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Survey Preparation Lists

I OWN THE VESSEL

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It is time for the survey!  Here is a list of important items to think about before the survey date on your own vessel CLICK HERE for PDF Version:

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1.  If you are having a full survey, In and Out of the water, you will need to make arrangements for the vessel to be hauled for the survey during the scheduled time.  Some marinas may require the boat to be blocked for the survey.

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2.  Ensure that the vessel is ready for a sea trial (fueled and the owner or someone authorized to drive the vessel must be present)

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3.  If the boat has a lot of personal gear on board it will make it more difficult to see the interior structure on the vessel.  You may want to have someone there to help move items and reinstall for easy viewing so i can continue on with the survey

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4.  Have all of your USCG equipment together for inspection (PFD's, throw cushion/ring, flares, sounding devices, fire extinguishers etc.

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5.  Have all necessary paperwork available for review (Documentation Certificate or Registration)  If a trailer is to be inspected, be sure to have the registration available.

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6.  The purchaser of the survey should be present during the survey and is encouraged to do so.

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Remember that when you retain me for a survey, I work for you and no one else. The survey will only be given to you unless you authorize me to give it to others such as an insurance or finance company.

I AM PURCHASING THE VESSEL

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If you are working with a Broker or Salesperson to purchase a vessel, here is a list of important items to think about before the survey date.  CLICK HERE for PDF Version.

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1.  If you are having a full survey, In and Out of the water, you will need to make arrangements for the vessel to be hauled for the survey during our scheduled time.  In most cases this is at the expense of the purchaser.  Some marinas may require the boat to be blocked for the survey.

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2. Ensure with your salesperson that the boat is ready for a sea trial (fuel and someone is authorized to drive the vessel--most times this is the salesperson/broker)

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3.  When you were looking at the boat was it extremely cluttered and compartments full of gear?  If so it will make it more difficult to see the interior structure on the vessel.  You should consult with the salesperson to make sure the seller is ok with items being moved for better visibility.

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4.  The purchaser of the survey should be present during the survey and is encourage to do so.

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5.  Ensure that the salesperson has the appropriate documentation or registration on the boat.

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Remember that when you retain me for a survey, I work for you and no one else.  The survey will only be given to you unless you authorize me to provide it to the Broker/Salesperson or Finance Company.  The survey is to provide you useful information to make an educated purchasing decision.

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