Generac Power Systems SMM Quick start guide

Owner’s/Installation Manual for SMM i
Owner’s/Installation Manual
100A Smart Management Module
(SMM)
SAVE THIS MANUAL FOR FUTURE REFERENCE
MODEL: G007006-0
DATE PURCHASED:______________
WWW.GENERAC.COM
1-888-GENERAC
(1-888-436-3722)
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
(000209b)
WARNING
Loss of life. This product is not intended to
be used in a critical life support application.
Failure to adhere to this warning could resul
t
in death or serious injury.

ii Owner’s/Installation Manual for SMM
(000393a)
WARNING
CANCER AND REPRODUCTIVE HARM
www.P65Warnings.ca.gov.

Owner’s/Installation Manual for SMM iii
Section 1: Introduction and Safety
Introduction ..........................................................1
Read This Manual Thoroughly ....................................1
Safety Rules .........................................................1
How to Obtain Service .................................................1
General Hazards ..................................................1
Section 2: General Information and Setup
Load Management Options .................................3
Application Considerations ................................3
Smart Management Module (SMM) ....................3
SMM and Carton Contents ..................................4
Setting Lockout ....................................................5
Jumper Locations ................................................5
Section 3: Installation, Tests, and
Troubleshooting
Electrical Specifications .....................................9
Enclosure Specifications ....................................9
Remove Contents from Carton ...........................9
Tools Needed For Installation ............................9
Mounting Instructions .........................................9
Connections .......................................................10
Setting Priorities ................................................11
Tests ...................................................................11
Utility Test ..................................................................11
Installation Summary ........................................11
Troubleshooting ................................................12
Table of Contents

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Introduction and Safety
Owner’s/Installation Manual for SMM 1
Section 1: Introduction and Safety
Introduction
Thank you for purchasing a Generac Smart Management
Module (SMM). SMMs are designed to work together to
prevent a home standby generator from being over-
loaded by large appliance loads. The modules require no
control wires, and provide a cost effective, quick installa-
tion. Use of up to eight modules is available, allowing
protection of the home and necessary appliances.
The information in this manual is accurate based on
products produced at the time of publication. The manu-
facturer reserves the right to make technical updates,
corrections, and product revisions at any time without
notice.
Read This Manual Thoroughly
If any section of this manual is not understood, contact
the nearest Independent Authorized Service Dealer
(IASD) or Generac Customer Service at 1-888-436-3722
(1-888-GENERAC), or visit www.generac.com for start-
ing, operating, and servicing procedures. The owner is
responsible 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
operating technique that the manufacturer does not spe-
cifically recommend, verify that it is safe for others and
does not render the equipment unsafe.
Throughout this publication, and on tags and decals
affixed to the unit, DANGER, WARNING, CAUTION, and
NOTE blocks are used to alert personnel to special
instructions about a particular operation that may be haz-
ardous if performed incorrectly or carelessly. Observe
them carefully. Alert definitions are as follows:
NOTE: Notes contain additional information important to
a procedure and will be found within the regular text of
this manual.
These safety alerts cannot eliminate the hazards that
they indicate. Common sense and strict compliance with
the special instructions while performing the action or
service are essential to preventing accidents.
How to Obtain Service
When the unit requires servicing or repairs, contact Gen-
erac Customer Service at 1-888-GENERAC (1-888-436-
3722) or visit www.generac.com for assistance.
When contacting Generac Customer Service about parts
and service, always supply the complete model and
serial number of the unit as given on its data decal
located on the unit. Record the model and serial numbers
in the spaces provided on the front cover of this manual.
General Hazards
(000100a)
WARNING
Consult Manual. Read and understand manual
completely before using product. Failure to
completely understand manual and product
could result in death or serious injury.
(000001)
DANGER
Indicates a hazardous situation which, if not avoided,
will result in death or serious injury.
(000002)
WARNING
Indicates a hazardous situation which, if not avoided,
could result in death or serious injury.
(000003)
CAUTION
Indicates a hazardous situation which, if not avoided,
could result in minor or moderate injury.
Electrocution. Turn utility and emergency
power supplies to OFF before connecting
power source and load lines. Failure to do so
will result in death or serious injury. (000116)
DANGER

