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U.S. HIGHBUSH BLUEBERRY COUNCIL MEETING MINUTES
FRIDAY, MARCH 8, 2019 Chairman Chris Barnhill called the meeting of the U.S. Highbush Blueberry Council (USHBC) to order at 10:00am on Friday, March 8, 2019. Chairman Barnhill called on USHBC Secretary George Fritz, Jr., to take roll call. The following USHBC members, as well as USDA representatives Andrea Ricci and Heather Pichelman, USHBC staff members Mark Villata, Mary Nezbeth, Julie Fogarty, Rick Ruckman, and Vicki De Bruin attended the meeting held at The Westin San Diego Gaslamp Quarter in San Diego, California: William Steed (California) Ryan Atwood (Region 4)
Brittany Lee (Florida) Guy Cotton (Handler) John Bennett (Georgia) John Johnston (Importer #1) George Fritz, Jr. (Michigan) Brian Bocock (Importer #2) Chris Barnhill (North Carolina) Janice Honigberg (Importer #3) Doug Krahmer (Oregon) Bo Slack (Importer #4) Rob Dhaliwal (Washington) Jorge Andres Varela (Exporter #1) Verne Gingerich (Region 1) Ray Biln (Exporter #2) Shelly Ann Hartmann (Region 2) Amy Howell (Public Member) Dave Arena (Region 3)
Following roll call, Chairman Barnhill called on Industry Relations Committee Chairman, Bo Slack, to introduce Blueberry Leadership Program Participants: Rachel Giddens (North Carolina), Jesse Barajas (Michigan) and returning participant, Chelsea Consalo (New Jersey). Participants attended committee meetings and received media trainings. Slack thanked them for their participation. Slack continued with agenda item two, seating of USHBC Chairman and Officers for 2019. The Industry Relations Committee recommended the following for the 2019 Chairman and Officers: Chairman – Chris Barnhill Vice Chairman – Shelly Ann Hartmann Treasurer – Brittany Lee Secretary – George Fritz, Jr. Member At Large – William Steed Past Chairman – Art Galletta Chairman Barnhill entertained the motion by Slack to approve the 2019 seating. The motion was seconded by Doug Krahmer and the motion carried. Agenda item three was consideration of any additions to the current meeting agenda. Hearing none, the fourth agenda item was approval of minutes from the last Council meeting held on October 5, 2018. Minutes had been emailed to members and alternates following the October 2018 meeting. Brittany Lee moved, with a second from Bill Steed, to approve the minutes as written. The motion carried. For agenda item five, Chairman Barnhill called upon USDA representative Andrea Ricci and USDA Director of the Promotion and Economics Division, Heather Pichelman to give updates from USDA Agricultural Marketing Service
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(AMS). Pichelman reported that her team oversees seventeen programs. With former AMS representative Maureen Pello’s recent departure, Pichelman introduced the Council to their new AMS representative, Andrea Ricci. Ricci noted that she’s very excited to be on board. For the AMS update, Ricci informed the Council that there is a new member orientation for the new members and alternates that were just seated. New members can participate in the orientation, either through a webinar, or attend a presentation that will be given at the Fall meeting in October. Barnhill thanked Ricci and welcomed her aboard. The meeting continued with agenda item six, update on 2019 election progress for State, Handler, Exporter and Importer Member and Alternate positions for 2020. Chairman Barnhill called on Julie Fogarty for the report. Fogarty noted that state elections are currently in progress and nomination packages will be mailed to growers March 11, 2019. Ballots will be mailed to growers June 10, 2019 with a 5-week period to respond. Once the submissions have been made by state commissions and ballots have been collected and tallied, the package will be submitted to USDA for approval. It is anticipated candidates will be assigned to positions September 2019. The Industry Relations Committee confirmed nominees for the Importer #2,3,4, Exporter #2 and Handler seats to recommend to USHBC Council for seating January 1, 2020 (See Exhibit #1). Barnhill entertained a motion to approve the Industry Relations Committee’s recommended seating of Importer #2,3,4, Exporter #2 and Handler nominees. Brittany Lee motioned to approve the recommendations with a second by Doug Krahmer. The motion carried. The meeting continued with agenda item seven, committee reports and recommendations. Chairman Barnhill called on Bo Slack to give the Industry Relations Committee report. Slack noted that the Industry Relations Committee received a report from Vicki De Bruin on Grower Outreach Programs which include social media, e-newsletters, and the new website and boasts a 10-15% increase in engagement. De Bruin has given presentations to commissions and state agencies, providing them with a playbook they can use to make their own presentations to their growers. This playbook emphasizes the value of USHBC and shows the investment the Council makes into grower’s futures. Plans going forward are to continue these efforts with several meetings planned through 2019. Slack reported that the crisis alert system is functioning well with a growing list. The Committee will continue use of the current system. Slack reported the Committee established new meeting locations for the 2021 meetings: Tampa, Florida for Spring and Indianapolis, Indiana for Fall. The Committee added an amendment to the Blueberry Leadership Program noting that “… Returning participant(s) must complete the follow-up meeting within approximately 12 months from initial meeting attendance” (See Exhibit #2). Slack reported that, with the 2021 Referendum approaching, the Council will start an outreach to growers, providing them with the “Big Wins” brochure and more information on what the Council is doing for them. Following up from the last meeting, Slack gave an update on estimated cost of production calculations on processed blueberries. It was determined it is an average of approximately $0.93 per pound to produce frozen blueberries. The purpose of determining this number is that when submitting proposals for the Bonus Buy Program (submitted by NABC), USDA requires background information on what the general blended price is as a point of reference. Slack reported the Industry Relations Committee reviewed budget allocations, with a few changes to line items: (all of which were made by re-allocating funds from Unallocated) adding $4,000 to the e-newsletter/e-blast category,
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$6,000 to the USHBC Administrative Database, and creating a new category, Grower Incentives and Printing for $30,000. With these changes, Slack reported the Industry Relations Committee 2019 recommended budget of $269,000 with allocations as follows: USHBC e-Newsletter/e-blast & social media $ 29,000 USHBC Annual Report $ 15,000 USHBC Trade & Industry Publicity $ 35,000 USHBC Administrative Database $ 18,000 Election Material Preparation & Distribution $ 15,000 Association Memberships $ 20,000 Industry Outreach & Playbook $ 60,000 Blueberry Member Recruitment (Leadership Program) $ 25,000 USHBC Website Maintenance & Enhancements $ 12,000 Grower Incentives, Printing & Shipping $ 30,000 Unallocated Industry Relations Expense $ 10,000 Total: $269,000 Chairman Barnhill entertained a motion to accept the Industry Relations report and recommendations as presented. Bill Steed moved for acceptance of the Industry Relations Committee report with a second from Brittany Lee. The motion carried. Next, Chairman Barnhill called on Pat Goin to give the Good Practices Committee report. Goin reported the Good Practices Committee meeting opened with an update from Norm Hartman on the Issue Management program. Hartman reported that he continues to conduct media trainings and work with the industry on preparedness. Goin then reported Dr. Juan Silva led a discussion on Food Safety Readiness for growers. Silva discussed regulatory inspections and provided a list of websites that would be useful for FSMA updates. Goin reported that Rod Cook discussed the International Symposium on Precision Management of Orchards and Vineyards that will be held in Palermo, Italy October 7-11, 2019. Once the agenda has been reviewed, they would determine if an USHBC representative should attend. Cook then led discussion on the University of Georgia Food Safety Research Proposal. This proposal was based on the previous SCRI project that took place over a four-year period. The goal of this project would be to develop protocols for cleaning packing lines and cleaning harvesters, specifically looking at build-up that can cause issues. The proposal is for $128,456 ($61,679 for year one, and $66,777 for year two) over the next two years. The Committee will spend more time reviewing the report before deciding on funding the study. Goin reported the Committee also reviewed Block Chain traceability and decided use of such systems seemed like an individual choice and the committee would not become involved at this time. Goin concluded her report noting the Good Practices Committee reviewed and recommended its 2019 budget of $140,500. The Committee requested an additional $20,000 be added to Good Practices Unallocated, resulting in a category total of $64,500 and budget total of $160,500 (*with $3,300 coming from NABC and $157,200 from USHBC) allocated as follows:
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Alert Site Server & Maintenance $ 11,000 TMT Retainer/Crisis Plan Maintenance *$ 33,000 TMT Media Training (TMT) $ 11,500 Issue Management Reserve (TMT) $ 5,000 Printing $ 5,000
Alliance for Food and Farming $ 10,000 Blueberry Technology Subcommittee Reserve $ 15,000 ISHS Precision Management Symposium Attendance $ 5,500 Good Practices Unallocated Expense $ 64,500 Total: $160,500 Chairman Barnhill entertained a motion to accept the Good Practices Committee’s report. Brittany Lee so moved, seconded by Bo Slack. The motion carried. Chairman Barnhill then called on Blueberry Technology Subcommittee Chair Rod Cook to give his report. Cook reported the subcommittee gathered to plan for their second symposium that will be held September 29, 2020 in Boston, Massachusetts (before the Fall NABC & USHBC Meetings). The subcommittee is developing the agenda and plans on including a grower panel of farmers discussing their various equipment, a section covering field technology aids, and a sensors and sorting technology section. Continuing the discussion on optical sorting, the subcommittee plans to investigate new concepts in packing lines, bringing in a futurist to talk about Ag Technology and discuss how best we can assist moving technology forward and into the blueberry industry. They also discussed looking at a global genetics report and where genetics is going. The subcommittee began a discussion on how to enhance technology interest in the blueberry industry and discussed looking at technology incubators, and what kind of formats those would take. Chairman Barnhill then entertained a motion to approve the Blueberry Technology Subcommittee’s report. Ryan Atwood so moved with a second from Art Galletta and the motion carried. Chairman Barnhill then called on Promotion Committee Chairman Bob Carini for the Export Subcommittee and Promotion Committee report. Carini began noting that USHBC is working with Category Partners (CP), an independent firm, to conduct retail sales data analysis. Adam Brohimer, President of CP, presented a preliminary report on the Nielsen data for 2014-2018. There were suggestions from the Committee on additional analysis needed to account for seasonality and regional differences. The Council will work with CP to conduct additional analysis and a final report will be prepared and made available soon. Carini noted that Victoria De Bruin, Michelle Amoroso and Joanne Tehrani presented the Consumer, Health and Foodservice Campaigns, sharing the Big Wins (program results) for 2018 and how for 2019 the Council will continue to expand on what worked well while discontinuing activities that did perform as well as expected (see Exhibit #3). Carini noted that Dennis Crowley, President and Val Caruso, Partner of Brand Engineers, presented the consumer segmentation analysis that has been developed based on qualitative and quantitative data. This analysis is helping the Committee better segment the audience and understand the underlying behaviors that will drive incremental blueberry purchases. The Promotion Committee anticipates having a full segmentation study plan in late May/early June. Carini reported that the Committee then heard from Tom Payne of TJP Market Development as he presented a global report on his food tech work. Payne shared case studies of food tech work in various countries and presented his
