Merchants Exchange 2014 Annual Report

C E L E B R AT I N G 135 Y E A R S

2014 ANNUAL REPORT

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 2014 Annual Report. This Report provides us the opportunity to recognize our members, client associations, Board of Directors and the endeavors of the Exchange staff. Furthermore, the Annual Report allows us to showcase our services and Five Year Strategic Plan initiatives.

2014 was a very busy year at the Merchants Exchange! Some highlights of our year include: •

Welcoming the Working Waterfront Coalition and their executive director Ellen Wax as a new association client

•

Securing three (3) additional Port Security Grants enabling the Exchange to accelerate implementation of identified needs

•

Concluding our duties as Fiduciary Agent with the closing of the Port Security Grants awarded in fiscal years 2009 and 2011

•

Showcasing our remodeled office space to record-breaking attendance at our annual Open House on July 31st

In addition, we also reached the end of our Five Year Strategic Plan initiatives in December 2014 and began the process for the next five year cycle 2015-2019.

A significant 2010-2014 Strategic Plan action item was the development and presentation of a Business Continuity and Disaster Recovery Plan to protect staff, property and data and ensure essential services to Exchange members during various types of business interruptions. With the aid of a Port Security Grant award, the Business Continuity and Disaster Recovery Plan was completed and presented to the Merchants Exchange stakeholders at the Annual Business Meeting in February 2013. A table top exercise, testing the effectiveness of the Business Continuity and Disaster Recovery Plan was held with Exchange staff in November. This exercise provided valuable feedback to staff and will be instrumental as we continue to develop strategies and efficiencies for Business Continuity and Disaster Recovery.

Our Strategic Planning process for 2015-2019 was initiated with surveys to members, associations and staff followed by the December Board of Directors meeting and January 2015 Workshop facilitated by Barbara Karmel of The Reed Company. Barbara led the Exchange through the Strategic Planning process in 2010 and is excited to work with us again!

Fiscal responsibility is a key element to our sustainability. The annual operating budget is prepared with conservative revenue and realistic expense projections. With careful management of daily operating expenses by the Exchange staff, expansion of services, and the guidance of the Board of Directors, I am pleased to report the Exchange closed 2014 with actual revenue exceeding operating expenses, which were on budget.

Our membership held steady, 2014 vessel traffic exceeded 2013 by 12.7% and exceeded budget by 16.7%.

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Merchants Exchange of Portland

Message from the Executive Director

This enabled the Exchange to sustain its operating reserve ratio objective to retain adequate net operating expenses for a six-month period.

I am very pleased with the direction we are 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 serve our members. We look forward to the opportunity to continue to serve our members in 2015. Thank you for your ongoing support!

Liz Wainwright Executive Director Merchants Exchange of Portland

Table of Contents Message from the Executive Director ����������������������������������������������������������������������������������������������������������� 2 -3 Heritage of Service ������������������������������������������������������������������������������������������������������������������������������������������������4 Exchange Organization ����������������������������������������������������������������������������������������������������������������������������������������5 Board of Directors ��������������������������������������������������������������������������������������������������������������������������������������������� 6-7 Membership ������������������������������������������������������������������������������������������������������������������������������������������������������� 8-9 Progress Report ��������������������������������������������������������������������������������������������������������������������������������������������� 10-11 Staff Contacts �������������������������������������������������������������������������������������������������������������������������������������������������������12 Communications Center ������������������������������������������������������������������������������������������������������������������������������������13 Year End Statistics ����������������������������������������������������������������������������������������������������������������������������������������� 14-15 Associations ��������������������������������������������������������������������������������������������������������������������������������������������������� 16-21 Open House ��������������������������������������������������������������������������������������������������������������������������������������������������� 22-23

All photo credits (cover and interior) to Jim Horne, Columbia River Pilots unless otherwise noted.

2014 Annual Report

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Heritage of Service - Celebrating 135 Years

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 of Portland, Oregon.

Since that time, the Merchants Exchange has grown and expanded in order to keep pace with the ever-changing maritime trade and advancing technology. Operating 24 hours a day, seven days a week, the Exchange is an integral part of the maritime industry providing the Lower Columbia and Willamette Rivers’ maritime and harbor communities with valuable information and services.

