HomeMy WebLinkAboutCarlsbad Ranch Company LP; 2013-10-31; (7)CITY OF
CARLSBAD
Office of the. Mayor www.carlsbadca.gov
October 17, 2013
Chris Calkins
Carlsbad Ranch Company, L.P.
5600 Avenida Encinas, Ste #100
Carlsbad, CA 92008
SUBJECT: AGP 13-05 - AGRICULTURAL CONVERSION MITIGATION FEE GRANT FUNDING AGREEMENT
Dear Mr. Calkins,
In its meeting on September 10, 2013, the Carlsbad City Council approved the Agricultural Conversion
Mitigation Fee Ad Hoc Citizens Committee's recommendation to award your organization's funding
request of two hundred seventy-one thousand dollars ($271,000) in Agricultural Conversion Mitigation
Fee Grant funding. The funding is awarded for Agricultural Conversion Mitigation Fee Grant Project
(AGP) AGP 13-05 (Orchards and Field Crop Installation and Development), to permit the installation
and cultivation of an integrated food crop area on the Carlsbad Ranch; consisting of blueberries,
tangerines, hops, olives and pitahaya. A copy of City Council Resolution(s) No. 2013-230, which
approves the allocation of grant funding, is enclosed for your information.
LETTER OF AGREEMENT
\
This letter is to serve as a Letter of Agreement ("Agreement")'ifor disbursement of $217,000 in grant
funding from the Agricultural Conversion Mitigation Fee Grant Fiind to implement the orchards and field
crop installation and development, including: field preparation and infrastructure, crop installation;
cultural costs; field cultivation and maintenance; and overhead costs. Disbursement ofthe balance of
funds to complete subsequent phases of Carlsbad Ranch L.P.'s master plan will be subject to the
execution of separate funding agreements. All persons who signed the grant application must sign this
agreement. Please return the signed agreement along with:
1. The attached Annual Solicitation (Substitute W-9 Form), and
2. An updated project budget and schedule that describes the work tasks, estimated costs,
completion dates and disbursement schedule for those portions of the grant to be funded with
the $271,000 of awarded grant funding.
Release of Grant Funds
Once you have provided the information requested and satisfied the requirements specified above. City
staff will forward the Agreement to the Mayor for signature. Upon signature by the Mayor, staff will
begin the initial release of funds according to the approved funding schedule. Failure to successfully
implement any component of the project funded will result in funding reconsideration and possible
c.Ammi^m?.
^ 1200 Carlsbad Village Drive, Carlsbad, CA 92008-1949 T 760-434-2830 F 760-720-9461 ®
AGP 13-05-AGRICULTURAL CONVERSION MITIGATION FEE GRANT FUNDING AGREEMENT
October 17, 2013
Page 2
cessation of funding. In addition, funding not spent for its specified purpose must be returned to the
City immediately unless the City has approved "other purposes for which the funding may be utilized. If
you need to make changes in your project or schedule, please contact the Planning Division. Grant
recipients are required to recognize on all printed material, including interpretive signage installed
through this grant, that the project is funded in part or in full by the City of Carlsbad.
Reporting Requirements
Progress reports detailing accounting information on funds spent must be submitted with each
subsequent disbursement request, or annually from date each disbursement is made, whichever occurs
first. A final report on how the funds were spent and what the project accomplished must be filed with
the City of Carlsbad within thirty days of project completion. In addition, the grant recipient agrees to
maintain original records (including receipts) for at least five years from the date on which final grant
funds are disbursed and agrees to make them available to the City should the City request to audit
them.
Thank you for your participation in the Agricultural Conversion Mitigation Fee Grant process. Should
you have any questions, please feel free to contact Kevin Pointer in the Planning Division at (760) 602-
4620.
CA 01/2013
AGP 13-05 - AGRICULTURAL CONVERSION MITIGATION FEE GRANT FUNDING AGREEMENT
October 17, 2013
Page 3
ACKNOWLEDGED AND AGREED:
Carlsbad Ranch Company, L.P.:
By:^/;^/^
CITY OF CARLSBAD
By:_
ire) Matt Hall, Mayor
(Najne/Title)
By;
(Sig jre
(Name/Title)|^^^^^J^^-
Date;
(Chairman, president or vice-president and secretory, assistant secretary, CFO or assistant treasurer must
sign for corporations. Otherwise, the corporation must attach a resolution certified by the secretary or
assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation.)
(If signed by an individual partner, the partnership must attach 0 statement of partnership authorizing
the partner to execute this instrument).
APPROVED AS TO FORM:
CELIA A. BREWER, City Attorney
By:.
Assj^nt City Attorney
CA 01/2013
Carlsbad Ranch Company L.P,
Certification of Authority
The undersigned Lizbeth A. Ecke, as Secretary of Carltas Management, a California Corporation, hereby
certifies that the following resolution was adopted by the Board of Directors of Carltas Management, in
its capacity as General Partner ofthe General Partner of Carlsbad Ranch Company on September 23,
2013:
RESOLVED, Christopher C. Calkins as President, and Lizbeth A. Ecke as Secretary, are authorized and
directed to execute any all documents on behalf of Carlsbad Ranch Company LP. Carltas Company L.P.,
as General Partner of Carlsbad Ranch Company LP. with respect to acceptance of grants approved by
the Carlsbad City Council by resolution No. 2013-230, and to commit to any performance or other
obligations required thereunder.