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2019 programs (see Exhibit #4 and #5). Payne shared the work of his program as it relates to the strategic plan and included short and long-term vision; market assessments to guide and target markets; category-driven activities; expansion of current food tech activities; advice on new business opportunities and encouragement of new forms of blueberries to food manufacturers. Carini noted the Committee then heard from Alicia Adler (AMA Grant Management) who discussed retail promotion successes in the Consumer Export Program and shared that the anticipated FAS funding for next year is estimated to reach $1.3 million (see the Consumer Export Program’s proposed 2019 budget in Exhibit #6). Ken Yang, President of Korea Business Services, Inc, who is the Council’s in-country South Korean representative, presented an update on the Consumer Promotion Program in South Korea. NABC legislative advocate, Dan Haley, discussed market access issues in the Council’s export countries, including China. Bryan Ostlund spoke about preparing the industry for market access requirements to Vietnam, and shared tips and advice based on Oregon’s shipping protocol to South Korea. Ostlund recommended coordinating with Judy Macias to organize an industry website to disseminate registration and protocol information. The Finance Committee allocated the Promotion Committee an additional $204,574. Chairman Carini requested the funds remain in Unallocated Marketing Expense to finance potential site-visits from export countries. Carini also explained the Committee transferred $62,000 from Unallocated into UES Export Program Administration. Carini completed his report with a review of the 2019 Market Promotion Budget for a total of $6,485,067 allocated as follows: Domestic Consumer & Foodservice Publicity $3,300,000 Domestic Food Manufacturer Publicity $ 650,000 Export Food Manufacturer Promotion (USHBC $) $ 650,000 Export Consumer Promotion (USHBC $) $ 500,000 Unallocated Export Marketing Expense (USHBC $) $ 153,000 USDA MAP Export Allocation (USDA $) $ 211,540 USDA ATP Export Program Allocation (USDA $) $ 259,953 USDA EMP Myanmar & South Africa Evaluation (USDA $) $ TBD USDA QSP Israel & Russia Sampling (USDA $) $ TBD USDA UES Export Program Administration (USDA $) $ 146,000 USDA Pest Analysis for Fresh Market Access (USDA $) $ 40,000 Korea MRL Review Year 3 $ 20,000 TASC Insect Trade Barrier Project Yr 3 (USDA $) $ TBD Blueberry Pet Food Pomace Project $ 25,000 Omnibus Surveys $ 40,000 Piers Shipment Data $ 10,000 IRI Retail Tracking Data $ 13,000 Consumer Segmentation Study $ 160,000 Market Research 2019 U&A Study $ 100,000 Unallocated Marketing Expenses $ 206,574 Total: $ 6,485,067
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Chairman Barnhill entertained a motion to accept the Promotion Committee and Export Promotion Subcommittee report and recommendations as presented. Doug Krahmer moved to accept the Promotion Committee and Export Promotion Subcommittee report, seconded by Bill Steed. The motion carried. Chairman Barnhill called on Dave Brazelton to give the Health Research Committee Report. Brazelton reported the Health Research Committee began their meeting with review of current media coverage noting several articles in consumer magazines such as Men’s Journal, Reader’s Digest, and MSN First (for women). Brazelton also reported the CIRCLE study is expected to be published soon. In preparation for this, there was a media event at the Padilla office with a select group of health professional influencers, attended by USHBC staff Vicki De Bruin and Leslie Wada, where Dr. Aedin Cassidy presented her study. Brazelton then reported that as an alternative to a health claim, the Committee applied for, and was awarded, the AHA Heart Check-Mark. The Committee reviewed five of the studies from 2018 that recently started, four additional studies that are in progress, and seven completed studies in 2018, several of which are waiting for manuscripts and possible publication (see full list in Exhibit #7). The Committee has compiled a review paper on blueberries and health which should also be coming out this year in the journal Advances in Nutrition. Among the completed projects include studies on effects of blueberry consumption on cardio-metabolic parameters in patients with Type 2 diabetes, joint flexibility in osteoarthritis, exercise physiology, and traumatic brain injury. Brazelton noted the Committee continues to promote blueberries in studies that are not funded by USHBC and supported in other ways. These studies include the POINTER Study, funded by the Alzheimer Association, that has just started. The Committee has provided rebate coupons for participants to purchase blueberries. The Committee continues to provide frozen blueberries to Rush & Harvard for the MIND Study as well. The Committee will be having an offsite meeting to review nine proposals for 2019 funding in April in South Carolina. Brazelton reported the Committee is a sponsor for the Berry Health Benefits Symposium 2019 which will be held May 7, 2019 in Portland, Oregon. Brazelton noted the Health Research Committee recommends the 2019 budget of $1,583,500 with allocations as follows: Research Unallocated Expense (RFP) $1,175,000 Research Screeners & Advisory Committee $ 35,000 Blueberry Research Bank $ 55,000 MIND Study Blueberries $ 64,500 POINTER Study Rebate Program $ 15,000 American Heart Association Check-Mark $ 3,500 Blueberry Researcher Travel $ 20,000 Research Administration $ 150,000 Sponsorships $ 4,000 Blueberry Researcher Meeting $ 36,500 Unallocated Reserve $ 25,000
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Total: $1,583,500
Chairman Barnhill entertained a motion to accept the Health Research Committee’s report. Bill Steed motioned, with a second from Doug Krahmer, to accept the Health Research Committee’s report. The motion carried.
Chairman Barnhill called on Mark Hurst to give his report for the USHBC Finance Committee and USHBC 2018 Audit Report. Hurst stated the Finance Committee meeting, held on March 6, opened with a review of the 2018 audit (see audit summary in Exhibit #8) conducted by Propp, Christensen and Caniglia. The audit this year was larger than in the past, as extra audit procedures were required now with MAP funding for export efforts increasing above the $750,000 threshold. The Committee then reviewed the current cash position and expenditures to date, assessment collections on the 2018 crop, and projected collections on the 2019 crop (See Exhibits #9-15). Based on this review they project a total of $10,841,574 in USHBC funds available for the 2019 year (See Final Approved 2019 Budget in Exhibit #16), which includes a projected $4.2 million (based on the previous year’s collections, it was recommended that the initial projection of $3.7 million be increased to $4.2 million) in calendar year 2019 import funds. Based on the total the Finance Committee recommends the USHBC 2019 budget of $10,841,574 allocated as follows:
Market Promotion/Publicity $6,485,067 Health Research $1,583,500 Industry Relations $ 269,000 Good Practices *$ 157,200 USHBC Program Fees $ 230,000 General Expenses $ 216,625 Administration $ 970,267 Travel & Meeting Expenses $ 362,450 Uncommitted Expenses $ 567,465
Total: $10,841,574
*$3,300 from NABC
Hurst reported that for the internal audit, USHBC representative will be John Johnston and NABC representative will be Mark Hurst. Brittany Lee will attend to assist. This internal audit will be held at the Folsom office on May 21, 2019.
Doug Krahmer motioned to approve the Finance Committee’s report, seconded by Bo Slack. The motion carried. Chairman Barnhill then entertained a motion to finalize and approve the 2019 budget as presented. Brittany Lee so moved with a second from Doug Krahmer and the motion carried.
During agenda item nine, questions and comments from the floor, Dave Brazelton suggested putting together information to use to introduce our business to those who are not familiar with the blueberry industry. Brazelton suggested this sheet would provide information such as the economic value of blueberries, the size of the industry, the number of states that are producers, number of people that the industry employs and the overall best estimate of blueberry value, etc. It was asked that the Industry Relations Committee discuss and consider this project.
Chairman Barnhill closed the meeting noting that the next USHBC meeting will be the Fall meeting, beginning with a farm tour on October 1, and meetings from October 2-4, 2019, at the Courtyard Marriott in Richland, Washington.
Brian Bocock thanked Mark Villata for all that he has done for the industry and organization. Villata thanked everyone for a great 25 years.
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The Chairman recognized Rod Cook who requested the Board and Executive Committee consider implementing a succession protocol for all committees.
There being no further business, Chairman Barnhill adjourned the meeting at 11:30am.
The Industry Relations Committee approved the following list of nominees to recommend to USHBC Council for January 1, 2020 seating
Importer #2 Member Lorenzo Venezian – Berry Fresh (California) Alternate Brian Caster – Driscoll’s (California) (completing first term as alt for Imp. #2)
Backup Candidates: Jason Smith – Fraser Berry Farms (British Columbia) (also serving on USHBC Good Practices Committee) Derek Eisele – Scenic Fruit Company (Oregon)
Importer #3 Member Janice Honigberg – Sun Belle (Illinois) (currently serving first term as alt for Imp. #3) Alternate Andrew Maiman – Camposol (Florida/Peru)
Backup Candidates: Kim Roland Martinez – Driscoll’s (Washington) Val Shepler – Milne (Washington)
Importer #4 Member Bo Slack – Driscoll’s (Washington) Alternate Tom Bodtke - Cornerstone Ag (Michigan)
Backup Candidates: Guy Cotton – OG Packing (California) (currently serving 1st term for handler) Mario Flores – Naturipe (California)
Exporter #2 (Canada)Member Ray Biln – Silver Valley Farms (British Columbia) (currently serving 1st term as mem for
Exp #2) Alternate Jesse Brar – South Alder Farms (British Columbia)
Backup Candidates: Steve Phillips – Berryhill Foods, Inc. (British Columbia) Joe Gill – Fraser Valley Packers (British Columbia)
HandlerMember Risa Bakker – Penner Ag (California) (currently serving 1st term as Handler alt) Alternate Jeff Malensky – Oregon Berry Packing, Inc. (Oregon)
Backup Candidates: Rex Shultz – True Blue Farms (Michigan) Marvin Quebec – Five Crowns Marketing (California)
Exhibit #1
BLUEBERRY LEADERSHIP PROGRAM
Revised February 2019
The following procedure will be used by the U.S. Highbush Blueberry Council (USHBC) in an outreach effort to generate awareness of, and to educate industry members on, the functions and activities of the USHBC. Through the Blueberry Leadership Program industry members are invited to attend and observe USHBC and North American Blueberry Council (NABC) meetings and gain a better appreciation of these programs, which will hopefully lead to their consideration of future participation.
This educational program is intended to bring new individuals from throughout the industry (both domestic and foreign) into the Council and is funded by both the USHBC and NABC, (Leadership participants are reimbursed for meeting travel expenses and tours of blueberry fields).
USHBC and NABC Members are asked to propose new growers and marketers for a possible invitation to a USHBC Meeting as one of up to four new Leadership participants per meeting. The Leadership Program will prioritize the sponsoring of a diverse base including our next generation of blueberry growers and marketers with the goal of promoting their future industry participation.
