Company standard H 0685-3 Issue February 2007 DEUTZ lubricating oil Quality Classes High-speed diesel engines, release conditions Contents 1 Scope 2 Lubricating oil Quality Classes 2.1 Lubricating oil Quality Classes DQC I-02 and DQC II-05 2.2 Lubricating oil Quality Classes DQC III-05 and DQC IV-05 3 Release 3.1 General release process 3.2 Release of original oils and package releases 3.3 Release of oils with reference to package releases 3.4 Release of reblended oils 3.5 Release of rebranded oils 3.6 Release information 3.7 Release costs Appendix A DQC I-02 and DQC II-05 - release request Appendix B DQC III-05 and DQC IV-05 - requirements Appendix C DQC III-05 and DQC IV-05 - release request Appendix D DQC III-05 and DQC IV-05 - release request - for rebranded oilsl Appendix E Applicable standards 1 Scope This company standard sets out the conditions for the lubricating oil suppliers for engine oils which must be applied for high-speed DEUTZ diesel engines. It includes specifications regarding DEUTZ lubricating oil Quality Classes (DQC) as well as the requirements and release procedures. DEUTZ is the sole owner of the trademark DQC which is protected with the German Department for Patents and Brand Names under file number 304 59 318. Releases under this company standard are limited to the non-exclusive right to use the name for marking these lubricating oils as per this company standard within the scope of marketing of released lubricating oils. DEUTZ retains all rights and claims regarding the DQC trade mark. DEUTZ alone has the right to dispose of the mark and DEUTZ has the right to decide on the future of the DQC mark. The pilot sample testing and release is carried out on DEUTZ AG's premises by the "Exhaust and Lubricants" department. Continuation on page 2 to 5 Appendices pages 6 to 18 8906-85-03 Page 2, H 0685-3 8906-85-03 2 Lubricating oil Quality Classes Which lubricating oil qualities complying with DQC are required, also depending on the engine output and operating conditions, is set out in Technical Circular 0199-99-3002 and in the operating instructions of the various engine series. Below is a brief description of the oil Quality Classes according to DQC and the engines they are suitable for. • DQC I-02 Lowest oil quality, sometimes reduced oil change intervals • DQC II-05 Standard quality, usually used in engines with open crankcase ventilation • DQC III-05 High-performance diesel engine oil, used in engines with closed crankcase ventilation and for high-performance engines • DQC IV-05 Ultra high-performance diesel engine oil for engines with highest level of output with closed crankcase ventilation Engine oils that are released under the higher DQC classifications may also be used in the next lower DQC classes. The engine oil properties must not change during normal storage periods and must be miscible in any ratio with other engine oils released by DEUTZ. No precipitation, layering or opacity may occur in these mixtures. The engine oils must be free of any solid particles and water. Engine oils permitted under this standard must not contain any ingredients which are classified as prohibited or undesirable under VDA Guideline 232-101. The designation and quantity of ingredients which have to be declared under VDA Guideline 232-101 must be shown. 2.1 Lubricating oil Quality Classes DQC I-02 and DQC II-05 Lubricating oils in the lubricating oil Quality Class DQC I-02 and DQC II-05 may be released by DEUTZ if the requirements for the following classifications are complied with: DEUTZ lubricating oil Quality Class DQC I-02 ACEA E2-96 or API CF or API CF-4 DEUTZ lubricating oil Quality Class DQC II-05 ACEA E3-96 or ACEA E4-99 or ACEA E5-02 or ACEA E6-04 or ACEA E7-04 or API CG-4 or API CH-4 or API CI-4 or API CJ-4 or DHD-1 Lubricating oil of Quality Classes DQC I-02 and DQC II-05 which comply with these ACEA or API classifications may be used in DEUTZ engines without having a specific DEUTZ release. Lubricating oils which have been tested in a DEUTZ release test and have been released by DEUTZ in writing may be listed in the datasheets or other publications by the lubricating oil manufacturers as complying with lubricating oil Quality Class DQC I-02 or DQC II-05. Such claims shall not be used for oils which have not been released. Their viscosity classes may be one of the following SAE