Dated: October 23, 2013
A. Ecke
Secretary, Carltas Management
Ratification
By execution hereof Carltas Company L.P., a California Limited Partnership, as sole general and sole
limited partner of Carlsbad Ranch Company LP., hereby ratifies the foregoing resolution of Carltas
Management.
oration, its general partner
Lizl?eth A. Ecke, Secretary
ACMFP 2013 Grant
Carlsbad Ranch-Tillian Row
Orchard and Field Crop Installation and Development
Updated Grant Budget-10/22/2013
a. Budget Summarv f detail attached)
Total Costs (rounded)* $329,000
Grant requested $271,000
Direct funded by Applicant and Revenue $58,000
Not including indirect costs (property taxes, insurance, etc.)
b. Funding Schedule
November 15, 2013 $70,000
January 15, 2014 $106,000
January 15, 2015 $40,000
January 15, 2016 $55,000
Benchmarks: Work/ installation for each calendar year is set forth In detail on attached
Updated Budget Detail
Funding Timeline ~ . . -"
Blueberry Citrus Hops Olives Pltaya TOTALS
Z013
Crop Installation
Field Preparation and Infrastructure*
Cultural Costs
Field Cultivation and Maintenance
Overiiead Costs" S 25,945.00
S 9,120 00
27,351.00
5,305 00
1,000 00
S 6,806.00 S 6,806,00 S 6,806.00 S 6,806,00
S 9,120.00
54,575.00
5,305.00
1,000,00
Total Revenue
Total Cost • 42,776 00 6,806.00 6,806,00 6.806.00 6,806.00 70,000.00
2013 Net Request Funding S^^«.775;00 $ 6,806.00 S 6,806,00 $ 6,806.00 S 6,806.00
2013 Total Request Funding (rounded) S -70,000.00
2014
Crop Installation
Field Preparation and Infrastructure
Cultural Costs
Field Cultivation and Maintenance
Overhead Costs*
S 1,000.00
7,566.00
5,195.00
1,000.00
S 6,251,00
lEferisfooi
4,811,00
3,625,00
950.00
S 16,760,00
iMl8.3p2,0p;
3,968,00
3,525.00
750.00
S 2,325.00
4,204.00
2,000,00
1,000,00
S 3,600,00
4,385.00
3,625.00
1,250.00
S 28,936,00
43,958.00
24,934.00
18,070.00
4,950.00
Total Revenue ----, ,
Total Cost 14,761.00 22,089.00 43,405.00 15,881.00 24,712.00 120,848.00
2014 Net Request Funding S 11,761.00 S 19,139.00 S 40,655.00 S 12,881.00 $ 21,462.00
'2014 Total Request Funding (rounded) { S ~ 106,000.00
2015
Crop Installation
Field Preparation and Infrastructure
Cultural Costs
Field Cultivation and Maintenance
Overhead Costs*
S 1,000.00
9,163.00
3,538.00
1,000,00
S 138,00
1,000.00
4,577,00
1,520,00
950,00
S 142,00
229,00
7,285,00
4,255,00
750,00
S 122,00
1,000,00
3,895,00
1,000,00
1,258.00
4,603.00
1,250.00
S 402.00
4,487.00
29,523.00
9,313.00
4.950.00
Total Revenue 3,262.00 . 3,262.00
Total Cost 14,701.00 8,185.00 12,661.00 6,017.00 7,111.00 48,675.00
2015 Net Request Funding S 10,439.00 S 7,235.00 S 11,911.00 S 5,017.00 $ 5,861.00
'2015 Total Request Funding (rounded) :\1i.'.-<i];..Kk!# 'S ••'•ii:;iⅈ''&'40,ooo.oo;
2016
Field Preparation and Infrastructure
Cultural Costs
Field Cultivation and Maintenance
Overhead Costs'
S 1,000.00
9,775.00
10,800.00
1,000.00
S 1,000,00
5,986,00
1,530,00
950.00
5 232,00
8,010,00
5,080.00
750,00
S 1,000.00
6,201.00
22,013.00
1,000.00
S 1,263.00
5,396-00
4,770-00
1,250.00
S 4,495.00
35,368.00
44,193.00
4,950.00
Total Revenue 36,250.00 1,500.00 2.700.00 1,101.00 1.000.00 42,551.00
Total Cost 22,575,00 9,466.00 14,072.00 30,214.00 12,679.00 89.006.00
2016 Net Request Funding S S 7,016,00 S 10,622,00 S 28,113.00 S 10,429.00
.2016 Grant Request Funding (rounded) S . 55,000.00
2017
Field Preparation and Infrastructure
Cultural Costs
Field Cultivation and Maintenance
Overhead Costs*
S 1,000.00
9,775.00
10,800.00
1,000.00
S 1,000,00
7,403,00
2,077,00
950,00
S 232,00
8.177,00
5,695.00
400,00
S 1,000.00
7,915.00
4,785.00
1,000.00
S 1,269.00
6,432.00
4,270.00
1,250.00
$ 4,501.00
39,752.00
27,627.00
4,600.00
Total Revenue 37,500.00 12,000.00 14,500.00 21,243.50 25,000.00 110,243.50
Total Cost 22,575.00 11,430.00 14,504.00 14,700.00 13,271.00 76,480.00
2017 Total Funding -----
2017 Grant Request Funding (rounded) So.oo
llotal Cost frbunded) ., ni 329,000.00
jS.Year Net Request Funding perCfop $63;976.00 3 $40,196.00K$69,994.00 $52,817.00 ',$44,558.00
iTotal Net Request Funding.(rounded) $2711000.00
FOOTNOTE*; Overhead and Facility costs are absorbed by Applicant
Field Preparation and Infrastructure: Represented In detailed pfoforma as first year cost
Olive: Assumes 50% of revenue will be realized the following year due to winter/earty spring processing time.
Funding totals from the crop proforma, based on grow year, and the funding timeline, based on calendar year, are not cyclic but are equal.
K^'.Ti': i^iiJi:ProjHCted Costs per Pounds?
Crop Vear BAVfiolesale Year4/Retail
Blueberry S2.2S/pourd $6.25/pound
Crtras S.SO/pound S 2.00/pound
Hops S3.00/pcund S14, so/pound
Olive S7/bottie S $2.00/lb. S17,00/bottle&S10,00/lb.
Pitava Sl.OO/pound S2-50/pound
Tillian Row at the Carlsbad Ranch
Agricultural Mitigation Fee Program
Grant Applications
MAY 2 3 2013
CITY OF CARLSBAD
PLANNING DIVISION Orchards and Field Crop Installation'^anS'^ev^lfopmen^
Carlsbad Ranch Company
5/24/13
CITY OF ^"^py
CARLSBA[T#^
AGRICULTURAL CONVERSION MITIGATION FEE (ACMF) PROGRAM
GRANT APPLICATION FORM
This applicatioh;andallsuppbrtihg,dbcume rnustbe recieived no laterthan 5 p.m..on May 24,2013
Submit to:
City of Carlsbad
CbiTimunity & Ecohqmic p^^
Attn: Kevin Pbinfer, Assbciate Planner
1635 Faraday.Ayehue
Carlsbad/GA, 92008
FOR STAFF USE ONLY
Project Number: Project No.: AGP 13-05
^Project Name: Orchards and Field
Crop Installation and Development
Project Name: ^^^-^ Received: 5/23/13
Submittal Formatting Requirements
All submittals must be typed on 8 14 x 11 sized paper (drawing exhibits may be larger), and
applicants must provide twelve (12) full sets of all documents submitted. In addition to the
materials required below, applicants must also provide a one-page summary of the proposed
project. All documents submitted become the propertyof the City of Carlsbad. In addition to the
written application, projectproponents mav be asked to make a presentation tp the Committee.