Each year up to four Leadership participants will be invited to any one USHBC meeting. Priority will be given to up to three Leadership participants from the region where the “grower location” meeting is being held (Eastern Region, Southern Region, Midwestern Region or Western Region) with one other Leadership participants considered from any other region (within or outside of the U.S.). The USHBC Industry Relations Committee will solicit the help of USHBC, NABC and industry members from the specific region to identify possible Leadership participants nominees from their regions. If a Leadership participant from the prior meeting sends a written request and is approved by both USHBC and NABC Executive Committees, they may return for one follow-up meeting funded by the USHBC and NABC. Returning participant(s) must complete the follow-up meeting within 12 months from initial meeting attendance.
In the case of a “grower location” meeting, if a total of up to three regional Leadership participants cannot be identified from that specific region, the Industry Relations Committee will consider Leadership participants from outside of the region for a possible Leadership participants invitation for any vacant spot (Example: A USHBC meeting in Portland, Oregon could include up to three Leadership participants from the Western Region and one from outside the region. If only two Leadership participants from the Western Region are identified, up to two additional Leadership participants from outside the Western Region could also be considered. No more than four new Leadership participants will be invited to any one meeting.)
• The invitee must not be a former Leadership participant (with the exception of aLeadership participant approved for a “follow-up” meeting) or previous USHBCmember, alternate or committee member.
• The USHBC Industry Relations Committee will actively solicit nominations fromUSHBC Members, the NABC, Blueberry Commissions, Councils and Associationsas well as blueberry marketers. Leadership participants Candidate nominees aresubmitted for approval to the Industry Relations Committee which then presentstheir final list of nominees to the NABC and USHBC Executive Committee for final approval. Those nominating a Leadership participant must provide the potentialinvitee’s name, occupation and a brief explanation of why he/she should be invitedas a Leadership participant.
Exhibit #2
• Blueberry Commissions and Associations will review potential nominees fromtheir regions prior to Industry Relations Committee recommendation to theUSHBC and NABC Executive Committees.
• As the North American Blueberry Council (NABC) will also be subsidizing costsfor attendees, final Leadership Participant Nominations must be submitted by theUSHBC Industry Relations Committee to the USHBC & NABC ExecutiveCommittee at least 60 days prior to the meeting.
• The Executive Committee members of both the USHBC and NABC will accept orreject proposed Leadership Participant Nominees within 15 days from receipt ofthe proposal.
• If the invitee is accepted, his or her expenses will be reimbursed by the USHBC orthe NABC in the same fashion as USHBC Members, Alternates or CommitteeMembers attending USHBC Meetings. The Leadership participants must providea Bio to the USHBC Industry Relations Committee Chairman for submission to theUSHBC membership 30 days prior to the meeting.
• The USHBC Industry Relations Committee, along with the USHBC & NABCExecutive Committee Members, will introduce these Blueberry Leadershipparticipants guests during the meetings as well as serve as hosts and mentors.
• Prior to the meeting the Leadership participants will receive a handout detailingthe duties of each USHBC Committee and a copy of the minutes from the lastmeeting of each USHBC Committee and the Council. Each Leadershipparticipants will be requested to attend each NABC and USHBC meeting.
• Each new or returning Leadership participants will be required to attend the Crisis Media Training Program provided by TMT Worldwide in order to learn how tolessen the chances of being misquoted or being quoted out of context when havingto interact with the Media.
• Leadership participants will be invited to a breakfast and orientation at the startof the USHBC meeting attended by members of the USHBC and NABC ExecutiveCommittee and the Chair of the USHBC Industry Relations Committee.
• Following the meeting, the USHBC staff will request that the Leadershipparticipants complete a questionnaire regarding their experiences and impressionsof the program and any interest in becoming more involved in the USHBC. TheLeadership participants will also be placed on the USHBC mailing list to receivefuture program updates, meeting announcements and industry information.Industry Relations Committee members will follow up with the Leadershipparticipants periodically to keep them aware of Council activities and encouragetheir continued attendance at future meetings.
• Leadership participants will not be immediately assigned to a USHBC committeebut will be encouraged to attend future USHBC and NABC meetings and to getinvolved with their local blueberry organizations. Over time, as their interest andfamiliarity with the USHBC continues, they may be considered for a committeeassignment as is the case with other industry members.
Exhibit #2
USHBC APPROVED 2019 CONSUMER/FOODSERVICE COMMUNICATION AND PROMOTION PROGRAM
Updated as of March 1, 2019
CONSUMER COMMUNICATIONS & MARKETING CONSUMER MEDIA: Research & Program Implication Refinement ($5,000) "Positively Bluetiful” Digital Advertising Campaign Buy ($712,500) “Positively Bluetiful” Digital Ad Campaign Creative ($350,000) Media Relations ($72,000) Celebrity Spokesperson ($350,000) SOCIAL MEDIA: Influencers ($80,000) Social Media Management ($175,000)
WEBSITE WEBSITE: Website Management and Maintenance ($20,323) Consumer Email Campaign ($19.465) WEBSITE PROMOTION: Google Search Advertising ($60,000)
HEALTH PROFESSIONAL OUTREACH AND PROMOTION Promotion of USHBC Health Research ($116,500) NYC Blueberry Science Media Event ($48,000) USHBC-Research Committee Liaison ($56,500) Blue Crew Health Ambassadors ($100,000) Nutrition Content Web Activities ($48,000)
FOODSERVICE PROGRAM GENERAL FOODSERVICE: Foodservice Media Bureau ($49,200) Flavor & The Menu Partnership ($55,000) Plate Partnership ($40,798) Media Partnership Content Development ($56,700) CIA Worlds of Flavor ($71,110) Plate Chef’s Table ($34,640) Deep Dive Attendee Follow-Up ($53,105) Measurement ($10,000) SCHOOL FOODSERVICE: Playbook Next Steps ($20,000) Playbook Promo Kits ($27,300) NFSN Partnership ($41,360) Playbook Dedicated E-Blast ($8,800) Advertising Campaign ($25,800)
PROGRAM MANAGEMENT AND REPORTING Reporting and Measurement ($115,800) USHBC Meeting Prep, Attendance and Presentations ($89,860) Program Development ($128,500) Account Management ($108,500)
$1,744,500
$99,788
$369,000
$493,813
$442,660
2019 PROPOSED BUDGET TOTAL $3,149,761
Exhibit #3
APPROVED 2019 USHBC DOMESTIC FOOD MANUFACTURER PUBLICITY PROGRAM
March 1, 2019
BLUEBERRY TECH ASSISTANCE $36,000 • Interface with manufacturers to answer their technical and usage questions.• Linked In and Skype access. Email address collection.• Announce prospective users to those on USHBC Supplier List
MARKET INTELLIGENCE INFORMATION $30,000 • New product reports from Mintel Global New Products Database
USHBC FOOD TECH WEB SITE $45,000 • Maintenance, update, expansion of real blueberries website
ONLINE HEALTH DATABASE $27,000 • Continued update to USHBC searchable health research study database ($12,000)• Blog/Newsletter ($15,000)
TRADE PUBLICITY $65,000 • Stories on the value and consumer appeal of blueberries in print and on-line food
technology, dairy, confectionary and snack trade publications and blogs ($65,000)• Food Tech Blog- ongoing posts on food tech issues and comments ($15,000)• Quarterly E-Newsletter to Food Industry ($30,000)
TRADE ADVERTISING $65,000 • USHBC print and on-line ads in key trade magazines.
TRADE ADVERTORIAL $48,000 • Real Blueberry themed full page placement in Food Technology Magazine and
other publications.
TRADE SHOWS and MEETINGS $298,000 • Institute of Food Technologists (IFT) Regional Meetings at five locations ($40,000)• IFT National Exposition ($35,000)• American Frozen Food Institute ($10,000)• Baker Expo ($35,000)• International Dairy, Deli and Baking Exposition ($40,000)• Candy Technologists Conference ($25,000)• American Association of Cereal Chemists ($29,000)• Mexico Food Tech Congress ($27,000)• Americas Food and Beverage Show- Caribbean/Latin America ($27,000)• Pet food manufacturer meetings at Global Pet Foods Expo ($10,000)• American Commodity Distribution Association Meeting ($20,000)
ADMINISTRATION $36,000 • Out of pocket expenses plus staff time, meetings, reports, presentations, etc.
PROPOSED 2019 BUDGET TOTAL $650,000
Exhibit #4
2019 APPROVED USHBC FOOD MANUFACTURER
EXPORT MARKET PROMOTION PROGRAM BUDGET ALLOCATIONS
March 1, 2019
COUNTRY TOTAL
JAPAN FOODEX Expo Trade Show
GRAND TOTAL – JAPAN $30,000
CHINA/HONG KONG In-Country Technical Assistance (North and South China); Food Ingredients China, Bakery China Exposition
GRAND TOTAL – CHINA/HONG KONG $85,000
SOUTH KOREA Korea Food Tech Ambassador; Seoul Food Exposition
GRAND TOTAL – SOUTH KOREA $75,000
INDIA In-Country Technical Representative; Food Industry Trade Show
GRAND TOTAL – INDIA $60,000
MIDDLE EAST (United Arab Emirates, Saudi Arabia, Qatar, Kuwait) Gulfood Regional Exposition- Dubai
GRAND TOTAL – MIDDLE EAST $40,000
TAIWAN In-Country Representative; Taipei International Food Exposition
GRAND TOTAL – TAIWAN $60,000
SOUTHEAST ASIA (Singapore, Indonesia, Malaysia, Philippines, Thailand,Vietnam) Regional Food Tech Ambassador; Food Ingredients Asia Show; Food & Hotel Trade Show- Vietnam
GRAND TOTAL – SOUTHEAST ASIA $95,000
EUROPEAN UNION Anuga Exposition
GRAND TOTAL – EUROPEAN UNION $40,000
LATIN AMERICA Food Ingredients South America Exposition; In Region Technical Assistance
GRAND TOTAL – LATIN AMERICA $75,000
AUSTRALIA/NEW ZEALAND Fine Foods Australia Expo
GRAND TOTAL – AUSTRALIA/NEW ZEALAND $30,000
Exhibit #5
MARKET ACCESS Continuing Work with USDA APHIS to Develop Documentation for Fresh Market Access to Restricted Markets
GRAND TOTAL – MARKET ACCESS $30,000
ADMINISTRATION
GRAND TOTAL – ADMINISTRATION $30,000
2019 APPROVED USHBC FOOD MANUFACTURER EXPORT FUNDINGGRAND TOTAL (USHBC Funds)
$650,000
Exhibit #5
2018 and PROPOSED 2019 EXPORT CONSUMER PROMOTION PROGRAM
BUDGET ALLOCATIONS March 7, 2019
(USDA$ and USHBC $)
2018 MAP $ USHBC $ TOTAL
JAPAN Trade Relations and Retail Sales Support; In-Store Promotions; Foodservice Promotion; Public Relations
$76,540 $125,000 $201,540
SOUTH KOREA Trade Relations and Retail Sales Support; Importer and Retailer Trade Mission to U.S.; ln-store Promotions; Public Relations
$55,000 $130,000 $185,000
TAIWANTrade Relations and Retail Sales Support $15,000 $80,000 $95,000
SOUTHEAST ASIA (Malaysia, Singapore, Thailand, Indonesia)
Trade Relations and Retail Sales Support; In-Store Promotions $50,000 $130,000 $180,000
ADDITIONAL PROGRAM ACTIVITIESExport Market Research; Global Retail Program Contingency Fund $0 $85,000 $85,000
2018 BUDGET TOTAL $196,540 $550,000 $746,540
2019 Proposed MAP $ ATP $ USHBC $* TOTAL
JAPAN Trade Relations and Retail Sales Support; In-Store Promotions; Foodservice Promotion; PR
$80,000 $80,000 $165,000 $325,000
SOUTH KOREA Trade Relations and Retail Sales Support; Importer and Retailer Trade Mission to U.S.; ln-store Promotions; Public Relations
$40,000 $50,000 $155,000 $245,000
TAIWANTrade Relations and Retail Sales Support
$0 $0 $35,000 $35,000
HONG KONG Trade Relations ;Asia Fruit Logistica Trade Show
$30,000 $0 $5,000 $35,000
SOUTHEAST ASIA (Malaysia, Singapore, Thailand, Indonesia) Trade
Relations and Retail Sales Support; In-Store Promotions $61,540 $45,000 $110,000 $216,540
PHILIPPINES AND VIETNAMTrade Relations and Retail Sales Support
$0 $84,953 $0 $84,953
ADDITIONAL PROGRAM ACTIVITIESExport Database Maintenance and Content Update
$0 $0 $30,000 $30,000
2019 PROPOSED BUDGET TOTAL $211,540 $259,953 $500,000 $971,493
17
Exhibit #6
USHBC HEALTH RESEARCH PROJECTS As of March 7, 2019
PROJECTS 2018
“Effect of Whole Blueberry Powder Consumption on Depression: A Randomized Double-Blind Placebo Controlled Study”
Francis, Joseph; Louisiana State University
“Biosignatures of Blueberry Metabolites are Associated with Neurological and Metabolic Benefits”
Kay, Colin; North Carolina State University
“Effects of Blueberry Consumption on Vascular function, physical Activity, and Cognition in Sedentary Older Adults”
Kraus, William; Duke University
“Impact of Blueberry Consumption on Intestinal Permeability, Gut Microbiota, and Gut-Derived Inflammation in Individuals with Elevated Risk of a Pro-Inflammatory Gut Milieu”
Rasmussen, Heather; University of Nebraska
“Will Blueberry Intake Enhance the Beneficial Effects of Regular Exercise for Health in Overweight Females?”