In addition to providing 24 hour vessel intelligence, answering service and cargo and vessel statistics, the Exchange also provides extensive association management. Through its association management, the Merchants Exchange has brought together a diverse group of organizations and has promoted and enhanced the common business interest of the maritime community.

Members of the Merchants Exchange include, but are not limited to: steamship operators, admiralty attorneys, customs brokers, tug and barge companies, freight forwarders, stevedores, ship repair services and port authorities.

The Exchange also has a long history of involvement in the grain industry. In 1914, the Exchange established the region’s first official market for trading wheat and created the Portland Grain Exchange which became the Exchange’s first client association. Since that time, the 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.

In this capacity, employees of Merchants Exchange provide assistance for the operations of the Clean Rivers Cooperative (CRC), Columbia River Customs Brokers & Forwarders Association (CRCB&FA), Columbia River Shippers’ Association (CRSA), Columbia River Steamship Operators’ Association (CRSOA), Maritime Commerce Club, Columbia River (MCC), Maritime Fire & Safety Association (MFSA), Merchants Exchange Scholarship Fund (MEX SF), Pacific Northwest Grain & Feed Association (PNWGFA), and Working Waterfront Coalition (WWC). These client associations look to the Exchange for accounting, administrative and management services, association history and guidance for their ongoing success.

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

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Merchants Exchange of Portland

Exchange Organization Membership Board of Directors Elizabeth Wainwright Executive Director Exchange Staff Financial Department

Controller: Chann Noun Communication and Computer Systems Administrator: Jim Harrison Accounting and Grants Specialist: Michael Moreno

Administrative & Communications Staff

Communications and Administrative Services Manager: Robin Wright Communications Specialist Lead: John Cordasco Communications Specialists: Samantha Steerman, Rindy Primeau, Esmeralda Rupp-Spangle, Rebecca Hassler Office Coordinator: Rebekah Canfield

Association Administration

CRC:

Ernie Quesada, General Manager Carl Boelter, Assistant Manager Alyson Evans, Administrative Coordinator

CRCB&FA:

Margerie Sedam, Association Administrator

CRSA:

Sue Blomgren, Account Representative Hannah Zaayer, Association Administrator Liz Wainwright, Independent Administrator

CRSOA:

Chann Noun, Association Accounting Administrator

MCC:

Margerie Sedam, Association Director Hannah Zaayer, Association Administrator

MEX SF:

Margerie Sedam, Association Director Hannah Zaayer, Association Administrator

MFSA:

Fire: Alyson Evans, F-PAAC Program Manager Oil: Holly Robinson, Oil Spill Contingency Program Manager Liz Wainwright, Executive Director

PNWGFA:

Margerie Sedam, Association Director

WWC:

Ellen Wax, Executive Director 2014 Annual Report

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2014 Board of Directors Term expires (listed in parenthesis) in February of the given year

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Randy Click (16) President ACGI Shipping 801 C Street, Suite 200 Vancouver, WA 98660 (360) 735-9083; fax (360) 696-4751 rclick@acgishipping.com

Mike Schiller (16) Port of Vancouver USA 3101 Lower River Road Vancouver, WA 98660 (360) 992-1104; fax (206) 375-1565 mschiller@portvanusa.com

Garrett Costello (16) Secretary Columbia Grain, Inc. 1300 SW Fifth Ave., 29th Floor Portland, OR 97201 (503) 535-5617; fax (503) 241-0296 gcostello@columbiagrain.com

Sebastian Degens (17) Port of Portland P.O. Box 3529 Portland, OR 97208 (503) 415-6214; fax (503) 548-5851 sebastian.degens@portofportland.com

Mike Morgan (17) Treasurer Columbia Grain, Inc. 15660 North Lombard Street Portland, Oregon 97203 (503) 978-2544 mike.morgan@t5-cet.com

Wayne Yim (17) Cascade Marine Agencies 511 SW 10th Ave., #1004 Portland, OR 97205 (503) 226-4023 waynetyyim@gmail.com

