C LICK FOR T HE N EXT S LIDE C LICK FOR T HE N EXT S LIDE Midsize Grower Marketing Cooperatives Annual Grower Settlement Process – Manual Grower Quality Factor EXCEL Grower Quality Factor EXCEL Grower Specific Adjustments Calculations Grower Specific Adjustments Calculations Grower Price Premium EXCEL Grower Price Premium EXCEL Grower Price Discount EXCEL Grower Price Discount EXCEL

Grower Quality Factor EXCEL Grower Quality Factor EXCEL Grower Specific Adjustments Calculations Grower Specific Adjustments Calculations Grower Price Premium EXCEL Grower Price Premium EXCEL Grower Price Discount EXCEL Grower Price Discount EXCEL Midsize Grower Marketing Cooperative Annual Grower Settlement Process – Manual Midsize Grower Marketing Cooperative Annual Grower Settlement Process – Manual C LICK FOR T HE N EXT S LIDE C LICK FOR T HE N EXT S LIDE A Manual Approach Timely settlement of accounts is critical for the growers and their marketing cooperative to function. Many variables – including variety, grade, size, changing prices, packing costs, quantities shipped, shipping costs, and quality of grower produce – impact processing costs, and realization of proceeds from the sales. This inventory is perishable and must be sold by end of each season. Grower settlements reflect discount or premium depending upon when the products from their produce are sold in the season. Smaller farmers may also receive financial support from their cooperative. Cooperative’s grower settlement model includes above factors. Such midsize cooperative may operate as a non-profit to manage the product storage and processing; brand development, sales and logistics; and grower and customer account management. Using its grower settlement model, it equitably distributes the proceeds from product sales among those growers whose products were included in shipments against the sales. Common expenses are proportionately allocated to the growers, while grower specific expenses are passed onto the grower. The cooperative retains about two percent of the proceeds to cover its operating expenses. Limited investment in IT in midsize cooperatives, and the burden that manual settlement process puts on employees limit the settlement to end of the season or to once a year. This may severely hampers growth due to needs on working capital. We selected turbo-charged Excel to implement an on-demand settlement system and provide additional capabilities of Grower Cooperative Analytics. A Manual Approach Timely settlement of accounts is critical for the growers and their marketing cooperative to function. Many variables – including variety, grade, size, changing prices, packing costs, quantities shipped, shipping costs, and quality of grower produce – impact processing costs, and realization of proceeds from the sales. This inventory is perishable and must be sold by end of each season. Grower settlements reflect discount or premium depending upon when the products from their produce are sold in the season. Smaller farmers may also receive financial support from their cooperative. Cooperative’s grower settlement model includes above factors. Such midsize cooperative may operate as a non-profit to manage the product storage and processing; brand development, sales and logistics; and grower and customer account management. Using its grower settlement model, it equitably distributes the proceeds from product sales among those growers whose products were included in shipments against the sales. Common expenses are proportionately allocated to the growers, while grower specific expenses are passed onto the grower. The cooperative retains about two percent of the proceeds to cover its operating expenses. Limited investment in IT in midsize cooperatives, and the burden that manual settlement process puts on employees limit the settlement to end of the season or to once a year. This may severely hampers growth due to needs on working capital. We selected turbo-charged Excel to implement an on-demand settlement system and provide additional capabilities of Grower Cooperative Analytics.

Grower Data Packinghouse Data Product Data On Demand Grower Settlement Statement Grower Analytics Packinghouse Analytics Market & Product Analytics T HE P ROJECT S treamline and automate grower settlement process, permit on-demand settlement, and define actionable intelligence that the cooperative and grower members can use for: better realization of revenue from shipped quantities in the season; in crop planning; and for the quality and cost management. The project would: Analyze settlement processes Design, implement, and deploy a Turbo-Charged (code VBA Macros) to create automated settlement system Train the employees of the cooperatives who will use it Consolidate data and automate calculations Generate the grower settlement statements Develop and deploy models for the grower analytics Must be Implemented in Turbo-Charged Excel, and utilize VBA to program needed macros T HE P ROJECT S treamline and automate grower settlement process, permit on-demand settlement, and define actionable intelligence that the cooperative and grower members can use for: better realization of revenue from shipped quantities in the season; in crop planning; and for the quality and cost management. The project would: Analyze settlement processes Design, implement, and deploy a Turbo-Charged (code VBA Macros) to create automated settlement system Train the employees of the cooperatives who will use it Consolidate data and automate calculations Generate the grower settlement statements Develop and deploy models for the grower analytics Must be Implemented in Turbo-Charged Excel, and utilize VBA to program needed macros C LICK FOR T HE N EXT S LIDE C LICK FOR T HE N EXT S LIDE Automate of Grower Settlement Process and Integrate Farm Cooperative Analytics

Grower Advance Payments Grower Expense Allocation Grower Direct Expenses Common Pooled Expenses Grower Quality Factor Grower Specific Adjustments Grower Price Premium Grower Price Discount Consolidation of Grower Product Price Data Price Product Data Shipped Product Quantity Data Grower Product Quantity Data Product Price Premium Discount Calculations On Demand Grower Settlement Statement Grower Analytics Packinghouse Analytics Market & Product Analytics Automation of Grower Settlement Process and Integration of Farm Cooperative Analytics C LICK FOR T HE N EXT S LIDE C LICK FOR T HE N EXT S LIDE

The Auto-run Dashboard C LICK FOR T HE N EXT S LIDE C LICK FOR T HE N EXT S LIDE

Optional Dashboard C LICK FOR T HE N EXT S LIDE C LICK FOR T HE N EXT S LIDE

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C LICK FOR T HE N EXT S LIDE C LICK FOR T HE N EXT S LIDE Non-standard Grower Adjustments Dashboard

Administration Dashboards C LICK FOR T HE N EXT S LIDE C LICK FOR T HE N EXT S LIDE