Owner’s Manual

For
Automatic Transfer Switch
300 - 400 Amp, Service Entrance/Non-Service Entrance

Model Numbers
RTSW300A3
RTSW400A3
RTSC400A3

MODEL NUMBER: _________________________

SERIAL NUMBER: _________________________

DATE PURCHASED:________________________

WWW.GENERAC.COM
888-436-3722

Para español , visita: http://www.generac.com/service-support/product-support-lookup

Pour le français, visiter : http://www.generac.com/service-support/product-support-lookup

SAVE THIS MANUAL FOR FUTURE REFERENCE

 WARNING
California Proposition 65. This product contains or
emits chemicals known to the state of California to
cause cancer, birth defects, and other reproductive
harm. (000005)

ii Automatic Transfer Switch Owner’s Manual

 Table of Contents Table of Contents

Section 1 Safety Section 4 Operation

1.1 General ........................................................... 1 4.1 Functional Tests and Adjustments ........... 11
1.2 General Hazards ............................................ 1 4.2 Manual Operation ........................................ 11
4.2.1 Close to Normal Source Side ........................... 11
Section 2 General Information 4.2.2 Close to Standby Source Side ......................... 11
4.2.3 Return to Normal Source Side ......................... 11
2.1 Introduction ................................................... 3
4.3 Voltage Checks ........................................... 12
2.2 Unpacking ...................................................... 3 4.3.1 Utility Voltage Checks ...................................... 12
2.3 Equipment Description ................................. 3 4.3.2 Generator Voltage Checks ............................... 12
2.3.1 Transfer Switch Mechanism ............................... 3
4.4 Generator Tests Under Load ..................... 13
2.3.2 Utility Service Circuit Breaker (if equipped) ........ 4
4.5 Checking Automatic Operation ................. 13
2.4 Transfer Switch Data Decal .......................... 4
4.6 Installation Summary .................................. 13
2.5 Transfer Switch Enclosure ........................... 4
4.7 Shutting Generator Down While Under Load 13
2.6 Safe Use of Transfer Switch ......................... 4
4.8 Testing The Smart A/C Module .................. 14
2.7 Load Management Options .......................... 4
2.7.1 Smart A/C Module .............................................. 4 4.9 Testing The Smart Management Module .. 14
2.7.2 Smart Management Module (Optional) .............. 5
2.7.3 Load Management Analysis ............................... 5 Section 5 Drawings and Diagrams
5.1 Installation Drawing .................................... 15
Section 3 Installation 5.1.1 No. 0K2436-A
300-400A Non-Service Entrance Rated ........... 15
3.1 Introduction to Installation ........................... 7
5.1.2 No. 0K2438-A
3.2 Mounting ........................................................ 7 300-400A Service Entrance Rated ................... 16
3.3 Connecting Power Source and Load Lines 7 5.2 Interconnection Drawing ............................ 18
3.4 Connecting Start Circuit Wires .................... 7 5.2.1 No. 0L3239-A (Part 1 of 4)
Liquid-cooled Generator ................................... 18
3.5 Connecting Smart A/C Module ..................... 8 5.2.2 No. 0L3239-A (Part 2 of 4)
3.5.1 Control of Air Conditioner Load .......................... 8 Liquid-cooled Generator ................................... 19
3.6 Auxiliary Contacts ......................................... 9 5.2.3 No. 0L3239-A (Part 3 of 4)
Air-cooled Generator ........................................ 20
5.2.4 No. 0L3239-A (Part 4 of 4)
Air-cooled Generator ........................................ 21

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iv Automatic Transfer Switch Owner’s Manual

