I've been a handicapper/measurer for PHRF since the start in early 80's, also the chief handicapper and also was Chief International Measurer for MORC. The way it should be & the way it is done sometimes get confused between PHRF stations or clubs and also because of the years that go by and having people with little history moving into handicapping positions. Here is what I know has been done.
A class of boat that does not have the standard PHRF
rig is usually given a ODR rating. Examples are J-22 where SPL does not =J, or U-20 where
jib is not 150% or 155% (depending on PHRF club), or Hobie 33 where the
Spinnaker halyard is above the "I". This is done rather than giving the boat a rating and then calculating
rig penalties/credits etc. My guidelines are: if a boat would qualify to race in it's national championship then it qualifies for the ODR rating.
Now here we have a boat that would not be allowed to race OD. What rating do we give it? Personally, in this situation I prefer to see a new classification assigned that has no connection to the ODR. This way the handicappers are not forced to change the ODR to change the non-ODR. The boats are treated separately and (supposedly) rated on their individual performances. Another way, as suggested, is to assign a penalty for an oversized
jib. But what if an owner goes to a 155%
jib and the the ODR has a 130%
jib? Years ago in the MORC rule we plugged in a sliding scale credit from 100% to 170%, but in PHRF we usually only move ratings 3-sec/mi, so handicappers are limited. To protect the ODR and prevent all of them from being forced to by bigger sails to compete in PHRF, make sure the penalty is enough to only be worth it a small amount of time (i.e. really light air). This may not be perfecly fair, but it keeps costs down. Good sailing, Jim