Hoklas SC 02
Hoklas SC 02
Hoklas SC 02
Issue No. 8
Page 1 of 60
1 Introduction
1.1 This document serves to clarify and interpret the requirements of HOKLAS 003
and HOKLAS 015 for calibration and verification of equipment related to the
accreditation of non-medical and medical laboratories. It should be read in
conjunction with the current issue of ILAC-P10, HOKLAS 003, HOKLAS 015
and other relevant criteria documents.
1.3 All HOKLAS accredited laboratories shall comply with the requirements of
ILAC-P10 “ILAC Policy on the Traceability of Measurement Results”.
1.4 This document also sets out the recommendations for calibration or verification
of equipment including the calibration intervals and the associated procedures in
the following appendices:-
HOKLAS SC-02
Issue No. 8
Page 2 of 60
From Page
Appendix A Common equipment 9
Appendix B Equipment for testing of electrical 22
and electronic products
Appendix C Equipment related to dimensional 26
metrology
Appendix D Analytical instruments for chemical 28
testing
Appendix E Equipment for construction materials 39
testing
Appendix F Equipment for physical and 57
mechanical testing of toys and other
consumer products
Appendix G Equipment for medical and 59
biological testing
1.5 The recommended calibration intervals in the appendices should in general be the
maximum time interval between two successive calibrations provided that:
Where the above criteria cannot be met, a shorter calibration interval should be
adopted. The laboratory shall determine calibration interval according to the
principles as given in section 8 and the recommended intervals as listed in the
appendices of this document.
For equipment not included in the appendices, the laboratory shall demonstrate
how its calibration requirements conform with the requirements of the related
tests.
2.1 Equipment and reference standards that require calibration shall be calibrated by
one of the following options:
(1) A National Metrology Institute (NMI) whose service is suitable for the
intended need and is covered by the CIPM MRA. Services covered by the
HOKLAS SC-02
Issue No. 8
Page 3 of 60
(2) A calibration laboratory whose service is suitable for the intended need (i.e.
the scope of accreditation specifically covers the appropriate calibration)
and the Accreditation Body is covered by the ILAC Arrangement or by a
Regional Arrangement recognised by ILAC. Some calibration
laboratories may indicate that their service is covered by the ILAC
Arrangement by including the ILAC Laboratory Combined MRA mark on
the calibration certificate. Alternatively, the accreditation symbol of
HKAS or its MRA partners may be included on the calibration certificate.
Both of these options may be taken as evidence of metrological traceability.
[ILAC Policy 2]
(3a) An NMI whose service is suitable for the intended need but not covered by
the CIPM MRA. [ILAC Policy 3a]
(3b) A calibration laboratory whose service is suitable for the intended need but
not covered by the ILAC Arrangement or by a Regional Arrangement
recognised by ILAC. [ILAC Policy 3b]
2.2 Where option (3a) or (3b) is used, the laboratory shall ensure that appropriate
evidence for the claimed traceability and measurement uncertainty is available.
This evidence will be assessed by HKAS.
2.3 Clause 5.6.2.1.2 of HOKLAS 003 states that “There are certain calibrations that
currently cannot be strictly made in SI units. In these cases calibration shall
provide confidence in measurements by establishing traceability to appropriate
measurement standards such as:
- the use of certified reference materials provided by a competent supplier to
give a reliable physical or chemical characterization of a material;
- the use of specified methods and/or consensus standards that are clearly
described and agreed by all parties concerned.
Participation in a suitable programme of interlaboratory comparisons is
required where possible.”
The above requirements can only be applied in which the laboratory has
demonstrated that the option 1, 2, 3a and 3b cannot reasonably be met. It is the
responsibility of the laboratory to choose a way to satisfy this clause and to
HOKLAS SC-02
Issue No. 8
Page 4 of 60
provide the appropriate evidence. This evidence shall be documented and the
documentation will be assessed by HKAS. [ILAC Policy 4]
3.2 If a calibration is not a dominant factor in the test result, the laboratory shall have
quantitative evidence to demonstrate that the associated contribution of a
calibration contributes little (insignificantly) to the measurement result and the
measurement uncertainty of the test and therefore traceability does not need to be
demonstrated. [ILAC Policy 6]
3.3 For non-medical laboratories, Clause 5.6.2.2.2 of HOKLAS 003 states that
“Where traceability of measurements to SI units is not possible and/or not
relevant, the same requirements for traceability to, for example, certified
reference materials, agreed methods and/or consensus standards, are required as
for calibration laboratories.”
