2018 Merchants Exchange Annual Report

2018

ANNUAL REPORT

MERCHANTS EXCHANGE

SERVING THE COLUMBIA RIVER MARITIME COMMUNITY SINCE 1879

Message from the Executive Director With the support and commitment of our members, Board of Directors and knowledgeable staff, the Merchants Exchange continues to serve our members and the maritime transportation industry with our mission, “To be the leading provider of information and related services to all stakeholders of the Pacific Northwest intermodal transportation system and to support related business interests for domestic and foreign commerce.”

I am pleased to present the Merchants Exchange 2018 Annual Report. This report provides us the opportunity to recognize our members, client associations, Board of Directors and the endeavors of the Merchants Exchange staff. Furthermore, the Annual Report allows us to showcase our services and Five-Year Strategic Plan Initiatives.

2018 was a year of transition and achievement at the Merchants Exchange. We underwent organizational structural changes, launched new initiatives to improve our services to our members and community, and provided excellent customer service to our members with zero service delays.

• Strategic Plan Success: we are very proud to say that our progress on our Five-Year Strategic Plan Action Initiatives continues to be successful. During 2018: we completed and implemented our Marketing/Communications Assessment & Plan, recruited and retained a Marketing & Membership Manager, underwent a complete refresh of our website and all of our Association websites, developed additional training opportunities for our staff, and grew our member engagement on multiple platforms.

• Organizational Structure Shuffle: during 2018 we managed four recruitments, including two for Senior staff positions, restructured our Marine Operations Department, and reorganized program staff for two of our Association clients—all while maintaining zero service disruptions during the multi-month transition process.

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

• Launched: Shipping 202: The Movement of Cargo – a continuation of the Maritime Education Program.

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During the year, we were also pleased to welcome several new members to the Merchants Exchange team: Aaron GarberPaul, Association & Events Coordinator; Shawn Kubitza, Marine Operations Specialist; Casey Comer, Clean Rivers General Manager; and Mary Wiley, Marketing & Membership Manager. They join the other professional staff members that keep the Exchange running smoothly.

I am very pleased with the direction the Merchants Exchange is going, and all that we have accomplished – we continue attaining our goals and objectives, all which ensure sustainability of the Merchants Exchange and our ability to continue to serve you, our members in 2019. Thank you for your ongoing support!

Liz Wainwright Executive Director Merchants Exchange

Cover design and photos are courtesy of Merchants Exchange, all rights reserved.

Table of Contents Message from the Executive Director 1 Staff Contacts 2 Heritage of Service - Celebrating 139 Years 3 Exchange Organization 4 2018 Board of Directors 5 2018 Membership 7 Progress Report 9 Marine Operations Services 11 Maritime Intelligence 12 Year-End Statistics 13 Associations 17

Staff Contacts Staff Name

Phone

E-mail

Aaron Garber-Paul________________ (503) 220-2092________________garberpaul@pdxmex.com Bekah Canfield___________________ (503) 220-2097________________canfield@pdxmex.com Carl Boelter______________________ (503) 220-2089________________boelter@pdxmex.com Casey Comer_____________________ (503) 220-2087________________comer@pdxmex.com Chann Noun_____________________ (503) 220-2041________________noun@pdxmex.com Curtis Cannizzaro _________________ (503) 220-2084________________cannizzaro@pdxmex.com

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

Ellen Wax_______________________ (503) 220-2064________________wax@pdxmex.com Holly Robinson___________________ (503) 220-2099________________robinson@pdxmex.com John Cordasco ___________________ (503) 228-4361________________cordasco@pdxmex.com Jonathan Nichol__________________ (503) 220-2094________________nichol@pdxmex.com Katrina Dahlke___________________ (503) 220-2095________________dahlke@pdxmex.com Liz Wainwright ___________________ (503) 220-2091________________wainwright@pdxmex.com Margerie (Sedam) Vis______________ (503) 220-2093________________vis@pdxmex.com Mary Wiley______________________ (503) 220-2515________________wiley@pdxmex.com Mason Sullivan___________________ (503) 220-2098________________sullivan@pdxmex.com Rindy Primeau___________________ (503) 228-4361________________primeau@pdxmex.com Robin Wright_____________________ (503) 220-2088_______________wright@pdxmex.com Samantha Steerman_______________ (503) 220-2090________________steerman@pdxmex.com Shauna Dallas____________________ (503) 228-4361________________dallas@pdxmex.com Shawn Kubitza___________________ (503) 228-4361________________kubitza@pdxmex.com Sue Blomgren____________________ (503) 220-2043________________crsa@pdxmex.com Thomas Semrau__________________ (503) 220-4361________________semrau@pdxmex.com

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Heritage of Service

In 2019, Merchants Exchange celebrates our 140th Anniversary.

We are proud of our longevity in our community and continued support of the maritime industry along the Columbia River.

