Fluid Transfer Permit Audit

Verify FTP Compliance & Safety Requirements

📋 Audit Information

Name of Auditor *

Date *

Company *

Location *

📋 Permit & Documentation

ℹ️ Pre-Transfer Requirements: Ensure all permits are complete and hazard assessments are documented before fluid transfer operations begin.

Fluid Transfer Permit filled out correctly & completely *

YesNoNeeds ImprovementN/A

Hazards adequately addressed for fluid type being transferred *

YesNoNeeds ImprovementN/A

THA completed and hazards identified correctly *

YesNoNeeds ImprovementN/A

🔧 Equipment & Lines

All lines physically walked down prior to transfer *

YesNoNeeds ImprovementN/A

Valve alignment verified & appropriate for job *

YesNoNeeds ImprovementN/A

Rated whip checks used at all connections *

YesNoNeeds ImprovementN/A

Lines inspected prior to beginning transfer *

YesNoNeeds ImprovementN/A

🛡️ Safety Measures

Bonding/grounding connections in place for flammables *

YesNoNeeds ImprovementN/A

Drip pans/duck ponds under every connection *

YesNoNeeds ImprovementN/A

📡 Communication & Staffing

Effective communications between all involved parties *

YesNoNeeds ImprovementN/A

Enough staff for task without environmental or safety risks *

YesNoNeeds ImprovementN/A

SIMOPS which impact safety or environmental aspects reviewed *

YesNoNeeds ImprovementN/A

💬 Observations

Opportunities for Improvement / Comments

Photos (take a picture or pick from your library, as many as you need)

Photos and PDFs, 15MB max each. Attachments lock when the form is submitted.