2.4.1 Petroleum Loading & Unloading
Before Loading Transport Vehicle
Walk-around inspections: a driver must conduct a walk-around inspection of the transport vehicle prior to entering the terminal loading rack each time before loading. You must visually check for any unusual odors, noise, or physically defective equipment, such as missing or loose lugs/studs, broken springs, overheated tires, misalignment of axles, leaks, smoke, etc.
Before loading, set your product dials on the trailer for each compartment. Verify that every compartment is empty by checking the sight glass at each loading head and tapping on the side of the tank. If you load product on top of product creating a mix, you will be charged with the incident (See Driver Safety Bonus (DSB) Plan).
Bottom Loading Procedure
- Stop the transport at the loading rack stop line. TWF ACTION: Select ARRIVE
- At the stop line, turn off all lights, radio, and other electrical equipment. (Follow all other posted local terminal procedures).
- Check your tires and suspension for broken springs.
- If the rack is not clear, set your tractor brakes, trailer brakes, and shut off the engine.
- When the rack is clear, pull forward and spot the truck for loading.
- Re-set the tractor and trailer brakes unless specifically required otherwise by the terminal.
- Shut off the engine.
All required PPE should be worn, as required. while at the loading facility.
Under NO circumstance should the driver leave the loading area unless there is an emergency.
No one other than the driver is to be in the loading area except an authorized instructor training the driver or an authorized person from Reliable Tank Line/Quality Oil Company with a specific, work-related purpose. Drivers should direct their attention to the loading process at all times. Drivers should not conduct any activity that would divert his/her focus from the task at hand. Examples include eating, drinking, reading, writing, using, or playing on cellular devices.
REFER TO: BRAKE POLICY - KSP 1.01
- Raise the load bar and check the trailer loading system.
- Connect the loading terminal’s Scully cord to the Scully connector on the trailer.
- Connect the vapor recovery hose and close both cam-lock (“ears”) levers completely on the hose.
- Open the fitting box; open the internal valves and check the air gauge. Check your site glass and tap on the tank to verify no product on the truck. If the site glass is not clear, there is product on the truck, do not load – call dispatch to proceed.
- Check for permissive green light. If the green light does not come on, proceed to check your system prior to checking with terminal management.
- Connect the appropriate loading arms.
When connecting a loading arm coupler to the loading head, slide the collar of the adapter before actuating the lever, which locks the collar and opens the valve. Do not force the collar on with the lever cam. This damages the lever arm and shear pin.
- Card in, select correct supplier(s) & product(s) and preset pumps for the proper gallons for each compartment. Know the capacities of all compartments on the trailers. The preset amounts must never be greater than the legal/safe fill capacity of the compartment being filled.
- Attach appropriate loading arm to the correct loading head on the trailer.
- Verify product, preset amount and loading arm connection to the correct trailer compartment.
- Press the start button.
- Verify that the delivery counter is working properly.
- Verify that there are no leaks.
If you realize that you have started loading the wrong product or detect that something is wrong – stop loading immediately and call dispatch for further instructions. EXAMPLE – if loading ULSD and you see dye being added, you may be loading the wrong product. Stop immediately and do not continue to load in that compartment, the fuel is contaminated with dye and cannot be legally used on the highways. Call your dispatcher and seal that compartment with a MIXED PRODUCT ID tag.
Observe the slow-flow shutdown of all meters. If the slow-flow does not engage at 75-50 gallons, stop flow immediately by pressing the stop button on the pre-set. Do not bypass slow-flow.
After each compartment is loaded, close the internal valve for that compartment. When a compartment is filled beyond safe-fill capacity, the loading rack high level control monitor will not permit further loading. If additional loading is necessary, the driver must follow local procedures for draining product (which will include notifying terminal management) so that the loading rack high-level control monitor returns to a permissive state. On units equipped with an on-board overfill indicator, it may be necessary to press a reset button to get a green light on the rack monitor.
- After loading is complete, disconnect and stow loading arms.
- Make sure drop adapters are securely re-fastened to the loading heads and sealed using the seals on your truck (as required). Mark the product loaded in each compartment: Yellow = Diesel, Red = Premium, Brown = Kerosene, Green = Dyed Diesel. Product seals/markers for these products should be applied to each compartment as soon as they are finished being loaded.
- Close the fitting box doors and secure.
- Disconnect the vapor recovery hose. Secure the vapor hose to its holder on the rack.
- Disconnect the Scully cord and secure.
- Lower the load bar.
- Immediately look down the right side of the trailer to ensure that all loading equipment has been disconnected and stowed in its proper position.
- Move unit from the loading rack to designated parking area as required by terminal policy.
- Set the tractor and trailer parking brakes.
- Shut off the engine.
- Collect Bill of Lading (BOL) and all other necessary documents. This procedure may vary for each loading terminal.
IMPORTANT: Report any spills or loading rack equipment malfunctions to terminal management and dispatch.
GENERALLY: Walk into the terminal office and check shipper Bill of Lading. Make sure all applicable information is correct by checking the destination, product, and supplier. If you find an error has been made, corrections can often be made BEFORE you leave the loading terminal. If a destination state is incorrect and cannot be changed by terminal employees, the driver is responsible for notifying their dispatcher to obtain a diversion number prior to departing the loading terminal. Once a diversion number is obtained it must be recorded on ALL paperwork prior to delivery.
