Charter Sector Expenditures Survey

Prepared by: IPHC Secretariat (B. Hutniczak; 20 October 2020; app last updatred on 16 February 2021)


Introduction

This VOLUNTARY and CONFIDENTIAL survey is designed to gather information that characterizes the economic contribution of Pacific halibut sport fishing to all regions covered by the convention establishing the International Pacific Halibut Commission (IPHC).

The intention of the study is to demonstrate the importance of the Pacific halibut charter sector to the economy of the region where it operates, as well as spillover effects to other areas. The study will account for the direct impacts of sport fishing as a service provided by charter boats and fly-in lodges, as well as economic activity generated by charter businesses expenditures in various sectors and households spending Pacific halibut-supported wages. To lean more about the IPHC economic study, please visit our website .

There are four main sections to be filled out in this survey: (A) basic information on your business, (B) business activity information, (C) jobs created, and (D) business operating expenses. The last section includes space for any additional comments you may have.

YOUR RESPONSES WILL BE HELD STRICTLY CONFIDENTIAL AND USED ONLY TO ESTIMATE THE ECONOMIC CONTRIBUTIONS OF PACIFIC HALIBUT SPORT FISHERIES TO REGIONS COVERED BY THE IPHC. All individual survey responses will be held by only a limited number of researchers at the IPHC. Only the summary results of this survey will be reported to the public. Your responses and the data collected from this survey will not be seen or used for any other purpose by the IPHC, National Marine Fisheries Service, Fisheries and Oceans Canada, other federal, state, provincial or local agencies, or other parties.

The data you provided is protected by the IPHC DATA CONFIDENTIALITY POLICY AND PROCEDURES of 2 August 2019 available here .

Filling the survey is estimated to take no more than 30 minutes, including the time for reviewing instructions, gathering the data needed, and completing and reviewing the form. For numeric questions, please provide your best estimates. There is no need to verify your answers with logbook or financial records.

Responses should reflect information for the FISHING SEASON INDICATED BELOW . We recognize that 2020 was not a typical fishing season, and the analysis will reflect that. Charter business owners can also retrospectively submit information for 2019. Data for 2019, covering pre-covid-19 operations, will be used as a baseline for drawing conclusions under normal circumstances.

Information should be given in units indicated in square brackets. Word document with all questions can be supplied upon request.

Questions and comments can be directed to Barbara Hutniczak, Fisheries Economist, Fisheries Policy & Economics Branch, International Pacific Halibut Commission, at Barbara.Hutniczak@iphc.int or via phone: 206-552-7693.



Thank you for participating in the survey


Question A.2: Basic information

Please provide basic details on your business and your email address if you wish to be updated on the study findings.

Question A.3: Information on vessels operated by your business

If you are an owner-operator, insert 1 under Number of vessels owned . Do not include vessels that are operated by other businesses for which you only collect a booking fee.

Question B.1: Business activity

Please provide your best estimates for the listed items, indicating the use of all vessels operated by your business in the selected fishing season (total number if your business operates multiple vessels). There is no need to verify with logbook records.

Note that the indicated number of fish caught and kept will not be used to estimate Pacific halibut biomass removal by the charter sector, but only serve as as in input to the IPHC economic impact study.

Question B.2: Participants

Please indicate your best estimate of the distribution of your saltwater fishing clients by their residency (in % of angler-days), indicating the use of all vessels operated by your business in the selected fishing season. This information may not be recorded, we are asking for your best guess.

The regions are defined as follows:

  • AK - Alaska
  • WC - US West Coast, including WA, OR and CA
  • RUS - rest of the United States (all US states besides AK, WA, OR, CA)
  • BC - British Columbia
  • ROC - rest of Canada (all Canadian provinces besides British Columbia)
  • ROW - rest of the world (any country besides Canada or the United States)
  • BC - British Columbia
  • ROC - rest of Canada (all Canadian provinces besides British Columbia)
  • AK - Alaska
  • WC - US West Coast, including WA, OR and CA
  • RUS - rest of the United States (all US states besides AK, WA, OR, CA)
  • ROW - rest of the world (any country besides Canada or the United States)
  • WC - US West Coast, including WA, OR and CA
  • AK - Alaska
  • RUS - rest of the United States (all US states besides AK, WA, OR, CA)
  • BC - British Columbia
  • ROC - rest of Canada (all Canadian provinces besides British Columbia)
  • ROW - rest of the world (any country besides Canada or the United States)

Question B.3: Information on revenue

Please provide estimated gross revenue (sales or turnover, as the value before tax) generated by your business by the following sources. There is no need to verify with financial records.

