Yacht appraisal procedure
Below you will find a brief overview of the classic procedure for a boat or yacht survey.
For a report with a full scope of inspection, the duration of the inspection for boats from approx. 40 feet usually extends over two days.
Procedure An appraisal
Phase 1
Hull inspection
The inspection of the hull usually marks the start of the survey and, in addition to checking the underwater vessel, also includes an inspection of all on-board passages as well as the steering and propulsion system.
If a moisture measurement is also to be carried out, it is advisable to store the boat in dry dock for at least 3 to 4 days beforehand in order to ensure usable measurement results.
Phase 2
Deck and superstructure
The next step is to inspect the deck and superstructure, as well as all the hardware in these areas – from the anchorage and navigation lighting to the railing.
At this stage, particular attention is also paid to the hull-deck connection, as this plays a particularly critical role in the structural load-bearing capacity of a boat.
Phase 3
Machines and on-board systems
Then it’s on to the heart of every boat: the engine system including the associated peripherals.
In addition, all structural components such as stringers, sheets and cradles are also checked during this phase.
Phase 4
Interior and comfort systems
The next step is to inspect the entire interior and all comfort and cockpit systems.
If desired, a thermographic inspection of the electrical equipment (switch box, etc…) can also be carried out during this phase.
Phase 5
Sea Trial
If the boat is guaranteed to be seaworthy up to this point, the sea trial follows.
A detailed schedule of various maneuvers (such as the “back-down” test and “wide open throttle test”) is defined with the skipper to ensure that all critical systems are loaded accordingly to check that they are functioning properly.
Of course, the schedule may deviate slightly from this sequence from case to case.
As a rule, however, this procedure has proven to be very effective, especially as it allows any deficiencies and suspicious facts to be identified in advance and then special attention to be paid to them during the stresses and strains of the sea trial.
Checklist for the assessment
To ensure a smooth process for everyone involved, you will find below a list of all the organizational matters that need to be clarified in the run-up to the viewing.
We will of course be happy to support you through all these steps.
Obtain consent from the owner
Of course, every appraisal first requires the owner’s consent.
Responsibility: Client, broker
Clarify insurance cover
If a test drive is to be carried out, it must be ensured that the boat has valid hull cover.
Responsibility: Client, broker
Organize skipper
In the event that neither the client nor the owner are present during the sea trial, a skipper authorized by the owner is required.
Responsibility: Client, broker, owner
Arrange crane or slip appointments
Please note that in the event of a moisture measurement, the boat should be taken out of the water at least 3 days before the assessment.
Responsibility: Client, broker, owner
Planning and unplanning
All-water or winter persennings must be taken down before the survey and then re-planned.
Responsibility: Client, broker, owner
Ensure access and paperwork
Make sure that all the necessary keys (access, engines) are available for the inspection.
In the case of a test drive, also provide the necessary registration documents.
Responsibility: Client, broker, owner