Preparing a boat information file before haul-out

You do not need a complete technical file to make the first enquiry. Organising what you know, and clearly identifying what is missing, helps the team assess the boat and plan the checks needed. This checklist is not a lifting procedure. Arrival arrangements and lifting requirements must be confirmed for the individual boat.

1. Bring the boat details together

Start with the boat type, make and model. Give length, beam and draft where known, and always state whether measurements are in metres or feet. If a figure comes from a document, note its source. Keep approximate figures clearly separate from confirmed measurements.

• Length, beam and draft, with units
• Known weight and the source of that figure
• Hull and keel configuration
• Significant modifications made to the boat

2. Leave unknown lifting information unknown

Keep any manufacturer’s guidance on lifting points or sling arrangements available. Records or photographs from a previous haul-out may help explain the boat, but a previous operation is not automatic approval for a new one. If weight or lifting details are unknown, say so. Any checks required should be identified before the operation is arranged.

3. Separate time ashore from the work list

The lift-out date, period ashore and target relaunch date are three different pieces of information. List maintenance tasks separately as well. This makes it easier to distinguish lifting, storage, materials, work and relaunch in the proposal.

• Preferred lift-out date or a flexible date range
• Approximate length of stay ashore
• Maintenance and inspection requests
• Target date for using the boat again

4. Confirm the arrangements before arrival

Identify who will bring the boat and give a contact telephone number. Check which operations and periods are included in the proposal. Wait for confirmation of the day, preparation requirements, handover and return-to-water arrangements before moving the boat. Mention any problem affecting its movement before arrival is planned.

Use the information you already have for the first enquiry. Mark missing items as unknown. Manufacturer’s documents, measurements or further inspections can be identified as the next step rather than replaced with guesses.