STATE OF NORTH CAROLINA 2940-1L DEPARTMENT OF ADMINISTRATION MAY 9 ...

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STATE OF NORTH CAROLINA 2940-1L DEPARTMENT OF ADMINISTRATION MAY 9, 2005 PURCHASE AND CONTRACT DIVISION SUPERSEDES 2940-1K
APRIL 30, 2002 SPECIFICATION FOR FILTERS, OIL, AUTOMOTIVE (THIS SPECIFICATION IS RELEASED FOR PROCUREMENT PURPOSES UNTIL REVISED OR RESCINDED.)
SCOPE
THIS SPECIFICATION COVERS THE REQUIREMENTS FOR LUBE OIL FILTERS AND ELEMENTS OF BOTH THE
BYPASS AND FULL FLOW DESIGNS FOR INSTALLATION ON INTERNAL COMBUSTION ENGINES TO REMOVE
CONTAMINANTS FROM THE LUBRICATING OIL.
I. CLASSIFICATION THE OIL FILTERS AND ELEMENTS COVERED BY THIS SPECIFICATION SHALL BE CLASSIFIED
ACCORDING TO SIZE AND FUNCTION AS FOLLOWS: TYPE I - OIL FILTERS (W/ELEMENTS) - SPIN-ON TYPE - BYPASS DESIGN
CLASS FILTER VOLUME 1 UP TO AND INCLUDING 65 CU.IN. (1065 CC) TYPE II - OIL FILTER ELEMENTS-BYPASS DESIGN
CLASS ELEMENT VOLUME 1 UP TO AND INCLUDING 75 CU.IN. (1229 CC)
2 GREATER THAN 75 CU.IN. (1229 CC) UP TO AND INCLUDING 120 CU.IN. (1966 CC)
3 GREATER THAN 120 CU.IN. (1966 CC) TYPE III - OIL FILTERS (W/ELEMENTS) - SPIN-ON TYPE - FULL-FLOW DESIGN
CLASS FILTER VOLUME 1 UP TO AND INCLUDING 55 CU.IN. (901 CC)
2 GREATER THAN 55 CU.IN.(901 CC)





060-30 1 TYPE IV - OIL FILTER ELEMENTS - FULL FLOW DESIGN
CLASS ELEMENT VOLUME 1 UP TO 50 CU.IN. (819 CC)
2 GREATER THAN 50 CU.IN. (819 CC) UP TO AND INCLUDING 140 CU.IN. (2294 CC)
3 GREATER THAN 140 CU.IN.(2294 CC) UP TO AND INCLUDING 300 CU.IN. (4916 CC)
4 GREATER THAN 300 CU.IN. (4916 CC) UP TO AND INCLUDING 800 CU.IN. (13110 CC) II. APPLICABLE STANDARDS THE FOLLOWING DOCUMENTS OF ISSUE IN EFFECT ON THE DATE OF THE REQUEST FOR BIDS
SHALL FORM A PART OF THIS SPECIFICATION TO THE EXTENT DESCRIBED HEREIN. SAE-HS J806 (1995 OR LATEST REVISION) - LUBE OIL FILTER PERFORMANCE TEST ------------------------------------------------------ SOCIETY OF AUTOMOTIVE ENGINEERS, INC. (SAE)
400 COMMONWEALTH DRIVE
WARRENDALE, PA 15096 III. REQUIREMENTS A. MATERIALS 1. MATERIALS ARE TO BE UNIFORM IN QUALITY AND FREE FROM IMPERFECTIONS OR
DEFECTS WHICH WOULD AFFECT THE PERFORMANCE OF THE OIL FILTERS AND
ELEMENTS. 2. THE FILTER ELEMENT SHALL NOT CONTAIN ABRASIVES OF ANY TYPE AND SHALL BE
SO SECURED THAT IT CANNOT BE DISCHARGED INTO THE LUBRICATING SYSTEM OF
THE ENGINE. 3. NEITHER THE FILTERS NOR THE ELEMENTS SHALL CONTAIN ANY MATERIALS THAT
DISINTEGRATE OR DISSOLVE IN ENGINE OIL LUBRICATING SYSTEMS, MIXTURES,
NOR BE DETRIMENTAL TO ENGINE WEAR OR OPERATION. 4. THE FILTER ELEMENT SHALL BE COMPATIBLE WITH ENGINE LUBRICATING OIL
ADDITIVES. 5. COATINGS, SUCH AS PAINT ON HOUSINGS OR SHELL, SHALL ADHERE
SATISFACTORILY AND SHALL NOT BE BRITTLE, CHIP OR FLAKE OFF WHEN IN
TRANSIT OR WHEN HANDLED IN INSTALLATION.