3.4 For medical laboratories, Clause 5.3.1.4 of HOKLAS 015 states that
“Metrological traceability shall be to a reference material or reference
procedure of the higher metrological order available. Where this is not possible
or relevant, other means for providing confidence in the results shall be applied,
including but not limited to the following:
- use of certified reference materials;
- examination or calibration by another procedure;
- mutual consent standards or methods which are clearly established,
specified, characterized and mutually agreed upon by all parties
concerned.”
3.5 ILAC Policy 4 should be applied to both non-medical and medical laboratories.
4 Policy for Traceability provided through Reference Materials (RMs) and Certified
Reference Materials (CRMs)
4.1 The values assigned to CRMs produced by NMIs and included in the BIPM
KCDB or produced by an accredited RMP under its scope of accreditation to ISO
Guide 34, are considered to have established valid traceability. [ILAC Policy 7]
HOKLAS SC-02
Issue No. 8
Page 5 of 60
4.2 The values assigned to CRMs covered by entries in the CIPM, IFCC and ILAC
Joint Committee for Traceability in Laboratory Medicine (JCTLM) database are
considered to have established valid traceability. [ILAC Policy 8]
4.3 The majority of RMs and CRMs are produced by other RMPs. These can be
considered as critical consumables and the laboratory shall demonstrate that each
RM or CRM is suitable for its intended use as required by Clause 4.6.2 of
HOKLAS 003 or Clause 4.6 of HOKLAS 015. [ILAC Policy 9]
5 Calibration Requirements
Where the test standard or specification states the calibration procedure and the
calibration interval, these requirements shall be followed.
For parameters which may affect equipment operation but are not specified in the
test standard or specification, the effect of change (for example, due to wear)
should be assessed during regular equipment inspection and functional check.
Where necessary, a specific procedure should be derived to assess the effect. It
is a good practice to record initial value as a reference for later comparison.
6.1 Where the tolerance of a specified parameter is not given in the test standard or
HOKLAS SC-02
Issue No. 8
Page 6 of 60
6.2 For a critical parameter, justification for adopting a particular tolerance shall be
documented. The justification would be examined by HKAS during an
assessment.
For dimensional and angular measurements, the laboratory may select from
ISO 2768-1 a suitable tolerance class. As a rough guide, the medium tolerance
class in Table 1 and Table 3, for dimensional and angular measurements
respectively, is acceptable for most equipment.
6.3 In the case of a non-critical parameter, the implied tolerance may be determined
such that the next significant figure would not result in rounding to a value other
than the stated parameter. For example :-
7 Source of Calibration
7.2 Laboratories are encouraged to develop their internal calibration capability and to
calibrate their own equipment. A calibration can be performed internally if the
laboratory has the necessary reference standard or reference material, and where
applicable, suitably controlled environment and competent staff to perform the
calibration. The internal calibration procedure shall be documented and
available to HKAS assessors.
HOKLAS SC-02
Issue No. 8
Page 7 of 60
7.4 Calibrations which require equipment not available to the laboratory or demand
specialist techniques outside the capabilities and experience of the laboratory staff
should be performed externally.
(c) For each item of equipment, what ranges and cardinal points should be
calibrated, the calibration uncertainty requirements and the conditions
under which calibrations should be performed. These should be
determined based on the requirements of the tests or measurements for
which that item of equipment is being used. Laboratories should
document such requirements and provide them to external calibration
laboratories when soliciting calibration services.
(d) When determining the calibration intervals, the following should be taken
into consideration:
- HOKLAS recommendations;
HOKLAS SC-02
Issue No. 8
Page 8 of 60
- manufacturer recommendations;
- frequency of use;
- equipment condition;
- equipment stability and previous calibration and maintenance history;
- the accuracy and precision requirements of the tests for which that
item of equipment is being used (e.g. where the test standard or
specification states the calibration intervals, they should be
followed);
- the likely influence of the working environment, e.g. corrosion, dust,
vibration, frequent transportation and rough handling;
- the availability and reliability of the laboratory internal equipment
checking system (e.g. where in-service checks are not carried out
between calibrations, the calibration interval must be shortened).
8.2 Designated officers of the laboratory shall be assigned the responsibility for the
calibration of equipment and the management of reference materials.
8.3 After an instrument is calibrated, the laboratory shall assign a staff member to
check whether the characteristics of the instrument as shown in the calibration
results are within the acceptable tolerance. Out of tolerance instruments shall be
repaired and recalibrated before use. Alternatively, such instruments may be
downgraded for less demanding purposes provided that they are appropriately
labelled.
8.4 The suitability of the calibration programme and the adequacy of the calibration
system will be examined and discussed during assessments.
HOKLAS SC-02
Issue No. 8
Page 9 of 60
APPENDIX A
COMMON EQUIPMENT
This Appendix lists the recommended calibration requirements for common equipment.
These are general recommendations applicable to all Test Categories for which a laboratory
is accredited.
