Marine Insurance Pre-Survey Condition Assessment Checklist
This marine insurance pre-survey condition assessment checklist prepares vessels for P&I Club condition surveys, hull and machinery (H&M) underwriter annual surveys, and class renewal inspections. Demonstrating good vessel condition and systematic maintenance practices directly impacts insurance premiums, P&I Club acceptance, and charterer vetting acceptance.
- Industry: Maritime
- Frequency: Annually
- Estimated Time: 2-3 hours
- Role: Master / Chief Engineer / Superintendent
- Total Items: 30
- Compliance: IACS Unified Requirements Machinery Maintenance, P&I Club Loss Prevention Survey Guidelines, Classification Society Condition Monitoring Requirements, ISM Code Planned Maintenance Evidence Standards, OCIMF TMSA 3 Maintenance KPI Requirements
Statutory Certificates
Certificate validity review.
- All statutory certificates valid with no outstanding conditions?
- Classification certificates current with no overdue surveys?
- ISM SMC and DOC current and no outstanding corrective actions?
- All crew STCW certificates valid and properly endorsed?
- MLC Certificate and DMLC current?
Hull and Deck Condition
Physical vessel condition.
- Hull coating in acceptable condition - no excessive corrosion or fouling?
- Deck equipment (winches, windlass, cranes) operational and maintained?
- Hatch covers watertight and hydraulic systems functional?
- Freeboard/load line marks clearly painted and legible?
- Accommodation exterior in good condition - no deferred repairs?
Main Machinery Condition
Engine and auxiliary machinery.
- Main engine in good running condition - recent overhaul records available?
- All generators operational - running hours and maintenance current?
- Steering gear tested and maintenance records current?
- Main and auxiliary pumps operational - no deferred maintenance?
- Condition monitoring records (vibration, oil analysis) available for key machinery?
Safety Equipment
LSA and FFE condition.
- Lifeboats, rescue boats, and launching equipment in good order?
- Fixed fire suppression systems serviced and operational?
- All LSA equipment (suits, EPIRBs, liferafts) in survey?
- Navigation equipment (radar, ECDIS, VDR) operational and serviced?
- Bilge system operational with no blockages or deferred maintenance?
Maintenance Records
PMS evidence presentation.
- PMS records available and demonstrating systematic maintenance?
- No overdue critical maintenance items in PMS?
- Lube oil analysis results for main engine and gearbox available?
- Class survey records and recommendations file organized for review?
- Major repair history available for surveyor review?
Survey Records
Insurance survey documentation.
- Previous insurance survey report and actions on board?
- Active defect and outstanding repair list available?
- Incident and claim history for last 3 years available?
- Latest superintendent inspection report filed?
- Survey Preparation Notes
Related Maritime Checklists
- Underwater Hull Inspection and Fouling Assessment Checklist
- Vessel Refit and Dry Dock Entry Safety Checklist
- Planned Maintenance System (PMS) Audit Checklist
- Ice Navigation and Polar Code Compliance Checklist
- Dive Support Vessel (DSV) Operations Safety Checklist
- Ship-Shore Interface and Tanker Terminal Safety Checklist
- Enclosed Space Rescue and Emergency Response Checklist
Related Vessel Maintenance Checklists
- Vessel Refit and Dry Dock Entry Safety Checklist - FREE Download
- Planned Maintenance System (PMS) Audit Checklist - FREE Download
- Underwater Hull Inspection and Fouling Assessment Checklist - FREE Download
Why Use This Marine Insurance Pre-Survey Condition Assessment Checklist?
This marine insurance pre-survey condition assessment checklist helps maritime teams maintain compliance and operational excellence. Designed for master / chief engineer / superintendent professionals, this checklist covers 30 critical inspection points across 6 sections. Recommended frequency: annually.
Ensures compliance with IACS Unified Requirements Machinery Maintenance, P&I Club Loss Prevention Survey Guidelines, Classification Society Condition Monitoring Requirements, ISM Code Planned Maintenance Evidence Standards, OCIMF TMSA 3 Maintenance KPI Requirements. Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the Marine Insurance Pre-Survey Condition Assessment Checklist cover?
This checklist covers 30 inspection items across 6 sections: Statutory Certificates, Hull and Deck Condition, Main Machinery Condition, Safety Equipment, Maintenance Records, Survey Records. It is designed for maritime operations and compliance.
How often should this checklist be completed?
This checklist should be completed annually. Each completion takes approximately 2-3 hours.
Who should use this Marine Insurance Pre-Survey Condition Assessment Checklist?
This checklist is designed for Master / Chief Engineer / Superintendent professionals in the maritime industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.