Tennessee Safe Boating Course

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Chapter 3: Trip Planning and Preparation

3.1 Checking Local Weather and Water Conditions

3.1.1 Check Forecast and Monitor on the Water

It is important to check short-term and long-term local weather forecasts on radio, TV or the Internet before any boating trip. The weather forecast should always be taken into consideration when preparing your trip plan. Avoid boating in heavy fog. Be particularly mindful of hurricane warnings - never venture out on the water in a hurricane warning.

NOAA Weather Radio broadcasts on the following frequencies: Channel 1 - 162.000 MHz, Channel 2 - 162.475 MHz, Channel 3 - 162.500 MHz. NOAA radio updates weather information such as: temperature, humidity, wave conditions, barometric pressure, and wind speed and direction.  NOAA uses the following language to describe severe weather conditions:

Warning Flag Language Meaning
Small Craft Advisory Small Craft Advisory observed or forecast winds of 18-33 knots
Gale Warning Gale Warning observed or forecast winds of 34-47 knots
Storm Warning Storm Warning observed or forecast winds of 48 knots or greater
Tropical Storm Warning observed or forecast winds of 34-64 knots
Hurricane Warning Hurricane Warning observed or forecast winds of 64 knots or greater
Special Marine Warning observed or forecast winds of 34 knots or higher, coupled with a storm to last more than two hours

But weather forecasts, particularly on the water, can change quickly. Therefore, it is imperative to be able to anticipate and monitor changing weather.

  • Keep an eye to the sky: fog, dark clouds and lightning are obvious indications that bad weather is approaching.
  • Barometric readings: a rising barometer indicates fair weather while a falling barometer indicates foul weather.
  • Pay particular attention to shifts in wind direction and temperature - which both indicate that weather is changing.
  • Be mindful of the West - foul weather usually approaches out of the West; however storms from the East tend to be more powerful.
  • Be vigilant of other boaters' movements and monitor radio and weather channels frequently. Ask for recommendations via radio if in unfamiliar waters.
Foul Weather

3.1.2 Coping With Foul Weather

Preparation for a storm

  • Ensure all passengers wear PFDs that are secured properly.
  • Reduce speed and proceed with caution, keeping an eye on approaching boats and floating debris.
  • Close all hatches and ports to avoid swamping.
  • All passengers should be low in the boat and near the centerline.
  • Secure all loose items in the boat to avoid losing them overboard.
  • Pump out bilges to keep boat high in the water.
  • Head for the nearest safe shoreline.
  • Check marine charts for the nearest shelter and note hazards.

When the Storm Hits

Tip

When boating in stormy weather, the first precaution that should be taken by the boat operator is to ensure that all aboard are wearing USCG-approved PFDs.

  • If lightning is present: unplug all electrical equipment, keep low in the boat and away from metal objects.
  • Head the bow of the boat into waves at a 45 degree angle to keep the boat in the most stable position.
  • If engine stops, drop anchor from the bow to combat drifting and swamping.

3.2 Checking Local Hazards

Before boating in any new or unfamiliar waterways, boaters should secure local marine charts. If local charts are unavailable, consulting with local boaters and marinas is wise as these sources usually have a wealth of knowledge about local hazards to avoid. Always consult with local authorities to obtain any local rules or restrictions such as: motorized operation restrictions or hours of operation and access to locking operations.

Local Hazards to be wary of:

  • Whitewater areas can very easily drag a boat or person downstream, where rocks and debris as well as a very strong, rushing current are cause for concern.
  • Hazardous inlets can produce abnormal currents or changes in water levels.
  • Abnormal tides or currents may affect your ability to properly navigate or steer your vessel.
  • Power-lines are especially hazardous for sailing vessels, or vessels with a mast. Always make sure your vessel has enough clearance to safely go underneath the lines. If you are unsure, don't chance it.
  • Low seasonal waters - remember that local charts show an average in water level. Generally waters are higher in the spring, and lower through the summer.
  • Obstructions such as bridges, channel openings, commercial fishing nets etc.
  • Shoaling areas (marked and unmarked) - these areas become shallow gradually and are often difficult to spot without local charts.