Where specific requirements are given in other Appendices, those requirements should take
precedence.
Recommended calibration
Type of equipment Recommended calibration interval
method
ACCELEROMETER
BALANCE and SCALE a. Calibration every three years* ‘The Calibration of Weights and
(See Note 1 at end of this appendix) Balances’ published by NMIA”
b. Verification:
Each weighing* zero check
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is confirmed competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 10 of 60
Recommended calibration
Type of equipment Recommended calibration interval
method
Every six months* Repeatability check using a known
mass.
BAND PASS FILTER SET Two years
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is confirmed competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 11 of 60
Recommended calibration
Type of equipment Recommended calibration interval
method
EXTENSOMETER
(a) Level and mirror types Five years AS 1545 Grade D (for proof stress
tests load-extension curves for
(b) Micrometer screw type Five years pre-stressing wires)
(c) Dial indicator type Two years AS 1545 Grade B (for modulus of
elasticity determinations)
(d) Recording type with electrical Two years (BS EN 10002-4)
output
FLOWMETER
(b) Rotameter (Working) Check before use in each time* Soap bubble flowmeter
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is confirmed competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 12 of 60
Recommended calibration
Type of equipment Recommended calibration interval
method
FORCE TESTING MACHINE
(tension, compression, universal)
FREQUENCY ANALYSER
(Acoustic Measurement) Five years
FREQUENCY RESPONSE
TRACER
(Acoustic Measurement) One year
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is confirmed competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 13 of 60
Recommended calibration
Type of equipment Recommended calibration interval
method
FREQUENCY STANDARD
(a) For acoustic measurement Two years
FURNACE
For use at specified temperature One Year* BS 4309
AS 2853
GAUGE BLOCK
Brinell, Vickers and Rockwell Refer to the requirements of ISO 6506-2 (Brinell)
machine including portable tester respective standards ISO 6507-2 (Vickers)
ISO 6508-2 (Rockwell)
(a) Dead weight tester for plastics Three years ISO 48 Method N, H, L & M
ISO 7619-1
(b) Meter (durometer) for
rubber Frequent check using reference
hardness block*
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is confirmed competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 14 of 60
Recommended calibration
Type of equipment Recommended calibration interval
method
HYDROMETER
(b) Working - glass One year against reference or with ISO 649-2
freshly prepared solutions of known
density*
HYGROMETER
(a) Charpy, Izod and Universal Refer to requirements of respective AS 1544.4; BS 131-7;
testers for metals standards BS EN 10045-2; BS EN ISO 148-2
(b) Charpy and Izod testers for Refer to requirements of respective AS 1146.3; BS EN ISO 13802
plastics standards
LENGTH MEASURING
DEVICE
LINEAR VARIABLE Daily or whenever used* Check against length standard such
DIFFERENTIAL Two years* (complete calibration) as a micrometer
TRANSDUCER (LVDTS)
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is confirmed competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 15 of 60
Recommended calibration
Type of equipment Recommended calibration interval
method
MANOMETER
(a) Reference Ten years Check against reference
Check fluid every three years
MICROMETER One month (zero, one point and Against gauge blocks. See also
condition of anvils)* BS 870; BS 959; ISO 3611
(b) Drying Three years (temperature variation and BS 2648, AS 2853, AS 1289.0
evaporation rate in working space)*
PENETRATION CONE AND Five years ASTM D217; IP 50; ASTM D5;
NEEDLE ASTM D1321. Visually inspect
needle tips prior to use.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is confirmed competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 16 of 60
Recommended calibration
Type of equipment Recommended calibration interval
method
PRESSURE AND VACUUM
GAUGE
PYROMETER
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is confirmed competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 17 of 60
Recommended calibration
Type of equipment Recommended calibration interval
method
RADIOMETER Calibrate after one hundred tests
REFRACTIVE INDEX
STANDARD
STANDARD LAMP
Luminous flux, luminous intensity, Five years or after each 20-hour
illuminance, spectral radiance, period of burning
spectral irradiance
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is confirmed competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 18 of 60
Recommended calibration
Type of equipment Recommended calibration interval
method
STOPWATCH / TIMER Three months* Comparisons against time and
(For verifying test duration) frequency broadcasts from
short-wave stations such as JJY
(Japan) at 2.5, 5, 8, 10, and 15
MHz for at least ten minutes;
or
Comparisons against timing signals
broadcasted by Radio Television
Hong Kong or announced by Hong
Kong Observatory.