- Prior to departure, update ELD HOS records with new Shipment (BOL) information, plus TWF ACTION: Select DEPART
NOTE: You must become familiar with each loading facility’s rules and regulations to complete this process correctly.
General Delivery Procedures
The driver’s main responsibility is to always conduct him/herself in a safe, professional manner when making a delivery. Staying alert to any possible dangers and always practicing spill prevention techniques is a part of your everyday responsibility.
You will be delivering products to many different locations, each having its own unique characteristics. The following is a general guideline that will assist you in making a delivery.
Prior to Unloading
- Verify you are at the correct location.
- Correctly position the truck for delivery.
- Set the tractor and trailer brakes and place unnecessary lights in the off position. TWF ACTION: Confirm ARRIVE in Tanker Workflow and enter BOL information on the PICKUP Screen prior to exiting cab.
- Shut down the engine. Take key out of the ignition switch.
REFER TO: BRAKE POLICY - KSP 1.01
NOTE: Drivers are to wear appropriate PPE whenever required.
- Lift the load bar while conducting a safety walk around inspection. Check for any unsafe mechanical condition-such as hot brakes, flat tire, etc.
- Check the expiration date of the UST permit and document on the trip ticket if applicable (if you are delivering into an underground tank). If the UST permit has expired, you need to contact dispatch before unloading product.
- Prior to delivery, during normal business hours for the customer, obtain delivery tank inventory report (“Veeder-Root” printout) if available.
- Position safety cones around the unloading area where there is public traffic access: BOTH vehicular and pedestrian traffic.
- Identify correct storage tank using color code system (Refer to: APPENDIX A-4: API Color Symbols System)
Steps to take when you cannot identify by the API color code system:
- Stick the product and identify the odor
- Stick the product and identify the texture
- Stick the product and identify the appearance
- What products are sold at the pump island?
- Look at the drop holes for identification bands of products around the filler neck or on the ground around the fill well.
- Check with the store personnel
- Never guess. If you are still unsure, call dispatch before dropping. Again, NEVER guess.
It is imperative that we take every precaution against cross-dropping of products, especially gasoline and distillates. If there is a cross-drop involving gasoline and a distillate, it will be viewed as a preventable incident in all cases. If you follow unloading procedures, there will not be an excusable reason for cross-dropping gas and distillates. These mistakes are very costly and dangerous to you, the company, and the customer.
- Apply a 2” swipe of Sar-gel water detecting paste up from the bottom tip of the measuring rod and stick the tank that will be receiving product. If you are unsure that there is enough space in the tank for the product on your truck or if any amount water is detected by the water paste, stop, call dispatch for instructions.
Drop Delivery
Make sure that all tanks are securely capped except for the tank receiving product. This particularly applies to multiple tanks for the same product, which are commonly hooked/manifolded together. Remote fills and stick holes must be securely capped when dropping product. If caps are broken, call dispatch. If a tank prematurely fills, the product can escape through these openings.
REFER TO: GAS AND DIESEL DELIVERY POLICY - KSP 1.05
NOTE: Kerosene and diesel products must be unloaded from the truck first.
- Select the proper fitting and hose to make the delivery. Connect the hose to the elbow at the tank first and then connect to the trailer. This will prevent you from accidentally releasing the product from the trailer before all connections are secure. Gas applications must have a vapor recovery hook-up in addition to the product. Always connect vapor recovery hose to ground coupling first before connecting to the trailer.
REFER TO: VAPOR RECOVERY POLICY - KSP 1.04
- Verify that you are hooked to the correct tank and compartment before starting the flow of product. Never move the unit while the hoses are connected. A maximum of 2 compartments are to be dropped at a time.
- Open internal safety valves (belly valves) for the compartments which are connected by hose to the underground tanks. All other valves shall remain in the closed position.
- Carefully open the discharge valve, always checking for leaks.
Driver must always remain attentive to the unloading process within twenty-five (25) feet of the discharge valves and have an unobstructed view of the vents overfills, lids, etc.
NOTE: Drivers should not use any electronic devices while unloading.
Delivery Completed (Prior to Departure)
- Verify that the trailer compartments are empty by checking the sight glass at each loading head and tapping on the side of the tank. You should also check air pressure using the internal gauge box.
- Close all safety and discharge valves verifying the valves that were opened to drop product, remained in the open position throughout the delivery. These valves can shut prematurely before the compartment is empty.
- Disconnect product delivery hose(s) from trailer first and walk-out any residual product from delivery hose(s) and fitting(s) into customer’s tanks.
- Disconnect vapor recovery hose(s) from trailer first and walk-out any residual product that may be in the hose and fitting(s) into the customer’s tanks.
- Return all hoses and fittings to the unit.
- Apply a 2” swipe of Sar-gel water detecting paste up from the bottom tip of the measuring rod and stick the tank for an ending reading and record on the trip ticket the fuel level and presence of water (if any).
- Secure all storage tank top caps and access covers/lids.
- Return all safety cones and other items used to the unit.
- Complete paperwork – noting any incorrect markings on tanks, broken caps, or vapor recovery problems. Verify that all products and gallons were properly delivered and accounted for.
- TWF ACTION: Enter beginning and ending readings on the Tanker Workflow DELIVERY screen and manually DEPART the stop.
- TWF ACTION: Before departure, START next load when prompted by Tanker Workflow.
IMPORTANT: Never back out of a customer's location, UNLESS there is NO OTHER way out.