 Safety

Section 1 Safety
1.1 — General These safety warnings cannot eliminate the hazards
that they indicate. Common sense and strict
Read the following information carefully before compliance with the special instructions while
attempting to install, operate or service this performing the action or service are essential to
equipment. Also read the instructions and preventing accidents.
information on tags, decals, and labels that may be
affixed to the transfer switch. Replace any decal or
label that is no longer legible. 1.2 — General Hazards
• Any AC generator that is used for backup power if
WARNING a NORMAL (UTILITY) power source failure occurs,
Consult Manual. Read and understand manual must be isolated from the NORMAL (UTILITY)
completely before using product. Failure to power source by means of an approved transfer
completely understand manual and product switch. Failure to properly isolate the NORMAL
could result in death or serious injury. (000100a) and STANDBY power sources from each other
may result in injury or death to electric utility
The manufacturer cannot anticipate every possible workers, due to backfeed of electrical energy.
circumstance that might involve a hazard. The
warnings in this manual, and on tags and decals • Improper or unauthorized installation, operation,
affixed to the unit are not all-inclusive. If using a service or repair of the equipment is extremely
procedure, work method or operating technique the dangerous and may result in death, serious
manufacturer does not specifically recommend, personal injury, or damage to equipment and/or
ensure that it is safe. Also make sure the procedure, personal property.
work method or operating technique used does not
render the transfer switch unsafe. • Extremely high power and dangerous voltages are
Throughout this publication, and on tags and decals present inside an installed transfer switch. Any
affixed to the generator, DANGER, WARNING, contact with high voltage terminals, contacts or
CAUTION and NOTE blocks are used to alert wires can result in LETHAL electric shock, while
personnel to special instructions about a particular
arc flash can cause blindness and severe burns.
operation that may be hazardous if performed
incorrectly or carelessly. Observe them carefully. DO NOT WORK ON THE TRANSFER SWITCH
Their definitions are as follows: UNTIL ALL POWER SUPPLIES TO THE SWITCH
HAVE BEEN POSITIVELY TURNED OFF.
DANGER • Competent, qualified personnel should install,
Indicates a hazardous situation which, if not avoided, will operate and service this equipment. Adhere strictly
result in death or serious injury. to local, state and national electrical and building
codes. When using this equipment, comply with
(000001) regulations the National Electrical Code (NEC),
CSA Standard; C22.1 Canadian Electric Code and
Occupational Safety and Health Administration
WARNING (OSHA) have established.
Indicates a hazardous situation which, if not avoided,
• Never handle any kind of electrical device while
could result in death or serious injury.
standing in water, while barefoot, or while hands or
feet are wet. DANGEROUS ELECTRICAL SHOCK
(000002)
MAY RESULT.
• Because jewelry conducts electricity, wearing it
CAUTION may cause dangerous electrical shock. Remove all
Indicates a hazardous situation which, if not avoided, jewelry (such as rings, watches, bracelets, etc.)
could result in minor or moderate injury. before working on this equipment.
• If working on this equipment while standing on
(000003) metal or concrete, place insulative mats over a dry
wood platform. Work on this equipment only while
NOTE: standing on such insulative mats.
Notes contain additional information important to a • Never work on this equipment while physically or
procedure and will be found within the regular text of mentally fatigued.
this manual.

Automatic Transfer Switch Owner’s Manual 1

Safety

• Keep the transfer switch enclosure door closed • When an automatic transfer switch is installed for a
and bolted at all times. Only qualified personnel standby generator set, the generator engine may
should be permitted access to the switch interior. crank and start at any time without warning. To
• In case of an accident caused by electric shock, avoid possible injury that might be caused by such
immediately shut down the source of electrical sudden start-ups, the system’s automatic start
power. If this is not possible, attempt to free the circuit must be disabled before working on or
victim from the live conductor but AVOID DIRECT around the generator or transfer switch. Then
CONTACT WITH THE VICTIM. Use a place a “DO NOT OPERATE” tag on the transfer
nonconducting implement, such as a dry rope or switch and on the generator.
board, to free the victim from the live conductor. If • Any voltage measurements should be performed
the victim is unconscious, apply first aid and get with a meter that meets UL3111 safety standards,
immediate medical help. and meets or exceeds overvoltage class CAT III.

