Statement of Requirements.docx

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Medium Test Dust in Hydraulic Fluid Federal contract opportunity
Solicitation number
1333ND23QNB640611
Issued by
Department of Commerce National Institute of Standards and Technology

About this file

This statement of requirements document outlines specifications for the production of a new batch of Standard Reference Material 2806x composed of medium test dust suspended in filtered hydraulic fluid. The contractor shall produce a minimum of 1600 bottles of the material according to detailed production method and testing requirements. Key aspects of the requirements include producing two suspensions each containing a minimum of 200L of medium test dust suspended in Exxon Mobil hydraulic fluid and filtered to meet maximum contaminant levels. A minimum of 1300 bottles must pass acceptance testing including homogeneity, stability, and particle concentration specifications. Delivery of at least 1300 accepted bottles is required to the National Institute of Standards and Technology within 210 calendar days of award. The solicitation number for this opportunity is 1333ND23QNB640611.

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Statement of Requirements New Batch Standard Reference Material (SRM) 2806x I. Specifications Standards Reference Material SRM 2806x is composed of medium test dust suspended in filtered hydraulic fluid. The Contractor shall produce a minimum of 1600 bottles of this material as directed by the specifications itemized below. Of these 1600 bottles, at least 1300 shall be available after it has been determined that the material meets specification for distribution as SRM 2806. The Contractor shall ensure that all cumulative particle concentration measurements are made using an automatic particle counter calibrated using ISO 11171:2022 and using SRM 2806d or latest issue as the calibrant.

II. Production Method The Contractor shall prepare samples according to Annex F of ISO 11171:2022 with the following supplemental specifications:

Items the contractor needs for production:

· 400 L or more of Exxon Mobil MIL-PRF-5606 hydraulic fluid (provided by contractor)

· Bottle of RM 8631b (provided by NIST)

· Approximately 2000, 250 mL bottles with sealable caps (provided by contractor)

· Stadis 450 (provided by contractor)

· ISO 11171:2022 (provided by the contractor, available from ISO)

· SRM 2806d for calibration (provided by NIST)

· DATAPLOT software used to analyse APC to show homogeneity of the batch material and CoV (provided by NIST) 2.1 The Contractor shall produce two suspensions of medium test dust in hydraulic fluid. Each suspension must contain at least 200 L (clause F.2) from which 800 bottles will be prepared.

2.2 The Contractor shall use 200 L of Exxon Mobil MIL-PRF-5606 hydraulic fluid to which sufficient Stadis 450 anti-static additive shall be added to ensure that the conductivity of the resulting oil is (1750 ± 250) pS/m.

2.3 The contractor shall ensure that the bottles to be filled are pre-cleaned to a level better than the maximum allowable contaminant levels shown in Table 1 for particles larger than 4, 6, 14, 21 and 30 µm (c) respectively. The Contractor shall clean and verify the sample bottles in accordance with ISO 3722 according to the sampling scheme defined by NIST.

Particle size (µm(c))
Particles/mL larger than indicated size
4
40
6
20
14
1.3
21
0.32
30
0.05

Table 1. Maximum allowable contaminant levels for clean fluid and bottles 2.4 The Contractor shall ensure that the hydraulic oil with Stadis 450 and any other additives has been filtered such that it contains less than the allowable contaminant levels shown in Table 1 for particles sizes larger than 4, 6, 14, 21 and 30 µm (c) respectively.

2.5 The Contractor shall deliver twelve bottles (12) per suspension of cleaned, particle free hydraulic oil. These bottles should be distributed among the sampling ports which will be used to produce the production bottles. NIST will use these bottles to ensure the cleaned hydraulic fluid meets the specifications in Table 1.

2.6 The Contractor shall provide twelve (12) per batch of clean empty capped bottles with closures from the set of clean bottles used to collect the suspension.

2.7 The Contractor shall add particulate material RM 8631b (“medium test dust”) to the filtered hydraulic fluid such that the resulting cumulative concentration of the 200 L of medium test dust in hydraulic oil is equal to or slightly exceeds the values in Table 2 with coefficient variations, , as specified in Table 3. Contracting officers’ representative (COR) will provide the Contractor with adequate quantities of 8631b within 30 calendar days of the contract award.