In 1879, Boss Shenck’s Saloon on the Portland waterfront was an early gathering place for the maritime trade. News of ship arrivals was posted by patrons, and the establishment became the birthplace of the Merchants Exchange.

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

Since that time, the Merchants Exchange has grown and expanded in order to keep pace with the ever-changing maritime trade needs and advancing technology.

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Operating 24 hours a day, seven days a week, the Merchants Exchange is an integral part of the maritime industry, providing the Lower Columbia and Willamette Rivers’ maritime community with valuable information and services. As the leading provider of maritime vessel tracking and intellegence, cargo and vessel statistics, and communication and ansering services, we ensure our members stay in the know.

Through our Grant Management services, the Merchants Exchange provides industry members the opportunity to reduce the administrative responsibilities associated with being the steward of federal funds. The Merchants Exchange has direct experience managing Port Security Grants through FEMA and Department of Transportation grants.

We are proud to partner with our members and local organizations, providing comprehensive grant application and award process management and administration.

Today, members of the Merchants Exchange include, but are not limited to: vessel agents and operators; admiralty

attorneys; customs brokers; tug and barge companies; grain export facilities, freight forwarders; stevedores; ship repair services, and port authorities.

Additionally, Merchants Exchange provides extensive association management services. Through our association management, we have brought together a diverse group of organizations, and has promoted and enhanced the common business interest of the maritime community.

The Merchants Exchange also has a long history of involvement in the grain industry. In 1914, the Merchants Exchange established the region’s first official market for trading wheat and created the Portland Grain Exchange, which became the Merchants Exchange’s first client association. Since that time, the Merchants Exchange has worked to meet the services and needs of its members and expanded its services to support the client associations that enter into a Merchants Exchange Association Service Agreement. These client associations look to the Merchants Exchange for accounting, administrative and program management services, association history and guidance for their ongoing success. A complete list of client associations can be found on page 17.

The Merchants Exchange continues to seek opportunities to serve its members and the maritime community as needs and government regulations change.

Photo Credit: Oregon Historical Society, Angelus Studio, Portland, OR, Five Member of the Portland Harbor Patrol, Willamette River, 1925 image used with permission

Exchange Organization EXECUTIVE DIRECTOR Liz Wainwright ADMINISTRATIVE SERVICES Administrative Services Manager: Robin Wright Executive Administrator: Bekah Canfield Office Assistant: Mason Sullivan MARINE OPERATIONS SERVICES Marine Operations Services Manager: Samantha Steerman Marine Operations Lead Specialist: John Cordasco Marine Operations Specialists: Rindy Primeau, Thomas Semrau, Shauna Dallas, Shawn Kubitza

ACCOUNTING DEPARTMENT Controller: Chann Noun Accounting Specialist & Grants Admin: Katrina Dahlke MARKETING AND MEMEBERSHIP SERVICES Marketing & Membership Manager: Mary Wiley DATA & INFORMATION SERVICES Communications & Computer Systems Manager: Jonathan Nichol

ASSOCIATION MANAGEMENT CLEAN RIVERS COOPERATIVE

MARITIME COMMERCE CLUB

Casey Comer, General Manager Carl Boelter, Operations Manager Curtis Cannizzaro, Administrative Coordinator

Margerie (Sedam) Vis, Association Director Aaron Garber-Paul, Association & Events Coordinator MERCHANTS EXCHANGE SCHOLARSHIP FUND Margerie (Sedam) Vis, Association Director Aaron Garber-Paul, Association & Events Coordinator

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

COLUMBIA RIVER CUSTOM BROKERS & FORWARDERS ASSOC. Margerie (Sedam) Vis, Association Administrator

MARITIME FIRE & SAFETY ASSOCIATION COLUMBIA RIVER SHIPPERS ASSOCIATION Liz Wainwright, Independent Administrator Sue Blomgren, Account Representative Aaron Garber-Paul, Association & Events Coordinator

Liz Wainwright, Executive Director Holly Robinson, General Manager Curtis Cannizzaro, Assistant Manager PACIFIC NORTHWEST GRAIN & FEED ASSOCIATION

COLUMBIA RIVER STEAMSHIP OPERATORS ASSOCIATION

Margerie (Sedam) Vis, Association Director

Chann Noun, Association Accounting Administrator

WORKING WATERFRONT COALITION

LOWER COLUMBIA REGION HARBOR SAFETY COMMITTEE

Ellen Wax, Executive Director Aaron Garber-Paul, Association & Events Coordinator

Bekah Canfield, Association Administrator

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2018 Board of Directors PRESIDENT Ryan Statz (19) Columbia Grain Inc. VICE PRESIDENT Todd Krout (20) Port of Vancouver USA

Bart Goedhard (19) Ports America Mark Jensen (21) TEMCO Roger Hsieh (21) BNSF Railway Company

