A complete surveying education, not a supplement to one. Twenty-one units across the profession, the method, the vessel, damage work and the output — ending in a measured calibration rather than an attendance certificate. It is built to stand in place of the residential and distance-learning qualifications, not to prepare you for them.
The course
Method and conduct first. The technical walk assumes your prerequisites are done.
Part A · The profession — Unit 1
Nobody buys an inspection. They buy a document they can act on.
A surveyor is not paid to look at a boat. Looking at the boat is the raw material. What the client buys, what the underwriter files, what the lender puts in the loan folder and what a court reads three years later is the document. If the document is vague, it does not matter how good the inspection was.
Write for four readers, in this sequence, because each one arrives later and knows less about the day:
| Reader | What they need from it |
|---|---|
| The client | What is wrong, what it will take to put right, and whether to proceed. |
| The underwriter | Only the safety and compliance items. They will read the summary and stop. |
| The lender | A value, and confidence that the value is supported. |
| A claims adjuster or attorney | Whether the condition that caused the loss was present, visible, and reported — on the date you signed it. |
The fourth reader is the one who matters most and the one nobody writes for. Every habit taught in this course exists because of that reader.
A conventional report buries findings inside descriptive paragraphs, then repeats some of them in a recommendations list at the back. Ours keeps a single finding register. Each finding gets an ID, and that ID never changes — not when the report is revised, not when an item is corrected, not when the numbering above it shifts.
We compared our format against a published survey by an accredited member of a recognised society. It is a competent report by industry standards. It also defines the word “appears” in its own glossary as meaning a close or complete inspection was not possible — and then uses it throughout the body as though it were a finding.
ESI does not use the word. A point you inspected and confirmed is verified. A point you inspected and could not confirm is unverifiable. A point you never got to is grey, with a reason. Three states, three different places in the report, no ambiguity to hide in.
That rule is not politeness. ESI carries dealer lines. The moment a report says “replace with a [brand] unit”, every finding in the document becomes arguable as sales copy. “Stabiliser system does not achieve the manufacturer's specified roll reduction at survey conditions” is defensible permanently.
Part A · The profession — Unit 2
A settled arrangement with a settled answer. Say who employs you, how you are paid, and what authority you hold over your own findings.
Marine surveyors are not licensed by any state or federal body, and the societies are voluntary. Surveyors have worked as employees of yards, insurers, builders, dealers and brokerages for decades. It is an established arrangement with an established answer, and that answer is disclosure.
Many clients will choose ESI because the surveyor works in a yard. Somebody who pulls drives, chases stray current and replaces bellows every week reads a boat faster and more accurately than somebody who only ever looks at them. That is an argument in our favour, and it is worth making.
Every ESI survey engagement discloses these in writing, before work starts, in the §0 block the client signs.
| Disclosed | What it says | Why it is there |
|---|---|---|
| 1. Relationship | The surveyor is employed by Essential Shipyard Industries, a working yard that performs repair and refit work. | The client knows exactly who they are engaging before they engage them. |
| 2. Pay | The surveyor is compensated for producing the document. Not by commission, not per finding, not as a share of any repair work, and not contingent on the value reported or on a sale closing. | Removes any mechanism by which a finding could pay the surveyor. |
| 3. Autonomy | The surveyor holds independent authority over findings and classifications. No one at ESI — lead, manager or owner — can alter a classification in a delivered report. | The findings are the surveyor's professional judgement and remain so. |
A promise of independence is worth what any promise is worth. Ours is built into how the report is produced, which means a client or an underwriter can verify it rather than take it on trust.
None of these are unique to a yard-employed surveyor. They are how any competent surveyor works.
The statement at the end of the report is a professional certification. Read it before signing, every time. It states that the facts are true, the opinions are yours, you hold no interest in the vessel, your compensation is not contingent on the outcome, and you personally inspected the boat.
Part A · The profession — Unit 3
What you are on the hook for, and the habit that protects you.
A survey report is addressed to a named client for a stated purpose. That is what reliance means: the named party is entitled to act on it. Third parties generally are not — but they will try, and a report that does not say who may rely on it invites exactly that.
Say it explicitly: who commissioned it, for what purpose, and on what date the vessel was in this condition. A survey is a snapshot. It describes a boat on a day, not a boat forever.
Not perfection. The question asked afterwards is what a reasonably competent surveyor, working to the scope agreed, would have done and reported in the same circumstances.
Very few claims come from a surveyor mis-measuring something. Almost all come from one of these:
Notice that four of the five are about what was written, not about what was seen.
Photograph more than you need. Photograph what was in the way of the thing you could not inspect — the screwed-down sole, the stacked gear, the locked compartment. That photograph is what makes a grey entry unarguable.
Stop and call the lead when: the HIN does not match the paperwork; you find evidence of undisclosed damage or repair; the gas detector reads positive; you are asked to change a finding; you find something outside your competence; or anybody offers you anything.
