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FREE TEMPLATE · NEW BUILD SURVEY

New build survey report template for yachts

UPDATED 4 NOVEMBER 2026 · 8 SECTIONS · WORD, NO SIGN-UP

A free Word template for a new build or build stage survey report: progress against the specification, inspection by stage, compliance, the punch list and acceptance trials, with example findings graded A, B and C.

Download the Word template.DOCX

A new build survey report records what you found at each stage of a yacht's construction, measured against the build contract, the specification and the standards they name. The buyer uses it to approve stage payments and keep the yard to the specification, and the punch list it carries decides what's finished before delivery.

Download the template in Word, or read on for what goes in each section.

The report, section by section

SURVEY REPORT
New build survey
VESSEL
CLIENT
DATE OF SURVEY
PLACE
  1. 01Particulars and contract
  2. 02Scope and stage
  3. 03Progress against specification
  4. 04Inspection findings
  5. 05Compliance
  6. 06Punch list
  7. 07Acceptance trials
  8. 08Surveyor's certification
01

Particulars and contract

The boat, the yard and the contract you're inspecting against. A new build survey checks the boat against what the buyer was promised, so name the documents.

  • Survey: client, yard, hull number, date of visit, stage of build, report number
  • Vessel: make and model, hull number or HIN, design category, length, main machinery
  • Contract documents: build contract, specification and drawings by revision, and the agreed changes
EXAMPLE WORDING

Third stage visit to the builder's yard on 21 October 2026, hull 14 of the Sirena 68 range, built to specification revision D and change orders 1 to 6.

02

Scope and stage

What stage the build had reached and what you were able to inspect. A structural defect is easiest to put right before it's covered, so list what will be closed up before your next visit.

  • The stage, such as hull lamination, structure bonded, machinery installed, pre-launch or sea trials
  • What you inspected and what was already covered or not yet built
  • The yard's quality records you reviewed, such as laminate logs and test reports
  • Items to inspect at the next visit before they're closed up
03

Progress against specification

Where the build stands against the contract. Buyers pay stage payments against progress, so be specific.

  • Work completed since the last visit
  • Differences from the specification or drawings, and whether a change order covers them
  • Delays the yard reported, and their effect on the delivery date
04

Inspection findings

What you found at this stage, item by item. Each finding should say what the specification or standard requires and what the yard should do.

  • Laminate and structure, such as voids, dry fibre, bonding of bulkheads and stringers
  • Installations, such as engines, shafts, fuel, exhaust and through-hulls
  • Electrical, such as cable support, chafe protection, overcurrent protection and labelling
  • Plumbing, gas, steering and deck hardware
05

Compliance

How the boat meets the standards the contract names. The yard certifies compliance, but your report should note anything that looks out of line.

  • The design category and the CE or Recreational Craft Directive module, for boats sold in Europe
  • ABYC or ISO standards named in the contract
  • Classification society and flag requirements, if any
06

Punch list

Every open item in one numbered list, carried from visit to visit until the yard closes it. The punch list is often what the buyer and yard argue over at delivery.

  • Item number, date raised, description and status (open, in progress, closed)
  • Items closed since the last visit, and how you checked them
EXAMPLE WORDING

P-23, raised 2 September 2026: fuel return line chafing on the engine bed frame, port side. Status: closed. Chafe guard and P-clips fitted, checked on 21 October 2026.

07

Acceptance trials

At the end of the build, the results of the harbour and sea trials against the contract figures.

  • Conditions, load and who attended
  • Speed, RPM, temperatures and noise against the contract figures
  • Systems tested and any failures
08

Surveyor's certification

Your statement, name, qualifications and signature.

  • Statement of independence and who may rely on the report
  • Name, accreditation and membership number
  • Signature and date of issue

Example findings

Each finding says what the system is, where it is, what was found and what should be done, with a grade for how urgent it is. These are written the way Axsail writes them from what the surveyor says on board.

FUEL SYSTEMA
Fuel return line, port engine bed

Hose bears on the edge of the engine bed frame with no chafe protection. Wear marks already visible.

Recommendation: Reroute and support the hose with P-clips and a chafe guard.

THROUGH-HULLSA
Generator raw water intake

Seacock fitted without a backing block. The specification calls for a laminated backing pad on every through-hull below the waterline.

Recommendation: Fit a backing pad as specified before the area is closed up.

STRUCTUREB
Bulkhead 3, starboard side, bond to the hull

Secondary bond tabbing lifted at the upper edge over 120 mm, with a visible void.

Recommendation: Grind out the void and re-tab to the laminate schedule. Inspect the other bulkhead bonds on the starboard side.

ELECTRICALB
Main DC cable run under the saloon sole

Cables unsupported for about 1.2 m and laid across a sharp frame edge.

Recommendation: Support the run at intervals and protect it where it crosses the frame.

DECK HARDWAREC
Cockpit winch bases

Fastenings not yet sealed, waiting for the next stage.

Recommendation: Check the sealing at the next visit.

ASafety. Safety or compliance deficiency. Fix before the vessel is next underway.
B12 months. Deficiency that needs timely attention. Fix within about 12 months.
CRoutine. Note or observation, cosmetic or maintenance. Routine maintenance at the owner's convenience.

Inspect before it's covered

Most expensive new build defects are ones that got closed up: a void behind a bulkhead bond, a seacock without its backing pad, a cable run behind fixed joinery. Each report should end with the items you need to see before the next stage covers them, and the yard should know that list before you leave.

One punch list, carried forward

Keep one punch list for the whole build, numbered once and never renumbered, with the date each item was raised and closed. A buyer arguing over an open item at delivery needs to show when it was raised. The same list becomes the warranty list after handover.

For how a new build compares with buying used, see how to buy a yacht.

Frequently asked

What is a new build survey?

Inspections of a yacht during construction on behalf of the buyer, at agreed stages such as lamination, structure, machinery installation and launch, checking the work against the contract, the specification and the standards it names. It ends with the acceptance trials and the punch list before delivery.

How many visits does a new build survey need?

It depends on the size of the boat and the contract. A semi-custom yacht of 15 to 25 metres often has four to eight visits, timed before each stage closes up the work beneath it. Larger custom builds may have a surveyor on site.

Isn't the yard's own quality control enough?

The yard checks its own work against its own standards. A buyer's surveyor checks it against the buyer's contract and specification, and keeps the punch list that decides what must be done before delivery.

Is the Word template free to use in my own reports?

Yes. Download it, add your logo and terms, and use it for your own surveys. No sign-up.

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