Theory · topic 1 of 10 · 8 min

Documents, contract & base briefing

The Saturday at the base starts at a desk, and what you sign there decides who pays for what on Friday. Your contract and the base's briefing are the authority; this is how they usually read.

1 · Your papers and the boat's

What the desk asks for and what sails with you

What documents do I need to pick up a bareboat charter yacht?

The base checks the skipper's licence and a VHF operator's certificate, which may be a crew member's, and files a crew list with everyone's passport details for the port police.

The base checks the skipper's licence and a VHF operator's certificate, and files a crew list with passport details for the port police. A licence the base cannot accept means no bareboat: a licensed crew member is named as skipper, or the base supplies one. Only a skipper named in the contract may be in command; anyone may steer under them. A co-skipper is added, licence shown, before you sign. The radio certificate may be a crew member's.

In your hand luggage
  • Skipper's licence, in date
  • VHF operator's certificate
  • Passports of everyone aboard
  • Crew list, as sent to the base
  • Booking papers and the deposit card

Everyone who sleeps aboard is on the crew list, children included; a change mid-week is reported to the base. The boat's licence limits the persons aboard under way: a day guest counts.

Stays aboard all weekWho asks for it
Registration, insurance, radio licence, charter permitPort police, in any harbour
Transit log, stamped crew list, tax receipt, where the country uses themPort police; the base at check-out
2 · Deposit and waiver

What the deposit covers and what it does not

Is the charter deposit actually taken from my card?

Usually not: on a card it is a pre-authorisation, the sum blocked, not taken, and released after a clean check-out. It caps what you pay for insured damage; what the contract excludes stays with you.

The deposit is your limit for insured damage to the boat. On a card it is a pre-authorisation: the sum is blocked, not taken, and released after a clean check-out. It is in place in full before the keys change hands; a second card or cash against a receipt gets round a card limit.

Deposit clause: how it often reads
  • Held on a card or in cash at check-in
  • Limit of liability for insured damage
  • Outside the limit: negligence, grounding
  • Often also: dinghy, outboard, sails
  • Settled at check-out, against the form
CoverWhat it doesWhat stays with you
DepositCaps insured damageWhatever the contract excludes
Damage waiverLowers the depositThe same exclusions; an excess, usually per incident
Boat's insuranceHull and third partiesCrew injury, luggage: your travel insurance

The price normally includes the base's own berth only: harbour fees, fuel and food are the crew's.

3 · Limits in the contract

Where, when and how you may sail

Am I allowed to sail at night on a bareboat charter?

Usually not: a bareboat contract normally forbids night sailing and sailing above a stated wind, inside a named cruising area. Outside these limits the insurance and the deposit limit can fall away.

A bareboat contract names a cruising area, usually forbids sailing at night and above a stated wind, and may list harbours you must not enter. Outside these limits the insurance and the deposit limit can fall away. Only the base moves a limit, in writing, before you go. For shelter it can allow a forbidden harbour; held in port by the wind limit, you agree the return with the base.

Will you be in before sunset?
  • 17:30 · 14 M to run · 5 kn · sunset 19:40
  • 14 ÷ 5 = 2.8 h = 2 h 48 min
  • Arrival 20:18: after dark, not allowed
  • Harbour abeam, 6 M: 1 h 12 min
  • In at 18:42: divert

Racing, towing another vessel and paying passengers are normally excluded and uninsured. Your duty at sea is to people in danger: stand by a disabled yacht, relay her call, and tow only if she is in immediate danger. A pet aboard, or a different return base on a one-way charter, needs the base's consent in advance.

4 · Base briefing

Local knowledge no pilot book has

What should I write down at the charter base briefing?

The chart briefing: the base's knowledge of its own waters, such as the reef to keep off, the quay with ferry wash, the bay where gusts fall at night. Write it on your chart; it outranks a calm evening.

The chart briefing is the base's experience of its own waters: the reef to keep off, the quay with ferry wash, the bay where gusts fall from the cliffs after dark. Write it on your chart as the manager speaks. When a quay attendant or a calm evening says otherwise, the briefing wins.

A is calm at 18:00, not at night: anchor at B.

The technical briefing is done aboard, hands on: every charter boat is wired and plumbed differently. Keep a second crew member with you and brief the rest yourself that evening; someone else checks the provisioning delivery against the order.

From the briefingWhat you do with it
Forecasts the base namesCheck them every morning; the base's weather instruction binds you
Fishing nets between two flagsPass outside both; a net on the propeller is a call to the base
Pack: harbour notes, pilot bookCheck it against the inventory, read it before the first harbour
24 h technical numberFor faults; channel 16 and the coast guard are for danger
5 · Check-in form

The paper the deposit is settled against

When should I sign the check-in form on a charter yacht?

Only after the walk-round, with what you found written in and countersigned by the base. Anything not on the check-in form counts as new damage at check-out, so you pay for it.

The check-in form records the boat as you took her over; anything not on it counts as new damage at check-out. So you sign the contract at the desk, but the form only after the walk-round, with what you found written in and countersigned by the base. On a busy Saturday it is still your walk-round. A late arrival is agreed in advance: walk-round, form and briefing then happen next morning, before you leave.

A line that protects you
  • Vague: 'minor scratches, bow'
  • Exact: 'scratch 10 cm, stbd quarter'
  • Counted: 'fenders 6, inventory says 8'
  • Read off: fuel, water, engine hours
  • Signed by you and by the base
  • Photograph each mark close up and from far enough to show where it is.
  • Photograph the hull from both sides, and the signed form.
Rule

What is not written, located, measured and countersigned before you sign is yours to pay for.