2 Automatic Transfer Switch Owner’s Manual

 General Information

Section 2 General Information

2.1 — Introduction The conductor size range is as follows:

Thank you for purchasing a Generac transfer switch. This Switch Conductor
Wire Range
manual has been prepared especially for the purpose of Rating Torque Specification
familiarizing personnel with the design, application, (1) #4-600 MCM
installation, operation and servicing of the applicable (Cu/Al)
equipment. Read this manual carefully and comply with 300/400A or 375 in-lbs (42.4 Nm)
all instructions. This will help to prevent accidents or (2) 1/0-250 MCM
damage to equipment that might otherwise be caused by (Cu/Al)
carelessness, incorrect application, or improper
This transfer switch is suitable for control of motors,
procedures.
electric discharge lamps, tungsten filament and electric
Every effort has been expended to make sure that the heating equipment where the sum of motor full load
contents of this manual are both accurate and current. ampere ratings and the ampere ratings of other loads do
The manufacturer, however, reserves the right to change, not exceed the ampere rating of the switch and the
alter or otherwise improve the product or manual at any tungsten load does not exceed 30 percent of the switch
time without prior notice. rating.
This UL listed transfer switch is for use in optional
2.2 — Unpacking standby systems only (NEC article 702).
Carefully unpack the transfer switch. Inspect closely for This transfer switch is suitable for use on a circuit
any damage that might have occurred during shipment. capable of 22,000 rms symmetrical amperes, 240 VAC
The purchaser must file with the carrier any claims for maximum.
loss or damage incurred while in transit.
A
Check that all packing material is completely removed
from the switch prior to installation.

2.3 — 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 B
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 (if equipped), a
control relay, a Smart A/C module, fuses, terminal strip, 000218

and fuse holder for connection of sensing wires.

This transfer switch is suitable for use as service C
equipment if equipped with utility service circuit breaker.
Figure 2-1. Typical Single-Phase ATS
Transfer Mechanism
2.3.1— Transfer Switch Mechanism
These switches (Figure 2-1) are used with a single-phase
system, when the single-phase NEUTRAL line is to be A Utility Lugs (N1 & N2)
connected to a neutral lug and is not to be switched.
B Generator Lugs (E1 & E2)
Solderless, screw-type terminal lugs are standard.
C Load Lugs (T1 & T2)

Automatic Transfer Switch Owner’s Manual 3

General Information

2.3.2— Utility Service Circuit Breaker (if 2.6 — Safe Use of Transfer Switch
equipped)
The utility service circuit breakers for the 300/400 amp
WARNING
models are: Consult Manual. Read and understand manual
completely before using product. Failure to
Generac, 300/400AF completely understand manual and product
• 120/240VAC, 300/400A could result in death or serious injury. (000100a)
• 50/60 Hertz
Before installing, operating or servicing this equipment,
• Wire range: (1) #4-600 MCM or (2) 1/0-250 MCM
read the SAFETY RULES carefully. Comply strictly with
(Cu/Al)
all SAFETY RULES to prevent accidents and/or damage
• The conductor torque specification is 375 in-lbs. to the equipment. The manufacturer recommends that a
(42.4 Nm). copy of the SAFETY RULES be posted near the transfer
Siemens, JD63B300P, JD63B400P (Siemens models switch. Also, be sure to read all instructions and
only) information found on tags, labels and decals affixed to
• 300/400A, 3-pole, 600 Volt the equipment.
Two publications that outline the safe use of transfer
• 50/60 Hertz
switches are the following:
• Wire range: Cables per lug (1-2); 3/0-500 MCM; 4/
• NFPA 70; National Electrical Code
0-500 MCM (Cu/Al)
• UL 1008, STANDARD FOR SAFETY-AUTOMATIC
• See the circuit breaker markings for the conductor
TRANSFER SWITCHES
torque specification.
NOTE: It is essential to use the latest version of any
2.4 — Transfer Switch Data Decal standard to ensure correct and current information.

