A.02 Purchase Description.pdf

Turbine Oil for The Dalles Dam The Dalles Dam, Wasco County, Oregon

PART 1 GENERAL

1.1 Summary

This specification includes zinc and chlorine-free rust and oxidation inhibited (R&O) mineral oils for use in hydraulic turbine and generator bearings, Kaplan turbine hubs, hydraulic-turbine governors, and other applications, where high grade turbine oil having anti-corrosion and antioxidation properties is required. General contract steps are:

1. Project requires 16,000 gallons of approved Mobil DTE 10 Heavy Medium (ISO 68) turbine oil is secured at a location off-site to The Dalles Dam.

2. The Contractor sends oil samples from the batch of new oil to an oil test facility and pays for testing. The Government sends in use oil samples to the test facility as well.

3. Once the samples pass compatibility and property testing the oil is cleared for delivery to The Dalles Dam.

4. Delivery and payment will only be made when the oil has passed all required tests.

Filtration of oil prior to delivery is not required.

1.2 References

The publications listed below form a part of this specification to the extent referenced. The publications are referred to within the text by the basic designation only. The year refers to the basic date of issuance of the standard or code. All Codes and Standards are to include published Interpretations and Interim Amendments or Revisions by the Standard or Code Authorities referenced must be current as of date of contract.

ASTM INTERNATIONAL (ASTM)

ASTM D92 (2012a) Standard Test Method for Flash and Fire Points

By Cleveland Open Cup Tester

ASTM D97 (2017b) Standard Test Method for Pour Point of

Petroleum Products

ASTM D130 (2018) Standard Test Method for Corrosiveness to

Copper from Petroleum Products by Copper Strip Test

ASTM D445 (2018) Standard Test Method for Kinematic Viscosity of Transparent and Opaque Liquids (and Calculation of Dynamic Viscosity)

ASTM D664 (2018; E 2018; E 2019) Standard Test Method for Acid Number of Petroleum Products by Potentiometric Titration

ASTM D665 (2014; E 2015) Standard Test Method for Rust-

Preventing Characteristics of Inhibited Mineral Oil in the Presence of Water

ASTM D892 (2013; E 2016) Standard Test Method for Foaming

Characteristics of Lubricating Oils

ASTM D974 (2014; E 2016) Standard Test Method for Acid and Base

Number by Color-Indicator Titration

ASTM D1401 (2018b) Standard Test Method for Water Separability of

Petroleum Oils and Synthetic Fluids

ASTM D2270 (2010; R 2016) Standard Practice for Calculating

Viscosity Index from Kinematic Viscosity at 40 and 100°C

ASTM D2272 (2014a) Standard Test Method for Oxidation Stability of Steam Turbine Oils by Rotating Pressure Vessel

ASTM D3427 (2014a; E 2015) Standard Test Method for Air Release Properties of Petroleum Oils

ASTM D4057 (2012; R 2018) Standard Practice for Manual Sampling of Petroleum and Petroleum Products

ASTM D4177 (2016; E 2017) Standard Practice for Automatic

Sampling of Petroleum and Petroleum Products

ASTM D6304 (2016; E 2016) Standard Test Method for Determination of Water in Petroleum Products, Lubricating Oils, and Additives by Coulometric Karl Fischer Titration

ASTM D7042 (2019; E 2020) Standard Test Method for Dynamic

Viscosity and Density of Liquids by Stabinger Viscometer (and the Calculation of Kinematic Viscosity)

ASTM D7155 (2018) Standard Practice for Evaluating Compatibility of Mixtures of Turbine Lubricating Oils

ASTM D7647 (2018) Standard Test Method for Automatic Particle

Counting of Lubricating and Hydraulic Fluids Using Dilution Techniques to Eliminate the Contribution of Water and Interfering Soft Particles by Light Extinction

INTERNATIONAL ORGANIZATION FOR STANDARDIZATION (ISO)

ISO 4406 (2017) Hydraulic Fluid Power - Fluids - Method for

Coding the Level of Contamination by Solid Particles

ISO 11171 (2016) Hydraulic Fluid Power – Calibration of Automatic Particle Counters for Liquids

ISO/IEC 17025 (1999) General Requirements for the Competence of Testing and Calibration Laboratories

