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FREE TEMPLATE · CHARTER HANDOVER CHECKLIST

Charter yacht check-in and check-out checklist for the base: free Word download

UPDATED 11 NOVEMBER 2026 · 9 SECTIONS · WORD, NO SIGN-UP

A free Word checklist for the base team handing a charter yacht over and taking it back: hull and deck, sails, engine, systems, safety gear, documents and inventory, the diver's check and both signatures, so a damage claim rests on a record the guest signed.

Download the Word template.DOCX

A damage claim is only as strong as the check-in sheet behind it. If the scratch wasn't marked when the boat went out, and the skipper didn't sign for its condition, the base pays for it.

This checklist follows the handover the way bases run it, from the guest-side advice of 12 Knots and the check-out of Croatia Yachting. It's built for the base team: the same list at check-in and check-out, signed both times.

The checklist, section by section

CHECKLIST
Charter handover checklist
VESSEL
BASE
DATE
CHECKED BY
  1. 01Hull and deck
  2. 02Rig and sails
  3. 03Engine
  4. 04Systems and electronics
  5. 05Safety equipment
  6. 06Documents
  7. 07Inventory
  8. 08Check-out and diver's inspection
  9. 09Signatures
01

Hull and deck

Walk round the boat with the skipper. 12 Knots, a charter school, tells guests to photograph every chip and scratch, show it to the base manager and get it on the checklist. Do it first, together, and their photos and yours agree.

  • Hull topsides, both sides and transom, chips and scratches marked on the sketch
  • Deck, cockpit and coachroof, gelcoat and teak
  • Hatches, water poured over and checked from inside for leaks
  • Stanchions, guard wires, pulpits and cleats
  • Anchor, chain, windlass up and down under load
  • Fenders, warps and boarding ladder
EXAMPLE WORDING

Starboard topside, 1.5 m aft of the bow at the rubbing strake: gelcoat chip about 20 mm. Photo 4. Shown to the skipper.

02

Rig and sails

Unroll and look at both sails. 12 Knots tells guests to report any patches, seams or tears to the manager and have them noted.

  • Mainsail, furled or stacked, battens and slides
  • Headsail, unrolled, leech and UV strip
  • Furling lines, sheets and halyards
  • Winches and handles, counted
  • Standing rigging, turnbuckles and split pins at deck level
03

Engine

Start it, and check the readings you'll compare at check-out.

  • Oil level and colour, no white flakes
  • Coolant level and belts, no cracks
  • Engine starts and cooling water flows from the exhaust
  • Engine hours, written in the particulars
  • Fuel level, written in the particulars
04

Systems and electronics

Switch each one on. A fault found at check-in is the base's; one found at check-out is a question.

  • Chartplotter, depth sounder, wind instruments
  • Autopilot, port and starboard
  • VHF radio
  • Bow thruster, port and starboard, if fitted
  • Navigation and deck lights, spare bulbs
  • Bilge pumps, automatic and manual
  • Heads pump and holding tank valves
  • Gas cooker and oven, no gas smell, spare cylinder
  • Fridge and fresh water pump
05

Safety equipment

Count it and read the dates. The guest can't be blamed for an item that wasn't on board.

  • Life jackets and harnesses, counted against the crew list
  • Life raft, next service date
  • EPIRB, battery date
  • Flares, expiry date
  • Fire extinguishers and fire blanket
  • CO and gas alarms tested
  • First aid kit, torch, foghorn
06

Documents

The papers the skipper has to carry, as 12 Knots lists them.

  • Registration certificate
  • Insurance certificate
  • Charter contract and crew list
  • Cruising permit, vignette or transit log, where the country requires one
  • Charts and pilot book
07

Inventory

Work through the base's own inventory list and note anything missing on the day, not at check-out.

  • Dinghy, oars, pump and outboard, with the outboard's fuel
  • Galley equipment, counted against the list
  • Snorkel gear, cushions and other extras booked
  • Keys, and the spare
08

Check-out and diver's inspection

Croatia Yachting's check-out runs in three parts: a technical check against the check-in list, an independent diver's check of the hull and underwater gear, and the office. The skipper signs the check-out sheet; any remarks go on it with the estimated cost of repair.

  • Technical check against this list, item by item
  • Fuel tank full and toilets working, or the fee noted
  • Diver's report on hull, keel, rudder, propeller and anodes
  • Damage remarks written on this sheet with the estimated cost
  • Deposit released or held, and why
EXAMPLE WORDING

Check-out 18:10 Friday. Fuel full. Diver Saturday 08:30: propeller and keel clean, no damage. No remarks. Deposit released.

09

Signatures

12 Knots tells guests to leave with a signed check-out sheet confirming the yacht came back without damage and with no claims. Give them one, and keep the copy they signed at check-in.

STAGEBASE STAFFSKIPPERDATE AND TIME

The week's timing

Filovent describes the Mediterranean week: boarding Saturday at 17:00, back in port Friday at 17:00 after refuelling, a diver checking every hull, the final inventory with the base, and off the boat early Saturday. Croatia Yachting asks for boats back by Friday 18:00, and has a diver check every hull on Saturday.

Doing it by voice

On the pontoon, the checklist is a clipboard in one hand and a phone in the other. With Axsail, the base team says what they find as they walk round, "starboard topside, chip at the rubbing strake", and takes the photo. Each item becomes a line with its photo attached, ready for the skipper to sign.

Frequently asked

What does a charter base check at check-in?

The hull and deck for chips and scratches, the sails, the engine, every system and the safety gear, the documents and the inventory. 12 Knots tells guests to photograph any damage, show it to the base manager and get it on the checklist.

What happens at charter check-out?

At Croatia Yachting it's three parts. A technical check against the list signed at check-in, a diver's inspection of the hull and underwater gear, and the office, where the deposit is released or held. Remarks go on the check-out list with an estimated repair cost.

When do charter guests return to the base?

Usually the evening before disembarkation. Croatia Yachting asks for the boat back on Friday by 18:00 with the night aboard until 09:00 Saturday, and Filovent describes the same Friday return in the Mediterranean.

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