A data decal is permanently affixed to the transfer switch

enclosure. Use this transfer switch only with the specific
2.7 — Load Management Options
limits shown on the data decal and on other decals and Load management systems are designed to work
labels that may be affixed to the switch. This will prevent together to prevent a generator from being overloaded by
damage to equipment and property. large appliance loads. A Smart A/C Module is standard in
When requesting information or ordering parts for this these switches. An optional Smart Management Module
equipment, make sure to include all information from the is also available.
data decal.
For future reference, record the Model and Serial 2.7.1— Smart A/C Module
numbers in the space provided on the front cover of this
Up to four air conditioner loads can be managed by the
manual
Smart A/C Module. The Smart A/C Module manages the
loads by “shedding” the connected loads in the event of a
2.5 — Transfer Switch Enclosure drop in generator frequency (overload). Loads to be
The standard switch enclosure is a National Electrical “shed” are in 4 priority levels on the module.
Manufacturer’s Association (NEMA) and UL 3R type. UL Priorities A/C 1-4 (A in Figure 2-2) have connections for
and NEMA 3R (indoor/outdoor rated) type enclosures an air conditioner. To control an air conditioner, no
primarily provide a degree of protection against falling additional equipment is required. Internal normally closed
rain and sleet; are undamaged by the formation of ice on relays interrupt the 24 VAC thermostat control signal to
the enclosure. disable the air conditioner load.
Four LEDs, located on the Smart A/C Module (B in
Figure 2-2), illuminate when a load is connected and
powered.
The Smart A/C Module has a test button used to simulate
an overload condition. This button operates even when
the transfer signal is inactive.

4 Automatic Transfer Switch Owner’s Manual

 General Information

The Smart A/C Module can be used in conjunction with

individual Smart Management Modules (SMM) to
0 GROUND manage a combined total of eight loads.
194 +12V
• Use Priorities A/C 1-4 on the Smart A/C Module as
T1
23 TRANSFER
the top priorities, then up to four Smart Manage-
NEUTRAL
ment Modules as Priorities 5-8.
A/C 1
• Use only select A/C priorities on the Smart A/C
Module as the top priorities, then use additional
Smart Management Modules as the remaining pri-
A/C 2
orities.
A
A/C 1 • A Smart Management Module can share a priority
A/C 2
A/C 3 with an A/C priority on the Smart A/C Module pro-
B vided the generator is sized to handle the com-
A/C 3

A/C 4
bined surge load from both appliances. Sharing
A/C 4
priorities can allow up to 12 loads to be managed in
000802 a properly sized system.
In any combination of modules, the recovery times after a
Figure 2-2. Smart A/C Module loss of utility power or shutdown due to overload are
shown in Table 1.

2.7.2— Smart Management Module Table 1. Priority Settings

(Sold Separately))
Smart
Smart A/C
Any loads, including central air conditioners, can be Priority Recovery Time
Module
Management
managed using a Smart Management Module (SMM). Module
The system can accommodate up to eight individual 1 5 minutes Yes Yes
SMM modules.
2 5 minutes 15 seconds Yes Yes
NOTE: The SMM modules are self-contained and have
individual built-in controllers. 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

detailed characteristics and specifications of that product.

000106

Figure 2-3. Smart Management Module

2.7.3— 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).

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6 Automatic Transfer Switch Owner’s Manual