U.S. Army Corps of Engineers (USACE)

EM 385-1-1 (2014) Safety and Health Requirements Manual

1.3 Submittals

Government approval is required for submittals with a "G" designation; submittals not having a "G" designation are for information only. When used, a designation following the "G" designation identifies the office that will review the submittal for the Government. Submit the following:

SD-01 Preconstruction Submittals

Oil Test Independent Laboratory Qualifications; G, COR Oil Delivery Truck Cleaning Methods; G, COR Oil Spill Prevention Procedure; G, COR Oil Delivery Procedure; G, COR Oil Vendor Qualifications; G, COR

SD-04 Samples

Two Separate One-Gallon Samples of Oil From Each Truck; G, COR

SD-06 Test Reports

Data of Chemical and Physical Characteristics, Per Delivery; G, COR

Compatibility Testing Results, Per Delivery; G, COR

SD-07 Certificates

Certification of Brand Name Product; G, COR Certification of Clean Oil Delivery Truck, Per Delivery; G, COR Chain of Custody; G, COR

1.4 Oil Test Independent Laboratory Qualifications

Submit for approval the qualifications of the proposed oil testing laboratory, within 30 days of Award. The laboratory must be independent of ExxonMobil and independent of the Contractor. The laboratory must be ISO/IEC 17025 certified. An example of a qualifying laboratory is SGS Herguth Laboratories, 101 Corporate Place, Vallejo, CA 94590, (800) 645-5227

1.4.1 Oil Storage and Delivery

All oil deliveries will be held off-site in Contractor provided temporary storage while samples are taken and laboratory testing is performed. Oil deliveries to The Dalles Dam will only be allowed after testing is performed, reviewed, and results approved by the COR. Every effort will be done by the Government to expedite testing and verify test results. Particular lab test results required include both property testing and compatibility testing in accordance with relevant ASTM standards.

1.4.2 Oil Delivery Truck Cleaning Methods

Truck and tanks used to deliver oil must have been cleaned using a procedure which results in zero residue and therefore minimizes risk of contamination of new oil. All equipment used to deliver oil, such as pump and hoses, must also be cleaned. See subparagraphs below for approved cleaning procedures.

Submit for approval the methods which will be used to clean oil delivery trucks and the qualification of the truck cleaning company, within 60 days of Notice of Award. Include a description of how the cleaning procedure results in zero residue and therefore minimizes risk of contamination of new oil. Include a description of what documentation will be offered to serve as certification that a delivery truck was cleaned.

NOTE: If delivery truck with onboard pump and hose is used to deliver oil to The Dalles Powerhouse, and the manifest/truck load documentation clearly shows that the load in the delivery truck immediately prior was also Mobil DTE 10 (of any viscosity), then cleaning procedures in this paragraph are NOT required.

1.4.3 Oil Delivery Truck Cleaning

a. Drain each compartment and discharge line.

b. Use one of the following as a cleaning fluid:

(i) clean unused diesel fuel with less than 0.1% biodiesel and less than 0.2% total additives

(ii) kerosene

(iii) gasoline

(iv) jet fuel

c. For tanks or single-compartment trucks, place 50 to 60 gallons of cleaning fluid into the compartment. For triple-compartment trucks, place 10-15 gallons of clean diesel fuel into each compartment.

d. Introduce cleaning fluid from the top of each compartment, such as by attaching a spinner ball or spray head to man-way on top of compartment. Attach the discharge hose to the discharge port of the compartment. Circulate the cleaning fluid through the discharge hose to the spinner ball or spray head. Repeat this for a minimum of 30 minutes. If there are multiple discharge ports, clean each discharge port (i.e., circulate the diesel fuel through each discharge port during the cleaning process).

e. After cleaning process is complete, discharge the cleaning fluid through the discharge hose to a proper container.

f. After cleaning, check the compartment for residual product, emulsion, dirt, strong odor, or foreign debris. If compartment does not look clean, repeat flushing procedure.

g. After cleaning, drain all discharge ports on the transport, including all manifold points of discharge and all internal valves opened, and check for residual product or cleaning fluid. Slight elevation of the transport front will facilitate drainage. Total residual cleaning fluid remaining in the entire transport or tank must not be more than 5 gallons.

h. Use a nitrogen or dry compressed-air blowdown.