Particle size [µm (c)] Lower acceptable concentration** (particles/mL larger than indicated size)

4
10 000
6
4 200
10
1 100
14
390
21
77
30
14

Table 2. Lower particle acceptable concentrations pertaining to mean values 2.8 The Contractor shall produce 800 bottles per suspension. Each bottle shall have a capacity of 250 mL. bottle caps and seals made of materials compatible with the fluid contents. The seal shall be attached to the cap and washed with filtered isopropyl alcohol. The seal and cap must be completely dry, void of liquid before capping.

2.9 The Contractor shall fill 800 bottles per batch with 200 mL to 210 mL of medium test dust suspended in hydraulic fluid. Bottling shall be performed in an environment with a relative humidity of less than 60%.

2.10 The Contractor shall affix a label to the cap on each bottle according to the scheme X-Y-Z, where X refers to the batch number assigned by the COR , Y refers to the order in which the bottle was filled (e.g., Y=1 for the first bottle, Y=2 for the second, etc.), and Z refers to a letter designating the sampling port used to fill the bottle. The label shall not include any company references, logos, or names. The Contractor shall provide otherwise unlabelled bottles.

2.11 The Contractor shall monitor the stability of the particle counts in fluid using an on-line particle counter on the primary recirculation line. A loan of an online counter may be possible if contractor lacks such capability.

2.12 The Contractor shall randomly select one bottle from each sequence of 10 bottles which the Contractor shall sample analyze as per ISO 11171:2022 clauses F.3 through F.5 to demonstrate bottle-to-bottle homogeneity and concentration (only 80 out of 800 bottles will be sampled). The Contractor shall measure the cumulative particle size distributions in each randomly selected bottled using undiluted samples using a light extinction counter following ISO 11171:2022 using SRM 2806d or latest issue as the calibrant. The particle size count results shall be expressed in µm (c).

Particle Size [µm(c)]
(fraction)*
4
0.008
6
0.011
10
0.016
14
0.023
21
0.036
30
0.058

Table 3. – values of not-to-exceed for particle diameter determined by comparison to SRM 2806d. Counting shall be performed on an extinction counter on undiluted material.

2.13 The Contractor shall demonstrate that the results for each bottle meet the data quality criteria specified in clause ISO 11171:2022 section 6.6 and the individual batches and batches taken together shall meet the criteria in Tables 2 and 3. The Contractor shall document the particle count results in the format shown in ISO 11171:2022 Table F.1. The Contractor shall evaluate the particle size count results using the DATAPLOT software provided by COR to verify sizing, homogeneity, and stability. The Contractor shall provide the particle count data to COR for verification.

2.14 The COR will review the Contractor’s particle count data. Once the COR acknowledges verification of the Contractor’s data, and upon request by COR, the Contractor shall send 32 bottles from each suspension to the COR for further acceptance testing. The final product is not to be delivered until COR has confirmed that these 32 bottles per batch pass the following NIST-performed acceptance testing.

2.15 Upon request from the COR and as a result of acceptable particle concentrations, the Contractor shall provide NIST with 6 bottles per batch suspension on which NIST will perform accelerated aging tests. The material shall exhibit a stable size distribution for a duration of three months at normal storage temperatures and conditions (ca. 22°C), and after three months of accelerated aging during which samples are stored at a temperature of 75°C and 4°C (all tests will run simultaneously) according to tests run at NIST on a sub-sampling of the batch. Both the normal storage material and the accelerated-aging batch material must pass the same size distributions tests using an automatic particle counter and also must not show evidence of contamination or aging-related deterioration by scanning electron microscopy.

2.16 NIST will select and test eight bottles from the 32 for homogeneity testing using a light extinction automatic particle counter calibrated according to ISO 11171:2022 using SRM 2806d or most recent issued SRM as calibrant. Contained in the 32-bottle shipment, the Contractor shall select eight bottles from the total batch which consist of two adjacent bottles taken from each quartile of the production labelled assignment. NIST will compare this data to a set of eight bottles analyzed by the manufacturer. Both NIST and the Contractor’s results must show less than or equal to the values found in Table 3. Furthermore, the particle size count data must not show systematic variation over the manufacturing time period according to the DATAPLOT tests. The acceptance boundaries are built into the software. Finally, the particle size counts for the Contractor and NIST must equal or exceed the criteria in Table 2 and NIST and the Contractor’s particle concentrations must agree to within +/- 60 % over the diameter range.

