About Marine Surveys
Marine surveys can either be done in the water or on the hard (recommended and usually required by the insurance provider).
If the boat is on the hard things are somewhat simplified meaning that a haul out does not need to be scheduled and that the boat has likely been out of the water for some time, meaning that all below waterline areas have had time to dry out. This will make the taking of moisture readings much easier for the surveyor.
If the boat in at the dock then a haul out needs to be scheduled and co-ordinated with the surveyor. If it’s in a busy season, the yard will probably not want the lift tied up so an hour or so is all that you may get. This means that if the boat’s bottom has multiple layers of bottom paint the moisture readings will no doubt be in the elevated ranges. This can sometimes be a bit misleading but any competent surveyor should be able to easily get a read on the condition of the hull as it dries out. If there’s a breeze this should happen fairly quickly.
If the bottom has any amount of bottom growth (which it probably has) then it will need to be pressure washed. It needs to be clean for the inspection. All yards do this routinely as part of the fall haul out process so it should not be an issue. There will be an extra charge however. Bear in mind that that only the below waterline areas and equipment, hull topsides and transom require an out of water inspection and the remainder is easily performed in the water so an hour or so on the lift should suffice.
The next question is should the mast be up or down. Of course down is always better but not always possible. Surveyors such as myself will not usually climb masts so a “from the deck inspection” is in many cases the best that can be accomplished. Binoculars can help but are not really a substitute for a thorough inspection that is possible with the mast de-stepped and on a rack.
Next up are the decks, cabin superstructure and cockpit. Again dry surfaces are the key so any standing water (from recent rain) needs to be removed and the surface dried. Inside the cabin should be cleared of all non-essential gear. This makes access for easier to lockers which is essential for inspection of the hull interior structure
essential gear. This makes access for easier to lockers which is essential for inspection of the hull interior structure and components. All on-board systems should get power up tests so battery and shore power should be made available. Any included but not installed equipment such as tenders, outboard motors etc. should be made available for inspection.
Sails are another item that may prove difficult to inspect. I myself usually require that the owner open and re-flake the sails themselves as I will not spread sails out in wet or dirty environments due to possible damage. Bear in mind that in many cases even this will only show that the sails are in one piece and a sea trial on a windy day is usually necessary for a proper evaluation.
Engine evaluations can also sometimes be an issue. Some surveyors can handle this aspect of the process themselves but many will refer you to an experienced service technician. Inspections can be difficult if the boat is in the hard because in order to run the engine for any length of time cooling water will need to be supplied to the engine or damage can occur. This is another aspect of the process that is more easily performed in the water in conjunction with a sea trial.
As for the aforementioned sea trial this is part of the survey and vessel evaluation process that is often overlooked. Remember that a considerable amount of your hard earned cash is on the line here and this is not the place to skimp. In many cases systems and components can only be evaluated while under actual operating conditions. I recommend that if at all possible a proper sea trial be included in the overall evaluation process.
As you can see proper a vessel evaluation and survey can be a complex process and with all the scheduling involved it can take some time. I get calls each year from buyers that have an accepted offer and need the survey completed “by the end of the week”. This can make things very difficult and sometimes impossible. Most surveyors have a turnaround time of 2-4 days for report completion alone. I always recommend to allow for at least 2 weeks to complete a proper evaluation.
Remember it’s your money so be patient.