Mark Jensen (15) Temco 1923 N. Heron Dr. Ridgefield, WA 98642 (253) 222-9780 mark.jensen@chsinc.com

John Schumacher (N/A) President, Clean Rivers Cooperative Tesoro Corporation (360) 293-1601; fax (360) 293-1462 john.g.schumacher@tsocorp.com

Nevada Burchardt (15) Western Bulk Carriers 1001 4th Ave., Ste 2323 Seattle, WA 98154 (206) 292-0909; fax (206) 292-0904 nevada.burchardt@westernbulk.com

Richard Vincent (N/A) President, Maritime Fire & Safety Assoc.

Port of Portland P.O. Box 3529 Portland, OR 97208 (503) 415-6236; fax (503) 548-5851 richard.vincent@portofportland.com

Kristin Meira (15) Pacific Northwest Waterways Association 516 SE Morrison St., Ste 1000 Portland, OR 97214 (503) 234-8551; fax (503) 234-8555 kristin.meira@pnwa.net

Capt. Anne McIntyre (N/A) Columbia River Pilots 13225 N Lombard Portland, OR 97203 (503) 289-9925; fax (503) 289-9955 officers@colrip.com

Greg Zanavich (15) Tidewater Barge Lines P.O. Box 1210 Vancouver, WA 98666 (360) 693-1491; fax (360) 694-8981 gregz@tidewater.com

Legal Counsel: Carl R. Neil, Esq. 7327 SW Barnes Rd., #118 Portland, OR 97225 (971) 258-6424; fax (503) 292-2279 cneil@carlneil.com

Merchants Exchange of Portland

Role of the Board 2015 Board of Directors Nominees Agent Position: Phil Brotherton, Transmarine Navigation Tug and Barge Position: Kevin Jones, Tidewater Barge Lines Grain Position: Mark Jensen, Temco Independent: Kristin Meira, Pacific Northwest Waterways Association

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 Exchange. This requires active participation. The Board must ensure that the organization is operated for a non-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 is keeping the resources and efforts focused on the mission.

This requires the Board to have an adequate understanding of Merchants Exchange programs, people 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 and Bylaws.

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

Standing Committees include: Executive & Management Finance & Budget Business Development Technical Committee Grain Committee The Board is not expected to manage the day-to-day activities of the Exchange. 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.

In 2010, the Board conducted a Strategic Planning Workshop to develop policies and initiatives to guide the Exchange and its management through the next five years and to establish priorities for the allocation of precious resources

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Membership ACGI Shipping Company, Inc.

Grain Craft

Advanced American Constructions, Inc.

Great Western Malting Co.

Alexander Gow, Inc.

Haglund, Kelley, Horngren, Jones LLP

Anchorage Launch Service

Hanjin Shipping Ltd.

Blue Water Shipping, Inc.

ICTSI Oregon, Inc.

British Petroleum

Inchcape Shipping Services

BST Associates

Interocean Steamship Corp.

Columbia River Steamship Operators’ Association

Intertek USA, Inc.

Cascade General

Jones Stevedoring Company

Cascade Marine Agencies

JR Simplot

Cereal Food Processors

JT Marine Inc.

Chevron Marine Products LLC

Kalama Export Company, LLC

CHS Inc/Temco LLC

Kinder Morgan Bulk Terminals

Columbia Grain, Inc.

Kinder Morgan Energy

Columbia Metal Works, Inc.

Kirby Offshore Marine LLC

Columbia River Bar Pilots

K-Line America

Columbia River Pilots

LD Commodities Portland LLC

Crowley Maritime Corporation

Lindsay Hart, LLP

CVT Tanker Brokers & Associates, Inc.

Lineboat Launch Service Co.

Degesch America, Inc.

McDonald - Pelz Commodities

Drew Marine USA, Inc.

Merit Steamship Agency

E G T, LLC

Mid Columbia Producers, Inc.

