Fluid Transfer Permit Audit

Verify FTP Compliance & Safety Requirements

🛢️ FLUID TRANSFER SAFETY

📋 Audit Information

Name of Auditor *

Date *

Company *

Location *

📄 Permit & Documentation

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

Audit Question	Yes	No	Needs Improvement	N/A
Fluid Transfer Permit filled out correctly & completely
Hazards adequately addressed for fluid type being transferred
THA completed and hazards identified correctly

🔧 Equipment & Lines

Audit Question	Yes	No	Needs Improvement	N/A
All lines physically walked down prior to transfer
Valve alignment verified & appropriate for job
Rated whip checks used at all connections
Lines inspected prior to beginning transfer

⚠️ Safety Measures

Audit Question	Yes	No	Needs Improvement	N/A
Bonding/grounding connections in place for flammables
Drip pans/duck ponds under every connection

👥 Communication & Staffing

Audit Question	Yes	No	Needs Improvement	N/A
Effective communications between all involved parties
Enough staff for task without environmental or safety risks
SIMOPS which impact safety or environmental aspects reviewed

💡 Observations & Improvements

Opportunities for Improvement or Good Jobs Observed

📷 Photo Documentation

Photo (Optional)

📷 Tap to take or upload photos

Document transfer setup, connections, or findings