TACHOMETER
THERMOCOUPLES
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is confirmed competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 19 of 60
Recommended calibration
Type of equipment Recommended calibration interval
method
THERMOMETER
(a) Liquid-in-glass
(1) Reference Ten years (complete) ASTM E77;
Six months (zero-point)*
THICKNESS GAUGE
(for compressible materials) Two years Dial gauge, dimensions and
pressure of plunger base
VISCOMETER
(a) U-tube
(1) Reference Ten years (against standard oils) * ASTM D2162
(2) Working Two years (using quality oil against ASTM D2162/D445; IP 71
reference tubes or standard oils)*
(b) Others
(1) Brookfield Two years (using standard oils) plus ASTM D2556
one-months checks using manufacturers’
oils, covering the normal range of
operation of the instrument*
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is confirmed competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 20 of 60
Recommended calibration
Type of equipment Recommended calibration interval
method
VOLUMETRIC APPARATUS
(a) Volumetric glassware Initial (on commissioning)* AS 2162.1; BS 1797; ISO 4787
(pipettes, burettes, volumetric
flasks, distillation receivers)
when used for tests where the
error contribution from
glassware to the overall
accuracy required is significant
or where methods specify
glassware meeting nominated
standards.
WEIGHTS
(a) Reference weights of integral Five years initial; ASTM E617, OIML R111
construction (i.e. consist of a Ten years subsequent
single piece of material),
stainless steel or nickel
chromium alloy
(b) Working weights, , stainless Three years* ASTM E617, OIML R111
steel or nickel chromium alloy
(c) Working weights, not stainless One year* ASTM E617, OIML R111
steel or nickel chromium alloy
Weights used for routine calibration of balance are considered working weights.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is confirmed competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 21 of 60
(1) In performing balances calibration, laboratory personnel may select on-site calibration or
off-site calibration. On-site calibrations mean the calibration staff members conduct the
calibration at the location where the balance is in use. Off-site calibrations mean the
calibration is performed away from the location where the balance is in use (e.g. in another
section of the same laboratory or in an external calibration laboratory).
(2) The selection of on-site calibration or off-site calibration depends on many factors such as the
desired accuracy of the balance which is indicated by the ratio between balance capacity and
balance resolution. For any balance with capacity/resolution ratio exceeding 30000, the
balance shall be calibrated on-site and off-site calibration is not allowed. For any balance
with capacity/resolution ratio at or below 30000, the balance can be calibrated off-site.
Nevertheless, the calibration service provider is required to ensure that the difference in
calibration results at different locations will not be larger than the associated calibration
uncertainties. For a balance with capacity 5kg and resolution 1g, the capacity/resolution
ratio is 5000 (5000/1=5000<30000), i.e. the calibration can be carried out either on-site or
off-site. For a 5-kg capacity balance with 1mg resolution, the capacity/resolution ratio is
50000 (5000/0.1=50000>30000), i.e. the calibration shall be carried out on-site.
(3) When a balance has to be used away from the laboratory e.g. when performing site test. The
operator shall determine the acceptability of such arrangement based on the above principle,
i.e. whether the balance capacity/resolution ratio is greater than 30000 and also on the
assessment of the performance of the balance at different locations.
(1) Laboratories shall carry out a performance check test at the start of each day on which
hardness tests are to be performed.
(2) Hardness blocks with assigned values from established block manufacturers (such as Vickers,
Avery, Wilson and Yamamoto) may be used.
(3) The check should be carried out using forces close to those involved in the tests to be
conducted on that day. So far as is practicable, the hardness values should also match those
involved on that day. Laboratories shall have an adequate range of blocks to cover the range
of hardness and the forces normally encountered.
(4) Laboratories are encouraged to have an accredited metrology laboratory to carry out a limited
calibration on their blocks at the forces applied in the laboratory but which are not included in
their original calibration, but it is recognised that in practice there will be occasions when a
laboratory has to use a force for which the block has not been calibrated.
(5) For Vickers and Rockwell hardness tests, laboratories may use uncalibrated indenters,
provided those indenters have been checked by performance tests on hardness blocks with
assigned values and by inspection at a magnification of at least 50 times.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is confirmed competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 22 of 60
APPENDIX B
The following table sets out recommended maximum periods between successive calibrations
for a number of reference standards and measuring instruments used in electrical and
electronic testing.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 23 of 60
TIME, TIME INTERVAL and Calibration intervals dependent on equipment frequency, type
FREQUENCY STANDARD and accuracy required. This may be as frequently as daily if
the highest possible performance is required.
WATTMETERS AND WATTHOUR One year with regular inter-instrument comparisons - interval
METER (ELECTRONIC) is to be based on history of performance
ENVIRONMENTAL Five years, including temperature variations, recovery rate and rate of
CHAMBER ventilation*
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 24 of 60
GLOW-WIRE TEST Initial check and periodic verification for dimensional compliance for the
APPARATUS glow-wire*
Three-monthly verification of the force applied to test samples*
Calibration of the temperature measurement thermocouples should be
carried out in accordance with Appendix A
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 25 of 60
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 26 of 60
APPENDIX C
The following table sets out the maximum recommended period between initial calibration
and the first recalibration, and the maximum period between subsequent recalibrations
provided that the first two calibrations indicate that the item is stable. The calibration
interval for each specific item will be examined during the assessments of the laboratory.
