2-SOW - NSN-4412 SUPPLY AND DELIVER PACKAGED OILS (1) (3).pdf

Exhibit H - Statement of Work

Supply and Deliver Packaged Oils

Document Control # Workflow ID Revision #

NSN-4412 3062796 4

Effective Date: July 9, 2025

Name Title

Originator: Vanessa Banegas Analyst – PA Support Services

Approver: Chad Jeffrey Director PA/Facility Services

Revision # Description Initials Date

Removed East Dallas Bus, South Oak Cliff Bus, and

Northwest Bus from Table 3 Delivery Locations

VB 07/09/2025

3 Remove High Temp Lithium Grease from SOW CP 06/24/2025

2 Removed Central Support as Delivery Location CJ 08/01/2024

1 Update New Format, Add Oils ER 02/23/2023

0 Initial Release TES 04/04/2018

DART Engineering https://legacy-dartnet.dart.org/webapps/workflow/510/default.asp?FindId=3062796

NSN-4412 Supply and Deliver Packaged Oils Rev# 4

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Table of Contents

1.0 General Information

A. Introduction

B. Background

C. Scope

D. Reference Documentation

E. Definitions / Abbreviations

2.0 Work Requirement

A. Technical Requirements

3.0 Deliverables

A. Contractor Deliverables

4.0 Supporting Information

A. Security

B. Place of Performance

5.0 Verification

6.0 Packaging

7.0 Appendix 1

Table of Tables Table 1 - Diesel Engine Oil, Elastomer Compatibility

Table 2 - SAE 15W-40, Medium Ash, Diesel Engine Oil

Table 3 - Product Delivery Locations

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1.0 General Information

This Statement of Work (SOW) will describe the requirements for the procurement and delivery of packaged oils.

A. Introduction The Contractor shall supply packaged oils as described in section 2.A.2, Technical Specifications.

B. Background DART maintains a fleet of non-revenue vehicles. These vehicles require engine oil as described herein.

C. Scope The Contractor shall furnish a total of five products for DART’s non-revenue vehicles. The products and their estimated annual quantities are exhibited in

Table 1. All products shall conform to the technical specifications in Tables 1 through 3 in section 2. Unless otherwise stated, the test methods cited in the

Technical Specifications shall conform to ASTM standards.

D. Reference Documentation The following documents and test methods shall apply to this Statement of

Work.

AGENCY

STANDARD

NUMBER

TITLE OF DOCUMENT

API SN

American Petroleum Institute (API)

Service Category

ASTM D-4485

Standard Specification for Performance of Active API Service Category Engine

Oils

Chrysler

Corporation MS6395M Chrysler Material Standard

Ford Motor

Company

WSS-M2C930-A

Ford Engineering Material

Specification for SAE 5W20 Engine

Oil

ILSAC GF-5

Minimum Performance Standard for

Gasoline-Fueled Passenger Car Engine

Oils

SAE J300 Engine Oil Viscosity Classification

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AGENCY

STANDARD

NUMBER

TITLE OF DOCUMENT

SAE

J304 Engine Oil Tests

J357 Physical and Chemical Properties of

Engine Oil

J1423

Classification of Energy Conserving

Engine Oil for Passenger Cars, Vans, Sport Utility Vehicles, and Light-Duty

Trucks

J2227 International Tests and Specifications for Automotive Engine Oils

ASTM

D-92 Standard Test Method for Flash and

Fire Points by the Cleveland Open Cup

D-97 Standard Test Method for Pour Point of

Petroleum Products

D-217 Standard Test Method for Cone

Penetration of Lubricating Grease

D-412 Vulcanized Rubber and Thermoplastic

Elastomers – Tension

D-445

Kinematic Viscosity of Transparent and

Opaque Liquids (The Calculation of

Dynamic Viscosity)

D-471 Rubber Property – Effect of Liquids

D1-1999

D-664 Neutralization Number by

Potentiometric Titration

D-874 Sulfated Ash from Lubricating Oils and

Additives

D-892 Foaming Characteristics of Lubrication

Oils

D-2240 Rubber Property – Durometer Hardness

D-2896

Standard Test Method for Base Number of Petroleum Products by

Potentiometric Perchloric Acid

Titration

D-4683

Measuring Viscosity at High Shear

Rate and High Temperature by Tapered

Bearing Simulator

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AGENCY

STANDARD

NUMBER

TITLE OF DOCUMENT

D-4684

Determination of Yield Stress and

Apparent Viscosity of Engine Oils at

Low Temperature

D-5133

Low Temperature, Low Shear Rate, Viscosity/Temperature Dependence of

Lubricating Oils Using a Temperature-

Scanning Technique

D-5185

Standard Test Method for

Determination of Additive Elements, Wear Metals, and Contaminants in

Used Lubricating Oils and

Determination of Selected Elements in

Base Oils by Inductively Coupled

Plasma Atomic Emission Spectrometry

ASTM

D-5293

Standard Test Method for Apparent

Viscosity of Engine Oils Between –5 and +30 0C Using the Cold-Cranking

Simulator

D-5800 Evaporation Loss of Lubricating Oils in a T-8 Engine

D-6278

Shear Stability of Polymer Containing

Fluids Using a European Diesel

Injector Apparatus

D-6894

Standard Test Method for Evaluation of

Aeration Resistance of Engine Oils in

Direct-Injected Turbocharged

Automotive Diesel Engine

E. Definitions / Abbreviations

ABBREVIATION DESCRIPTION

°F Degrees Fahrenheit (Unit of Temperature)

API American Petroleum Institute

ASTM American Society for Testing and Materials

Bulk Cargo that is Transported Unpackaged, in Large

Quantities.