TREASURER Mike Morgan (20), Columbia Export Terminal, LLC

David Nagel (19) Cascade Marine Agencies

SECRETARY

Geoff Doerfler (21) Tidewater Transportation & Terminals

Carl Bertapelle (20) Talon Marine Services

Chris Cummins (21) General Steamship Corporation LEGAL COUNSEL

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

Tyson Calvert Lindsay Hart LLP

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Doug Lenz (ex officio) President, Clean Rivers Coooperative Columbia Pacific Bio Refinery Andrew Holbrook (ex officio) President, Maritime Fire & Safety Association Kinder Morgan Energy Partners Capt. Steve Dobbins (ex officio) Columbia River Pilots

BOARD MEMBERS ELECTED IN 2018: Tug and Barge: Geoff Doerfler, Tidewater Barge Lines Non-Member/Independent: Roger Hsieh, BNSF Railroad Agent: Chris Cummins, General Steamship Grain: Mark Jensen, TEMCO Term expires (listed in parenthesis) in February of the given year

ROLE OF THE BOARD

The principal role of a Board member is stewardship. The directors of the Merchants Exchange are ultimately responsible for the management of the affairs of the Merchants Exchange. This requires active participation. The Board must ensure that the organization is operated for a not-for-profit purpose; it may not be operated for private benefit. Proper stewardship requires that the organization’s assets be held “in trust” to be applied to its mission.

One of the most important functions of the Board of Directors is keeping the resources and efforts focused on the mission.

This requires the Board to have an adequate understanding of Merchants Exchange programs, staff and resources available to achieve the organization’s goals. As a starting point, every Board member should be familiar with the organization’s Articles of Incorporation, Bylaws, Role of the Board Policy and Administrative Authority of the Executive Director.

The Board fulfills its role of stewardship through Board of Director meetings and participation in Board Committees.

Standing Committees include: CUSTOMS OF THE PORT

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

EXECUTIVE & MANAGEMENT FINANCE & BUDGET GRAIN TECHNICAL & BUSINESS DEVELOPMENT The Board is not expected to manage the day-to-day activities of the Merchants Exchange - that is the responsibility of the Executive Director. It is the Board’s responsibility to hire the Executive Director and to oversee that person’s work to see that the organization is fulfilling its mission. The Board annually reviews and assesses the Executive Director’s performance.

A related function of the Board is to set the compensation of the Executive Director. The compensation should be reasonable for the services rendered and compare favorably to similarly situated executives.

The Board oversees the effective use of the resources of the organization. Policies should be adopted and large transactions approved to ensure that the organization’s assets are not misapplied or wasted. The Board should ensure that the assets are invested prudently, avoiding high risk investments and employing some diversification of investments.

To guide the board of directors and staff in the management of the organization, the Exchange engages in strategic planning.

At the 2016 Annual Meeting, staff reported on the completion and results of the 2010-2014 Strategic Plan, and introduced the 2015-2019 Strategic Plan cycle. Details on the 2015-2019 strategic plan can be found on page 9 of the Annual Report.

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2018 Membership ACGI Shipping Company, Inc.

Inchcape Shipping Services

Alexander Gow, Inc.

Interocean Steamship Corporation

Anchorage Launch Service

Interport PNW LLC

Blue Water Shipping, Inc.

Jones Stevedoring Company

Columbia River Steamship Operators’ Association

Kalama Export Company

Cascade General / Vigor Industrial Cascade Marine Agencies CHS Inc / Temco LLC Columbia Export Terminal Columbia Grain, Inc. Columbia Metal Works, Inc. Columbia River Bar Pilots Columbia River Launch Service, LLC Columbia River Pilots

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

Crowley Maritime Corporation

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CVT Tanker Brokers & Associates, Inc. Degesch America, Inc. Durham & Bates Agencies, Inc. EGT, LLC Executive Security Service, Inc. Foss Maritime Company Fred Devine Diving & Salvage Fujitrans USA, Inc. General Steamship Corporation, Ltd. Geo. S. Bush & Co. Great Western Malting Co. Haglund, Kelley, Horngren, Jones LLP

Kinder Morgan Bulk Terminals Kinder Morgan Energy Kirby Offshore Marine LLC K-Line America Lindsay Hart, LLP Louis Dreyfus Company McCall Oil McDonald - Pelz Commodities Mid Columbia Producers, Inc. Millennium Bulk Terminals Monarch Inspection Services National Cargo Bureau, Inc. North American Shipping Agencies, LLC Norton Lilly International Olympic Tug & Barge Oregon Dept. of Environmental Quality Overseas Merchandising Pacific International Maritime Medical Services Pacific Maritime Association Pacific Ship Supply, Inc. Port of Astoria Port of Kalama Port of Longview

Port of Portland

West Coast Marine Cleaning

Port of Vancouver USA

Western Bulk Chartering

Portland Lines Bureau

Western Overseas Corporation

Ports America

Wilhelmsen Ship Service, Inc.