Willems, Mark; University of Chichester, UK
PROJECTS 2017
“Examine the Dose-Response Effect of Blueberries on Recently Emerging Biomarkers of Cardio-Metabolic Health and to Unravel the Impact of Differential Blueberry Metabolism on Efficacy”
Cassidy, Aedin; University of East Anglia
“Blueberry Consumption for Improving Vascular Endothelial Dysfunction in Postmenopausal Women with Elevated Blood Pressure”
Johnson, Sarah; Colorado State University
“Effect of a Blueberry Enriched Diet on Skeletal Muscle Progenitor Cells” Thalacker-Mercer, Anna; Cornell University
“Prebiotic Effects of Blueberry in Overweight/Obese Individuals; Potential Role of the Gut Microbiota in Alleviating the Metabolic Syndrome”
Vohl, Marie-Claude; Universite Laval
PROJECTS 2016
“Blueberry Supplementation and Early Intervention in Cognitive Aging” Krikorian, Robert; University of Cincinnati
Exhibit #7
“Evaluation of the Protective Effects of Blueberry and Anthocyanin Diets Against Obesity Associated Disorders and Dysbiosis in a Mice Model of Diet Induced Obesity” Marette, Andre; Universite Laval CONTINUING PROJECTS: “Examining the Effect of Blueberries on Changes in the Gut Microbiome” Cassidy, Aedin; University of East Anglia and Rimm, Eric; Harvard “Effects of Blueberry Supplementation on High Fat Diet-Induced Postprandial Inflammation and Endothelial Function in Humans”
Hwang, Daniel; USDA Agricultural Research Service UC Davis
COMPLETED PROJECTS in 2018: “Blueberries and Bugs: Exploring the Relationship of Blueberry Consumption with the Structure and Function of the Human Microbiome”
Rimm, Eric; Harvard School of public Health “Effects of Blueberry Consumption on Cardio-metabolic Parameters in Men with Type 2 Diabetes” Stote, Kim; University of New York with Veterans Administration “Beneficial Effect of Whole Blueberry Consumption on Joint Flexibility, Mobility, and Pain Symptoms Associated with Knee Osteoarthritis” Juma, Shanil; Texas Woman’s University “The Influence Acute Blueberry Supplementation on Physiological, Performance, and Recovery Responses to Exercise at Sea-level and Simulated Altitude” Brandenburg, Jason; University of the Fraser Valley “Efficacy of Dietary Blueberry Supplementation to Improve Glucose Homeostasis and Islet Morphology in Diet-induced Obese Mice” Cummings, Bethany; Cornell University “Exploring Beneficial Effects of Blueberries in Horses”
Francis, Joseph; Louisiana State University “Blueberry Treatment for Traumatic Brain Injury” Gomez-Pinilla, Fernando; University of California, Los Angeles
Research Update February 2019
Exhibit #7
INDEPENDENT AUDITOR'S REPORT
To the U.S. Highbush Blueberry Council Folsom, California
Report on the Financial Statements
We have audited the accompanying financial statements of U.S. Highbush Blueberry Council (the "Council") which comprise the statements of financial position as of December 31, 2018 and 2017, and the related statements of activities, functional expenses and cash flows for the years then ended, and the related notes to the financial statements.
Management's Responsibility for the Financial Statements
Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error.
Auditor's Responsibility
Our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement.
An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements.
We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.
Opinion
In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of U.S. Highbush Blueberry Council as of December 31, 2018 and 2017, and the changes in its net assets and its cash flows for the years then ended, in accordance with accounting principles generally accepted in the United States of America.
Exhibit #8
Other Matters
Supplementary Information
Our audits were conducted for the purpose of forming an opinion on the financial statements as a whole. The accompanying supplementary information shown on pages 14 – 24 and the accompanying schedule of expenditures of federal awards, as required by Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, is presented for purposes of additional analysis and is not a required part of the financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the financial statements. That information, except for the budget information marked "unaudited," has been subjected to the auditing procedures applied in the audit of the financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, that information is fairly stated in all material respects in relation to the financial statements as a whole. The budget information marked "unaudited" has not been subjected to the auditing procedures applied in the audit of the financial statements and, accordingly, we do not express an opinion or provide any assurance on it.
Other Reporting Required by Government Auditing Standards
In accordance with Government Auditing Standards, we have also issued our report dated February 25, 2019, on our consideration of U.S. Highbush Blueberry Council's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the U.S. Highbush Blueberry Council's internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering U.S. Highbush Blueberry Council's internal control over financial reporting and compliance.
Other Reporting Required by the United States Department of Agriculture
In connection with our audits of the years ended December 31, 2018 and 2017, nothing came to our attention, insofar as it relates to financial and accounting matters, that causes us to believe that the U.S. Highbush Blueberry Council:
Failed to comply with laws and regulations and U.S. Department of Agriculture AgriculturalMarketing Service ("USDA AMS") Guidelines for AMS Oversight of Commodity Research andPromotion Programs applicable to the Association;
Failed to comply with Section 1218.48 of the Blueberry Promotion, Research and InformationOrder, relating to the use of assessment funds for the purpose of influencing legislation orgovernmental action or policy;
Expended assessment funds for purposes other than those authorized by the CommodityPromotion, Research and Information Act of 1996 and the Blueberry Promotion, Research andInformation Order;
Expended or obligated assessment funds on any projects prior to the fiscal year in which thosefunds were authorized to be expended by the U.S. Highbush Blueberry Council's approved Budgetand Marketing Plan;
Did not adhere to the original or amended Budget and Marketing Plan for the years endedDecember 31, 2018 and 2017;
Exhibit #8
Did not obtain a written contract or agreement with any person or entity providing goods or servicesto the U.S. Highbush Blueberry Council;
Failed to comply with USDA AMS Directive 2210.2, relating to the limitations on the types ofinvestments which may be purchased by the U.S. Highbush Blueberry Council and the insuranceor collateral that must be obtained for all U.S. Highbush Blueberry Council deposits andinvestments;
Failed to comply with disclosure requirements for lease commitments;
Failed to comply with standards established relating to contracts and USDA approval letters (ifnecessary); or
Failed to comply with the by-laws of the U.S. Highbush Blueberry Council or any other policy of theU.S. Highbush Blueberry Council, specifically as they relate to all financial matters, including timeand attendance, and travel.
However, our audit was not directed primarily toward obtaining knowledge of such noncompliance.
February 25, 2019 Roseville, California
Exhibit #8
TABLE 1-A U.S. Highbush Blueberry Council
Balance Sheet Previous Year Comparison As of December 31, 2018
Dec 31, 18 Dec 31, 17 $ Change
ASSETS
Current Assets
Checking/Savings
100.00 ·EL DORADO SAVINGS BANK 136,777.37 197,276.43 -60,499.06
105.00 ·EL DORADO SAVINGS CD 459,780.46 459,229.08 551.38
110.00 · SAVINGS ACCOUNT 6,840,437.74 6,725,480.79 114,956.95
Total Checking/Savings 7,436,995.57 7,381,986.30 55,009.27
Accounts Receivable
120.00 · ACCOUNTS RECEIVABLE 695,251.14 424,475.86 270,775.28
120.10 · ACCOUNTS RECEIVABLE IMPORT 439,234.31 336,851.70 102,382.61
Total Accounts Receivable 1, 134,485.45 761,327.56 373,157.89
Other Current Assets
145.00 · PROMOTIONAL MATERIAL 45,429.84 40,561.98 4,867.86
Total Other Current Assets 45,429.84 40,561.98 4,867.86
Total Current Assets 8,616,910.86 8,183,875.84 433,035.02
Fixed Assets
130.00 · OFFICE EQUIPMENT 7,628.40 7,628.40 0.00
131.00 · ACCUMULATED DEPRECIATION -7,628.40 -7,628.40 0.00
Total Fixed Assets 0.00 0.00 0.00
Other Assets
155.00 · PREPAID EXPENSE 115,025.00 129,745.00 -14,720.00
Total Other Assets 1��.�,�-�� �,§,14�-�� -�4.,,�.��TOTAL ASSETS ll,1m ,§!UB U1U2U:! :i,u,s.n2
LIABILITIES & EQUITY
Liabilities
Current Liabilities
Accounts Payable
200.00 · ACCOUNTS PAYABLE 2,401,399.79 2,279,001.33 122,398.46
Total Accounts Payable 2,401,399.79 2,279,001.33 122,398.46
Other Current Liabilities
205.00 · DEFERRED CROP ASSESSMENT REV. 3,928,944.62 3,891,344.69 37,599.93
Total Other Current Liabilities 3,928,944.62 3,891,344.69 37,599.93
Total Current Liabilities 6,330,344.41 6,170,346.02 159,998.39
Total Liabilities 6,330,344.41 6,170,346.02 159,998.39
Equity
390.00 · RETAINED EARNINGS 2,143,274.82 1,839,904.78 303,370.04
Net Income 258,316.63 303,370.04 -45,053.41
Total Equity t4�� .�§� .4� ,.�4�.�,u� ,�1t�l�.�� TOTAL LIABILITIES & EQUITY 11,fM,bUB A,MU20.U MU1s.n2
% Change
-30.67%
0.12%
1.71%
0.75%
63.79%
30.39%
49.01%
12.0%
12.0%
5.29%
0.0%
0.0%
0.0%
-11.35%
-��-���Jo
s.n!I
5.37%
5.37%
0.97%
0.97%
2.59%
2.59%
16.49% -14.85%
1,.���o
U!%
Exhibit #9
Table 2-A U.S. Highbush Blueberry Council
Profit & Loss Budget vs. Actual January through December 2018
Jan -Dec 18 Budget $ Over Budget %of Budget
Income
400.00 · INCOME.
