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Run: Custody Transfer System Pre-Transfer Verification

Pre-transfer verification checklist for custody transfer systems, covering gauge readings, sensor status, ullage and trim corrections, and transfer readiness...

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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 critical (required)

Document when the pre-transfer verification was completed.

Inspector name and role recorded critical (required)

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 critical (required)

Confirm the primary level gauge is present, legible, and not obstructed.

Yes No N/A

Gauge reading matches expected product level within tolerance critical (required)

Record the observed level and confirm it is within the approved tolerance for the transfer condition.

Note (optional)

Gauge zero/reference point verified critical (required)

Confirm the gauge reference point or datum has been verified against the approved standard.

Yes No N/A

Gauge condition free of damage, leakage, or binding critical (required)

Inspect for physical damage, leaks, sticking, or other defects that could affect measurement accuracy.

Yes No N/A

Temperature and Pressure Sensor Verification

Temperature sensor reading within expected range critical (required)

Record the temperature reading and compare it to the expected product condition or reference instrument.

Note (optional)

Pressure sensor reading within expected range critical (required)

Record the pressure reading and compare it to the expected operating condition or reference instrument.

Note (optional)

Temperature sensor calibration status current critical (required)

Confirm the temperature sensor is within its calibration interval or has current verification status.

Yes No N/A

Pressure sensor calibration status current critical (required)

Confirm the pressure sensor is within its calibration interval or has current verification status.

Yes No N/A

Accuracy Checks and Corrections

Periodic accuracy verification completed critical (required)

Confirm the required periodic accuracy check was performed against the approved reference or proving method.

Yes No N/A

Ullage correction applied correctly critical (required)

Confirm ullage or empty-space correction was calculated and applied according to the approved procedure.

Yes No N/A

Trim correction applied correctly critical (required)

Confirm trim correction was calculated and applied for vessel or tank attitude as required by the procedure.

Yes No N/A

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 critical (required)

Confirm there are no unresolved deficiencies, critical items, or non-conformances that would prevent transfer.

Yes No N/A

Required measurement instruments within current calibration interval critical (required)

Verify all primary measurement instruments used for the transfer have current calibration or verification status.

Yes No N/A

Lockout-tagout or maintenance hold cleared, if applicable critical (required)

Confirm any maintenance hold, lockout-tagout, or isolation status has been cleared before transfer authorization.

Yes No N/A

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