®

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: Model Number
RXSW100A3SPD
RXSW200A3SPD
Serial:

Date Purchased:

WARNING
CANCER AND REPRODUCTIVE HARM
www.p65warnings.ca.gov
(W000393)

2 Automatic Transfer Switch Owner’s Manual

 Table of Contents

Section 1: Safety Section 4: Operation

Introduction ........................................................... 5 Functional Tests and Adjustments.................... 19
Read This Manual Thoroughly ..................................5
Manual Operation ................................................ 19
Safety Rules ........................................................... 5 Close to Utility Source Side.....................................19
Close to Generator Source Side..............................19
Electrical Hazards ................................................. 6 Return to Utility Source Side ...................................20
General Hazards .................................................... 7 Voltage Checks .................................................... 20
Utility Voltage Checks.............................................20
Section 2: General Information Generator Voltage Checks......................................20
Introduction ........................................................... 9 Generator Tests Under Load .............................. 20
Unpacking .............................................................. 9 Checking Automatic Operation ......................... 21
Contents in Loose Parts Bag ............................... 9 Surge Protection Device Operation .................. 21
Equipment Description......................................... 9 Installation Summary.......................................... 21
Transfer Switch Mechanism......................................9
Utility Service Circuit Breaker (if equipped) ..............10 Shutting Generator Down While Under Load
or During a Utility Outage................................... 21
Transfer Switch Data Decal ................................ 10
Preparing for Maintenance................................. 22
Transfer Switch Enclosure ................................. 10
Testing the SACM ................................................ 22
Safe Use of Transfer Switch ............................... 10
SACM Fuse Service............................................. 22
Load Management Options ................................ 10
Smart A/C Module (SACM) ..................................... 11 Testing The SMM ................................................. 22
Smart Management Module (SMM) (sold
separately) ............................................................ 11 Section 5: Drawings and Diagrams
Application Considerations ..................................... 11
Installation Drawing—100A SE & Non-SE/
Surge Protection Device..................................... 12 150-200A Non-SE................................................. 23
Equipment Description ...........................................12
Specifications ........................................................12 Installation Drawing—150/200A SE................... 24
Warranty ...............................................................12 Installation Drawing—Liquid Cooled
Generator ............................................................. 25
Section 3: Installation
Installation Drawing—Liquid-Cooled
Introduction to Installation................................. 13 Generator ............................................................. 26
Mounting .............................................................. 13 Installation Drawing—Air-Cooled Generator
Open Enclosure................................................... 13 SE and Non-SE Rated ATS ................................. 27
Connecting Power Source and Generator Installation Drawing—Air-Cooled Generator
Power Supply....................................................... 14 SE and Non-SE Rated ATS ................................. 28
Connecting Start Circuit Wires .......................... 15
Connecting SACM ............................................... 15
Control of Air Conditioner Load ...............................15
Typical SACM Connections................................ 16
Smart A/C Module (SACM) ................................. 16
Auxiliary Contact................................................. 16
Fault Current Label ............................................. 17

Automatic Transfer Switch Owner’s Manual 3

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4 Automatic Transfer Switch Owner’s Manual

 Safety

Section 1: Safety

Introduction WARNING
Thank you for purchasing a Generac Power Systems Inc.
product. This unit has been designed to provide high per- Indicates a hazardous situation which, if not avoided,
could result in death or serious injury.
formance, efficient operation, and years of use when
maintained properly. This transfer switch is listed with (W000002)
ETL under the UL1008 standard.

Read This Manual Thoroughly CAUTION

WARNING Indicates a hazardous situation which, if not avoided,

Consult Manual. Read and understand man- could result in minor or moderate injury.
ual completely before using product.Failure
to completely understand manual and prod- (C000003)
uct could result in death or serious injury. NOTE: Notes contain additional information important to
(W000100)
a procedure and will be found within the regular text of
If any section of this manual is not understood, contact this manual.
the nearest Independent Authorized Service Dealer These safety alerts cannot eliminate the hazards that
(IASD) or Generac Customer Service at 1-888-436-3722 they indicate. Common sense and strict compliance with
(1-888-GENERAC), or visit www.generac.com for start- the special instructions while performing the action or
ing, operating, and servicing procedures. The owner is re- service are essential to preventing accidents.
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)

Automatic Transfer Switch Owner’s Manual 5

Safety

Electrical Hazards DANGER

DANGER Automatic start-up. Disconnect utility power and render
Electrocution.High voltage is present at unit inoperable before working on unit. Failure to do so
transfer switch and terminals.Contact with will result in death or serious injury.
live terminals will result in death or serious (D000191)
injury.
(D000129)
DANGER
DANGER Equipment Malfunction. Installing a dirty or damaged
transfer switch will cause equipment malfunction and will
Electrocution.Water contact with a power result in death or serious injury.
source, if not avoided, will result in death or
serious injury. (D000119)

