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Survey Preparation

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 are neat and 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 task to make the necessary arrangements.

When signing a Purchase Agreement, which is subject to the results of a survey, we advise you to allow at least one week after the signing to complete the survey and 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
  • Owners' manuals and service records are on board
  • Broads Authority Documentation is on board
  • An original Bill of Sale will help to establish the boat Owner and whether there is more than one Owner
  • Arrangements for hauling or launching have been made with the boat yard or marina.  
  • Arrangements have been made for a sea trial:
    • The boat must be operated by the Owner or his authorized representative.
    • 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. 
  • Keys or lock combinations are available as well as the ignition key
  • Winter covers have been removed; properly surveying a boat laid up for winter under a cover is nearly impossible
  • DC power is available, 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

I encourage my Clients to attend the survey, but otherwise the number of persons should be limited to those who are needed to operate the boat. During the survey I need uninterrupted time to inspect, review and evaluate, and I need to finish my work before I can share important initial findings with the Client. Please note that the survey is not complete until you have received the written Survey Report.

The survey findings will be discussed with you, the Client only, not with the boat Owner or the Broker.

***Please note that the buyer is responsible for the hauling or launching charges.

 

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