Question B.4: Pacific halibut importance to the business

The next two questions ask about two measures of the importance of Pacific halibut to your business. Please read carefully how each of these measures is defined and provide your best estimate based on your experience in the charter sector.

Measure 1: Exposure to Pacific halibut - What percentage of your total revenue from saltwater fishing trips (sales or turnover, not profit, as reported in line 1 of question B.3) would you attribute the trips that included Pacific halibut as at least one of the target species. This should be assessed based on what was offered to your customers at the time they decided to participate in the fishing trip, not what was decided on the spot depending on e.g., sea conditions or guide's insight based on previous trips.

Measure 2: Reliance on Pacific halibut - To assess the importance of the Pacific halibut resource to the viability of the recreational fishing sector, we need to understand how the lack of this resource specifically would affect your business. We would like to ask you here to estimate your reliance on the Pacific halibut resource as a percentage of your total revenue from saltwater fishing trips (sales or turnover, not profit, as reported in line 1 of question B.3) you think would be forgone if Pacific halibut was not available. For example, if you think a moratorium on Pacific halibut fishing would cause a 30% decrease in your annual turnover, this is your answer. If you think you'd cease activity if Pacific halibut was not available, write 100%. Note: This by no means should suggest that Pacific halibut fishing availability is going to change. This question is intended to only measure your self-assessed reliance on the Pacific halibut stock . We are interested in modeling hypothetical shifts between sectors with an intention to present a complete picture of the Pacific halibut economic impact.

Question C1: Created jobs - regional allocation

Please fill the table with the total number of jobs created by your business. Do not include business owners or independent contractors that provide the same service to multiple businesses (e.g., deliveries, marina staff, etc.). If you are an owner-operator, you will be automatically accounted for as a proprietor and you should not be including yourself in this table. Onshore employees can include business manager, guest services, administrative employees, etc. Indicate the residency of employees by filling appropriate columns.

The regions are defined as follows:

  • AK - Alaska
  • WC - US West Coast, including WA, OR and CA
  • RUS - rest of the United States (all US states besides AK, WA, OR, CA)
  • BC - British Columbia
  • ROC - rest of Canada (all Canadian provinces besides British Columbia)
  • ROW - rest of the world (any country besides Canada or the United States)
  • BC - British Columbia
  • ROC - rest of Canada (all Canadian provinces besides British Columbia)
  • AK - Alaska
  • WC - US West Coast, including WA, OR and CA
  • RUS - rest of the United States (all US states besides AK, WA, OR, CA)
  • ROW - rest of the world (any country besides Canada or the United States)
  • WC - US West Coast, including WA, OR and CA
  • AK - Alaska
  • RUS - rest of the United States (all US states besides AK, WA, OR, CA)
  • BC - British Columbia
  • ROC - rest of Canada (all Canadian provinces besides British Columbia)
  • ROW - rest of the world (any country besides Canada or the United States)

Question C2: Payments to labor

Please indicate labor cost (payments to vessel operators, guides, on-board crew members, and on-shore employees). Include bonuses and payroll taxes, but exclude owner's net income (i.e. profit) , employee benefits (insurance, paid leave, etc.), as well as any employee-paid contributions to fuel, food, management fees or other vessel expenses.

Question D.1: Business operating costs

Please fill the following table with expenditure items related to all activities offered by your business using the instructions provided below. We ask for your best estimates, based on your general recollection. There is no need for exact accounting.