1.4.4 Onboard Hose Cleaning

a. Drain and flush all hoses used to deliver product with cleaning fluid. Inspect, and repeat as needed until clean.

b. Drain cleaning fluid from hoses and blow dry with nitrogen or air.

1.4.5 Onboard Pump Cleaning

a. Clean pump to be visibly free of dirt, water, or other contamination.

b. Pump a minimum of 4 gallons of Mobil DTE 10 Heavy Medium.

1.4.6 Delivery Hose Requirements

Hoses must have a rated pressure of no less than 125 psi or 150 percent of the relief valve setting on the delivery pump system, whichever is greater. Delivery hose must be not less than 2 inches in nominal diameter. Hoses must be cleaned by a rag or pig to remove any loose visible contamination including dirt, sludge, varnish, lint, metal, or any other visually observable debris. Before connecting the hoses allow the Government to visually check to confirm that the cleaning has occurred.

1.4.7 Oil Sampling

Obtain all samples per ASTM D4057 or ASTM D4177.

1.4.8 Oil Vendor Qualifications

Submit qualifications certifying that the oil vendor:

(a) Is an Authorized Distributor of Mobil DTE 10 Heavy Medium, as indicated either on the distributor locator website or by a letter from ExxonMobil, OR

(b) Can prove through other documentation such as manifests, chain-of-custody documentation, and/or a letter from ExxonMobil, that the oil being provided is the exact name brand specified.

PART 2 PRODUCTS

2.1 Certification of Brand Name Product

Submit certification such as a letter with the manufacturer's certificate of analysis, Product Data Sheet (PDS), and Material Safety Data Sheet (MSDS) attachments that the product to be delivered per these specifications is the exact brand name specified, Mobil DTE 10 Heavy Medium, ISO 68. No "equivalent" products are acceptable for this requirement.

2.2 Properties

Provide turbine oil which is a blend of virgin petroleum-based stocks plus additives, free of zinc and chlorine, resulting in high-grade turbine oil having anti-rust and anti-oxidation properties suitable for use in hydraulic turbines, generator bearings, Kaplan turbine hubs and related applications. Chemical and physical characteristics of oil must meet or exceed the requirements listed in TABLE 1 with the exception that cleanliness and water content results are FIO (because purification of oil prior to delivery is not required). Determine oil characteristics by tests conducted in accordance with the tests methods as noted in the table.

2.2.1 Chemical and Physical Characteristics

The turbine oil must conform to the requirements established in TABLE 1 when tested according to the standards indicated.

TABLE 1: CHEMICAL AND PHYSICAL CHARACTERISTICS REQUIREMENTS AND TEST

METHODS FOR RUST AND OXIDATION (R&O) INHIBITED ISO 68 TURBINE OIL

Chemical and Physical Characteristics

Requirements ISO 68 Oil Test Method

Viscosity at 40 C, centistokes (cSt) 65 - 70 ASTM D445 or ASTM D7042

Viscosity Index, minimum 95 ASTM D2270

Flash Point, minimum, C (F) 204 (400) ASTM D92

Pour Point, maximum, C (F) -9 (16) ASTM D97

Acid Number (AN) mg KOH/g, maximum

0.20 ASTM D664 or ASTM D974

Oxidation Stability by Rotating Pressure Vessel Oxidation Test (RPVOT), minutes, minimum

500 ASTM D2272

Rust Preventive Characteristics, Procedures "A" and "B"

Pass ASTM D665

Water Content, parts per million (ppm), max

For Information Only ASTM D6304

Water Separability of Petroleum Oil

40-40-0 (30) ASTM D1401

Corrosion from Oil by Copper Strip Tarnish Test

Class 1 ASTM D130

Foaming characteristics after 5 minutes blowing period:

Sequence 1, foam volume in ml, maximum

ASTM D892 (Option "A" excluded) NOTE: These numbers are the foam "tendency" results.

Sequence 2, foam volume in ml, maximum

Sequence 3, foam volume in ml, maximum

Foaming characteristics after 10 minutes settling period:

Sequence 1, foam volume in ml, maximum

ASTM D892 (Option "A” excluded) NOTE: These numbers are the foam "stability" results.