Executive Security Service, Inc. Fermar, LLC Foss Maritime Company Fred Devine Diving & Salvage Fujitrans USA, Inc. General Steamship Corp., Ltd. Geo. S. Bush & Co. Global Shipping Basics Marine Services, LLC

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Merchants Exchange of Portland

Photo: Jim Horne, Columbia River Pilots

Membership Millennium Bulk Terminals

Stevedoring Services of America

Monarch Inspection Services

Talon Marine Services LLC

National Cargo Bureau. Inc.

Terra Hydr Inc.

North American Shipping Agencies, LLC

Tesoro Maritime Company

Norton Lilly International

Tidal Transport & Trading USA LTD

Olympic Tug & Barge

Tidewater Barge Lines

Oregon Dept. of Environmental Quality

TradeWest Brokerage Co.

Overseas Merchandise

Transmarine Navigation Corp.

Pacific Coast Maritime Agencies, Inc.

Trans-Tec

Pacific International Maritime Medical Service

Transversal International Corp.

Pacific Maritime Association

United States Customs Service

Pacific Northwest Ship & Cargo Services (USA) Inc.

United Grain Corporation

Pacific Ship Supply, Inc.

Western Bulk Carriers

Pioneer Ship Supply, Inc.

West Coast Marine Cleaning

Port of Astoria

Western Overseas Corp.

Port of Kalama

Wilhelmsen Ship Services, Inc.

Port of Longview Port of Portland Port of Vancouver Portland Lines Bureau Ports America Reuters Limited

Welcome to our New Members!

San Pedro Harbor Ship Supply Sause Bros. Ocean Towing

Advanced American Constructions, Inc. PO Box 83599 Portland, OR 97283-0599

Schwabe, Williamson & Wyatt Seaport Marine Surveys SGS Mineral Services

BST Associates

Shaver Transportation Company

PO Box 82388 Kenmore, WA 98028-0388

Ship to Shore Water Taxi Southport Agencies, Inc.

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Progress Report Merchants Exchange 2014 Progress Report The Merchants Exchange 2010 - 2014 Strategic Plan continued to be a primary focus for staff in 2014. Out of the original workshop and subsequent Action Plan came developed policies and initiatives to guide the Exchange and its management through the next five years and helped establish priorities for the allocation of precious resources. By December we completed eight of the ten Action Plan goals established in 2010 and started the process of the next Strategic Plan cycle for 2015 - 2019.

Priority initiatives identified in the Action Plan included: establishing a Business Continuity and Disaster Recovery Plan, aligning the staff training and orientation program, and expanding upon administrative and revenue generating services. The Merchants Exchange is pleased to share the accomplishments of these three goals.

Business Continuity & Disaster Recovery Plan In 2012, under Area Maritime Security Committee (AMSC) endorsement, the Merchants Exchange of Portland received a FY 2008 Port Security Grant Program sub-award to produce a Business Continuity and Disaster Recovery Plan (BCDRP).

With the assistance of Avalution Consulting in 2013, a complete plan including a “Business Impact and Strategy Recommendations Report� was completed in January and a Business Disaster Recovery and Continuity Planning Seminar and Workshop for Merchants Exchange members and stakeholders was held in February. During 2013, we had the opportunity to implement the Plan when the 200 Market Building evacuated for a fire alarm. The alarm turned out to be false, but we successfully executed the backup plan for our telephones and started into our incident communications plan before we were allowed to return to the building.

In 2014, staff updated the BCDRP with each department contributing to their Functional Area Plans. In November we held an in-house Incident Management Team table top exercise. Key staff members worked through the initial Incident Action Plan phase of a loss of main facility scenario. Staff is currently working on updating the Plan and implementing solutions based on the lessons learned from the update and the exercise.

Also in 2014, Merchants Exchange applied and was awarded a 2014 Port Security Grant to organize a multiagency Business Continuity and Disaster Recovery Communications Exercise to take place in February of 2016.

This Exercise will include participation with: The Columbia River Bar Pilots, The Columbia River Pilots, Norton Lilly International, Shaver Transportation, The United States Coast Guard Sector Columbia River, and the Port of Vancouver U.S.A.

Merchants Exchange Staff Training and Orientation The Exchange has long appreciated and invested in its staff. As part of the staff training and orientation program, desk audits and desk manuals were produced in 2011-2012. The desk manual system and the newly streamlined orientation program allows us to recruit, orient and train new staff members to deliver consistent and professional service to our members.