Factors such as general condition and frequency of use shall be taken into account.
DIVIDING HEADS 5 8
GAUGE BLOCKS
(a) reference 4 8
(b) working 2 4
LENGTH BARS
(a) reference 4 8
(b) working 2 4
LEVELS (precision) 4 4
LINEAR (precision) 5 10
OPTICAL FLATS 3 6
OPTICAL PARALLELS 3 6
PRECISION POLYGONS 5 10
ROUNDNESS STANDARDS 5 10
ROUGHNESS STANDARDS 4 4
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 27 of 60
SETTING CYLINDERS 3 6
SETTING RINGS 3 6
SQUARES
— try squares 2 5
— block squares 4 8
SURFACE PLATES
— cast iron 3 5
— granite 4 8
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 28 of 60
APPENDIX D
1. Introduction
1.1 Analytical instruments used in chemical testing are frequently calibrated by comparative
techniques, that is, the response signals of the instrument are related to the
concentrations or amounts of the analyte through the use of reference materials. Many
types of analytical instruments require calibration before use and calibration thus forms
an integral part of the analytical procedures.
1.2 Correct use combined with proper calibration may not necessarily ensure an instrument
is performing adequately. Where appropriate, periodic checks on the performance
characteristics should be carried out. These instrument performance characteristics
include, for example, response, stability and linearity of sources, sensors and detectors,
the separation efficiency of chromatographic systems, the alignment and wavelength
accuracy of spectrometers, etc. The purpose of these checks is to verify the performance
of the instruments against the specified requirements of the tests for which the
instruments are being used.
1.3 This Appendix sets out specific calibration and performance checks requirements for
analytical instruments used for chemical testing. Laboratories should refer to Sections
5.5 and 5.6 of HOKLAS 003 and other sections of this supplementary criteria for
general requirements on calibration of equipment. Equipment in common with other
testing fields are listed in Appendix A.
1.4 The laboratory should document and implement a calibration and/or performance checks
programme appropriate to the circumstances involved. The performance characteristics
to be checked as well as the acceptance criteria for and frequency of checks should be
based on the requirements of the tests concerned taking into consideration the
recommendations given in Table 1 and factors given in clause 3.1 of this appendix. It is
the responsibility of the laboratory to demonstrate that the programme is suitable for the
circumstances involved.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 29 of 60
1.5 Since standard practice for operation of analytical instruments are generally unavailable
or highly specific to a particular application, the laboratory shall document its practice
for use of analytical instruments. This should include, as appropriate, a description of the
operation of the instrument, procedures and acceptance criteria for calibration and
performance checks, frequency of use and nature of quality control samples, and
maintenance procedures.
1.6 Calibration and performance checks can normally be conducted by the staff of a
laboratory. The laboratory should, however, ensure that sufficient reference materials
and required equipment are available, and the persons involved should possess the
required skills, experience and training.
1.7 The laboratory shall ensure that all calibration and/or verification of analytical
instruments are traceable to national or international standards of measurement or to
reference materials produced by competent producers (see HOKLAS Supplementary
Criteria No. 1).
2. Calibration
2.1 Normally, either the manufacturers of the instruments and/or the test standards
themselves specify the calibration procedures and requirements. These instructions
should be followed, if available. In some cases, check samples are used during analyses
to confirm the validity of the calibration. Re-calibration of instruments should be carried
out when such checking procedure indicates that previous calibrations are no longer
valid. Further requirements on calibration for chemical testing are given in respective
HOKLAS supplementary criteria.
2.2 Acceptance criteria for calibration and criteria for re-calibration should be based on the
test standards, if available, or determined by the requirements of the tests concerned.
These criteria shall be documented and strictly adhered to.
2.3 Acceptance criteria for calibration should include a criterion for the acceptability of the
calibration function and, when applicable, a criterion for the performance of instruments.
An example of the former criterion is correlation coefficient of a linear calibration graph
whilst the latter may include, for example, the slope of the calibration graph or the
magnitude of the detector response at a specific level of analyte. The latter instrument
performance check (IPC) during calibration should not be confused with that described
in Clause 3 below. This IPC should be regarded as a routine start-up check on the
usability of instruments as distinguished from the verification of equipment against
requirements of tests.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 30 of 60
3. Performance check
3.1 It is inappropriate to specify a rigid frequency for performance checks since the
frequency depends on a number of factors including :-
- type of equipment;
- manufacturer’s recommendation;
- trend data obtained from previous performance checks records;
- recorded history of maintenance and servicing;
- extent and severity of use;
- tendency to wear and drift;
- frequency of cross-checking against other reference standards;
- environmental conditions (temperature, humidity, vibration, etc.);
- accuracy and permissible limits of errors.