Part A · The profession — Unit 4
You work for underwriters. Most surveyors never learn what they are actually selling.
| Type | What it does | What the survey is for |
|---|---|---|
| Agreed value | Insurer agrees a fixed figure at inception and pays it on a total loss | Supports the agreed figure. Your valuation is doing real work. |
| Actual cash value | Pays market value at the time of loss, less depreciation | Supports condition and market position at survey date. |
| Liability only | Third-party damage and injury; no hull cover | Usually a condition survey for acceptability, not value. |
| Named perils vs all risks | Named perils covers a listed set; all risks covers what is not excluded | Determines which findings the underwriter actually cares about. |
Understand which one you are supporting before you write. An agreed-value policy makes your valuation part of the contract. A liability policy makes it almost irrelevant, and the underwriter is reading only your red and orange findings.
That last one is why your red and orange findings matter so much. When the underwriter writes “subject to compliance with survey recommendations”, your finding register becomes a contractual condition of the policy.
Three of those four happen after you have forgotten the boat. It is why the field record matters as much as the report.
Part A · The profession — Unit 5
Class A findings are federal. If you are going to cite them you have to know where they live and what they actually bind.
The Code of Federal Regulations is the codification of the general and permanent rules published in the Federal Register by federal agencies. It is organised into 50 titles by subject. Agencies write rules under authority granted by statute; the statute is in the U.S. Code, the rule is in the CFR.
| Level | Example | What it is |
|---|---|---|
| Title | 33 | Navigation and Navigable Waters |
| Chapter | I | Coast Guard, Department of Homeland Security |
| Subchapter | S | Boating Safety (parts 173–199) |
| Part | 183 | Boats and Associated Equipment |
| Subpart | J | Fuel Systems |
| Section | 183.501 | The individual rule |
| Part | Title | What is in it |
|---|---|---|
| 173 | Vessel Numbering and Casualty and Accident Reporting | Numbering; casualty and accident reporting; issue of certificate of number |
| 174 | State Numbering and Casualty Reporting Systems | What a state system must do |
| 175 | Equipment Requirements | Subpart B Personal Flotation Devices · C Visual Distress Signals · D Ventilation · E Fire Protection Equipment |
| 177 | Correction of Especially Hazardous Conditions | The authority to order an unsafe boat off the water, and what counts |
| 179 | Defect Notification | Manufacturer recall obligations — useful when you are chasing a campaign |
| 181 | Manufacturer Requirements | Subpart B certification of compliance · Subpart C Identification of Boats — the HIN · Subpart G PFD placard |
| 183 | Boats and Associated Equipment | B Display of Capacity Information · C Safe Loading · D Safe Powering · F–H Flotation · I Electrical Systems · J Fuel Systems · K Ventilation · L Start-in-Gear Protection · M Navigation Lights |
| 187 | Vessel Identification System | Includes Subpart D, State Vessel Titling Systems |
Get that backwards and you have written a confident, checkable, wrong citation — which is worse than no citation, because when the reader checks it every other citation in your report becomes suspect.
| Source | Use it for | Status |
|---|---|---|
| eCFR — ecfr.gov | Day-to-day lookup. Continuously updated, browsable by title, and it states the date the title is current to and the date it was last amended. | Unofficial but current |
| govinfo.gov | The official published CFR, updated annually. Use it when you need the authoritative printed text. | Official |
| federalregister.gov | Rules published but not yet codified, and the preamble explaining why a rule exists | Official notice |
| uscgboating.org | Coast Guard boating safety guidance, recall database, and safety circulars | Agency guidance |
Federal regulation is class A. Non-compliance is unlawful rather than merely substandard, which is why absent and non-functional at class A derive straight to red. That weighting is the reason the manufacturer-versus-carriage distinction matters so much: mis-classing a builder requirement as an owner violation puts a red flag on a boat that has not broken any law.
Part A · The profession — Unit 6
The state that pays us. One statute here creates a survey market by law — and one thing everyone assumes is required is not.
This sits in the Derelict and Abandoned Vessel Act. The legislature's purpose was to stop old, large, unseaworthy vessels being passed to owners who cannot maintain them and then abandoned at public expense — so the mechanism is aimed at the transfer, not at the boat.
RCW 79.100.150(4): unless the department's rules provide otherwise, the inspection must be a formal marine survey conducted by a third party to the transaction, and must include at minimum a conclusion relating to seaworthiness, an estimate of fair market value, and where applicable an estimate of the anticipated cost of repairs to return the vessel to seaworthiness.
