Question Bank

Generic Clearance For Economic Surveys of the Commercial & Charter Harvesting Sectors of Federally Managed Fisheries

Question Bank for an H-G ICR.xlsx

OMB: 0648-0823

Document [xlsx]
Download: xlsx | pdf

Overview

Respondent Info
Boat & Gear Info
Trip Costs
Other Trip Info
Earnings Info
Annual Costs excl lab and loans
Crew Size and Payments
Loan (Info
Exogenous Shocks
Opinions
Nn-resp questions
Spotter plane questions
Processor Questions
Former participant Qs

Sheet 1: Respondent Info
Respondent Information Questions
























Note: We use the term "boat" to refer to boats and boats in all the worksheets in this spreadsheet. Each survey will use the correct fishery or region-specific term. "[Year]" is a placeholder for the actual year(s) to be used in a survey. The option to check the "Prefer not to answer" box will be included for many questions.
























Explanation: Each survey will request a subset of the following information for 1 or 2 specific calendar or fiscal years or the last 12 months. Information related to a specific boat will be for an identified boat or a list of identified boats.























No new Qs
# Respondent Information Com, Chart or Both PI Charter AK Charter NE Charter NW Charter SE Charter SW Charter SW Alba. SW Swordf. SE USVI SE PR SE Shrimp SE Golden Crab NE Multi Gears NW LE & OA SW CPS PI ASPL PI HPL PI ASSB PI HSB PI MASB PI Guam Add-on PI Saipan Add-on PI A.S. Add-on No of surveys with this Q
1 Date of survey response (Month/Day/Year) B





1





1 1 1 1 1
1


7
2 May I please speak to [NAME OF CONTACT]? B

1



















1
3 Are you/ is [NAME OF CONTACT] the owner of [boat NAME]? B

1



















1
4 Did the [boat NAME] take anyone fishing for a fee in [Year]? C

1



















1
5 Did more than 50% of the [boat NAME]’s [region specific term] trips in [Year] target [name of a region-specific species group]? B

1



















1
6 Are you willing to provide cost and earnings information associated with your [region-specific term] fishing business? B

1



















1
7 What is the best time for the interviewer to call you back? B

1



















1
8 What are the business name and license number of your business as listed on the [region-specific type of license] license? B
1




















1
9 Could you provide the name and telephone number of the person who can provide cost and earnings information for the [boat NAME]? B

1



















1
10 Do you maintain a public website for your boat/business? If “Yes” , please list its URL Ch



1

















1
11 Is your business structured as a C corporation? (A C corporation is taxed separately from its owners.) B
1




















1
12 Your business structure (select one): □ sole proprietorship □ partnership □ corporation □ Limited liability partnership (LLP) □ Limited liability company (LLC) □ S Corporation □ other B 1 1 1



















3
13 The total percentage ownership share of this business held by you and other members of your household during [Year]. Your household includes family members and others who share your residence. Do not include family members that have their own residence outside of yours. B
1




















1
14 During [Year], how many members of your household, including yourself, worked for the business as boat operators and guides, deckhands and other crew, and in work based primarily on-shore? If an individual did more than one job, include them in the count for the job they did the most. boat operators/guides ___ Deckhands and other on-board crew ___ On-shore work ___ B
1




















1
15 Permit owner name B







1

1










2
16 Respondent's name B










1
1 1 1 1 1 1 1


8
17 Date your [Year] fiscal year began B












1 1







2
18 Which of the following best describes your position relative to the boat in [Year]? [We will provide a list of up to 10 fishery or region-specific positions, such as owner/operator, boat owner but not captain or crew, hired captain, crew, spouse/relative of owner, boat manager, accountant/bookkeeper for owner, and other. When the answer is "Other" here or elsewhere, we will ask the respondent to describe/define "Other".] B
1




1 1 1


1 1 1 1 1 1 1


11
19 For some surveys, the following contact information will be requested from all respondents. For others, it will be requested only in response to an answer of YES to a question such as may we contact you if we have follow up questions to clarify the information you have provided us with in this survey or would you like to receive a copy of the final report for this study. B























19.1 Email Address B 1




1
1

1
1 1







6
19.2 Telephone B 1




1
1

1
1 1 1 1





8
19.3 Full mailing address (street, city, state or territory, and zip code) B 1




1





1 1







4
20 How many boats in each of following categories do you own? [Up to 5 region-specific categories, including other, will be listed. For example the NE charter sector survey used the following categories: Guide boat, 6 pack charter boat, Overload charter boat, and Head boat.] B

1



















1
21 Number of permitted boats that you were listed as an owner in [Year] (not including skiffs) B











1









1
21.1 Number of those boats that took at least one [fishery or region-specific term] trip in [Year] B











1









1
22 Number of fishing boats that you (or the company you work for) owned in [Year] B


1
1

1 1




1 1





6
23 If you own a boat, what year did you purchase your first boat? B


1
1
















2
24 Number of boats used to harvest food or bait [fishery-specific species] in [Year] B









1











1
25 Number of boats that fished in the [name of the fishery] [Up to 5 fisheries, including "Other", will be listed. For example, the PI ASPL survey listed America Samoa longline fishery and other fisheries.] B














1 1





2
26 Number of [fishery or region-specific gear type] fishing boats that you or your company owned with [State or region] [region-specific gear type] permits in [Year] B














1 1





2
26.1 Number of those boats that were active in [Year] B














1 1





2
26.2 Number of those boats that were not active in [Year] B














1 1





2
27 Indicate how would you describe yourself as a fisherman or your primary motivation for fishing in [Year] (If you had multiple motivations, put 1 as first, 2 as second, and 3 as third) [Up to eight region-specific motivations, including other, will be listed. The following examples are from the PI ASSB survey.] B 1















1 1 1


4
27.1 Purely Recreational (I fished only for sport or pleasure) B
















1




1
27.2 Recreational Expense (I fished primarily for sport or pleasure, but I also sold a few fish to cover trip expenses) B
















1




1
27.3 Subsistence (I fished primarily to catch fish to feed myself/my family/my community) B
















1




1
27.4 Cultural (I enjoyed fishing, but I was even more concerned about keeping traditional practices alive, such as using traditional fishing gear) B
















1




1
27.5 Part-time Commercial (Fishing paid some of my bills, but I still had to work at another job) B
















1




1
27.6 Full-time Commercial (Fishing brought in most or all of the money I made in 202X-1) B
















1




1
27.7 Other, please specify B
















1




1
28 Date you first owned a [regional gear type] boat in the [State or region] [region-specific gear type] fishery B














1 1





2
29 Number of years of [sector-specific term] fishing experience you have B








1












1
30 Year you become involved in the [region-specific term] industry in any capacity B


1
1
















2
31 Do you serve as the primary boat captain for a [region-specific term] boat? B


1
1
















2
32 Number of years you have been a [sector or region-specific term] owner/captain? B

1








1









2
33 Number of years you have fished from a boat B


















1


1
34 Year you (or your company) started fishing in [name of the fishery] [Up to 5 fisheries, including "Other", will be listed.] B














1






1
35 Are you a member of a fishing club/association/group? (Please check all that apply) (Up to eight region-specific associations, including other, will be listed. For example, the PI MASB survey listed the following: Guam Fishermen's Cooperative Association (GFCA), Guam Organization of Saltwater Anglers (GOSA), Marianas Apnea Spearfishing Club (MASC), Marianas Underwater Fishing Federation (MUFF), Saipan Fishermen Association (SFA), Halum Mamati Fishing Club (HMFC), Other, and None B


















1


1
36 Number of hours per week you worked for pay (non-fishing) in [Year] B


















1


1
37 Did you own other businesses besides [sector-specific term] fishing in [Year]? B














1 1





2
37.1 If YES, how important was fishing to your company portfolio (in term of % of revenue) in [Year]? B














1 1





2
38 Who handles boat finances? □ Captain □ Owner □ Spouse□ Partner □ Accountant □ Other B





1















1
39 Your gender □ Male □ Female □ Prefer not to answer B
















1 1 1


3
40 Your year of birth [or age] B 1







1






1 1 1


5
41 Your marital status □ Single □ Married □ Divorced □ Widow □ Other □ Prefer not to answer B








1












1
42 Number of family members you supported in {Year] (including yourself) B








1












1
43 What percentage of your personal annual gross income in [Year] was from [sector and region-specific term] fishing activities? B

1



















1
44 During [Year], about what percentage of your total annual household income was earned from this [sector, fishery or region-specific term]? Check the best answer. □ None □ 1-25% □ 26-50% □ 51-75% □ 75-99% □ 100% B
1




















1
45 In [Year], after expenses, the percent of your personal income that came from the sale of fish B













1

1 1 1


4
46 In [Year], how important was the fish you caught as a source of food for your family for reach of the following species or species groups? [Up to six region-specific species or species groups six categories including I did not catch it and five other categories from Not at all important to Extremely important will be listed]. B 1

















1


2
47 Your total household income, before taxes, in [Year], including fishing income [Up to 10 levels of income will be listed.] B 1















1 1 1


4
48 The percentage of your household income (not personal income) that was derived from [sector-specific term]l fishing in [Year] B







1 1












2
48.1 If not 100%, which non-[sector-specific term] fishing activities did you engage in? B








1












1
49 In [Year], did your household (or the fishing company you work for) have other income sources besides the fishing business in [area name]? B














1






1
49.1 If yes, income from the fishing business in [area name] was what % of the total household (or the fishing company you work for) income? B














1






1
50 How would you describe your participation in the fishery? Up to 10 region-specific descriptions will be listed. For example the SE PR survey listed the following: Fish year-round, on full-time basis, Fish year-round, on part-time basis for subsistence/food or additional income, Fish on a seasonal basis, on full-time basis for subsistence/food or additional income, Fish on a seasonal basis, on part-time basis for subsistence/food or additional income, Fish when feel like it, and No longer fish.] B








1












1
51 Which of the following best describes what you did during the [Year] off-season? Check all that apply. [Up to 8 region-specific descriptions will be listed. The following are examples from the AFSC Charter survey.] B
1




















1
51.1 Continued work related to your charter business, including travel outside of Alaska B
1




















1
51.2 Worked in Alaska in a commercial fishing-related job not related to your charter business B
1




















1
51.3 Worked in Alaska in a non-fishing related job B
14




















14
51.4 Lived in Alaska, but did not work B
1




















1
51.5 Worked outside of Alaska in a recreational or commercial fishing-related job not related to your charter business B
1




















1
51.6 Worked outside of Alaska in a non-fishing related job B
1




















1
51.7 Lived outside of Alaska, but did not work B
1




















1
52 The [community/village/city] you lived in in [Year] B


















1


1
53 Number of years you have lived in [area, state or territory] B 1

















1


2
54 How long have you fished from a charter boat in [area, state or territory]? Ch 1





















1
55 Have you been involved in a charter fishing business elsewhere? (please check all that apply) Ch 1





















1
56 How would you describe the owner’s (or your) major motivation for owning a charter boat in [area, state or territory]? (please check one) Ch 1





















1
56.1 For the love of fishing and to run a charter fishing business Ch 1





















1
56.2 To have a boat (with a slip) in [area, state or territory] available for fishing by the owner, when desired Ch 1





















1
56.3 To make income from charter fishing activities, but not necessarily to fish Ch 1





















1
56.4 Other (please specify): Ch 1





















1
57 Are you □ Owner - Captain □ Owner - Non-Captain □ Pain Captain □ Charter Fishing Crew Ch 1





















1
58 How many partners or shareholders are involved in the business? Ch 1





















1
59 During [Year], after expenses, what percentage of your personal income came from CHARTER FISHING activities? Ch 1





















1
60 In 202X-1, were you …□ Boat owner (but not going out for fishing □ Owner operator □ Captain (not boat owner) □ Crew Co
















1




1
61 The zip code where you lived in [Year]? B

















1



1
62 Are you of Hispanic, Latino, or of Spanish Origin? [Up to five categories from the 2020 Census, including other, will be listed.] B
















1 1 1


3
63 How would you describe your race [or what is your race]? [Up to 15 region-specific categories, including other and combinations of categories, from the 2020 Census will be listed.] B 1















1 1 1


4
64 Your employment status [Up to eight responses, including other, will be listed. For example the PI MASB survey used the following categories: Employed full-time, Employed part-time, Student (full-time), Student (part-time), Retired, Unemployed, and Other] B


















1


1
65 Your highest level of education [Up to eight levels will be listed. For example the PI ASSB survey used the following categories: Less than 9th grade, Some high school (no diploma), High school graduate (including GED), Some college (no degree), Associates degree or technical school, College graduate (bachelor degree), and Advanced, professional, or doctoral degree] B
















1 1 1


3
66 A certification that the information contained on this form is accurate and complete to the best of respondent's knowledge with the respondent's signature B










1










1
67 May we contact you if we have follow up questions to clarify the information you have provided us with in this survey? B 1










1



1 1 1


5
67.1 If you responded “YES”, please provide your contact information and preferred method for contacting you: B 1










1









2
67.1.1 Name: B











1



1 1 1


4
67.1.2 Telephone: B 1










1



1 1 1


5
67.1.3 E-Mail: B











1



1 1 1


4
67.1.4 Preferred Method of Contact □ Telephone □ E-Mail B











1



1 1 1


4
67.1.5 If by phone, best time to contact you B 1















1 1 1


4
68 Would you like to receive a copy of the final report for this study? B
















1 1 1


3
69 May we link your answers to the information contained in the [region-specific] Logbook database? The information provided will be kept confidential. The ability to link your cost and earnings information to your reported logbook information will allow for improved modeling and understanding of the [region-specific term] fishery. B




1
















1
69.1 If Yes, please provide your signature B




1
















1


















































The charter sector surveys were conducted under the following six collections:
























1. Alaska Recreational Charter Guide and Owner Data Collection - change request to remove incentive (0648-0647)
























2. Marine Recreational Fishery Statistics Survey (0648-0052)
























3. Washington/Oregon Charter Survey (0648-0369)
























4. Cost/Earnings Study of Hawaii For-Hire (Charter) Fleet (0648-0369)
























5. Mail Survey to Collect Economic Data from Federal Gulf of Mexico and South Atlantic For-Hire Permit Holders (0648-0730)
























6. California Commercial Passenger Fishing Vessel Cost/Earnings Survey (0648-0369)


















































The commercial sector surveys are approved under the Economic Surveys of Specific US Commercial Fisheries (0648-0773).
























Sheet 2: Boat & Gear Info
Boat and Gear Information Questions
























For this and other worksheet, the highlighted questions are new (i.e., they are not from previously approved economic surveys of the commercial or charter sectors).
























Explanation: Each survey will request a subset of the following boat and gear information for: 1) 1 or 2 specific calendar or fiscal years or the last 12 months and 2) a specific boat, each listed boat or all the fishing boats owned by a respondent or the company the respondent represents.