(D000104)
WARNING
Electric Shock. Only a trained and licensed electrician
DANGER should perform wiring and connections to unit. Failure to
Electrocution.In the event of electrical acci- follow proper installation requirements could result in
dent, immediately shut power OFF. Use non- death, serious injury, and equipment or property
conductive implements to free victim from damage.
live conductor. Apply first aid and get medical (W000155)
help.Failure to do so will result in death or
serious injury.
(D000145) CAUTION
Equipment damage. Verify all conductors are tightened
DANGER to the factory specified torque value. Failure to do so
Electrical backfeed.Use only approved could result in damage to the switch base.
switchgear to isolate generator from the nor- (C000120)
mal power source.Failure to do so will result
in death, serious injury, and equipment
damage. CAUTION
(D000237)
Equipment damage. Perform functional tests in the exact
order they are presented in the manual. Failure to do so
DANGER could result in equipment damage.
Electrocution, equipment and property dam-
age.Handle transfer switches carefully when (C000121)
installing. Never install a damaged transfer
switch.Doing so could result in death or seri-
ous injury, equipment and property damage. CAUTION
(D000195) Equipment damage. Verify that voltage and current are
within specification before energizing this equipment.
Exceeding rated voltage and current will damage the
DANGER auxiliary contacts.
Electrocution.Turn utility supply OFF before (C000134)
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)

6 Automatic Transfer Switch Owner’s Manual

 Safety

General Hazards DANGER

Electrocution.In the event of electrical acci-
DANGER dent, immediately shut power OFF. Use non-
Electrical backfeed.Use only approved conductive implements to free victim from
switchgear to isolate generator from the nor- live conductor. Apply first aid and get medical
mal power source.Failure to do so will result help.Failure to do so will result in death or
in death, serious injury, and equipment serious injury.
damage. (D000145)
(D000237)

WARNING
DANGER Loss of life.This product is not intended to be
Electrocution.High voltage is present at used in a critical life support application.Fail-
transfer switch and terminals.Contact with ure to adhere to this warning could result in
live terminals will result in death or serious death or serious injury.
injury. (W000209)
(D000129)

WARNING
DANGER Equipment damage. This unit is not intended for use as
Electrocution.Turn utility supply OFF before a prime power source. It is intended for use as an inter-
working on utility connections of the transfer mediate power supply in the event of temporary power
switch.Failure to do so will result in death or outage only. Doing so could result in death, serious in-
serious injury. jury, and equipment damage.
(D000123) (W000247)

• Competent, qualified personnel should install, oper-

DANGER ate and service this equipment. Adhere strictly to
Electrocution.Water contact with a power local, state and national electrical and building co-
source, if not avoided, will result in death or des. When using this equipment, comply with regu-
serious injury. lations established by the National Electrical Code
(NEC), CSA Standard; the Occupational Safety
(D000104)
and Health Administration (OSHA), or the local
agency for workplace health and safety.
DANGER • If working on this equipment while standing on met-
Electrocution.Do not wear jewelry while al or concrete, place insulative mats over a dry
working on this equipment.Doing so will re- wood platform. Work on this equipment only while
sult in death or serious injury. standing on such insulative mats.
(D000188) • Never work on this equipment while physically or
mentally fatigued.
DANGER • Any voltage measurements should be performed
Electrocution.Only authorized personnel with a meter that meets UL3111 safety standards,
should access transfer switch interior. Trans- and meets or exceeds overvoltage class CAT III.
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)

Automatic Transfer Switch Owner’s Manual 7

Safety

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8 Automatic Transfer Switch Owner’s Manual

 General Information

Section 2: General Information

Introduction Transfer Switch Mechanism
Thank you for purchasing a Generac transfer switch. This See Figure 2-1. This switch is used with a single-phase
manual has been prepared especially for the purpose of system when the single-phase neutral line is to be con-
familiarizing personnel with the design, application, instal- nected to a neutral lug and is not to be switched.
lation, operation and servicing of the applicable equip- Solderless, screw-type terminal lugs are standard.
ment. Read this manual carefully and comply with all
The conductor size range is as follows:
instructions. This will help to prevent accidents or dam-
age to equipment that might otherwise be caused by Switch Conductor Tighten-
Wire Range
carelessness, incorrect application, or improper Rating ing Torque
procedures.
100A #14-1/0 AWG (Cu/Al) 50 in-lbs (5.6 Nm)
Every effort has been expended to make sure that the
contents of this manual are both accurate and current. 150/200A #6-250 MCM (Cu/Al) 275 in-lbs (31 Nm)
The manufacturer, however, reserves the right to change,
alter or otherwise improve the product or manual at any This transfer switch is suitable for control of motors, elec-
time without prior notice. tric discharge lamps, tungsten filament and electric heat-
ing equipment where the sum of motor full load ampere
Unpacking ratings and the ampere ratings of other loads do not ex-
ceed the ampere rating of the switch and the tungsten
Carefully unpack the transfer switch. Inspect closely for load does not exceed 30 percent of the switch rating.
any damage that might have occurred during shipment.
This UL listed transfer switch is for use in optional stand-
The purchaser must file with the carrier any claims for
by systems only (NEC article 702).
loss or damage incurred while in transit.
A 100A rated switch is suitable for use on circuits capable
Check that all packing material is completely removed
of delivering not more than 10,000 RMS symmetrical am-
from the switch prior to installation.
peres, 250 VAC maximum, when protected by a 100A
maximum circuit breaker (Siemens types QP or BQ) or
Contents in Loose Parts Bag 150A maximum circuit breaker (Square D Q2, Westing-
• Owner’s manual house CA-CAH, General Electric TQ2 and Siemens
QJ2).
• Warranty statement
A 200A rated switch is suitable for use on a circuit capa-
• Manual operating handle ble of 22,000 RMS symmetrical amperes, 240 VAC when
• Storage bracket for manual operating handle protected by a circuit breaker without an adjustable short
• Fault current label time response or by fuses.
Figure 2-1.