The implementing rule, WAC 332-08-123, goes considerably further and effectively specifies the report. It defines “seaworthy” as the vessel and its equipment being physically fit and in full working order, able to encounter and withstand the ordinary perils of the sea during its contemplated use, and suitable for its intended purpose.
| WAC 332-08-123 requires | Detail |
|---|---|
| Cover page | Report title identifying the type of survey · date issued · surveyor contact information · current photograph of the vessel with date and location · official vessel number |
| Vessel description | General description · name · current legal owner · intended use · design · type of construction |
| Vessel particulars | Builder · displacement · length · breadth · draught · fuel system |
| Surveyor's notes | And a condition rating |
| Systems evaluation | Type of propulsion · auxiliary engines · electrical systems |
| Conditions | Overall appearance · hull and superstructure condition |
| Recommendations | Surveyor recommendations |
| Valuation | Appraisal of market value and replacement value |
| Suitability | Physical suitability of the vessel and its equipment for its intended use |
| The economic test | Whether the cost of repairs to return it to suitability is likely to exceed the market value |
RCW 79.100.150(2): if the inspection finds the vessel not seaworthy and its value is less than the anticipated cost of returning it to seaworthiness, the owner may not sell or transfer it unless it is first repaired to a seaworthy state, or it is sold for scrap, restoration, salvage or another use that removes it from state waters, to a person holding a business licence whom a reasonable seller would believe capable of and intending to do so.
RCW 79.100.170 applies to the same class of vessel — over thirty-five feet and more than forty years old. The buyer must secure a marine insurance policy prior to or concurrent with taking ownership, with a term of at least twelve months, coverage of at least $300,000 unless the department provides otherwise by rule, and coverage for removal of the vessel if it sinks and for a pollution event. Proof goes to the transferor and, where applicable, to Licensing or Revenue.
The same secondary-liability consequence attaches to failing to obtain the survey at all.
The binding condition is third party to the transaction. ESI cannot do the statutory inspection on a vessel ESI is buying, selling or brokering. It can do it where the client is the seller, the buyer, a lien holder, a broker, or an associated financial or insurance provider — DNR names all five as permissible recipients of the report.
A current USCG Certificate of Inspection is an acceptable alternative form of condition determination, so an inspected commercial vessel does not need this survey.
There is no formal “condemnation” certificate in Washington small-craft practice. What exists is the economic test in RCW 79.100.150(2), and a survey is what triggers it.
| Your conclusion | Effect |
|---|---|
| Seaworthy | Transfer proceeds normally, subject to the insurance requirement |
| Not seaworthy, and repair cost exceeds market value | The vessel may not be sold or transferred except: repaired to seaworthy first; or sold for scrap, restoration, salvage or another use that removes it from state waters, to a buyer holding a business licence whom a reasonable seller would believe capable of and intending to do it |
That second row is the condemnation survey in all but name, and it is the document a yard needs when a boat has to go to the crusher rather than to another owner. It requires two defensible numbers from you — market value and estimated cost to return to seaworthiness — and the comparison between them is what does the legal work. Show your reasoning for both.
DNR also runs a Vessel Turn-In Program for owners who want to surrender a vessel rather than sell it. Where a boat plainly fails the economic test, that is worth telling the client about; it is usually the outcome the statute is trying to produce.
ESI is a moorage operator as well as a surveyor, so this chapter is ours twice over.
Federal parallel: 33 CFR Part 177, Correction of Especially Hazardous Conditions, is the Coast Guard's authority to order an unsafe vessel out of use — 177.04 order of unsafe condition, 177.05 action to correct. It is a use-termination power on the water, not a title mechanism, and it does not do what RCW 79.100.150 does. See Unit 5.
All citations retrieved 2026-09-05 from leg.wa.gov. Confirm currency before relying on them; the legislature amends chapter 79.100 regularly — RCW 79.100.150 and .170 were both last amended in 2020.
Part A · The profession — Unit 7
Chapman gives this 29 hours. It is also the unit a franchisee needs more than an employee does.
Most bad surveys are sold badly before anyone reaches the boat. Establish, in writing:
| What | Why |
|---|---|
| Professional indemnity / errors & omissions | The one that responds to a claim that your report was wrong or incomplete. Confirm it covers surveying specifically. |
| General liability | You damaged something, or someone was hurt, while you were aboard. |
| Records retention | Report, field notes, all photographs, instrument settings, signed scope, and correspondence. The desk sets the period. |
| Version control | Every issue numbered and dated. Originals never overwritten. |
An ESI-certified surveyor operating elsewhere carries the method, the forms, the binding map and the name. What they are accountable for is running it as taught.
Note the disclosure travels with the method. A franchisee who also runs a yard is in exactly ESI's position and handles it exactly the same way: state it, in writing, before engagement.
The agreement metric is what makes that enforceable at a distance. It is the only part of this system that can tell head office, without visiting, whether a surveyor two thousand miles away is still running the method.
Part B · The method — Unit 8
The citation is what makes a finding defensible. It is not what makes it true.
