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HomeMy WebLinkAboutPC - Public CommentsPumliG 60MOL- the -10- 2 Newport Beach Marina Index - incorrect "average of an average" range averages and PIT Length 2012 Adj to Index 20 - 29' 95% 30 - 39' 95% 40 -49' 88% 50 -59' 91% 6L- 75' 86% PIT 1.00% Length 2011 Charges 2012 Charges $ Change perfoot % Change perfoot 20 -29' 19.04 $19.62 $0.58 3.06% 30 -39' 19.04 $24.34 $5.30 27.82% 40 -49' 22.62 $29.73 $7.11 31.44% 50 -59' 26.47 $33.93 $7.46 28.20% 60 -75' 27.981 $33.29 $5.31 18.98% Newport Beach Marinas 20 -29' Averages $20.79 $20.79 21.01 Average for 20' Range $20.86 with 95% adjustment $19.82 Subtract 1.0% for PIT $0.20 Final Rate $19.62 Slip Length Ardell Newport Dunes Marina Harbor Marina Lido Yacht Anchorage Port Calypso Newport Marina (Swales) Bayside Village Marina 25 $20.00 $23.75 $19.50 $19.50 $22.00 $20.00 28 $20.00 $23.75 $19.50 $19.50 $22.00 $20.00 29 $20.00 $23.75 $19.50 $19.50 $26.00 $18.33 $20.00 30 -39' $24.90 $25.55 27.18 Average for 30' Range $25.88 with 95% adjustment $24.58 Subtract 1.0% for PIT $0.25 Final Rate $24.34 30 $32.50 $29.00 $24.00 $19.50 $26.00 $18.33 $25.00 32 $32.50 $29.001 $24.001 $24.001 $26.001 $18.331 $25.00 36 $32.501 $31.251 $24.001 $25.001 $30.001 $22.SOI $25.00 40 -49' $32.07 $34.36 35.95 Average for 40' Range $34.13 with 88% adjustment $30.03 Subtract 1.0% for PIT $0.30 Final Rate $29.73 40 $32.501 $39.501 $38.001 $30.001 $30.00 $22.50 $32.00 45 $36.251 $39.501 $38.001 $31.501 $28.891 $32.00 46 $36.251 $42.001 $38.001 $31.SOJ J $32.00 50 -59' $36.80 $38.10 38.10 Average for50'Range $37.67 with 91% adjustment $34.28 Subtract 1.0% for PIT $0.34 Final Rate $33.93 50 $37.50 $42.00 $41.001 $31.501 1 1 $32.00 54 $37.501 $42.001 $41.001 $35.001 1 1 $35.00 55 $37.501 $42.00 $41.00 $35.00 $35.00 60 -75' 39.10 Average for 60' Range $39.10 with 86% adjustment $33.63 Subtract 1.0% for PIT $0.34 Final Rate $33.29 60 $38.501 $42.001 $45.001 $35.001 1 1 $35.00 Why change to a 2.38% Possessory Interest Tax Adjustment? 40 Foot Slip Example Current Annual Possessory Interest Tax (PIT) on BYB 40 foot slip B11 is $340.56 PIT Per Month $28.38 PIT Per month, per foot $0.71 Average for 40' range with the 88% adjustment (From Corrected Marina Index) $29.84 (PIT Per foot Per Month) / (Avg. for 40'w/88% adj) = 2.38% City of Newport Beach Current 1% PIT Adjusment (for 40' annually) $143.23 Difference 2.38% vs. 1% $197.33 Changing to a 2.38% Credit for the Possessory Interest Tax fully credits the tenant for the actual tax paid to the County of Orange! Note: This assumes the incorrect range averages are corrected. Newport Beach Marina Index Corrected Range Averages +Adjusted PIT Credit to 2.38% Length 2012 Adj to Index 20 - 29' 95% 30 -39' 95% 40 -49' 88% 50 -59' 91% 60 - 75' PIT 19.04 2.34% Length 2011 Charges 2012 I Charges $ Change perfoot % Change perfoot 20 - 29' 19.04 $19.36 $0.32 1.67% 30 -39' 19.04 $24.00 $4.96 26.04% 40 -49' 22.62 $29.13 $6.51 28.78% 50 -59' 26.47 $33.46 $6.99 26.41% 60 -75' 27.98 $32.83 $4.85 17.32% Newport Beach Marinas 20 -29' Averages $20.79 $20.79 21.01 Average for 20' Range $20.87 with 95% adjustment $19.83 Subtract 2.38% for PIT $0.47 Final Rate $19.36 Slip Length Ardell Newport Dunes Marina Harbor Marina Lido Yacht Anchorage Port Calypso Newport Marina (Swales) Bayside Village Marina 25 $20.00 $23.75 $19.50 $19.50 $22.00 $20.00 28 $20.00 $23.75 $19.50 $19.50 $22.00 $20.00 29 $20.00 $23.75 $19.50 $19.50 $26.00 $18.33 $20.00 30 - 39' $24.90 $25.55 27.18 Average for 30' Range $25.88 with 95% adjustment $24.58 Subtract 2.38% for PIT $0.59 Final Rate $24.00 30 $32.50 $29.001 $24.001 $5.501 $26.00 $18.33 $25.00 32 $32.501 $29.001 $24.001 $24.001 $26.001 $18.331 $25.00 36 $32.501 $31.251 $24.001 $25.001 $30.001 $22.501 $25.00 40 -49' $32.07 $34.36 35.95 Average for 40' Range $33.91 with 88% adjustment $29.84 Subtract 2.38% for PIT $0.71 Final Rate $29.13 40 $32.50 $39.501 $38.001 $30.001 $30.00 $22.50 $32.00 45 $36.251 $39.501 $38.001 $31,501 1 $28.89 $32.00 46 $36.251 942.00 $38A0 $31.50 $32.00 i'. 