Please complete the following application using the guidance provided on the "Application
Instructions" sheet. Applicants may attach additional pages, subject to the "Submittal Formatting
Requirements," above.
Name of Applicant: Carlsbad Ranch Companv. L.P.
Address: 5600 Avenida Encinas. Suite #100
Phone: (760) 431- 5600 Email: cccfalcarltas.com
Contact 1) Christopher Calkins (760) 431-5600X112
name phone
Contact 21 Lizbeth Ecke . . (760)431-5600X113
name phone
Please note: Successful applicants will be required to provide a Federal Tax ID Number or Social
Security Number before any grant funds are released.
Total Amount of Grant Request: S 271,000.00
Application niust be for a minimum of $2,500.00.
Page 1
I. ELIGIBILITY REQUIREMENTS
Projects MUST implement one of the four categories below to be eligible for a grant from the
ACMF fund. Please contact Associate Planner Kevjn Pointer at the City of Carlsbad (760-602-
4620 or kevin.pointer@carlsbadca.ROv) for further information.
Please indicate which ofthe followingfour categories the proposed project would implement:
Yes No
a) Restoration of the coastal and lagoon environment including but Q]
not limited to acquisition, management and/or restoration involving
wildlife habitat or open space Preservation;
b) Purchase and improvement of agricultural lands for continued Q]
agricultural production, or for the provision of research activities pr
ancillary uses necessary for the continued production pf agriculture
and/or aquaculture in the city's coastal zone; including, but not
limited to, farm worker housing;
c) Restoration of beaches for public use including, but not limited to
local ahd regional sand replenishment programs, vertical and lateral
beach access improverhents, trails, and other beach-related
improvements that enhance accessibility, and/or public use of
beaches;
d) Improvements to existing or proposed lagoon nature centers.
II. PROJECT DESCRIPTION. SCOPE. AND BENEFITS
1. Describe the proposed project. The description should a) provide sufficient detail for a
clear understanding ofthe proposed project; b) include clear intended outcomes ofthe project;
and, c) specifically address how the project satisfies the eligibility requirement(s). (Please
attach separately; maximum 3 typed 8 34 x 11 pages plus.drawings)
See Attached
2. How will the project benefit the citizens of Carlsbad?
See Attached
Page 2
ACMFP 2013 Grant Request
Carlsbad Ranch -Tillian Row
Orchards and Field Crop Installation and Development
IL Project Description, Scope, and Benefits
1. Project Description
The proposed project will permit the installation and cultivation to breakeven maturity of an integrated
food crop area north ofthe Flower Fields on the Carlsbad Ranch. The crop program, supported by the
grant, creates a base of fresh and processed products for retail sales
onsite. Funding in the amount of $271,000 dollars will provide funding
for the anticipated expenses of orchards and field for 5 targeted food
crops that have been identified as having unique characteristics for
public engagement and compatibility with Carlsbad's coastal climate
and soil. The 5 food crops are (1) blueberries, 2) tangerines (3) hops, (4)
olives, and (5) pitahaya-commonly own as dragon fruit.
Attached is a detailed economic analysis of each crop's stand-alone sustainability within 5 years.
The selected crops have demonstrated market appeal and increasing nutritional importance (except for
I Hops, which have their own place in overall mental health), require
' minimum pest and disease management, and at maturity provide an
inviting environment forthe public. The crops will permit an extension of
I the educational and public access programs at The Flower Fields® as well as
providing the opportunity for unique harvest activities- like first crush olive
loi! production, Carlsbad flavored and produced seasonal beers, etc. (X
Integration ofthe identified food crops and the construction of a direct market distribution facility, will
promote an economically sustainable farming operation in an urban
environment where large-scale farming is no longer competitive. By
creating a locally unique product the farm production will sell at a
premium to wholesale pricing when sold directly to the public, all the while
adding interest and diversifying the customer base for other locally
produced products sold at the Carlsbad Ranch.
2. Benefits to the Carlsbad community
The proposed grant will initiate an agricultural program that will help the
Carlsbad Community achieve the target of the 2006 public vote
(Proposition D) to identify and support an economically feasible
agricultural operation in the increasingly urbanized Carlsbad area.
The addition of cultivated fresh and processed food crops from a central
urban location will enhance the quality of life for Carlsbad locals and
visitors with high nutritional value food and locally grown floral products. The grant will support the
means of creating the intended farm environment allowing the long-term diversification of revenue and
sustaining agricultural production at the Carlsbad Ranch.
ill. PROJECT FEASIBILITY AND PLANNING
3. What permits/approvals (federal, state, local, other) will the project require? None
4. What is the time line for irtiplementation ofthe project? See Attached
5. How will the project be implemented? Identify specific milestones that would be used
to measure progress of project implementation and who will be responsible for
implementation. See Attached
IV. APPLICANT INFORMATION AND EXPERIENCE:
Individual applicants, please complete items 6 and 10 in this section (Section IV).
Organization/Agency applicants, please complete all items in this section.
6. Thisapplicant is a (an):
ni Individual FTI Organization (Non-Profit) [§P Organization (For Profit)
Ql Public Agency (State/Local) Q Other
7. a; Years in Business: ^20 Carlsbad Ranch Company, L.P. ("CRC") has no
b. Number of Employees:, . employees but acquires its service from its parent
c. Number of Volunteers: Carltas Company (16 employees) and its affiliate
CB Ranch Enterprises (The Flower Fields®).
NOTE: Ifthe applicant is ah organization/agency an oi'ganizatlonal chart is also required
for submittal.