400.01 · DOMESTIC CROP ASSESSMENTS 3,968,437.99 4,223,205.00 -254,767.01 93.97%
400.02 · FOREIGN CROP ASSESSMENTS 4,229,333.00 3,500,000.00 729,333.00 120.84%
400.00 · INCOME - other 7.25
Total 400.00 · INCOME 8,197,778.24 7,723,205.00 474,573.24 106.15%
400.10 · INTEREST INCOME
400.11 · INTEREST INCOME CD 551.38
400.13 · INTERST INCOME SAVINGS 23,751.33
400.14 · INTEREST FOR LATE CROP PAYMENTS 6,285.21
Total 400.10 · INTEREST INCOME 30,587.92
400.20 · LATE FEE INCOME 3,507.95
400.31 · USDA MAP REIMBURSEMENT 196,540.00
400.310 · USDA EMP VIETNAM & PHILUPINES 147,200.00
400.311 · USDA QSP EAST INDIA SAMPLING 69,448.90
400.312 · USDA QSP VIETNAM 73,872.00
400.313 · USDA QSP COLOMBIA 75,000.00
400.073 · USDA TASC TRADE BARRIER REIMB 349,744.00
Total Income 9,143,679.01 7,723,205.00 1,420,474.01 118.39%
Gross Profit 9,143,679.01 7,723,205.00 1,420,474.01 118.39%
Expense
500.00 · MARKET PROMOTION AND PUBLICITY
500.10 · CONSUMER/FOOD SERVICE PUBLICITY 3,300,118.01 3,300,000.00 118.01 100.0%
500.20 · FOOD MANUFACTURER PUBLICITY 658,750.00 658,750.00 0.00 100.0%
500.25 · EXPORT FOOD MANUFACTURER PROMO 744,993.12 744,993.12 0.00 100.0%
500.30 • EXPORT MARKET PROMOTION 479,666.35 496,256.88 -16,590.53 96.66%
500.305 · UNALLOCATED MARKET PROM (USHBC$ -4,867.86
500.31 · USDA MAP ALLOCATION (USDA$) 196,540.00 196,540.00 0.00 100.0%
500.310 · USDA EMP VIETNAM & PHILLIPINES 147,200.00 147,200.00 0.00 100.0%
500.311 · USDA QSP EAST INDIA SAMPLING 69,448.90 74,101.00 -4,652.10 93.72%
500.312 · USDA QSP VIETNAM SAMPLING 73,872.00 75,000.00 -1,128.00 98.5%
500.313 · USDA QSP COLOMBIA SAMPLING 75,000.00 75,000.00 0.00 100.0%
500.34 · EXPORT COORD & UES EXPORT ADMIN 84,000.00 84,000.00 0.00 100.0%
500.07 · TASC IR4 EU MRL (Phosphonate Y2 19,118.24 40,000.00 -20,881.76 47.8%
500.071 · PEST ANALYSIS FOR FMA (USHBC$) 20,105.90 40,000.00 -19,894.10 50.27%
500.072 · KOREA MRL REVIEW YEAR 2 19,751.00 19,500.00 251.00 101.29%
500.073 · TASC INSECT TB PROJ YR 2 (USDA) 349,744.00 349,744.00 0.00 100.0%
500.074 · BLUEBERRY PET FOOD POMACE PROJ 8,000.00 8,000.00 0.00 100.0%
500.401 · FAS EMP CHINA (USDA$) -16,500.00
500.402 · FAS EMP BRAZIL (USDA$) -31,365.00
500.65 · EXPANDED CONSUMER MKT RESEARCH 40,854.25 42,000.00 -1,145.75 97.27%
500.70 · UNALLOCATED EXP -7,500.00 0.00 -7,500.00 100.0%
500.403 · TURKEY EMP FAS {USDA$) -40,000.00
500.404 · INDONESIA EMP FAS (USDA $) -40,000.00
Total 500.00 · MARKET PROMO"tlON AND PUBLICITY 6,146,928.91 6,351,085.00 -204,156.09 96.79%
550.00 · HEAL TH RESEARCH
550.20 · RESEARCH UNALLOCATED EXPENSE 0.00 0.00 0.00 0.0%
550.30 • BLUEBERRY RESEARCH BANK 54,975.74 82,500.00 -27,524.26 66.64%
550.40 · RESEARCHER TRAVEL 16,910.94 17,000.00 -89.06 99.48%
550.60 · RESEARCH ADMINISTRATOR 99,999.63 100,000.00 -0.37 100.0%
550. 70 · SPONSORSHIPS 3,618.01 2,500.00 1,118.01 144.72%
550.71 · BLUEBERRY RESEARCHER MEETING 5,613.29 15,000.00 -9,386.71 37.42%
550.72 · UNALLOCATED RESERVE 0.00 10,901.00 -10,901.00 0.0%
550.201 • RESEARCH SCREENERS & ADVISORY 26,500.00 34,000.00 -7,500.00 77.94%
550.268 · LOUISIANA STATE UNIV (Francis4) 188,000.00 188,000.00 0.00 100.0%
550.269 · NORTH CAROLINA ST UNIV (Kay) 21,157.00 21,157.00 0.00 100.0%
550.270 · UNIV OF NEBRASKA (Rasmussen) 182,160.00 182,160.00 0.00 100.0%
550.271 · UNIV OF CHICHESTER (Willems) 81,115.00 81,115.00 0.00 100.0%
550.272 · DUKE UNIV SCHOOL OF MED (Kraus) 433,167.00 433,167.00 0.00 100.0%
550.301 · MIND STUDY BLUEBERRIES 5,000.00 5,000.00 0.00 100.0%
550.302 · BB H BEN SYMPOSIUM 16,000.00 16,000.00 0.00 100.0%
550.303 · POINTER STUDY REBATE 5,000.00 5,000.00 0.00 100.0%
550.304 • AHA HEART-CHECK MARK 3,500.00 3,500.00 0.00 100.0%
550.102 · USDA/HNRCE-Joseph-Cogntn Yr2of2 26,921.27
550.213 · HARVARD {Sesso) -21,262.50
550.261 • U. OF FRASER VALLEY-BC(Bnmdenb 0.97
Total 550.00 • HEAL TH RESEARCH 1,148,376.35 1,197,000.00 -48,623.65 95.94%
600.00 · INDUSTRY RELATIONS
600.10 · INDUSTRY RELATIONS ACTIVITIES 18,600.00 30,000.00 -11,400.00 62.0%
600.11 · BLUESBRIEF 14,283.66 22,500.00 -8,216.34 63.48%
600.12 · USHBC ANNUAL REPORT 9,785.26 15,000.00 -5,214.74 65.24%
600.22 · GROWER ENGAGEMENT 41,967.50 42,000.00 -32.50 99.92%
600.26 · ASSOCIATION MEMBERSHIPS 15,403.33 18,000.00 -2,596.67 85.57%
600.27 · GROWER OUTREACH/TOOLBOX 33,835.31 45,000.00 -11,164.69 75.19%
600.28 · BLUEBERRY MEMBER RECRUITMENT 3,347.56 18,000,00 -14,652.44 18.6%
600.29 • WEBSITE REFRESH 15,990.00 20,000.00 -4,010.00 79.95%
600.30 · IND RELATIONS UNALLOCATED EXP 0.00 15,000.00 -15,000.00 0.0%
Total 600.00 · INOUSTRY RELATIONS 153,212.62 225,500.00 -72,287.38 67.94%
610.00 · GOOD PRACTICES
610.02 · RELY ALERT SITE SERVER/MAINT 5,663.84 17,500.00 -11,836.16 32.37%
610.03 • TMT RETAINER/CRISIS PLAN MAINT 31,434.54 28,050.00 3,384.54 112.07%
610.031 · MEDIA TRANING (TMT) 0.00 16,500.00 -16,500.00 0.0%
610.032 · ISSUE MANAGEMENT RESERVE (TMT) 0.00 5,000.00 -5,000.00 0.0%
Exhibit #10
Table 2-A
610.04 • PRINTING & FOOD SAFETY BROCHURE
610.05 · ALLIANCE FOR FOOD AND FARMING
610.06 • NABREW SPONSORSHIP
610.07 · BLUEBERRY TECHNOLOGY SYMPOSIUM
610.071 • TECHNOLOGY SYMPOSIUM VIDEO
610.10 • GP UNALLOCATED EXPENSE
Total 610.00 • GOOD PRACTICES
650.00 · USHBC PROGRAM FEES
650.20 · USDA AMS ADMINISTRATION FEE;
650.30 · US OFFICE GENERAL COUNSEL FEE
650.50 · NABC RESOURCES & SERVICE FEE
Total 650.00 · USHBC PROGRAM FEES
700.00 · GENERAL EXPENSES
700.30 • OFFICE RENT
700.40 • OFFICE INSURANCE/TAXES
700.50 · SUBSCRIPTIONS
700.60 • PRINTING
700. 70 • OFFICE SUPPLIES
700.80 • PHONE/FAX
700.81 • COMPUTER IT SERVICE
700.90 · EQUIPMENT REPAIRS/MAINTENANCE
700.100 • EQUIPMENT RENTAL
700.110 • POSTAGE/SHIPMENT
700.120 · AUTO ALLOWANCE
700.130 · BANK CHARGES
700.140 • OFFICERS LIABILITY INSURANCE
700.145 • BONDING INSURANCE
700.150 • COMMODITY COALITION INmATIVE
700.158 • IBO DUES
700.160 • GENERAL UNALLOCATED EXP.
