castrol labcheck program guide - direct customers ( pdf, 7961 kb )

OVERVIEW

OVERVIEW OF PARTNERSHIP WITH ANALYSTS, INC.

About Our PartnerAnalysts, Inc. is one of the largest, and most respected, independent fluid testing companies in the country, and hasbeen in operation for over forty-five years. Analysts, Inc. currently operates in 5 different states, which extends theircapability to efficiently support our customers across the entire United States.

The Analysts, Inc. lab locations are as follows:

• Oakland, CA

• Houston, TX

• Atlanta, GA

• Louisville, KY

• Chicago, IL

Analysts, Inc. was the first commercial lab to:

• Use spectrochemical elemental analysis

• Routinely apply infrared spectrometry

• Computerize operations and reporting

• Develop specialized sampling tools

• Attain ISO 9001 Certification (all labs)

Each BP customer will be assigned to one of the five Analysts, Inc. laboratories. All laboratories will provide the sameservices, and each BP customer will remain with the same lab throughout the life of their partnership with BP. As part ofthe BP Lubricants and Analysts, Inc. agreement, each laboratory will be responsible for offering the services listed below.

• Sample kits - procurement and shipping

• Sampling supplies

• Laboratory testing

• Customer Service Assistance

• Administering Castrol LabCheckTM Online and Castrol LabCheckTM Pro

• IT Support for Castrol LabCheckTM programs

• Ongoing IT support and program development

Benefits of the PartnershipThe key opportunities that this new partnership offers include:

• the expansion to a country-wide network of five, state-of-the-art testing centers, allowing improved turnaround and increased flexibility.

• continued development of the Castrol LabCheckTM offer, augmented by the broad industry expertise in equipment,process and customer interfaces acquired by Analysts, Inc.

• continued testing support, backed by ISO certified processes.

• continued assurance of data confidentiality.

• improved access to your existing database of information to allow further trending and comparison reporting in Castrol LabCheckTM Pro and Castrol LabCheckTM Online, and

• the incorporation our existing sampling and reporting procedures, meaning little, if any, change in your local practices.

W e are confident that our new partner will continue to offer our customers the level of service that they are accustomedto with BP Lubricants USA Inc.

ENTERING A NEW ERABP Lab Offer

GUIDES & FORMS

LABCHECK™ PROGRAM GUIDE

LABCHECK™ SERVICES

BP Lubricants, USA Inc. is partnering with Analysts, Inc. to provide customers with LabCheck™ fluid analysis services. All customer and historical sampling information is being transported into Analysts’ IT databases and current CastrolLabCheck™ customers should experience an almost transparent transition. The only change will be the addresses towhich customers will submit their samples.

Castrol LabCheck™ will become an administered and functional provision of Analysts, Inc. for all sampling supplies,laboratory testing and reporting, web-based LabCheck™ access programs, and LabCheck™ Pro. All efforts will beexpended toward the replication of current user reporting services and data access. New businesses being enrolled intothe LabCheck™ program will require completion and submission of appropriate forms that will govern the setup andmaintenance of your account’s services. Your service options and forms for establishing new accounts are addressed inthis program guide.

ANALYSTS, INC.

Analysts, Inc. is an independent company providing fluid analysis services since 196 0. Analysts, Inc. has pioneered many ofthe testing applications and reporting services that are the standards for today’s industry. Analysts, Inc. currently operatesfive full service laboratories throughout the continental United States. The regional laboratory coverage aligns with ourbusiness regions and will provide efficient regional support, product support, and service to our customers. For manycustomers, this will reduce shipping costs, shorten transit periods, and expedite the results completion time.

Analysts’ laboratories are all ISO certified by Underwriters Laboratories and are additionally certified as being compliantto with the stringent NRC requirements for 10 CFR 50 Appendix B and ISO 17025. Analysts’ commitment and provenrecord of quality parallels its core commitment to quality in product delivered and customer services.

The assignment of your customers to an Analysts’ laboratory has been predetermined and new business will be assignedbased upon regional location of your customer. If you have a customer who resides in multiple regions and a singlelaboratory service is desired or required, arrangements with Analysts, Inc. can be made.