8. Names of Officers and Board of Directors: (General Partner - Carltas Company)
Name: Title:
Christopher C. Calkins President .
James R. Bornemann Vice President / CFO
Lizbeth A. Ecke Director / Secretary
Paul Ecke III Director / Assistant Treasurer
Sara Ecke Mav Director
Page 3
ACMFP 2013 Grant Request '
Carlsbad Ranch -Tillian Row
Orchards and Field Crop Installation and Development
111. Project Feasibility and Planning
4. Timeline
Field preparation and infrastructure (irrigations systems, trellises etc.) 10/1/13-5/31/14
Crop Installation (plant material, planting, initial cultivation) 10/1/13-6/30/14
Ongoing grant supported field cultivation and maintenance 11/1/13-12/31/17
1'* Commercial crop harvest and trial sales 2/1/16-12/31/16
2""^ commercial crop with breakeven commercial sales 2/1/17-12/31/17
Breakeven sales - Grant support complete 12/31/17
5. Proiect implementation.
Attached in the budget document is a summary schedule of tasks and timing. Primary responsibility for
implementation will be with the applicant and primary farming services will be with Mellano and
Company, who currently provides farming services for The Flower Fields.
Each crop has a distinct timeline and schedule of installation, maturation, and ultimately production of a
marketable crop. The timeline above summarizes the periods during which each of the benchmark
activities will be conducted. The supplemental schedules in the appendix to the grant application show
detailed work for each year of the grant
9. What is the purpose or mission of your agency/organization? Within an overall mission to
hnlH and operate the Carlsbad Ranch property, the mission of CRC for its agricuhural land.^ rs as fnllow.s:
• To create an economicallv sustainable agricultural operation consistent with the standards-
vision, and policies of the City of Carlsbad .
• To support and enhance the continued viabilitv of floral production and distribution from
the Carlsbad ranch. , , . • .__
10. Describe applicant's experience in the project area. Through its affiliate CB Ranch Enterprises
(The Flower Fields) CRC has created and successfully operated an integrated visitor serving and floral
production and distribution business for more than 20 years, including all supporting infi-astructure.
In addition through an affiliate and CRC converted an abandoned circuit board plant and operated the
San Diego Internafional Floral Trade Center for 14 years. Finally, through its parent. CRC was
responsible for planning and developing the enfire Carlsbad Ranch of which the proiect site is a part.
V. FINANCIAL RESOURCES/BUDGET
All applicants must attach a budget and a proposed funding schedule for the proposed
project. After a grant has been awarded and prior to distribution of grant funds, the financial
condition of an agency/organization will be evaluated through submittal of either an audited
financial statement (encouraged/preferred); a reviewed financial statement; an IRS-990 tax
return; or other evidence of financial condition as agreed upon by the city. All applicants are
encouraged, but not required, to submit this documentation at the time of application
submittal.
11; If Other resources/funding will be used, please descrjbe all funding you have already
secured or anticipate securing for the proposed project, and identify the amount, type; status,
and source(s) of al) such funds. Please indicate if no other resources/funding will be used.
See Attached
12. Describe any previous city funding requested or received (for any project) in the past
five years. None
Page 4
ACMFP 2013 Grant Request
Carlsbad Ranch -Tillian Row
Orchard and Field Crop Installation and Development
V. Financial Resources /Budget
a. Budget Summarv (detail attached)
Total Costs (rounded)* $329,000
Grant requested • $271,000
Direct funded by Applicant and Revenue $58,000
Not including indirect costs (property taxes, insurance, etc.)
b. Funding Schedule
October 15, 2013 $70,000
January 15, 2014 $106,000
January 15, 2015 $40,000
January 15, 2016 $56,000
Benchmarks: Work/ installation for each calendar year is set forth in detail on attached
c. Financial Statements (attached)
11. Other Resources/funding.
11. Other Resources/Funding.
The crop plan has been developed over the past three years in consultation with resources at Cal Poly
San Luis Obispo and the UC Extension Service, as well as a variety of specialty crop consultants. In
addition work with landscape and engineering design for the growing areas, addressing some
hydrological issues with the site, and markefing and processing alternatives have been funded by
applicant. Direct costs to date exceed $70,000.
Indirect and management costs, and land related costs (property taxes, insurance, and assessments) wil
confinued to be funded by the applicant as well.
V. Budget Detail
•; ' Funding Timeline
• • •' ".,
v.. f • „
Blueberry Citrus Hops Olives Pitaya TOTAIS
2013
Crop Installation s 9,120.00 s 9,120.00
Field Preparation and Infrastructure* 27,351.00 s 6,806.00 s 6,806-00 S 6,806,00 S 6.805.00 54,575,00
Cultural Costs 5,305.00 5,305,00
Field Cultivation and Maintenance --
Overhead Costs' S 25,945.00 1,000.00 1,000.00
Total Revenue --Total Cost 42,776.00 6,806.00 6,806.00 6,806.00 6,806.00 70.000,00
2013 Net Request Funding s 41,776.00 S 6,806.00 S 6,806.00 $ 6,806.00 S 6,806.00
2013 Total Request Funding {rounded) S 69,000,00
2014
Crop Installation S 6,251,00 S 16,760.00 S 2,325.00 S 3,600,00 s 28,935,00
Field Preparation and Infrastructure s 1,000,00 6,452,00 18,302,00 6.352.00 11,852.00 43,958,00
Cultural Costs 7,566.00 4,811.00 3,968.00 4,204.00 4,385.00 24,934,00
Field Cultivation and Maintenance 5,195.00 3,625.00 3,625.00 2,000,00 3,625,00 18,070,00
Overhead Costs* 1.000,00 950.00 750,00 1,000,00 1,250.00 4,950,00
Total Revenue ------
Total Cost 14,761.00 22,089.00 43,405.00 15,881.00 24,712.00 120,848.00
2014 Net Request Funding $ 11,761,00 $ 19,139.00 $ 40,655.00 S 12,881.00 S 21,462,00
2014 Total Request Funding (rounded)
•
106,000.00
2015
Crop Installation $ 138.00 s 142.00 S 122.00 s 402.00
