Preparing a Boat for a Survey
After an initial contact, we will e-mail you a
Survey Agreement 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
When signing a Purchase and Sale Agreement, which is subject to the
results of a survey, we advise you to allow at least 3 weeks after the
signing for conducting the survey before closing.
The following check list may come in handy when
preparing the boat for a survey:
- The Owner or his/her representative
has given (written) permission for the survey.
- The Broker’s listing has been made
available to the surveyor (Pre-Purchase Surveys only).
- Owners’ manuals and service records
are on board.
- State Registration or Federal
Documentation is on board.
- 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 only)
- Arrangements for hauling or launching
have been made with the boat yard or marina (Pre-Purchase surveys
- 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
- The owner must have the boat
- Sufficient fuel must be on
- The engines must be ready.
- Keys or lock combinations are
available as well as the ignition key.
- Winter covers have been removed;
surveying a boat laid up for the winter under a cover will impose
limits on the scope of survey.
- AC shore power is available and
batteries are fully charged.
- Water tanks are sufficiently filled to
test water systems Electronics are installed.
- Toilets are ready.
- Bilges are dry and clean.
- Bilge pumps are operational.
- 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.