This is why the field form carries the binding pre-attached to each point. The lookup is done once, at form-build time, by somebody sitting down with the library — not by you in a bilge with a flashlight. Where a designation on the form is marked unconfirmed, it is not yet safe to put in a delivered report.
| Class | What it is | Consequence of non-compliance |
|---|---|---|
| A — Federal | 33 and 46 CFR, enforced by the USCG | Unlawful, not merely substandard |
| B — Consensus, life-safety | ABYC where the failure path is fire, explosion, sinking, electrocution or CO | Not illegal. Frequently uninsurable. |
| C — Consensus, other | ABYC without a direct life-safety path | Substandard |
| D — Manufacturer | The maker's published figure or interval | Outside the maker's specification |
| E — Class / COI | Commercial vessels | Certificate condition |
The class is half of the severity derivation. Getting it wrong moves a finding one or two flags, which is why it is drilled in the classification unit.
ABYC is a consensus process. Committees of interested parties — builders, manufacturers, surveyors, insurers — agree wording. It is not an experimental result, and the people in the room have commercial interests.
Standards lag technology, and some things nobody has written down. Lithium retrofits, novel composites, aftermarket electronics integration. The finding still gets made.
Part B · The method — Unit 9
You never pick a flag. You pick the mode, and the flag follows.
On an ordinary report, severity is a judgement call dressed as a category. One surveyor's “recommend servicing” is another's “requires immediate attention”, and the reader cannot tell whether two reports disagree about the boat or about the writer.
Here the flag falls out of a matrix. You supply two things — which class of requirement is at stake and how the item failed — and the flag is computed. That is the repeatability mechanism, and it is the only reason we can publish an agreement figure.
Six states. Five severities and one that is not a severity at all.
| Flag | Code | Meaning | Where it appears in the report |
|---|---|---|---|
| RED | C1 | Safety-critical. Do not operate until corrected. | Findings A · underwriter view |
| ORANGE | C2 | Required for insurability, COI or documentation compliance. | Findings B · underwriter view |
| YELLOW | C3 | Deficiency against a cited standard. Not immediately hazardous. | Findings B |
| BLUE | C4 | Maintenance or advisory. Serviceable, approaching end of life. | Findings C |
| GREEN | C5 | Inspected and verified compliant against the cited standard. | Compliance record |
| GREY | C0 | Not inspected. Reason mandatory. | Scope declaration |
| Class | What it is | Consequence of non-compliance |
|---|---|---|
| A | Federal regulation — 33 / 46 CFR | Unlawful, not merely substandard |
| B | Consensus standard, life-safety consequence — fire, explosion, sinking, electrocution, CO | Not illegal. Frequently uninsurable. |
| C | Consensus standard, no direct life-safety path | Substandard |
| D | Manufacturer specification or service interval | Outside the maker's specification |
| E | Class rule or COI condition — commercial vessels | Certificate condition |
Classes A and the CFR are covered in Unit 5; consensus standards and citation discipline in Unit 8.
Class across the top, failure mode down the side. Find the cell, read the flag. This is the same matrix the field form computes from — you are not memorising it to apply by hand, you are learning it so you can tell when a result looks wrong.
| Mode → Class ↓ | Absent | Non-functional | Non-compliant install | Degraded beyond tol. | Approaching limit | Unverifiable |
|---|---|---|---|---|---|---|
| A Federal | RED | RED | ORANGE | ORANGE | YELLOW | ORANGE |
| B Life-safety | RED | RED | ORANGE | ORANGE | YELLOW | YELLOW |
| C Consensus, other | ORANGE | YELLOW | YELLOW | YELLOW | BLUE | YELLOW |
| D Mfr spec | YELLOW | ORANGE | YELLOW | YELLOW | BLUE | YELLOW |
| E Class / COI | ORANGE | ORANGE | ORANGE | YELLOW | BLUE | ORANGE |
| Mode | The test you apply |
|---|---|
| Absent | The required item is not present at all. |
| Non-functional | Present, but does not perform its function when operated or tested. |
| Non-compliant installation | Present and functioning, but installed contrary to the cited standard. |
| Degraded beyond tolerance | Measured or observed outside a stated limit. Requires the limit to exist and be cited. |
| Approaching limit | Measurably inside the limit and trending to it. Requires a measurement, not a feeling. |
| Unverifiable | Inspected, but the condition could not be confirmed. Never resolves to green. |
Absent versus non-compliant. A single clamp where two are required. The joint exists and functions, so it is non-compliant installation. Absent is for a required item that is not there at all — no CO detector, no bonding conductor, no cotter pin. At class B the two derive to different flags, so this is the error that moves a finding between red and orange.
Unverifiable versus grey. Both mean you do not know, and they are recorded in different places. Grey means you did not inspect it — it is a scope statement. Unverifiable means you inspected and could not confirm — it is a finding.
Degraded versus approaching. Both require a limit to exist — that is the part people skip. Degraded means outside a stated limit, and you cite the limit. Approaching means measurably inside it and trending. “Looks close” is not a measurement. With no limit and no number you do not have approaching; you have degraded against a stated manufacturer criterion, or you have unverifiable.
But green asserts inspected and verified compliant against the cited standard, and it carries the same evidentiary burden as a defect. A bilge pump that ran on test but whose capacity you never established is not green. It is unverifiable.