First column should include values in monetary terms . If expense in any of the categories below does not apply to your business, leave the cell with '0'. Do not include in the cell any characters other than numbers - e.g. write 1000, not '1.000' or '1000 USD'/'1000 CAD'.

The following columns should include approximate percentage allocation of each expenditure item to each indicated area . The sum should be 100%. For example, 80% of the supplies might have been purchased in Alaska, while the remaining 20% in Washington state (West Coast of the United States). Your vessel, while operating in Alaska, may be insures in Seattle (100 % allocated to West Coast of the United States). When filling columns 2-7, just write numbers ranging from 0 to 100, do not use '%' sign.

In row 2 (fish handling) , include any handling, processing or packaging costs if these are offered by your business.

In row 4 (trip supplies) , include the cost of ice, as well as food and beverages, if offered to your customers as a part of the trip.

In row 5 (bait) , include only fisheries-origin bite (i.e. wild capture fish), exclude any artificial or aquaculture-origin bait.

In row 6 (repair and maintenance) , include the repair and maintenance cost related to vessel, gear and other equipment.

In row 8 (services) , include insurance (excluding health insurance paid as employee benefits), professional services (e.g., legal, accounting, advertising, financial), internet and phone service.

In row 9 (government-mandated fees) , include all federal, state and local government fees. This can include any licensing or landing fees, or landing taxes you pay.

In row 10 (other overhead expenses) , include the cost of employee benefits (insurance, paid leave, etc.), travel and meals, utilities (mainly related to land-based activities, e.g., running a booking office or a lodge), general supplies (office supplies), other overhead expenses.

Capital expenses - should include total rental/lease payments, purchases and improvements fully paid for during the selected fishing season, as well as loan payments on purchases and improvements financed during or before the selected fishing season (i.e., debt repayment). This excludes the cost of repair or routine maintenance. Mobile capital include vessels, fishing gear, other equipment (e.g., personal safety equipment), as well as vehicles used by the business.

The regions are defined as follows:

  • AK - Alaska
  • WC - US West Coast, including WA, OR and CA
  • RUS - rest of the United States (all US states besides AK, WA, OR, CA)
  • BC - British Columbia
  • ROC - rest of Canada (all Canadian provinces besides British Columbia)
  • ROW - rest of the world (any country besides Canada or the United States)
  • BC - British Columbia
  • ROC - rest of Canada (all Canadian provinces besides British Columbia)
  • AK - Alaska
  • WC - US West Coast, including WA, OR and CA
  • RUS - rest of the United States (all US states besides AK, WA, OR, CA)
  • ROW - rest of the world (any country besides Canada or the United States)
  • WC - US West Coast, including WA, OR and CA
  • AK - Alaska
  • RUS - rest of the United States (all US states besides AK, WA, OR, CA)
  • BC - British Columbia
  • ROC - rest of Canada (all Canadian provinces besides British Columbia)
  • ROW - rest of the world (any country besides Canada or the United States)

Operating expenses

Overhead expenses

Capital expenses

Operating expenses

Overhead expenses

Capital expenses

Operating expenses

Overhead expenses

Capital expenses


Comments on the impact of COVID-19

Comments on the survey

Help us understand the full scope of the Pacific halibut contribution to the economy

Would you be willing to distribute information about a different IPHC survey targeting recreational anglers and asking them about their recreational fishing preferences and contribution to the economy beyond the charter sector (e.g., through equipment purchases, travel expenses)? This could be custom made flyers sent to you with information the IPHC web-based survey that you could share with your customers. Please note that this s just a preliminary inquiry. The feasibility of such an endeavor is yet to be determined by the IPHC .

Please review the following errors and click 'Submit the survey' button when ready. You can use the navigation pane to go back to previous sections.

Please note that submission is only complete when a pop-up window appeared. Do not close this window before you receive the notification that the submission is complete.

You can download a copy of your submission and keep it for your own records by clicking the button below. You can also use this file if you want to discuss your submission. For more information, contact Barbara Hutniczak, IPHC's Fisheries Economist at Barbara.Hutniczak@iphc.int .
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