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Cargos are Usually Dropped or Poured, With a Spout, as a Liquid, into a Bulk Carrier's Hold, Railroad Car, or

Tanker Truck/Trailer/Semi-Trailer Body. Bulk Cargos are Classified as Liquid or Dry.

CCS Cold Cranking Simulator

CES Cummins Engineering Standard cP Centipoise a unit of viscosity equal to ¹/₁₀₀ poise cSt Centistoke, a unit of kinematic viscosity equal to ¹/₁₀₀ stoke

EGR Exhaust Gas Recirculation

Elastomer Synthetic elastic material

EOT End of Test

FKM

A family of fluorocarbon based fluoroelastomer materials. Commonly called fluorine rubber. Used for seals.

ILSAC

International Lubricant Standardization and Approval

Committee

Mack T-102 Test to evaluate an oil’s ability to minimize cylinder liner, piston ring and bearing wear in engines with EGR mg Milligrams (One, one-thousandth (1/1,000) of a gram.

µm Micrometer (One millionth (1/1,000,000 of a meter)

MPa Megapascals, a measure of force per unit area.

(1 MPa = 145.04 psi)

NBR

Nitrile Butadiene Rubber, an oil-resistant synthetic rubber elastomer. Used in applications such as fuel hoses, gaskets, rollers, seals and other products where oil resistance is required.

NOACK

Noack Volatility Test. A study on the influence of shear on the flow behavior, spontaneous crystallization, microstructure and mechanical properties.

pa Pascal, a (unit of pressure) ppm Parts per million psi Pound(s) per square inch s-1 Per second.

SAE Society of Automotive Engineers

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SN

American Petroleum Institute Service Category, for all automotive engines currently in use. Introduced in 2010, SN oils are designed to provide improved high temperature deposit protection for pistons, more stringent sludge control, and seal compatibility. API SN with

Resource Conserving matches ILSAC GF-5 by combining API SN performance with improved fuel economy, turbocharger protection, emission control system compatibility, and protection of engines operating on ethanol-containing fuels up to E85specification and/or qualify as Energy Conserving.

TAN Total Acid Number

TBD To be determined

TBN Total Base Number

TMC Trucking and Maintenance Council

VQM

Vinyl Methyl Silicone. An organic silicone polymer, used for seals.

2.0 Work Requirement

A. Technical Requirements

1. Environmental Conditions All products shall have a minimum of three years transit experience, in temperatures from -15º to 115º degrees Fahrenheit, similar to the ambient conditions found in the Dallas, Texas operating area.

Any special storage requirements for the products named herein shall be stated prior to delivery to DART.

2. Technical Specifications

a. General Requirements:

1) Prior to contract award, the supplier shall provide a current API license number to ensure that the oils offered meet the qualifications cited below. The maximum and minimum requirements for the 15W-40, CI-4 Plus diesel-engine oil are shown in Tables 1 and 2 below.

2) If 15W-40, CJ-4 oil is offered, the requirements shown below also apply.

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3) The supplier shall provide DART with three (3) one-pint samples of the oils offered for analysis, to assure compliance with the physical and chemical specifications.

b. SAE 5W-30, SN engine oil for gasoline engines:

1) The oil shall be new, 5W-30, SN Engine Lubricating Oil and shall conform to the following requirements:

i. The products must be new engine oil that is SAE, ILSAC, API

Service GF-5 and API SN/Energy- Conserving “Low Ash” certified for use in gasoline engines.

ii. The product must be formulated to exceed engine protection as specified by the vehicle manufacturers (Ford Motor Company, General Motors, Chrysler Corporation and Toyota).

c. SAE 5W-20, SN engine oil for gasoline engines:

1) The oil shall be new, 5W-20, SN Engine Lubricating Oil and shall conform to the following requirements:

i. The products must be new engine oil that is SAE, ILSAC, API

Service GF-5 and API SN/Energy-Conserving “Low Ash” certified for use in gasoline engines.

ii. The product must be formulated to exceed engine protection as specified by the vehicle manufacturers (Ford Motor Company, General Motors, Chrysler Corporation and Toyota).

d. 10W-30 engine oil for diesel engines:

1) The oil shall meet Ford WSS-M2C171-F1 requirements.

2) The oil shall be CK-4 grade.

3) A current Ford license shall be presented with the bid.

e. 15W-40, CI-4 oil for diesel engines:

1) 15W-40 engine oil for diesel engines shall be CI-4 Plus. It shall meet the technical characteristics shown in Tables 1 and 2 below.