Part B · The method — Unit 10
The commonest weakness in this trade is a surveyor carrying instruments he cannot operate. This unit is operation, not theory.
What goes in the bag, every time. A survey stopped because you did not bring something is a return visit you are not being paid for.
| Group | Contents |
|---|---|
| Access & sight | Bright torch and a spare, inspection mirror on a telescopic handle, borescope, knee pads, gloves, respirator or dust mask, coveralls |
| Structure | Contact moisture meter, non-contact moisture meter, phenolic sounding hammer, blunt awl, scraper, chalk and low-tack tape for marking, scale card or ruler for photographs |
| Electrical | Digital multimeter with good leads, clamp meter, battery conductance tester, silver/silver-chloride reference electrode, receptacle/polarity tester |
| Thermal | Thermal imager, IR pyrometer |
| Gas | Combustible gas detector with fresh calibration and a bump-test source |
| Mechanical | Feeler gauges, dial indicator and magnetic base, calipers, tape measure, small magnet, torque wrench when required |
| Record | Camera, field form or tablet, spare battery bank for everything, notebook that works wet |
Part B · The method — Unit 11
You can now run them. This is the unit about what they still will not establish.
What it actually measures: not water. It measures a dielectric or conductive property of what is under the pad, and infers moisture from it. That distinction is the whole unit.
What it actually detects: a change in acoustic response caused by disbond, void, or a change in what is behind the skin. Not strength, and not water.
What it actually measures: apparent surface temperature, inferred from infrared radiation. Surface only. It does not see inside anything.
| You cannot establish | Why not |
|---|---|
| Laminate strength | No handheld method measures it. Sounding and moisture infer condition, not capacity. |
| Fastener or bolt condition inside a joint | Nothing sees through the joint. Keel bolts you did not withdraw are grey. |
| Remaining service life | Every instrument reports the present. Life prediction requires trend data over time. |
| Internal engine condition from outside | Compression, leakdown, borescope and oil analysis narrow it; none of them open it. |
| Whether a defect will progress | That is a forecast. Report the condition, not the forecast. |
Instrument settings and per-instrument checklists are carried on the field form at §A2. Fill that section in before you touch the boat.
Part B · The method — Unit 12
The hardest habit to build and the easiest to lose under schedule pressure.
Count before you check. Count the below-waterline penetrations before you inspect any of them. You cannot report on what you never enumerated, and a count is the only way you know when you are done.
Enumerating what you did not inspect, with reasons, is the single hardest habit in this trade. It feels like advertising a failure. It is the opposite.
It is also the hardest thing for a competitor to copy, because honest grey exposes how little they open. A three-page grey list next to their two-line limitations paragraph is not a weakness in our report. It is the comparison.
| Pressure | How it shows up | What you do |
|---|---|---|
| Schedule | Haul-out slot closing, broker waiting, light going | Record the grey. A short honest survey beats a long confident one. |
| The tidy report instinct | A long grey list feels unprofessional | It is the professional part. Put it in. |
| Familiarity | “I've done twenty of these, it's always the same” | Run the route. The twenty-first is where it is not the same. |
| An owner hovering | Reluctance to open things with the seller watching | Open it or record that you did not. Those are the only two options. |
| Fatigue | Last two sections get thin | The route order means the same sections are never last. Vary nothing else. |
Part C · The vessel — Unit 13
Five construction materials, five completely different sets of evidence. Chapman gives this 53 hours.
| Construction | Characteristic failure |
|---|---|
| Carvel plank on frame | Fastener sickness, plank seam movement, rot at frame heads and floors, hog |
| Clinker / lapstrake | Rivet and rove failure, land splits, garboard leaks |
| Cold-moulded | Glue-line failure between veneers, water behind sheathing |
| Plywood | Delamination at edges and fastenings, rot behind sheathing and paint |
| Strip plank | Edge-nail corrosion, glue failure |
Part C · The vessel — Unit 14
Your composites course taught you how to build and repair a laminate. This teaches you how to read one that somebody else built, twenty years ago.
| Material | What actually kills it | Where you look first |
|---|---|---|
| GRP / composite | Water in the core, disbond between skin and core, osmotic blistering, impact damage driven inward, resin-starved or over-cooked laminate from the original build | Deck fittings and fastener penetrations, transom, keel/hull joint, chainplates, anywhere a hole was cut later |
| Cored construction | Wet core from a single un-bedded fastener; the water travels a long way from the entry point | Sound the whole deck. The soft patch is rarely where the leak is |
| Wood | Rot at fastening points and end grain, fastener sickness, plank seam movement, electrolysis around metal | Under fittings, garboard, stem and horn timber, anywhere fresh water sits |
| Steel | Corrosion from the inside out under insulation, in bilges, and at weld heat-affected zones. Pitting under coatings that still look sound | Bilges, tank tops, under sprayfoam, behind ceiling |
| Aluminium | Galvanic attack at dissimilar-metal contact, crevice corrosion under fittings, weld cracking, poulticing under paint | Waterline, fastener penetrations, contact with stainless or copper alloys |
| Ferro-cement | Rust staining from armature corrosion, spalling, voids from poor plastering | Waterline, sharp radii, anywhere a stain runs |
The most common thing you will be asked about, and the one people get wrong in both directions.