Reuters Limited San Pedro Harbor Ship Supply Sause Bros. Ocean Towing Schwabe, Williamson & Wyatt

Welcome to our New Members!

Seaport Marine Surveys Shaver Transportation Company

Interport PNW LLC

Ship to Shore Water Taxi

Vanport Marine, Inc

Southport Agencies, Inc. T. Parker Host, Inc. Talon Marine Services LLC Terra Hydr Inc. Tesoro Maritime Company

Tidewater Barge Lines Toyota Tsusho America, Inc. TradeWest Brokerage Company

was presented to:

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

Tidal Transport & Trading USA LTD

The 3rd Annual Merchants Exchange Excellence Award

Mr. Rob Rich

Shaver Transportation Company at the Annual Meeting on February 28, 2018

Transmarine Navigation Corporation Trans-Tec Transversal International Corporation United States Customs Service United Grain Corporation Vanport Marine, Inc WA Department of Ecology 8

Progress Report Five-Year Strategic Planning On January 22, 2015, the Merchants Exchange held a Strategic Planning Workshop for members, Board of Directors, and staff. This workshop marked the end of a five-year strategic planning cycle, which started in February 2010, and the beginning of the next five-year cycle. The objectives of the workshop were to report on the status of the Merchants Exchange, including changes as a result of the recently completed planning cycle, report on actual action plan results and then look forward through a collaborative process amongst members, Board of Directors, and staff. Together through this process we set objectives for the new strategic planning cycle for 2015-2019 which exemplifies our commitment to our membership, education, and organizational stability. First, overarching Growth Points for the Merchants Exchange Strategic Planning Cycle 2015-2019 were developed and include: Public Face

Organizational Needs (Internal/External)

Development & Diversification of Revenue

Second, six Action Items were established all with equal weight, followed by the development of detailed action plans to achieve success.

2018 ACTION PLAN ACHIEVMENTS INCLUDE:

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

Maritime Education Program- support the educational needs of members and community: transitioned the project leadership from Margerie Vis (Association Director) to Mary Wiley (Marketing & Membership Manager). Shipping 101 and 201 were held earlier in the year. Shipping 202: The Movement of Cargo launched on May 3rd. A social media marketing campaign was developed and implemented for the Shipping Education Series.

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Sustainability in Staffing & Succession Planning- support career development and plan for key staff positions: Achieved 90% completion on the Executive Director Desk Manual project and held a strategic planning Board Retreat with the Exchange Board to better establish a vision for the Board. A table-top exercise for the 96 Hour Transition Plan is expected in 2019.

Finance- financial sustainability and fiscal responsibility: conducted a comprehensive MISNA services audit in order to identify potential additional revenue streams or report opportunities that could be added to our services menu.

Customer Needs- enhance member outreach and service offering: Continued the growth of the Merchants Exchange Daily News Bulletin subscribers and the Merchants Exchange Newsletter subscribers, launched an internal Member Outreach Tool Kit to better aid staff in responding to membership, worked with Marine Operations staff to streamline text-to-email communication options, and conducted staff training for strategies to effectively communicate with English as a Second Language speakers. This Action Initiative has been deemed completed.

Marketing- membership and community engagement: completed the recruitment of a Marketing & Membership Manager, completed the roll out of the new branding initiatives and branding guide, completed and launched the Social Media Plan, conducted a complete website refresh for the Exchange and all Association clients. Website refresh was impacted by an unplanned host migration in early 2018. This Action Initiative has been deemed completed.

Optimize the Board of Directors- enhance the Board experience and leverage members’ expertise: following the Board Retreat that was held in May 2018. This Action Initiative has been deemed completed.

Progress Report MARITIME EDUCATION PROGRAM We were excited to see our commitment to providing industry education continue in 2018 and into 2019.

Shipping 101: The Business of Shipping We provide an overview of the business of shipping on the Columbia River. The class explores the history of the River, the infrastructure, ports and terminals, and the economic impact of the imports and exports to this region. Furthermore, we review the types of vessels that travel the River and introduce the maritime industry parties and their essential roles to shipping.

Shipping 201: The Movement of a Ship We look at the business of shipping from the perspective of the ship, exploring the requirements and regulation of a ship and the important roles agents, pilots, regulatory agencies, insurance and laws play in enabling a ship to move from port to port.

Shipping 202: The Movement of Cargo We look at the business of shipping from the perspective of the cargo. We detail the types of cargo, labor demands, and various forms of transportation from rail, barge, to pipeline as well as, present the needs of supply chain, logistics, and regulatory compliance as it effects the economy of the Columbia River.