3.2 Acceptance criteria for performance checks should be based on the requirements of test
standards, if available, taking into consideration recommendations given by the
manufacturers of the instruments. Test standards may sometimes explicitly state the
acceptance criteria for various performance characteristics but, frequently, such
acceptance criteria have to be derived from the requirements of test standards. For
instance, the detection limits of an instrument may have to be derived from the
specification limits of the standards.
3.3 Instruments shall be taken out of service when results of performance checks fall outside
the acceptance criteria. Suitable corrective measures and servicing should be taken when
results of performance checks indicate that there is a system degeneration. An
instrument should not be put back into service unless subsequent checks indicate that its
performance fulfils the acceptance criteria.
3.4 The performance characteristics to be checked depends on the type of the instrument.
Table 1 lists those performance characteristics of common analytical instruments that
require to be checked.
4.1 Table 1 sets out the normal frequencies for calibrations and performance checks of
common analytical instruments. The frequencies, when given, are recommended
maximum periods. They serve as a starting point for initial selection of
re-calibration/performance checks intervals.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 31 of 60
4.3 Test standards may sometimes specify a shorter calibration/performance check intervals
than that listed in Table 1, in such cases, the frequency recommended by the test
standards shall be followed. In addition, if major mechanical or electronic maintenance
is carried out, appropriate checks should be conducted when the instrument is
re-commissioned.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 32 of 60
DISSOLVED OXYGEN Calibrate at saturation on each day Calibrate the zero and at saturation.
METERS of use and after relevant change of
ambient conditions.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 33 of 60
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 34 of 60
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 35 of 60
Annex I
(Informative)
Bibliography
Laboratory staff responsible for equipment calibration and verification are strongly advised to
consult the following references.
5. ISO/TR 13530 Water quality - Guide on analytical quality control for chemical and
physicochemical water analysis
The following references contain description of the operation, calibration and/or performance
check procedures. Operation staff of laboratories are strongly advised to familiarize
themselves with these references.
A. UV/Visible Spectrophotometers
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 36 of 60
B. Infra-red Spectrometers
Issue No. 8
Page 37 of 60
3. AS2883 Analysis of metals - Procedures for the setting up, calibration and
standardization of atomic emission spectrometers using arc/spark discharge
5. ASTME135 Standard terminology relating to analytical chemistry for metals, ores and
related materials
8. ASTME826 Standard practice for testing homogeneity of a metal lot or batch in solid
form by spark atomic emission spectrometry
2. ASTMD1945 Standard test method for analysis of natural gas by gas chromatography
6. ASTME516 Standard practice for testing thermal conductivity detectors used in gas
chromatography
7. ASTME594 Standard practice for testing flame ionization detectors used in gas or super
critical fluid chromatography
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 38 of 60
9. ASTME685 Standard practice for testing fixed wavelength photometric detectors used
in liquid chromatography
10. ASTME697 Standard practice for use of electron capture detectors in gas
chromatography
11. ASTME840 Standard practice for using flame photometric detectors in gas
chromatography
13. ASTME1151 Standard practice for ion chromatography terms and relationships
G. Temperature Chambers
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 39 of 60
APPENDIX E
This appendix lists the items of equipment and their calibration requirements within the
Construction Materials Test Category in the test areas covering aggregates, bituminous
materials, concrete and steel. Specific calibration requirements for other test areas are
included in respective Supplementary Criteria listed as follows:
Supplementary Criteria No. 15 Non-destructive tests for welding of steel and metal
For construction materials testing equipment, the criteria in this appendix should be read first
over any other appendices in this supplementary criteria. Where conflicting criteria exist,
the requirements of this appendix shall take precedence. The calibration periods listed here
are the maximum acceptable, and shorter time periods may be required due to frequency of
use and storage conditions.
Environment
In addition to the comments therein it is possible for an accreditation to be granted for tests
conducted under more than one set of environmental conditions provided that these are :
The test report indicates clearly which criteria have been adopted.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 40 of 60
Equipment
Criteria are contained elsewhere in this Supplementary Criteria in respect of other items
under different Test Categories. Several of the construction materials standards do however
contain details of items of equipment peculiar to the test method concerned. Calibration and
maintenance of these items should generally satisfy one of the following:-
Where the standard concerned gives a calibration procedure, this procedure shall be
followed and the maximum period between successive calibrations shall be that
specified in the standard.