2 B. PERFORMANCE
FILTER TYPE
TEST I II III IV ------------------- ------- ------- ------- ------- CAPACITY (GRAMS) AS SPECIFIED IN THE INVITATION FOR BIDS SINGLE PASS EFF. (%) (MIN) 90 90 70 70 WEIGHT. AVE. EFF. (%) (MIN) 75 75 80 75 MEDIA MIGRATION (MG) (MAX) 5 5 5 5 HYD. PRESS. RESIST. (PSI) (MIN) 200 N/A 200 N/A COLLAPSE PRESS. (PSI) (MIN) N/A N/A 75 75 ANTI-DRAIN BACK (ML/HR) (MAX) 36 N/A 36 N/A IMPULSE (CYCLES) (MIN) N/A N/A 25,000 N/A C. ANTI-DRAINBACK DEVICE WHEN TYPE I AND TYPE III FILTERS (SPIN-ON TYPE) INCORPORATE AN ANTI-DRAINBACK
VALVE TO PREVENT OIL LEAKAGE BACK THROUGH INLET PORTS OR HOLES, THEY SHALL
BE TESTED IN ACCORDANCE WITH SAE-HS J806, AND THE LEAKAGE SHALL NOT EXCEED
36 ML/HR. D. WORKMANSHIP
MATERIALS ARE TO BE UNIFORM IN QUALITY AND FREE FROM IMPERFECTIONS OR
DEFECTS WHICH WOULD AFFECT THE PERFORMANCE OF THE OIL FILTERS AND
ELEMENTS. THE FILTER ELEMENT SHALL NOT CONTAIN ABRASIVES OF ANY TYPE AND
SHALL BE SO SECURED THAT IT CANNOT BE DISCHARGED INTO THE LUBRICATING
SYSTEM OF THE ENGINE. NEITHER THE FILTERS NOR THE ELEMENTS SHALL CONTAIN
ANY MATERIALS THAT DISINTEGRATE OR DISSOLVE IN ENGINE OIL LUBRICATING
SYSTEMS, MIXTURES, NOR BE DETRIMENTAL TO ENGINE WEAR OR OPERATION. THE
FILTER ELEMENT SHALL BE COMPATIBLE WITH ENGINE LUBRICATING OIL ADDITIVES. COATINGS, SUCH AS PAINT ON HOUSINGS OR SHELL, SHALL ADHERE SATISFACTORILY
AND SHALL NOT BE BRITTLE, CHIP OR FLAKE OFF WHEN IN TRANSIT OR WHEN HANDLED
IN INSTALLATION. THE INSIDE SURFACES AND PASSAGES OF ALL FILTERS AND ELEMENTS
SHALL BE FREE FROM FOREIGN MATTER SUCH AS DIRT, SCALE, SAND, METAL CHIPS, ETC. GASKETING SHALL BE ADEQUATE TO INSURE PROPER SEALING OF THE FILTER AND
ELEMENTS IN APPLICATION. IV. WARRANTY THE CONTRACTOR WARRANTS TO THE OWNER THAT ALL FILTERS AND FILTER ELEMENTS
FURNISHED UNDER THIS SPECIFICATION WILL BE NEW, OF GOOD MATERIAL AND
WORKMANSHIP, AND AGREES TO REPLACE PROMPTLY ANY FILTER OR FILTER ELEMENT WHICH
BY REASON OF DEFECTIVE MATERIAL OR WORKMANSHIP SHALL FAIL WHEN INSTALLED
PROPERLY AND CHANGED IN ACCORDANCE WITH THE ENGINE OR EQUIPMENT
MANUFACTURER'S SERVICE INSTRUCTIONS. 3 IN ADDITION, THE CONTRACTOR WILL REPAIR ANY ENGINE OR EQUIPMENT DAMAGE RESULTING
FROM THE MALFUNCTION OF THE FILTER OR FILTER ELEMENT, IF IT IS INSTALLED AND
CHANGED IN ACCORDANCE WITH THE ENGINE OR EQUIPMENT MANUFACTURER'S SERVICE
INSTRUCTION. V. SERVICE, PARTS, AND MANUALS THIS SPECIFICATION DOES NOT REQUIRE ANY SERVICE, PARTS, OR MANUALS TO BE SUPPLIED. VI. ACCEPTANCE EVALUATION AND QUALITY CONTROL A. TEST CONDITIONS AND PROCEDURES ALL TESTS ARE TO BE IN ACCORDANCE WITH THE PROCEDURES DESCRIBED IN SAE-HS
J806 TEST PARAMETERS. FOR THE SINGLE PASS EFFICIENCY TEST, NARROW PARTICLE
RANGE CONTAMINANT (10 MICROMETER DIAMETER) GLASS BEADS ARE TO BE USED.
