Ok, you’ve scheduled a Survey. What do you need to do to prepare? Use this checklist to get your vessel ready!
- The owner has given Written Permission for the survey.
- Keys for ignition and locked spaces will be made available.
- Contact Information is available for both Buyer and Seller (if applicable.)
- The following Documents will be onboard and available:
- State Registration and/or USCG Documentation will be aboard and current.
- If available, previous records should be present. i.e. Former Titles
- Owner/operator Manuals for engine(s), machinery, systems, and electronics.
- Vessel Log and/or Service Log.
- The vessel should be Clean and Neat.
- All hatches and lockers should be made Accessible and free of non-related objects.
- All equipment being sold with the vessel should be made available at the time of survey.
- Both DC and AC voltages should be made available.
- Inform the Boatyard or Marina management of the survey date and surveyor’s name.
- Schedule an Appointment with the hauling yard to haul the vessel on the day of the survey (if applicable).
- Pro-Tip: Consider the time passed since the vessel’s last haulout. Ascertain if new zincs or bottom paint are required. Coordinate accordingly.
NOTE: Haul-out fees are separate from the cost of the marine survey.
- If the vessel is on residential property, Coordinate the survey date with the residence owner and provide the surveyor’s name.
- Sewage holding tank is empty.
- Water tanks are filled for system test.
For a Sea Trial, please complete the Primary Survey Checklist and the following:
- The boat is adequately Insured.
- The owner or his authorized representative will operate the boat and there will be sufficient crew onboard to operate the boat. The surveyor will not operate the vessel.
- All USCG required Safety Equipment is on board and is in working order.
- There is Sufficient Fuel on board and engine(s) is/are operational.
- Batteries are installed, accessible, and Fully Charged.
- Electronics are installed.
- Toilets are ready for use/testing.
- Bilges are dry and clean and bilge pumps are operational.
- All sea valves are operational.
- For Sailboats, running rigging is operational and sails are onboard and ready to hoist during sea trial.
- Attendance of family and friends is strongly discouraged.
- Boat covers have been removed and canvas (dodger, bimini) is deployed.
- Do Not start engine(s) for 24 hours before the surveyor’s arrival.