Equipment for which no detailed criteria or tolerances are given should be regularly
inspected.
Solutions
There are many instances where solutions are required in connection with both the physical
and chemical testing of materials.
It is not practical to give detailed guidance on the storage and shelf life of these but
laboratories involved should either;
Make up fresh solutions as and when required, where the standard concerned gives
a calibration procedure but without a calibration interval, the calibration interval
shall be 6 months, or
Initiate a programme for ascertaining the shelf life of the solutions concerned.
In the case of distillation and/or de-ionizing of water, the equipment concerned should be
checked for satisfactory performance at least once every 6 months.
Reference Materials
Reference materials called up in standards shall be obtained from the sources stated in the
standard and stored in the prescribed manner. Specific HOKLAS policy on reference
materials is covered under clause 5.6.H of HOKLAS 003.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 41 of 60
The following table sets out the maximum periods between successive calibrations for
equipment to be used in connection with testing of aggregates, bituminous materials, concrete,
steel, and soils within the Construction Materials Test Category. Specific HOKLAS policy
for calibration is covered under section 5.6 and 5.6.H of HOKLAS 003.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 42 of 60
Calibration procedure or
Recommended maximum period
Type of equipment guidance documents and equipment
between successive calibrations
requirements
BALANCE
(Reference) 2 years By a ‘competent calibration body’ as
defined in clause 2.1 of this document
6 months* Repeatability check using reference
masses of higher grades.
CALLIPERS
(Vernier or digital readout)
(Accuracy not better than 1mm) Initial only Callipers from reputable manufacturers
may be used.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 43 of 60
Calibration procedure or
Recommended maximum period
Type of equipment guidance documents and equipment
between successive calibrations
requirements
DIAL GAUGE
(Accuracy not better than 1 year Calibrate using reference gauge blocks
0.01mm) or a micrometer type calibrator for
compliance with BS 907 or AS 2103.
LINEAR DISPLACEMENT
MEASURING DEVICE
(LVDT, digimatic gauge, Demec
gauge or any other transducer
types)
(Accuracy not better than 1 year Calibrate the measuring device together
0.01mm) with the same readout unit as is used for
test using reference gauge blocks or a
micrometer type calibrator. The
readout unit can be an electrical display
unit, digital display unit or data logging
system.
MICROMETER
(Accuracy not better than 1 year* Calibrate using reference gauge blocks.
0.01mm) A sufficient number of readings shall be
taken covering the expected working
range.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 44 of 60
Calibration procedure or
Recommended maximum period
Type of equipment guidance documents and equipment
between successive calibrations
requirements
OVEN (a) 3 years or immediately Check temperature variation in working
following servicing or each space using different calibrated
change in temperature setting* thermocouples at the same time [refer to
HKAS IN003] and also check
evaporation rate for compliance with the
requirements of AS 2853 and AS 1289.0
or other relevant standard methods.
PRESSURE GAUGE
CALIBRATOR
(Reference standard)
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 45 of 60
Calibration procedure or
Recommended maximum period
Type of equipment guidance documents and equipment
between successive calibrations
requirements
SIEVE
(Reference woven wire cloth Initial only Sieves with recognized manufacturer’s
sieves, for performance checking certificates which certify conformance
of test sieves) with ISO 3310-1 shall be used.
Reference sieves shall be downgraded to
test sieves after 30 passes.
(Perforated plate test sieves – 300 passes but not exceeding 6 Check aperture and bridge width using
apertures larger than or equal to months* calibrated callipers, optical projection, or
4mm) other appropriate devices in accordance
with ISO 3310-2.
(Woven wire cloth test sieves – 300 passes but not exceeding 6 Check aperture using optical projection
apertures less than 4mm) months* or other appropriate equipment in
accordance with ISO 3310-1.
Alternatively, check performance of
apertures using certified reference
samples or performance check samples
with reference sieves in accordance with
BS 812-100 or BS 1377-1. Sieves with
manufacturer’s certificates which certify
conformance with ISO 3310-1 may be
used directly without initial checking.
THERMOMETER -
(Mercury-in-glass)
(Accuracy not better than 0.5°C) 5 years* Calibrate over the expected working
range using a calibrated thermometer
and suitable calibration bath.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 46 of 60
Calibration procedure or
Recommended maximum period
Type of equipment guidance documents and equipment
between successive calibrations
requirements
6 months* One-point check, at ice point or some
other appropriate temperature.
THERMOMETER –
(Electronic, digital and platinum 3 years By a ‘competent calibration body’ as
resistance) defined in clause 2.1 of this document
(a) Accuracy equal to or better 1 year* Calibrate against reference time standard
than 0.5 second in accordance with relevant calibration
standard.