Total 700.00 • GENERAL EXPENSES
800.00 • ADMINISTRATION EXPENSES
800.10 • SALARIES, PR TAXES, INSU�CES
800.110 • CALIFORNIA WORKER'S COMP
800.120 • BOOKKEEPING SERVICE
800.121 · RETIREMENT PROGAM ADMIN
800.130 · LEGAUAUDIT FEES
800.134 · TRADE MONITORING
800.140 • DEPRECIATION
800.145 • EXECUTIVE DIRECTOR SEARCH
800.150 · ADMINISTRATIVE UNALLOCATED EXP
Total 800.00 · ADMINISTRATION EXPENSES
850.00 · TRAVEL AND MEETING EXPENSES
850.10 • EXECUTIVE DIRECTOR TRAVEL
850.15 · ADMINISTRATIVE STAFF TRAVEL
850.20 · OFFICER/MEMBER TRAVEL
850.30 · MEETINGS
Total 850.00 · TRAVEL AND MEETING EXPENSES
900.00 · UNCOMMITTED EXPENSES
Total Expense Netlneome
BEGINNING CASH 12/31117
SOURCE OF FUNDS
REVENUES
ACCOUNTS RECEIVABLE
ACCOUNTS PAYABLE
DEFERRED CROP ASSESSMENTS
NABC Dues dep into USHBC In error
PROMOTIONAL MATERIAL
PREPAID EXPENSE
DEPOSITS
APPL.ICA TION OF FUNDS
EXPENSES
ACCOUNTS RECEIVABLE
DEFERRED CROP ASSESSMENTS
ACCOUNTS PAYABLE
UNDEPOSITED FUNDS
PREPAID EXPENSE
PROMOTIONAL MATERIAL
ENDING CASH 12/31/18
U.S. Highbush Blueberry Council
Profit & Loss Budget vs. Actual January through December 2018
Jan-Dec 18
4,461.11
10,000.00
5,000.00
12,309.96
575.00
0.00
69,444.45
88,082.20
0.00
120,000.00
208,082.20
49,558.98
624.85
3,312.52
18,044.38
10,756.14
6,768.76
16,540.14
7,789.02
5,213.00
12,229.85
7,020.00
2,537.28
5,905.20
0.00
2,419.52
2,000.00
0.00
150,719.64
621,TT2.93
1,383.04
27,540.00
1,257.86
18,954.50
10,000.00
940.20
21,600.00
0.00
703,448.53
2,261.95
65,940.35
151,317.09
85,630.29
305,149.68
0.00
8,885,362.38 �!l.m.H
7,381,986.30
9,143,679.01
0.00
122,398.46
37,599.93
0.00
0.00
14,720.00
0.00
8,885,362.38
373,157.89
0.00
0.00
0.00
0.00
4,867.86
7,436,995.57
Buds:! $ Over Buds:! 17,000.00 -12,538.89
10,000.00 0.00
5,000.00 0.00
25,000.00 -12,690.04
10,000.00 -9,425.00
20,000.00 -20,000.00
154,050.00 -84,605.55
100,000.00 -11,917.80
1,000.00 -1,000.00
120,000.00 0.00
221,000.00 -12,917.80
51,300.00 -1,741.02
1,140.00 -515.15
4,400.00 -1,087.48
13,300.00 4,744.38
12,600.00 -1,843.86
9,600.00 -2,831.24
16,400.00 140.14
4,950.00 2,839.02
10,800.00 -5,587.00
9,900.00 2,329.85
7,020.00 0.00
1,500.00 1,037.28
4,875.00 1,030.20
2,000.00 -2,000.00
3,300.00 -860.48
2,000.00 0.00
18,750.00 -18,750.00
173,835.00 -23,115.36
641,039.00 -19,266.07
4,038.00 -2,654.96
27,540.00 0.00
1,846.00 -588.14
20,992.00 -2,037.50
10,080.00 -80.00
125.00 815.20
22,500.00 -900.00
0.00 0.00
728,160.00 -24,711.47
10,800.00 -8,538.05
40,500.00 25,440.35
153,450.00 ·2,132.91
93,500.00 -7,869.71
298,250.00 6,899.68
604,120.00 -604, 120.00
9,953,000.00 -1,067,637.62 -UD.7§!.lffl Ull,HU!
% of Bud!!:! 26.24%
100.0%
100.0%
49.24%
5.75%
0.0%
45.08%
88.08%
0.0%
100.0%
94.16%
96.61%
54.81%
75.29%
135.67%
85.37%
70.51%
100.86%
157.35%
48.27%
123.53%
100.0%
169.15%
121.13%
0.0%
73.32%
100.0%
0.0%
86.7%
97.0%
34.25%
100.0%
68.14%
90.29%
99.21%
752.16%
96.0%
0.0%
96.61%
20.94%
162.82%
98.61%
91.58%
102.31%
0.0%
89.27% -1U§I
Exhibit #10
Table 4
ALASKA
ALABAMA
ARKANSAS
ARIZONA
CALIFORNIA
COLORADO
CONNECTICUT
DELAWARE
FLORIDA
GEORGIA
ILLINOIS
DOMESTIC
INDIANA
KENTUCKY
LOUISIANA
MASSACHUSETTS
MAINE
MARYLAND
MICHIGAN
MINNESOTA
MISSOURI
MISSISSIPPI
NORTH CAROLINA
NEW HAMPSHIRE
NEW JERSEY
NEW YORK
OHIO
OKLAHOMA
OREGON
PENNSYLVANIA
RHODE ISLAND
SOUTH CAROLINA
TENNESSEE
TEXAS
VIRGINIA
VERMONT
WASHINGTON
WEST VIRGINIA
WISCONSIN
TOTAL
CANADA COLLECTED WITH DOMESTIC
TOTAL
ARGENTINA
CANADA
CHILE
CHINA
COSTA RICA
HONDURAS
MEXICO
NEW ZEALAND
NETHERLANDS
FOREIGN CROP
IMPORT TOTAL 1/1/18-12/31/18
TOTAL DOMESTIC AND FOREIGN
U.S. Highbush Blueberry Council
Assessment Collections To Fund 2018 Program
Based on 2017 Domestic Crop
Import Based on 2018 Amount Collected From
01/01/18 to 12/31/18
FINAL REPORT
Pounds Tons Amount
0 0 0
163,841 81.92 1,475
4,542 2.27 41
148,951 74.48 1,341
58,157,106 29,078.55 523,414
0 0.00 0
97,217 48.61 875
0 0.00 0
16,912,132 8,456.07 152,209
33,163,914 16,581.96 298,475
1,631,710 815.85 14,685
540,397 270.20 4,864
0 0.00 0
162,627 81.31 1,464
25,042 12.52 225
32,503 16.25 293
0 0.00 0
87,620,416 43,810.21 788,584
392,116 196.06 3,529
9,522 4.76 86
2,374,863 1,187.43 21,374
18,244,772 9,122.39 164,203
7,188 3.59 65
37,891,112 18,945.56 341,027
453,034 226.52 4,077
64,743 32.37 583
0 0.00 0
94,082,060 47,041.03 846,739
0 0.00 0
0 0.00 0
675,441 337.72 6,079
0 0.00 0
1,493,746 746.87 13,444
0 0.00 0
4,720 2.36 42
84,954,320 42,477.16 764,589
4,562 2.28 41
219,820 109.91 1,978
439,532,417 219,766 3,955,799
448,493 224.25 4,036
439,980,909.48 219,990.45 3,959,828.43532
439,980,909 219,990 3,959,828
MONEY RECEIVED BUT CAN NOT
DETERMINE COUNTRY OF ORIGIN
469,925,889 234,963 4,229,333
470,374,381 235,187 4,233,369
909,906,798 454,953 8,189,161
Exhibit #11
Table 5
U.S. HIGHBUSH BLUEBERRY COUNCIL FINAL REPORT
2017 CROP ASSESSMENTS TO FUND 2018 PROGRAM
2017 INCOME ***% PROJECTED 2017 INCOME % %
CROP $18 TON EXPECTED COLLECTION COLLECTED $18 TON OF OF CROP PRODUCTION * (.009 LB) TO BE 1000'S LBS (.009 LB) COLLECTION COLLECTED
(1000'S LBS) COLLECTED REALIZED
DOMESTIC
STATE
WESTERN REGION
CALIFORNIA 62,100 $558,900 95% $530,955 58,157 $523,414 99% 94%
OREGON 107,000 $963,000 100% $963,000 94,082 $846,739 88% 88% WASHINGTON 116,000 $1,044,000 90% $939,600 84,954 $764,589 81% 73%
OTHER 0 $0 100% $0 149 $1,341 0% 100%
SUBTOTAL 285,100 $2,565,900 95% $2,433,555 237,342 $2,136,082 88% 83%
MIDWEST REGION
ILLINOIS 1,600 $14,400 100% $14,400 1,632 $14,685 102% 102%
INDIANA 1,300 $11,700 70% $8,190 540 $4,864 59% 42% MICHIGAN 89,000 $801,000 95% $760,950 87,620 $788,584 104% 98% OTHERS-1 700 $6,300 80% $5,040 686 $6,176 123% 98%
SUBTOTAL 92,600 $833,400 95% $788,580 90,479 $814,309 103% 98%
SOUTHERN REGION
ALABAMA 200 $1,800 50% $900 164 $1,475 164% 82%
ARKANSAS 100 $900 50% $450 5 $41 9% 5%
FLORIDA 19,800 $178,200 90% $160,380 16,912 $152,209 95% 85%
GEORGIA 30,000 $270,000 95% $256,500 33,164 $298,475 116% 111%
LOUISIANA 500 $4,500 70% $3,150 163 $1,464 46% 33% MISSISSIPPI 3,000 $27,000 70% $18,900 2,375 $21,374 113% 79%
NORTH CAROLINA 24,900 $224,100 90% $201,690 18,245 $164,203 81% 73%
TEXAS 1,500 $13,500 50% $6,750 1,494 $13,444 199% 100% OTHERS-2 1,000 $9,000 80% $7,200 675 $6,079 84% 68%
SUBTOTAL 81,000 $729,000 90% $655,920 73,196 $658,763 100% 90%
NORTHEAST REGION
NEW JERSEY 40,000 $360,000 95% $342,000 37,891 $341,020 100% 95% NEW YORK 1,000 $9,000 25% $2,250 453 $4,077 181% 45% OTHERS-3 200 $1,800 50% $900 171 $1,541 171% 86%
SUBTOTAL 41,200 $370,800 93% $345,150 38,515 $346,638 104% 93%
DOMESTIC TOTAL 499,900 $4,499,100 94% $4,223,205 439,532 $3,955,792 94% 88%
YEAR 2018 IMPORTS 2018 IMPORTS TO DECEMBER 2018
IMPORTS 388,889 $3,500,000 100% $3,500,000 469,926 $4,229,333 121% 121%
GRAND TOTAL 888,789 $7,999,100 97% $7,723,205 909,458 $8,185,125 106% 102%
1 KENTUCKY, MINNESOTA, OHIO, WISCONSIN, MISSOURI