MARK YOUR CALENDARS: Shipping 101: The Business of Shipping – October 2nd, 2019 Shipping 201: The Movement of a Ship – February 6th, 2019 Shipping 202: The Movement of Cargo – April 10th, 2019

Through our Grant Management services, the Merchants Exchange provides industry members the opportunity to reduce the administrative responsibilities associated with being the steward of federal funds.

The Merchants Exchange has direct experience managing Port Security Grants through FEMA and Department of Transportation grants. These Federal grant administrative requirements and regulations can be uniformly applied to most all Federal and State grant programs, allowing us to use our expertise in additional funding opportunities such as Assistance to Firefighters Grants (AFG), Staffing for Adequate Fire and Emergency Response Grants (SAFER) and Fire Prevention and Safety Grants (FP&S) programs.

Grant Management & Administrative Services: Our staff has taken experience and training from administering the PSGP grants and offered services to our members to support their grant application and award administration needs. These funds support efforts to build and sustain core capabilities across the PSGP mission areas of Prevention, Protection, Mitigation, Response, and Recovery, with specific focus on addressing the security needs of the port area.

In 2018, the Exchange was able to assist in the administration and close-out of four local PSGP grants and secured $162,000 in Federal funds from the PSGP for the port area.

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

GRANT ADMINISTRATION SERVICES

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Marine Operations Services The Exchange operates a Marine Operations Services Department that is staffed at all times with fully-trained and knowledgeable personnel. We are available 24 hours a day, 365 days a year to answer questions, provide updates, arrange for services, assist our members with their jobs, and help visiting vessels have a trouble-free arrival and stay in port.

WE ARE HERE TO ASSIST YOU ALL DAY, EVERY DAY. MARINE INTELLIGENCE

REPORTS

Vessel Tracking

Real-time and historical reporting of vessel activity

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24/7 ship movement information

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Vessel Activity Report

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Real Time tracking of vessel movement between Astoria and Portland

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Ships by Location

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96-hour advance notification of ship arrival and departures

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4-Day Lightship Report

Regulatory Compliance ▪▪

Submit electronic filing of required documents for federal, regional, local regulatory agencies and MFSA Vessel Response Plan

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

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Cargo and Vessel Summary Report

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Columbia River Cargo Statistics Report

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Columbia River Grain Statistics Report

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Custom Report available upon request

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Submit Ballast Water reports to government agencies

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Interact with government agencies to implement efficient procedures and processes

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Communication with vessels transiting the Lower Columbia and Willamette Rivers

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Monitor government regulations and initiatives from an operational perspective

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24/7 Monitoring of VHF Channels 18-A, 16 and 11

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Marine radio to phone patches (VHF)

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Notification to Government Agencies on vessel arrivals

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Resource to industry events

Vessel Reporting

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Monthly vessel and cargo statistics

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Data capture, database maintenance and archiving

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Access to all vessel information

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Set up call jobs

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Calling with leave-up and river times

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Knowing who to call for movements

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Maintaining weekend duty lists

COMMUNICATIONS

ANSWERING SERVICE ▪▪

Local to worldwide connectivity

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Maintain weekend duty lists for industry

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Emergency notifications

SIGN UP FOR THE THE MERCHANTS EXCHANGE DAILY NEWS BULLETIN The Daily is a convenient daily round-up of news relevant to the Columbia and Willamette River Shipping Industry. The bulletin was created in response to feedback members provided in our 2017 member needs assessment. The Daily is distributed via e-mail each weekday morning, it is a free service to our members and friends.

Maritime Intelligence Merchants Exchange AIS Web Viewer & Reporting AIS Reports are available to members of the Merchants Exchange

Additional Features: Check vessel ETA Filter vessels by type View vessel information Manage users and additional user logins

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

AIS Viewer Features: Zone alerts on entry and/or exit Alerts sent to email or phone Track vessels real-time View historical moves

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Year-End Statistics Top 5 Cargos (vessel calls)

2017 2018 2017 Rank

Grain Autos Petroleum Soda Ash Potash

574 183 139 105 96

520 176 142 106 87

1 2 3 4 6

600 500 400 300 200 100 0

Top 5 Vessel Agents (vessel calls)

2017 2018 2017 Rank

Transmarine Navigation General Steamship Inchcape Shipping Service Wilhelmsen Bluewater Pacific

365 204 130 125 112

400 350

345 178 149 126 73

1 2 3 4 9

300 250 200 150 100 50

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

0

13

Grain Terminals (vessel calls)

2017 2018 2017 Rank

EGT, LLC KALAMA EXPORT UNITED GRAIN CORP TEMCO, LLC (KALAMA) COLUMBIA EXPORT TERMINAL TEMCO IRVING (PORTLAND) LD COMMODITIES

137 122 110 105 69 27 6

121 111 94 80 72 34 12

1 2 3 4 5 6 7

140 120 100 80 60 40 20 0

Year-End Statistics Top 5 Ship Types (vessel calls)