• Clear decal for fault current label C

Equipment Description A
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 D
source voltage and frequency have reached an accept-
able level. The transfer switch prevents electrical feed- B
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. E
The transfer switch consists of a transfer mechanism, util- 000219

ity service disconnect circuit breaker (if equipped), and a Figure 2-1. Typical Single-Phase ATS Transfer
Smart A/C module incorporating fuses and two terminal Mechanism
blocks for transfer switch connections.

Automatic Transfer Switch Owner’s Manual 9

 General Information

A Utility Closing Coil Transfer Switch Data Decal

B Generator Closing Coil A data decal is permanently affixed to the transfer switch
enclosure. Use this transfer switch only with the specific
C Utility Lugs (N1 & N2) limits shown on the data decal and on other decals and
labels that may be affixed to the switch. This will prevent
Generator Lugs (E1 & damage to equipment and property.
D E2)
When requesting information or ordering parts for this
E Load Lugs (T1 & T2) equipment, make sure to include all information from the
data decal.
Utility Service Circuit Breaker (if equipped) For future reference, record the Model and Serial num-
bers in the space provided on the front cover of this
The utility service and generator disconnect circuit break-
manual.
ers for 100 amp models are:
• Type BQ, 2-pole Transfer Switch Enclosure
• 10,000 A/C
The standard switch enclosure is a National Electrical
• 120/240VAC, 100A Manufacturer’s Association (NEMA) and UL 3R type. UL
• 50/60 Hertz and NEMA 3R (indoor/outdoor rated) type enclosures pri-
marily provide a degree of protection against falling rain
• Wire range: #1 - #8 AWG (Cu/Al)
and sleet; are undamaged by the formation of ice on the
• The conductor tightening torque is 50 in-lbs. (5.6 enclosure.
Nm).
The utility service circuit breakers for 150/200 amp mod- Safe Use of Transfer Switch
els are:
WARNING
• Type 225AF, 2-pole
Consult Manual. Read and understand man-
• 22,000 A/C ual completely before using product.Failure
to completely understand manual and prod-
• 120/240VAC, 150A/200A uct could result in death or serious injury.
• 50/60 Hertz (W000100)
• Wire range: Before installing, operating or servicing this equipment,
• Line: 300 MCM - 6 STR (Cu/Al) read the Safety Rules carefully. Comply strictly with all
Safety Rules to prevent accidents and/or damage to the
• Load - ATS: 250 MCM - 6 STR (Cu/Al)
equipment. The manufacturer recommends that a copy of
• The conductor tightening torque is: the Safety Rules be posted near the transfer switch. Al-
• Line: 375 in-lbs (42.4 Nm) so, be sure to read all instructions and information found
on tags, labels and decals affixed to the equipment.
• Load - ATS: 275 in-lbs. (31 Nm)
Three publications that outline the safe use of transfer
The utility service circuit breakers for Siemens 150/200 switches are the following:
amp models are:
• NFPA 70; National Electrical Code
• Siemens, Type QN, 2-pole
• UL 1008; STANDARD FOR SAFETY-AUTOMATIC
• 10,000 A/C TRANSFER SWITCHES
• 120/240VAC, 150A/200A • UL 67; Panelboards Marking and Application Guide
• 50/60 Hertz NOTE: It is essential to use the latest version of any
• Wire range: standard to ensure correct and current information.
• Line: 300 MCM - 1 STR (Cu/Al)
• Load - ATS: 250 MCM - 6 STR (Cu/Al) Load Management Options
• The conductor tightening torque is: Load management systems are designed to work togeth-
er to prevent a generator from being overloaded by large
• Line: 250 in-lbs (28.2 Nm)
appliance loads. A Smart A/C Module (SACM) is provided
• Load - ATS: 275 in-lbs. (31 Nm) as standard equipment with this switch. An optional
Smart Management Module (SMM) is also available.

10 Automatic Transfer Switch Owner’s Manual

 General Information
Figure 2-3.

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
000106
relays interrupt the 24 VAC thermostat control signal to
disable the air conditioner load. Figure 2-3. Smart Management Module (SMM)
Four LEDs, located on the SACM (B), illuminate when a
Application Considerations
load is connected and powered.
See Figure 2-2. The SACM has a test button (C) used to Generator overload condition is determined by generator
simulate an overload condition. This button operates frequency. Loads are shed when frequency is less than
even when the transfer signal is inactive. The Generator 58 Hz for three seconds or less than 50 Hz for ½ second
Control Wiring is connected to terminals (D). (for 60 Hz systems).
Figure 2-2.

The SACM can be used in conjunction with individual

C 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.
A/C 1
1
2
1
A/C 2
B • Use only select A/C priorities on the SACM as the
A/C 3
A 2
top priorities, then use additional SMMs as the re-
1 A/C 4
2
1
maining priorities.
2

SPARE FUSE
• A SMM can share a priority with an A/C priority on
0 Ground
194 + 12V
the SACM provided the generator is sized to handle
D
23 Transfer
00 TR1 NEUT
the combined surge load from both appliances.
T1
N1
Sharing priorities can allow up to 12 loads to be
T1
N2
managed in a properly sized system.
Replace with Littlefuse®021606.3XHP, Optifuse
FCD-6.0A or Generac 10000005117 250 vac, 6.3A

