Excess Flow Valve Installation Verification

Inspection template for verifying excess flow valve (EFV) installation eligibility, completion, and documentation on applicable gas service lines for annual reporting and compliance tracking.

Inspection Details and Service Line Identification

• Service location and customer account identified
  Enter the service address, customer account, or work order reference used to identify the gas service line.
• Service line work type confirmed
  Identify whether the work was a new installation, replacement, repair, or other service activity.
• Service line serves single-family residence or small commercial customer
  Confirm whether the service line falls within the customer classes typically subject to EFV installation requirements.
• Inspection date recorded
  Record the date and time of the field verification or record review.
• Inspector name and role recorded
  Enter the inspector's name, title, or role performing the verification.

EFV Applicability and Eligibility Review

• EFV applicability reviewed against applicable service criteria
  Verify that the line was evaluated for EFV applicability based on service type, customer class, and work scope.
• No documented exemption or exception applies
  Confirm that no approved exemption, exception, or documented non-applicability applies to this service line.
• EFV eligibility determination documented
  Record the final eligibility determination for the service line.
• Eligibility basis documented in record
  Describe the basis for the eligibility decision, including customer class, service work type, or exemption rationale.
• Supporting record reviewed
  Select the records used to verify EFV applicability and installation status.

EFV Installation Verification

• EFV installed on applicable service line
  Verify that an excess flow valve is installed on the applicable gas service line.
• Installation location matches approved design or standard detail
  Confirm the EFV location matches the approved installation detail, service configuration, or utility standard.
• Valve orientation and connection appear correct
  Verify the valve is installed in the correct flow direction and connected without visible defects, leaks, or improper fittings.
• Installation evidence captured
  Attach a photo showing the EFV installation or supporting field evidence.
• Installation completion date recorded
  Record the date the EFV installation was completed or verified complete.

Documentation, Reporting, and Records

• EFV installation status entered in system of record
  Confirm the EFV installation status has been entered into the utility's official record system.
• Annual reporting data field completed
  Verify the data needed for annual EFV reporting has been completed and is ready for aggregation.
• Deficiency or non-conformance documented when applicable
  Document any missing EFV, ineligible service, or record discrepancy as a deficiency or non-conformance.
• Corrective action assigned for unresolved deficiency
  Describe the corrective action, responsible party, and target completion date if a deficiency was identified.

Safety, Compliance, and Sign-Off

• Inspection completed without unresolved critical items
  Confirm there are no unresolved critical deficiencies remaining at closeout.
• Inspector signature
  Inspector signs to confirm the accuracy of the verification.
• Supervisor or compliance reviewer approval
  Optional supervisory sign-off for compliance review and annual reporting validation.