    Note

    If trying to assist a victim, ALWAYS wear a lifejacket, and avoid going into the water. Throw a line to the victim and call or signal for assistance

  • Lowhead Dams pose a hazard both below and above the dam. Their drop creates a hydraulic 'hole' at the base of the dam that can trap objects, or people. Boaters should always be on the lookout for warning signs or buoys indicating lowhead dams. Always portage around a dam. If you do get trapped in a hydraulic, tuck your chin down and hold your knees tight to your chest with your arms.
  • Locks should always be approached at idle speed. One long blast followed by one short blast indicates intention to enter the lock. Military and commercial vessels have priority, so recreational boaters must wait for their turn. Stay clear of vessels entering/leaving the lock, and be mindful of barges and large craft that can create dangerous current, drawing smaller vessels into their path. Once the lockmaster directs you into the lock, proceed with caution. Always wear your PFD and remain seated. Wait for the lockmaster's signal before leaving the lock at idle speed.
Float Plan

3.3 Filing a Float Plan

A Float Plan left with a responsible person is a wise decision for any boating trip - but for longer trips in particular. It is advised that you fill out a Float Plan similar to the sample below and leave it with a responsible family member, friend or local marina before leaving the dock. A Float Plan left with a responsible person could save your life should foul weather or an emergency situation arise. At the very least - you should always let a responsible person know the approximate location you plan to boat and when you expect to arrive home, so that they know an appropriate date and time to contact authorities if an emergency situation arises.

Float Plan
  • Step 1 - fill out applicable information for EACH VOYAGE
  • Step 2 - mariners are expected, and encouraged to, file Float Plans with a responsible person
  • Step 3 - close Float plan upon termination of voyage

Owner's Name & Address ________________   Telephone Number ______________

_________________________________________________________________________

Vessel's Name & License Number ___________   Sail ______   Power ________

Size and Type ___________________________________________________________

Color _____________   Hull __________  Deck _________   Cabin ___________

Type of Engine ____________  Other Distinguishing Features ______________

Radio Channels Monitored: HF _______   VHF _______   MF ________

Satellite or Cellular Telephone Number _______________________

Safety Equipment on Board

Life Rafts ___________   Dinghy / Small Boat (inc color) ________________

Flares (Qty and type) _________   Lifejackets/PFDs (Qty) ________

Other ___________________________________________________________________

Search and Rescue Telephone Number ___________________________

Trip Details (include these details every trip)

Date of Departure ________________  Time of Departure ___________________

Leaving From _____________________  Heading To __________________________

Proposed Route ___________________  Est. Date/Time of Arrival ___________

Stop Over Point __________________  Number of Persons on Board __________

Passenger Allergies/Illnesses (if any) __________________________________

3.4 Boat Preventive Maintenance

Proper maintenance of your boat can extend its useful life and also ensure you and your passengers have an enjoyable and safe boating experience.

Engine

  • Change oil at least once a season. Check manufacturer's recommendations for oil changing.
  • Inspect belts and hoses before every voyage and replace those that are worn or torn.
  • Check fluid levels, oil levels and the condition of the battery before every voyage.
  • Check for corrosion and oxidation and take preventive measures before they become serious problems.
  • Check and service transmissions and change fluids according to recommended schedule.

General Maintenance

  • Always use marine parts - never automotive parts!
  • Store vessels in dry place out of the sun.
  • Check any through-hull fittings - like engine-cooling intakes. A leak or opening could sink your boat if not attended properly.
  • Keep the decks and hull cleaned and waxed for better fuel efficiency and longer life.
  • Electrical connections need to be cleaned and greased to prevent corrosion.

3.5 Transporting and Trailering

3.5.1 Safe Towing Preparation

Tip

Each time you stop, ensure the hitch/ball and safety chains are secure.

It is imperative that you ensure the towing vehicle can handle the towing load and has an appropriate trailer, hitch and safety chains. Trailers, like boats, have capacity plates attached. Make sure your trailer has the capacity to carry your boat AND motor, fuel and any additional gear on-board before you begin a road trip. Pay particular attention to the Tongue Weight. A tongue that is too heavy will create steering difficulties while a light tongue can result in fishtailing.

Match the trailer Class with the proper hitch. The coupler should never be smaller than the size of the ball hitch. Always ensure that the hitch and ball are correct and secure.