Sequence 2, foam volume in ml, maximum

Sequence 3, foam volume in ml, maximum

Cleanliness, Reported per ISO 4406 as Iso Code Particle Count, for particles greater than 4, 6, and 14 m (c)

For Information Only ASTM D7647

(ISO 11171 Cal)

Air Release Properties, minutes, max.

30 ASTM D3427

2.2.2 Compatibility

In-service oil at The Dalles is Mobil DTE 10 Excel ISO VG 68. New oil is required to be Mobil DTE 10 Heavy Medium (ISO 68). No compatibility issues should occur, provided the new oil is the correct type, and the new oil is not contaminated prior to arrival at The Dalles Dam. New oil must be compatible with in-service oil per ASTM D7155. The Government will provide samples of in-service oil to the test facility to coincide with the Contractor’s test sample submission.

2.3 Degradation

The physical and chemical properties of the oil, with the exception of foam tendency, must not be degraded (changed from the specified values) by filtration through two-micron mechanical type filters, by centrifugal purification, two-micron coalescing filters, balanced charge agglomeration or by vacuum type purifier, all of which have been designed for turbine oil.

2.4 Homogeneity

Additive agents must remain uniformly distributed throughout the oil at all temperatures above the pour point and up to 120 degrees C (250 degrees F). When the oil is cooled below the pour point, it must regain homogeneity while standing at temperatures of 5 degrees C (10 degrees F) above the pour point, and retain clear and bright appearance.

PART 3 EXECUTION

3.1 Oil Testing and Sampling

Draw all required samples offsite and send to test facility as noted in Section 1.4. Obtain samples as specified in ASTM D4057 or ASTM D4177. The Contractor is required to pay for the testing. The Government will acquire test results from the lab. Where test facility results do not meet compatibility and property requirements as noted in this contract the oil will be rejected and no payment made.

3.1.1 Two Separate One-Gallon Samples of Oil From Each Onsite Tank or Truck

Provide the testing facility with two substantially identical one-gallon samples of the oil from each container in the truck at each delivery. Contractor may provide one-gallon samples of evenly mixed oil from all containers if desired. For example, if oil is delivered by a tanker truck with one extra tank, two one-gallon samples, each comprised of a half-gallon from the truck, and a half-gallon from the extra tank, may be submitted rather than four total one-gallon samples with two from each container. Provide sample for each delivery of oil; differentiate the samples using an identifier such as a delivery date on the sample container.

3.1.2 Data of Chemical and Physical Characteristics, Per Delivery

Using a sample or samples obtained offsite of The Dalles Dam, and an approved independent laboratory, furnish certified test data for the delivered Mobil DTE 10 Heavy Medium oil showing results for all the values specified in TABLE 1. The certified test data must be submitted for approval within three business days of testing completion unless otherwise approved. (Note: If Covid is impacting laboratory turnaround times, inform the COR.) This testing is required for each delivery of oil; differentiate the submittals using an identifier such as a delivery date. A new submittal is required for each delivery.

3.1.3 Compatibility Testing Results, Per Delivery

Using a sample of the new oil, and an approved independent laboratory, furnish certified test data showing compatibility results for each delivery of oil per ASTM D7155-18. Provide results for Tier 1, visual rating, using blends of in-service oil and new oil with the ratios 100/0, 90/10, 50/50, 10/90, and 0/100; include results for all five samples (the two "neat" oil samples and the three mixtures). Also provide results for Tier 2 Demulsibility per ASTM D1401 and Air Release per ASTM D3427, for all five samples. No further Tier 2 tests are required, no Tier 3 tests are required, and no Tier 4 tests are required. The certified test data must be submitted for approval within three business days of testing completion unless otherwise approved. (Note: If Covid is impacting laboratory turnaround times, inform the COR.)

Each compatibility test requires a sample of the powerhouse's in-service oil, which will be furnished by the Government, in a government furnished one-gallon sample container. Use one gallon of new oil from each delivery, which is a blend of oil from each container used in the delivery, e.g. if oil is delivered by a tanker truck with one extra tank, the gallon used for this testing should be half from the truck and half from the extra tank. The certified test data must be submitted for approval within three business days of oil testing completion unless otherwise approved. This testing is required for each delivery of oil; differentiate the submittals using an identifier such as a delivery date.