Introduction and Safety
2 Owner’s/Installation Manual for SMM
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General Information and Setup
Owner’s/Installation Manual for SMM 3
Section 2: General Information and Setup
Load Management Options
Load management systems are designed to work
together to avoid a generator from being overloaded by
large appliance loads. Options include:
•Smart Management Modules (SMMs)
•Smart A/C Module (SACM)—standard in single-
phase 100–800 amp RTS or RXS transfer
switches.
These options can be used in conjunction or separately.
Application Considerations
Generator overload condition is determined by generator
frequency. Loads are shed when frequency drops below
a preset value for a predetermined time.
A SMM can be used individually or in conjunction with a
SACM to manage a combined total of eight loads.
•SACM inputs 1–4 have fixed priorities of 1–4,
respectively. SMM’s can be individually set to prior-
ities 1–8.
•To reduce loads returned to the generator all at
once, it is best to set SMM priorities to follow after
the last HVAC load has returned. This allows the
generator to accept loads gradually, reducing the
potential for additional nuisance load shed events.
•A SMM can share a priority with an A/C priority on
the SACM provided the generator is sized to han-
dle the combined surge load from both appliances.
•Sharing priorities can allow up to 12 loads to be
managed in a correctly sized system.
In any combination of modules, recovery times after a
loss of utility power or shutdown due to overload are
shown in Table 2-1.
NOTE: For digital thermostats where a 24 VAC thermo-
stat wire is not available, a SMM must be used to break
the power at the HVAC load itself.
Smart Management Module (SMM)
Any 240V loads up to 100A (resistive, 90A inductive),
including central air conditioners, can be managed using
a SMM. The system can accommodate up to eight indi-
vidual SMMs.
NOTE: SMMs are self-contained and have individual
built-in controllers.
Table 2-1. Priority Settings
Priority Recovery Time SACM SMM
1 5 minutes Yes Yes
2 5 minutes 15 seconds Yes Yes
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

General Information and Setup
4 Owner’s/Installation Manual for SMM
SMM and Carton Contents
Priority Dial (A)—Sets module priority.
NOTE: PRIORITY MUST BE DIFFERENT for each
module in an installation. Priority sets the order in
which loads recover from a load shed event. Recovery
time from a load shed event is five minutes for Priority 1.
Each priority after Priority 1 waits an additional 15 sec-
onds after the initial recovery time. See Table 2-1.
Lockout Switch (B)—Enables or disables lockout func-
tion. Switch positions are LOCKOUT LOAD ON GENER-
ATOR (enabled) and LOCKOUT DISABLED. See
Table 2-2.
NOTE: Recovery time is based on priority dial settings.
See Table 2-1.
Test Button (C)—Disables contactor output for a speci-
fied time.
LED (D)—Provides module status. See Table 2-3.
Contactor (E)—Normally OPEN. If generator begins to
overload, the contactor opens to take load off generator
power. See Connections.
Mounting Holes (F)—Internal enclosure mounting holes
provide clean and sturdy mounting.
Directional Arrows (G)—Provided for mounting pur-
poses.
Priority Decal (H)—Provided for recording priority of
each module in installation. Install on electrical panel.
Figure 2-1. SMM Features and Controls
AB C D
E
FF
H
009380
G