2017 2018 2017 Rank

BULK CARRIER BARGE VEHICLE CARRIER TANKER GENERAL CARGO

1054 181 180 110 39

974 181 171 81 51

1 2 3 4 5

1200 1000 800 600 400 200 0

Average Stay in Port (days) Inactive/Repair Bulk Carrier General Cargo Barges Tanker Vehicle Carrier

19 8 4 3 2 1

18 9 3 3 2 1

2017 2018 2017 Rank

800 700

Portland, OR Vancouver, WA Longview, WA Kalama, WA Astoria, OR St. Helens, OR Anchor Only Rainier, OR

733 283 275 269 42 20 11 10

685 266 302 201 44 22 6 8

1 3 2 4 5 6 8 7

600 500 400 300 200 100 0

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

Vessel Calls by Port

20 18 16 14 12 10 8 6 4 2 0

2018 2017

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Year-End Statistics 2%

1%

2% 2% 3%

2018 SHIP CALLS BY CARGO

Vessel Calls

2018

Grain

574

34.94%

Autos

183

11.14%

Petroleum

139

8.46%

Soda Ash

105

6.39%

Potash

96

5.84%

Logs

77

4.69%

Steel

69

4.20%

Petrol Tanker

59

3.59%

Chemicals

47

2.86%

Metals & Ores

43

2.62%

Other

42

2.56%

Inactive/Repair

36

2.19%

Limestone (Barge)

36

2.19%

Petcoke

36

2.19%

Caustic Soda

22

1.34%

Cement

19

1.16%

Bentonite Clay

11

0.67%

Gypsum

10

0.61%

Research/Cable

10

0.61%

9

0.55%

8

0.49%

7

0.43%

5

0.30%

1%

3%

35%

3%

4%

4%

5%

Lumber & Wood Products

6%

Windmills/Project Containers

11%

Salt

6%

8%

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

2500

15

2000

1500

1000

500

0 Other Petroleum & Fuels Clay, Cement, Limestone Potash Soda Ash Chemicals & Minerals Metals/Metal Ore & Steel Forest Products & Logs Grain Containers Auto

2000 182 392 61 60 86 120 186 179 431 278 285

2002 95 351 95 49 81 95 119 171 420 187 283

2004 75 377 114 61 105 75 100 137 497 193 252

2006 90 368 127 61 88 46 130 135 447 143 343

2008 141 237 109 100 87 92 145 106 509 129 295

2010 89 180 58 120 83 104 123 139 490 87 170

2012 107 168 49 73 93 77 148 129 446 104 185

2014 91 250 55 102 80 84 131 160 469 108 178

2016 103 159 55 78 95 101 104 134 550 9 198

2018 96 198 66 118 105 98 112 86 574 7 183

2005

470

16,941,998

421

16,389,397

2005

2004

2004 432

15,084,983

2006

2006

2006

15,084,983

432

496

18,708,732

2007

2007

2007

18,708,732

508

20,241,720

2008

2008

2008

20,241,720

508

428

17,105,943

2009

2009

2009

17,105,943

428

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

* Metric Tons data are total grain loaded at elevators (data from MEX Grain Report)

Arrivals

M.T.*

Year

2005

16,389,397

421

2004

16,941,998

470

496

410

490

20,168,913

2010

2010

2010

410

19,895,119

2011

2011

2011

20,168,913 19,895,119

490

446

20,929,985

2012

2012

2012

20,929,985

446

411

20,082,818

2013

2013

2013

20,082,818

411

469

24,896,911

2014

2014

2014

24,896,911

469

424

23,062,344

2015

2015

2015

23,062,344

424

550

29,395,589

2016

2016

2016

29,395,589

550

Arrivals

520

520

29,699,801

2017

2017

2017

M.T.*

574

31,984,211

2018

2018

2018

31,984,211

574

2004 - 2018

29,699,801

GRAIN VESSELS VS GRAIN EXPORTED

Year-End Statistics

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Associations ASSOCIATION MANAGEMENT FOR NOT-FOR-PROFIT MARITIME INDUSTRY ASSOCIATIONS The Merchants Exchange has been heavily involved in Association Management for over 90 years. Today, we manage multiple organizations that are involved in maritime and/or international trade related issues. The Merchants Exchange is experienced in all management services from planning informal meetings to hosting and conducting national and international association conventions held in the Portland area. Primary services offered include: full-service accounting, administration, and event planning.