2 SOUTH CAROLINA, TENNESSEE, OKLAHOMA
3 CONNECTICUT, DELAWARE, MASSACHUSETTS, MAINE, MARYLAND, WEST VIRGINIA
PENNSYLVANIA, RHODE ISLAND, VERMONT, NEW HAMPSHIRE
NABC STATISTICAL RECORD 2017 (PUBLISHED AUGUST 2018)
REFLECTS INPART ORGANIC PRODUCTION WHICH IS CERTIFIED AS EXEMPT FROM COLLECTION
Exhibit #12
TABLE6
DOMESTIC
ALASKA
ALABAMA
ARKANSAS
ARIZONA
CALIFORNIA
COLORADO
CONNECTICUT
DELAWARE
FLORIDA
GEORGIA
ILLINOIS
INDIANA
KENTUCKY
LOUISIANA
MASSACHUSETTS
MAINE
MARYLAND
MICHIGAN
MINNESOTA
MISSOURI
MISSISSIPPI
NORTH CAROLINA
NEW HAMPSHIRE
NEW JERSEY
NEW YORK
OHIO
OKLAHOMA
OREGON
PENNSYLVANIA
RHODE ISLAND
SOUTH CAROLINA
TENNESSEE
TEXAS
VIRGINIA
VERMONT
WASHINGTON
WEST VIRGINIA
WISCONSIN
TOTAL
CANADA COLLECTED WITH DOMESTIC
TOTAL
ARGENTINA
CANADA
CHILE
CHINA
COSTA RICA
HONDURAS
MEXICO
NEW ZEALAND
NETHERLANDS
FOREIGN CROP
IMPORT TOTAL 1/1/19-1/31/19
TOTAL DOMESTIC AND FOREIGN
U.S. HIGHBUSH BLUEBERRY COUNCIL
Assessment Collections as of 1/31/19 to Fund 2019 Program
Based on 2018 Domestic Crop
Import Based on 2019 Amount Collected from 1/1/19 to 1/31/19
Pounds Tons Amount
4,750 2 43
215,957 107.98 1,944
38,550 19.28 347
0 0.00 0
68,520,925 34,260.46 616,688
0 0.00 0
45,929 22.96 413
0 0.00 0
17,530,626 8,765.31 157,776
54,432,897 27,216.45 489,896
1,077,938 538.97 9,701
493,931 246.97 4,445
0 0.00 0
286,417 143.21 2,578
18,914 9.46 170
32,550 16.28 293
0 0.00 0
64,970,668 32,485.33 584,736
13,255 6.63 119
232,702 116.35 2,094
2,361,266 1,180.63 21,251
22,285,952 11,142.98 200,574
8,101 4.05 73
33,936,531 16,968.27 305,436
322,050 161.02 2,898
92,642 46.32 834
0 0.00 0
94,329,938 47,164.97 848,969
0 0.00 0
0 0.00 0
1,245,510 622.76 11,210
0 0.00 0
2,126,800 1,063.40 19,141
0 0.00 0
0 0.00 0
77,525,619 38,762.81 697,731
8,248 4.12 74
84,291 42.15 759
442,242,953 221,121 3,980,194
467,403 233.70 4,207
442,710,356.26 221,355.18 3,984,400.21
442,710,356 221,355 3,984,400
MONEY RECEIVED BUT CAN NOT
DETERMINE COUNTRY OF ORIGIN
80,011,456 40,006 720,103
965,432, 168 482,716 720,103
1,408, 142,524 482,716 4,704,503
Exhibit #13
U.S. HIGHBUSH BLUEBERRY COUNCIL 2018 CROP ASSESSMENTS TO FUND 2019 PROGRAM (As of Jan 31, 2019)
2018 INCOME ***% PROJECTED 2018 INCOME % %CROP $18 TON EXPECTED COLLECTION COLLECTED $18 TON OF OF CROP
PRODUCTION * (.009 LB) TO BE 1000'S LBS (.009 LB) COLLECTION COLLECTED(1000'S LBS) COLLECTED REALIZED
DOMESTICSTATE
WESTERN REGION
CALIFORNIA 63,400 $570,600 95% $542,070 68,521 $616,688 114% 108%OREGON 134,000 $1,206,000 100% $1,206,000 94,330 $848,969 70% 70%
WASHINGTON 130,000 $1,170,000 90% $1,053,000 77,526 $697,731 66% 60%OTHER 0 $0 100% $0 5 $43 0% 100%
SUBTOTAL 327,400 $2,946,600 95% $2,801,070 240,381 $2,163,431 77% 73%
MIDWEST REGION
ILLINOIS 1,000 $9,000 100% $9,000 1,078 $9,701 108% 108%INDIANA 1,300 $11,700 70% $8,190 494 $4,445 54% 38%
MICHIGAN 69,500 $625,500 95% $594,225 64,971 $584,736 98% 93%OTHERS-1 500 $4,500 80% $3,600 423 $3,806 106% 85%
SUBTOTAL 72,300 $650,700 95% $615,015 66,965 $602,689 98% 93%
SOUTHERN REGION
ALABAMA 200 $1,800 50% $900 216 $1,944 216% 108%ARKANSAS 100 $900 50% $450 39 $347 77% 39%
FLORIDA 19,800 $178,200 90% $160,380 17,531 $157,776 98% 89%GEORGIA 50,000 $450,000 95% $427,500 54,433 $489,896 115% 109%
LOUISIANA 500 $4,500 70% $3,150 286 $2,578 82% 57%MISSISSIPPI 5,000 $45,000 70% $31,500 2,361 $21,251 67% 47%
NORTH CAROLINA 33,000 $297,000 90% $267,300 22,286 $200,574 75% 68%TEXAS 2,100 $18,900 50% $9,450 2,127 $19,141 203% 101%
OTHERS-2 1,200 $10,800 80% $8,640 1,246 $11,210 130% 104%
SUBTOTAL 111,900 $1,007,100 90% $909,270 100,524 $904,716 99% 90%
NORTHEAST REGION
NEW JERSEY 38,000 $342,000 95% $324,900 33,937 $305,429 94% 89%NEW YORK 1,000 $9,000 25% $2,250 322 $2,898 129% 32%OTHERS-3 500 $4,500 50% $2,250 114 $1,024 45% 23%
SUBTOTAL 39,500 $355,500 93% $329,400 34,372 $309,351 104% 87%
DOMESTIC TOTAL 551,100 $4,959,900 94% $4,654,755 442,243 $3,980,187 86% 80%
YEAR 2019 IMPORT PROJECTION 2019 IMPORTS TO JANUARY 2019
IMPORTS ** 417,328 $3,755,952 100% $3,755,952 80,011 $720,103 19% 19%
GRAND TOTAL 968,428 $8,715,852 96% $8,410,707 522,254 $4,700,290 56% 54%
1 KENTUCKY, MINNESOTA, OHIO, WISCONSIN, MISSOURI2 SOUTH CAROLINA, TENNESSEE, OKLAHOMA3 CONNECTICUT, DELAWARE, MASSACHUSETTS, MAINE, MARYLAND, WEST VIRGINIA
PENNSYLVANIA, RHODE ISLAND, VERMONT, NEW HAMPSHIRE
* NABC FINAL ESTIMATE 3/6/19** PROJECTED 2019 CALENDAR YEAR IMPORT COLLECTIONS BASED ON HISTORIC
CUSTOMS COLLECTIONS AND PROJECTED 2019 CROP SIZE; ASSESSMENT AT $18 PER TON(CANADA, CHILE, ARGENTINA, PERU, MEXICO, NEW ZEALAND)
*** REFLECTS INPART ORGANIC PRODUCTION WHICH IS CERTIFIED AS EXEMPT FROM COLLECTION
Exhibit #14
USHBC 2019 INCOME PROJECTIONS AS OF MARCH 6, 2019
CASH IN BANK 12/31/18 $7,436,995
ACCOUNTS RECEIVABLE AS OF 12/31/18 $1,134,485
PROJECTED 2019 IMPORT ASSESSMENT (2019 CALENDAR YEAR) $4,200,000
LESS ACCOUNTS PAYABLE 12/31/18 * -$2,401,399
USHBC FUNDS AVAILABLE FOR 2019 $10,370,081
PLUS USDA FAS MAP & ATP FUNDS ALLOCATED FOR 2019 $471,493
PLUS USDA EMP, QSP & TASC FUNDS TO BE ALLOCATED FOR 2019 TBD
TOTAL USHBC AND USDA FUNDS AVAILABLE FOR 2019 $10,841,574
* Includes $1,418,926.08 in Health Research Project Funds Held as Accounts Payablefrom 2015 to 2018:
$ 94,500 Cassidy #2 (UK) (2015)$ 16,574 Juma (TWU) (2015)$ 22,144 Rimm (Harvard) (2015)$ 65,797.50 Marette (U of Laval - Ca) (2016)$ 43,975.50 Krikorian (U of Cincinnati)(2016)$ 13,332.25 Thalacker-Mercer (Harvard) (2017)$ 69,014 Johnson (Colorado State) (2017)$ 62,224.50 Vohl (U of Laval - Ca) (2017)$ 199,069 Cassidy (UK) (2017)$ 55,000 Berry Health Review Article (2017)$ 8,333 LW Consulting (Research Admin) (2018)$ 3,500 AHA Heart-Check Mark (2018)$ 5,000 Pointer Study Rebate (2018)$ 40,557 Willems (U of Chichester) (2018)$ 433,167 Kraus (Duke Univ) (2018)$ 94,000 Francis (LSU) (2018)$ 10,578 Kay (NC St Univ) (2018)$ 182,160 Rasmussen (Univ of Nebraska) (2018)
Exhibit #15
Final Approved 2019 Budget
2019 2019BUDGET BUDGET
NABC USHBC TOTALExpense
500.00 · MARKET PROMOTION AND PUBLICITY500.10 · DOMESTIC CONSUMER & FOOD SERVICE PUBLICITY 0 0.00% 3,300,000 100.00% 3,300,000500.20 · DOMESTIC FOOD MANUFACTURER PUBLICITY 0 0.00% 650,000 100.00% 650,000500.25 EXPORT FOOD MANUFACTURER PROMOTION (USHBC $) 0 0.00% 650,000 100.00% 650,000500.30 · EXPORT CONSUMER PROMOTION (USHBC $) 0 0.00% 500,000 100.00% 500,000500.40 · USDA/MAP ALLOCATION (USDA $) 0 0.00% 0 100.00% 0500.50 · MAGAZINE ADVERTISING 0 0.00% 0 100.00% 0500.305 · UNALLOCATED EXPORT MARKETING EXPENSE (USHBC $) 0 0.00% 153,000 100.00% 153,000500.31 · USDA MAP EXPORT ALLOCATION (USDA $) 0 0.00% 211,540 100.00% 211,540500.312 USDA ATP EXPORT PROGRAM ALLOCATION (USDA$) 0 0.00% 259,953 100.00% 259,953500.32 · USDA EMP MYANMAR & SOUTH AFRICA EVALUATION (USDA $) 0 0.00% TBD 100.00% TBD500.33 USDA QSP ISRAEL & RUSSIA SAMPLING (USDA $ ) 0 0.00% TBD 100.00% TBD500.34 UES EXPORT PROGRAM ADMINISTRATION 0 0.00% 146,000 100.00% 146,000500.071 PEST ANALYSIS FOR FRESH MARKET ACCESS 0 0.00% 40,000 100.00% 40,000500.072 KOREA MRL REVIEW YEAR 3 0 0.00% 20,000 100.00% 20,000500.073 TASC INSECT TRADE BARRIER PROJECT YR 3 (USDA $ ) 0 0.00% TBD 100.00% TBD500.074 BLUEBERRY PET FOOD POMACE PROJECT 0 0.00% 25,000 100.00% 25,000500.71 OMNIBUS SURVEYS 0 0.00% 40,000 100.00% 40,000500.72 PIERS SHIPMENT DATA 0 0.00% 10,000 100.00% 10,000500.73 IRI RETAIL TRACKING DATA 0 0.00% 13,000 100.00% 13,000500.74 CONSUMER SEGMENATION STUDY 0 0.00% 160,000 100.00% 160,000500.75 MARKET RESEARCH 2019 U&A STUDY 0 0.00% 100,000 100.00% 100,000500.70 · UNALLOCATED MARKETING EXPENSE 0 0.00% 206,574 100.00% 206,574