General Information and Setup
Owner’s/Installation Manual for SMM 5
Setting Lockout
SMMs are equipped with a lockout provision. The SMM
can be set to enable lockout mode if load is identified as
non-essential and does NOT need to operate on backup
power during generator overload. Load can be an entire
subpanel of multiple branch circuits.
Proceed as follows to set SMM to enable standard lock-
out mode:
1. See Figure 2-2. Slide lockout switch (1) to LOCK-
OUT LOAD ON GENERATOR.
2. Set mode selector jumper (4) on the control board
as directed in Jumper Locations.
Jumper Locations
See Figure 2-2. The SMM control board is equipped with
two movable jumpers (2). Jumper locations are indicated
on the diagram:
•(3) Frequency Jumper
•(4) Mode Selector Jumper (identified on control
board as “Lock Out Jumper”)
The frequency jumper is factory set at the 60 Hz position.
The mode selector jumper is factory set at position “A”,
which is considered standard for most installations.
Jumpers should remain in place except when operating
the unit under either or both of the following conditions:
•Operating the unit at 50 Hz requires moving fre-
quency jumper to “50 Hz” position.
•For installations in areas with unstable utility
power, set mode selector jumper to position “B”.
To move a jumper:
1. Remove power.
2. Grasp jumper and pull straight up until it clears the
pins.
3. Move jumper to new location and press it gently
onto the pins until seated.
NOTE: To avoid bending or breaking pins, do not rock
jumper, use excessive force, or pull sideways to remove
it from the SMM control board.
Figure 2-2. Jumper Locations
007115
3
4
2
1

General Information and Setup
6 Owner’s/Installation Manual for SMM
Table 2-2. Lockout Switch Settings
Lockout Switch
Setting
Mode
Selector
Jumper
Position
Mode Function
LOCKOUT LOAD ON
GENERATOR A Generator Module sheds load and does not reconnect until utility returns. This setting is considered standard for most installations.
LOCKOUT LOAD ON
GENERATOR B Generator Module sheds load and does not reconnect until utility returns. This setting is recommended for installations in areas with unstable utility power.
LOCKOUT LOAD ON
GENERATOR A or B Utility Power is available on module output.
LOCKOUT DISABLED A or B Generator Module operates with standard load shed logic. See Table 2-1 for more
information.
LOCKOUT DISABLED A or B Utility Power is available on module output.
NOTE: Duration of Return to Utility timer is longer in Mode B.
Table 2-3. LED States
State LED State Mode Note
Shed 1 second flash
(1 On – 1 Off) Generator
Module detected an overload and shed its load. This state only occurs in
generator mode, or during a first time utility power-up for five minutes of
initial operation.
Lockout
(30 minutes)
3 second flash
(3 On – 3 Off) Generator
Module detected an overload while trying to recover from a shed situation.
Operation is disabled for 30 minutes. This state only occurs in generator
mode.
Lockout
Switch Active
6 second flash
(6 On – 6 Off) Generator
Module output is disabled and there is no power to the appliance while in
generator mode and generator is overloaded. Lockout switch must be ON.
See Table 2-2.
Lockout
Switch Active ON Utility
Lockout switch operates in generator mode only. It has no function in
utility mode. LED is solid, indicating load is connected. Lockout switch
must be ON. See Table 2-2.
Normal ON Generator or
Utility
Indicates appliance has power. This is the default in utility mode. It is the
normal operating state in generator mode when an overload is not
detected.
Test 1 second flash Generator or
Utility
Test button triggers a typical shed condition and overrides all other states
except generator lockout switch ACTIVE state.
NOTE: Actual test time varies depending on SMM priority setting. Use the
following formula to calculate test time:
Time = (P-1) x 15 seconds, where P represents priority setting.
Example: SMM Priority 6 test time = (6-1) x 15 seconds, or 75 seconds.

General Information and Setup
Owner’s/Installation Manual for SMM 7
Figure 2-3. SMM Sequence of Operations
Load is OFF
Start
Have five minutes
elapsed?
NO
NOYES
Lockout switch
is set to:
LOCKOUT LOAD LOCKOUT DISABLED
Is power within limits
for generator?
YES NO
Load is OFF
Has module
previously shed theload?
(Module now in
load-shed recovery)
(2)
Has module
previously locked out
the l oad? (Module now
in lockout recovery)
NO YES
Have load-shed
recovery time and module priority
time elapsed?
(1)
YES NO
Was lockout
recovery operation
successful?
YESNO
YES NO
Notes: (1) Refer to the Priority Settings table for information on recovery priority times. (2) If the module detects a generator overload during a load-shed recovery ,
the module will again shed the load for up to 30 minutes. Load is ON
Load is OFF
Load is ON
Is power within
nominal for utility?
Is power within
nominal for utility?
YES
NO
YES
Lockout switch
is set to:
LOCKOUT
LOAD
LOCKOUT
DISABLED
007111

