Automatic Transfer Switch (ATS) Site Acceptance Template

Automatic Transfer Switch (ATS)
Site Acceptance Template

Site ID
Site Name
Address
ATS Brand
ATS Model No.
ATS Serial No.
Date Installed
Date Accepted
Smart’s Representative/s: Contractor’s Representative/s:

____________________________ ____________________________
____________________________ ____________________________
____________________________ ____________________________
❖ AUTOMATIC TRANSFER SWITCH DESCRIPTION
GENERAL SPECIFICATIONS
Enclosure Make/ Brand
ATS Controller Brand
ATS Controller Model Number
ATS Controller Serial Number
Controller Battery Charger  12Vdc  24Vdc  Others: __________
Switch Type  Mechanical  Solenoid  Others: __________
System Design  Double Throw w/ Interlocked  Others: __________
NAMEPLATE RATINGS
Rated Full-load Ampere __________ Amps
Rated Voltage  230 V  400 V  480 V  Others: __________
Frequency  60 Hz  Others: ________
Phase  2Ø  3Ø  Others: __________
No. of Poles  2P  3P  4P  Others: __________
Interrupting Capacity __________ kAIC
Installation Type  Indoor  Outdoor  Others: __________
DIMENSION & WEIGHT (Figure 1)

Length (mm) Depth (mm) Height (mm) Weight (kg)
Figure 1. Figure 2.
Witnessed by:
Smart’s Representative Signature: Contractor’s Representative Signature:
2
Site No:_______ Site Name: _____________________________
INSTALLATION INSPECTION
Item Particulars Assessment Remarks
1 Automatic Transfer Switch panel is mounted and bolted correctly on
 Ok  Not Ok
a flat surface in order to maintain proper alignment.
2 ATS Panelboard shall be mounted 1350mm from the floor to the
 Ok  Not Ok
horizontal centerline of the box. (Figure 1)
3 Enclosure has door lock/ handle with set keys?  Ok  Not Ok
4 Panel Enclosure meets the installation type requirement (indoor/
 Ok  Not Ok
outdoor).
5 Electrical cables should be in proper tagging or labelling on the
 Ok  Not Ok
terminal connections.
6 Electrical cables are properly laid and terminated with enough
 Ok  Not Ok
torque.
7 Automatic Transfer Switch is properly grounded.  Ok  Not Ok
8 Automatic Transfer Switch has available surge protection device and
 Ok  Not Ok
properly grounded.
9 Automatic Transfer Switch nameplate, operations manual guidelines
 Ok  Not Ok
and wiring diagram are available on the system.
10 Automatic Transfer Switch service provider’s contact details are
available (Name, Address, Contact No, Email Address, etc.) on the  Ok  Not Ok
system.
❖ SYSTEM INSPECTION CHECKLIST

A. CONTROLLER MODULE (Figure 2)
1 Controller Module (SMART Type Approved Brand) Ok Not Ok
1.1 LCD Display with Backlight Ok Not Ok
1.2 Manual Button & LED Indicator Ok Not Ok
1.3 Auto Button & LED Indicator Ok Not Ok
1.4 Manual Mode – Close Normal Source Ok Not Ok
1.5 Manual Mode – Open Normal Source or Emergency Back-up Ok Not Ok
1.6 Manual Mode – Close Emergency Back-up Ok Not Ok
1.7 Test Button with LED Indicator Ok Not Ok
1.8 Alarm Buzzer with LED Indicator Ok Not Ok
1.9 Normal Source LED Indicator Ok Not Ok
1.10 Normal Source On-load LED Indicator Ok Not Ok
1.11 Emergency Back-up LED Indicator Ok Not Ok
1.12 Emergency Back-up On-load LED Indicator Ok Not Ok
1.13 Menu Navigation Button (Up, Down) Ok Not Ok
1.14 Menu Button Ok Not Ok
B. CONTROLLER DISPLAY PARAMETER
1 AC System Voltage Configuration (3Ø-4w) Yes No
2 Normal Side/ AC Mains Yes No
2.1 Current (Amps) Yes No
2.2 Voltage (V) Yes No
Witnessed by:
3
Site No:_______ Site Name: _____________________________
2.3 Frequency (Hz) Yes No