Since 2000, a biennial Employee Engagement Survey has been conducted to gauge staff views and needs, as well as to improve skills and necessary processes within the workplace. Another result of the Action Plan was to take the survey a step further: Institute management training, identify key improvement goals, and take visible action.

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Merchants Exchange of Portland

Progress Report Key Improvement Goals identified: Leadership Development: Manager training to ensure best practices in employee communication, recognition and leadership.

Performance Management: Review and restructure existing performance review process and performance management program that encourages employee engagement and commitment.

Communication with Employees: Improve direct communication with employees regarding events, changes, challenges, and successes.

Under the Executive Director’s leadership, the various department managers have formed a management team and are actively working on pursuing these goals. In order to align expectations and connect training and performance reviews with organizational goals, the management team adopted the SMART goals standard across the organization, held trainings for all staff on goals setting, and has aligned performance goals. These will ensure that individual goals support department goals and department goals support Executive goals, which include the Strategic Plan Action Plan items.

Grant Administration In the Fall of 2007, the Exchange was appointed as Fiduciary Agent for the DHS/FEMA Port Security Grant Program (PSGP) by the U. S. Coast Guard Sector Columbia River. We have continued in that role through 2011, which was the busiest year with a total of five fiscal year grants open. The role of Fiduciary Agent afforded us the opportunity to work more closely with many members as well as meet regional stakeholders. We’ve gained valuable experience in federal grant management and administration that has enabled the Exchange to offer a new service, which began in 2012.

Grant Management & Administrative Services: Staff has taken the experience learned from administering the PSGP grants and offered services to our members to support their grant application and administration needs.

Grant Awards The Exchange was successful with its applications to the Area Maritime Security Committee and U.S. Coast Guard Captain of the Port for three (3) PSGP-funded projects with performance periods ending August 31, 2016.

This funding enables the Exchange to accelerate identified needs which previously had no or minimal funding resource.

Project

Total

Federal Contribution

Local Match Contribution

Exercise of Business Continuity and Disaster Recovery Plan

$50,000

$37,500

$12,500

Cybersecurity Vulnerability Assessment & Mitigation

$35,000

$26,250

$8,750

Port-Wide Risk Mitigation & Trade Resumption/Resiliency Plan Update

$240,000

$180,000

$60,000* Waiver Requested

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Staff Contacts

Staff Name

Phone

E-mail

Alyson Evans ___________________ (503) 220-2084_______________ evans@pdxmex.com Becky Hassler ___________________ (503) 228-4361_______________ hassler@pdxmex.com Carl Boelter_____________________ (503) 220-2089_______________ boelter@pdxmex.com Chann Noun____________________ (503) 220-2041_______________ noun@pdxmex.com Elizabeth Wainwright _____________ (503) 220-2091_______________ wainwright@pdxmex.com Ernie Quesada___________________ (503) 220-2087_______________ quesada@pdxmex.com Esmeralda Rupp-Spangle__________ (503) 228-4361_______________ rupp-spangle@pdxmex.com Hannah Zaayer__________________ (503) 220-2092_______________ zaayer@pdxmex.com Holly Robinson__________________ (503) 220-2099_______________ robinson@pdxmex.com Jim Harrison____________________ (503) 220-2094_______________ harrison@pdxmex.com John Cordasco __________________ (503) 228-4361_______________ cordasco@pdxmex.com Margerie Sedam_________________ (503) 220-2093_______________ sedam@pdxmex.com Michael Moreno__________________ (503) 220-2095_______________ moreno@pdxmex.com Rebekah Canfield________________ (503) 220-2097_______________ canfield@pdxmex.com Rindy Primeau___________________ (503) 228-4361_______________ primeau@pdxmex.com Robin Wright____________________ (503) 220-2088_______________ wright@pdxmex.com Samantha Steerman______________ (503) 228-4361_______________ steerman@pdxmex.com Sue Blomgren___________________ (503) 220-2043_______________ crsa@pdxmex.com

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Merchants Exchange of Portland

Communications Center

The Merchants Exchange Communications Center is the Maritime Information Center for the Lower Columbia and Willamette Rivers.