Trailer Class Towing Weight
Class 1 not to exceed 2000 lbs
Class 2 2001 lbs to 3500 lbs
Class 3 3501 lbs to 5000 lbs
Class 4 over 5000 lbs

3.5.2 Gross Axle Weight Rating (GAWR) & Gross Vehicle Weight Rating (GVWR)

Both your towing vehicle and trailer will have GAWR and GVWR guidelines for towing and weight capacities in the owner's manuals. Never exceed 90% of the recommended GAWR or GVWR. Consult with your dealer when buying any trailer or towing vehicle to accurately meet your towing requirements.

3.5.3 Final Preparation

Towing Final Preparation
  • Make sure boat is centered on trailer and fuel and gear is distributed evenly throughout the boat; an uneven load can cause instability and makes steering and maneuvering much more difficult.
  • Tie down all loose items and equipment in the boat being towed.
  • Criss-cross chains under the frame when attaching the trailer to the towing vehicle. Make sure chains can support the weight of the entire load - should the hitch break.
  • Make sure trailer brake lights and directional lights are working so other drivers will be notified of any stops, braking or turning.
  • Check tire pressure and ensure lug nuts are tight and secure.
  • Adjust side view mirrors as necessary to get a clear view of the trailer and any traffic behind.
  • Practice turning and backing up with the trailer attached. It takes some time to get used to these maneuvers. Practicing will build confidence and competency.
  • Tie down boat with additional straps to trailer frame.

3.5.4 Road Handling

Driving with a cumbersome load will require some special considerations on the road. First, the load will make the towing vehicle less responsive. As a result, it is advisable to reduce your speed and give vehicles in front more room, and thus time to maneuver and react. Remember, you have another vehicle attached behind - take corners more slowly and widely to get the trailer around safely.

3.5.5 Launching a Boat

Tip

If you anticipate engine problems, start the engine and let it warm up while still attached to the winch line. It is much easier to retrieve the boat when still on the trailer.

Launching a boat
  • Prepare for launch: Prepare the boat away from the launch so as not to block any boaters that are waiting to launch or retrieving their boat. (Preparation may involve: removing all tie-downs except the winch line, loading additional supplies and equipment into boat, inserting the drain plug if not already done, disconnecting trailer brake lights - to prevent burnt bulbs, remove the motor travel supports if applicable, and put the trim up - to prevent hitting the prop when launching, insert the key in the ignition to start the engine if applicable.
  • Attach a bow line to steady the boat upon release, may not be required if two persons are launching the boat, and one is in the boat.
  • Back into the water far enough so that the lower unit cooling water intake holes are submerged. (NOTE: use parking brake on towing vehicle at this point and do not allow the tow vehicle's wheels in the water unless necessary)
  • Release the winch line and slowly reverse the boat off the trailer.
  • Secure the boat to the dock and promptly move the tow vehicle and trailer away from the launch so as to not block any boaters waiting to launch or retrieve their boat.

3.5.6 Retrieving a Boat

Tip

To stop the spread of aquatic species, it is best to clean your boat before you leave the ramp area. Make sure to remove all plant materials from your boat.

Retrieving a boat 

If the ramp is steep, ensure someone 'spots' for you before you drive up the ramp. Be aware of pedestrians and other boats.

  • Proper Etiquette: Unload fuel and equipment away from the ramp if possible and feasible. Prepare truck and trailer for retrieval and wait for your turn.
  • Back the trailer into the water until two-thirds of the bunks or rollers are submerged. (Make sure the towing vehicles' wheels stay short of the water unless necessary)
  • Attach a bow line to steady the retrieval.
  • Maneuver the boat close enough or drive it onto the trailer to attach the winch line.
  • Shut off the engine and trim or raise the outboard or stern drive.
  • Pull the boat up the trailer by cranking the winch line. Stay out of the direct path of the winch line, in case it should break.
  • After retrieving the boat, pull the trailer out of the water and well away from the boat ramp; out of the way of others.
  • Begin your preparation for the road once more, remembering to remove the drain plug and pump or drain any water out of the bilge first, and drain the live-wells or bait-wells if applicable.

3.6 Fueling Procedures

Tip

Keep the bilge clean and free of trash to reduce the risk of fire



Fueling Procedures

Gasoline and its vapors are a major cause of marine fires. Therefore, boaters must take care when fueling to avoid spills and the spread of gasoline vapors. Gasoline fumes are most likely to accumulate in the bilge.