LABCHECK™ PROGRAM GUIDEBP Lab Offer

DISTRIBUTION OF LABCHECK™ REGIONAL LABORATORIES BY STATE

Analysts Inc.Oakland, CaliforniaAlaskaArizonaCaliforniaColoradoHawaiiIdaho

Analysts Maintenance Labs, IncNorcross, GeorgiaAlabamaDelawareFloridaGeorgiaMaryland

BP Lab Offer

Analysts Maintenance Labs, IncHoffman Estates, IllinoisConnecticutDistrict of ColumbiaIllinoisIndianaIowaMaineMassachusettsMinnesotaMissouriNebraskaNew HampshireNew JerseyNew YorkNorth DakotaPennsylvaniaRhode IslandSouth DakotaV ermontWisconsin

Analysts Services, Inc.Stafford, T exasArkansasKansasLouisianaNew MexicoOklahomaTexas

Analysts Maint. T esting Labs of KY , IncLouisville, KentuckyKentuckyOhioMichigan

MontanaNevadaOregonUtahWashingtonWyoming

North CarolinaSouth CarolinaTennesseeV irginiaWest V irginia


SUPPLIES & ORDERS

Sampling SuppliesSampling supplies will continue to be the same as those previously provided through Castrol LabCheck™. They willcontinue to be available in lots of 10- or 100-unit packaging.

Placing OrdersAnalysts, Inc. will warehouse and ship all sampling supplies. If special arrangements for the provision of supplies havebeen agreed upon for existing customers, this information will need to be communicated with Analysts’ Order FulfillmentCenter (OFC) in Houston, Texas.

Orders for sampling supplies that accompany lubricant will be relayed from BP to Analysts’ OFC for processing and shipping.

BP Lubricants: Direct: 800-888-4448Fax: 800-388-9474

Orders for sampling supplies only are to b e placed directly w ith Analysts, Inc. The contact information for thefulfillment center is:

Analysts. Inc. Phone: 866-LabCheck™10770 Vine Crest Fax : 281-866-0201Houston, TX 77086 email : [email protected]

When enrolling new customers there are several options that can be employed to govern ordering procedures and assistwith account management. These options can be selected and defined on the LabCheck™ Customer Account Form.NOTE: T o apply these options to existing customers, communicate as appropriate to the OFC.

1. Provide Upon Customer Request:Allow customer to place supply orders directly without quantity limit.

2. Provide Upon Customer Request - Not to exceed “____”Allow customer to place supply orders directly with a given maximum per order.

3. Ship Standing Orders (Quantity & Frequency):Automatically ship a given quantity of kits to a customer on a regular basis without need for individual requests (500 kits monthly, 1000 kits quarterly, etc).

4. Ship Monthly Based Upon Previous Activity:Re-supply the customer each month based upon the customer's sampling activity for the previous calendar month. Supplies will be rounded up to the nearest standard kit quantity (activity = 490 samples; 500 will be shipped). Fulfillment will typically be shipped within 2 weeks of previous months end.

NOTE: Kit orders cannot be placed as part of an EDI order at this time

BP Lab Offer


REPORTING

Reporting Mechanisms/ Media OptionsLabCheck™ Online is the recommended mode of delivery and the default option for receipt of sample analysis forinternal and customer reporting of laboratory results. There is no charge for this service and customers can have multipleaccess accounts for personnel at their own discretion. All that is required to establish an online account is that eachlog-on user must have a valid email address.

BP representatives will have new customer enrollments automatically added to their LabCheck™ Online access. Onlinereporting replaces printed and mailed copies of reports but does not affect facsimile options and delivery.

Printed ReportsFor customers not utilizing LabCheck™ Online (exceptions only), printed reports are available with defined options basedupon sample severity:1. All reports2. Abnormal and Critical reports (C & D Code)3. Critical reports (D Code) Phone call made to customer automatically.

Facsimile ReportingFax copies of reports are available with defined options based upon sample severity:1. All reports2. Abnormal and Critical reports (C & D Code)3. Critical reports (D Code) Phone call made to customer automatically.