We are available 24 hours a day, 365 days a year, to answer questions, provide updates, arrange for services and, more generally, to assist our members with their jobs, and help visiting vessels in ensuring a trouble free arrival and stay in port.

The Exchange operates 24/7 and the Communications Center is fully staffed at all times. This ensures a trained and knowledgeable person is always available to provide vessel and general information, and answering services.

Marine Intelligence • • • • • •

24/7 Operation, always available for our membership Tracking vessel movements between Astoria and Portland, OR / Vancouver, WA Industry notification of ship arrivals, moves and departures Electronic filing of required documents with the National Vessel Movement Center & CBP Coordinate filing of Ballast Water Reporting Forms for Oregon & Washington Monitoring & Response Coverage for MFSA and CRC

Communications • • • • • •

Communication with vessels transiting the Lower Columbia River.

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

Cell phone rentals Marine Radio to phone patches (VHF) Notification to Government Agencies on vessel arrivals Resource to industry events

Answering Service • • •

Local to worldwide connectivity Maintain weekend duty lists for industry Emergency notifications

Reports • • •

Cargo Statistics Vessel Activity Specialized/Customized

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Year-End Statistics Top 5 Vessel Agents (vessel calls) Transmarine Navigation General Steamship Norton Lilly Wilhelmsen Inchcape Shipping

2013 2014 2013 Rank 323 208 183 145 110

274 129 194 148 99

1 4 2 3 6

400

2014 2013

300

200

100

0

Top 5 Cargos (vessel calls) Grain Petroleum Autos Logs Containers

2013 2014 2013 Rank

500

1 2 3 4 5

400

469 213 178 135 108

370 173 164 133 105

2014 2013

300

200

100

0

Grain Terminals (vessel calls) Kalama Export EGT United Grain Columbia Export Temco Portland Temco Kalama LD Commodities

2013 2014 2013 Rank 155 116 100 96 63 5 0

112 98 68 80 48 48 0

1 2 4 3 5 6 7

Grain

Petroleum

Logs

Containers

175

150 125 100 75

50 25 0

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Autos

Merchants Exchange of Portland

2014 2013

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

2013 2014 2013 Rank

Bulk Carrier

998

922

1

Barge Car Carrier Container Carrier Tanker

248 179 99 76

225 176 103 68

2 3 4 5

1000

2014

2013 750

500

250

0

Bulk Carrier

Barge

Car Carrier Container Carrier

Tanker

2014

Average Stay in Port (days) Barges Bulk Carrier Car Carrier Container Carrier Tanker

2014 2013 3 7 1 2 2

2013

7

6

3 7 1 2 3

5 4 3

2 1 0

Vessel Calls by Port Portland, OR Longview, WA Vancouver, WA Kalama, WA Port Westward, OR Astoria, OR St. Helens, OR Rainier, OR

2013 2014 2013 Rank 790 1000 317 371 303 285 178 211 54 61 30 21 12

37 0 13

1 2 3 4 5 6 8 7

Barges

Bulk Carrier

1000 900

Car Carrier

Container Carrier

Tanker

2014 2013

800 700 600

500 400 300 200

100 0

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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 80 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

Publications • • • •

Brochures & Flyers Annual / Monthly / Special Reports Industry Newsletters Industry Directories

Event Planning • •

Event service providers On-site Coordination

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

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Merchants Exchange of Portland

Associations Clean Rivers Cooperative, Inc. (CRC) Association President: John Schumacher Tesoro Logistics, LLC PO Box 700 Anacortes, WA 98221 (360) 293-1601 john.g.schumacher@tsocorp.com General Manager: Ernie Quesada Assistant Manager: Carl Boelter Administrative Coordinator: Alyson Evans Clean Rivers Cooperative is an oil spill response organization comprised of 22 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. (CRCB&FA) Association President: Judy Haggin J.L. Haggin & Associates Co. 1225 N.W. Murray Rd., Ste 210 Portland, OR 97229 (503) 644-0311 jhaggin@jlhaggin.com Association Administrator: Margerie Sedam 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 26 full members (voting members that are employed in the business), 16 associate members (non-voting members that are involved in businesses relating to the brokerage business), and eight individual members.