Field Preparation and Infrastructure S 1,000.00 1,000.00 229.00 1,000.00 1,258,00 4,487,00
Cultural Costs 9,163,00 4,577.00 7,285,00 3,895.00 4,603,00 29,523.00
Field Cultivation and Maintenance 3,538.00 1,520.00 4,255,00 9,313.00
Overhead Costs" 1,000.00 950.00 750,00 1,000,00 1,250,00 4,950.00
Total Revenue 3,262,00 ----3,262.00
Total Cost 14,701.00 8,185.00 12,661.00 6.017.00 7,111.00 48,675.00
2015 Net Request Funding $ 10,439.00 s 7,235.00 S 11,911.00 S 5.017,00 S 5,861.00
2015 Total Request Funding (rounded) . * s 40,000.00
2016
Field Preparation and Infrastructure S 1,000.00 s 1.000.00 S 232.00 S 1.000.00 S 1,253-00 $ 4,495.00
Cultural Costs 9,775.00 5.986.00 8,010,00 6,201.00 5,396,00 35,368.00
Field Cultivation and Maintenance 10,800.00 1.530.00 5,080.00 22,013.00 4,770,00 44,193.00
Overhead Costs' 1,000.00 950.00 750.00 1,000,00 1,250,00 4,950.00
Total Revenue 36,250,00 1,500.00 2,700.00 1,101.00 1,000.00 42,551.00
Total Cost 22,575.00 9,466.00 14,072.00 30,214.00 12,679.00 89,006.00
2016 Net Request Funding $ S 7,016.00 $ 10,622.00 S 28,113.00 S 10,429,00
2016 Grant Request Funding (rounded) S 56,000.00
2017
Field Preparation and Infrastructure $ 1,000,00 S 1,000.00 S 232.00 S 1,000.00 $ 1,269,00 S 4,501.00
Cultural Costs 9,775.00 7,403,00 8,177,00 7,915.00 6,482,00 39,752.00
Field Cultivation and Maintenance 10.800.00 2,077.00 5,695,00 4,785.00 4,270,00 27,627.00
Overhead Costs* 1,000,00 950,00 400,00 1,000.00 1,250.00 4,600-00
Total Revenue 37,500.00 12,000.00 14,500.00 21,243.50 25,000.00 110,243.50
Total Cost 22,575.00 11,430.00 14,504.00 14,700.00 13,271,00 76,480.00
2017Total Funding -----
2017 Grant Request Funding (rounded) ' > -So.oo
Total Cost (rounded) JL
|5 Year.Net Request Funding perXrop •$63;97G.O0 $40,196.00 $69,994.00 :$52,817i00|^;, • , , $44,S58.00[
329,000.00
Total lSiet Request Funding (rounded). '$27i;000.00
FOOTNOTE*; Overhead and Facility costs are absorbed by Applicant
Field Preparation and Infrastructure: Represented in detailed proforma as first year cost
Olive: Assumes 50% of revenue will be realized the following year due to winter/early spring processing time.
Funding totals from the crop proforma, based on grow year, and the funding timeline, based on calendar year, are not cyclic but are equal.
" , . Projected Costs per Pounds -
- •
Crop Vear 3/Wholesale Vear 4/Retail
Bljeberry 52.25/pound S6,2Vpoiinil
Citni! S.50/pound S2.00/pound
Hops S3.00/pound Sl4.50/pound
Olive S7/bottle&$2.00/lb. S17.00/bottle&S10.00/lb,
Sl.OO/pound S2,50/pound
VI. GENERAL COMMENTS/INFORMATION
13. Is there anything else you wish to make the Committee and C|ty Council aware of
regarding yourself, your organization, or your proposed project? As an example of the extension
of this agricultural program into existing outreach attached is a draft of materials for a program
utilizing blueberries as a focus. Other crops and similar programs will add a unique educational
Resource to the community. •. . -.
VII. DISCLOSURES/REQUIREMENTS/CERTIFICATION
Disclosures:
These grants niay be used in combination with funding from other sources or nriay be used for
projects for which other funds are not available. Project proponents must subniit a written
application. Pi-oject proponents may also be asked to make a presentation to the Committee.
The Agricultural Conversion Mitigatioii Fee Committee will review project proposals and will
recommend to the City Council those projects selected for funding. Final approval of funding
will require City Council approval. This grant opportunity may or may not be available annually
or after the first year, depending upon the number of meritoi-jbus proposals, the amount of
funds available, and the amount of funds ultimately awarded by City Council. Projects
approved for funding in the first year have no expressed or implied guarantee for future
funding. The full amount ofthe available funds may not be disbursed if there are not sufficient
meritorious applications. These grants will not be awarded on a first-come/first-serve basis but
w/ill be considered according to specific crjteria. Any project that is awarded funds will be
required to meet agreed-upon nnilestones. Failure to satisfy the agreed-upon milestones will
result in project reconsideration and possible cessation of funding. All documents submitted
become the property of the City of Carlsbad.
l/we.understand the information above:
Yes[x] NoD
Reporting Reduirerherits:
Grant recipients will be required to file with the City a report on how the funds were spent
annually, or when funds are spent, or at other agreed upon intervals (e.g., upon achievement of
a milestone), whichever comes first. Proof of project expenses (i.e., receipts) are required to be
held for at least two years (or longer if so specified in the Grant Funding Agreement), during
which time the City reserves the right to audit the records.
l/we agree to adhere to the funding and reporting requirements described above:
Yes[x] NoD
Pages
other Requirements
Grant recipients wjll be required to recognize on all printed material that the project is funded
fully or in part by the City of Carlsbad.
Certification:
We, the undersigned, do hereby attest that the above information is true and correct to the
best of our knowledge. (Two signatures required)
Title
Title
Date
Date''
1/3
INSTRUCTIONS AND APPLICATIONS FORM FEEDBACK
The Committee's intent is to make the application instructions and application form easy to
understand and complete. Therefore, we would appreciate you taking a few moments to
provide feedback on both. If there were instructions or questions that were confusing or
difficult to complete, please identify those areas on a separate sheet of paper and provide any
suggestions you may have. Suggestions and comments will be utilized to improve the function
and efficiency of future programs. Feedback regarding this process will not be revjewed as part
of the grant proposal consideration process and will in no v/ay impact project eligibility pr
consideration.