  • Secure the boat to the fueling dock and turn off the engine.
  • Unload all passengers prior to fuelling.
  • Unload portable tanks prior to fuelling them.
  • No smoking or flames should be present.
  • Turn off all electrical equipment that can throw a spark prior to fuelling.
  • Close all doors, windows and hatches before commencing fueling.
  • Open all doors, windows and hatches immediately after fueling to allow air to circulate through the vessel.
  • Hold nozzle firmly against fill pipe opening to ground any static buildup.
  • Never fully fill a tank , always leave room for gas to expand and avoid overflow. (Ensure air vents/valves to gas tank are open.)
  • Put the gas cap on tightly after fueling to avoid vapor escape. Always wipe away any spills or leakage immediately with a rag.
  • Before starting the engine again, it is advisable to sniff for fumes that may have escaped. Turn on the blower for FOUR minutes on inboard gasoline engines to remove any fumes before starting the engine again.
  • Place portable tanks filled with fuel in well ventilated areas away from the engine and electrical equipment on-board.

3.6.1 Fuel Conservation

Tip

Adjust the tilt on your motor when starting and reaching a plane.

The following are tips to conserve fuel for better mileage and to reduce the environmental impact that gasoline can have on marine life.

  • Make sure the engine is adequate for the size and weight of the boat and keep the engine in good shape with regular maintenance and replace sparkplugs regularly.
  • Use the correct propeller and regularly check for damage
  • Drain all water from the bilge before leaving the dock and keep the hull clean to reduce friction. Use a bailing can or a portable bilge pump on smaller boats.
  • Distribute equipment, fuel and passengers evenly throughout the boat and do not overload
  • Shut the engine off when stopped or docked
  • Plane smoothly and evenly at take-off, then throttle back to cruising speed

3.7 Pre-Departure Checklist & Passenger Communication

Predeparture Checklist

No two boating trips will mirror one another; every experience is different. It is important not to take any boating trip lightly. In addition, not every boater has the same comfort level or experience on the water. Accidents occur when proper precautions are overlooked. A pre-departure checklist should be used before each trip - regardless of length. The checklist is easy to review and will also ensure new passengers are informed and comfortable.



Pre-Departure Checklist
Personal Floatation Devices
At least one Coast Guard approved PFD per passenger and a minimum of two PFDs total
A throwable device if the boat is greater than 16 feet
Inform all passengers of PFD locations

Sound producing devices
Horn, whistle or bell present (preferably more than one)
If a portable air horn, have a spare can of air

Lights
All required navigation lights
Check instrumental lights
Flashlight

Distress Signals
Flares: stored in an accessible, dry location
Inform all passengers of signal location and use

Docking and Anchoring
At least one anchor set up to anchor line
Two or three extra docklines
Inspect dock and anchor lines for wear and tear, replace if frayed
Keep two fenders for docking

Documentation

Keep registration, radio license, fishing permit, boater's operator card on board

Keep local charts on-hand for quick reference

Bilges
Make sure bilge is dry and pump is functional
Clean bilge of any spills or waste

 
Fire Extinguishers
Accessible, Coast Guard approved fire extinguisher
Ensure mounts are secure
Inform all passengers of fire extinguisher location(s)

Tools and Spares
Basic tool box
Box of spares aboard. e.g.: Fuel filter, light bulbs, etc...

Emergency Boat Operation

Storm Weather and Falls Overboard procedures

Radio Operations
First Aid Kit (on board and accessible)

Fuel and Oil
Make sure tanks are full
Check the engine oil and coolant levels

Ventilation
On powered vessels, ensure interior spaces are well ventilated
Run blower before starting if fumes are present
If fumes are present after blowing, look for a leak or spill.

Battery Care
Make sure all powered equipment is working
Spare batteries for accessories such as a handheld radio, flashlight
Make sure rechargeable batteries are charged

Weather Forecast
Did you check the weather forecast?
Hand-held radio to monitor weather

Chapter Summary

Upon completion of reading Chapter 3, you should have knowledge of:

  • Why checking the forecast during trip preparation and monitoring the weather while out on the water is important as well as the different terminology used by the NOAA
  • How to prepare for foul weather and what to do when a storm hits
  • Local hazards to be informed of and how to check for them
  • A Float Plan
  • Proper engine and general boat maintenance
  • Trailer classes and proper towing and trailoring methods and regulations as well as how to launch and retrieve a boat
  • Fueling procedures
  • A Pre-Departure Checklist.

Tennessee Safe Boating Course

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