classes: 0W-30, 5W-30, 10W-30, 15W-30 0W-40, 5W-40, 10W-40, 15W-40 20W-50 (Choice of viscosity class depending on the ambient temperatures) Single-grade oils are also permissible for DQC I-02 and DQC II-05 in terms of TR 0199-99-3002 specifications. H 0685-3 8906-85-03, Page 3 2.2 Lubricating oil Quality Classes DQC III-05 and DQC IV-05 Lubricating oil complying with DEUTZ Quality Class DQC III-05 and DQC IV-05 may be released by DEUTZ it the appropriate release requirements have been fulfilled. The requirements for DQC III-05 and DQC IV-05 oils are listed in Appendix B. The limit values shown in the tables are for DQC III-05 according to ACEA E7-04 and for DQC IV-05 according to ACEA E7-04 and ACEA E4-99 but in part with higher requirements. These requirements have been defined in terms of low turbocharger pollution when using closed ventilation, as well as for improved oxidation stability under high thermial lubricating oil load. Their viscosity classes may be one of the following SAE classes: 0W-30, 5W-30 0W-40, 5W-40, 10W-40 (Choice of viscosity class depending on the ambient temperatures) For DQC III-05 the SAE classes 10W-30, 15W-30 and 15W-40 will also be accepted additionally if values drop below the specified limits with sufficient safety. This will not usually be the case with the oils in these SAE classes presently on the market but could be possible with regard to newly developed oils in principle. Lubricating oil manufacturers may list released lubricating oils in datasheets or other publications as complying with lubricating oil Quality Classes DQC III-05 or DQC IV-05. Such claims shall not be used for oils which have not been released. 3 Release 3.1 General release process Necessary actions for the applicant: • Completing the form with manufacturer's details as set out in Appendix A for DQC I-02 or DQC II-05, or as set out in Appendix C for DQC III-05 or DQC IV-05 -If a different method of measurement from that given in the template is used for a certain measured value, this must be entered in the relevant field and marked in red. -Test bench results of CEC and ASTM test methods are only recognised if they have accreditation by DIN EN ISO/IEC 17025 or the ASTM Test Monitoring Center and regular successful participation in round-robin tests can be proven. Only independent test bench laboratories (e.g. APL and ISP) and test bench laboratories of the additive producers are permissible. -Results of laboratory tests are recognized if the testing laboratory has DIN EN ISO/IEC 17025 accreditation and has participated successfully in interlaboratory tests. -Only test results from the following test laboratories are accepted for the deposit test according to DIN 51535: APL Automobil-Prüftechnik Landau GmbH Am Hölzel 11 D-76829 Landau I.S.P. GmbH Neuenkirchener Strasse 7 D-48499 Salzbergen • Copies of the original test reports must be submitted (engine and laboratory tests). • Submission of the lubricating oil datasheet in English and, if available, in German *). • Submission of the safety datasheet in English and, if available, in German *). • Infra red spectrum of the lubricating oil (only for DQC III-05 or DQC IV-05) • Submission of a sample of the lubricating oil (DQC I-02 or DQC II-05: 2 x 0.5 l, DQC III-05 or DQC IV-05: 2 x 1 l), supplied in HDPE bottles. *) Does not apply for package releases. Page 4, 8906-85-03 H 0685-3 With his signature the applicant confirms that all the results and data given in the application are correct, that the conditions described in this Company Standard are accepted and the applicant undertakes to observe the conditions. If the applicant is guilty of specifying incorrect results and data and DEUTZ grants a release according to this Company Standard and engine damage is incurred as a result of the oil quality, the applicant is obliged to compensate DEUTZ’s losses in case of such damage and to release them from third party claims. If the applicant is guilty of violating the conditions of this Company Standard and DEUTZ incurs damage as a result, the applicant is obliged to compensate DEUTZ for such damages and to release them from claims by third parties. The applicant will normally only market one product worldwide under one brand name, which has been tested and released by DEUTZ. The oil code will indicate clearly the identity of the engine oil here. In exceptional cases, the applicant may market different formulations in different countries under the same product designation with different oil codes, provided DEUTZ has tested and released each formulation. In this case the applicant undertakes to sell only one product with this formulation in each country. The applicant undertakes not to make any recommendations concerning use in DEUTZ engines (e.g. with regard to oil change intervals, viscosity classes etc.) if these do not comply with the recommendations made by DEUTZ. The application papers and the oil sample must be sent to the following address: DEUTZ AG Dept. "Abgas und Betriebsstoffe" Ottostr. 