 Installation

Section 3 Installation
3.1 — Introduction to Installation The utility supply connection is made at the utility service
disconnect circuit breaker terminals. The generator and
This equipment has been wired and tested at the factory. customer load connections are made at the transfer
Installing the switch includes the following procedures: switch mechanism, inside the switch enclosure.
• Mounting the enclosure. Conductor sizes must be adequate to handle the
• Connecting power source and load leads. maximum current to which they will be subjected, based
• Connecting the generator start and sensing circuit. on the 75°C column of tables, charts, etc. used to size
conductors. The installation must comply fully with all
• Connecting any auxiliary contact (if needed). applicable codes, standards and regulations.
• Testing functions. All power cables can enter the enclosure through the
knockouts provided. If not using the knockouts, conduit
3.2 — Mounting entry into the enclosure above the level of uninsulated
live parts shall use fittings listed for use in wet locations
Mounting dimensions for the transfer switch enclosure to maintain the Type 3R rating. Conduits should be
are in this manual. Enclosures are typically wall- arranged to provide separation between the Utility and
mounted. See the “Installation Diagram” section. Generator supply conductors inside the enclosure.
DANGER NOTE: If aluminum conductors are used, apply corrosion
inhibitor to conductors. After tightening terminal lugs,
Equipment malfunction. Installing a dirty or damaged carefully wipe away any excess corrosion inhibitor.
transfer switch will cause equipment malfunction and
will result in death or serious injury. Tighten terminal lugs to the torque values as noted on the
(000119) decal located on the inside of the door. After tightening
terminal lugs, carefully wipe away any excess corrosion
This transfer switch is mounted in a UL type 3R inhibitor.
enclosure. It can be mounted outside or inside and
should be based on the layout of installation, CAUTION
convenience and proximity to the utility supply and load Equipment damage. Verify all conductors are tightened
center. to the factory specified torque value. Failure to do so
Install the transfer switch as close as possible to the could result in damage to the switch base.
electrical loads that are to be connected to it. Mount the (000120)
switch vertically to a rigid supporting structure. To prevent
switch distortion, level all mounting points. If necessary, Connect power source and load conductors to clearly
use washers behind mounting holes to level the unit. marked terminal lugs on transfer mechanism as follows:
1. Connect utility (normal) power source cables to
3.3 — Connecting Power Source and utility service disconnect circuit breaker if
Load Lines equipped, or N1 and N2 lugs of the transfer switch.
See Figure 2-1.
DANGER 2. Connect the generator (standby) source power
Electrocution. Turn utility and emergency cables to transfer switch terminals E1, E2.
power supplies to OFF before connecting power 3. Connect customer LOAD leads to switch terminals
source and load lines. Failure to do so will result T1, T2.
in death or serious injury. (000116)
3.4 — Connecting Start Circuit Wires
Installation and interconnection diagrams are provided in
Control system interconnections may consist of N1, N2,
this manual.
and T1, and leads 23 and 194. The generator control
NOTE: All installations must comply with national, state wiring is a Class 1 signaling circuit. Reference instruction
and local codes. It is the responsibility of the installer to manual of specific engine generator for wiring connection
perform an installation that will pass the final electrical details. Recommended wire gauge sizes for this wiring
inspection. depends on the length of the wire, as recommended in
the following chart:

Automatic Transfer Switch Owner’s Manual 7

Installation

3.5.1— Control of Air Conditioner Load

Maximum Wire Length Recommended Wire Size 1. Route the thermostat cable (from the furnace/ther-
1-115 ft (1-35m) No. 18 AWG. mostat to the outdoor air conditioner unit) to the
transfer switch.
116-185 ft (36-56m) No. 16 AWG.
2. Connect the wire to the terminal strip terminals (A/
186-295 ft (57-89m) No. 14 AWG.
C 1) on the Smart A/C Module as shown in Figure
296-460 ft (90-140m) No. 12 AWG. 3.1. These are normally closed contacts which
Exception: Conductors of AC and DC circuits, rated open upon load shed conditions. Route thermostat
1000 volts nominal, or less, shall be permitted to occupy wire away from high voltage wires.
the same equipment, cable, or conduit. All conductors 3. If required, connect additional air conditioners to
shall have an insulation rating equal to at least the the terminal strip terminals (A/C 2-4).
maximum circuit voltage applied to any conductor within
the equipment, cable, or conduit. See NEC 300.3(C)(1).
Contact Ratings

3.5 — Connecting Smart A/C Module A/C 1-4 24 VAC, 1.0 Amp Max

The Smart A/C Module can control an air conditioner (24

VAC) directly. See Figure 3.1. 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 Smart Management Modules (SMM) to control the
loads.

THERMOSTAT 1
0 GROUND

194 +12V

T1 AIR
23 TRANSFER
CONDITIONER 1
00 NEUTRAL
THERMOSTAT 2

A/C 1
AIR
CONDITIONER 2
A/C 2

A/C 1
A/C 3 THERMOSTAT 3
A/C 2

A/C 3

A/C 4 THERMOSTAT 4 AIR

A/C 4
CONDITIONER 3

AIR
CONDITIONER 4

000803

Figure 3-1. Typical Smart A/C Connections

8 Automatic Transfer Switch Owner’s Manual

 Installation

3.6 — Auxiliary Contacts

If desired, there are Auxiliary Contacts 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 (D).
See Figure 3-2.
Contact operation is shown in the following chart:
Switch Position
Utility Standby
Common to Normally Open Open Closed
Common to Normally Closed Closed Open

NOTE: Auxiliary Contacts are rated 10 amps at 125 or

250 volts AC.