N2 N1 T1
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

015523
Priority Recovery Time SACM SMM
Figure 2-2. Smart A/C Module (SACM)
1 5 minutes Yes Yes
Smart Management Module (SMM) (sold 5 minutes 15
separately) 2 Yes Yes
seconds
Any loads, including central air conditioners, can be man- 5 minutes 30
aged using a Smart Management Module (SMM). The 3 Yes Yes
seconds
system can accommodate up to eight individual SMMs.
5 minutes 45
NOTE: SMMs are self-contained and have individual 4 Yes Yes
seconds
built-in controllers.
5 6 minutes NA Yes

6 minutes 15
6 NA Yes
seconds

6 minutes 30
7 NA Yes
seconds

6 minutes 45
8 NA Yes
seconds

Automatic Transfer Switch Owner’s Manual 11

 General Information

Refer to the SMM Owner’s/Installation Manual for de- Warranty

tailed characteristics and specifications of that product.
Generac warrants these products to be free from defects
in both workmanship and materials for a period of 2 years
Surge Protection Device from the date of delivery to the purchaser. Generac as-
sumes no risk or liability for results of the use of the prod-
Equipment Description ucts purchased from it, including but without limiting the
generality of the foregoing: (1) The use in combination
The Surge Protection Device (SPD) is designed to be in- with any electrical or electronic components, circuits, sys-
stalled on service entrance, branch panels, and/or indi- tems, assemblies, or any other materials or substances;
vidual equipment disconnects, and functions to protect (2) Unsuitability of any product for use in any circuit or as-
sensitive electronic equipment from damaging voltage sembly. Purchaser’s rights under the warranty shall con-
transients. The connecting wires do not carry supply cur- sist solely of requiring Generac to repair, or at Generac’s
rent. Instead, they carry only short-duration currents as- sole discretion, replace, free of charge, F. O. B. factory,
sociated with a transient event. and defective items received at said factory within said
Contact an IASD for information regarding a particular ap- term determined by Generac to be defective. The giving
plication or installation not covered in this manual. of or failure to give any advice or recommendations by
Generac shall not constitute any warranty by or impose
Specifications any liability upon Generac. The foregoing constitutes the
sole and exclusive liability of Generac AND IS IN LIEU
Description Rating OF ANY AND ALL OTHER WARRANTIES EXPRESSED,
IMPLIED OR STATUTORY AS TO THE MERCHANT-
Surge Current Capacity
50 kA ABILITY, FITNESS FOR PURPOSE SOLD, DESCRIP-
Per Phase
TION, QUALITY, PRODUCTIVENESS OR ANY OTHER
Nominal Discharge MATTER. In no event shall Generac be liable for special
Current (In) 20 kA
or consequential damages or for delay in performance of
the warranty. This warranty does not apply if the product
Short Circuit Current Rating
200 kA has been misused, abused, altered, tampered with, or
(SCCR)
used in applications other than specified on the name-
SPD Type Rated Type 1 or Type 2 plate. At the end of the warranty period, Generac shall be
under no further warranty obligation expressed or im-
System Voltages Available: plied. The product covered by this warranty certificate
120/240 VAC
• Single Split-phase can only be repaired or replaced by the factory. For help
on troubleshooting the SPD, or for warranty information,
Protection Modes: contact an IASD. Repair or replacement units will be re-
L-N, L-L
• Single Split-phase turned collect. If Generac finds the return to be a manu-
facturer’s defect, the product will be returned prepaid.
Maximum Continuous Oper-
150 L-N, 300 L-L
ating Voltage (MCOV)

Input Power Frequency 50/60 Hz

Enclosure Rating NEMA 4

-4°F through 122 °F (-40 °C

Operating Temperature
through 70 °C)

5% through 95%, non-

Operating Humidity
condensing

Operating Altitude Up to 16,000 ft (5,000 m)

Agency Certification
ETL per UL1449 4th Edition
and Approvals

Listed Device Warranty 2 Years

12 Automatic Transfer Switch Owner’s Manual

 Installation

Section 3: Installation
Introduction to Installation Install the transfer switch as close as possible to the elec-
trical loads that are to be connected to it. Mount the
Though this equipment has been wired and tested at the switch vertically to a rigid supporting structure. To prevent
factory, the installer should verify all wiring connections switch distortion, level all mounting points. If necessary,
are proper. Installing the switch includes the following use washers behind mounting holes to level the unit.
procedures:
When installed downstream of metering enclosure, a
• Mounting the enclosure. service rated ATS must be installed as the service equip-
• Connecting power source and load leads. ment to meet the requirements of NEC Section 110.3(B)
• Connecting the generator start and sensing circuit.
• Connecting any auxiliary contact (if needed).
Open Enclosure
• Testing functions. 1. See Figure 3-1. Remove outer cover (A):
a. Remove thumb screw (B).
Mounting b. Slide slot (C) over retention tab.
Mounting dimensions for the transfer switch enclosure c. Lower cover until clear of top flange (D), and
are in this manual. Enclosures are typically wall-mounted. pull away from enclosure.
See Drawings and Diagrams. 2. Remove inner panel (E):

DANGER NOTE: Inner Panel only available in models that

are Service Entrance Rated.
Equipment Malfunction. Installing a dirty or damaged
transfer switch will cause equipment malfunction and will a. Loosen nut (F) until it clears t-slot (H) in inner
result in death or serious injury. panel.
(D000119) b. Grasp inner panel at two cutouts (G — left and
right). Tilt inner panel as shown, passing nut
This transfer switch is mounted in a UL type 3R enclo-
through t-slot.
sure. It can be mounted outside or inside and should be
based on the layout of installation, convenience and prox- c. Lower inner panel until clear of two retention
imity to the utility supply and load center. slots (J — left and right sides), and pull away
from enclosure.
Figure 3-1.