Total 500.00 · MARKET PROMOTION AND PUBLICITY 0 6,485,067 6,485,067
550.00 · HEALTH RESEARCH550.102 USDA/HNRCA (COGNITION-JOSEPH YEAR 2 OF 2) 0 0.00% 0 100.00% 0550.196 PENNINGTON RESEARCH CENTER (CEFALU) 0 0.00% 0 0.00% 0550.20 · RESEARCH UNALLOCATED EXPENSE (RFP) 0 0.00% 1,175,000 100.00% 1,175,000550.201 RESEARCH SCREENERS & ADVISORY COMMITTEE 0 0.00% 35,000 100.00% 35,000550.30 · BLUEBERRY RESEARCH BANK 0 0.00% 55,000 100.00% 55,000550.301 MIND STUDY BLUEBERRIES 0 0.00% 64,500 100.00% 64,500550.303 POINTER STUDY REBATE 0 0.00% 15,000 100.00% 15,000550.304 HEART ASSOCIATION CERTIFICATION 0 0.00% 3,500 100.00% 3,500550.40 RESEARCHER TRAVEL 0 0.00% 20,000 100.00% 20,000550.60 RESEARCH ADMINISTRATION 0 0.00% 150,000 100.00% 150,000550.70 SPONSORSHIPS 0 0.00% 4,000 100.00% 4,000550.71 ·BLUEBERRY RESEARCHER MEETING 0 0.00% 36,500 100.00% 36,500550.72 ·UNALLOCATED RESERVE 0 0.00% 25,000 100.00% 25,000
Total 550.00 · HEALTH RESEARCH 0 1,583,500 1,583,500Total 550.00 · HEALTH RESEARCH 0 1,583,500 1,583,500
600.00 · INDUSTRY RELATIONS
600.11 USHBC "E" NEWSLETTER & SOCIAL MEDIA 0 0.00% 29,000 100.00% 29,000600.12 USHBC ANNUAL REPORT 0 0.00% 15,000 100.00% 15,000600.22· USHBC TRADE & INDUSTRY PUBLICITY 0 0.00% 35,000 100.00% 35,000600.23 USHBC ADMINISTRATIVE DATABASE 0 0.00% 18,000 100.00% 18,000600.24 ELECTION MATERIAL PRPARATION & DISTRIBUTION 0 0.00% 15,000 100.00% 15,000600.25 BERRY BLEND HTS CODE PROJECT 2,000 100.00% 0 0.00% 2,000600.26 ASSOCIATION MEMBERSHIPS 0 0.00% 20,000 100.00% 20,000600.27 INDUSTRY OUTREACH & PLAYBOOK 0 0.00% 60,000 100.00% 60,000600.28 BLUEBERRY MEMBER RECRUITMENT (Leadership Program) 0 0.00% 25,000 100.00% 25,000600.285 GROWER INCENTIVES, PRINTING & SHIPPING 0 0.00% 30,000 100.00% 30,000600.29 USHBC WEBSITE MAINTENANCE & ENHANCEMENTS 0 0.00% 12,000 100.00% 12,000600.30 · UNALLOCATED INDUSTRY RELATIONS EXPENSE 0 0.00% 10,000 100.00% 10,000
Total 600.00 · INDUSTRY RELATIONS 2,000 269,000 271,000
610.00 GOOD PRACTICES
610.02 · RELY ALERT SITE SERVER/MAINTENANCE & BLUESROOM 0 0.00% 11,000 100.00% 11,000610.03 · TMT RETAINER & CRISIS PLAN MAINTENANCE 3,300 10.00% 29,700 90.00% 33,000610.031 · MEDIA TRAINING (TMT) 0 0.00% 11,500 100.00% 11,500610.032 · ISSUE MANAGEMENT RESERVE (TMT) 0 0.00% 5,000 100.00% 5,000610.04 · PRINTING 0 0.00% 5,000 100.00% 5,000610.05 · ALLIANCE FOR FOOD AND FARMING 0 0.00% 10,000 100.00% 10,000610.07 · BLUEBERRY TECHNOLOGY SUBCOMMITTEE RESERVE 0 0.00% 15,000 100.00% 15,000610.071 PEST ANALYSIS FOR FRESH MARKET ACCESS 0 0.00%610.072 KOREA MRL REVIEW YEAR 2 0 0.00%
Exhibit #16
Final Approved 2019 Budget
610.073 TASC INSECT TRADE BARRIER PROJECT YR 2 (USDA $) 0 0.00%610.08 ISHS PRECISION MANAGEMENT SYMPOSIUM 0 0.00% 5,500 100.00% 5,500610.10 · GOOD PRACTICES UNALLOCATED EXPENSE 0 0.00% 64,500 100.00% 64,500
Total 610.00 · GOOD PRACTICES TOTAL 3,300 157,200 160,500
650.00 · USHBC PROGRAM FEES
650.20 · USDA AMS ADMINISTRATION FEE 0 0.00% 109,000 100.00% 109,000650.30 · US OFFICE GENERAL COUNSEL FEE 0 0.00% 1,000 100.00% 1,000650.40 · US CUSTOMS FEE 0 0.00% 0 100.00% 0650.50 NABC RESOURCES AND SERVICES FEE 0 0.00% 120,000 100.00% 120,000
Total 650.00 · USHBC PROGRAM FEES 0 230,000 230,000
700.00 · GENERAL EXPENSES
700.30 · OFFICE RENT 3,025 5.00% 57,475 95.00% 60,500700.40 · OFFICE INSURANCE & COUNTY TAXES 215 5.00% 4,085 95.00% 4,300700.50 · SUBSCRIPTIONS 1,500 15.00% 8,500 85.00% 10,000700.60 · PRINTING 1,175 5.00% 22,325 95.00% 23,500700.70 · OFFICE SUPPLIES 1,400 10.00% 12,600 90.00% 14,000700.80 · PHONE & FAX 2,100 15.00% 11,900 85.00% 14,000700.81 · COMPUTER IT SERVICE 3,225 15.00% 18,275 85.00% 21,500700.90 · EQUIPMENT & MAINTENANCE 1,000 10.00% 9,000 90.00% 10,000700.100 · EQUIPMENT RENTAL 1,200 10.00% 10,800 90.00% 12,000700.110 · POSTAGE & SHIPMENT 1,550 10.00% 13,950 90.00% 15,500700.120 · AUTO ALLOWANCE 780 10.00% 7,020 90.00% 7,800700.120 AUTO ALLOWANCE 780 10.00% 7,020 90.00% 7,800700.130 · BANK CHARGES 400 10.00% 3,600 90.00% 4,000700.140. OFFICERS LIABILITY INSURANCE 3,255 35.00% 6,045 65.00% 9,300700.145. BONDING INSURANCE 2,000 50.00% 2,000 50.00% 4,000700.150. COMMODITY COALITION INITIATIVE 0 0.00% 3,300 100.00% 3,300700.155. NCAE MEMBERSHIP 1,900 100.00% 0 0.00% 1,900700.158 IBO DUES 2,000 50.00% 2,000 50.00% 4,000700.160. GENERAL UNALLOCATED EXPENSES 1,250 5.00% 23,750 95.00% 25,000
Total 700.00 · GENERAL EXPENSES 27,975 216,625 244,600800.00 · ADMINISTRATION EXPENSES
800.10 · SALARIES, PR TAXES, INSURANCES 83,020 11.00% 652,780 89.00% 735,800800.110· CALIFORNIA WORKER'S COMP 300 10.00% 2,700 90.00% 3,000800.120 · BOOKKEEPING SERVICE 3,120 10.00% 28,080 90.00% 31,200800.121 · RETIREMENT PROGRAM ADMINISTRATION 205 10.00% 1,845 90.00% 2,050800.130 · AUDIT FEES 12,000 36.00% 23,800 64.00% 35,800800.131 LEGAL COUNSEL FEES 5,000 50.00% 5,000 50.00% 10,000800.134 · MRL TRADE MONITORING 9,100 35.00% 16,900 65.00% 26,000800.135 · LEGISLATIVE REPRESENTATION 93,600 100.00% 0 0.00% 93,600800.136 · AGRICULTURAL COALITION FOR IMMIGRATION REFORM 1,000 100.00% 0 0.00% 1,000800.140 · DEPRECIATION 1,000 50.00% 1,000 50.00% 2,000800.145 EXECUTIVE DIRECTOR SEARCH 7,000 10.00% 63,000 90.00% 70,000800.150 · ADMINISTRATIVE UNALLOCATED EXPENSE 19,463 10.00% 175,162 90.00% 194,625800.160 · FEDERAL TAXES 1,000 100.00% 0 0.00% 1,000
Total 800.00 · ADMINISTRATION EXPENSES 235,808 970,267 1,206,075850.00 · TRAVEL AND MEETING EXPENSES
850.10 · EXECUTIVE DIRECTOR TRAVEL 1,000 10.00% 9,000 90.00% 10,000850.15 . ADMINISTRATIVE STAFF TRAVEL 7,250 10.00% 65,250 90.00% 72,500850.20 · OFFICER & MEMBER TRAVEL 18,800 10.00% 169,200 90.00% 188,000850.25 UNALLOCATED TRAVEL 0 0.00% 20,000 100.00% 20,000850.30 · MEETINGS 11,000 10.00% 99,000 90.00% 110,000
Total 850.00 · TRAVEL AND MEETING EXPENSES 38,050 362,450 400,500900.00 · UNCOMMITTED EXPENSES 232,467 567,465 799,932
TOTAL 539,600 10,841,574 11,381,174
NOTE: PERCENTAGES USED WHEN COSTS CAN NOT BE IDENTIFIED AND ASSIGNED TO A SPECIFIC NABC OR USHBC ACTIVITY(Percentages Updated October 2018)
Exhibit #16