(b) Accuracy not better than 0.5 3 months* Check against time given by radio time
second (RTHK) signal for at least half an hour.
VACUUM GAUGE
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 47 of 60
AGGREGATES
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 48 of 60
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 49 of 60
BITUMINOUS MATERIALS
CENTRIFUGE
(for extraction of binder) 1 year* Check the operating speeds using a
calibrated tachometer
MARSHALL TESTING
MACHINE
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 50 of 60
CEMENT FINENESS
TESTING APARATUS
CHLORIDE ION
PENETRATION TESTER
(c) Reagent NaCl and NaOH Freshly made* Reagents to be at least of analytical
grade
COMPRESSION TESTING
MACHINE
(b) Load verification 6 months or after relocation of the By a ‘competent calibration body’ as
machine (Note: An additional check defined in clause 2.1 of this document
at 3 months shall be performed if and in accordance with requirements in
the two previous checks have BS 1610, BS EN 10002, BS EN 12390-4
indicated a change of machine or other equivalent standards
grading)
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 51 of 60
COMPRESSION TESTING
MACHINE
(Cont’d)
CREEP TESTING
APPARATUS
(Load verification with a Before each test if last calibration By a ‘competent calibration body’ as
servo-controlled system) exceeds one year defined in clause 2.1 of this document
CURING TANK
(CUBE OR OTHER SAMPLE) 6 months* Check the efficiency of circulation and
temperature distribution at 60%
capacity, with different reference
thermometers at minimum 9 points at the
same time.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 52 of 60
CUBE MOULD
SLUMP
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 53 of 60
STEEL
BENDING TESTING
MACHINE
(a) Coating thickness gauge 1 year* By use of a reference device with known
thickness in accordance with relevant
standards
EXTENSOMETER
(for rebars and structural steel) 1 year By a ‘competent calibration body’ as
defined in clause 2.1 of this document
and in accordance with requirements in
BS 3846:1970, BS EN ISO 9513 or
other equivalent standards
EXTENSOMETER
(for coupler and strand)
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 54 of 60
IMPACT TESTER
TENSILE TESTING
MACHINE
(b) Load verification 6 months or after relocation of the By a ‘competent calibration body’ as
machine (Note: An additional check defined in clause 2.1 of this document
at 3 months shall be performed if and in accordance with requirements in
two previous checks have indicated relevant standards
a change of machine grading.) .
TORQUE WRENCH
(For checking of power-operated 1 year By a ‘competent calibration body’ as
and hand-operated friction bolts) defined in clause 2.1 of this document
and in accordance with requirements in
relevant standards
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 55 of 60
APPENDIX F
The recommended calibration requirements for equipment used in toy testing are detailed
below.
(a) Portable spring type with dial One year (complete)* Check the dial gauge mechanism for
gauge Six months* repeatability of zero with fast and
(repeatability of zero) slow movement in tension and
compression, or clockwise and
(b) Non-portable spring type with Two years* (complete) anticlockwise directions where
dial gauge Six months* appropriate
(repeatability of zero)
FIXTURES
including accessibility probes, Initial calibration for dimensional
small parts cylinder, bite test compliance *
clamp, rattle test fixture, flexure
tester, compression test disc, tyre Yearly inspection for damage and
removal metal hooks, metal wear *
cylinders, straight rods, pins, steps
construction for tumble tests, etc.
Issue No. 8
Page 56 of 60
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 57 of 60
APPENDIX G
Laboratory shall have a documented and recorded programme of preventive maintenance and
calibration, which, at a minimum, follows the manufacturer’s recommendation.
The table in this Appendix sets out recommended maximum periods between successive
calibrations/performance checks for medical and biological testing equipment that are not
covered in Appendix A where general recommendations for equipment common to all Test
Categories such as temperature measuring devices, balances, weights, timers, autoclaves, gas
sterilizers, ovens, centrifuges, piston operated volumetric apparatus (micropipettes), etc, are
given.
It must be stressed that these periods are generally considered to be the maximum appropriate
in each case providing that the other criteria as specified below are met:
that the equipment is of good quality and of proven adequate stability, and
that the laboratory has both the equipment capability and staff expertise to
perform adequate internal checks, and
Where the above criteria cannot be met, appropriately shorter intervals may be specified.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 58 of 60
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 59 of 60
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.
HOKLAS SC-02
Issue No. 8
Page 60 of 60
#
Reference:
AS 3864.2 - 2012 Medical refrigeration equipment - For the storage of blood and blood
products Part 2: User-related requirements for care, maintenance, performance verification
and calibration.
Items marked * in the table are those which can be carried out by the staff of a laboratory if it is suitably
equipped with calibrated reference equipment, and where applicable, a suitably controlled environment, and the
staff is competent to perform such calibrations.