Preventive Maintenance Checklist: SWITCH, AUTOMATIC TRANSFER - Annual

• Site conducted

• Conducted on

  Date

• Prepared by

• Location

• Work Order Number

(T)ools, (S)afety Equipment and (M)aterials

• Electrician's Tool Set

  Yes

  No

  N/A

• Micro-ohmmeter

  Yes

  No

  N/A

• Variable AC voltage source (test cable)

  Yes

  No

  N/A

• Multimeter

  Yes

  No

  N/A

• Lamps

  Yes

  No

  N/A

• Cleaning equipment and materials

  Yes

  No

  N/A

• Lubricants

  Yes

  No

  N/A

• Infrared test set

  Yes

  No

  N/A

• Flashlight

  Yes

  No

  N/A

Safety Guidelines

• Schedule the work with the users

  Yes

  No

  N/A

• Lock out and tag circuits as necessary for safety

  Yes

  No

  N/A

• Review and follow the manufacturer's instructions

  Yes

  No

  N/A

• Report any problems you find

  Yes

  No

  N/A

• Record the results in the maintenance log

  Yes

  No

  N/A

Maintenance Procedures

• Make sure the unit is loaded to at least 40% of rated current and perform an infrared section on the inspection on the generator side of the automatic tra

  Yes

  No

  N/A

• Verify proper operation of the maintenance bypass

  Yes

  No

  N/A

• Open and tag the normal and generator supply breakers. Use the maintenance bypass if the power cannot be turned off

  Yes

  No

  N/A

• Open the doors on the automatic transfer switch and check phase-to-phase and phase-to-ground for presence of voltage

  Yes

  No

  N/A

• Clean the inside of switch cubicle, conductors and buss work

  Yes

  No

  N/A

• Check all conductors for signs of overheating, mechanical, or moisture damage to conductors

  Yes

  No

  N/A

• Tighten all connections to manufacturer's specifications

  Yes

  No

  N/A

• Inspect all exposed ground connections. Be sure the connections are clean and tight

  Yes

  No

  N/A

• Clean the bus insulators

  Yes

  No

  N/A

• Clean the conductors, terminal boards, enclosures, and panels with vacuum cleaner

  Yes

  No

  N/A

• Make sure the heaters (if installed) work correctly

  Yes

  No

  N/A

• Lubricate all movements and linkages

  Yes

  No

  N/A

• Disconnect the conductors to the under-voltage relays. Test the under-voltage relays using a source of test voltage. Record drop-out and pick-up voltages. After testing relays, re-connect the conductors

  Yes

  No

  N/A

• Find and disconnect the transfer operating mechanism control power. Use a remote source of voltage to operate the transfer mechanism

  Yes

  No

  N/A

• Check the contact resistance on the normal and emergency contacts with a micro-ohmmeter

  Yes

  No

  N/A

• Re-connect the operating mechanism control wires

  Yes

  No

  N/A

• Clean indicating lenses and change lamps as needed

  Yes

  No

  N/A

• Restore the transfer switch to normal position

  Yes

  No

  N/A

• Check with affected occupant agencies for generator operations

  Yes

  No

  N/A

• Remove tags and energize normal supply breaker

  Yes

  No

  N/A

• Re-accomplish the infrared inspection on any problem areas in the normal position

  Yes

  No

  N/A

• Remove tags and place generator controls in the automatic position

  Yes

  No

  N/A

• Open normal power breaker; the generator should start and the transfer switch should transfer the load to the generator source

  Yes

  No

  N/A

• Re-accomplish the infrared inspection on any problem areas in the generator position

  Yes

  No

  N/A

• Close the normal power breaker The transfer switch should transfer the load to the normal power source and the generator should shut down after the cool down period

  Yes

  No

  N/A

• Check with the affected occupant agencies to see that normal services have been restored to all areas

  Yes

  No

  N/A

Maintenance Hours

• How much time was spent on this work order?