J
A

H
G
F
B
E

C
004397

Figure 3-1. Open Enclosure

Automatic Transfer Switch Owner’s Manual 13

 Installation

Connecting Power Source and spaces required by Tables 312.6 (A) and (B) in the NEC.
Conduits should be arranged to provide separation be-
Generator Power Supply tween the Utility and Generator supply conductors inside
the enclosure.
DANGER
Electrocution.Turn utility and emergency For transfer switches installed in wet locations, power ca-
power supplies to OFF before connecting bles or conduits entering above the level of uninsulated
power source and load lines.Failure to do so live parts shall use fittings listed for use in wet locations
will result in death or serious injury. as required by 312.2 in the NEC.
(D000116)
NOTE: If aluminum conductors are used, apply corrosion
Installation and interconnection diagrams are provided in inhibitor to conductors. After tightening terminal lugs,
this manual. carefully wipe away any excess corrosion inhibitor.
Figure 3-2.

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. N1

1. Connect utility supply at the utility service discon-

N2
nect circuit breaker terminals N1 and N2. Follow
torque specifications listed on the circuit breaker.
A
2. See Figure 3-2. Connect utility neutral and ground
to the Upper 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- E1

vided for use if required by local codes. E2
3. Connect generator to the generator terminals (E1 T2
and E2) on the transfer mechanism.
T1
4. Connect the generator neutral wire to the lower
neutral lug.
IMPORTANT NOTE: A jumper wire (B) bonds
016049
the upper and lower Neutral lugs. NEVER re-
move this wire. Figure 3-2. Wiring Connections
5. Connect a subpanel supply to lower T1 and T2 Ter- Tighten terminal lugs to the torque values as noted on the
minals. Connect subpanel Neutral and Ground to decal located on the inside of the door. After tightening
lower Neutral and Ground bars. terminal lugs, carefully wipe away any excess corrosion
inhibitor.
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- CAUTION
ductors. The installation must comply fully with all appli- Equipment damage. Verify all conductors are tightened
cable codes, standards and regulations. to the factory specified torque value. Failure to do so
Knockouts into the transfer switch can be made in the could result in damage to the switch base.
field as needed for entry of power cables and conduit. (C000120)
Conduit entry shall maintain the proper wire bending

14 Automatic Transfer Switch Owner’s Manual

 Installation

Connecting Start Circuit Wires the same equipment, cable, or conduit. All conductors
shall have an insulation rating equal to at least the maxi-
Control system interconnections consist of N1, N2, and mum circuit voltage applied to any conductor within the
T1, 00, and leads 23, 0, and 194 (see ). equipment, cable, or conduit. See NEC 300.3(C)(1).
NOTE: Generac Type TC-ER-JP power and control tray
cable can be installed as permitted by the 2017 NEC. Connecting SACM
Type TC-ER-JP cable contains color-coded power and
control conductors. See Typical SACM Connections. The SACM can con-
trol an air conditioner (24 VAC) directly.
The generator control wiring is a Class 1 signaling circuit.
Reference instruction manual of specific engine genera- Control of Air Conditioner Load
tor for wiring connection details. Screw heads are straight
bladed and cross-bladed, and should be tightened to 3.5 1. Route the thermostat cable (from the furnace/ther-
in-lb (0.4 Nm). mostat to the outdoor air conditioner unit) to the
transfer switch.
Recommended wire gauge sizes depend on wire length
as specified in the following chart: Consult factory if you 2. Connect the wire to the terminal strip terminals (A/
are operating more than one transfer switch and SACM. C 1) on the SACM as shown in Typical SACM
Connections. These are normally closed contacts
Maximum Wire Length which open upon load shed conditions. Route ther-
Recommen- mostat wire away from high voltage wires.
ded Wire Size (One transfer switch and load shed
module) 3. If required, connect additional air conditioners to
the terminal strip terminals (A/C 2-4).
No. 18 AWG 1–115 ft (0.3–35 m)
Contact Ratings
No. 16 AWG 116–185 ft (36–56 m)
A/C 1-4 24 VAC, 1.0 Amp Max
No. 14 AWG 186–295 ft (57–89 m)
NOTE: These instructions are for a typical air conditioner
No. 12 AWG 296–460 ft (90–140 m)
installation. Control of certain heat pumps and 2-stage air
Exception: Conductors of AC and DC circuits, rated conditioners may require special connections or the use
1000 volts nominal, or less, shall be permitted to occupy of SMMs to control the loads.

Automatic Transfer Switch Owner’s Manual 15

 Installation

Typical SACM Connections

A
Thermostat 1

B
Air Conditioner 1
A
C
Thermostat 2
B A/C 1
D
1
2 A/C 2
C 1
Air Conditioner 2
A/C 3 E
2
1 A/C 4 Thermostat 3
D 2
F
1
2 Air Conditioner 3
0
G
194 SPARE FUSE

E 0 Ground Thermostat 4
194 + 12V 23
H
23 Transfer 00 Air Conditioner 4
00 T1 NEUT
F G T1
T1
0 DC
N1
N1 Ground
T1
N2 N2
194
H Replace with Littlefuse®021606.3XHP, Optifuse
FCD-6.0A or Generac 10000005117 250 vac, 6.3A + 12 VDC
N2 N1 T1
23
Transfer Control
J
00
Dedicated T1 Neutral