2.17 The Contractor shall retain 9 bottles per suspension (batch) for reference purposes as archival samples of the produced material.

2.18 In addition, to the per-suspension tests (800 bottles), the measured particle concentrations between the two suspensions must agree such that the of combined material set (batch 1 + batch 2) is less than or equal to the values found in Table 3. No additional production work is required; the 80 cumulative particle concentrations are just combined with the 80 values from the second batch to form a global total set of 160 concentrations from which to perform the calculation.

2.19 If a suspension fails any of the NIST- or Contractor-performed acceptance tests, the bottles created from the suspension will be rejected.

2.20 If only one suspension meets the acceptance criteria, the COR reserves the right to accept only this set of bottles for which the Contractor will be paid one-half of the price for two suspensions.

2.21 Once the COR has confirmed acceptance, the Contractor shall deliver at least 650 bottles from each suspension or 1300 bottles total.

2.22 In addition, the Contractor shall provide physical/chemical specifications for the batch material, including Material Safety Data Sheet, the electrical conductivity, viscosity, density, additive concentration, oil and additive specifics (source, manufacturer, grade, batch number, etc., possibly oil analysis results such as spectroscopy and/or chromatography), and concentrations of the following elements: Ag, Al, B, Ba, Ca, Cd, Cr, Cu, Fe, K, Mg, Mn, Mo, Na, Ni, P, Pb, Sb, Si, Sn, Sr, Ti, Vd, and Zn. Additional physical and chemical data on the material to be provided as requested by the COR.

III. ACCEPTANCE

Summary of acceptance criteria taken from 2.12, 2.13, 2.14, 2.15, 2.16 and 2.18. The following are the major criteria for a candidate material to be accepted by the COR:

· Sampling is correctly done as in 2.12

· Results are acceptable as per 2.13 following ISO 11171:2022 and Tables 1, 2, and 3.

· Accelerated aging produces no change in material in 90 days (2.15)

· COR results on 32 bottles are consistent with contractor data results (2.16)

· There can be no systematic variation or trend in the data over the time period of material production, i.e., the time series will have zero slope (2.16)

· Global values for both batches of suspension conform to Tables 2 and 3.

IV. DELIVERY

Delivery of material shall be within calendar 210 days to the NIST Campus Gaithersburg, MD Shipping and Receiving between the hours of 7:30AM to 3:30PM Monday through Friday except for Federal Holidays.

V. DELIVERABLES

Step
Action / Description
Deliverable
Due date
1
RM 8631b supplied to Contractor

Within 30 days of award

2
Test data against NIST provided statistical software, provide all raw particle counts and statistical test results

Deliver six bottles per batch for accelerated aging tests.

Deliver all raw cumulative particle concentration data and statistical test results.

If results are acceptable to COR, deliver six bottles per batch for accelerated aging tests contingent on particle concentration data analysis. Otherwise, continue work on 2.

Within 90 days of award to the COR via email

3
COR reviews data and may have questions.

COR has initiated the accelerated aging tests.

If data is within specifications, COR will request shipment of select bottles from the batch (32 bottle shipment per batch). If data does not meet specification, return to step 2.

Additional data that may be requested and answers to COR questions.

Within 105 days of award to the COR

4
Company ships only requested bottles from the production batch.

Requested shipment of 32 bottles per batch. The 32 bottles should contain multiple pairs of adjacent bottles taken from each quartile of the production cycle.

Do not ship or deliver all of the bottles.

32 bottles per batch Within 120 days of award to the COR

5
COR completes analysis on selected bottles. Compares results with company data.

Within 150 days of award

6
COR reviews material stability test results and confirms material has not altered. COR reviews data on select bottles requested from contractor.

195 days from date of the award

7
Upon request by COR, contractor emails final report including all data requested in the specification
Final Report
Within 200 days of award to the COR via email
8
After COR review of report and only upon NIST request, company ships the remaining bottles of hydraulic fluid and other items requested in specification

Within 200 days of award to the COR

9
COR receives shipment, checks for damaged bottles, and analyzes select bottles
At least 1300 bottles of suspension upon request
Within 205 days of award
10
Contract completed

Within 210 days of award

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