B. TEST RESULTS IF REQUIRED IN THE INVITATION FOR BIDS, TEST RESULTS FOR EACH FILTER LISTED IN
THE INVITATION FOR BIDS SHALL BE SUBMITTED WITH THE BID. THE REPORTED DATA SHALL INCLUDE THE FOLLOWING: 1. THE MANUFACTURER'S FILTER OR ELEMENT NUMBERS 2. TYPE AND CLASS ACCORDING TO THIS SPECIFICATION 3. FILTER VOLUME OR ELEMENT VOLUME, AS APPROPRIATE FOR THE TYPE 4. WEIGHTED AVERAGE EFFICIENCY 5. RETAINED CAPACITY IN GRAMS 6. RESULTS OF MEDIA MIGRATION TESTS 7. RESULTS OF MECHANICAL AND HYDRAULIC STRENGTH TESTS 8. RESULTS OF THE ANTI-DRAINBACK VALVE TEST 9. SINGLE PASS EFFICIENCY. 10. IMPULSE (CYCLES) C. RESPONSIBILITY FOR INSPECTION THE SUPPLIER IS RESPONSIBLE FOR THE PERFORMANCE OF ALL TESTS AND INSPECTION
REQUIREMENT AS SPECIFIED HEREIN. THE SUPPLIER MAY UTILIZE HIS OWN FACILITIES
OR ANY COMMERCIAL LABORATORY ACCEPTABLE TO THE STATE. THE STATE RESERVES
THE RIGHT TO PERFORM ANY OF THE SPECIFICATIONS AND TESTS DEEMED NECESSARY
TO ASSURE THAT SUPPLIES AND SERVICES CONFORM TO PRESCRIBED REQUIREMENTS. D. FAILURE FAILURE OF A TEST SAMPLE TO PASS ANY SPECIFIED EXAMINATION OR TEST MAY BE
CAUSE FOR THE STATE TO REFUSE TO ACCEPT SUBSEQUENT LOTS UNTIL IT HAS BEEN
PROVED TO THE SATISFACTION OF THE STATE THAT THE FAULTS REVEALED BY THE
TESTS HAVE BEEN CORRECTED. VII. DELIVERY AND PAYMENT DELIVERY OF AND PAYMENT FOR FILTERS AND FILTER ELEMENTS PURCHASED UNDER THIS
SPECIFICATION SHALL BE IN ACCORDANCE WITH THE TERMS AND CONDITIONS OF THE
INVITATION FOR BIDS. THE CONTRACTOR SHALL BE RESPONSIBLE FOR ANY PACKING, 4 5 PACKAGING, OR PROTECTION REQUIRED TO INSURE SAFE DELIVERY IN AN UNDAMAGED
CONDITION. PACKAGING SHALL BE AS REQUIRED IN THE INVITATION FOR BIDS. VIII. ORDERING DATA PURCHASERS SHOULD EXERCISE ANY DESIRED OPTION OFFERED HEREIN AND SHOULD
SPECIFY THE FOLLOWING IN THE REQUISITION AND REQUEST FOR BIDS: 1. TITLE, NUMBER AND DATE OF THIS SPECIFICATION 2. TYPES AND CLASSES OF FILTERS AND FILTER ELEMENTS DESIRED
3. FILTER CAPACITY IN GRAMS.
4. IF TEST RESULTS FOR EACH FILTER OFFERED ARE TO BE SUBMITTED WITH THE BID.
5. PACKAGING REQUIRED (NUMBER OF FILTERS IN PACKAGE, PACKAGE MATERIAL, AND HOW GASKETS ARE TO BE PACKAGED).

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