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INSTALLATION INSTRUCTIONS FOR TRANSFER SWITCHES

Reliance Controls ® Manual Transfer Switches

Installation and Operating instructions

IMPORTANT: Transfer Switches and Transfer Panels should be installed by a qualified electrician familiar with residential wiring and electrical codes. Manufactures accepts no responsibility for accidents caused by incorrect installation. Since some states require that the installation be compliant with all applicable laws and electrical codes, it is best to check with a local electrician in your area. Estimated installation time is 1-2 hours.
Always thoroughly read the instructions that are included with the switch you purchase. These instructions are general and are not a substitute for reading the instructions and using common sense. The installer is responsible for the installation and must either know what they are doing or hire an electrician.
 
Transfer switches and panels are intended for single phase residential or light commercial use. If you have any questions about your specific manual transfer switch installation, you may call GeneratorJoe at 707 539-9003 or Email support@generatorjoe.net

For All Models, Tools Needed for Installation:

  • Electric Drill

  • Screwdriver

  • Hammer

  • Wire Cutter and Stripper

  • 4, 6, 8, or 10 Yellow Wire Connectors

  • 4 Anchors and Screws

Key Components of Manual Transfer Switches

Switches for Circuit Selection – These switches allow you to select either utility (LINE) or generator (GEN) as the power source for the circuits that have been wired through the transfer switch. The OFF position is not generally used and a switch in this position will remove that circuit from both the utility line and generator power.

Convenience Outlet (if any) – Operates from first breaker and is energized whenever the generator is operating and connected to the transfer switch regardless of Circuit A switch position.

Circuit Breaker – Each circuit has a push-to-reset circuit breaker that is active when the Switch is in the GEN position. In the LINE position, each circuit is protected by the breaker in the load center. The circuits on the transfer switch must be connected to identically sized circuits in the house panel. 15 amp to 15 Amp, 20 amp to 20 Amp and so forth. 20 amp circuits in the house panel.

Wattmeters – Indicate the circuit loads, in watts, when the generator is supplying power. The left meter measures the load on circuits on the left and the right meter measures the load on circuits, on the right.

Preparing For Installation

  • Be sure to have all tools listed above.
  • Transfer switch can be installed on either the left or right side of your house electrical panel (also called load center). Hold the transfer switch up to the wall about 18" from the center of the load center to ensure adequate room. Remove the cover of the load center. CAUTION: All wires are live inside load center! MAIN circuit breakers should be turned off to ensure safety. Remember, all wires on "line" side of main are still hot.
  • Locate and remove a knockout in the bottom of the load center near the center, if possible. Use a 3/4" (trade size) knockout for 15 amp models and use 1" knockout for larger amperage models.
  • Insert all wires from transfer switch at end of flexible conduit through knockout and install connector securely.
  • Anchor transfer switch to wall using the external feet. Do not over-bend flexible conduit.

Wiring the Transfer Switch to the Load Center

  1. Determine which circuits you will want to use during an emergency (see wattage listing). Choose 6 circuits if you are installing a 6-circuit transfer switch, choose 10 circuits if installing a 10-circuit unit and so on. We suggest you wire the most critical circuits first, starting with "A".
  2. Assuming you want to designate your Furnace as "A", turn the Furnace circuit breaker OFF and loosen the screw which secures this wire into the circuit breaker and remove wire.
  3. On the transfer switch, find the Black and Red wires marked "A". Feed these two wires to the selected breaker (Furnace). Cut Red wire "A" to a convenient length, strip approximately 5/8", install in circuit breaker and retighten screw. Take Black lead "A", cut to convenient length to match up with wire removed from circuit breaker. Strip 5/8" and insert both wires into yellow wire connector. Twist on tightly, push wires back into side of box.
  4. Repeat steps 2 and 3 above to wire remaining circuits.
  5. To install the handle tie on the 240 volt circuits on the 6-, 8- or 10-circuit models, locate the Red and Black wires for the circuits with the handle tie. Turn off the 2-pole breaker in the load center and remove wires as above. Feed wires from handle-tied switches to the 2-pole breaker as above. Cut and strip 5/8". Insert red wires in breaker and tighten. Black wires connected as above.
  6. If you have no 240-volt circuits in your load center, the double pole handle-tied circuits on the transfer switch are not needed. Turn the handle-tied switches to the GEN position. Loosen the two screws on the handle tie, remove the handle tie and discard. These circuits may now be used as 1-pole circuits as you select.
  7. Once you have wired all circuits in the switch, only the White neutral wire and Green ground wire remain. Insert the White neutral wire into an unused hole in the neutral bar in the load center and tighten. Then insert the Green ground wire into an unused hole in the ground bar, if existing and tighten. If no ground bar exists, insert the Green wire into an unused hole in the neutral bar and tighten.
  8. Replace the cover to the load center. Fill in the chart on the top of the transfer switch to describe your emergency circuits and related circuit numbers in the load center. Turn ON all breakers in the load center and turn all switches on the transfer switch to the LINE position. Installation is now complete.
Note on hardwire model installation: Some models have been designed to "hardwired" to a power inlet box located remotely from the transfer switch. We offer Power Inlet Boxes. Usually there is a terminal block located in the wiring compartment of which is marked for connection to the remote power inlet box (often called power IN) and is typically labeled as follows:
  •  Black Terminal: To Power Inlet "X" or "Y" terminal
  •  White Terminal: To Power Inlet Neutral "W" terminal
  •  Red Terminal: To Power Inlet "X" or "Y" terminal
  •  Green Terminal: To Power Inlet Ground "G" terminal
Note on convenience outlet:  All manual transfer switches have a 3-wire, grounded convenience outlet, to be used for tools or lights near the transfer switch installation during an outage. This outlet is connected to circuit breaker "A" on the transfer switch and must be calculated with other load on circuit A.
Using Your Transfer Switch and Your Portable Generator
To ensure that your generator will always be ready when you need it, it is important to start and run your generator UNDER LOAD regularly and keep the tank filled with fresh fuel. Perform the following steps at least ONCE A MONTH to keep the generator properly "exercised". It is not necessary to turn off any circuits in the Main load center when supplying generator power with the transfer switch, even when the utility power is operating normally. The double-throw switches prevent back-feeding generator power to the utility and, conversely, utility power to the generator.

Transferring from Utility Power to Generator Power

  • Plug in the female connector of the Power Cord to the Power Inlet Box OR transfer switch. Be sure that all switches on the Transfer Switch are in the LINE or OFF position.
  • Insert the male connector of the Power Cord into the outlet on the generator.
  • Start the generator outdoors, following the procedures described in the generator’s owner’s manual furnished by the manufacturer.
  • Select the circuits to be powered by the generator by moving the corresponding switches to the GEN position. Use only necessary household items when under generator power and alternate use of larger loads (furnace motors, well pumps, freezers, etc.).
  • While in the GEN position, each circuit is limited by the main circuit breaker, to a maximum of the switch. If you have selected circuits that draw more than the total permitted by the main circuit breaker, it will be necessary to selectively turn off some of the loads on that circuit in order not to exceed the capacity of the main circuit breaker. Test your circuits by using the wattmeters or determine wattage from that shown on each appliance. Make a note of any excessive loads which must be removed from a given circuit during generator operation.

Transferring from Generator Power to Utility Power

  1. Return all switches (A-B-C-D etc.) to the LINE position.
  2. Follow the procedures in the generator’s owner’s manual to turn off the generator.
  3. Unplug the Power Cord, return the generator to storage.

Reliance Controls®  transfer switches are UL Listed and CSA Certified.

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