1 D-51149 Köln Germany The forms with the manufacturer's details, the safety datasheets and the IR spectrum must also be sent by e-mail to lubricants.de@deutz.com DEUTZ AG will use all the data provided by the applicant exclusively for their own purposes and for assessment of the release application. A release is normally valid for 3 years from the written validation by DEUTZ and becomes invalid automatically at the end of this period. The right to use the DQC mark always expires when the validity expires. The applicant is advised to submit a renewal application in good time. The applicant undertakes to inform DEUTZ in writing of any change of the composition of the oil at least 3 months in advance. If any engine damage is caused by a change in the quality of the lubricating oil and the applicant has not advised DEUTZ in advance in writing of such a change by the above-mentioned deadline, the applicant undertakes to compensate DEUTZ for any damage and to release the company from any claims by third parties. DEUTZ reserves the right to withdraw a release at any time if there are important reasons. Important reasons in this sense are especially (but not only): - Any change in the quality of the lubricating oil or its composition (base oil or additives) for the engine oil to which the release applies - Insolvency or imminent insolvency of the lubricating oil supplier - Improper use of the DEUTZ DQC trade mark Should the composition of an oil be changed, the release process will be the same as for the first release of the changed oil. 3.2 Release of original oils and package releases Package releases in the sense of this Company Standard refer to additive packages of additive manufacturers which are used for different viscosity classes and different oil manufacturing, whereby the additives for this are often modified slightly. Modifications both to the basic oils and the additives are only permissible insofar as they are described according to Base Oil Interchange (BOI), Viscosity Grade Read Across (VGRA) and Minor Modification Rules in the ATIEL/ATC Code of Practice as well as in API 1509 and in the ACC Code of Practice. The described modifications apply both with regard to the transferability of the package release to oils for which the oil manufacturer refers to the H 0685-3 8906-85-03, Page 5 package release of the additive manufacturer and with regard to the validity of engine test results in slightly varied oil compositions. The complete application (appendix C) must be filled in for releases of original oils and package releases. 3.3 Release of oils with reference to package releases The manufacturer of a lubricating oil who uses an additive package which already has a package release from DEUTZ must fill in the first 3 pages of the application (appendix C). He must also prove that the modifications in the formulation of the oil to be released observe the permissible modifications described in chapter 3.2 in comparison with the oil described in the package release. 3.4 Release of reblended oils A reblended oil in the sense of this Company Standard refers to an oil already released by DEUTZ which has been made by another manufacturer according to the same recipe (base oil and additives). For the release of a reblended oil in accordance with DQC III-05 or DQC IV-05, the first 3 pages of the application (appendix C) must be submitted. 