pdf

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Attached to
Automatic Transfer Switch Testing, Maintenance, and Repair Services
Solicitation number
AVN IFB-26-0125
Issued by
Maricopa County, Phoenix City, Arizona

About this file

This is a Public Works Department Automatic Transfer Switch (ATS) Preventive Maintenance Checklist for the City of Phoenix, Arizona, establishing standardized procedures for testing, maintenance, and repair services across municipal facilities. The checklist outlines a comprehensive maintenance program applicable to automatic transfer switches and paralleling gear, with sealed offers due on March 12, 2026, at 3:00 pm for a three-year contract commencing on or about June 1, 2026, with two optional one-year extensions. The procurement covers over 130 ATS units deployed across multiple City departments including Fire, Information Technology, Library, Parks and Recreation, Police, Public Works, and Street and Transportation, with equipment ranging from 7 kW to 1,250 kW. A non-mandatory pre-offer conference is scheduled for January 13, 2026, at 10:00 am, with written inquiries due by January 19, 2026, at 3:00 pm. The contract requires 24-hour emergency response capability with specified response times and a current C-11 Electrical license from the Arizona Registrar of Contractors.

The maintenance program mandates 15 core operations including infrared thermal imaging, conductor and contact inspection, removal of contaminants, moisture and pest inspection, contact replacement as needed, de-energization procedures (unless isolation bypass features are present), comprehensive testing of AC sensing and time-delay functions, vacuuming of dust accumulation, control relay and wiring inspection, manual contactor operation verification, cable and wire connection inspections with torque verification, cabinet cleaning with non-conductive solvents, repair or replacement of defective equipment, and post-repair functional testing to verify compliance with transfer time requirements. The City requires contractors to demonstrate three years of operational experience in ATS installation, inspection, testing, troubleshooting, and repair, and mandates robust Disadvantaged Business Enterprise (DBE) and Small Business Participation Plan requirements with monthly documentation in the City's Certification and Compliance System. Contractors must comply with Title VI of the Civil Rights Act, the Airport and Airway Improvement Act, and Arizona employment verification requirements, with the City reserving the right to award multiple contracts and allow offerors to bid on either the Aviation Department or Public Works Department segments.

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Text version

ATTACHMENT C

Public Works Department

Automatic Transfer Switch PM Checklist

Automatic Transfer Switches (ATS): shall be subjected to a maintenance and testing program that includes all of the following operations:

• Infrared/thermal image scan

• Inspection of conductor terminations, ATS’s control components, and electrical conductors.

• Inspection or testing for evidence of overheating and excessive contact erosion

• Removal of dust and dirt.

• Inspect for water, moisture, and critters.

• Replacement of contacts when required.

ATS and Paralleling Gear: shall be subject to inspection, testing, and maintenance program that includes all of the following operations:

1. Perform an infrared/ thermal image scan of ATS before any work is performed

2. Identify and note any issues that were identified during the infrared/ thermal scan to be addressed during the PM.

3. De-energize the ATS (if ATS is equipped with an isolation bypass feature, do not need to be de-energized)

4. Inspect ATS Conductor Connections and ATS’s Mechanical Switch, and it’s contact points. Repair any connections that show evidence of failure, erosion, pitting, corrosion, and overheating.

a. Inspect all conductor terminations for evidence of hot spots at termination points, and look for evidence of termination corrosion, and loose connections. If conductors have crimped ring terminals- inspect for fit and/ or lose crimped points, corrosion, and evidence of failure at the crimped connection.

b. Inspect all conductors for evidence of hot spots on conductors for overheating and/ or failing conductor insulation

c. Inspect for evidence of hot spots at mechanical connections of the ATS check/verify contact points for evidence of pitting and/or erosion

5. Remove the arc chutes and pole covers. Consult the manufacturer’s information for proper procedure. This step will allow visual inspection of the main and arcing contacts…. Inspect all main arcing contacts for excessive erosion and/or pitting.

Arcing contacts are intended to be sacrificial by nature. They take the brunt of the energy when making or breaking the load. Careful attention should be paid to these contacts.

6. Inspect ATS and Cabinet for moisture or signs of Water, moisture, critters, and previous wetness or dripping.

7. Test and recalibrate all AC sensing and time-delay functions in the switchgear.

Depending on the manufacturer, the steps required will vary.

8. Vacuum the accumulated dust from the switchgear and accessory panels. Never use air to blow out dirt. Subjecting the transfer switch mechanism to compressed air may have a detrimental effect by forcing dirt and debris into the switch mechanism.

9. Inspect all control relay contacts and wiring for excessive erosion and discoloration due to excessive heat. Inspect all control wiring, connection points, and relays for discoloration, and evidence of rodent and insect damage (chewed wires, excessive spider webs, reptiles, and nests)

10. Manually operate the main contactor for transfer movement to check proper contact alignment, deflection, and sliding/ wiping action. (The sliding action is performed after two opposing contacts make contact. This wiping action helps to reduce the influence of film or dust that collects on the surface of contacts).

11. Check all cable and control wire connections to the transfer switch controller, sensing panels, and other system components. Tighten if necessary.

12. Inspect all electrical conductors and wiring connections and re-torque connections if needed. Inspect conductors for cuts or damage to the insulation. If conductors have splice points-inspect splices for snugness, inspect insulating material that is protecting splices from cuts, missing tape, discoloration, moisture and evidence of failure, and repair if necessary.

13. Clean ATS Cabinet and its components from grime with an approved non-conductive solvent. Consult the original equipment manufacturer (OEM) for a recommendation

14. Repair and/or replace defective equipment.

15. Post-Repair/Installation Functional Testing: A full system retest (e.g., simulate power failure post-repair) to verify compliance with transfer times (e.g., <10 seconds for Level 1).

16. Scheduled Maintenance Program label, to be installed one per facility at the electrical service. Include the date completed and a legible name and signature from the electrician completing the maintenance.

17. Comment on overall condition of service and enclosures.

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