CAUTION
Equipment damage. Exceeding rated voltage and
current will result in damage to the auxiliary contacts.

(000134)

A
B

C
E

F
000140

Figure 3-2. Auxiliary Contacts

A Auxiliary Contact (Actuated)
B Auxiliary Contact (Non-Actuated)
C Single Contact (Utility Position)
D Common Terminal
E Normally Open Terminal
F Normally Closed Terminal

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Installation

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10 Automatic Transfer Switch Owner’s Manual

 Operation

Section 4 Operation
4.1 — Functional Tests and • Window “A” OFF, Window “B” ON - LOAD termi-
Adjustments nals (T1, T2) are connected to emergency termi-
nals (E1, E2).
Following transfer switch installation and interconnection,
inspect the entire installation carefully. A competent, CAUTION
qualified electrician should inspect it. The installation Equipment damage. Do not use excessive force
should comply strictly with all applicable codes, stan- while manually operating the transfer switch.
dards, and regulations. When absolutely certain the Doing so could result in equipment damage.
installation is proper and correct, complete a functional (000122)
test of the system.

CAUTION
Equipment damage. Perform functional tests in the 4.2.1— Close to Normal Source Side
exact order they are presented in the manual. Failure Before proceeding, verify the position of the switch by
to do so could result in equipment damage. observing Window “A” in Figure 4-1. If Window “A” reads
(000121) “ON”, the contacts are closed in the normal position, no
further action is required. If it reads “OFF”, proceed as
IMPORTANT: Before proceeding with functional follows:
tests, read and make sure all instructions and infor- • Attach handle attached to actuating shaft (see 2 in
mation in this section is understood. Also read the Figure 4-1). Move handle in the direction of the
information and instructions of labels and decals arrow on the switch cover until it stops — DO NOT
affixed to the switch. Note any options or accesso- FORCE. Release handle slowly to allow the spring
ries that might be installed and review their opera- in the switch box to relax. “ON” now appears in
tion. Window “A” and “OFF” appears in Window “B”.

4.2 — Manual Operation 4.2.2— Close to Standby Source Side

DANGER Before proceeding, verify the position of the switch by
Electrocution. Do not manually transfer under load. observing Window “B” in Figure 4-1. If Window “B” reads
Disconnect transfer switch from all power sources “ON”, the contacts are closed in the EMERGENCY
prior to manual transfer. Failure to do so will result (STANDBY) position. No further action is required. If it
in death or serious injury, and equipment damage. reads “OFF”, proceed as follows:
(000132) • Attach handle to actuating shaft (see 2 in Figure 4-
A manual handle is shipped with the transfer switch. See 1). Move the handle in the direction of the arrow on
1 in Figure 4-1. Manual operation must be checked the switch cover until it stops - DO NOT FORCE.
BEFORE the transfer switch is operated electrically. To Release handle slowly to allow the spring in the
check manual operation, proceed as follows: switch box to relax. “OFF” now appears in Window
“A” and “ON” appears in Window “B”.
1. Ensure the generator is in the OFF mode.
2. Turn OFF or OPEN both UTLITY and EMER-
GENCY power supplies to the transfer switch, with 4.2.3— Return to Normal Source Side
whatever means provided (such as the main line Manually actuate switch to return Window “A” to the “ON”
circuit breakers). position.
3. Note position of transfer mechanism main contacts
by observing display windows in “A” and “B” (3 and
4 in Figure 4-1) as follows:
• Window “A” ON, Window “B” OFF - LOAD termi-
nals (T1, T2) are connected to utility terminals (N1,
N2).