Additional Reporting AddressIf the reporting address is different than the “sampler information,” or if an additional form of reporting is required formanagement, regional offices, etc., complete the appropriate information on the LabCheck™ Customer Account Form.All instructions for this recipient is independent of the instructions for the “Sampler Information.”

Text Messaging Notification of Critical AnalysesLabCheck™ is introducing a new program management tool not offered by most competitors. A text message with thecompartment ID can be sent to a cell phone or pager when a critical analysis has been generated. This is an excellent optionfor the manager or supervisor who is always “on the go” but needs to be aware and in control. To utilize this service,request 'Pager Alert' and the contact telephone number in the Special Instructions/Notes section of the Account Form.

LabCheck™ ProLabCheck™ Pro is BP proprietary software for the receipt and advanced applications of oil analysis results and historiesutilizing powerful graphing and trending capabilities. It is NOT designed for every user, but generally for the moresophisticated maintenance manager. LabCheck™ Pro provides an alternative approach allowing for the receipt of testresults electronically via computer modem. Oil analysis data is stored in a database on a local computer’s hard drive andthis information is displayed in an easy-to-read format, focusing attention on problem areas.

There is no charge for this software and service. However, there are requirements and procedures that need to be followedfor a user to be granted authorization for LabCheck™ Pro installation and use. Q ualification for LabCheck™ Pro requiresthe customer to sample at least 50 samples per month. System requirements are detailed on the installation request form.Please see your Castrol representative for additional information and authorization.

Authorization from BP is required following completion of a Castrol LabCheck™ Pro Installation Request Form. The requestform must be completed by the BP sales representative and submitted to BP Sales Administration. Approved submissions will be returned to the BP Sales Representative and forward to Analysts, Inc. for implementation by BP Sales Administration.

BP Lab Offer


LAYOUT AND FEATURES OF A LABCHECK REPORT

Section A

• Address of recipient and laboratory contact number

• Latest sample status, unit and component ID

• Internal Component/ Compartment Reference Number assigned by computer

• Purchase Order Number

Section B

• Displays information specific to the unit and

compartment sampled

Section C

• This portion contains the severity, evaluation, and recommendation comments relative to the current sample

• Feedback and specific comments are included

Section D

• Lists lab numbers

• Displays Spectrochemical results (21 elements)

• Lists dates samples were drawn

Section E

• Lists lab numbers

• Displays operating information for each sample

Section F

• Displays Physical Test results

Report Features

1.Displays up to six sample histories

2.Current analysis on bottom

3.Atypical results are underlined

4.Guide to test results and their meaning printed on back of the report

BP Lab Offer


BP Lab Offer

DIESEL ENGINES

Metals (21 elements)

Viscosity @ 100 C

Product Grade

Water, %

Fuel Dilution

Soot (FTIR)

Oxidation

Nitration

Glycol

Base Number

(ASTM D4739)

LEM® (Soot)

GASOLINE ENGINES


Viscosity @ 100 C

Product Grade

Water, %

Fuel Dilution

Oxidation

Nitration

Glycol

Base Number

(ASTM D4739)

TRANS./HYD./GEARS


Viscosity @ 100 C

Product Grade

Water, %

Acid Number

ISO Particle Count

(by PODS)

KF Water (ppm

NATURAL GASENGINES


Viscosity @ 100 C

Product Grade

Water, %

Oxidation

Nitration

Glycol

Acid Number

KF Water (ppm)

COOLANTS


pH

Nitrites

Reserve Alkalinity

or ELC (Long life)

Freeze Point

Antifreeze %

Color

Appearance

LABCHECK TESTING OPTIONS

The Castrol LabCheck™ service offers basic test packages that are applied as the minimum testing for the appropriateequipment/compartment sampled.

Basic TestingProvides testing, interpretation, and recommendations to determine wear levels and trend monitoring, airborne andinternal contamination controls, proper lubricant verification, and drain requirements based on these criteria.Application: Fleet monitoring for wear and contaminants where drain intervals are established. Samples are typicallydrawn as part of the oil and filter service.

