Preparing a Boat for a Marine Survey
After an initial contact, the marine surveyor will e-mail you a Work Order with terms and conditions and the scope of the survey. The Client must return a signed copy before we can perform a survey.
Good preparation of the boat prior to a survey will greatly enhance the quality of the survey performed. For instance, if good arrangements for hauling or launching have been made with the boat yard, or if lockers and storage compartments are cleared to make them accessible, more valuable time can be spent on the survey itself, rather than waiting for travel lifts or emptying out messy lockers.
If the survey being performed is a Pre-Purchase Survey, it is likely that a yacht broker is involved and it is his/her task to make the necessary arrangements.
When signing a Purchase and Sale Agreement, which should be subject to the results of a survey, we advise you to allow 2-3 before closing. This will allow you to schedule a survey, digest the results, and obtain financing if so desired.
The following check list may come in handy when preparing the boat for a survey:
1. The Owner or his/her representative has given (written) permission for the survey.
2. The Broker’s listing has been made available to the surveyor (Pre-Purchase Surveys).
3. Owners’ manuals and service records are on board.
4. State Registration or Federal Documentation is on board.
5. A copy of the original Bill of Sale will help to establish the boat’s current ownership and whether there is more than one Owner (Pre-Purchase Surveys)
6. Arrangements for hauling or launching have been made with the boat yard or marina (Pre-Purchase surveys only).
7. Arrangements have been made for a sea trial (Pre-Purchase Surveys only):
- The boat must be operated by the Owner or his/her authorized representative. The surveyor will never operate the boat.
- Depending on the size of the boat or if trials under sail are required, additional crew may be necessary.
- The owner must have the boat adequately insured.
- Sufficient fuel must be on board.
- The engines must be ready.
8. Keys or lock combinations are available as well as the ignition key(s).
9. Winter covers have been removed; surveying a boat laid up for the winter under a cover will impose limits on the scope of survey.
10. AC shore power is available and batteries are fully charged.
11. Water tanks are sufficiently filled to test water systems Electronics are installed.
12. Electronics are installed.
13. Toilets are ready.
14. Bilges are dry and clean.
15. Bilge pumps are operational.
16. Lockers are clear of gear.
We encourage the Client to attend the survey, but otherwise the number of persons should be limited to those needed to operate the boat. During the survey we need uninterrupted time to inspect, review and evaluate.
We may verbally inform the Client about some of the findings at the time of the inspection. These findings may need further reflection and research, and therefore the survey is not complete until the report has been prepared. The Client is advised not to enter into any purchase agreement until he/she has received the written report.
The findings will be discussed with you, the Client only, not with the boat Owner or the Broker.
**NOTE: Please note that the Client is responsible for any hauling or launching charges.
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