General Information and Setup
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Installation, Tests, and Troubleshooting
Owner’s/Installation Manual for SMM 9
Section 3: Installation, Tests, and
Troubleshooting
Electrical Specifications
Enclosure Specifications
Remove Contents from Carton
Proceed as follows to remove contents from carton:
1. Open carton.
2. Remove and verify carton contents:
•SMM
•Priority decal
•Owner/installation manual
NOTE: Contact Generac Customer Service if any of
these items are missing.
3. Retain carton for mounting template.
4. Contact the place of purchase with unit model
number to report any missing carton contents.
5. Record date of purchase on front cover of this
manual.
Tools Needed For Installation
•Power drill and suitable drill bit
•Phillips and flat head screwdrivers
•Mounting screws or wall anchors
•Electrical materials
•Voltmeter to indicate voltage presence
NOTE: Use the Digital Multimeter (DMM) LowZ low input
impedance setting to collect accurate voltage measure-
ments. LowZ eliminates the possibility of inaccurate
ghost voltage readings, also known as phantom voltage
or stray voltage readings. See DMM manufacturer’s liter-
ature for additional information.
Mounting Instructions
Recommended installation is near the electrical panel or
appliance/load. The enclosure has a NEMA 3R rating
and can be mounted indoors or outdoors. It provides a
degree of protection against rain and sleet and is
undamaged by the formation of ice on the enclosure.
1. Turn off both UTILITY (NORMAL) and EMER-
GENCY (STANDBY) power supplies.
2. Select mounting location (near electrical panel,
appliance, or load to be managed).
3. See Figure 2-1. Hold SMM enclosure against
mounting surface with arrows (G) pointing up, and
mark or drill four mounting holes (F). See Figure 3-
1 for mounting dimensions if necessary.
Input voltage 240 VAC
Current rating 100A resistive, 90A inductive
Locked rotor amp rating 540A
Motor rating 15 HP
Contactor coil voltage 240 VAC
Enclosure Type 3R
Temperature -22 to 122 °F (-30 to 50 °C)
Electrocution. Turn utility and emergency
power supplies to OFF before connecting
power source and load lines. Failure to do so
will result in death or serious injury. (000116)
DANGER

Installation, Tests, and Troubleshooting
10 Owner’s/Installation Manual for SMM
Figure 3-1. Mounting Dimensions
4. Install SMM enclosure to mounting surface using
appropriate mounting screws or wall anchors.
Connections
Figure 3-2. Wiring Diagram
1. Turn off both UTILITY (NORMAL) and EMER-
GENCY (STANDBY) power supplies before con-
necting power source and load lines to transfer
switch and SMM.
NOTE: Suitable conduit fittings must be installed in
knockout openings when running supply and load wires.
NOTE: Use at least 167 °F (75 °C) rated wire and gauge
per installation instructions. See Table 3-1 for recom-
mended wire size based on load current.
Height (in/mm) H1 7.0 / 178.5
H2 2.4 / 61.0
Width (in/mm) W1 11.4 / 289.4
W2 7.8 / 200.0
Depth (in/mm) D1 5.3 / 136.9
W1
W2
H2H1
D1
009113
Legend
A Red (240 VAC - Line)
B Black (240 VAC - Line)
C Red (240 VAC - Load)
D Black (240 VAC - Load)
E White - Neutral (as required)
F Green - Ground (as required)
G Black - Factory (PCB)
H Red - Factory (PCB)
I Blue - Factory (PCB)
J Blue - Factory (Jumper)
Electrocution. Turn utility and emergency
power supplies to OFF before connecting
power source and load lines. Failure to do so
will result in death or serious injury. (000116)
DANGER
009377
T1
T2
A
B
C
D
E
F
H
G
J
L1
L2
I