| Gelcoat crazing | Structural cracking | |
|---|---|---|
| Pattern | Random, spidery, no clear origin | Radiates from a point, or runs in a straight line |
| Origin | Age, UV, thick gelcoat, mould stress | A fitting, a bulkhead edge, a hard spot, an impact |
| Meaning | Cosmetic | Load path is doing something the builder did not intend |
| Typical class | Advisory | Investigate; may be structural |
Do not write “blisters present”. That sentence is worthless to everyone downstream. Record four things: size, density, distribution, and depth.
Blisters in gelcoat are a coating problem. Blisters into the laminate with a sour smell are a structural conversation. You cannot tell them apart without opening one, and opening one is destructive testing — which needs the owner's written permission through the desk.
This is an ESI section and it is where an experienced eye earns the fee. You are reading the vessel's history from what somebody tried to hide.
Construction theory and repair method: Composites 1 and Composites 2. This unit assumes them and does not repeat them.
Part C · The vessel — Unit 15
IIMS sells this as its own unit. It is the physics behind most of the findings that actually sink boats.
| Concept | In survey terms |
|---|---|
| Reserve buoyancy | The watertight volume above the waterline. It is what keeps a vessel afloat when water gets in, and modifications eat it. |
| Freeboard | Waterline to deck. Reduced freeboard means downflooding openings are closer to the water. |
| Downflooding point | The lowest opening through which water enters and cannot get out again. Find it, on every boat. |
| Centre of gravity | Weight added high reduces stability. Weight added low generally improves it, until it sinks the boat deeper. |
| Free surface | Liquid free to move in a partly full tank or a flooded compartment shifts with the vessel and acts like weight added high. |
A partly filled tank, a flooded bilge or water on deck moves as the vessel heels. That moving mass adds to the heeling force at exactly the moment the vessel needs to right itself. Its effect grows with the width of the free surface, sharply — a shallow flood across a wide compartment is far worse than a deep one in a narrow tank.
Any conclusion about a vessel's actual righting ability requires a stability assessment by a naval architect. Where you have a real concern, that is the recommendation — not a qualified opinion of your own.
Part C · The vessel — Unit 16
Through-hulls, bonding, corrosion and running gear. The systems that sink boats and the ones that eat them.
Count them first. Write the number down before you inspect any of them. You cannot report on what you never enumerated, and the count is the only way you know you are finished.
Then, at every single one:
Three mechanisms, three different findings, three different people who need to fix them.
| Mechanism | What the evidence looks like | What it means |
|---|---|---|
| Galvanic | Anodes consuming at a normal rate; attack at dissimilar-metal junctions; the less noble metal going first | Normal electrochemistry. The anodes are doing their job. |
| Stray current | Anodes gone in weeks; deep, localised, aggressive pitting; paint lifting on an aluminium drive; often one fitting far worse than its neighbours | An electrical fault — on this boat, a neighbour, or the dock. More anodes will not fix it. |
| Crevice | Attack under a fitting, inside a joint, where the fastener meets the fitting; stainless going dark in a tight gap | Oxygen starvation in a gap. Common on stainless underwater. |
You cannot form an opinion on cathodic protection by looking at it. Protection is a measured potential, and measuring it takes a silver / silver-chloride reference cell in the water.
| Component | What you do | Not this |
|---|---|---|
| Propeller | Visual and percussion. Record blade edge condition, cavitation pattern, any repair, and whether it is tight on the taper | “Usable condition” |
| Shaft | Measure runout. Record the figure and the limit | “Some deflection noted” |
| Cutless bearing | Lift the shaft at the bearing, measure the movement, compare to the wear limit for that shaft diameter | “Some sloppiness when upward pressure applied” |
| Stuffing box / seal | Hose condition, double clamping, adjustment. On a dripless, no continuous drip and a vent line that is actually connected | “Appeared serviceable” |
| Strut and log | Movement, corrosion, bedding, backing structure inside | Looking only from outside |
| Rudder | Play at the bearing measured; blade for moisture, delamination and weeping at the stock | Shaking it and moving on |
Shaft Go / No-Go Tool Drivetrain Measurement
Part C · The vessel — Unit 17
The system that generates the most findings on almost every boat, and the one owners have most often modified themselves.
Because it is the system owners modify. A boat gets a new chartplotter, an inverter, a fridge, LED lighting and a lithium bank over twenty years, each fitted by somebody different, none of them documented. You are surveying an archaeology of good intentions.
Wire Calculator — put the resulting AWG and the drop figure in the measurement field.