Pages
ACMFP 2013 Grant Request
Carlsbad Ranch - Tillian Row
Carlsbad Ranch Company Organizational Chart
Owned by Carltas
Company 1 Carlsbad Ranch
Company
President •
Christopher C.
Cailcins
Carlsbad Ranch
Restaurant '
Company, LLC
Vice-President
Lizbeth A. Ecke
CFO
James R.
Bornemann
Lot 3
Carlsbad Ranch
Mellano and
Company
Farming
Carltas Staff
Management
CARLSBAD RANCH COMPANY, L.P.
BALANCE SHEET
DECEMBER 31,2012
(Tax Basis - Unaudited)
ASSETS
Accounts Receivable- Carltas $ 298,173
Property - Land 1,008,510
Investment in CRRC 698,559
Total Assets $ 2,005,242
LIABILITIES AND CAPITAL
Capital Carltas $ 1,981,592
Carltas Mgmt Co. 23,649
Total Capital 2,005.241
Total Liabilities & Capital $ 2,005,241
Carlsbad Ranch Company 2012 Tax Basis Financial Statements 5/22/2013
CARLSBAD RANCH COMPANY, L.P.
INCOME STATEMENT
DECEMBER 31,2012
(Tax Basis - Unaudited)
INCOME
Land Rent Income
Management Fee Income
Guarantee Payment [CRRC]
Total Income
22,500
8,425
73,759
104,684
EXPENSES
Consultants
Property Taxes
Property Expense
Insurance/Bonds
Accounting
Taxes - State
Association Fees
Travel
Printing
Postage/supplies
Government Fees
Total Expenses
136,310
22,872
805
238
1,583
800
8,559
5,280
4,510
38
12,632
193,627
Net Income (Loss) $ (88,943)
Carlsbad Ranch Company 2012 Tax Basis Financial Statements 5/22/2013
I
I
I
I
I
I
I
I
I
I
I
Application
School IMame
Street Address.
City, State, Zip_
Contact Person^
School Phone
Home Telephone,
E-mail Address
Title I
% of Free & Reduced lunches
Grade
Total number of kids participating
In program (if known):
Date you would like to visit The Flower Fields®
1st Choice Date: Time:
2nd Choice Date: Time:.
Register promptly as this program is limited to
4,000 students.
Fun Facts!
About Bliicberries
Today we can lia^'c ftesli blueberries with our
cereal nil year round. During our winter
months, fresh blueberries come from Cliile
and Argentina where it's summertime,
A single busli can produce as many as 6,000
blueberries a year.
There are only diree fruits native to North
America: blueberries, cranberries and con-
cord grapes.
Botanists estimate diat blueberries Iiave been
around for more dian 13,000 years.
Native Americans gave blueberries to the
new setders, helping them to make it through
dieir first winter.
How much fruit
Do kids need each day?
Girls & Boys 2-3 years old 1 cup
|Giris
Boys
4-8 years old 1 to 1 to I'/a cups
9-18 years old I'/i cups
9-13 years old I'/a cups
14-18 years old 2 cups
Visit \™'\v.MyPyramid.go^• for morc infonnation
Please mail or fax completed application to:
CB Rancli Bnleqarises
5600 Avenida Encinas #100
Cadsbad, CA 92008
Attn: Joui Miriiigoff
Plione: (760) 930-9123, ext, 118
Fax: (760) 431-9020
EDUCATIONAL PROGRAMS
2013
Presents a Free
"Very Berry Blueberry"
Program
Fot Title I Students
or
Camp Pendleton Schools
Program Includes:
Busing
A blueberry bush for the class
All growing materials
Access to online activity sheets
Blueberry experiments
Class video recorder
An andque tractor wagon ride
Vermicompo sting, art, and music
CaU: (760) 930-9123, ext. 118
Ot visit www.theflowerfields.com
TOTAL COSTS
I. Field Preparation and Infrastructure
1. Land Prep Costs:
A. Soil Analysis X 3
B. Water Analysis with report
C. Soii Preparation
i. Clear
Grow Year
Deep Rip
Disk
Soil Amendment
Land Level
Acidification
Mulch and nutrient incorporation
Incorporation
Mulch material
Slow release Nitrogen
Iron Sulfate
Finish Disk
1st
1,125.00
135.00
1,000.00
96.00
3,200.00
1,600.00
1,100.00
432.00
2,700.00
475,00
6,700,00
300.00
700,00
540.00
Projected Costs Per Year
2nci 3rd 4th TOTAL
1,125.00
135.00
1,000-00
96.00
3.200.00
1,600.00
1,100,00
432,00
2,700.00
475,00
5,700.00
300,00
700,00
540.00
Total Land Prep Costs: 20,103.00 20.103.00
2. Pre Planting Costs:
A. Build Berms
Trellis System
Tractor
Materials:
Labor
Materials
Top Mulch: 150yd3
Shipping
C. Irrigation System .
D, Injector
L Flag Field for Tree Location and DrUI Holes
1,000.00
4,200.00
4,400.00
12,000.00
53,530.00
1,500.00
800.00
208.40
150.00
4,100.00
213.20
150,00
4,100.00
219.20
150,00
4,100,00
1,000.00
4,200.00
5,040.80
12,450.00
65,830.00
1,500.00
800.00
Total Pre Planting Cost: 77,430,00 4,458,40 4,463.20 4.469.20 90,820.80
II. Crop Installation Costs
A. Plant Material
Plant
Labor
Wrap
32.291,50
5,365.20
400.00
182.00
221,00
32,473.50
5,586.20
400.00
Total Crop Installation Costs 38,056.70 403.00 38,459.70
TOTAL COSTS
Projected Costs Per Year
Grow Year 1st 2nd 3rd 4th TOTAL
III. Cultural Costs
A. Irrigation ----
i Water S 5,011.77 S 9,761,82 S 12,865.54 $ 15,872,72 S 43,511.84
ii Water Analysts with Report -232,00 232,00 232.00 695.00
iii. Maintenance acidification 432.00 548.00 864.00 864.00 2,808,00
B. Soil Analysis X 3 1,125,00 1,125.00 1,125.00 3,375,00
C. Fertilize -----
i Leaf Analysis 322,40 414,40 414,40 414,40 1,565.60
ii Nutrients 700,00 2,335,00 2,460.00 2,650.00 8,145,00
iti SulPoMg --75,00 75.00
iv Zinc Sulfate 36% --75,00 75.00
V Soil Amendment - Gypsum 150,00 150.00 150,00 450.00
vi. Iron Chelate -120,00 120,00 120.00 360.00
D. Canopy Management 1,800.00 1,900.00 1,900.00 2,400,00 8,000.00
i Materials • 1,700,00 ---1,700.00
ii Trim Suckers 778,50 896.14 920,36 -2,595,00
iii Prune 144,00 316.80 489,60 2,368,80 3,319.20
iv Train --20.00 -20.00
v. Shred and dispose of pruning 48,00 105.60 108,80 170.40 432,80
vi. Thin ----
E, Weed Management ----.
