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Preparing Your Boat for a Marine Survey
To perform a proper marine survey, the surveyor needs a boat that is ready for an inspection. If your boat isn't properly prepared for the survey, the surveyor may not be able to inspect certain parts of the boat, or if delays occurs, the surveyor may charge additional fees.
 A marine surveyor will want to see the boat out of the water to inspect the keel and bottom of the hull
- Have the owner or broker at the boat, on time, prepared to start the boat, run the engine, and pilot the boat. The marine surveyor does not drive the boat.
- Have readily available all keys to the engine, the cabin, the engine room, and all cabinets and storage lockers.
- Clean the boat as thoroughly as possible, and remove all personal items, or at least as many as possible.
- Notify marina or ship yard ahead of time, and have them standing by to haul the boat out of the water, if the boat isn't already out. Make sure the marina has the name and phone number of the surveyor and the seller.
- If the boat is docked or otherwise stored at a private residence, make sure the owner of the property is aware of the survey. Any locked fence gates need to be unlocked, and dogs or other animals should be kept out of the way.
- Have all ship's papers — registration, documentation, manuals, and owner's guides — on board and readily available.
- Make the decision ahead of time if the boat will have a bottom cleaning during the haul-out, and notify the marina.
- Make sure the batteries are fully charged and that shore power is available for testing electrical systems.
- Have phone numbers available for the seller, the buyer, the listing and selling broker, and the surveyor — even those who are supposed to be present for the survey. If there are any delays or schedule changes, you'll need to be able to notify the appropriate individuals.
- Limit the number of people who will be present during the survey.
- Learn ahead of time, as accurately as possible, the transit time from where the boat is located to the marine or shipyard where it will be hauled. Let the surveyor know of the estimate time.
Survey Checklist
- Date and time scheduled and confirmed with marine surveyor
- Payment arrangements confirmed with marine surveyor and marina
- Location of boat, and location of actual survey, confirmed with surveyor
- Survey permission from boat owner, and date and time of survey confirmed with owner
- Marina or shipyard notified of survey date and time, haulout, and any work that will be done during haulout.
- Batteries charged and ready
- AC shore power available
- Fuel in fuel tanks
- Engines tested and ready, keys available
- Water in water tanks, water system tested
- Heads checked and ready for inspection
- Bilges cleaned and dried
- Personal gear removed
- Lazarettes, storage lockers, and all other storage areas emptied
- Navigation lights, compass, electrical systems tested and ready
- Required safety gear on board and tested, including PFDs, sound signalling devices, visual distress signals, and fire extinguishers
- Bilge pumps tested and ready
- Anchor and rode on board and ready for use
- Required plaques, notifications, and informational materials on board: No Oil Discharge plaque, No Pollution plaque (over 26'), Inland Navigation Rules (over 39'4"), Waste Management Plan (over 40')
- Additional services scheduled and confirmed with marina, surveyor, or others — bottom job, rigging inspection, oil analysis, engine and machinery survey, etc.
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