Marine Surveys by John S. Winder - SAMSŪ SA, Winder Associates, Annisquam, Massachusetts John S. Winder SAMSŪ SA

Winder Associates

Yacht Surveyors & Project Managers

Newport, Rhode Island &
Annisquam, Massachusetts


Construction Management




The Process - Concept to Delivery

I. Owner's Input


Owner's input is necessary to develop a Request for Proposal (RFP) that is used for the designer selection.

A. Style of vessel - what catches the eye?
B. Type of Service - where will she cruise, endurance and performance considerations.
C. How many in owner's party, stateroom desires.
D. Charter-ability - future considerations, resale market.
E. Entertainment areas/decks
F. Permanent crew - Captain, mate, cook, engineer, deck hands, stewardess.
G. Tenders - 1 for owner/guests, 1 for crew: errands, deckhands (to do waterline) where to stow - stern compartment, upper deck, and foredeck use, size, style, etc.

II. Project Manager Concept Input

A. Based upon the owner's input, a Request for Proposal (RFP) is written which is sent to selected designers. The designers respond to the RFP and submit conceptual drawings. The RFP is used to determine how well the designer listed to the requirements and also to evaluate their ability and the working relationship between the owner and the designer.
  1. Call designers for examples of their work: photos, location, and contacts
  2. Inspect, photo/video of numerous vessels with desirable features of owners' concept.
  3. Detailed info of like ships, machinery, systems, layout, style, workspaces, etc.
  4. Rough concept or sketch drawings for designers - several layout options
    B. Select counsel. Admiralty input: Opinion of registry, regulatory bodies
    C. Where yacht to be used, registered (influences construction, equipment)
III. Owner/Project Manager - Design Phase

A. Designer selection

Based upon the response to the RFP, the selection process can work several ways:

1. Several designers can be selected to produce preliminary plans. For example: Two or three designers, for a fee, can be asked to produce:
  1. List of drawings: lines plan, outboard profile, general arrangements
  2. Calculations and studies: stability, bulkhead placement, weight estimates, tonnage and load line study,
  3. Determine strength/weakness of designers: Hull form, strength, systems, layout plans, yards worked with

IV. Owner/Project manager Select Designer

  1. Select designer

  2. Select concept drawing

    1. general layout & profile drawings
    2. models/mock-ups of interior, bridge, etc.

C. Confirm/finalize concept

D. Proceed with design

V. Project Manager & Designer

  1. Detailed drawings for Plan Approval (ABS / LR)
  2. Bid packages prepared - components detailed - structure, mechanical, systems
    1. Bid packages submitted to selected yards for preliminary cost estimating.

  3. Construction package prepared

    Note: Many yards have very capable in-house designers that may be best suited for many of the detailed drawing for structure and layout of systems.

VI. Owner, Project Manager, Legal Counsel & Designer

  • A. Select yard:
    Yard evaluation phase to be well underway during concept phase as travel will commonly involve visiting yards, to see vessels in construction or maintenance
    • Yard evaluation process to include: Past vessel built; Performance - ability to produce at bid; Financial security, legal problems; Design capabilities, in house; Talk with previous project managers & owners.

    B. With legal counsel:
    1. Construction Contract, penalties
    2. Financial Arrangements
    3. Insurance: Builders Risk coverage

    C. Society arrangements/fees (ABS/LR)

VII. Construction Phase

  • A. Construction Oversight
    1. Monitor:
    • labor hours
    • invoicing
    • work flow
    • subcontractors
    • quality control
    • design performance
    • materials, layout & installation

    B. Liaison to owner: any changes in design, material, equipment work flow, progress

    C. Document work:
    • Photo / video of process
    • Material, equipment
    • Testing & inspection

    D. Phase in engineer & Capt. - to assist/learn, at various stages of completion

    E. Operations Manuals:

    • Organize all manuals and plans for yacht crew
    • Develop operation/maintenance procedures

VII. Completion & Operation
  1. Insurance: Hull & P& I policy
  2. Sea trials Hull performance Machinery performance Equipment & systems testing
  3. Vessel inventory
  4. Crew & Training
  5. Model, Book, promotional material
  6. Vessel management: Who, how, $, etc.


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(Installed April 5, 2004, Last Revised July 8, 2010) - Hosted and maintained by Don Robertson