SPECIALIZED ACCOUNTING SERVICES ▪▪ ▪▪ ▪▪

Comprehensive accounting services Budget preparation General ledger & financial statement preparation

GRANTS ADMINISTRATION ▪▪

Grants administration

ADMINISTRATIVE SERVICES ▪▪ ▪▪ ▪▪

Specially designed services, ranging from a la carte to comprehensive administrative and program services Manage Board and Committee meetings and all correspondence Management of historical documents

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

MARKETING & COMMUNICATIONS

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▪▪ ▪▪ ▪▪ ▪▪

Website maintenance Public relations and social media coordiation Brand management and promotional items Email communication management

PUBLICATIONS ▪▪ ▪▪ ▪▪ ▪▪

Brochures & flyers Annual / monthly / special reports Industry newsletters Industry directories

EVENT PLANNING ▪▪ ▪▪ ▪▪ ▪▪

Event service providers On-site coordination Training and Educational Events Conferences and seminars

CURRENT ASSOCIATIONS: Clean Rivers Cooperative, Inc. Columbia River Customs Brokers & Forwarders Association, Inc. Columbia River Shippers Association Columbia River Steamship Operators’ Association, Inc. Lower Columbia Region Harbor Safety Committee Maritime Commerce Club, Columbia River Maritime Fire & Safety Association Merchants Exchange Scholarship Fund Pacific Northwest Grain & Feed Association, Inc. Working Waterfront Coalition

Associations Clean Rivers Cooperative, Inc. (COOP) Association President: Doug Lenz, Columbia Pacific Bio Refinery www.cleanriverscooperative.com General Manager: Casey Comer Operations Manager: Carl Boelter Administrative Coordinator: Curtis Cannizzaro Clean Rivers Cooperative is an oil spill removal organization comprised of 23 member companies with facilities located along the Columbia and Willamette Rivers (located in both Oregon and Washington). CRC provides spill response equipment and services for its members and their facility response plans. It is also the primary Spill Response Contractor to the Maritime Fire & Safety Association Vessel Response Plan for vessels transiting the Columbia and Willamette Rivers.

Columbia River Customs Brokers & Forwarders Association, Inc. (CRCBFA) Association President: Victoria Lane, Coppersmith Global Logistics

Association Administrator: Margerie (Sedam) Vis This association was organized in 1977 to further the business and interests of the customs brokers and/or foreign freight forwarders within our area. This association is very active in providing its membership with classes, seminars on procedural updates, speeches and forums on the current demands of the shipping community. Additionally, the association maintains a forum for open dialog with various governmental agencies and for solving local problems at a local level.

CRCB&FA currently has 25 full members (voting members that are employed in the business), 20 associate members (non-voting members that are involved in businesses relating to the brokerage business), and eight individual members.

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

www.crcbfa.org

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Associations Columbia River Shippers Association (CRSA) Association President: Corby Braunger, Richardson Sports www.crsa-oregon.tripod.com Account Representative: Sue Blomgren Association Administrator: Aaron Garber-Paul/Margerie (Sedam) Vis Independent Administrator: Liz Wainwright

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

The CRSA was established in 1988. Its mission, through the combined commercial strength and influence of its members, is to maintain and improve steamship service to Portland and to ensure stable shipping rates for importing containerized cargo into the region. Services specific to this association include:

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Negotiation of annual service contracts with three steamship lines

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New shipping rates negotiated and contracts amended throughout the year

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Members receive individual weekly tracking reports on all booked shipments and Member assistance with steamship line service issues.

Columbia River Steamship Operators’ Association, Inc. (CRSOA) Association Board Chair: John Coyle, Blue Water Shipping www.crsoa.net Association Executive Director: Kate Mickelson Association Director of Member Services: Hannah Milnes Association Accounting Administrator: Chann Noun CRSOA was established in 1922. Its area of influence includes the ports and waterways serving Oregon, southern Washington, and Idaho. CRSOA consists of members representing ship owners, operators, agents, towing, bunkering and launch service along the Oregon Coast and Columbia/Willamette River Systems.

The goal of the CRSOA is to facilitate trade, provide business leadership, exercise principles of environmental stewardship, serve as an industry focal point, and promote operating policies and practices that are safe, reliable, efficient, and costeffective.

Associations Lower Columbia Region Harbor Safety Committee (LCRHSC) Association Chair: Sean Clark, Port of Columbia County www.lcrhsc.org Association Administrator: Bekah Canfield The Lower Columbia Region Harbor Safety Committee (LCRHSC) is an open forum comprised of public and private stakeholders in Oregon and SW Washington with vital interests in assuring safe navigation to protect the environment, property and personnel on the waterways within the Lower Columbia Region. The Lower Columbia Region encompasses the Columbia River and its navigable tributaries from the seaward approaches to the Columbia River Bar to Bonneville Dam. The LCRHSC provides an inclusive, cooperative and equitable venue for addressing waterways issues to ensure the continuation and improvement of prudent management practices for our local waterways.

Throughout the process, the LCRHSC strives to ensure reliable and efficient marine transportation.