2.4 Active Power (kW) Yes No
2.5 Power Factor (p.f.) Yes No
3 Emergency Side/ Generator Yes No
3.1 Current (Amps) Yes No
3.2 Voltage (V) Yes No
3.3 Frequency (Hz) Yes No
3.4 Active Power (kW) Yes No
3.5 Power Factor (p.f.) Yes No
4 Status (Auto/ Manual Mode) Yes No
5 Real-Time Clock (RTC) & Date Yes No
6 Activity Log – Recent Events and Alarms Yes No
C. USER/ COMNUNICATION INTERFACE
1 Serial Port (RS485), Modbus Protocol Ok Not Ok
2 Password/ Lock System Ok Not Ok
3 Remote Operation Access Ok Not Ok
4 FMS Compatibility Ok Not Ok
OPERATION TEST PARAMETER CHECKLIST

TIME DELAY TEST
Recommended Actual Assessment Remarks
Item Particulars
Setting Setting
1 Time Delay Engine Start 10 sec _______sec Passed Failed
2 Time Delay Transfer (Normal to Emergency) 20 sec _______sec Passed Failed
3 Time Delay Retransfer (Emergency to Normal) 5 min _______min Passed Failed
4 Time Delay Engine Cool Down 2 min _______min Passed Failed
5 Automatic Genset-Genset Changeover Time Passed Failed
Available
(for Prime Site)
FUNCTIONALITY TEST
Actual Assessment
Item Particulars Remarks
Setting
1 Phase Sequence (for Three Phase) Ok Not Ok N/A
2 Manual Operation Test (Closed/ Open Mode) Ok Not Ok N/A
3 Automatic Operation Test Ok Not Ok N/A
4 On-Load Test Ok Not Ok N/A
5 Off-Load Test Ok Not Ok N/A
6 Stop to Test Ok Not Ok N/A
7 Engine Exerciser Ok Not Ok N/A
8 Bypass Isolation Ok Not Ok N/A
9 Crank Test Ok Not Ok N/A
10 Remote Engine Start Ok Not Ok N/A
11 ATS Audible Alarm Ok Not Ok N/A
Witnessed by:
4
Site No:_______ Site Name: _____________________________
ALARM TEST
Recommended Actual Assessment
Item Particulars Remarks
Setting Setting
1 Over Current 100 % _____ % Passed Failed N/A
2 Over Voltage (V) 264.5 Vac _____ Vac Passed Failed N/A
3 Under Voltage (V) 195.5 Vac _____ Vac Passed Failed N/A
4 Over Frequency (Hz) 63 Hz _____ Hz Passed Failed N/A
5 Under Frequency (Hz) 57 Hz _____ Hz Passed Failed N/A
6 Loss of Phase Available Passed Failed N/A
7 Reverse Phase Available Passed Failed N/A
8 Engine Start Failure Available Passed Failed N/A
9 Engine Shutdown Failure Available Passed Failed N/A
10 Voltage Imbalance Available Passed Failed N/A
11 Transfer Failure (Normal to Available
Passed Failed N/A
Emergency & vice versa)
PROTECTION TEST
Recommended Actual
Setting Setting
1 Over Current 110 % _____ % Passed Failed
2 Over Voltage (V) 277 Vac _____ Vac Passed Failed
3 Under Voltage (V) 184 Vac _____ Vac Passed Failed
4 Over Frequency (Hz) 65 Hz _____ Hz Passed Failed
5 Under Frequency (Hz) 55 Hz _____ Hz Passed Failed
❖ PUNCHLIST SUMMARY
Site No: Date:
Site Name: Contractor:
Genset Brand: Genset Model:
Due Date
Item Description of Corrective Items Comments
Date Rectified
1
2
3
4
5
Smart’s Representative/s: Contractor’s Representative/s:

____________________________ ____________________________
____________________________ ____________________________
____________________________ ____________________________
5
Site No:_______ Site Name: _____________________________

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Automatic Transfer Switch (ATS) Site Acceptance Template

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Copyright:

Available Formats

Automatic Transfer Switch (ATS)

Site Acceptance Template

Smart’s Representative/s: Contractor’s Representative/s:

DIMENSION & WEIGHT (Figure 1)

Smart’s Representative Signature: Contractor’s Representative Signature:

❖ SYSTEM INSPECTION CHECKLIST

2.3 Frequency (Hz) Yes No

OPERATION TEST PARAMETER CHECKLIST

Smart’s Representative/s: Contractor’s Representative/s:

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