| Essential Load Coverage | List only the loads that must operate during an outage, such as life-safety support equipment, refrigeration, communications, pumps, security systems, and selected lighting. | Use a transfer switch that supplies the designated standby load and is rated for the system voltage, phase, ampere rating, and available fault current. | Confirm that equipment grounding conductors remain continuous to the transferred loads and that bonding follows the system design. | Optional standby systems should serve loads selected by the owner or designer and installed in accordance with the applicable NEC edition and local authority requirements. | Signed load schedule identifying connected load, demand load, and designated standby circuits. |
| Generator Capacity | Size the generator from a calculated load, not from the sum of nameplate ratings alone. Include continuous loads, demand factors, motor starting current, and future expansion. | The switch rating must not be less than the calculated feeder or service load it controls. Confirm compatibility with the generator’s short-circuit and switching characteristics. | Verify that the generator frame, enclosure, transfer equipment, and connected equipment grounding conductors are bonded as required by the approved design. | NEC 702 requires the system to have adequate capacity for the intended optional standby loads and appropriate overcurrent protection. | Generator rating in kW or kVA, voltage, phase, frequency, power factor, and calculated peak demand. |
| Motor and Compressor Starting | Identify the largest motor-starting event. Pumps, compressors, air-conditioning equipment, and elevator motors may require substantially more starting power than their running ratings. | Consider staged loading, delayed-start controls, or priority load management when several motors may start at the same time. | Check that control circuits and metallic raceways are grounded and bonded, particularly where motor starters or variable-frequency drives are used. | The standby system must perform as intended under the connected load; verify operation through testing rather than relying only on the nameplate rating. | Starting-current calculation, voltage-dip review, load-sequencing plan, and witnessed functional test. |
| Transfer Switching Method | Choose open-transition switching for a break-before-make transfer in most standard applications. Use closed-transition equipment only when the design, utility rules, and equipment ratings permit momentary paralleling. | Transfer equipment must prevent an unintended connection between the normal source and the standby source. Confirm automatic or manual operation, transition type, time delay, and bypass features. | Determine whether the transfer switch switches the neutral. This affects whether the generator is treated as a separately derived system and where the system bonding jumper is installed. | NEC 702.6 addresses transfer equipment and requires equipment suitable for the intended use and arranged to prevent inadvertent interconnection of sources. | Transfer-switch wiring diagram, source ratings, neutral configuration, interlocking method, and commissioning results. |
| Grounding Electrode System | Inspect the grounding electrode system available at the generator location, including grounding electrode conductor routing, termination, protection, and accessibility. | Coordinate the transfer-switch neutral arrangement with the grounding design. Avoid creating parallel neutral-to-ground paths. | A separately derived generator system generally requires a system bonding jumper and connection to the grounding electrode system. A non-separately derived system generally relies on the premises grounding electrode system through the equipment grounding conductor. | Apply NEC grounding and bonding provisions, including the rules applicable to separately derived systems, generator installations, and the adopted local code. | Grounding diagram, conductor sizes, bonding-point location, continuity test, and inspection approval. |
| Fuel and Operating Duration | Compare fuel availability, storage limitations, ambient conditions, refueling access, and the expected outage duration. Actual runtime varies with load and fuel-tank size. | Provide controls for automatic start, transfer, retransfer, cooldown, and fault shutdown. Ensure the control wiring is protected and clearly identified. | Bond fuel-system components and metallic piping only where required by the applicable electrical and fuel-system codes; coordinate with the mechanical design. | NEC 702 focuses on optional standby electrical installation requirements; fuel storage, emissions, fire separation, and location requirements may also be governed by other codes and the local authority. | Fuel type, tank capacity, estimated runtime at selected loads, ventilation plan, and maintenance schedule. |
| Voltage, Phase, and Frequency | Match the generator output to the connected equipment, such as single-phase or three-phase loads, line-to-line voltage, line-to-neutral voltage, and operating frequency. | Confirm that the transfer switch is rated for the same voltage system, phase configuration, frequency, neutral arrangement, and service conditions. | Verify neutral identification, equipment grounding conductor termination, enclosure bonding, and phase rotation where applicable. | Install and label the system according to the adopted NEC requirements, equipment instructions, and inspection authority requirements. | One-line diagram, voltage and phase readings, phase-rotation test, frequency test, and load-bank test results. |
| Code, Labels, and Inspection | Confirm the design uses the NEC edition adopted by the jurisdiction and satisfies applicable building, fire, fuel, environmental, and utility requirements. | Label the normal and standby sources, identify the supplied loads, provide operating instructions where required, and ensure the switch is accessible for inspection and service. | Document grounding and bonding details before energization. Correct any neutral-to-ground connections that create objectionable current paths. | Review NEC Article 702, especially provisions concerning capacity, transfer equipment, installation, and optional standby system identification. The authority having jurisdiction has final approval. | Approved drawings, permits, inspection reports, equipment manuals, test certificates, and maintenance log. |