1 New Q
# Boat and Gear Information Com, Chart or Both PI Charter AK Charter NE Charter NW Charter SE Charter SW Charter SW Alba. SW Swordf. SE USVI SE PR SE Shrimp SE Golden Crab NE Multi Gears NW LE & OA SW CPS PI ASPL PI HPL PI ASSB PI HSB PI MASB PI Guam Add-on PI Saipan Add-on PI A.S. Add-on No of surveys with this Q
Boat Information
























1 Owner/Operator B





1 1














2
2 Captain B





1 1














2
3 Boat name B





1 1




1 1 1 1





6
4 Boat ID [The ID number(s) requested will differ by survey and may, for example, include USCG # and state, territory or federal permit or license number.] B





1
1
1 1
1 1 1 1





8
5 Please list the [state or territory] boat number or U.S. Coast Guard boat documentation number for all (or up to 10) active boats that this business operated during the [Year] season and indicate if the boat was owned by the business or if it was leased from another person or business. Include only [region-specific area, such as saltwater] boats for which your business incurred expenses and/or received revenue B
1




















1
6 Home Port (city and state/territory B





1





1 1







3
7 Did the boat owner live in [area name] in [Year]? B














1






1
7.1 If yes, how long did the boat owner live there in [Year{? B






















0
8 Boat length [regional-specific length type] (feet) B 1



1 1
1 1 1

1 1 1
1 1 1


12
9 Boat width/beam B





1















1
10 Boat depth/draft B





1















1
11 Cruising speed (knots B




1
















1
12 boat gross tonnage (GRT) B




1
















1
13 Operating capacity of boat while fishing (including captain and crew) B?


1
1
















2
14 What is the legal passenger capacity of the boat? Ch 1
1



















2
15 Maximum number of passengers Ch




1
















1
16 Number of bunks (maximum overnight passengers) Ch




1
















1
17 Is there a “hot” galley available? Ch




1
















1
18 Fish holding capacity in pounds B














1 1





2
19 Fuel capacity (gallons) B





1





1 1 1 1





5
20 Primary hull material [Up to 5 regional-specific hull materials, including other, will be listed.] B

1

1


1












3
21 Number of engines B








1












1
21.1 Horsepower of each engine B








1












1
21.2 Fuel type of each engine B




1


1












2
22 Total horsepower of the engines used to power this boat [or of the main engines] B 1



1 1


1

1 1

1 1 1


9
23 Engine make, model and/or year B





1






1







2
24 How often do you dry dock this boat? B















1





1
25 When did you last dry dock your boat? B





1







1 1





3
26 When do you plan the next dry dock? B











1

1






2
27 Year of engine upgrade/replacement? If not applicable check the NA box. B




1








1 1





3
28 Type of engine [Up to five region-specific engine types will be listed.] B 1


















1 1 1 4
29 Is the boat in working condition? B








1












1
30 Year boat (hull) built B 1
1


1

1 1



1 1 1 1 1


10
31 Year purchased or acquired B 1
1 1
1 1 1






1 1 1 1 1


11
32 Did you purchase this boat new or used or build it yourself? B 1
1



















2
33 Year boat trailer built B




1


1












2
34 Number of years you (or the fishing company you work for) have owned this boat B





1 1

1
1









4
35 Purchase price/cost to build B 1




1 1

1



1 1 1 1 1


9
36 Did the purchase price include a permit? B














1 1





2
36.1 If NO, what was the price of the permit? B














1






1
36.2 If NO, did you □ purchase □ lease it OR □ receive it from the initial allocation? B














1 1





2
36.3 Was that price to lease or purchase the permit? B















1





1
36.4 If you purchased or leased it, in what year did that happen ____ AND what was the purchase price $_______ OR lease price $_____________ per year? B














1 1





2
37 Start-up costs (the cost of getting the boat ready for fishing the first time after it was purchase) B














1 1





2
38 Date/year of the boat's last major upgrade (not including the start-up costs) that would have changed the boat’s market value [or most recent year in which you made any major improvement to that boat] B









1



1 1 1 1 1


6
39 Explanation: Various combinations or aggregations of the following market (sale) value information will be requested as of December 31, [Year], the date of the interview or the date of the most recent marine survey.
























39.1 Estimated market value of this boat (Please include all equipment, electronics and fishing gear. Please do not include fishing permits or fishing history in this value.) B









1 1 1









3
39.2 Estimated market value of the fishing permits [and fishing history] associated with this boat? B











1

1 1





3
39.3 Please estimate (or guess) how much your boat (the boat itself, not the for-hire business) could be sold for today B



1

















1
39.4 Estimated market value of this boat [and engines] excluding electronics and fishing gear B






1 1 1


1 1

1 1 1


8
39.5 Estimated market value of this boat (Please include all equipment, electronics, fishing gear, fishing permits, and fishing history in this value.) B 1













1 1





3
39.6 Estimated market value of the electronics you used/currently use to fish B 1







1






1 1 1


5
39.7 Estimated market value of the gear you used/currently use to fish (not including electronics) B 1















1 1 1


4
40 Estimated [insured] replacement value of this boat B




1 1 1














3
41 Has a marine survey been performed for this boat? B












1 1







2
41.1 Year of its last value survey B












1 1







2
41.2 Replacement value of the boat from this survey, rounded to the nearest $100 B












1 1







2
41.3 Do the survey values given above include the value of permits associated with the boat at the time of the survey? B












1 1







2
41.4 Do the survey values given above include the value of all fishing gear on the boat at the time of the survey? B












1 1







2
42 Boat refrigeration equipment in [Year}: □ Brine Spray, □ Chiller, □ Blast Freeze □ Other (specify) Co





1 1














2
42.1 Year purchased Co





1 1














2
42.2 Purchase price Co





1 1














2
42.3 Maintenance Costs Co





1 1














2
43 Icemaker in [Year]? □ Yes □ No Co





1 1














2
43.1 Year purchased Co





1 1














2
43.2 Purchase price Co





1 1














2
44 Did you have a refrigerated seawater system on this boat in [Year]? Co










1










1
44.1 Year installed Co










1










1
44.2 Purchase and installation cost Co










1










1
45 Types of electronic equipment used for fishing (Please select all that apply) [Up to 20 fishery specific types of electronics, including other, will be listed. For example the SW albacore survey included the following; INMARSAT, Cellular phone, VHF radio, CB Radio, SSB Radio, Video plotter, Autopilot, Satellite navigation, Computer, Depth sounder, Radar, Sonar, GPS, Doppler Rada, Temperature sensor, Weather fax, and Other] B





1 1
1










1
4
46 Total Electronics Cost B





1 1














2
47 Do you own the vessel(s) you used for CHARTER FISHING trips during [Year]? Ch 1





















1
48 If Yes, do you own multiple vessels used for CHARTER FISHING trips during [Year]? Ch 1





















1
48.1 If Yes, How many vessels do you own and use for CHARTER FISHING trips? Ch 1





















1
48.1.1 If Yes, how many of these vessels were active for CHARTER FISHING trips during [Year]? Ch 1





















1
48.2 If No, during [Year], was the owner's primary residence in the [State]? If No, what State? Ch 1





















1
49 How many different CHARTER FISHING boats did you fish on in [Year]? Ch 1





















1
50 How much did the slip cost? Ch 1





















1
51 How was the boat purchased? □ cash only □ cash and loan □ loan only Ch 1





















1
51.1 If cash and loan or loan only: What was the original loan amount? Ch 1





















1
51.2 If cash and loan or loan only: What is the outstanding loan balance? Ch 1





















1


























Fishing Gear Information
























52 Types of fishing gear owned [Up to 15 fishery specific gear types will be listed.] B








1












1
52.1 Purchase price B






1














1
52.2 Year purchased B






1














1
52.3 Expected longevity B






1














1
52.4 Units owned for each type of gear B








1












1
52.5 Units fished on a typical fishing trip for each type of gear B








1












1
52.6 Today’s market (sale) value of fishing gear and associated equipment for each type of gear B








1












1
53 Drift gill-net gear Co























53.1 How much extra net (auxiliary or for repair) kept on boat? Length: (ft./fm.) Co






1














1
53.2 Current drift net total initial cost Co






1














1
53.3 Current drift net year purchased Co






1














1
53.4 Current drift net remaining useful life expectancy Co






1














1
53.5 Current pingers brand and remaining useful life expectancy Co






1














1
53.6 For each net used in [Year], provide the following information: Co























53.6.1 Net number (1 through 5) Co






1














1
53.6.2 Length in ft. or fm. [or an alternative fishery-specific measure] Co






1














1
53.6.3 Depth in ft. or fm. [or an alternative fishery-specific measure] Co






1














1
53.6.4 Mesh size in inches [or an alternative fishery-specific measure] Co






1














1
53.6.5 Target species Co






1














1
54 Longline gear Co























54.1 Purchase price Co






1














1
54.2 Year purchased Co






1














1
54.3 Expected longevity Co






1














1
54.4 Longline length in miles Co






1














1
55 Buoy Gear Co























55.1 Purchase price Co






1














1
55.2 Year purchased Co






1














1
55.3 Expected longevity Co






1














1
55.4 Main Line length in miles Co






1














1
56 Dive Gear Co























56.1 Today’s market (sale) value of scuba fishing gear and associated equipment e.g. tanks, BC, spear, etc. Co







1













1
56.2 Today’s market (sale) value of free diving gear and associated equipment e.g. fins, masks, spear, etc. Co







1













1
57 Trap Gear Co























57.1 Number of [fishery-specific species group 1] traps owned for this boat at the end of [Year] Co







1

1










2
57.2 Number of [fishery-specific species group 1] traps lost by this boat in [Year] Co







1

1










2
57.3 Cost per [fishery-specific species group 1] trap for this boat Co







1

1










2
57.4 Average life span in months of a [fishery-specific species group 1] trap not lost or damaged Co







1

1










2
57.5 Number of [fishery-specific species group 2] traps owned for this boat at the end of [Year] Co







1

1










2
57.6 Number of [fishery-specific species group 2] traps lost by this boat in [Year] Co







1

1










2
57.7 Cost per [fishery-specific species group 2] trap for this boat Co







1

1










2
57.8 Average life span in months of a [fishery-specific species group 2] trap not lost or damaged Co







1

1










2
58 Hook and line Co























58.1 Today’s market (sale) value of fishing rods & reels B







1













1
58.2 Today’s market (sale) value of longline fishing gear in [Year] Co







1













1

Sheet 3: Trip Costs
Trip Cost Information (excluding labor (i.e., crew payment) costs) Questions

























Explanation: Each survey will request a subset of the following types of trip cost information at different levels of aggregation for the following: 1) the average or usual trip or day, the last trip, two specific trips defined by date, the year as a whole, or the average per trip for the year as a whole; 2) 1 or 2 specific calendar or fiscal years or the last 12 months; 3) up to 10 fishery-specific trip types; and 4) a specific boat, each listed boat or all the fishing boats owned by a respondent or the company the respondent represents. Each survey will define trip types by trip length, area fished, primary purpose, primary gear used, whether it is a boat or non-boat trip, and/or primary target species. Some surveys will request data for their first three most common types of trips with a listed boat. Some surveys will include instructions that indicate which costs to include or exclude for a specific cost category, request the respondent to enter a “0” or check the NO Cost box if there were not costs for a specific category and/or refer the respondent to an instruction sheet for more information.

























# Trip Cost Information (excluding labor (i.e., crew payment) costs) Com, Chart or Both PI Charter AK Charter NE Charter NW Charter SE Charter SW Charter SW Alba. SW Swordf. SE USVI SE PR SE Shrimp SE Golden Crab NE Multi Gears NW LE & OA SW CPS PI ASPL PI HPL PI ASSB PI HSB PI MASB PI Guam Add-on PI Saipan Add-on PI A.S. Add-on No of surveys with this Q 1 New Q
1 Boat fuel [or fuel and oil] cost B 1
1

1 1 1 1 1
1 1 1
1 1 1 1 1 1 1 1 18
2 Oil cost (include engine oil & hydraulic oil) Co





1 1






1 1 1 1



6
3 Truck fuel cost (round-trip) B 1






1 1






1 1 1


6
4 Bait cost (including shore-side baiting labor costs if applicable) {Some surveys make a distinction between live and other bait and request this information in $s or as a % of trip revenue.] B 1



1 1
1 1
1 1 1
1 1 1 1 1 1 1 1 16
5 Ice cost [including purchases or cost of making ice] B 1



1 1
1 1 1 1 1 1

1 1 1 1 1 1 1 16
6 Freon and other freezer costs Co














1






1
7 Salt cost Co





1


1











2
8 Fishing gear [or lost gear] costs Co














1 1 1 1 1 1 1 1 8
9 Gear and equipment cost Co





1















1
10 Provisions (food and beverages or groceries or food for captain, crew and passengers) costs B 1




1 1 1 1 1 1 1 1
1 1 1 1 1


14
11 Communications costs Co














1 1





2
12 Trip [or daily] maintenance and repair costs Co
















1 1 1


3
13 Lightstick cost Co















1





1
14 Air supply (scuba tank refill) cost Co







1 1












2
15 Catch handling costs for auction, lumping, grading, shipping/trucking, and unloading. Please only include costs directly incurred by the boat. Do not include costs that were captured in ex-boat prices. Co











1









1
16 Total offloading cost Co





1















1
17 Freight or export cost Co














1






1
18 At-sea processing, and at-sea boxing/packaging cost Co











1









1
19 Paralytic shellfish poison testing costs























0
20 Other trip expenses (what were they for) B 1






1 1 1 1




1 1 1


8
21 Miscellaneous costs [Up to 4 categories will be listed.] Co














1 1





2
22 Total trip (operating) cost Co








1 1



1 1





4
23 Were the costs in Question [Y] the total trip costs for all fishermen in a trip, or just the portion you paid? Co
















1




1
24 If only the portion you paid, they were approximately __ % of the total trip costs Co
















1




1
25 Did trip cost vary by trip in [Year]? Co














1






1
26 If YES, was the main reason the variation in trip length? Co














1






1
27 What were the others reasons? (Please specify) Co














1






1
28 Tackle expense for this trip: Ch



1

















1
29 How were the trip costs distributed among your most common/second most common gear type/fishing trip Co

















1 1


2
30 If you used a desk to book trips during [Year], what was the average commission charged to you by desks during [Year]? JT: I added this to trip cost Qs. Ch 1





















1

Sheet 4: Other Trip Info
Other Trip Information Questions

























Explanation: Each survey will request a subset of the following types of trip information (excluding cost and crew size information) at different levels of aggregation for the following: 1) the average or usual trip or day, the last trip, two specific trips defined by date, or the year as a whole; 2) 1 or 2 specific calendar or fiscal years or the last 12 months; 3) up to 10 fishery-specific trip types; and 4) a specific boat, each listed boat or all the fishing boats owned by a respondent or the company the respondent represents. Each survey will define trip types by trip length, area fished, primary purpose, primary gear used, whether it is a boat or non-boat trip, and/or primary target species. Some surveys will request data for their first three most common types of trips with a listed boat. Some surveys will include instructions that request the respondent to enter a “0” or check the NA box if the correct answer is ‘0” or if the question is not applicable and/or refer the respondent to an instruction sheet for more information.

