Special or Additional TestingDesignation of any optional (additional) testing should be communicated under “Special Instructions /Notes” on theCustomer Account Form. Verbal instructions to the laboratory or written requests with the submitted sample are also acceptable.

TESTING MATRIX - LABCHECK™ DIRECT BUSINESS

NOTE: Diesel fuel analysis available upon request. Please contact your BP distributor sales representatives for test options and pricing.

Testing must be approved by a BP sales representative.

OPTIONS FOR ADDITIONAL TESTING


Customer Account Form

BP Lab Offer


Business Supply Order Form

BP Lab Offer


BPLC LabcheckSampleTestingKit

PPDPOST PostagePaidMailers

ACCPump 38mm SamplingPump/Red

RPKPump 38mm SamplePumpRepairKit

ACCProbLid ProbailizerTops(only)

T-100 PlasticOilSamplingTubing- 100ft.roll

QSS1/4” SamplingValve:1/4”NPT,QSS®

QSS1/8” SamplingValve:1/8”NPT,QSS®

NAME COMPANY

PHONENUMBER ATTN:

ADDRESS

NAME CITY ST ZIP

COMPANYNAME PHONENUMBER PHONE FAX ForLabUseOnly– AIAcct#

Signature Date Comments

1. yourBP CustomerServiceRepresentativeatBP Lubricants…………………………….800-888-4448

2. theconvenient CustomerServiceLine......................................................866-Labcheck

3. thisform tothe CustomerServiceDesk...................................................281-866-0201

4. thisform tothe CustomerServiceCenter.................................................orders@ analystsinc.com

5. thisform to CustomerServiceCenter………...Labcheck,10770VinecrestDrive,Houston,TX77086

FORM LCD-OF08/06

LABCHECK ONLINE

CASTROL LABCHECK™ ONLINE

Features

• Web-based program that allows user to access sample results 24 hours a day

• Independent login and password required to gain access to the website

• Timely e-mail notifications of sample results

• Allows quick turnaround time to users

• Online unit registration

• Saves time registering and editing units

• Capability to create sample bottle labels online using the LabCheck™ Online Labels feature. Labels can be sent directly

to your printer.

• Ability to view last 5 sample results

• Ability to sort and filter results

• Capability to print and/or save to a file on your hard drive

Benefits

• Improved data integrity and efficiency by allowing customers to track each sample

• 24-hour availability from any computer with web access

• Online label creation saves time, increases the accuracy of data, and provides the capability to track samples after

submission to the lab

• Sample results are produced in pdf format and can be easily shared electronically

• No software to load, maintain and upgrade

BP Lab Offer



Secure Log-In Screen

Oil analysis results can be reviewed via the web

BP Lab Offer



Oil analysis reports are generated as a PDF file

BP Lab Offer


LABCHECK PRO

CASTROL LABCHECK™ PRO

Features

• PC-based, user-friendly software

• Easily download sample results through modem or FTP

• Real-time and historical results. The entire history of a unit is maintained in a single database

• Trending capability that allows the user to forecast and predict potential problems

• Compartment comparisons can be done across an entire fleet of equipment

• Ability to register equipment online

• Web-based sample bottle label creation and printing

Benefits

• Test results are transmitted electronically via your computer’s modem.

• Access to real-time results upon completion of testing

• 24-hour access to sample results. All oil analysis results are stored in a database on your computer

• Information is displayed in an easy-to-read format allowing the user to sort based on information need

• Ability to focus attention on the most critical problem areas

• The trend and graphical analysis function provides insights into equipment health and performance.

• Tools allows user to move from a preventive to a predictive (pro-active) maintenance program

BP Lab Offer



Main menu for LabCheck™ Pro

Display of the most recent sample results taken from every compartment for every unit in the database.

BP Lab Offer



Problem search your entire database for specific issues.

The graphical analysis tool allows the user to compare like compartments from different units to establishtrends and predict problems.

BP Lab Offer


castrol labcheck program guide - direct customers ( pdf, 7961 kb )

Documents

castrol labchecktm offer

bp customer

existing sampling

new partnership

reporting procedures

bp lubricants usa

customer interfaces

ofthe bp lubricants