Automatic Transfer Switch Owner’s Manual 11

Operation

2 4

000141

Figure 4-1. Actuating Transfer Switch

4.3 — Voltage Checks 4.3.2— Generator Voltage Checks

1. On the generator panel, select the MANUAL mode
4.3.1— Utility Voltage Checks of operation. The generator should crank and start.
1. Turn ON the UTILITY power supply to the transfer 2. Let the generator stabilize and warm up at no-load
switch with whatever means provided (such as the for at least five minutes.
UTILITY main line circuit breaker). 3. Set the generator main circuit breaker (CB1) to ON
or CLOSED.
DANGER
Electrocution. High voltage is present at transfer DANGER
switch and terminals. Contact with live terminals Electrocution. High voltage is present at transfer
will result in death or serious injury. switch and terminals. Contact with live terminals
(000129) will result in death or serious injury.
(000129)
2. With an accurate AC voltmeter, check for correct
voltage. Measure across ATS terminal lugs N1 and 4. With an accurate AC voltmeter and frequency
N2; N1 to NEUTRAL and N2 to NEUTRAL. meter, check the no-load, voltage and frequency.
Measure across ATS terminal lugs E1 to E2; E1 to
DANGER NEUTRAL and E2 to NEUTRAL.
Electrocution. Turn utility supply OFF before
working on utility connections of the transfer Frequency 60-62 Hz
switch. Failure to do so will result in
Terminals E1 to E2 240-246 VAC
death or serious injury. (000123)
Terminals E1 to NEUTRAL 120-123 VAC
Terminals E2 to NEUTRAL 120-123 VAC

12 Automatic Transfer Switch Owner’s Manual

 Operation

5. When certain that generator supply voltage is cor- NOTE: See “Manual Operation”. Handle and operating
rect and compatible with transfer switch ratings, lever of transfer switch should be in down position.
turn OFF the generator supply to the transfer
9. Turn on the utility power supply to transfer switch,
switch.
using whatever means provided (such as a utility
6. Set the generator main circuit breaker (CB1) to main line circuit breaker). The utility power source
OFF or OPEN. now powers the loads.
7. On the generator panel, select the OFF mode to 10. The system is now set for fully automatic operation.
shut down the generator.
NOTE: Do NOT proceed until generator AC output 4.5 — Checking Automatic Operation
voltage and frequency are correct and within stated
limits. If the no-load voltage is correct but no-load To check the system for proper automatic operation, pro-
frequency is incorrect, the engine governed speed ceed as follows:
may require adjustment. If no-load frequency is cor- 1. Verify generator is in OFF mode.
rect but voltage is not, the voltage regulator may 2. Install front cover of the transfer switch.
require adjustment. 3. Turn the utility power supply to the transfer switch
ON, using the utility main line circuit breaker.
4.4 — Generator Tests Under Load 4. Set the generator main circuit breaker to ON.
1. Turn OFF the utility power supply to the transfer 5. On the generator panel, select AUTO. The system
switch with whatever means provided (such as the is now ready for automatic operation.
utility main line circuit breaker). 6. Turn utility power supply to the transfer switch OFF.
2. Set the generator main circuit breaker to OFF or With the generator ready for automatic operation, the
OPEN. engine should crank and start when the utility source
3. Manually actuate the transfer switch main contacts power is turned OFF after a ten second delay (factory
to the emergency (Standby) position. See “Manual default setting). After starting, the transfer switch should
Operation”. connect load circuits to the standby side after a five (5)
4. To start the generator, select the MANUAL mode of second delay. Let the system operate through its entire
operation. When engine starts, let it stabilize for a automatic sequence of operation.
few minutes.
5. Set the generator main circuit breaker to ON or 4.6 — Installation Summary
CLOSED. The generator now powers all LOAD cir- 1. Verify the installation has been properly performed
cuits. Check generator operation under load as fol- as outlined by the manufacturer and that it meets
lows: all applicable laws and codes.
• Turn on electrical loads to the full rated wattage/ 2. Verify proper operation of the system as outlined in
amperage capacity of the generator. DO NOT the appropriate installation and owner’s manuals.
OVERLOAD.
3. Educate the end-user on the proper operation,
• With maximum rated load applied, check voltage maintenance and service call procedures.
and frequency across transfer switch terminals E1
and E2. Voltage should be greater than 230 volts
(240 VAC system); frequency should be greater
4.7 — Shutting Generator Down While
than 59 Hz. Under Load
• Let the generator run under rated load for at least Important! To turn the generator off during utility
30 minutes. With unit running, listen for unusual outages to perform maintenance, or conserve fuel,
noises, vibration, overheating, etc., that might indi- follow these steps:
cate a problem. To turn the generator OFF (while running in AUTO and
6. When checkout under load is complete, set main online):
circuit breaker of the generator to the OFF or 1. Turn the main utility disconnect OFF.
OPEN position.
2. Turn the main line circuit breaker (MLCB) on the
7. Let the generator run at no-load for several min- generator to OFF (OPEN).
utes. Then, shut down by selecting the OFF mode.
3. Let the generator run at no-load several minutes.
8. Move the main switch contacts back to UTILITY. 4. Turn the generator OFF.