# Other Trip Information Com, Chart or Both PI Charter AK Charter NE Charter NW Charter SE Charter SW Charter SW Alba. SW Swordf. SE USVI SE PR SE Shrimp SE Golden Crab NE Multi Gears NW LE & OA SW CPS PI ASPL PI HPL PI ASSB PI HSB PI MASB PI Guam Add-on PI Saipan Add-on PI A.S. Add-on No of surveys with this Q Many new Qs
Trip types, number and characteristic

























1 Number of months boat was laid–up/out of water in [Year] Co













1







1
2 Was this boat inactive for all of [Year]? B











1









1
3 Did this boat not take any commercial fishing trips in [Year], but did take recreational or other types of trips? B











1









1
4 Number of commercial fishing trips by trip type B




1 1 1

1
1

1 1 1 1 1


10
5 Number of charter fishing trips by trip type B


1 1 1
















3
6 Number of combined commercial and charter fishing trips B


1 1 1
















3
7 Number of non-fishing trips by trip type B
1
1
1










1 1 1


6
8 Total number of trips B






















0
8 Number of trips you took in each of the following periods in [Year] [Up to 4 fishery-specific periods will be listed.] B

1



















1
9 Types of trips offered {A survey will list up to 10 trip types.] Ch
1




















1
10 In [Year], what percent of your fishing trips were sampled by the [region-specific] creel survey program? Co
















1




1
11 Did you use a spotter plane in [Year]? Co






1














1
11.1 For how many trips did you use a spotter plane in [Year]? Co






1














1
12 Primary target species, check one {A survey will list up to 10 region-specific species or species groups.] Ch




1
















1
13 Proportion of trips that are [one region-specific term] vs.[another region-specific term] charter Ch




1
















1
14 Number of this trip type you donate to charity in [Year]? Ch

1



















1
15 Trip number Co














1






1
16 Date of departure Co














1






1
17 Date of return Co














1






1
18 Did this boat advertise regularly scheduled trips where individual anglers could reserve a seat, i.e., is operated as head- or party boat? Ch



1

















1
19 Did you vary for-hire fees throughout the year (for the same type of trip)? Ch



1

















1
20 What percentage of this boat’s trips in [Year] targeted [region-specific species group]? [A survey may ask for this information for up to 10 species groups.] B
















1




1
21 What were the top [up to five] species you targeted for each of the following uses in [Year]? [A survey will list up to 10 fishery-specific uses and 5 species or species group.] B
















1 1 1


3
22 Please break down the total number of NON-CHARTER trips taken using charter vessel(s), during [Year]: By Owner, By Captain, By Others (specify) for Noncommercial Fishing, Commercial Fishing, Tournament, Non-Fishing Trips Ch 1





















1



























Trip inputs and duration

























23 Month of last trip B



1

















1
23.1 Trip length in hours B



1

















1
23.2 Number of hours you actually spend fishing on this trip B



1

















1
23.3 Total distance travelled on this trip B



1

















1
24 Total number of days at sea with charter customers in [Year] Ch



1

















1
25 Trip length category, check all that apply [Up to 8 region-specific trip lengths will be listed.] B




1
















1
26 Average hours at sea per trip B




1
















1
27 Average trip duration in hours B








1












1
28 Average days at sea per trip [or trip length] B









1

1








2
29 Average number of days per trip B





1 1














2
30 Average number of days fished per trip B





1 1














2
31 Months operating (Circle those that apply) {The 12 months will be listed.] B




1
















1
32 Percentage of your [region-specific trip type] fishing trips that were of each of the following lengths? [Four region-specific trip lengths will be listed.] B


















1


1
33 Speed While Fishing (knots) B












1








1
34 Distance of fishing grounds from port (average miles) B













1







1
35 Fuel used in gallons B





1 1 1 1 1 1
1 1 1 1 1 1 1 1 1 1 16
36 Fuel price per gallon B









1



1 1


1 1 1 6
37 Was the boat's primary fuel used gas or diesel? B









1







1


2
38 Oil [or engine oil and hydraulic oil] used [One or more region-specific types of units will be listed.] B





1







1 1





3
39 Price per unit of oil [or oil and hydraulic oil] [One or more region-specific types of units will be listed.] B





1







1 1





3
40 Truck fuel used in gallons (round-trip) B








1






1 1 1


4
41 Was the truck fuel used gas or diesel? B


















1


1
42 Bait [region-specific unit of bait] used [Some surveys make a distinction between live and other bait.] B





1







1 1 1 1 1


6
43 Bait price ($ per unit) [Some surveys make a distinction between live and other bait.] B














1






1
44 Pounds of ice used or purchased B















1 1 1 1


4
45 Salt purchases quantity (lbs.) B





1















1
46 Number of scuba tanks used B








1












1
47 Number of sets Co






















0



























Number of passengers and other passenger information

























48 Total number of passengers on fishing trips n [Year] Ch 1
1 1 1 1
















5
49 Average number of passengers per fishing trip in [Year] Ch

1













1 1 1


4
50 Total number of passengers on non-fishing trips n [Year] Ch

1



















1
51 Average number of passengers per non-fishing trip in [Year] Ch

1

1
















2
52 Percentage of your trips by repeat/return customers or referrals [Up to 6 percent ranges will be listed.] Ch

1 1 1 1
















4
53 Percentage of your customers who were each of the following: 1) repeat/return/regular customers, 2) personal referrals from previous customers, 3) first-time customers but experienced fishers, and 4) first-time, inexperienced fishers {Up to 6 ranges, including none, will be listed for each of those four types of customers.] CH 1 1




















2
54 Percentage of your customers who booked their trips: 1) one month or more in advance and 2) less than 48 hours in advance {Up to 6 ranges, including none, will be listed for each of those two booking option.] CH
1




















1
55 Percentage of your customers who booked each of the following ways: 1) independently, 2) through a cruise ship, 3) through a specialty charter booking service, and 4) through a general travel agent {Up to 6 ranges, including none, will be listed for each of those four types of bookings.] Ch 1 1




















2
56 Percent of trips where anglers left caught fish with you or crew Ch



1

















1



























Gear used

























57 Primary gear used for each of the following type of fishing trip in [Year] (Please check one) [A survey will list 1 -8 fishery-specific gear types and repeat the question for 1 to 10 fishery-specific trip types.] B 1


1



1






1 1 1


6
58 Percent of your fishing trips in [Year] you took with each type of gear [A survey will list up to eight region or fishery-specific gear types, including other, and separately request this information for "boat" and "non-boat" fishing trips.] B 1















1 1 1


4
59 Why did you use [fishery-specific gear type] in [Year]? (Check all that apply) [A survey will list up to 8 fishery-specific reasons, including other. For example, the SW swordfish survey asked this question for 1 gear type and lists Primary source of income, Opportunistic/supplemental, Recreational, Tax write-off Income, Lower fuel costs, Most cost efficient method of fishing, and Others. For some surveys, the question may be repeated for up to 5 gear types.] Co






1














1
59.1 Percentage of your fishing income from that gear type























0
59.2 Number of trips with that gear type you also fished with each of the following other types of other gear? [Up to six other gear types will be listed. For example, the SW swordfish survey listed Troll, Hook and Line, Longline, Pots, and Other.]







1














1
60.2 In [Year], did you use a green-stick as one of the gear types? B 1
















1



2
61.2 If you had spearfishing trips in [Year], what percent of the time did you use scuba gear and what percent of the time did you free dive? B

















1



1



























Areas fished

























62.2 Check each management area this boat operated in [Up to 8 region-specific areas will be listed. For example, the SW charter survey lists South San Diego County, South Orange/Los Angeles County, Channel (Ventura to Santa Barbara Counties), Central (San Luis Obispo to Santa Cruz County), Bay Area (San Francisco and San Pablo Bay Counties, San Mateo, and Marin Counties), Wine (Sonoma and Mendocino Counties), and Redwood (Humboldt and Del Norte Counties).] B




1
















1
63.2 Fished in federal waters? B








1












1
64.2 Percentage of trips that fished in [region-specific term] waters B



1

















1
65.2 What percentage of trips in [Year] were exclusively fished in [a region/fishery-specific area]? [Up to five region/fishery-specific areas will be listed. For example, the SE shrimp survey lists only state/inshore/inland waters.] B









1











1
66.2 In what areas did this boat operate/fish in [Year]? Check all that apply [A list of up to 10 region or fishery-specific areas, including other, will be provided] Co














1






1
67.2 In [Year], what percent of your fishing time occurred in [local or state] and federal jurisdiction? Co
















1 1



2
68.2 In [Year], during what percent (or how many) of your (charter) fishing trips did you fish at/visit Fish Aggregating Devices (FADs)? B 1
















1 1


3
68.3 In [Year], during the trips when you visited a Fish Aggregating Devices (FADs), please estimate the percentage of your total fishing time that you fished at/around FADs Co

















1 1


2



























Port/Harbor/Ramp

























69.2 City/port (or harbor) this boat primarily operates out of B 1
1 1


















3
70.2 What percentage of your trips in [year] originated from this location? ________(%) B 1





















1
71.2 In what city/town (or harbor) is the boat docked, moored or launched (if trailered) the majority of the time? (City/Town)______________________________ (State)__________ B 1
1



















2
72.2 Did you always fish out of the same boat ramp or harbor in [Year]? B


















1


1
72.3 If NO, how many different boat ramps or harbors did you use in [Year]? B


















1


1
73.2 Which boat ramp(s) or harbor(s) did you use in [Year]? B


















1


1
74.2 Was this boat kept on the water or trailered? □ Docked/moored □ Trailered B 1
1



















2



























Marine sanctuary activity Note: The following may be integrated into the previous trip type-specific questions.

























75 During [Year], did you have charter fishing trips activities in {name of first marine sanctuary] and/or [name of second marine sanctuary]? [may need to show a map] □ Yes, [name of first sanctuary] □ Yes, [name of second sanctuary □ Neither























0
75.1 If yes for {name of first marine sanctuary], please provide your best estimate of each of the following for that sanctuary in [Year].























0
75.1.1 Percent of trips to or through that sanctuary























0
75.1.2 Percent of trip time in that sanctuary























0
75.1.3 Percent of trips where that sanctuary was one of your primary fishing destinations























0
75.1.4 Percent of fishing time in that sanctuary























0
75.1.5 Percent of charter fishing revenue from activity in that sanctuary























0
75.1.6 Average number of passengers on trips to or through that sanctuary























0
75.1.7 Average number of passengers on trips with fishing in that sanctuary























0
75.1.8 Average number of days per trip on trips to or through that sanctuary























0
75.1.9 Average number of days per trip on trips with fishing in that sanctuary.























0
76.1 If yes for {name of second marine sanctuary], please provide your best estimate of each of the following for that sanctuary in [Year].























0
75.2.1 Percent of trips to or through that sanctuary























0
75.2.2 Percent of trip time in that sanctuary























0
75.2.3 Percent of trips where that sanctuary was one of your primary fishing destinations























0
75.2.4 Percent of fishing time in that sanctuary























0
75.2.5 Percent of charter fishing revenue from activity in that sanctuary























0
75.2.6 Average number of passengers on trips to or through that sanctuary























0
75.2.7 Average number of passengers on trips with fishing in that sanctuary























0
75.2.8 Average number of days per trip on trips to or through that sanctuary























0
75.2.9 Average number of days per trip on trips with fishing in that sanctuary.























0
75.37 Are you a participant of a sanctuary "Business Recognition Program, such as [name of a region-specific program]?























0
75.4 Do you advertise [name of a region-specific sanctuary] in your marketing and/or promotional materials?























0
76 In [Year], did you conduct commercial fishing in or transit through {name of first marine sanctuary] and/or [name of second marine sanctuary]? [may need to show a map] □ Yes, [name of first sanctuary] □ Yes, [name of second sanctuary □ Neither























0
76.1 If yes for {name of first marine sanctuary], please provide your best estimate of each of the following for that sanctuary in [Year].























0
76.1.1 Percent of trips to or through that sanctuary























0
76.1.2 Percent of trip time in that sanctuary























0
76.1.3 Percent of commercial fishing revenue from activity in that sanctuary























0
76.1.4 Commercial fishing revenue from activity in that sanctuary for each of the following species























0
76.1.4.1 Region-specific species or species group 1























0
76.1.4.2 Region-specific species or species group 2























0
76.1.4.3 Region-specific species or species group 3























0
76.1.4.4 Region-specific species or species group 4























0
76.1.4.5 Other (please identify)























0
76.1.5 Commercial landings from activity in that sanctuary for each of the following species























0
76.1.5.1 Region-specific species or species group 1























0
76.1.5.2 Region-specific species or species group 2























0
76.1.5.3 Region-specific species or species group 3























0
76.1.5.4 Region-specific species or species group 4























0
76.1.5.5 Other (please identify)























0
76.2 If yes for {name of second marine sanctuary], please provide your best estimate of each of the following for that sanctuary in [Year].























0
76.2.1 Percent of trips to or through that sanctuary























0
76.2.2 Percent of trip time in that sanctuary























0
76.2.3 Percent of commercial fishing revenue from activity in that sanctuary























0
76.2.4 Commercial fishing revenue from activity in that sanctuary for each of the following species























0
76.2.4.1 Region-specific species or species group 1























0
76.2.4.2 Region-specific species or species group 2























0
76.2.4.3 Region-specific species or species group 3























0
76.2.4.4 Region-specific species or species group 4























0
76.2.4.5 Other (please identify)























0
76.2.5 Commercial landings from activity in that sanctuary for each of the following species























0
76.2.5.1 Region-specific species or species group 1























0
76.2.5.2 Region-specific species or species group 2























0
76.2.5.3 Region-specific species or species group 3























0
76.2.5.4 Region-specific species or species group 4























0
76.2.5.5 Other (please identify)























0
76.3 In [Year], did you participate in a sanctuary "Business Recognition Program, such as [name of a region-specific program]?