T1 (fused)
Battery Charge

N1 (fused)
Utility Sense

006244a N2 (fused)
Utility Sense

J
240 VAC, 6.3A Fuses

Smart A/C Module (SACM) even when the transfer signal is inactive. The Generator
Control Wiring is connected to terminals (D).
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-
Auxiliary Contact
quency (overload). Loads to be “shed” are in 4 priority lev- See Figure 3-3. If desired, there is one normally-closed
els on the module. Auxiliary Contact (A) on the transfer switch to operate
See Figure 2-2. Priorities A/C 1-4 (A) have connections customer accessories, remote advisory lights, or remote
for an air conditioner. To control an air conditioner, no ad- annunciator devices. A suitable power source must be
ditional equipment is required. Internal normally closed connected to the common terminal. If needed, an extra
relays interrupt the 24 VAC thermostat control signal to auxiliary contact can be added.
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
16 Automatic Transfer Switch Owner’s Manual
 Installation
Figure 3-3.

Fault Current Label

See Figure 3-4. A Fault Current Identification Label is
provided in the bag containing the unit Owner’s Manual
and transfer switch manual operating handle. The 2017
A 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-
003626
risdiction) with the information he or she may require
Figure 3-3. Auxiliary Contact during inspection.
The auxiliary contact is normally closed when the transfer Apply the label to the exterior of the transfer switch enclo-
switch is in utility mode. The contacts will open when the sure. Use a pen to fill in the required information, and
transfer switch is in the standby power mode. then cover the label with the clear protective decal.
NOTE: Auxiliary Contact is rated 10 amps at 125 or 250
Figure 3-4.

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)

004496

Figure 3-4. Fault Current Label

Automatic Transfer Switch Owner’s Manual 17

Installation

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18 Automatic Transfer Switch Owner’s Manual

 Operation

Section 4: Operation

Functional Tests and Adjustments CAUTION

Following transfer switch installation and interconnection, Equipment damage. Do not use excessive force while
inspect the entire installation carefully. A competent, manually operating the transfer switch. Doing so could
qualified electrician should inspect it. The installation result in equipment damage.
should comply strictly with all applicable codes, stand- (C000122)
ards, and regulations. When absolutely certain the instal-
lation is proper and correct, complete a functional test of
the system.
Close to Utility Source Side
Before proceeding, verify the position of the switch by ob-
serving the position of manual operation handle in . If the
CAUTION
handle is UP, the contacts are closed in the utility (normal)
Equipment damage. Perform functional tests in the exact position, no further action is required. If the handle is
order they are presented in the manual. Failure to do so DOWN, proceed with Step 1.
could result in equipment damage.
1. With the handle inserted into the movable contact
(C000121) carrier arm, move handle UP. Be sure to hold on to
IMPORTANT NOTE: Before proceeding with function- the handle as it will move quickly after the center of
al tests, read and make sure all instructions and in- travel.
formation in this section is understood. Also read the 2. Remove manual operating handle from movable
information and instructions of labels and decals af- contact carrier arm. Return handle to storage
fixed to the switch. Note any options or accessories bracket.
that might be installed and review their operation. Figure 4-1.

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. A
(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
B
the inside cover. The top of the movable contact 004399
carrier arm is yellow to be easily identified.
Figure 4-1. Manual Operation
a. Manual operation handle in the UP position -
LOAD terminals (T1, T2) are connected to utili- Close to Generator Source Side
ty terminals (N1, N2).
Before proceeding, verify the position of the switch by ob-
b. Manual operation handle in the DOWN position
serving the position of the manual operation handle in . If
- LOAD terminals (T1, T2) are connected to
the handle is DOWN, the contacts are closed in the
EMERGENCY terminals (E1, E2).

Automatic Transfer Switch Owner’s Manual 19

 Operation

generator (standby) position. No further action is re- 4. With an accurate AC voltmeter and frequency me-
quired. If the handle is UP, proceed with Step 1. ter, check the no-load, voltage and frequency.
1. With the handle inserted into the movable contact Measure across ATS terminal lugs E1 to E2; E1 to
carrier arm, move the handle DOWN. Be sure to NEUTRAL and E2 to NEUTRAL.
hold on to the handle as it will move quickly after Frequency 60–62 Hz
the center of travel.
Terminals E1 to E2 240–246 VAC
2. Remove manual operating handle from movable
contact carrier arm. Return handle to storage Terminals E1 to 120–123 VAC
bracket. NEUTRAL