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Associations Columbia River Shippers Association (CRSA) Association President: Teresa Feliu A-Boy Supply Co., Inc. Dolan Designs 2730 NW Front Avenue Portland, OR 97210 (503) 220-0799 tfeliu@dolandesigns.com Account Representative: Sue Blomgren Association Administrator: Hannah Zaayer Independent Administrator: Liz Wainwright 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: • • •

Negotiation of annual service contracts with three steamship lines New shipping rates negotiated and contracts amended throughout the year Members receive individual weekly tracking reports on all booked shipments and Member assistance with steamship line service issues.

Columbia River Steamship Operators’ Association (CRSOA) Association Executive Director: Kate Mickelson 200 SW Market Street, Suite 190 Portland, OR 97201 (503) 234-8551 kate@crsoa.net Association Accounting Administrator: Chann Noun The CRSOA, established in 1922, 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 cost-effective.

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Merchants Exchange of Portland

Associations Maritime Commerce Club, Columbia River (MCC) Association President: Alex Hamilton Durham and Bates Agencies 720 SW Washington St., Ste 250 Portland, OR 97205 (503) 241-9213 alexh@dbates.com Association Director: Margerie Sedam Association Administrator: Hannah Zaayer 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.

Maritime Fire & Safety Association (MFSA) Association President: Richard Vincent Port of Portland 7200 NE Airport Way Portland, OR 97218 (503) 240-2236 richard.vincent@portofportland.com

MARITIME

Executive Director: Liz Wainwright MFSA Administrative & F-PAAC Program Manager: Alyson Evans Oil Spill Contingency Program Manager: Holly Robinson

FIRE & SAFETY ASSOCIATION

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 1400 ships each year.

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Associations Merchants Exchange Scholarship Fund (MEX SF) M

ants Excha ch ng er

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Association President: Kevin Kilpatrick ITOCHU International, Inc. 101 SW Main Street, Ste 1810 Portland, OR 97204 (503) 227-6694 kevin.kilpatrick@itochu.com

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Association Director: Margerie Sedam Association Administrator: Hannah Zaayer 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/International Trade.

Pacific Northwest Grain & Feed Association (PNWGFA) Association President: Ty Jessup Central Washington Grain Growers PO Box 649 Waterville, WA 98858 (509) 745-8551 tjessup@cwgg.net Association Director: Margerie Sedam 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, and the Annual Convention.

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Merchants Exchange of Portland

Associations Working Waterfront Coalition Association Executive Director: Ellen Wax 200 SW Market Street, Suite 190 Portland, OR 97201 (503) 234-8551 ellen.wax@workingwaterfrontportland.com Association Administrator: Rebekah Canfield 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 marine-dependent and riverrelated businesses.

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.

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

For information on Association Management opportunities, please contact: Margerie Sedam, Association Director sedam@pdxmex.com or 503-220-2093.

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2014 Open House Thank You for Attending Our 2014 Annual Open House Dear Members, The Merchants Exchange would like to extend our deepest thanks to all who attended our Annual Open House on July 31st, 2014 and helped make it an overwhelming success! We literally rolled out the red carpet this year with a Hollywood premier to introduce our newly remodeled offices and Communications Center.

I am pleased to announce that this was the most widely attended event we have ever hosted, with over 135 people in attendance including individual members, client association partners, Board members and industry professionals. It was a beautiful evening full of fun, excellent food, wine and networking and even a nautical themed photo booth!

Thank you so much for your continued support of the Merchants Exchange!

We hope to see you on July 30th, 2015 at the Open House!

Regards,

Liz Wainwright

Executive Director Merchants Exchange of Portland

s u o H n e P O 2 01 4 Carpet Event A Red

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Merchants Exchange of Portland

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2015 Open House Please join us for our 2015 Annual Open House

2014 Annual Report

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200 SW Market Street, Suite 190 • Portland, Oregon 97201 24-Hour Communications Center - (503) 228-4361