Maritime Commerce Club, Columbia River (MCC)

www.pdxmex.com/mcc Association Director: Margerie (Sedam) Vis Association Administrator: Aaron Garber-Paul The Maritime Commerce Club, Columbia River (MCC) was created to further the interests of individuals and businesses involved in maritime trade along the Columbia and Willamette River Systems. The club provides opportunities for social networking, keeps members informed of the events shaping the maritime industry, and participates in philanthropic endeavors that strengthen our community.

Created from the merger of the Portland Shipping Club and the Propeller Club, Port of the Columbia River, the Maritime Commerce Club brings together members possessing a wealth of industry knowledge and history with individuals who have the vision to keep the maritime industry moving into the future. The club will continue to sponsor events that honor those who have been invaluable to the maritime community; bring awareness to issues shaping our industry; celebrate the impact our industry has had in developing our region; and give back to our community we live in.

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

Association President: Michael Richards, Port of Portland

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Associations Maritime Fire & Safety Association (MFSA) Association President: Andrew Holbrook, Kinder Morgan Energy Partners www.mfsa.com Executive Director: Liz Wainwright General Manager: Holly Robinson Assistant Manager: Curtis Cannizzaro

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

Established in 1983 in the aftermath of the 1982 M/V Protector Alpha fire, the MFSA supports shipboard fire training and equipment for land-based firefighters from thirteen agencies in Oregon and Washington. In 1991, oil spill response and prevention was added to the mission of MFSA. This association coordinates shipboard fire and spill response needs between two states, fourteen cities and seven port districts along 110 miles of shipping channels. The MFSA has become a national model; the Revised Mutual Aid Agreements, signed by all participating fire agencies, enable fire agencies to assist each other in the event of a shipboard fire on the lower Columbia and Willamette Rivers while the MFSA Vessel Response Plan provides oil spill contingency planning coverage to approximately 1650 ships and barges each year.

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Merchants Exchange Scholarship Fund Association President: David Boyajian, Schwabe, Williamson & Wyatt www.pdxmex.com/scholarship Association Director: Margerie (Sedam) Vis Association Administrator: Aaron Garber-Paul In December 2003, the Merchants Exchange established a new entity, The Merchants Exchange Scholarship Fund, which is the successor to the Women’s Shipping Club Scholarship Fund, established in 1981. Their goals were to provide scholarships to individuals who had made a commitment to work in the marine transportation industry and international trade. We continue the work of this fund. The scholarships are awarded to those who have demonstrated academic ability and personal qualities that will permit them to benefit from higher education. The scholarships are awarded to students seeking careers in Maritime Affairs and/or International Trade.

Associations Pacific Northwest Grain & Feed Association (PNWGFA) Association President: Darrell Booth, Northwest Grain Growers www.pnwgfa.com Association Director: Margerie (Sedam) Vis Association Administrator: Aaron Garber-Paul Pacific Northwest Grain & Feed Association is a non-profit organization which serves and promotes the needs of firms involved in processing, handling, and merchandising of grain, feed, seed and other agricultural commodities within the four-state region of ID, MT, OR, and WA. Members currently consist of the local grain companies and exporters, the many cooperatives and elevators up river and eastward, as well as the vendors who serve these companies (contractors, engineers, suppliers, fumigators, insurance brokers, etc.).

Information services include: an annual industry directory, a bi-weekly NewsBulletin, and annual social and educational industry events, including the Warehousemen’s Pesticide Conference & Trade Show, the Southern Idaho Pesticide Conference, the Country Elevator Council meeting, the Idaho Trout Fry, and the Annual Convention.

Working Waterfront Coalition (WWC) Association President: Rob Mathers, Kinder Morgan Energy Partners

Association Executive Director: Ellen Wax Association Administrator: Aaron Garber-Paul Established in 2005, the Working Waterfront Coalition (WWC) is an organization of businesses concerned about the environmental health and economic vitality of the Portland harbor. The WWC advocates for sound public policy that promotes environmental, social and economic sustainability. Portland’s Harbor is a vital employment area; home to thousands of valuable high-wage, high-benefit jobs. The WWC, with its extensive knowledge of harbor industry needs, active industry participation and record of effective advocacy, is dedicated to working with its partners to ensure an appropriate balance between environmental concerns and the needs of river related employers. The coalition’s activities include: ▪▪

Advocating with local, state and federal officials and agencies on behalf of marinedependent and river-related businesses.

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Working to broaden community understanding of: the importance of the Portland Harbor as one of the most impactful employment areas in the region, and the harbor industries’ dependence on a limited land supply suitable for business needs.

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Providing up-to-date information and advice to coalition members regarding developments in the public policy and regulatory arena.

MERCHANTS EXCHANGE 2018 ANNUAL REPORT

www.workingwaterfrontportland.org

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200 SW Market Street, Suite 190 Portland, Oregon 97201 24-Hour Marine Operations Dept - (503) 228-4361