AC is where electrocution and galvanic corrosion both live, and it is the section most likely to have been extended by somebody working from house-wiring habits.
System theory: Marine Electrical 1 and Electrical Tech 2. This unit is about finding and classifying, not designing.
Part C · The vessel — Unit 18
Where the C&V stops and the engine survey starts — and everything around the engine that is still yours.
But a great deal around the engine is not in the engine survey and remains yours:
This mirrors the market: in the benchmark survey, a separate engine surveyor attended and produced a separate report. That is exactly the work ESI already sells, which is why the machinery certification ships first.
A high-consequence system that is easy to survey and routinely skipped. Failure floods the engine or fills the accommodation with CO.
| What you have | Classification |
|---|---|
| Meter reading corroborated by service records, log, or ECU history | Verified — record the corroborating source |
| Meter reading, no records, no ECU history, no log | UNVERIFIABLE — you looked and could not confirm |
| Evidence of a replaced meter or a reading inconsistent with condition | Finding, and escalate to the desk |
| Could not access the meter at all | Grey, with the reason |
Drive and engine service method: Service Tech 1, I/O Level 1 and Level 2.
Part C · The vessel — Unit 19
Fire, explosion and CO. The findings that stop a boat being insured.
First thing recorded, because it determines what binds every point below. Diesel and gasoline are different standards, different ventilation requirements and different consequences.
| Diesel | Gasoline | |
|---|---|---|
| Primary risk | Fire, and leakage into the bilge | Explosion — vapour heavier than air, sits in the bilge |
| Ignition protection | Not required | Required on every electrical component in the compartment |
| Ventilation | Combustion and cooling air | Powered and natural, blower run before starting, label at the helm |
| Static | Less critical | Metallic fill, tank and system grounded |
Part C · The vessel — Unit 20
Sail only. No ESI course sits under this one, so it is taught here in full.
Stainless standing rigging fails by fatigue and by crevice corrosion inside the swage, and neither is reliably visible from the deck. Because of that, age is the primary criterion in insurance practice, and condition is secondary.
| Location | Failure | What you look for |
|---|---|---|
| Swage terminals | Crevice corrosion inside the fitting; cracking | Rust weeping from the swage mouth, hairline cracks running along the swage, any distortion. A cracked swage is a red finding |
| Wire at the terminal | Broken strands, usually right at the exit | Run a cloth or a gloved hand along the wire — it snags on a broken strand you cannot see |
| Chainplates | Crevice corrosion at the deck line, where it is hidden by sealant | The band you cannot see is the band that fails. Look inside for staining, and record the outside as unverifiable if the deck seal cannot be lifted |
| Attachment structure | The load path into the hull — tabbing, backing, knees | Inside. Cracked tabbing, movement, crushed core, rust staining running down a bulkhead |
| Spreader roots and tips | Corrosion, cracked welds, wire not properly captured at the tip | Binoculars from the deck; note what you could not reach |
| Mast step | Corrosion at a deck-stepped base; compression post and its foundation on a keel-stepped rig | Water sitting at the step, a compressed or rotten post base, a deflected deck |
| Turnbuckles and clevis pins | Missing or improvised retaining hardware | Cotter pins present, correctly formed and taped. A missing pin is ABSENT and safety-critical |
| Furling gear | Bearing failure, foil damage, halyard wrap | Operate it if permitted; note if you did not |
Do not let “rig appeared serviceable” cover a mast you never climbed. A dismasting claim will be read against exactly that sentence.
Part C · The vessel — Unit 21
The systems that get skimmed, and the one hour where the boat tells you the truth.
Safety-critical. Findings here do not get deferred to the next haul.
Carriage requirements are federal. This section is mostly counting and reading dates, and it is regularly the source of several orange findings.
Part D · Other survey types — Unit 22
A different discipline from condition surveying. IIMS sells two units on it, and it is where the insurance work is.
| Condition survey | Damage survey | |
|---|---|---|
| Question | What is the condition of this vessel? | What happened, how much of the damage is from it, and what will it cost? |
| Client | Usually a buyer | Usually an underwriter or adjuster |
| Output | A register of findings and a value | Cause, extent, quantum, and an opinion on policy-relevant facts |
| Timing | Before a transaction | After an event, often under time pressure |
| Risk | Missing something | Attributing pre-existing damage to the incident, or the reverse |
Underwriters work with yard-employed and staff surveyors routinely; what they need is to know the position before the report lands, not after. If the client would rather the surveyor and the repairer be different companies, that is their call to make with the facts in front of them.
| Loss | What you are looking for |
|---|---|
| Sinking at the dock | The waterline inside the vessel; which through-hull, hose or seal failed; whether pumps ran and why they stopped; shore power state |
| Fire | Origin versus spread — the least damaged area often tells you more. Electrical origin evidence at connections; fuel path |
| Grounding | Impact point, direction of travel, keel and floor damage, rudder and shaft alignment, and whether the mast step moved |
| Collision | Contact geometry, transferred paint, damage consistent with the described angle |
| Engine loss | Water ingress path, overheat evidence, oil condition, whether alarms functioned and whether the operator continued |
| Storm | Mooring arrangement, chafe, cleat and strong-point failure, and whether the vessel was prepared |
Occasionally the evidence and the account do not match. Personal effects removed beforehand. Damage inconsistent with the described sequence. A pattern of prior claims. Equipment missing that should have been aboard.