Automatic Transfer Switch Owner’s Manual 13

Operation

To turn the generator back ON: 4.9 — Testing The Smart Management
1. Put the generator back into AUTO and allow to Module
start and warm-up for a few minutes.
Refer to the SMM Owner’s/Installation Manual for testing
2. Set the MLCB on the generator to ON. that product.
The system will now be operating in automatic mode.
The main utility disconnect can be turned ON (CLOSED).
If Utility returns, the transfer switch will return to utility
mode and the generator will cycle off after it times out.

4.8 — 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.

14 Automatic Transfer Switch Owner’s Manual

 Ø62.7 (2.47")
Section 5

2" EKO

487mm [19.2"] 59.8mm [2.4"]

Ø8mm [Ø0.3"]

Automatic Transfer Switch Owner’s Manual

5.1 — Installation Drawing

7.48mm [0.3"]

4.02mm [0.2"]

Ø14mm [Ø0.6"]

917mm [36.1"] 794mm [31.3"]

Drawings and Diagrams

5.1.1— No. 0K2436-A 300-400A Non-Service Entrance Rated

60.7mm [2.4"]

254mm [10.0"]
609.6mm [24.0"]
TRIPLE EKO SUITABLE PADLOCK
FOR 1", 1.25" & 1.50" CONDUIT (CUSTOMER SUPPLIED)
3 PLACES
LOCATION
Drawings and Diagrams

15
16
571.5mm [22.50"]

268.35mm [10.56"] 62.0mm [2.44"] 424.0mm [16.69"]

ĵ8mm [ĵ0.3"]
Drawings and Diagrams

7.48mm [0.3"]

4.02mm [0.2"]

ĵ14mm [ĵ0.6"]

1219.3mm [48.00"] 1090.0mm [42.91"]

5.1.2— No. 0K2438-A 300-400A Service Entrance Rated

PADLOCK
(CUSTOMER SUPPLIED)
LOCATION
NOTE:
FOR 3R RATINGS CONDUITS MUST
ENTER BELOW ENERGIZED COMPONENTS

FOR FURTHER DETAILS SEE

INTERCONNECTION DIAGRAM IN THIS MANUAL.

63.0mm [2.48"]

255.5mm [10.06"]
554.3mm [21.82"]

Automatic Transfer Switch Owner’s Manual

 Drawings and Diagrams

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Automatic Transfer Switch Owner’s Manual 17

Drawings and Diagrams

5.2 — Interconnection Drawing

5.2.1— No. 0L3239-A (Part 1 of 4) Liquid-cooled Generator

18 Automatic Transfer Switch Owner’s Manual

 Drawings and Diagrams

5.2.2— No. 0L3239-A (Part 2 of 4) Liquid-cooled Generator

Automatic Transfer Switch Owner’s Manual 19

Drawings and Diagrams

5.2.3— No. 0L3239-A (Part 3 of 4) Air-cooled Generator

20 Automatic Transfer Switch Owner’s Manual

 Drawings and Diagrams

5.2.4— No. 0L3239-A (Part 4 of 4) Air-cooled Generator

Automatic Transfer Switch Owner’s Manual 21

Drawings and Diagrams

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22 Automatic Transfer Switch Owner’s Manual

Part No. 0L3203 Rev. A 05/20/15 Printed in USA Generac Power Systems, Inc.
©2015 Generac Power Systems, Inc. All rights reserved S45 W29290 Hwy. 59
Specifications are subject to change without notice. Waukesha, WI 53189
No reproduction allowed in any form without prior written 1-888-GENERAC (1-888-436-3722)
consent from Generac Power Systems, Inc. generac.com