i Pre-emergent herbicide 1.000.00 700.00 700,00 700.00 3.100,00
iii Hand Weeding 1,800.00 1,782.00 2,486.00 1,903.50 7,971,50
ii Coarse Mulch 1,700,00 1.790,00 2,120,00 1,820.00 7,430,00
iv Cover Crop 300.00 320.00 630.00 340.00 1,590.00
F, Insect Pest Management 700.00 900.00 1,100.00 1,200.00 3,900.00
i OFF Kit --1,152.00 1,152.00 2,304.00
ii Olive Fruit FiyGF-120 ---386,90 386.90
G. Fungicide 69,00 304.00 334.00 364,00 1,071.00
H, Vertebrate Pest Management ---
i Owl Box (2) 1,184.00 105,60 108.80 112,80 1,511.20
ii Raptor Perch (3) 784.00 ---784,00
iii Gopher' 1.450.00 950,00 1,050,00 1,150.00 4,600,00
1. Pollinate 300,00 526.40 1,315,20 2,241,60
J. Pickup truck/ATV use 500.00 520.00 530,00 540.00 2,090,00
K. Misc, 2,250.00 2,250.00 2,250.00 2,250.00 9,000.00
Total Cultural Costs $ 22,673.67 S 27.926.36 $ 34,756.90 S 39,751.72 $ 125,108.64
TOTAL COSTS
Projected Costs Per Year
Grow Year 1st 2nd 3rd 4th TOTAL
IV. Field Cultivation and Maintenance Costs
1. Harvest Costs
A. Picking
B. Equipment/iviaterials
C. Hauling: Diesel for Pickup Truck
D. Facility
-
$ 1,755,60
4,800.00
40.00
S 9,108.50
10,300.00
80,00
S 18,967,80
300.00
80.00
S 29.831,90
15,400.00
200,00
Total Harvest Costs S S 6,595.60 $ 19,483.50 S 19,347.80 $ 45,431.90
2. Post Harvest Costs
A. Sanitation
6. Processing
i. Custom crush
ii. Bottle, label and store
C. Processing equipment and materials
D. Facility
E. Packing
i. Materials
ii. Labor
F. General processing labor
G. Refrigeration Unit
H. Utilities*
H. Chemical Analysis
I. Marketing
s
$ 10,000.00
6,500.00
750.00
S 287.50
406.02
12,000,00
200,00
200.00
2,450.00
150.00
1,750,00
S 1,150.00
1,630.14
750.00
200.00
200,00
2,450,00
150.00
1,750,00
$ 1,437.50
2,036.16
12,750.00
10,000,00
400.00
400,00
6,500.00
4,150,00
300.00
$3,500.00
Total Post Harvest Costs s S 17,250.00 S 17.443.52 $ 8,280.14 $ 41,473,66
V. Overhead Costs
Office Expense
Liability Insurance
Utilities
Field Sanitation
Property Taxes
Field Equipment Rental
Field Management
Management
Investment Repairs
Administrative Costs
Organic Certification
S 900.00
200,00
1,900.00
1,600.00
S 900.00
200,00
. 1,900,00
1,600.00
S 900,00
200.00
. 2,150,00
1,500,00
S 900.00
200.00
2,150.00
1,600.00
$ 3,600.00
800,00
8,100.00
6,40000
Total Line Item Costs $ 4.600.00 S 4,600,00 $ 4,600,00 $ 4,600.00 $ 18.400.00
Total Revenue SO.OO $0.00 $9,563.50 $106,493.00 S 116.056.50
Total Costs $ 162,863.37 S 61,262.56 S 80,783.72 S 76,483.46 $ 381,393.10
[Net Request Funding Per Grow Year H 158,263.37 $ 46.662.56 $ 66,620.22 $
NOTE: Tliough the total request funding remains the same, the New Request Funding Per Grow Year was miscalculated due to cell misalignment.
This sheet contains the correrted totals (highlighted In yellow). Total Request Funding $271,546.14
Yield Per Acre (pounds} Annual 10% H20 Increase per Acre Inch
Crop Year 1 Year 2 Year 3 Year 4 2013 Yr. 1 S124,52
Olive --1.OOO.0O 6,000,00 2014 Yr, 2 S135.95
Citrus --3,000.00 6,000,00 2015 Yr. 3 S150,64
Blueberry --1,450.00 2,800,00 2016 Yr. 4 S155,70
Hops 900,00 1,000.00 2017 Yr, 5 $182.27
Pitahaya -1,000.00 10,000,00 2018 Yr. 6 $200,50
One Acre Blueberry Proforma
I. Field Preparation and Infrastructure Costs
1, Land Prep Costs
A. Soil Analysis X 3
B. Water Analysis with Report
C. Soil Prep'
lx.
Clear
Deep Rip
Disk
Soil Amendment - Gypsum
Land Level
Acidification*
Mulch and nutrient incorporation '
Incorporation
Mulch material
Slow release Nitrogen
Iron Sulfate
Finish Disk
Total Land Prep Costs
2. Pre-Plant Costs
i. Tractor
ii Materials:
Trellis System
i. Labor
li. Materials
Irrigation System*
Injector*
Flag Field and drill holes
Top Mulch: ISOyda
Shipplr^g
Total Pre-Plant Costs
II. Crop Installation Costs
A. Plant Material
B. Plantmg
I. Labor
iL Wrap
Total Crop Installation Costs
S 225.00
27,00
1,000,00
2,700.00
225.00
6,aoo,oo
100.00
100.00
108.00
511.185,00
500.00
3,900.00
11,306.00
300.00
160.00
516,166.00
S 7,380,50
1,740.00
59,120,50
Projected Costs Per Acre
$0.0Q
1,000.00
51,000.00
SO.0O
S0.00
1,000.00
51,000.00
50.00
4th
So.oo
1,000.00
51,000.00
50.00
225.00
27.00
1,000.00
2,700.00
225.00
6,400.00
100-00
100.00
108.00
11,185.00
500.00
3,900.00
14,306.00
300,00
160.00
19,166.00
7,380.50
1,740.00
9,120.50
Cost from Soil and Plant Lab
Cost from Soil and Plant Lab
Mellano Flower Company
5150/ton
Labor and diesel
Labor and diesel
Labor and diesel
West Coast Forest Cinder
Included in section C, viii.