50 -59' $36.80 $38.10 38.10 Average for 50' Range $37.67 with 91% adjustment $34.28 Subtract 2.38% for PIT $0.82 Final Rate $33.46 50 $37.501 $42.001 $41.001 $31.501 $32.00 54 $37.501 $42.001 $41.001 $35.001 $35.00 55 $37.501 $42.00 $41.00 W1 $35.00 $35.00 60 -75'� 39.10 Average for 60' Range $39.10 with 8691 adjustment $33.63 Subtract 2.38% for PIT $0.80 Final Rate $32.83 60 $38.50 $42.00 $45.00 $35.00 $35.00 Is an "average of an average" accurate? (specific to the range averages of the Marina Index) Statistically speaking, an average of averages within a sample is said to very closely approximate the population average. However, where the sample size is under 30, there needs to be an adjustment for size. If the sample is over 30 (thus you are averaging over 30 averages), then this should reflect very closely the population average. It is not perfect but statistically it is incredibly close. However, it is important not to compare apples and oranges in general so while giving mu of mu, be sure to include the standard deviation and any notes you find relevant. Average of averages You're living dangerously. If the averages don't have equal weight, your average of averages will yield skewed results. Here's why. Let's say you're trying to calculate your overall average grade for all the tests you've taken in school, and let's say you are taking only math, English, and science. Let's say your average in math is 80, English is 85, and science is 90. The average of those averages is, of course, 85. But is that your true average? Not if you took ten math tests, five English tests, and only two science tests!! If all those tests have equal value, then your average is closer to 80, because the ten math tests dominate the true average. In other words, your true average is the WEIGHTED average of the three averages. To weight them properly, you must think of the math average as not one data point but ten data points, the English average as not one data point but five, and the science average as not one but two data points. Here's how the weighted average math looks: 10x80 =800 5x85 =425 2x90 =180 171405 Now, divide 1405 by 17. So, 1405/17 = 82.7. (The 17 is the sum of the weighting factors, which, as you can see, is equal to the total number of tests you took.) So, you can see that taking the average of averages may give erroneous results -- unless you find the weighted average. Read more: http : / /wiki. answers. com /Q/ls_an_average_of_averages_ accurate #ixzzlizl7Uwcl So what is the most mathmatically correct way to calculate the NB Marina index? Newport Beach Marina Index Corrected Range Averages + Adjusted PIT Credit to 2.38 %, By Slip Length! Length 2012 Adj to Index 20 - 29' 95% 30 - 39' 95% 40 - 49' 88% 50-59' 91% 60 - 75' 86% PIT 2.38% This is the most accurate method to calculate individual slip rates You already have all of the "raw data" in the current marina index You have to bill /invoice each boat by the foot, why not calculate the index that way? Newport Beach Marinas 2012 Calculations Slip Length Ardell Newport Dunes Marina Harbor Marina Lido Yacht Anchorage Port Calypso Newport Marina (Swales) Bayside Village Marina