Technical Consultancy Checklist
A free operational checklist for anyone considering the purchase of a used boat.
A preliminary support tool to approach the visit and survey with documents, questions and priorities already organised.
What is included
- Documents to request before the visit
- Questions for the seller
- Preliminary checks
- Haul-out and sea trial
- Questions for the marine surveyor
- Defect and priority log
Who it is for
Used-boat buyers who want to prepare more effectively for the phase preceding the technical survey.
How to use it
Use it before and during the visit to record information, defects and questions to discuss with professionals.
Frequently asked questions
Use it before appointing a marine surveyor and, where possible, before the first detailed viewing. It helps collect documents, prepare seller questions and identify points to raise with the professional.
It can also help compare several candidate vessels, provided you keep a separate record for each unit.
It covers documents to request, questions for the seller, preliminary checks, preparation for haul-out and sea trial, questions for the surveyor, interpretation of priorities and recommendations, and a defect register.
It is designed to help you arrive at the survey with better organised information, not to make your own technical diagnosis.
No. It does not replace an independent marine surveyor, haul-out, sea trial, mechanical or systems inspections, or any specialist assessment that may be required.
The checklist helps define the scope and document observations; technical evaluation, responsibility and conclusions remain with the appointed professionals.
Yes, as a personal tool during the buying process. Create a separate copy or record for each vessel to avoid mixing findings.
The guide may not be resold, published or distributed as your own material.
Clicking “Download for free” downloads the PDF directly from the ONBOARD CLUB website.
Save a copy of the file on your device so you can also consult it offline.
No. A purchase decision depends on technical, documentary, financial, legal and insurance matters that must be assessed case by case.
The guide helps you ask better questions, organise evidence and identify which specialist checks are needed before deciding.