Charter Checklist

Charter Checklist


Here are some lists to help you plan your charter - you may want to print this page out to help with packing and planning.

Things to Pack:

  • Charter Agreement/Boat Papers
  • Passport and any Visas required (plus pack a photocopy of your passport in a different place)
  • Wallets/purses (but take unnecessary credit cards, etc out first)
  • Sunglasses (2 pair)
  • Sun Cream, and Sun Block for Skin and Lips
  • Glasses
  • Hats
  • Medication if needed (if you get seasick, you may want to discuss remedies with your pharmacist)
  • Camera (in a waterproof bag)
  • Binoculars
  • Guidebooks
  • Novels, books to read, especially those that are set in the region where you'll be sailing
  • Cash or Travelers Checks sufficient to pay for deposits, provisioning, tips, etc. in local currency

If you're bareboating, also make sure you have:

  • Motor or Sailing Competence Certificate (enquire as to what papers are necessary in the country where you're chartering)
  • Any other boat training documentation you have (course certificates, etc)
  • Copies of contracts from boats you've chartered previously. (This gives the Operators confidence in your abilities)
  • VHF radio licence (if you have one - not generally required)

Don’t forget to:

  • Cancel mail delivery and newspapers
  • Provide contact details and itinerary to at least one neighbor and family member
  • Read up on the area you'll be visiting, looking for interesting itineraries and things to do. Google is great for this!
  • Arrange for hotel rooms if required for your flights. (Most sail boats require you to be in port by Friday night on a Saturday-to- Saturday charter. You can stay on the boat if you like, or often people want the comfort of a hotel room)

Things NOT to pack:

  • Expensive jewelry, other non-essential valuables
  • Watches etc. that are not waterproof, etc.
  • Anything that, if lost would cause you great inconvenience or distress
  • Less is more – remember that boats do not have large storage areas and that you will be plenty busy on the boat!

When Departing from the Marina:

  • Assure you have all the Charts required for your trip, and others in case you change your plans
  • Make sure any personal navigation equipment, such as a portable GPS plotter, is working properly
  • Inform your Base Operator of your itinerary
  • Test the radio, assure you know the relevant frequencies
  • Make sure all passengers know the rules of the boat and emergency procedures
  • Also make sure the crew knows how to use Safety equipment (Lifejackets, Flares, Fire Extinguishers, First Aid Kit)
  • Check if there are non-swimmers and take appropriate precautions
  • Make sure you have sufficient money - in the right currencies - to pay for provisioning along the way

When Leaving the Yacht:

  • Check with the marina as to your responsibilities in regards to cleaning up, but in any case tidy it in a manner that shows you have respect for the boat
  • Take your personal belongings with you
  • If you have any complaints about the boat, or if anything needs fixing, photograph them and report them to the Base Operator. Do not wait until you return home!
  • Remove all food
  • Don't forget to tip the Captain and Crew (if you have them )

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