Average With Marina Index % Adjustment Subtract 2.38% PIT Final Rate 2012 20 - 29' 25 $20.00 $23.75 $19.50 $19.50 $22.00 $20.00 $20.79 $19.75 $0.47 $19.28 28 $20.00 $23.75 $19.50 $19.50 $22.00 $20.00 $20.79 $19.75 $0.47 $19.28 29 $20.00 $23.75 $19.50 $19.50 $26.00 $18.33 $20.00 $21.01 $19.96 $0.48 $19.49 30 -39' 30 $32.50 $29.001 $24.00 $19.50 $26.001 $18.33 $25.00 $24.90 $23.66 $0.561 $23.10 32 $32.50 $29.00 $24.00 $24.00 $26.00 $18.33 $25.00 $25.55 $24.27 $0.58 $23.69 36 $32.50 $31.25 $24.00 $25.00 $30.00 $22.50 $25.00 $27.18 $25.82 $0.61 $25.21 40 - 49' 40 $32.50 $39.50 $38.00 $30.00 $30.00 $22.50 $32.00 $32.07 $28.22 $0.67 $27.55 45 $36.25 $39.50 $38.00 $31.50 $28.89 $32.00 $34.36 $30.23 $0.72 $29.51 46 $36.25 $42.00 $38.00 $31.50 $32.001 $35.95 $31.64 $0.75 $30.88 50-59, 501 37.5 $42.00 $41.00 $31.50 $32.00 $36.801 $33.49 $0.80 $32.69 541 37.51 $42.001 $41.00 $35.00 $35.00 $38.101 $34.67 $0.831 $33.85 551 37.51 $42.001 $41.00 $35.00 $35.00 $38.101 $34.67 $0.831 $33.85 60 - 75' 1 601 38.51 $42.001 $45.00 $35.00 1 $35.00 $39.101 $33.63 $0.801 $32.83 * Includes average + PIT correction Slip Length Current 2011 Charges Corrected Index Final Rate 2012 * Corrected Index $ Increase * Corrected Index % Increase * New Index Final Rate 2012 New Index $Increase New Index % Increase Variance Corrected vs. New Index 20 -29' 25 19.04 $19.36 $0.32 1.68% $19.28 $0.24 1.27% -$0.08 281 19.04 $19.36 $0.32 1.68% $19.28 $0.24 1.27% -$0.08 291 19.04 $19.36 $0.32 1.68% $19.49 $0.45 2.34% $0.13 30 - 39' 30 19.04 $24.00 $4.96 26.05% $23.10 $4.06 21.30% -$0.90 32 19.04 $24.00 $4.96 26.05% $23.69 $4.65 24.43% -$0.31 36 19.04 $24.00 $4.96 26.05% $25.21 $6.17 32.38% $1.21 40 -49' 40 22.62 $29.13 $6.51 28.78% $27.55 $4.93 21.80% -$1.58 45 22.62 $29.13 $6.51 28.78% $29.511 $6.89 30.48%1 $0.38 46 22.62 $29.13 $6.51 28.78% $30.88 $8.26 36.53% $1.75 50 -59' 501 26.47 $33.46 $6.99 26.41% $32.69 $6.22 23.50% -$0.77 541 26.47 $33.46 $6.99 26.41% $33.85 $7.38 27.86% $0.39 551 26.47 $33.46 $6.99 26.41% $33.85 $7.38 27.86% $0.39 60 -75' 601 27.98 $32.83 $4.85 17.33% $32.83 $4.85 17.32% $0.00 * Includes average + PIT correction Chris W. Street ORANGE COUNTY TREASURER -TAX COLLECTOR a 625 N. Boa St, Bldg. 11, Room G58 • Santa Ana, CA 92701 s �` ?_: S• Office Hours: 8:00 am -4:45 pm Monday- Friday o Phow floum::99:00 am 4:45 pm 17141834-j34411111 2090_19 UNSECURED PROPEUBB B TAX BOLL For Fiscal Year Beginning July 1. 2010 and Ending June 30, 2011 - ... #BWNLSZK "" """'AUTO "5 -DIGIT 92612 90554 9862 0099# Ilrirlrll, Irlllrrl1111, 1, 1111111r1rlllirlllllrll ,rlrllirllllll Mason, Robert This bill is based on the ownership of this property on January 1 PAGE TAX COLOTOR REFER - .ENE O r-+ —. CSTQjEWENpB�Q�; _ _ - -� CURRENT 0HARGES / ADJUS714ENT5: NEW BILLINGS: TOTAL CURRENT CHARGES /ADJUSTMENTS: TOTAL AMOUNT NOW DUE: 6-00'AM:;<46Rkie $340.56 5340.5 FOR INFORMATION ON TAX RATE AND AMOUNT CONTACR AUDITOR- CONTROLLER (714) R 2,u5 10:00 A.M. - 4:00 P.M. MONDAY - FRIDAY em81F. Pmpertytax0yc,ocgavcom Webyne: W ;j,ecas,.m 07(29/2010 TAX YEAR :2010 - -' A55E55MENi # 095249: '.. LAND 18;680 '07 =001 Al 1.03830 S1T15 y T 0 0AL60A`YACHT dA52N},NEWPOTT.BEACH IMPRVNiTS NET c 13,120 32;800 .2010 ASSR ACCT #: 09504793 STATEMEHP�# DO1,. w _ _ -' 340.56 DNA TYPE 8031 .. - GRl " "PO SESSORY '_RLTEREST- (READ PRO ),_ .- - - - PARCEL # 050 -210 O2 00 MESSAGES POSSESSORY INTEREST. °' IMPORTANT AMOUNT INCREASES 'ro 449.61 AFTER'8 /31/2010 - TOTAAL FOR ASSESSMENT 340.56 - TOTAL-14U, BIL LINGS 5340.56 s s y TIHERE IS A $26 FEE FOR EACH CHECK RETURNED UNPAID BY YOUR BANK FOR ANY REASON -__ RETAIN TOP PORTION FOR YOUR RECORDS