0



























Use of Catch

























77 About what percent of your (charter/non-charter) fishing trips did you sell a portion of your catch? B 1

















1


2
78 In [Year], what percent of your (charter/non-charter) catch did you use or sell in each of the following ways? [Up to eight region-specific ways to use or sell catch, including other, will be listed.] B 1
1






1





1 1 1


6
79 Reasons you decide to land on the West Coast, instead Hawaii? [Up to five possible reasons, including other, will be provided.] Co















1





1
80 In [Year], did you ever sell any of the fish you caught? Co
















1 1



2
81 In [Year], where did you sell your catch? [Up to six region-specific options, including other, will be listed.] Co
















1 1 1


3
82 In [Year], could you usually sell all of the fish that you wanted to sell for each of the following types of fish? [Up to five region-specific types of fish will be listed.] Co
















1 1 1


3
82.1 If NO, why not? [Up to seven region-specific reasons, including other, will be listed.] Co
















1 1 1


3
83 Where did you usually sell your fish and how much did you pay for handling fees in [Year] [Up to five regional options, including other, will be listed.] Co















1





1
84 In [Year], how was the catch/revenue distributed among fishermen in a fishing trip? Ch
















1 1 1


3
85 What is your vessel(s) catch and release policy? (please check all that apply) Ch 1





















1
85.1 We will release fish only if a patron insists Ch 1





















1
85.2 We release only in tournaments Ch 1





















1
85.3 We release if the fish is in good condition and not of high market value Ch 1





















1
85.4 We release if the fish is considered too small Ch 1





















1
85.5 We never catch and release Ch 1





















1

Sheet 5: Earnings Info
Earnings Information Questions

























Explanation: Each survey will request a subset of the following types of earnings information at different levels of aggregation for the following: 1) the average or usual trip or day, the last trip, two specific trips defined by date, or the year as a whole; 2) 1 or 2 specific calendar or fiscal years or the last 12 months; 3) up to 10 fishery-specific trip types; and 4) a specific boat, each listed boat or all the fishing boats owned by a respondent or the company the respondent represents. Each survey will define trip types by trip length, area fished, primary purpose, primary gear used, whether it is a boat or non-boat trip, and/or primary target species. Some surveys will request data for their first three most common types of trips with a listed boat. Some surveys will include instructions that indicate which costs to include or exclude for a specific cost category, request the respondent to enter a “0” or check the NO Revenue box if there were not revenues for a specific category and/or refer the respondent to an instruction sheet for more information.

























# Earnings Information Com, Chart or Both PI Charter AK Charter NE Charter NW Charter SE Charter SW Charter SW Alba. SW Swordf. SE USVI SE PR SE Shrimp SE Golden Crab NE Multi Gears NW LE & OA SW CPS PI ASPL PI HPL PI ASSB PI HSB PI MASB PI Guam Add-on PI Saipan Add-on PI A.S. Add-on No of surveys with this Q 1 New Q
Earnings from the Sale of Fish

























1 Total catch by species or species group [A survey will request this information for up to 10 species or species groups and ask the respondent to identify the units of catch (e.g., pounds, metric tons or number of fish).] B 1





1








1 1 1


5
2 Total revenue by species or species group [A survey will request this information for up to 10 species or species groups.] Co






1

1











2
3 Approximate value of all the fish you sold B
















1 1 1


3
4 The percent of the value of fish sold that came from the sale of each of the following? [Up to six region-specific species groups will be listed.] Co
















1 1 1


3
5 Total money received in [Year] for food and/or bait [fishery-specific species] caught by your main [fishery-specific species] boat (gross revenue) Co









1











1
5.1 Total money received in [Year] from commercial fishing for other seafood for this boat (gross revenue) Co









1











1
5.2 Total money received for this boat in [Year] from non-fishing sources (such as state and federal government payments, grant money, BRD money, disaster assistance, EDRP, boats of Opportunity program, and oil spill compensation) Co









1











1
6 On a typical [fishery-specific species] fishing trip with this boat in [Year], what was the average money received from harvesting and selling all types of seafood including [fishery-specific species]? Co









1











1
7 On a typical [fishery-specific species] fishing trip in [Year], did you normally catch and sell species other than [fishery-specific species]? Co









1











1
8 Average landings (lbs./trip) Co








1












1
9 Range of landings (lbs./trip) -Minimum to Maximum Co








1












1
10 Average price of landings ($/lbs.) Co








1












1
11 Average revenue per trip ($/trip) Co








1












1
12 Average net revenue per trip ($/trip) Co








1












1
13 Fish price per pound for each species and product form [A survey will list up to three product forms and seven species.] Co






















0
14 Estimated percentage of total money (fishing revenue) generated by this boat in [Year] from [region/fishery specific type of fishing]. [Up to 3 region/fishery-specific types of fishing will be listed.] Co









1











1
15 Estimated percentage of money generated by selling [fishery specific species] by this boat in [Year] from each of the following. [A survey will list up to 3 fishery-specific types of sales.] Co









1











1
16 For [Year], in which of the following fisheries did this boat derive the most revenue from [one fishery specific area] landings? [Up to 8 fisheries will be listed.] Co












1 1







2
17 Estimated percentage of fishing income from [fishery-specific gear type] in [Year] [A survey will request this information for up to 5 gear types.] Co






1














1
18 In [Year], how many of your fishing trips did you fish for a roadside vendor and how many did you fish as an independent fisherman? Co


















1


1



























Earnings from Charter Operations

























19 Average revenue per trip, including charter fees, tickets, fuel & bunk surcharges, food and drink, souvenirs, fillet charges paid to boat) Ch




1
















1
20 Total annual revenue for the business as a whole from each of the following in [Year], including all boats if multiple boats are owned Ch

1



















1
20.1 Income from charter fees and ticket sales, Ch

1

1
















2
20.2 Income from fuel & bunk surcharges not included in in the charter fees or price of the tickets Ch
1


1
















2
20.3 Income from fileting/cleaning fish (do not include tips and fileting/cleaning charges paid to crew) Ch
1


1
















2
20.4 Income from tips to the captain Ch

1



















1
20.5 Income from the sale of food and drink not included in the charter fees or price of the tickets Ch

1

1
















2
20.6 Income from souvenirs Ch

1

1
















2
20.7 Income from the sale of fish Ch

1



















1
20.8 Income from commercial fishing Ch

1

1
















2
20.9 Income from other charter activities like bird watching trips, whale watching trips, sunset cruises, etc. Ch

1



















1
20.10 {Region-specific term for angler license] commissions Ch




1
















1
20.11 Number of {Region-specific term for angler licenses] sold Ch




1
















1
20.12 Equipment rentals not included in in the charter fees or price of the tickets Ch




1
















1
20.13 Lodging that is owned by charter boat owner? Ch

1

1
















2
20.14 Other (Please describe) Ch

1



















1
20.15 Total Ch

1



















1
21 Total revenue for each of the following types of charter fishing trips in [Year] [A survey will list up to 10 region-specific trip types.] Ch


1


















1
22 Total revenue for each of the following types of boat operations, excluding charter fishing trips in [Year] [A survey will list up to 10 region-specific types of boat operations. For example, the SW charter survey lists Non-fishing passenger trips (wildlife viewing, SCUBA, burials), Renting of boat for non-recreational activities (research, construction, filming), and Commercial fishing activity.] Note: This and the next Q could be integrated with Q 20. Ch




1
















1
23 Non-fishing operations revenue for [Year] from the following sources of revenue other than that generated by the charter boat [Up to 6 region-specific non-fishing sources of revenue will be listed. For example, the NW charter survey lists Souvenirs, Lodging that is owned by charter boat owner, Equipment rental, and Other non-fishing revenue.] Ch


1


















1
24 How much did you earn from fees on a typical trip in [Year] for each of the following types of trips? [Up to 5 region-specific trip types will be listed.] Ch

1



















1
25 Many businesses offer saltwater fishing trips targeting multiple species (“combination fishing trips”). During [Year], what was the average price per person and the full boat price (chartering the whole boat independent of the number of clients) that you charged clients for the following types of combination fishing trips you may have advertised offering? If you did not advertise or offer, please check the “Not offered” box. [A survey will list up to 10 types of combination fishing trips. For example, the AK charter survey lists two-species combination fishing trips that were “Half day”, “Three-quarter day”, “Full day”, “Overnight”, and “Multi-day” trips and multiple-species combination fishing trip (more than two species) that were “Half day”, “Three-quarter day”, “Full day”, “Overnight”, and “Multi-day” trips.] Ch
1
1


















2
26 Of the following fishing-related services, which did you typically include as part of each saltwater fishing package you offered in [Year], which were offered for an added fee, and which were not offered? For services offered for an additional fee, please indicate how much the fee is per person. If a fee is not charged on a per person basis, please write in the basis for the fee (examples: $10/trip, $10/pound) in the margin. [A survey will list up to 20 region-specific fishing-related services. For example, the AK charter survey lists Long-distance fishing locations (including fuel surcharge), Fish cleaning (head/gut), Fish cleaning (skinning, scaling, filleting, etc.), Packing and shipping, Transport to/from charter boat, On-shore lodging, On-boat lodging, Cooked meals (breakfast/lunch/dinner), Beverages/snacks, Bait, Ice, Fishing gear, Other gear, Souvenirs/keepsakes, and Other (please describe).] Ch
1
1


















2
27 During [Year}, did you offer paid lodging to visitors that were not customers of the charter business? Ch
1
1


















2
28 What sales and revenue were generated from your charter business in [Year]? For each source of revenue, please indicate the number of units sold and total revenue received. {Up to 8 region-specific sources of revenue will be listed.] Ch
1




















1
29 If you have a printed rate sheet, brochure, or other promotional material for your business that describe [regional-specific term] charter services offered and prices, please enclose a copy with your completed survey in the return envelope or identify your website that includes that information. Ch




1
















1
30 Total charter fee paid by all passengers for this trip Ch



1

















1
31 Less credit card charges or other processing deductions Ch



1

















1
32 Less commission (for booking service, referrals, etc.) Ch



1

















1
33 Total tip received Ch



1

















1
34 Did the passengers pay for any additional services or products? (for fish cleaning, instance souvenirs, photos, etc.) Ch



1

















1
35 What were your TOTAL REVENUES (all vessels), before taxes, in [Year], including CHARTER and OTHER FISHING income? Ch 1





















1
36 During [Year], what percentage of your TOTAL REVENUES were from: Ch 1





















1
36.1 Charter fees Ch 1





















1
36.2 Sale of fish (CHARTER) Ch 1





















1
36.3 Sale of fish (NON-CHARTER) Ch 1





















1
36.4 Tips and fish cleaning Ch 1





















1
36.5 Tournament winnings Ch 1





















1
36.6 Mount sales/commissions Ch 1





















1
36.7 Merchandise Ch 1





















1
36.8 Food and beverage Ch 1





















1
36.9 Other (please specify): Ch 1





















1
37 During [Year], what was the average tip received on a typical CHARTER FISHING trip, by exclusive trip type (Half day, 3/4 day fishing, full day, multiday/overnight), Shared trip type (Half day, 3/4 day fishing, full day, multiday/overnight)? Ch 1





















1
38 During [Year], how were the tips split: Captain, Crew, Boat (Owner) Ch 1





















1
39 During [Year], what was your average charter fee on a typical CHARTER FISHING trip, by trip type: Exclusive trip type per boat (Half day, 3/4 day fishing, full day, multiday/overnight), Shared trip type per person (Half day, 3/4 day fishing, full day, multiday/overnight) Ch 1





















1



























Other Earnings

























40 Earnings (Income) from sale of permits and quota associated with this boat Co












1 1







2
41 Earnings (Income) from lease of permits and quota associated with this boat Co












1 1







2
42 Earnings (Income) from leasing this boat Co












1 1







2
43 Earnings (Income) from [each of up to 5 areas] chartering, research, or tendering: include direct reimbursements Co












1 1







2
44 Earnings (Income) from other, Please describe Co












1 1







2
45 Record your gross revenues earned from leasing OUT quota or DAS in [Year] from permits associated with the selected boat or indicate no revenue received in [Year] from leasing OUT quota or DAS from permits associated with the selected boat. Co











1









1
46 Indicate if no revenue received in[Year] from leasing OUT quota or DAS from permits associated with the selected boat Co











1









1



























Net Earnings

























47 Does this value seem accurate? "[The displayed value will be calculated from the cost and earnings information provided in response to previous question.] B

1



















1
47.1 If it is too high, what expenses have you left out or what revenues have you overestimated? B

1



















1
47.2 If it is too low, what revenue have you left out or what costs have you overestimated? Amend above responses if necessary. b

1



















1
48 Is calculated net revenue negative? B

1



















1
49 Did you charter fishing operate at a loss in [Year]? Ch 1
1



















2
49.1 Other than in [Year], did you typically earn a profit taking people fishing? Ch 1





















1
49.2 What changed in [year]? Ch 1





















1
50 Did you commercial fishing operate at a loss in [year]? Co

1



















1
50.1 Other than in [Year], did you typically earn a profit from commercial fishing? Co

1



















1
50.2 What changed in [year]? Co

1



















1

Sheet 6: Annual Costs excl lab and loans
Annual Cost Information (excluding crew costs, other trip costs and loan payments) Questions

























Explanation: Each survey will request a subset of the following types of total annual costs (actual dollar payments), which occurred in [Year], excluding crew costs, other trip costs and loan payments. The surveys will request that information at different levels of aggregation for the following: 1) 1 or 2 specific calendar or fiscal years or the last 12 months and 2) a specific boat, each listed boat or all the fishing boats owned by a respondent or the company the respondent represents. For some surveys: 1) those costs are for all of a boat’s activates, including all chartering expenses, even if directly reimbursed, where the activities to be included will be identified in an earlier question; 2) expenses and capital expenditures will be separate categories; 3) gear cost questions will be by gear type, and 4) some questions will request information for an average month in addition to or in place of for the year. Some surveys will include instructions that request the respondent to enter a “0” or check NO Cost box if there were not costs for a specific category and/or refer the respondent to an instruction sheet for more information.



