Installation, Tests, and Troubleshooting
Owner’s/Installation Manual for SMM 11
2. Run line supply wires per applicable NEC code
articles for wiring method selected.
3. Run load wires per applicable NEC code articles
for wiring method selected.
4. See Figure 3-2. Connect line supply wiring (A, B)
to line side of SMM contactor field terminals.
Tighten field terminals to 60 in-lbs (6.8 Nm).
5. Connect load supply wiring (C, D) to load side of
SMM contactor field terminals.
NOTE: If neutral (E) and ground (F) wires are included,
connect inside SMM using a listed termination device.
The unit is now ready to configure, apply power, and per-
form testing.
Setting Priorities
High priority 240 VAC loads should be set to the highest
priorities so those loads recover first in the event of gen-
erator overload.
NOTE: The highest priority, and first load to activate, is
Priority 1. The last load to activate is Priority 8.
Setting priority determines timing for three scenarios:
•Order in which loads recover
•Delay time until power returns during an outage
•Delay time for post load shed recovery
An example configuration is shown below. Configurations
will vary depending on customer prioritization of loads:
1. Set the priority of each SMM as desired (using the
example configuration for reference).
2. Apply priority decal in a suitable location on electri-
cal panel to record chosen priority designations.
3. Record priorities on decal.
Tests
Utility Test
1. Turn utility power ON and enable all module feed-
ing circuits.
2. Verify LED begins to flash at one second intervals.
3. All contactors will close after five minutes. LED will
illuminate and remain ON.
NOTE: The five-minute delay allows magnetism to dissi-
pate from the air conditioner compressor. This promotes
easier starting and eliminates the potential for reverse
compressor operation.
Installation Summary
•Install cover on electrical panel.
•Install covers on modules.
Table 3-1. Recommended Wire Sizes
Temperature rating of conductor: 167 ºF (75 ºC)
Conductor types: RHW, THHW, THW, THWN, XHHW, USE,
ZW
Size AWG Maximum Current Rating
8 50A
6 65A
4 85A
2 115A
1 130A
NOTE: Do not put more than three conductors in raceway,
cable, or earth.
Priority 1: Baseboard heat Priority 5: Non-essential circuits
Priority 2: Air conditioner Priority 6: Pool pump or hot tub
Priority 3: Range Priority 7: Other circuits
Priority 4: Clothes Dryer Priority 8: Other circuits

Installation, Tests, and Troubleshooting
12 Owner’s/Installation Manual for SMM
Troubleshooting
See Table 3-2 for troubleshooting problems, causes, and corrections.
Table 3-2. Troubleshooting
Problem Cause Correction
Load not powered; LED is OFF Circuit breaker disabled. Enable circuit breaker.
Load not powered; LED is OFF MLCB disabled and generator OFF. Enable MLCB if utility is present or verify generator
operation if outage.
Load not powered; LED flashing
1 second interval
Generator power just applied to unit.
Utility power just applied to unit.
Generator was overloaded and shed
occurred.
Wait five minutes plus the priority time delay (see
Table 2-1) for unit to enable output.
Load not powered; LED flashing
3 second interval
This load overloaded the generator
while attempting recovery from a shed.
It is in a 30 minute lockout wait period.
Wait 30 minutes from lockout for unit to attempt to re-
apply load.
Review all loads enabled in household. The genera-
tor may experience another overload condition when
this load is enabled. Disable some loads to prevent
generator overload from recurring.
Load not powered; LED flashing
6 second interval
The lockout switch is enabled and the
unit is on generator power.
During installation, it was determined that this load
will be disabled during generator operation to prevent
generator overload. Contact IASD for details.

Installation, Tests, and Troubleshooting
Owner’s/Installation Manual for SMM 13
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Installation, Tests, and Troubleshooting
14 Owner’s/Installation Manual for SMM
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Part No. 10000041226 Rev. A 03/26/19
©2019 Generac Power Systems, Inc.
All rights reserved
Specifications are subject to change without notice.
No reproduction allowed in any form without prior written
consent from Generac Power Systems, Inc.
Generac Power Systems, Inc.
S45 W29290 Hwy. 59
Waukesha, WI 53189
1-888-GENERAC (1-888-436-3722)
www.generac.com