3.5 Release of rebranded oils For the purposes of this Company Standard, a rebranded oil is one which DEUTZ has released which is to be resold by the original manufacturer and released under a different brand name. For the release of a rebranded oil under DQC III-05 or DQC IV-05 an application as in Appendix D must be submitted as well as a confirmation from the original manufacturer of the lubricating oil confirming that the oil for which the release is applied for is a rebrand of an oil which has already been released by DEUTZ AG. 3.6 Release information The release for lubricating oils according to DEUTZ DQC is in the form of a written release declaration given to the lubricating oil manufacturer. The lubricating oil brand name in data sheets, publications and oil containers must exactly match the name of the lubricating oil and the DEUTZ lubricating oil quality class in the release declaration. A list of the currently released lubricating oils has been published on the Internet under www.deutz.com in the section ”Service >> Oil, Lubricants,Diagnosis”. 3.7 Release costs A fee will be charged for testing and awarding the release as well as for the right to use the DEUTZ DQC mark. A written release will only be awarded by DEUTZ AG when the appropriate fee has been paid. The charges can be requested from DEUTZ when making an application. Descriptors: engine oil, DQC, mineral oil Passing on and reproduction of this document and use and disclosure of its contents are prohibited unless expressly permitted. Non-compliance will lead to compensation. All rights reserved for the event of a patent award or utility model registration. Revision DEUTZ AG - Standards Earlier editions: Page 6, 8906-85-03 Appendix A DQC I-02 and DQC II-05 - release request H 0685-3 H 0685-3 Appendix A 8906-85-03, Page 7 DQC I-02 and DQC II-05 - release request, continuation Page 8, 8906-85-03 Appendix B DQC III-05 and DQC IV-05 - requirements H 0685-3 H 0685-3 Appendix B DQC III-05 and DQC IV-05 - requirements, continuation 8906-85-03, Page 9 Page 10, 8906-85-03 Appendix B DQC III-05 and DQC IV-05 - requirements, continuation H 0685-3 H 0685-3 Appendix C DQC III-05 and DQC IV-05 - release request 8906-85-03, Page 11 Page 12, 8906-85-03 Appendix C DQC III-05 and DQC IV-05 - release request, continuation H 0685-3 H 0685-3 8906-85-03, Page 13 Appendix C DQC III-05 and DQC IV-05 - release request, continuation Page 14, 8906-85-03 Appendix C DQC III-05 and DQC IV-05 - release request, continuation H 0685-3 H 0685-3 8906-85-03, Page 15 Appendix C DQC III-05 and DQC IV-05 - release request, continuation Page 16, 8906-85-03 Appendix D DQC III-05 and DQC IV-05 - release request - for rebranded oilsl H 0685-3 H 0685-3 8906-85-03, Page 17 Appendix E Applicable standards ATC Code of Practice (Technical Committee of Petroleum Additive Manufacturers in Europe) ATIEL Guidelines for viscosity grade read-across (VGRA), Base Oil Interchange (BOI) and Viscosity Modifier Interchange (VMI), Association Technique de I´Industrie Européenne des Lubrifiants API 1509 Engine Oil Licensing and Certification System ASTM D 92a Test Method for Flash and Fire Points by Cleveland Open Cup Tester ASTM D 97 Test Method for Pour Point of Petroleum Products ASTM D 189 Test Method for Conradson Carbon Residue of Petroleum Products ASTM D 445 Test Method for Kinematic Viscosity of Transparent and Opaque Liquids (and Calculation of Dynamic Viscosity ASTM D 482 Test Method for Ash from Petroleum Products ASTM D 874 Test Method for Sulfated Ash from Lubricating Oils and Additives ASTM D 892 Test Method for Foaming Characteristics of Lubricating Oils ASTM D 974 Test Method for Acid and Base Number by Color-Indicator Titration ASTM D 2270 Practice for Calculating Viscosity Index from Kinematic Viscosity at 40 and 100°C ASTM D 2622 Test Method for Sulfur in Petroleum Produkts by Wavelength Dispersive X-ray Fluorescence Spectrometry ASTM D 4052 Test Method for Density and Relative Density of Liquids by Digital Density Meter ASTM D 4485a Specifikation for Performance of Engine Oils ASTM D 4951 Test Method for Determination of Additive Elements in Lubricating Oils by Inductively Coupled Plasma Atomic Emission Spectrometry ASTM D 5967 Test Method for Evaluation of Diesel Engine Oils in T-8 Diesel Engine ASTM D 6082 Test Method for High Temperature Foaming Characteristics of Lubricating Oils ASTM D 6594 Test Method for Evaluation of Corrosiveness of Diesel Engine Oil at 135oC ASTM D 6838 Test Method for Cummins M11 High Soot Test ASTM D 6975 Test Method for Cummins M11 EGR Test ASTM D 6987 Test Method for Evaluation of Diesel Engine Oils in T-10 Exhaust Gas Recirculation Diesel Engine CEC L-14-A-93 Evaluation