Com, Chart or Both PI Charter AK Charter NE Charter NW Charter SE Charter SW Charter SW Alba. SW Swordf. SE USVI SE PR SE Shrimp SE Golden Crab NE Multi Gears NW LE & OA SW CPS PI ASPL PI HPL PI ASSB PI HSB PI MASB PI Guam Add-on PI Saipan Add-on PI A.S. Add-on No of surveys with this Q No new Qs
Total Annual Cost Question

























1 Total overhead expenses in [Year] [Each survey will have a fishery or region-specific list of examples of the costs to be included and those to be excluded. For example, it may ask the respondents to include repair/maintenance/upgrade costs, docking fees, permit/license fees, share of rent, communications costs, utility costs, and professional services costs, but to exclude insurance premiums, loan payments and income taxes.] B










1



1





2



























New, Repair, Maintenance, and Upgrade Cost Questions for boats

























2 Total amount paid in [Year] for boat and on-board equipment purchases, upgrades, repair, and maintenance [The fishery or region-specific instructions may indicate examples of what they should include and exclude. For example, they might be asked to include those costs for some of the following: engine(s), generators, engine transmission, gear box for engine, engine parts, spool, exhaust systems, all electronics, safety equipment, and machinery not used to harvest fish, including the associated labor costs (paid out to vendors), but to exclude those costs for fishing gear, processing equipment and routine maintenance and “start-up” costs listed above. In some cases, a survey may also request respondent to list the major repairs, upgrades and maintenance and the associated costs and space will be provided for up to ten types of major repairs, upgrades and maintenance. For some surveys, the question will be specific to costs during the last dry dock or will ask to include dry dock costs in [Year].] B







1 1 1 1 1 1 1 1






8
3 Annual total boat repairs and maintenance, including haul out fees B




1 1







1 1





4
4 Annual boat and trailer repair, maintenance, and improvements (exclude daily expenses). B
















1 1 1


3
5 Haul-out costs, such as haul-out costs for regular repair and maintenance, emergency haul-out, long term storage, zincs, bottom paint, acid wash and gel coating B











1
1







2
6 Engine repair and boat maintenance by boatyard B

1



















1
7 Engine repair and boat maintenance by your own staff B

1



















1
8 Year and cost in total for the last dry dock (including maintenance, repairs and upgrades done during the dry dock) B 1













1 1





3
9 If a dry dock was done in [Year], were any major repairs listed in Question [X] included in this cost? B











?

1 1





2
9.1 If YES, what was the cost? B











1

1 1





3
10 Beside the routine repairs, dry dock and overhaul costs listed above, did you have any major repairs, upgrades and maintenance work done in [Year}? B





1 1






1 1





4
11 Capital expenditures on the boat, motor and other equipment B








1


1








2
12 Have you overhauled this boat’s engine? B














1 1





2
12.1 If YES, when did you last overhaul your engine, how much did it cost and how often do you overhaul your engine? B














1 1





2
13 Engine maintenance costs B





1















1
14 Engine replacement costs and year B











1









1
15 Propulsion engine, such as engine, drive train, exhaust/cooling systems and cost of oil/oil changes B











1





1


2
16 Did you have any routine repairs and maintenance on a trip or annual base? B














1 1





2
16.1 If YES, were they included in the trip costs above? B














1






1
16.2 If they were not included above, how much did the routine repairs and maintenance cost in [Year]? B














1






1
17 List the types of routine maintenance (not including trip costs) for this boat in [Year} and the annual cost of each [Space will be provided for up to six types of routine maintenance] B















1





1
18 New, repair, maintenance, and upgrade cost for deck equipment / other machinery such as winches, haulers, generators, hydraulics, compressors, reels, pumps B











1









1
19 New, repair, maintenance, and upgrade cost for hull such as frame, deck, wheelhouse, keel, steering, rigging, fish holds, fuel tanks B











1









1
20 New, repair, maintenance, and upgrade cost for wheelhouse electronics such as radar, GPS, new/updated VMS system (not VMS fees), sounder, radio, depth/temp/net sensors, monitors (Do not include electronic monitoring [EM] costs in this section) B 1










1 7 1

1 1 1


13
21 New, repair, maintenance, and upgrade cost for processing / refrigeration such as refrigerated sea water, packaging equipment, ice maker (Do not include the cost of ice itself/shore-side freezer rental here or if costs were included in your docking fees) B











1









1
22 Refrigeration maintenance costs in [Year] B?





1 1














2
23 Cost for processing equipment purchases, upgrades repair, and maintenance Include any equipment used to process or head and gut fish on-board the boat Co








1


1








2
24 Cost of safety equipment such as EPIRB, raft repacking, fire extinguisher maintenance, flares, survival suits B 1










1





1


3
25 New, Repair, Maintenance, and Upgrade for seine skiff























0
26 Repair, maintenance, and improvements for vessel(s), engines, or trailer in [Year] Ch 1





















1



























Business related vehicle costs

























27 Company vehicle lease B

1



















1
28 Company vehicle maintenance B

1



















1
29 Trailer maintenance B

1



















1
30 Tow vehicle gas B

1



















1
31 Tow vehicle maintenance B

1



















1
32 Tolls B

1



















1
33 Business vehicle costs including mileage/fuel, insurance, maintenance and financing apportioned to fishing business-related purposes only B











1









1
34 Boat trailer repair/maintenance/replacement/upgrade costs incurred in [Year]? B
















1




1
35 Fees (registration for truck and trailer, safety, dry dock fees, etc.) B 1















1 1 1


4
36 Trailer license B







1













1
37 Total vehicle expenses B





1 1














2
38 Cost of new vehicle if purchased B






1














1
39 Repair, maintenance, and improvements for company tow vehicle in [Year] Ch 1





















1



























Gear Cost Questions

























40 Fishing gear purchases, upgrades, repair, and maintenance cost [Survey-specific types of gear to include will be listed and, for some surveys, gear lost costs will be under trip costs.] B 1






1 1

1 1


1 1 1


8
41 [Gear type] annual equipment costs [This question will be asked for up to 10 fishery or region-specific gear types.] B





1 1














2
42 [Gear type] annual maintenance & repair cost [This question will be asked for up to 10 fishery or region-specific gear types.] B





1 1














2
43 [Gear type] lost gear, depredation, other costs, Please specify "other" [This question will be asked for up to 10 fishery or region-specific gear types.] B





1 1














2
44 Annual longline operating cost total if combined Co






1














1
44.1 Gangion/branch lines if separate Co






1














1
44.2 Hooks if separate Co






1














1
44.3 Bait if separate Co






1














1
44.4 Trans-shipment costs if separate Co






1














1
45 Annual buoy gear operating cost total if combined Co






1














1
45.1 Gangion/branch lines if separate Co






1














1
45.2 Hooks if separate Co






1














1
45.3 Bait if separate Co






1














1
46 Number of crab traps purchased for this boat in [Year] Co










1










1
47 Number of fish traps purchased or made in [Year] Co







1













1
48 Cost per fish trap with buoys, rope, etc. in [Year} Co







1













1
49 Number of lobster traps purchased or made in [Year] Co







1













1
50 Cost per lobster trap with buoys, rope, etc.in [Year} Co







1













1
51 Repair/maintenance/replacement/upgrade costs incurred in [Year] for each type of gear [Up to 10 fishery or region-specific gear types will be listed.] B







1 1












2
52 Description of any replacements or upgrades for each type of gear [Up to 10 fishery or region-specific gear types will be listed.] B








1












1
53 If this boat switched gear between trips in [Year], were there any costs for switching between gear types? Co















1





1
53.1 If YES, what was the cost to switch from [X] fishing to [Y] fishing (cash and labor)? Co















1





1
53.2 If YES, what was the cost to switch from [Y] fishing to [X] fishing (cash and labor)? Co















1





1



























Quota leasing/purchase/monitoring costs B?
























54 Purchase cost of permits associated with or used on this boat B?






1



1 1








3
55 Leasing cost of permits and quota associated with or used on this boat B?











1 1








2
56 Record the total cost from leasing IN quota or DAS in [Year] from permits associated with the selected boat. If non-monetary payments were used to obtain quota or DAS, please estimate the value of those non-monetary payments. Include the cost of purchasing Research Set-Aside quota or DAS. B?











1









1
57 If quota leasing costs cannot be attributed solely to the selected boat, because costs were associated with multiple boats, list the total quota cost and the number of boats the cost pertained to. B?











1









1
58 If you incurred a costs from leasing IN quota or DAS, how were these costs paid in [Year]? B?











1









1
58.1 100% of quota leasing costs were paid by the boat/owner (including cases of no crew or hired captain in [Year]) B?









1
1









2
58.2 100% of quota leasing costs were paid by crew B?






1



1









2
58.3 Quota leasing costs were shared: Boat/owner paid ____% of quota leasing costs B?






1



1









2
59 Record total quota monitoring costs (for example, costs from observer or dockside monitoring/electronic monitoring equipment/servicing /video review) incurred in [Year] for the selected boat or indicate no quota monitoring costs were incurred . Please only include costs that you were not directly compensated or reimbursed for. B?






1



1









2
60 IFQ cost recovery fees























0



























Other Annual Cost Questions

























61 Building lease B 1
1



















2
62 Building maintenance B

1



















1
63 Lodging related to providing trips B

1



















1
64 Meals related to providing trips Ch

1



















1
65 Description of any replacements or upgrades B








1












1
66 Business travel costs, including lodging and travel expenses for business-related activities, including transportation and per diem costs for employee or crew if paid by business, and trade show/marketing-related travel, but excluding business vehicle costs and trucking/shipping costs and crew or captain travel costs deducted from payments to them B
1



1 1



1









4
67 Trans-shipment costs if separate B






1














1
68 Lightboat expenses B













1







1
69 Observer fees B








1


1








2
70 Do you participate in a cooperative fishermen’s pool? □ Yes □ No B






1














1
71 Fishing association and commission costs [Some surveys may include an example of these costs such as co-operative, fishing organization and sector fees, and union dues and/or provide the option to provide the average monthly cost instead of the annual cost.] B 1



1 1 1 1


1 1 1



1


9
72 State, territorial and Federal permits and/or license renewal fees not including costs pertaining to purchasing permits or licenses B 1




1 1



1 1 1

1 1 1


9
73 U.S. taxes, government fees and boat permits (local, state, and federal) B




1
















1
74 Foreign taxes, government fees, visas, boat permits, and foreign fishing licenses B




1
















1
75 Annual mooring, dockage and slip/berthing fees in [Year] [Regional terms or definitions will be used and, in some cases, the instructions will ask the respondent to include upkeep expenses paid or port fees for all the trips before departures.] B 1



1 1 1 1 1

1 1 1 1 1 1 1 1


14
76 How much were mooring fees and how did you pay them by trip, month or year? B











1



1 1 1


4
77 Total county or landing, boat and berthing fees B





1 1














2
78 Shipping costs B












1 1







2
79 Off-boat fish storage/refrigeration expenses B






1














1
80 Storage expense B





1















1
81 Off-load expenses (cross dock fees, port tariffs, hoist fees, etc.)  B





1 1














2
82 Freight to the boat on supplies B










1
1 1







3
83 Trucking of fish to buyer B









1

1








2
84 Launch & Trailer Fees B






















0
85 Slip utilities Ch 1





















1
86 Insurance premium payments [Each survey will identify the types of insurance to include and some surveys will ask the respondents to check each type of insurance included, include a list of up to six types of insurance and, if health insurance is included, ask the respondent who it covered.] B 1



1



1
1 1
1 1 1 1 1


10
87 Non-wage payroll costs, including health insurance and other employee benefits but excluding those for the captain and crew B
1




















1
88 Did you insure this boat in [Year]? B









1











1
88.1 If Insured: Average boat insurance premium per month in [Year] B





1 1 1



1 1







5
88.2 Total coverage amount if boat is lost B













1







1
88.3 Number of months insured: B













1







1
89 Lease or bareboat charter of this boat B





1 1




1








3
90 Other supplies (cleaning, clothing, safety, etc.) B 1





















1
91 Total depreciation (boat, on-board equipment, processing equipment, and quota) taken during the [Year] [Some surveys may ask for depreciation and amortization in [Year].] B












1








1
92 Capital Construction Fund (CCF) contributions B






1














1
93 Did you hire someone to do [Year} bookkeeping? B














1






1
93.1 If YES, how much did you pay that person per month or per year? B














1






1
93.2 If NO, did the owner or a family member do it and no fee was charged?. B














1






1
93.3 If NO, was it done by the agent and what the agent fee per month or per year? B














1






1
93.4 If NO, was it shared with other family business, and what was the dollar share per month or year? B














1






1
94 As an owner of a fishing boat, did you hire an agent to take care of the fishing business in [Year]? B














1






1
94.1 If YES, what was the agent’s fee and was the fee per trip, per month or per year? B














1






1
94.2 If NO, what types of works did the owner usually do? (A list of up to 5 region-specific types of work, including other, will be provided) B














1






1
95 Did you hire a boat manager/agent to manage land-based business related to fishing in [Year]? B















1





1
95.1 If YES, how much did you pay for this position $_______ (a month) and what were the main tasks of the boat manager? [Up to five region-specific tasks, including other, will be listed.] B















1





1
95.2 If NO, did you do your own bookkeeping? B















1





1
96 Total business travel (car, airplane, train, other____________________) B




1 1 1














3
97 Crew or captain travel not deducted from wages B






1




1








2
98 Office expenses (Please specify) B





1 1














2
99 Total payroll of non-boat personnel (include wages, bonuses, benefits, payroll taxes, retirement payments and life, health, and unemployment insurance) B




1
















1
100 Cost of professional services [Each survey will include a list of professional service costs such as legal expenses paid including settlement and legal fees and the cost of financial (e.g., accounting and tax preparation) services. Some surveys will have separate questions by type of professional service.] B 1
1


1 1 1


1



1 1 1


9
101 Additional labor payments including payments to office staff and night watchmen B 1
1










1







3
102 Professional certifications or training B 1
1



















2
103 Bank fees B

1



















1
104 Advertising Costs Exclude if included in booking fee charges. Ch 1
1

1







1







4
105 Booking agent fees {For some surveys, a distinction is made between booking fees paid to landing and other booking fees.] and commissions Ch 1
1

1
















3
106 Weather service subscriptions B

1



















1
107 Communications, including [A list of up to six fishery or region-specific examples of these costs, including other, will be provided. For example, a specific list might include some of the following: satellite phone, skymate, cell and landline phones, office radio, VMS operational fees (not including the cost of new/upgraded VMS systems).] B 1



1



1
1 1 1







6
108 Office/workshop/storage expenses including office /workshop supplies, office utilities (electric, heat, internet etc.), rental of office/shed/freezer space, excluding communication costs B 1



1





1









3
109 Rent paid on office space used for [sector-specific term] business? Include expenses if deductible from personal income tax for business expenses. B




1
















1
110 Repair, maintenance, and improvements for booth or office space in [Year] Ch 1





















1
111 Some fishermen purchase fishing gear, electronics, safety equipment or other items [out of state or off-island], online, or through a catalog. Approximately what percentage of your expenditures were purchased [out of state or off-island]? B


















1


1
112 Other fishing costs (Please specify) B 1





1








1 1 1


5
113 Boat cleaning

1




















1
114 Guided angler fish (GAF) leases B
1




















1
115 Other annual overhead costs (Please specify) B














1 1





2
116 How much did you pay to purchase, improve, or use the items listed below? To help us distinguish annual expenditures from new long-term investments, please estimate separate amounts paid in [Year] for 1) Cash payments in [Year], which are total rental/lease payments, purchases and improvements fully paid for during [Year], and loan payments on purchases and improvements financed during or before [Year] and 2) New investments in [Year], which are total investment costs financed by loans issued during [Year], including loan principal, taxes and fees, and down payment amount. Note: Some of the following cost questions can be integrated into prior questions. B
