Terminals E2 to 120–123 VAC

Return to Utility Source Side NEUTRAL
1. Manually actuate switch to return manual operating
5. When certain that generator supply voltage is cor-
handle to the UP position.
rect and compatible with transfer switch ratings,
2. Remove manual operating handle from movable turn OFF the generator supply to the transfer
contact carrier arm. Return handle to storage switch.
bracket.
6. Set the generator main circuit breaker (CB1) to
OFF or OPEN.
Voltage Checks
7. On the generator panel, select the OFF mode to
NOTE: Use the Digital Multimeter (DMM) LowZ low input shut down the generator.
impedance setting to collect accurate voltage measure-
Do NOT proceed until generator AC output voltage
ments. LowZ eliminates the possibility of inaccurate ghost
and frequency are correct and within stated limits. If
voltage readings, also known as phantom voltage or stray
the no-load voltage is correct but no-load frequency
voltage readings. See DMM manufacturer’s literature for
is incorrect, the engine governed speed may require
additional information.
adjustment. If no-load frequency is correct but volt-
age is not, the voltage regulator may require
Utility Voltage Checks adjustment.
DANGER
Electrocution.High voltage is present at Generator Tests Under Load
transfer switch and terminals.Contact with 1. Set the generator main circuit breaker to OFF or
live terminals will result in death or serious
injury. OPEN.
(D000129) 2. Set the utility service disconnect circuit breaker of
the transfer switch to OFF or OPEN, and turn OFF
1. Turn ON the utility power supply to the transfer
or OPEN all load circuit breakers.
switch using the utility service disconnect circuit
breaker. 3. Manually actuate the transfer switch main contacts
to the emergency (standby) position. See .
2. With an accurate AC voltmeter, check for correct
voltage. Measure across ATS terminal lugs N1 and 4. To start the generator, select the MANUAL mode of
N2; N1 to NEUTRAL and N2 to NEUTRAL. operation. When engine starts, let it stabilize for a
few minutes, and close lid (if applicable).
Generator Voltage Checks 5. Set the generator main circuit breaker to ON or
CLOSED. The generator now powers all LOAD cir-
DANGER cuits. Check generator operation under load as
Electrocution.High voltage is present at follows:
transfer switch and terminals.Contact with
live terminals will result in death or serious a. Turn on electrical loads to the full rated wat-
injury. tage/amperage capacity of the generator. DO
(D000129) NOT OVERLOAD.
1. On the generator panel, select the MANUAL mode b. With maximum rated load applied, check volt-
of operation. The generator should crank and start. age and frequency across transfer switch ter-
minals E1 and E2. Voltage should be greater
2. Let the generator stabilize and warm up at no-load
than 230 VAC (240 VAC system); frequency
for at least five minutes.
should be greater than 59 Hz.
3. Set the generator's main circuit breaker (CB1) to its
ON or CLOSED position.

20 Automatic Transfer Switch Owner’s Manual

 Operation

c. Verify that the gas pressure remains within ac- • After approximately 15 seconds, the switch should
ceptable parameters (see the generator Instal- transfer loads back to the utility power source.
lation manual). • Approximately one minute after re-transfer, the
d. Let the generator run under rated load for at generator should shut down.
least 30 minutes. With unit running, watch for With the generator in the AUTOMATIC mode, the system
unusual noises, vibration, or overheating that is now set for fully automatic operation.
might indicate a problem.
6. When checkout under load is complete, set main Surge Protection Device Operation
circuit breaker of the generator to the OFF or
OPEN position. 1. Apply system power. LED should illuminate.
7. Let the generator run at no-load for several mi-
NOTE: If connected LED does not illuminate, re-
nutes. Then, shut down by selecting the OFF
move power, check connections, and test again. If
mode.
LED still does not light, contact an IASD.
8. Move the main switch contacts back to the utility
2. SPD will automatically begin to protect downstream
position.
electrical devices from damaging voltage
transients.
NOTE: See . Handle and operating lever of transfer
switch should be in down position. With all phase voltages present, LED indicator reports the
status of the protection elements and is active when all of
9. Set the utility service disconnect circuit breaker of
them are intact and providing protection. Any loss of pro-
the transfer switch to ON or CLOSED.
tection is signaled when LED turns OFF.
10. The system is now set for fully automatic operation.
Unit is not repairable and contains no user serviceable
parts. If unit fails, as evidenced by LED turning OFF, con-
Checking Automatic Operation tact an IASD for a replacement.
To check the system for proper automatic operation, pro- IMPORTANT NOTE: Do not use the Suppression Cir-
ceed as follows: cuit Status LEDs as an indication of the presence or
1. Verify generator is OFF. absence of system phase voltages.

2. Set the utility service disconnect circuit breaker of

the transfer switch to OFF or OPEN.
Installation Summary
3. Verify switch is de-energized. 1. Verify the installation has been properly performed
as outlined by the manufacturer and that it meets
4. Install front cover of the transfer switch. all applicable laws and codes.
5. Set the utility service disconnect circuit breaker of 2. Verify proper operation of the system as outlined in
the transfer switch to ON or CLOSED. the appropriate installation and owner’s manuals.
6. Set the generator main circuit breaker to ON. 3. Educate the end-user on the proper operation,
7. On the generator panel, select AUTO. The system maintenance and service call procedures.
is now ready for automatic operation. NOTE: The Utility Power Circuit Breaker in the transfer
8. Set the utility service disconnect circuit breaker of switch must be turned OFF to simulate a utility outage.
the transfer switch to OFF or OPEN. Shutting off the main disconnect in a subpanel connected
With the generator ready for automatic operation, the en- to the transfer switch will NOT simulate an outage.
gine should crank and start when the utility source power
is turned OFF after a five second delay (factory default Shutting Generator Down While
setting). After starting, the transfer switch should connect Under Load or During a Utility Outage
load circuits to the standby side after a five (5) second
warm-up delay. Let the system operate through its entire DANGER
automatic sequence of operation.
Automatic start-up. Disconnect utility power and render
NOTE: Timer durations may differ between generators unit inoperable before working on unit. Failure to do so
and settings. will result in death or serious injury.
With the generator running and loads powered by gener-
(D000191)
ator AC output, set the utility service disconnect circuit
breaker of the transfer switch to ON or CLOSED. The fol- IMPORTANT NOTE: To avoid equipment damage, fol-
lowing should occur: low these steps, in order, during utility outages. Shut-
downs may be required during utility outages to
perform routine maintenance or to conserve fuel.