2) A technical data sheet demonstrating compliance with the physical and chemical characteristics of the requirements shall be submitted to DART with the bid.

f. 0W-20 Dexos Full Synthetic oil used at the Non-Revenue Vehicle

Shop:

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1) The oil shall be GM Dexos Motor Oil specifications.

2) The products must be new engine oil that is API Service GF-5 certified for use in gasoline engines.

g. 5W-30 Dexos Full Synthetic oil used at the Non-Revenue Vehicle

Shop:

1) The oil shall be GM Dexos Motor Oil Specifications.

2) The products must be new engine oil that is API / ILSAC GF-5 certified premium quality for use in gasoline engines.

3. Testing Upon request, samples of the products offered shall be forwarded to DART for verification testing.

Table 1 - Diesel Engine Oil, Elastomer Compatibility

POLYMER TYPE

PROPERTY

ASTM TEST

METHOD

NBR ACM FKM VQM

Volume Change, D-471 +5/-3 +5/-3 +5/-3 +TMC10-06/-3

Hardness (Shore

A)

D-2240 +7/-5 +8/-5 +7/-5 +5/-TMC1006

Tensile Strength

(Mpa)

D-412 +10/-TMC1006 +18/-15

+10/-

TMC1006

+10/-45

Elongation, % D-412 +10/-TMC1006 +10/-35 +10/-

TMC1006

+10/-30

Table 2 - SAE 15W-40, Medium Ash, Diesel Engine Oil

PHYSICAL/CHEMICAL PROPERTY

ASTM TEST

METHOD

LIMITS

1. API Classification SAE-J300 CI-4 PLUS

2. API Service Category SAE-J183 SAE 15W-40

3. Gell Index, Maximum D-5133 12

4. Viscosity: cSt at 100° C, Minimum D-445 12.5

5.

Low-Temperature Cranking Viscosity cP @

-15° C (+5° F.), Maximum D-5293 3500

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PHYSICAL/CHEMICAL PROPERTY

ASTM TEST

METHOD

LIMITS

6.

Low-Temperature Pumping Viscosity cP @ -

20° C (-4° F.), 75 hr, T10 or T10A D-4684 25,000

7.

High-Shear Viscosity cP @ 150° C (302o F) and 105 s-1, Minimum D-4683 3.7

8. Shear Stability cSt., Range @ 100°C D-3945 12.5 – 16.3

9.

Volatility Mass @ 250° C

(482° F.), Maximum D-5800 15%

10. Sulfated Ash, Maximum D-874 1.85%

11. Sulfur, ppm, Minimum E-1131 2000

12. Phosphorus, ppm, Minimum E-1131 800

13. Zinc, ppm, Minimum E-1131 800

14. Foaming Tendency– Stability (Maximum) D-892

(No Option A)

Seq. I: 10/0

Seq. II: 20/0

Seq III: 10/0

15.

Ring/Liner Wear and Corrosiveness Merit

Rating, Minimum Mack T-102 1000, min

16. Average Liner Wear, Maximum Mack T-102 32 µm, max

17. Average Top- Ring Weight Loss Mack T-102 158 mg, max

18. EOT Used Oil/New Oil Lead Content Mack T-102 35 ppm, max

19. Lead Increase from 250 to 300 Hours Mack T-102 14 ppm, max

20. Average Oil Consumption, g/hr Mack T-102 65, max

3.0 Deliverables

A. Contractor Deliverables

1. Oils shall be delivered in bulk. Certain oils can be delivered in quantity packages. Refer to the Schedule of this solicitation for quantity units.

2. Each delivery shall be accompanied by a shipping manifest showing the amount of product delivered and the location to which the specified product was delivered.

3. The Contractor is responsible for providing the SDS sheet that was submitted to DART at the start of the agreement.

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4. The Contractor shall deliver the product within 3 business days after an order has been placed.

5. The Contactor shall invoice DART once each month, with the invoice detailing each service call performed during the month. The invoice shall include the delivery location address, number of units delivered, unit and extended price, product name, and a DART employee signature from that location. The signature shall include the employee’s printed name and employee number. This signature shall be proof that the delivery was made and is acceptable to DART.

4.0 Supporting Information

A. Security

Delivery personnel shall exercise reasonable caution when making deliveries.

Barrels of grease that are not clearly marked with the manufacturer’s product name and product number will be rejected.

B. Place of Performance

All deliveries shall take place at DART’s Non-Revenue Vehicle facility located at 1200 East Jefferson Boulevard, Dallas, TX.

5.0 Verification

DART reserves the right to periodically conduct tests on the engine oils to ensure that they meet with the specifications herein. Non-compliant product(s) will be returned to the

Contractor at the Contractor’s expense, and a compliant product shall be delivered.

Upon request, the Contractor agrees to supply, at no cost to DART, samples of the products proposed for testing prior to contract award. Samples will be available and submitted to

DART within five (5) days of DART’s oral and/or written request.

6.0 Packaging

Product delivered in bulk shall be identified on the delivery manifest and marked with the manufacturer’s name and product number.

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7.0 Appendix 1

Table 3 - Product Delivery Location

DELIVERY LOCATION STREET ADDRESS

Non-Revenue Vehicle Shop 1200 East Jefferson, Dallas, TX

75208