6 · The week and the return

Report at once, come back on time

What do I do if I damage the charter boat during the week?

Report it to the base at once and don't sail on with it: the base decides the repair. After a collision take no cash; note the other boat's name, port and insurer, and photograph everything.

The named skipper answers to the base for the boat, whoever was steering. Under the contract you report a fault or damage at once and do not sail on with it: the base decides the repair. A grounding found only at check-out is treated as hidden. After a collision take no cash: note the other boat's name, port and insurer, photograph everything and call the base: insurers settle it.

The boat is due in the base marina the evening before check-out, tanks full: refuelling by the base costs extra. Coming back early is your call: no refund, and tell the base. A late return is charged by the hour. Small allowances, such as one empty gas bottle, are in the contract too.

Practice questions

Questions from this topic, as the app asks them. Open one to see the answer.

Crew list
  • Booked: skipper + 4 crew
  • A friend joins Wednesday in Lefkas
  • Two crew fly home on Thursday
  • Port police may check at any harbour

You fill in the crew list at the desk and the manager asks whether anyone else will sleep aboard this week. What do you say?

  1. Yes, but you will write him on the list yourself when he arrives
  2. Yes — name the Wednesday guest now and tell the base again when the crew changes
  3. No — a guest for two nights is not crew and does not go on the list
  4. No — the list is for the people who signed the charter contract
Show the answer

B. Yes — name the Wednesday guest now and tell the base again when the crew changes

Everyone who sleeps aboard is on the crew list; a change mid-week is reported to the base, which amends the list for the port police.

Crew list · Explained in: Your papers and the boat's

€3,000Contract — deposit
  • Held on card or in cash at check-in
  • Limit of liability for insured damage
  • No limit: negligence, grounding
  • Dinghy and outboard: at full value

Reading the deposit clause, your crew ask what it costs if the dinghy flips and the outboard goes to the bottom. What do you tell them?

  1. Half the price — the base shares losses that are nobody's fault
  2. Nothing — the boat's insurance covers the tender and its motor
  3. The full price of the outboard — the deposit does not cap a lost dinghy or outboard
  4. At most the deposit — that is exactly what the deposit is for
Show the answer

C. The full price of the outboard — the deposit does not cap a lost dinghy or outboard

The deposit caps insured damage only; the contract lists what is charged in full — negligence, grounding, the dinghy and outboard.

Charter contract — deposit · Explained in: Deposit and waiver

Contract — navigation limits
  • Cruising area: Ionian Sea, Greece
  • No sailing between sunset and sunrise
  • Open-sea crossings: base's consent
  • Harbours marked X: not permitted

Your crew want to cross to Italy on Tuesday night and be back by Thursday. You read this clause. What do you do?

  1. Go by day only — the clause forbids night sailing, not the crossing
  2. Ask the base for written consent before you leave; without it the crossing is off
  3. Go — the limits bind the boat's insurer, not the skipper
  4. Go, and call the base from Italy so that they know where the boat is
Show the answer

B. Ask the base for written consent before you leave; without it the crossing is off

Outside the contract area or at night the insurance and the deposit cap fall away; only the base's written consent moves a limit.

Contract — navigation limits · Explained in: Limits in the contract

Chart briefing
  • Reef off the cape: keep 0.5 M off
  • Bay with the cable: no anchoring
  • East-coast harbour: untenable in S
  • Afternoon NW 4–5, dies at sunset

The manager runs through the chart briefing fast, pointing at the wall chart. What do you do with what he says?

  1. Note the no-go areas only; the rest is local colour
  2. Photograph the wall chart and work out the details at sea
  3. Listen — the pilot book covers it all and you can read it on passage
  4. Write it on your chart as he goes and ask him to repeat anything you missed
Show the answer

D. Write it on your chart as he goes and ask him to repeat anything you missed

The chart briefing is local knowledge the pilot book lacks: hazards, no-go bays, harbours untenable in a given wind.

Base briefing — chart · Explained in: Base briefing

Check-in form
  • Hull: scratch, stbd quarter, 10 cm
  • Fenders: 6 (inventory lists 8)
  • Fuel: full · Water: full
  • Engine hours: 4198

The technician fills in the form as you walk round and hands it to you to sign. What do you do before you sign?

  1. Read every line against what you saw, add what is missing, then photograph the form and the boat
  2. Sign — the technician's copy is the one that counts and he has written it all down
  3. Sign, and e-mail the base a list of everything else you can remember
  4. Sign, and photograph the boat later in the evening when it is quieter
Show the answer

A. Read every line against what you saw, add what is missing, then photograph the form and the boat

The check-in form is what the deposit is settled against; anything not on it counts as new damage at check-out.

Check-in form · Explained in: Check-in form

Charter contract — return
  • Return: Friday by 18:00, at the base
  • Early return: no refund of unused days
  • Late return: a fee per hour started

On Wednesday the forecast shows a gale for Friday, so you plan to be back at the base on Thursday evening. What does the contract say about that?

  1. The unused day is refunded at the daily rate
  2. You must stay out until the return time in the contract
  3. Nothing is refunded for the unused day; the berth is yours from Thursday — tell the base you are coming
  4. The deposit is reduced by one day's charter
Show the answer

C. Nothing is refunded for the unused day; the berth is yours from Thursday — tell the base you are coming

Coming back early is your call and costs nothing extra; unused days are not refunded; call the base so a berth is free.

Charter contract — return · Explained in: The week and the return

Practise it

All 50 questions of this topic are in the app: practice by topic with the reason after every answer, your mistakes brought back, and a timed mock exam. Free, no sign-up, in the browser or in Telegram.