Automatic Transfer Switch Owner’s Manual 21

 Operation

1. To turn generator OFF: 1. Turn on the utility supply to the ATS.

a. Set utility MLCB to OFF (OPEN). 2. Verify managed loads are powered and all LEDs il-
b. Set generator MLCB (generator disconnect) to luminate on SACM.
OFF (OPEN). 3. Press the TEST button on the SACM.
c. Allow generator to run for cool-down for ap- 4. Verify that all of the connected loads to be “shed”
proximately one minute. become disabled.
d. Set generator to OFF at the controller. 5. After five (5) minutes verify A/C 1 is energized and
e. Remove 7.5A fuse from controller. Status LED A/C 1 is ON.

2. To turn generator back ON: 6. After another 15 seconds, verify A/C 2 is energized
and Status LED A/C 2 is ON.
a. Install 7.5A fuse in controller.
7. After another 15 seconds, verify Load A/C 3 is
b. Verify generator MLCB (generator disconnect) energized and Status LED Load A/C 3 is ON.
is OFF (OPEN).
8. After another 15 seconds, verify A/C 4 is energized
c. Set generator to AUTO mode at the controller. and Status LED A/C 4 is ON.
d. Generator will start and run. Allow generator to
run and warm up for a few minutes. SACM Fuse Service
e. Set generator MLCB (generator disconnect) to See Figure 4-2. A fuse removal and installation tool (A) is
ON (CLOSED). included in the SACM housing.
f. Set utility MLCB to ON (CLOSED). Figure 4-2.

The system now operates in automatic mode.

Preparing for Maintenance

DANGER
Automatic start-up. Disconnect utility power and render
A
unit inoperable before working on unit. Failure to do so
will result in death or serious injury.
(D000191)

1. To turn the generator OFF: 004437

a. At the controller, turn the generator OFF. Figure 4-2. Fuse Removal and Installation Tool
b. Set the MLCB (generator disconnect) on the If a fuse requires replacement, snap the tool free with an
generator to OFF (OPEN). appropriate tool such as diagonal pliers, and use it to re-
place the fuse. The tool can be stored in the SACM hous-
c. Turn the main utility disconnect OFF (OPEN).
ing retainer directly above the fuses, with the large thumb
d. Remove 7.5A fuse from the controller. tab facing out.
e. Follow maintenance procedure(s). Use only Generac replacement fuses — part number
2. To turn the generator back ON: 10000005117, rated 240 VAC, 6.3 Amps, 10,000 AIC.
a. Turn the main utility disconnect ON (CLOSED). Alternative fuses are Littelfuse® 021606.3MXP or Opti-
fuse® FCD-6.3.
b. Install 7.5A fuse in controller.
c. Put the generator into AUTO mode. Testing The SMM
d. Set the MLCB (generator disconnect) on the
Refer to the SMM Owner’s or Installation Manual for test-
generator to ON (CLOSED).
ing procedure.
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.

22 Automatic Transfer Switch Owner’s Manual

 No. 0G6832-A

318mm[12.5"] 27mm[1.06"] TYPICAL

Automatic Transfer Switch Owner’s Manual

MOUNTING HOLES
Ø6.35mm[Ø0.25"]

KNOCKOUT SUITABLE FOR'

508.4mm[20.0"] 1", 1-1/4" & 1-1/2" 438mm[17.24"]
CONDUIT SIZE 2-PLACES

KNOCKOUT SUITABLE FOR

1", 1-1/4" & 1-1/2" CONDUIT SIZE
2-PLACES

34mm[1.3"] TYPICAL
Section 5: Drawings and Diagrams

180mm[7.09"] 372mm[14.6"]
PADLOCK
(CUSTOMER SUPPLIED)
LOCATION
Installation Drawing—100A SE & Non-SE/150-200A Non-SE

KNOCKOUT SUITABLE FOR

3/4" & 1" CONDUIT SIZE

23
Drawings and Diagrams
Drawings and Diagrams

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

24 Automatic Transfer Switch Owner’s Manual

 Drawings and Diagrams

Installation Drawing—Liquid Cooled Generator

No. A0004899842–A (Part 1 of 2)

Automatic Transfer Switch Owner’s Manual 25

 Drawings and Diagrams

Installation Drawing—Liquid-Cooled Generator

No. A0004899842–A (Part 2 of 2)

26 Automatic Transfer Switch Owner’s Manual

 Drawings and Diagrams

Installation Drawing—Air-Cooled Generator SE and Non-SE Rated ATS

A0004899843-A (Part 1 of 2)

Automatic Transfer Switch Owner’s Manual 27

 Drawings and Diagrams

Installation Drawing—Air-Cooled Generator SE and Non-SE Rated ATS

A0004899843-A (Part 2 of 2)

28 Automatic Transfer Switch Owner’s Manual

 Drawings and Diagrams

This page intentionally left blank.

Automatic Transfer Switch Owner’s Manual 29

 ®

Part No. A0005065016 Rev. A 12/14/2023 Generac Power Systems, Inc.

© 2023 Generac Power Systems, Inc. S45 W29290 Hwy. 59
All rights reserved. Waukesha, WI 53189
Specifications are subject to change without notice. 1–888–GENERAC (1–888–436–3722)
No reproduction allowed in any form without prior written www.generac.com
consent from Generac Power Systems, Inc