Part E · The output — Unit 23
The part of a C&V most exposed to liability, and the part ESI has least training behind.
The grading system in general industry use runs: Excellent (Bristol) · Above Average · Average · Fair · Poor · Restorable. It is a market scale, not an engineering one — it describes how a vessel sits against comparable boats of its type and age.
The standard definition: the most probable price a vessel should bring in a competitive and open market, buyer and seller each acting prudently and knowledgeably, with the price unaffected by undue stimulus. It assumes both parties are typically motivated and well informed, that a reasonable exposure time was allowed, and that payment is cash or equivalent.
Estimated replacement cost is a different figure — the retail cost of a new vessel of the same make and model with similar equipment. Do not blend them.
| Source | Use |
|---|---|
| YachtWorld sold data — ESI account | First stop, every time. ESI holds an account with access to sold listings. This is where your comparables come from, and it is better data than any guide because it is what boats actually changed hands for. Ask the desk for the login. |
| BUC Used Boat Price Guide | The baseline and the floor. The reference a buyer, broker, lender and underwriter all recognise, and the source of the condition scale above. Where sold comparables do not exist, BUC is what you are left with — and the report has to say so. |
| Current listings | Asking prices. Aspirations, not evidence. Usable when nothing sold is obtainable, but say so and say what you discounted by. |
| Rule | Why |
|---|---|
| Sold data first, guide second | Search YachtWorld sold listings on the ESI account before you open a guide. BUC sets the range and the condition scale; the sold comps set the number. |
| Sold boats over listings | An asking price is an aspiration. A sold price is evidence. Where you can only get asking prices, say so and say what you discounted them by and on what basis. |
| Five comparables preferred | Enough to show a spread rather than a coincidence. Fewer than five is acceptable when the market is thin — but then you say how many you found, where you looked, and why there were no more. |
| Local wherever possible | Same market, same water. A Puget Sound comparable beats a Florida one on the same hull, every time. |
| Reader | What the confidence figure tells them |
|---|---|
| Buyer | Whether to negotiate on this number or commission more work |
| Lender | Whether they can lend against it, and at what margin |
| Underwriter | Whether to write an agreed value at this figure — a low-confidence valuation on an agreed-value policy is their exposure, not yours |
| ESI | Whether the valuation is defensible if the file is reopened in three years |
Confidence is derived from the evidence you had, in the same spirit as the flag matrix. You do not pick a number that feels right — you find the row that describes what you actually obtained.
| Confidence | What you had |
|---|---|
| 90% | Five or more sold comparables — same make and model, same region, same model year, all sold within 12 months |
| 85% | Four sold comparables to that standard, or five with one outside the model year by a season or two |
| 80% | Three sold comparables, local, all sold within 12 months |
| 75% | Three sold comparables, local, some sales 12–24 months old |
| 70% | Three sold comparables, but one or more from outside the region |
| 65% | Two sold comparables, local and recent |
| 60% | Two sold comparables, region or sale date compromised |
| 55% | One strong local sold comparable — same make and model, sold within 12 months |
| 50% | One sold comparable, older than 12 months or outside the region |
| 45% | No sold prices obtainable; several current local listings for the same model |
| 40% | Asking prices only, mixed models or outside the region |
| 35% | Asking prices only, national, no local data at all |
| 30% | BUC guide plus a single weak market indicator |
| 25% | BUC guide plus general market knowledge only |
| 20% | BUC guide alone — no comparables of any kind |
Part E · The output — Unit 24
How the document leaves the building, and how you get certified.
The residential benchmark grades tests and gives 60 lab hours across the whole syllabus; the distance qualifications mark assignments and require no practical work at all. Neither measures whether a graduate can operate an instrument, and neither measures whether two graduates classify the same evidence the same way. Those are the two gaps ESI is built into.
Supervised surveys on real hulls, submitted through the platform in the real format and reviewed against the reference method. The industry benchmark requires three complete surveys with reports; ours is set by the desk and is not fewer.
| It is | It is not |
|---|---|
| Training in the ESI survey method, certified by ESI University | A society credential, or a substitute for one |
| Evidence you classify consistently against a reference set | A licence — marine surveyors are not licensed by any state or federal body |
| Something you keep and can execute elsewhere | A guarantee of acceptance by any underwriter |
Graduates hold society membership and an ESI certification. The first gets you accepted. The second is what gets noticed, because most working surveyors hold the same undifferentiated class and none of them can show an agreement figure.