116.1 Cash payments for boat(s) and major boat-related equipment B
1




















1
116.2 Cash payments for vehicles (car/truck) B
1




















1
116.3 Cash payments for fishing gear, tackle, personal safety equipment B
1




















1
116.4 Cash payments for other machinery and equipment B
1




















1
116.5 Cash payments for moorage/slip, boatyard and equipment storage space B
1




















1
116.6 Cash payments for office space, lodging, and other shore-side facilities B
1




















1
116.7 Cash payments for transferable fishing permits and licenses B
1




















1
116.8 Cash payments for other business-related property and assets B
1




















1
116.9 New investments in boat(s) and major boat-related equipment B
1




















1
110.10 New investments in vehicles (car/truck) B
1




















1
110.11 New investments in fishing gear, tackle, personal safety equipment B
1




















1
110.12 New investments in other machinery and equipment B
1




















1
110.13 New investments in moorage/slip, boatyard and equipment storage space B
1




















1
110.14 New investments in office space, lodging, and other shore-side facilities B
1




















1
110.15 New investments in transferable fishing permits and licenses B
1




















1
110.16 New investments in other business-related property and assets B
1




















1



























Spotter Plane Questions

























117 Did you use a spotter plane in [Year]? Co






1














1
118 Do you own the plane? (If YES please fill out Section [X]) Co






1














1
119 If rental plane, what was the rental fee? Co






1














1
120 Who is responsible for paying for fuel and oil for the plane? Co






1














1
121 Total fuel cost (if known): Co






1














1
122 Total oil cost (if known): Co






1














1
123 Total if combined (if known): Co






1














1
124 If pilot was paid a share or percentage of catch/gross/etc., please provide the details Co






1














1
125 If pilot was paid a flat rate, please provide the amount Co






1














1
126 Do you share the cost of a spotter plane or pilot with others? □Yes□ No indicate your share as a percentage or dollar amount (please circle units) Co






1














1
126.1 If Yes, indicate your share as a percentage or dollar amount Co






1














1
127 How did you decide to use the spotter plane? □ Weather □ Availability □ Spotter Ability □ Cost □ Increased catch (Check all that apply) Co






1














1
128 Did increased catch justify the cost of using the plane? Co






1














1



























Completeness and Source Questions

























129 Did you have any other costs in [Year] for the selected boat that we have not asked about in this survey? B











1 1 1







3
129.1 If YES, how much were the other fixed costs and what were they for? B











1









1
130 Please indicate if the costs provided in this survey were directly from your records or from your best estimates. B











1









1
130.1 Cost information provided is from my records. B











1









1
130.2 Cost information provided reflects my best estimates. B











1









1
130.3 Cost information provided reflects both information from my records and some best estimates. B











1









1




























Sheet 7: Crew Size and Payments
Crew Information (crew costs, crew size etc.) Questions






























Explanation: Each survey will request a subset of the following types of crew information at different levels of aggregation for the following: 1) the average or usual trip or day, the last trip, two specific trips defined by date, or the year as a whole; 2) 1 or 2 specific calendar or fiscal years or the last 12 months; 3) up to 10 fishery-specific trip types; and 4) a specific boat, each listed boat or all the fishing boats owned by a respondent or the company the respondent represents. Each survey will define trip types by trip length, area fished, primary purpose, primary gear used, whether it is a boat or non-boat trip, and/or primary target species. Some surveys will request data for their first three most common types of trips with a listed boat. Some surveys will include instructions that request the respondent to enter a “0” or check the NA box if the correct answer is ‘0” or if the question is not applicable and/or refer the respondent to an instruction sheet for more information.






























# Crew Information Com, Chart or Both PI Charter AK Charter NE Charter NW Charter SE Charter SW Charter SW Alba. SW Swordf. SE USVI SE PR SE Shrimp SE Golden Crab NE Multi Gears NW LE & OA SW CPS PI ASPL PI HPL PI ASSB PI HSB PI MASB PI Guam Add-on PI Saipan Add-on PI A.S. Add-on No of surveys with this Q 2 New Questions





Crew Cost Information






























1 In [Year], what percentage of this boat’s trips did the owner operator take? B















1





1





2 In [Year], how many of your fishing trips did you fish as a captain and how many did you fish as crew? B


















1


1





3 Did you own the boat that you fished on in [Year]? B
















1 1 1


3





4 If NO, did you always fish on the same boat? B
















1 1 1


3





5 In [Year], what percent of time did other people (other than family members) use that boat without you? B
















1 1 1


3





6 Did you captain this [region-specific gear type] boat in [Year]? B















1





1





6.1 If YES, did you captain all the trips taken by this boat in [Year] B















1





1





7 On what percentage of fishing trips in that fishery did the boat owner serve as captain? B












1 1







2





8 Was the captain on the trip an owner or a hired captain? B








1












1





9 Was this boat operated by a hired captain or by its owner in [Year]? B














1






1





10 Was the owner also the captain of this boat? B









1 1










2





10.1 If Yes, was the owner paid a captain’s share? B









1 1










2





10.1.1 If Yes, amount of captain’s share: $___________ B









1 1










2





11 On trips in that fishery when the boat owner served as captain, what share of net revenue (revenue minus the deductions above) went to each of the following?: B












1 1







2





11.1 Boat share B












1 1







2





11.2 Captain share B












1 1







2





11.3 Crew share B












1 1







2





12 On trips in that fishery when the boat owner did not serve as captain, what share of net revenue (revenue minus the deductions above) went to each of the following?: B












1 1







2





12.1 Boat share B












1 1







2





12.2 Captain share B












1 1







2





12.3 Crew share B












1 1







2





13 Hired captain cost per trip B 1







1












2





14 Crew cost per trip excluding hired captain B 1







1












2





15 Fishing shares (percentage or actual cash) B





1 1














2





15.1 Boat B





1 1














2





15.2 Captain B





1 1














2





15.3 2nd Captain B





1 1














2





15.4 Engineer B





1 1














2





15.5 Crew B





1 1














2





16 Payments to hired mates/crew on this trip (excluding share of tip) B



1

















1





17 Including the captain, AVERAGE AMOUNT paid to hired crew of _____PER TRIP FOR this boat B





1



1










2





18 Total amount paid to HIRED crew and captains of this boat in [Year] B 1








1











2





19 Average labor cost per trip ($ or % of revenue) B




1
















1





20 Please describe hired captain and crew remuneration mechanism (e.g., share system, fixed payment) B








1












1





21 Please choose the option that best describes how trip expenses were paid for on most commercial trips in [Year]: Please do not include the cost of leasing in/buying quota or Days at Sea (DAS). A full list of trip expenses to consider can be found on the survey instruction sheet. B











1









1





21.1 100% of trip expenses were paid by the boat/owner (including cases of no crew or hired captain in [Year]) B











1









1





21.2 100% of trip expenses were paid by crew B











1









1





21.3 Trip expenses were shared: Boat/owner paid_____ % of trip expenses. B











1









1





21.4 Other (please describe) B











1









1





21.5 Trip expenses in [Year] were paid…. B











1









1





21.5.1 Off the top (including cases of no crew or hired captain in [Year]) B











1









1





21.5.2 After shares were split B











1









1





21.5.3 Other (please describe): B











1









1





22 Which crew payment method was used on the majority of commercial trips on the selected boat in [Year]? B











1









1





22.1 a flat rate system ($/hour, $/day , $/week etc.) B











1









1





22.2 a share system B











1









1





22.3 a combination of a flat rate system AND a share system or bonus system B











1









1





22.4 Other (please describe) B











1









1





23 What were the total payments (excluding bonuses) made to crew and hired captains in [Year]? Please check No Cost where applicable. B




1





1









2





23.1 a. Crew: $_____ .00 or No Cost B











1









1





23.2 b. Hired Captain: $_____ .00 or No Cost B











1









1





24 If you (the boat owner) provided any additional benefits to the crew and/or hired captains that worked on the selected boat in [Year], what was the total amount paid in benefits in [Year]? Please include holiday bonuses and profit sharing (see the instruction sheet for a full list of benefits). B











1









1





24.1 $_____ .00 or B











1









1





24.2 I did not provide any additional benefits to crew or a hired captain in [Year]. B











1









1





25 Captain (including wages, bonuses, benefits, payroll taxes, and unemployment insurance) B




1






1 1







3





26 Crew (including wages, bonuses, benefits, payroll taxes, and unemployment insurance) B












1 1







2





27 In [Year], how was catch/revenue distributed among fishermen in a fishing trip? [Lists of up to eight fishery or region-specific types of trips and up to up to six fishery or region-specific answers, including other, will be provided and they will be asked for the share (%) for each.] Co













1







1





28 When operating in that fishery [i.e., the one this boat derive the most revenue from landings], did this boat make any trips where a crew share system was used to pay the crew? B












1 1







2





29 Which of the following expenses were deducted from total revenue before calculating the crew share when this boat operated in that fishery? [In some cases, some of the following categories will be combined.] B












1 1







2





29.1 Crew or captain travel if not deducted from wages B












1 1







2





29.2 Observer fees B












1 1







2





29.3 Fishing association and commission costs B












1 1







2





29.4 State licensing and Federal permit fees B












1 1







2





29.5 Buyback fees B












1 1







2





29.6 Fuel, engine oil, lubrication, and hydraulic fluid [for some surveys, these will be separate categories] B












1 1 1 1





4





29.7 Freon B














1






1





29.8 Food and beverages/Provisions [for some surveys, these will be separate categories] B












1 1 1 1





4





29.9 Ice B












1 1
1





3





29.10 Bait B












1 1 1 1





4





29.11 Fishing gear B














1 1





2





29.12 Off-load expenses B












1 1







2





29.13 Freight to the boat on supplies B












1 1







2





29.14 Other supplies (cleaning, clothing, safety, etc.) B












1 1







2





29.15 Communications B












1 1 1 1





4





29.16 Trucking of fish to the buyer B












1 1







2





29.17 Insurance premium payments B












1 1 1 1





4





29.18 Agent fees B














1 1





2





29.19 Parts for repairs B














1 1





2





29.20 Lease or charter of this boat B












1 1







2





29.21 Expenses for purchase and leasing of permits and quota associated with this boat B












1 1







2





29.22 Gear lost B






















0





29.23 Booking fees B






















0





29.24 Other (describe) B












1 1 1 1





4





30 How was the captain paid? [Up to 5 fishery or region-specific categories will be listed.] B














1 1





2





30.1 If a share was paid, what was the % of GROSS revenue or what was the % of NET revenue? B














1 1





2





30.2 If a flat rate was paid, what was it and was it per trip, per month or per year? B














1 1





2





30.3 If a flat rate plus bonus were paid, what were they and were they per trip, per month or per year? B














1 1





2





30.4 If a bonus was paid, please describe how it was determined or explain the bonus schedule. B














1 1





2





31 Excluding the captain, how was the crew paid? [Up to 5 fishery or region-specific categories will be listed.] B














1






1





31.1 If a share was paid, what was the % of GROSS revenue or what was the % of NET revenue? B














1 1





2





31.2 If a flat rate was paid, what was it and was it per trip, per month or per year? B














1 1





2





31.3 If a flat rate plus bonus were paid, what were they and were they per trip, per month or per year? B














1 1





2





31.4 If a bonus was paid, please describe how it was determined or explain the bonus schedule. B














1 1





2





32 Did all the crew get paid by the same method? B














1 1





2





32.1 If not, provide the following information for each crewmember (Up to 6 crewmember categories will be listed.) B














1 1





2





32.1.1 A foreigner? B














1 1





2





32.1.2 Shares % B














1 1





2





32.1.3 Share of Trip or Net Revenue B














1 1





2





32.1.4 Flat Rate amount (Per Trip, Month or Year) B














1 1





2





32.1.5 Bonuses (Per Trip Month or year) B














1 1





2





32.1.6 Initial Payment (when hired) B














1 1





2





32.1.7 Year of initial payment B














1 1





2





33 Initial cost/payment to retain a foreign/non-local crewmember? B














1 1





2





34 Initial payments for foreign crew (including agent fees, airfare/tickets, transit (min. 30 days from Samoa or Ensenada, etc.))
$_______________ per crew in in recruitment
 B














1 1





2





35 Non-local/Micronesian crew (fee for green cards, medical, etc.) $_______________ per crew B















1





1





36 Who normally captained CHARTER FISHING trips on your vessel(s) during [Year]? □ Vessel owner □ Hired captain(s) □ Both □ Other (specify) Ch 1





















1





37 If hired captain, How is the captain normally paid? □ By trip □ Salary □ Other (specify) Ch 1





















1





38 If hired captain, How many different hired captains fished your vessel(s) during [Year]? Ch 1














1





2





39 How did you find the hired captain for this boat? B














1






1





40 Was the hired captain in [Year] a family member or relative of the owner? B















1





1





41 Year current captain was born B





1 1







1





3





42 How many years has your hired captain been with your company? B















1





1





43.0000000000001 Avg. # of total officer and crew (including captains) B




1
















1





44 Crew Size (not including captain) B





1 1

1

1 1 1 1





7





45 Number of full-time crewmembers during the season (not including the captain) on the boat B

1



















1





46 Number of part-time crewmembers during the season (not including the captain) on the boat B

1



















1





47 Number of people in total, including yourself, on board for an average fishing trip? B
















1 1 1


3





48 Number of local crew (not including captain) B















1





1





49 Number of foreign crew (not including captain) B














1 1





2





50 Number of foreign crew by country [Up to five region-specific countries, including other, will be listed.] B















1





1





51 Number of crew on a renewed contract B















1





1





52 Is this boat usually operated/captained by the majority owner of the boat? B



1

















1





53 Who was the captain of this boat for the majority of commercial trips taken in [Year]? B











1









1





53.1 Majority hired captain B











1









1





53.2 Majority owner‐operated B











1









1





53.3 Commercial trips were evenly split between hired captain and owner‐operated B











1









1





53.4 The selected boat did not take any commercial trips in [Year] B











1









1





54 On average, how many years had the crew been working with this boat/company? B














1 1





2





55 What is the longest time (in years) a current crew had been working with this boat/company? B














1 1





2





56 Contract captain used in [Year]? B





1 1














2





56.1 If YES, % of time in [Year] B





1 1














2





57 Captain: years fishing B





1 1














2





58 Captain: years operating current fishing boat B





1 1














2





59 How many individuals worked for the business primarily as hired boat operators and/or licensed sport fishing guides during each period in [Year], not including owners of this business? For each period, please report the number of individuals who worked full-time and part-time separately, where Full-time is at least 35 hours per week during most of the period and Part-time is less than 35 hours per week during most of the period. B
1




