of the Mechanical Shear Stability of Lubricating Oils Containing Polymers (Fuel Injection Pump) CEC L-36-A-90 Measurement of Lubricant Dynamic Viscosity under Conditions of High Shear (Ravensfield Viscosimeter) CEC L-39-T-96 The Evaluation of Oil-Elastomer Compatibility (Laboratory Test) CEC L-40-93 Evaporation Loss of Lubricating Oils (NOACK Evaporative Tester) CEC L-51-A-98 The Evaluation of Engine Crankcase Lubricants with Respect to Low Temperature Lubricant Thikkening & Wear under Severe Operating Conditions (MB-OM602A engine) CEC L-52-T-97 Oil Performance in a EURO II HD Diesel Engine Test (OM 441 LA) CEC L-85-T-99 Hot Surface Oxidation - Pressure Differential Scanning Calorimeter (PDSC) DIN 51352-1 Testing of lubricants; determination of ageing characteristics of lubricating oils; increase in Conradson carbon residue after ageing by passing air through the lubricating oil DIN 51363-2 Testing of petroleum products - Determination of phosphorus content of lubricating oils and additives - Part 2: Analysis by wavelength dispersive X-ray spectrometry (XRS) DIN 51363-3 Testing of petroleum products - Determination of phosphorus content of lubricating oils and additives - Part 3: Direct determination by optical emission spectral analysis with inductively coupled plasma (ICP OES) DIN 51378 Testing of mineral oils; determination of carbon-type composition Page 18, 8906-85-03 H 0685-3 DIN 51379-2 Testing of lubricants; determination of molybdenum content of lubricating oils; analysis by wavelength dispersive X-ray spectrometry (XRS) DIN 51391-2 Testing of lubricants; determination of the content of additive elements; analysis by wavelengthdispersive X-ray spectrometry (XRS) DIN 51391-3 Testing of lubricants - Determination of the content of additive elements - Part 3: Direct determination of Ca, Mg, Zn and Ba by optical emission spectral analysis with inductively coupled plasma (ICP OES) DIN 51396-1 Testing of lubricants - Determination of wear elements - Part 1: Direct determination by inductively coupled plasma optical emission spectroscopy (ICP-OES) DIN 51396-2 Testing of lubricants - Determination of wear elements - Part 2: Analysis of wavelength dispersive X-ray spectrometry (XRF) E DIN 51399-1 Testing of lubricants - Determination of additive elements, wear and other contaminations Part 1: Direct determination by optical emission spectral analysis with inductively coupled plasma (ICP OES) DIN 51400-2 Testing of mineral oils and fuels - Determination of sulfur content (total sulfur) - Part 2: Combusting according to Grote-Krekeler; acidimetric titration; gravimetric determination DIN 51443-2 Testing of lubricants - Determination of the boron content - Part 2: Direct determination by optical emission spectral analysis with inductively coupled plasma (ICP OES) DIN 51535 Testing of petroleum products - Determination of deposition forming tendency of motor oils in exhaust turbochargers and intercoolers of supercharged diesel engines DIN 51551 Testing of lubricants and liquid fuels; determination of the carbon residue; Conradson method DIN 51558-1 Testing of Mineral Oils; Determination of the Neutralization Number, Colour-indicator titration DIN 51562-1 Viscometry - Measurement of kinematic viscosity by means of the Ubbelohde viscometer Part 1: Viscometer specification and measurement procedure DIN EN 590 Automotive fuels - Diesel - Requirements and test methods DIN EN ISO 2592 Petroleum products - Determination of flash and fire points - Cleveland open cup method DIN EN ISO 6245 Petroleum products - Determination of ash DIN EN ISO 12185 Crude petroleum and petroleum products - Determination of density - Oscillating U-tube method DIN EN ISO 14596 Petroleum products - Determination of sulphur content - Wavelength-dispersive X-ray fluorescence spectrometry DIN EN ISO/IEC 17025 General requirements for the competence of testing and calibration laboratories DIN ISO 2909 Petroleum products - Calculation of viscosity index from kinematic viscosity DIN ISO 3016 Petroleum oils; determination of pour point DIN ISO 3771 Petroleum products; total base number; perchloric acid potentiometric titration method Cummins ISM Cummins ISM Test Method for Lubricant Qualification Mack T-12 Mack T-12 Test Method for Lubricant Qualification SAE J300 Engine Oil Viscosity Classification VDA 232-101 List of declarable substances