Custody Transfer System Pre-Transfer Verification

Inspection template for pre-transfer verification of custody transfer systems, including primary level gauge checks, temperature and pressure sensor verification, ullage and trim corrections, and documentation of periodic accuracy checks before product movement.

Inspection Details

• Transfer asset, tank, or line identified
  Record the custody transfer system, tank number, line ID, or meter run being verified.
• Inspection date and time recorded
  Document when the pre-transfer verification was completed.
• Inspector name and role recorded
  Enter the inspector's name and job title or qualification level.
• Applicable SOP or work order referenced
  Record the procedure, work order, or transfer authorization used for this inspection.

Primary Level Gauge Verification

• Primary level gauge installed and readable
  Confirm the primary level gauge is present, legible, and not obstructed.
• Gauge reading matches expected product level within tolerance
  Record the observed level and confirm it is within the approved tolerance for the transfer condition.
• Gauge zero/reference point verified
  Confirm the gauge reference point or datum has been verified against the approved standard.
• Gauge condition free of damage, leakage, or binding
  Inspect for physical damage, leaks, sticking, or other defects that could affect measurement accuracy.

Temperature and Pressure Sensor Verification

• Temperature sensor reading within expected range
  Record the temperature reading and compare it to the expected product condition or reference instrument.
• Pressure sensor reading within expected range
  Record the pressure reading and compare it to the expected operating condition or reference instrument.
• Temperature sensor calibration status current
  Confirm the temperature sensor is within its calibration interval or has current verification status.
• Pressure sensor calibration status current
  Confirm the pressure sensor is within its calibration interval or has current verification status.

Accuracy Checks and Corrections

• Periodic accuracy verification completed
  Confirm the required periodic accuracy check was performed against the approved reference or proving method.
• Ullage correction applied correctly
  Confirm ullage or empty-space correction was calculated and applied according to the approved procedure.
• Trim correction applied correctly
  Confirm trim correction was calculated and applied for vessel or tank attitude as required by the procedure.
• Measurement variance documented and reviewed
  Record any discrepancy between reference and field readings, including corrective action or escalation if needed.

Transfer Readiness and Compliance

• No active deficiency or non-conformance affecting transfer
  Confirm there are no unresolved deficiencies, critical items, or non-conformances that would prevent transfer.
• Required measurement instruments within current calibration interval
  Verify all primary measurement instruments used for the transfer have current calibration or verification status.
• Lockout-tagout or maintenance hold cleared, if applicable
  Confirm any maintenance hold, lockout-tagout, or isolation status has been cleared before transfer authorization.