1





59.1 [Region-specific period 1] full time ____ Part-time ____ B
1




















1





59.2 [Region-specific period 2] full time ____ Part-time ____ B
1




















1





59.3 [Region-specific period 3] full time ____ Part-time ____ B
1




















1





59.4 [Region-specific period 4] full time ____ Part-time ____ B
1




















1





60 How many individuals worked for the business primarily as hired deckhands or other on-board crew during each period in [Year], not including owners of this business? For each period, please report the number of individuals who worked full-time and part-time where Full-time is at least 35 hours per week during most of the period and Part-time is less than 35 hours per week during most of the period. B
1




















1





60.1 [Region-specific period 1] full time ____ Part-time ____

1




















1





60.2 [Region-specific period 2] full time ____ Part-time ____ B
1




















1





60.3 [Region-specific period 3] full time ____ Part-time ____ B
1




















1





60.4 [Region-specific period 4] full time ____ Part-time ____ B
1




















1





61 How many individuals were hired and worked for the business primarily on-shore during each period in [Year] (examples: business manager, guest services, administrative employees, etc.)? Do not include independent contractors that provide the same service to multiple businesses, or owners of this business. For each period, please report the number of individuals who worked full-time and part-time separately, where Full-time is at least 35 hours per week during most of the period and Part-time is less than 35 hours per week during most of the period. B
1




















1





61.1 [Region-specific period 1] full time ____ Part-time ____ B
1




















1





61.2 [Region-specific period 2] full time ____ Part-time ____ B
1




















1





61.3 [Region-specific period 3] full time ____ Part-time ____ B
1




















1





61.4 [Region-specific period 4] full time ____ Part-time ____ B
1




















1





62 For work performed in [Year], how much did you pay in total to hired boat operators and guides, deckhands and other crew, and on-shore employees? Include only payment of wages and other monetary compensation; do not include non-wage benefits (for example, health insurance), other payroll expenses (for example, unemployment insurance), or any payments to owners of this business. B
1




















1





62.1 Boat operators/guides B
1




















1





62.2 Deckhands and other on-board crew B
1




















1





62.3 On-shore employees B
1




















1





63 What forms of compensation were used for hired boat operators and guides, deckhands and other crew, and on-shore employees in [Year]? For each worker type, please check the box for each form of compensation that was used to pay one or more individuals, not including owners of this business. Check all that apply. {Up to six region-specific types of compensation will be listed. For example, the Alaska Charter survey listed daily/hourly wage, salary, revenue share, or other.] B
1




















1





63.1 Boat operators/guides B
1




















1





63.2 Deckhands and other on-board crew B
1




















1





63.3 On-shore workers B
1




















1





64 As an owner of a fishing vessel, did you hire an agent to take care of the fishing business in [Year]?
 Co














1 1





2





64.1 If YES, what was the agent’s fee? $ ____per trip, OR $ ____per month, OR $ ____ per year















1






1





64.2 If NO, what types of works did the owner usually do? (Check all that apply) [Up to six region or fishery-specific activities will be listed. The following is the list for the PI ASPL survey: Book keeping, Buying parts, Look for crew and captain, Getting the boats ready to depart (such as getting supplies, parts, call PIRO), and Others.]















1






1





65.2 In [Year], how many people were paid from this vessel’s trip revenue and how were they paid? Co















1





1





66.2 How was the owner paid? Co















1





1





67.2 If a share was paid, what was the % of GROSS revenue or what was the % of NET revenue? Co















1





1





68 How was the vessel manager paid? Co















1





1





69.2 If a flat rate was paid, what was it and was it per trip or per month? Co















1





1





70.2 If a share was paid, what was the % of GROSS revenue or what was the % of NET revenue? Co















1





1





71 How many people does it take to run the boat for a CHARTER FISHING trip (including the captain)? Ch 1





















1





72 During [Year], how many different PAID employees worked for your charter business (or worked with you)? Ch 1





















1





72.1 On the boat(s) (including captain(s)): Full Time______Half Time_______ Part Time______ Unpaid Staff Ch 1





















1





72.2 On shore: Full Time______Half Time_______ Part Time______ Unpaid Staff Ch 1





















1





Sheet 8: Loan (Info
Loan Information Questions

























Explanation: Most surveys will request a subset of the following loan information at different levels of aggregation for 1 or 2 specific calendar or fiscal years or the last 12 months.

























# Loan Information Com, Chart or Both PI Charter AK Charter NE Charter NW Charter SE Charter SW Charter SW Alba. SW Swordf. SE USVI SE PR SE Shrimp SE Golden Crab NE Multi Gears NW LE & OA SW CPS PI ASPL PI HPL PI ASSB PI HSB PI MASB PI Guam Add-on PI Saipan Add-on PI A.S. Add-on No of surveys with this Q 3 new Qs
1 Did you have any loan(s) on your boat at any time during [Year]? B









1 1
1 1







4
2 Total amount you still owed on that boat loan at end of the [Year] B









1 1
1 1







4
3 Total amount paid for loans on the boat B 1





1 1



1 1 1 1 1 1 1


10
4 Average loan payment per month B









1



1 1 1 1 1


6
5 Interest paid on that boat loan B




1




1
1 1







4
6 Principal paid on that boat loan B




1




1
1 1







4
7 Estimated annual interest rate on loan in [Year] B









1











1
7.1 Is that a fixed or variable interest rate? B






















0
8 Boat purchase loan principle balance B






1














1
9 Time remaining on this loan B






1














1
10 Boat or permit payments/financing including the amount you paid on down payments or loans on boat/permit purchases, made in [Year], including tax B











1









1
11 For loans on boat, interest rate and monthly payment B








1












1
12 For loans on trailer, interest rate and monthly payment B








1












1
13 For loans on gear and equipment, interest rate and monthly payment B








1












1
14 For loans on engines, interest rate and monthly payment B








1












1
15 Did you have any other loan payments associated with your fishing business? B






















0
15.1 If Yes, how much were they and what were they for? B






















0
16 Was there a loan outstanding on any of your boats during any part of [Year]? If Yes, B

1



















1
16.1 What was the monthly payment (principle and interest) during [Year]? B

1



















1
16.2 What is the outstanding balance on this loan at the end of [Year]? B

1



















1
16.3 What was the total amount of your original loan? B

1



















1
16.4 What is the term of your current loan? ______(years) B

1



















1
16.5 What is interest rate on this loan? B

1



















1
16.6 Was your home used to secure this loan? If Yes, B

1



















1
17.6.1 What percentage of the value was secured with your home? B

1



















1
17 In [Year], did you have any outstanding short term operating loans? If Yes, B

1



















1
17.1 What was the monthly payment (principle and interest) during [Year]? B

1



















1
17.2 What is the outstanding balance on this loan at the end of [Year]? B

1



















1
17.3 What was the total amount of your original loan? B

1



















1
17.4 What is the term of your current loan? ______(years) B

1



















1
17.5 What is interest rate on this loan? B

1



















1
17.6 Was (were) your boat(s) used to secure this loan? If Yes, B

1



















1
18.6.1 What percentage of the value was secured with your boat(s)? B

1



















1
17.7 Was your home used to secure this loan? B

1



















1
18.7.1 If Yes, what percentage of the value was secured with your home? B

1



















1
18 In [Year], did you have an outstanding loan on a company owned vehicle? B

1



















1
18.1 If Yes, what was the monthly payment (principle and interest) during [Year]? B

1



















1
19 In [Year], did you have an outstanding loan on any company owned buildings and/or land? B

1



















1
19.1 If Yes, what was the monthly payment (principle and interest) during [Year]? B

1



















1

Total payments made for loans on short-term operating loans during [Year] B 1





















1

Total payments made for loans on vehicle during [Year] B 1





















1

Sheet 9: Exogenous Shocks
Changes in Fishing Operations due to COVID-19 or Other Exogenous Shocks Questions

























Explanation: Most surveys will request a subset of the following information for 1 or 2 specific calendar or fiscal years or for the last 12 months.

























# Information on Changes in Fishing Operations due to COVID-19 or Other Exogenous Shocks Com, Chart or Both PI Charter AK Charter NE Charter NW Charter SE Charter SW Charter SW Alba. SW Swordf. SE USVI SE PR SE Shrimp SE Golden Crab NE Multi Gears NW LE & OA SW CPS PI ASPL PI HPL PI ASSB PI HSB PI MASB PI Guam Add-on PI Saipan Add-on PI A.S. Add-on No of surveys with this Q No new Qs
1 In [Year], how did you change your fishing activities due to COVID-19? Co





1 1 1

1
1 1







6
1.1 What were the main reasons you made those changes? Co





1 1 1

1
1 1







6
1.2 By how much did your total annual fishing costs change in [Year] due to COVID-19? $_____.00 Co





1 1














2
1.3 By how much did your total annual fishing revenue change in [Year] due to COVID-19? $_____.00 Co





1 1














2
2 Did you substantially change your fishing activities in [Year]? Co





1 1 1 1 1 1
1 1 1 1 1 1 1


13
2.1 How did you change your fishing activities in [Year]? Co





1 1 1 1 1 1
1 1 1 1 1 1 1


13
2.2 What were the main reasons you made those changes in [Year? Co





1 1 1 1 1 1
1 1 1 1 1 1 1


13
2.3 By how much did each of the following increase or decrease for your boat(s) in [Year] due to those changes? (Please enter “0” if there was no change) Co





1 1 1 1 1 1
1 1 1 1 1 1 1


13
2.3.1 Landings (% increase or decrease) Co





1 1 1 1 1 1
1 1 1 1 1 1 1


13
2.3.2 Fishing revenues (% increase or decrease) Co





1 1 1' 1' 1 1
1 1 1 1 1 1 1


11
2.3.3 Total operating costs (% increase or decrease) Co





1 1 1 1 1 1
1 1 1 1 1 1 1


13
2.3.4 Crew size (% or number increase or decrease) Co





1 1 1 1 1 1
1 1 1 1 1 1 1


13
3 Did you substantially change your non-fishing activities in [Year]? Co





1 1 1 1 1 1
1 1







8
3.1 If Yes, how did you change your non-fishing activities? Co





1 1 1 1 1 1
1 1







8
3.2 What were the main reasons you made those changes? Co





1 1 1 1 1 1
1 1







8

Sheet 10: Opinions
Opinions Questions

























Explanation: Some surveys will request a subset of the following information.

























# Opinion Information Com, Chart or Both PI Charter AK Charter NE Charter NW Charter SE Charter SW Charter SW Alba. SW Swordf. SE USVI SE PR SE Shrimp SE Golden Crab NE Multi Gears NW LE & OA SW CPS PI ASPL PI HPL PI ASSB PI HSB PI MASB PI Guam Add-on PI Saipan Add-on PI A.S. Add-on No of surveys with this Q No new Qs
1 For each of the following statements, do you strongly disagree, disagree, are neutral, agree, or strongly agree? Co








1












1
1.1 I have other options available if I decide to no longer be a fisherman (in my current occupation). Co








1












1
1.2 I am confident that I could get work elsewhere if I needed to. Co








1












1
1.3 I would be nervous trying something outside the fishery (outside my current occupation). Co








1












1
1.4 I have planned for my financial security. Co








1












1
1.5 Every time there is a change, I plan a way to make it work for myself. Co








1












1
1.6 I am more likely to adapt to change compared to other fishermen (others in this business). Co








1












1
1.7 I do not think I am competitive enough to be a fisherman (continue in this business) much longer. Co








1












1
1.8 I am confident things will turn out well for me. Co








1












1
1.9 If there are any more changes due to natural disasters such as [name of a natural disaster], I will not be able to continue to be a fisherman (in this business) much longer. Co








1












1
1.10 I can cope with impacts to the fishery (my business) due to natural disasters such as [name of a natural disaster]. Co








1












1
1.11 I am interested in learning new skills outside the fishery (my current occupation). Co








1












1
2 Given your experience, do you think in the next year more people will be doing each of the following types of fishing? (Please check one for each type of fishing) [Up to six regional-specific types of fishing will be listed.] Co
















1 1 1


3
2.1 Why do you feel this way? Co
















1 1 1


3
3 Please state how much you agree or disagree with the following statements: [Five levels of agreement from Strongly Disagree to Strongly Agree will be listed.] Co
















1 1 1


3
3.1 As someone who fishes, I am respected by the community Co
















1 1 1


3
3.2 Fishing is an important part of who I am Co
















1 1 1


3
3.3 Fishing is an important part of my culture Co
















1 1 1


3
4 How important is each of the following for managing fisheries in [Region]? [Five levels of importance from Not at all important to Extremely important will be listed.] Co
















1 1 1


3
4.1 Rules are followed and enforced Co
















1 1 1


3
4.2 My voice is included in decision making Co
















1 1 1


3
4.3 Managers know how many fish there are Co
















1 1 1


3
4.4 Managers know how healthy the reef / other habitats are Co
















1 1 1


3
4.5 Managers know about the fishermen and fishing community (income, culture, etc.) Co
















1 1 1


3
4.6 Local agencies build or maintain fisheries infrastructure (boat ramps, harbors, etc.) Co
















1 1 1


3
4.7 Other, please specify: Co
















1 1 1


3
5 Please state how much you agree or disagree with each of the following statements: [Five levels of agreement from strongly disagree to strongly agree will be listed.] Co
















1 1 1


3
5.1 Rules are followed and enforced Co
















1 1 1


3
5.2 My voice is included in decision making Co
















1 1 1


3
5.3 Managers know how many fish there are Co
















1 1 1


3
5.4 Managers know how healthy the reef / other habitats are Co
















1 1 1


3
5.5 Managers know about the fishermen and fishing community (income, culture, etc.) Co
















1 1 1


3
5.6 Local agencies build or maintain fisheries infrastructure (boat ramps, harbors, etc.) Co
















1 1 1


3
5.7 Other, please specify: Co
















1 1 1


3
6 How satisfied are you with your occupation as a commercial fisherman? • Completely satisfied • Mostly satisfied • Somewhat satisfied • Neither satisfied nor dissatisfied • Somewhat dissatisfied • Mostly dissatisfied • Completely dissatisfied Co








1












1
7 Taken all together, how would you say things are these days--would you say that you are? • Very happy • Pretty happy • Not too happy Co








1












1
8 People have different opinions on the definition of commercial fishing. How would you define a fisherman as commercial? To be considered a commercial fisherman, I feel that someone must do the following. (Please check all that apply) [Up to nine region-specific criteria will be listed. For example, the PI MASB survey lists the following criteria: Sell at least one fish, Sell 25% or more of catch, Sell 50% or more of catch, Sell all catch, Make at least 25% of personal income from fishing, Make at least 50% of personal income from fishing, Make all personal income from fishing, and Other.] Co


