3.2 Filtration

Filtration is not required.

3.3 Delivery of New Oil

A maximum of 16,000 gallons or a minimum of 4,000 gallons of approved Mobil DTE 10 Heavy Medium (ISO 68) turbine oil is to be delivered. Coordinate with the Contracting Officer Representative for the delivery schedule. Spill prevention must be set up and observed by the Government prior to delivering any oil. After Government acceptance of the oil, deliver the oil from the trucks into Government-owned storage by pumping oil into the new turbine/lubrication oil connection as directed onsite by Project personnel. Truck brakes are required to be set and tires blocked during oil transfer. The oil transfer nozzle shall have an auto shut-off function.

3.3.1 Certification of Clean Oil Delivery Truck, Per Delivery

Prior to pumping oil into a powerhouse, submit certification that the truck used for that particular delivery was cleaned per the approved procedure, and that Mobil DTE 10 Heavy Medium has since been introduced into the truck. This may be submitted electronically at the time the truck is being filled with oil for this contract, or may be submitted physically at the time of delivery. Note that rejection of truck cleanliness constitutes rejection of oil delivery, unless otherwise approved in writing by the Contracting Officer.

3.3.2 Oil Spill Prevention Procedure

Submit an Oil Spill Prevention Procedure for the final delivery when oil will be pumped into the Government tank, no later than 30 days prior to delivery. Include in the procedure a description of the containment around the delivery truck, product data for oil spill prevention materials to be brought onsite, planned placement of oil socks/diapers, and taping plastic around any hose connections. The work must also include spill prevention for the truck, hoses, and filtration unit (if used). Spill prevention must be set up and observed by the Government prior to delivering any oil.

3.3.3 Oil Delivery Procedure

Coordinate with the Contracting Officer Representative regarding best location for oil delivery trucks onsite. Submit a detailed Oil Delivery Procedure for new oil deliveries. Set up oil delivery truck inside erected truck spill containment. Set up spill containment for the hoses prior to connecting and routing the hoses. All spill prevention equipment and provisions must be approved by the Contracting Officer Representative prior to delivering oil. Contractor may combine oil delivery procedure and oil spill procedure if desired.

3.4 Chain of Custody Report, Per Delivery

Upon delivery of oil, provide a chain of custody report that includes documentation such as the bill of lading. Reports must track the oil, referenced by its batch number, from its origin to final delivery signed and dated by a designated representative. (In the event of a failed compatibility test, this will be used to investigate when the oil was contaminated.) Submit chain of custody at each delivery; use dates to differentiate among submittals.

3.5 Inspection and Acceptance

The new oil must remain off-site of The Dalles Dam until the test results are received from the laboratory. Should the oil fail to meet requirements, or show results incompatible with being the specified name brand required, or be so contaminated at the delivery point that it fails compatibility testing with in-service oil, the Contractor is responsible for removing oil, disposing of the rejected oil, and replacing the oil, all at no additional cost to the Government, within 3 months of initial delivery. At the point of oil delivery the Government may obtain additional samples in a manner specified in ASTM D4057 into Government supplied containers, and may perform testing on the oil.

4.0 Attachment

Exhibit A – Schedule of Submittals

Submittal Frequency Spec Reference

Format Submit To

Oil Delivery Truck Cleaning Method

Within 60 days of notice of award

1.4.2 Electronic COR

Qualification of Truck Cleaning Company

Within 60 days of notice of award

1.4.2 Electronic COR

Oil Vendor Qualifications 30 days prior to delivery

1.4.8 Electronic COR

Certification of Brand Name Product

30 days prior to delivery

2.1 Electronic COR

Oil Samples Prior to delivery 3.1.1 Physical COR Certification of Clean Oil

Delivery Truck At delivery or prior 3.3.1 Electronic or physical document

COR

Oil Spill Prevention Procedure

30 days prior to delivery

3.3.2 Electronic COR

Oil Spill Prevention Procedure

30 days prior to delivery

3.3.3 Electronic COR

Oil Delivery Procedure Coordinate with

COR

3.3.4 COR

Chain of Custody Report, Per Delivery

At delivery or prior 3.4 Electronic or physical document

COR

Oil Samples During delivery 3.5 Physical COR