1


1
9 Do you have any suggestions for how [Region's or State's] fisheries should be managed or topics that you feel need further study? Co
















1 1 1


3
10 What are the three biggest constrains or challenges that impact the economic performance of your fishing business? Co









1 1


1 1





4
11 How have you participated in the [region-specific fishery] fishery either up to the present or in the past? Check all that apply. [Up to 10 fishery-specific types of participation, including other, will be listed. For example, the SW swordfish survey lists Longline fisherman, Drift gillnet fisherman, Harpoon fisherman, Spotter pilot, Processor plant manager or equivalent, Skipper, boat owner, and Other.] Co






1














1
12 From your perspective, what impact has regulation of the [region-specific fishery] fishery had on the fishery in which you participate? (Please be specific regarding regulations and their impacts.) Co






1














1
13 What gears should be authorized for use to target [fishery-specific species] off the [region-specific area]? [Up to 8 gear types, including other, will be listed. For example, the SW swordfish survey lists Longline, Drift gillnet, Harpoon, Buoy, and Other.] Co






1














1
14 Are hard caps for marine mammal and sea turtle species an effective bycatch management tool? □ Yes □ No Co






1














1
15 In a few words, please explain why you answered “Yes” or “No” Co






1














1
16 Did you know the [region-specific fishery management council] is soliciting applications for, and has issued Exempted Fishing Permits to target [fishery-specific species] using [fishery-specific] gear in [fishery-specific area (e.g., state or territory) over the last few years? Co






1














1
17 Do you have any interest in applying for an Exempted Fishing Permit to target [fishery-specific species] using [fisher-specific] gear? □ Yes □ No Co






1














1
18 In a few words, please explain why you answered “Yes” or “No” Co






1














1
19 Should the level of commercial [fishery-specific species] fishing activity in [region-specific area] increase? Co






1














1
19.1 □ Yes, that commercial fishing activity should increase. Co






1














1
19.2 □ No, that commercial fishing activity should stay the same or decrease Co






1














1
19.3 In a few words, please explain why you answered as you did Co






1














1
20 Are you concerned that changing environmental conditions (weather, local target or protected species abundance, etc.) will affect the operation of the [[region-specific] fishery or the related fishing communities? Co






1














1
20.1 □ Yes, environmental change will affect the operation of that fishery. Co






1














1
20.2 □ No, environmental change will have no effect. Co






1














1
20.3 If yes, in a few words, what are some impacts that you expect? Co






1














1
21 If the [region-specific fishery management council] amended the [region-specific] Fishery Management Plan to authorize [fishery-specific gear] fishing within the [region-specific area] to target [region-specific species], would you potentially be interested in participating? □ Yes □ No Co






1














1
21.1 Explain in a few words why or why not. Co






1














1
22 Is there any other information, including comments or suggestions, you would like to share with us? Co





1




1 1 1 1
1




6
23 Do you have any comments in general or about how your charter business has been affected in the last 5 years or will likely be impacted in the next five years, either positively or negatively? Please use the space below or attach separate sheets to provide us your comments. Ch
1




















1
24 How would you rate each of the following potential problems as problems for your [region-specific term] business? Circle the number to indicate if it’s extremely important, very important, moderately important, slightly important, or not important. [Up to 20 fishery or region-specific potential problems will be listed. For example, the NW charter survey lists Cost of insurance, Fuel costs, High cost of overhead, High cost of bait, Shoreline growth and development, Unsafe boats in industry, Unsafe captains in industry, Competition with other operators, Getting customers, Too many operators, Fishing regulations, Weather/natural events, Poor fishing/too few available fish, Profitability, Crew personnel problems, Safety of bar crossing, Poor bait availability, and Other.] b


1


















1
25 Please rate the effect on your business of the following types of fishery regulations. [The 6 listed ratings will be Not Challenging, Slightly Challenging, Moderately Challenging, Very Challenging, Extremely Challenging, and Not Sure. Up to 10 fishery-specific categories of regulations, including other, will be listed. For example, the NW charter survey lists Day of week restrictions, Depth/area closures, Bag limits for Salmon, Bag limits for species other than Salmon, Minimum size limits for Salmon, Minimum size limits for species other than Salmon, Seasonal closures, In season regulation changes, Coast Guard regulations, and Other.] B


1


















1
26 How would you rate the following business practices in importance to running a successful [region-specific term] business? [The 6 listed ratings will be Not Challenging, Slightly Challenging, Moderately Challenging, Very Challenging, Extremely Challenging, and Not Sure. Up to 5 fishery-specific business practices, including other, will be listed. For example the NW charter survey lists Catching more fish, Public relations with clients, and Any others (please specify).]



1


















1
27 Compared to 5 years ago, how many clients did you service in [Year}? □ Many Fewer □ A Bit Fewer □ About the Same □ A Bit More □ Many More



1
1
















2
28 How do you see the economic outlook for the [sector-specific term] industry over the next 5 years? □ Very Unfavorable □ Somewhat Unfavorable □ About the Same □ Somewhat Favorable □ Very Favorable B


1
1
















2
29 How do you view the federal management of species targeted by the [region-specific term] fishery over the last 2 years? □ Very Unfavorable □ Somewhat Unfavorable □ Indifferent □ Somewhat Favorable □ Very Favorable B




1
















1
30 How do you view the business effects of fuel costs? □ Very Challenging □ Somewhat Challenging □ Neutral □ Somewhat Favorable □ Very Favorable B




1
















1
31 How do you view the business effects of bait fish stock? □ Very Challenging □ Somewhat Challenging □ Neutral □ Somewhat Favorable □ Very Favorable B




1
















1
32 How do you view the business effects of fishery regulations (including MPAs)? □ Very Challenging □ Somewhat Challenging □ Neutral □ Somewhat Favorable □ Very Favorable B




1
















1
33 How do you view the business effects of non-fishery government regulations? □ Very Challenging □ Somewhat Challenging □ Neutral □ Somewhat Favorable □ Very Favorable B




1
















1
34 How do you view the business effects of environmental conditions? □ Very Challenging □ Somewhat Challenging □ Neutral □ Somewhat Favorable □ Very Favorable B




1
















1
35 How do you view the business effects of ocean and fish stock health? □ Very Challenging □ Somewhat Challenging □ Neutral □ Somewhat Favorable □ Very Favorable B




1
















1
36 How do you view the business effects of Mexican visa and Mexican permit costs? □ Very Challenging □ Somewhat Challenging □ Neutral □ Somewhat Favorable □ Very Favorable B




1
















1
37 How do you view the business effects of competition from other [region-specific term] boats? □ Very Challenging □ Somewhat Challenging □ Neutral □ Somewhat Favorable □ Very Favorable B




1
















1
38 How do you view the business effects of competition from other US fisheries? □ Very Challenging □ Somewhat Challenging □ Neutral □ Somewhat Favorable □ Very Favorable B




1
















1
39 How do you view the business effects of competition from foreign ports / fisheries? □ Very Challenging □ Somewhat Challenging □ Neutral □ Somewhat Favorable □ Very Favorable B




1
















1
40 To what extent do you participate in each of the following management activities? The 6 listed extent of participation categories will be Never, Rarely, Sometimes, Frequently, Very Frequently, and N/A. The management activities will include: 1) Informally discuss fishery issues with a charter boat industry association office, 2) Attend charter boat industry association meetings, 3) Attend state agency meetings about fisheries, and 4) Attend federal agency meetings about fisheries.] B



1

















1
41 Why do you take people out fishing? Ch

1



















1
42 I feel that there are too many active charter boats in my harbor. □ Strongly Agree □ Somewhat Agree □ Neutral □ Somewhat Disagree □ Strongly Disagree Ch 1





















1

Sheet 11: Nn-resp questions
Non-Response Survey Questions



Explanation: Some surveys will request the following information for a specific year from either a sample or all of those who did not respond to the full survey.



# Non-Response Survey Information Com, Chart or Both SE Shrimp No of surveys with this Q No new Qs
1 Did you receive the [Year] Economic Survey of [fishery-specific wording]? Co 1 1
2 May I ask you a few more simple questions? Co 1 1
3 Did you commercially fish for [fishery-specific species in the region-specific fishery], i.e., sell harvested [fishery-specific species] in [Year]? [Up 3 species and 3 fisheries will be listed.] Co 1 1
4 Please estimate the number of commercial [fishery-specific specie in the region-specific fishery] trips you took in [Year] [Up 3 species and 3 fisheries will be listed.] Co 1 1
5 Please estimate your catch in the commercial [fishery-specific specie in the region-specific fishery] trips you took in [Year] [Up 3 species and 3 fisheries will be listed.] Co 1 1
5 Why did you not complete and return the survey? Co 1 1

Sheet 12: Spotter plane questions
Spotter Plane Questions



Explanation: For some fisheries that use spotter planes, the surveys will request a subset of the following information for 1 or 2 specific calendar or fiscal years or for the last 12 months.



# Non-Response Survey Questions Com, Chart or Both SW Swordf. No of surveys with this Q No new Qs
Questions for Spotter Plane Pilot or Owner Only



1 Owner Co 1 1
2 Operator: Co 1 1
3 Year pilot was born Co 1 1
4 Years as a spotter pilot Co 1 1
5 Type of airplane Co 1 1
6 Year built Co 1 1
7 Year purchased Co 1 1
8 Purchase price Co 1 1
9 Estimated replacement value of airplane Co 1 1
10 Insured replacement value of airplane Co 1 1
11 Airplane purchase loan principle balance Co 1 1
12 Airplane loan payments Co 1 1
13 Time remaining on this loan Co 1 1
14 Airplane depreciation and amortization Co 1 1
15 Electronics (Check all on airplane): □ INMARSAT □ Cellular phone □ VHF radio □ CB Radio □ SSB Radio □ Computer □ Radar □ GPS □ Other: Co 1 1
16 Total electronics cost Co 1 1
17 Total insurance cost: (plane, liability and health combined) Co 1 1
18 Total book keeping and tax preparation cost Co 1 1
19 Engine(s) horse power Co 1 1
20 Fuel consumption (gallons/hour Co 1 1
21 Annual Operating Costs: Co 1 1
21.1 Number of gallons of fuel and oil (combined or split) Co 1 1
21.2 Total fuel and oil costs while spotting (combined) Co 1 1
21.3 Maintenance Co 1 1
21.4 Parts (tires, brakes, engine, etc.) Co 1 1
21.5 Transit of the plane to/from fishing grounds Co 1 1
21.6 Equipment (GPS, binoculars, software, etc.) Co 1 1
22 Total flight days and hours spotting for each of the following species [A list of up to 10 fishery-specific species, including other, will be provided] Co 1 1
23 Total catch in [Year] for each of the following species (Specify units of catch) [A list of up to 10 fishery-specific species, including other, will be provided] Co 1 1
24 Total revenue for spotter plane in [Year] for each of the following species [A list of up to 10 fishery-specific species will be included.] Co 1 1





Questions for Boat Owner or Operator Only



25 Did you use a spotter plane? Co 1 1
26 For how many trips did you use a spotter plane? Co 1 1
27 Do you own the plane? (If YES, please fill out Section [X] Co 1 1
28 If rental plane, what was the rental fee? Co 1 1
29 Who is responsible for paying for fuel and oil for the plane? Co 1 1
30 Total fuel cost (if known): Co 1 1
31 Total oil cost (if known): Co 1 1
32 Total fuel and oil cost if combined (if known): Co 1 1
33 If pilot was paid a share or percentage of catch/gross/etc. please provide % or $ Co 1 1
34 If pilot was paid a flat rate, please provide $ per trip or hours Co 1 1
35 Do you share the cost of a spotter plane or pilot with others? □Yes□ No indicate your share as a percentage or dollar amount (please circle units) Co 1 1
36 How did you decide to use the spotter plane? □ Weather □ Availability □ Spotter Ability □ Cost □ Increased catch (Check all that apply) Co 1 1
37 Did increased catch justify the cost of using the plane? Co 1 1

Sheet 13: Processor Questions
Processor Questions



Explanation: Some surveys will request a subset the following processor information for 1 or 2 specific calendar or fiscal years or for the last 12 months.



# Processor Information Com, Chart or Both SW Swordf. No of surveys with this Q No new Qs
1 Owner Co 1 1
2 Operator Co 1 1
3 Business Name Co 1 1
4 Position of person filling out form Co 1 1
5 Corporation Type Co 1 1
6 Year incorporated Co 1 1
7 Year purchased Co 1 1
8 Purchase price: Co 1 1
9 Annual accountant, tax preparation and legal fees Co 1 1
10 Annual Rent, Lease, or mortgage costs (circle which applies) Co 1 1
11 Outstanding loan amounts Co 1 1
12 Total annual labor costs Co 1 1
13 Building & equipment maintenance Co 1 1
14 Insurance costs: Co 1 1
14.1 FICA Co 1 1
14.2 Workers comp Co 1 1
14.3 Health insurance costs Co 1 1
14.4 Longshore & Harbor workers Co 1 1
14.5 Pension funding Co 1 1
15 Harbor fees Co 1 1
16 Telephone costs Co 1 1
17 Other utilities cost Co 1 1
18 Vehicle costs Co 1 1
18.1 Maintenance Co 1 1
18.2 Insurance Co 1 1
18.3 Fuel Co 1 1
18.4 New purchases Co 1 1
19 Maintenance costs (non-vehicular) Co 1 1
20 Total [fishery-specific species] purchased (please specify number or weight) [A list of up to 10 fishery or region-specific species, including other, will be provided.] Co 1 1
21 Total cost of [fishery-specific species] purchased [A list of up to 10 fishery or region-specific species, including other, will be provided.] Co 1 1

Sheet 14: Former participant Qs
Former Fishery Participant/Operator Questions



Explanation: Some surveys will request the following information from individuals who no longer participate in the fishery.



# Information from Former Fishery Participant/Operators Com, Chart or Both SW Swordf. No of surveys with this Q No new Qs
1 Name owner/operator Co 1 1
2 Were you the captain Co 1 1
3 Boat Name Co 1 1
4 Position of person filling out form Co 1 1
5 Last year fished Co 1 1
6 Year captain was born Co 1 1
7 Captain's years fishing Co 1 1
8 Captain's years operating a fishing boat Co 1 1
9 Do you currently participate in a commercial fishery? □Yes □No Co 1 1
9.1 If yes, which fishery(s)? Co 1 1
10 Why did you leave the [region-specific] fishery? Co 1 1
10.1 Did you leave for economic reasons? □Yes □No Co 1 1
10.1.1 If YES, please briefly describe Co 1 1
10.2 Did you leave due to fishery regulations? □Yes □No Co 1 1
10.2.1 If YES, please briefly describe Co 1 1
10.3 Did you leave for other reasons? □Yes □No Co 1 1
10.3.1 If YES, please briefly describe Co 1 1
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