Annual maintenance allowance
Labor and materials
1455 plants @ S4.90/plant
Labor (6 minutes per plant)
One Acre Blueberry Proforma
Grow Year
. Cultural Costs
Irrigate
I Water'
ii Water Analysis with Report X 2'
iii. Maintenance acidification*
Soil Analysis X 3
Fertilize:
1 Leaf Analysis
ii Nitrogen*
iii SulPoMg
iv Zinc Sulfate 36%
V Soil Amendment - Gypsum
vi. Iron Chelate
Canopy Management
1. Materials
li. Trim Suckers
iii Prune
iv Train
V Shred and Dispose of pruning:
vi. Thin
Weed Management
•(. Herbicide
ii. Hand
lii. Cover Crop - seed, labor and water
V. Mulch
Insect Pest Mgmt.
1 OFF Kit
(i Olive Fruit Fly GF-120
Disease Mgmt,
Vertebrate Pest Management
1. Owl Box (2)
il Raptor Perch (3)
iii. Gopher
Pollinate
ATV/Pickup Truck
Misc.
Total Cultural Costs
1,491.00
432.00
400.00
144.00
300.00
600.00
100,00
296-00
196.00
300.00
100.00
500.00
5,305.40
Projected costs Per Acre
2nd
2,465.10
46.40
648.00
225.00
45,40
1,000.00
315.80
52.80
300.00
660.00
100,00
200.00
300.00
100.00
500.00
57,566.90
3rd
3,615,36
46,40
854,00
225,00
45.40
1,000.00
489.60
54-40
300-00
680,00
100.00
400-00
225,00
300,00
100,00
500,00
59,163.36
4th
3,976,80
46.40
864,00
225,00
46,40
1,000,00
676,80
56,40
300.00
705,00
100,00
400.00
250.00
300.00
100,00
500,00
59,775.00
11,548,26
139,20
2,808,00
675,00
185,60
3,000,00
360,00
400,00
1,627,20
163,60
1,200,00
2,645,00
400,00
1,600.00
210,00
377,80
196.00
975.00
900-00
400.00
2,000-00
31,810.66
Soil & Plant Lab.
Soil & Plant Lab.
Soil & Plant Lab
Average cost
Loppers, dippers, han/est materials
Labor
Labor
Labor and materials
50 man hour allowance
Labor and materials
Allowance
Labor and materials
Material, labor, maintenance
Material and labor
Traps and Labor
Beehive rental
Fuel
Allowance
One Acre Blueberry Proforma
IV. Field Cultivation and Maintenance Costs
1, Harvest Costs
A, Picking'
B, Equipment/Materials
C, Hauling
D Facility
Total Harvest Costs
2. Post Harvest Costs
A, Sanitation
B, Processing
i. Custom crush
ii. Bottle, label and store
Processing equipment and materials
Facility"
Packing
1. Materials
il. Labor
General processing labor
Refrigeration Unit'
Utilities*
Chemical Analysis
Marketing
Total Post Harvest Costs
V. Overhead Costs*
Office Expense
Liability Insurance
Utilities*
Field Sanitation
Property Taxes
Field Equipment Rental
Field Management*
Management
Investment Repairs
Administrative Costs
Organic Certification
Total Overhead Costs
50.00
SO.OO
200.00
50.00
SOO
51,000.00
Projected Costs Per Acre
S 800-00
20-00
S820.0Q
2,000-00
1,525.00
750.00
54,375,00
200,00
50,00
500
51,000.00
3rd
2,218-50
300-00
20.00
52,538.50
250.00
51,000.00
200.00
50,00
SOO
51,000,00
4th
9,480.00
300.00
20.00
59,800.00
250,00
51,000,00
200,00
50,00
500,00
51,000,00
Total Costs
50.00
542.776.90
50.00
514,761.90
53,262.50
514,701.85
536,250.00
11.698,50
1,400,00
60,00
13,158,50
2,000,00
1,625.00
2,250.00
500.00
6,375.00
800.00
200.00
2,000.00
1,000,00
39,512.50
522,575.00 594,815.66
Harvest equipment
Labor and Diesel
Cost to run refrigeration unil
Office, other non farm operation
I Net Request Funding Per Grow Year 541,776.90 511,761:901 510,439.36! 50.00
Total Request Funding $63,978.16
Labor rate: includes the cost cf employee benefits and realized 2ed year lOH cost increase and thereafter a 3% annual cost increase.
Soil Prep: Tractor with spreader and disk, 20 hours at SSO/hour Includes the cost of labor and dieseL The Applicant owns the equipment.
Acidification: Custom applicator; Verdegall Brothers, and cost of Irrigation water and over head sprinklers.
Mulch and nutrient incorparation: Tractor, spreader and disk (owned bv Applicant), Mulch (200yd3 double grind redwood @ S27/yd3 and 51000 delivery from West Coast Forest
and Cinder Products, Slow Release Nitrogen [General cost of inorganic nitrogen (ISOlbs. including labor. Iron Sulfate [general cost including labor)
Irrigation system: Includes the cost of the mainline Irrigation system and is allocated prorated equally among all crops.
Injector Allocated prorated equally among all crops.
Water: 24,S4/acre inch including an annual 10% expected rate increase.
Water Analysis: Allocated prorated equally among all crops
Maintenance acidification: Cost of citric acid (51/pound ^ $36/acre inch).
Nitrogen: Average cost agriliter (organic fish fertilizer) per ton (17S pounds N/Ton),
Picking: Realizes expected annual labor rate increase (Including employee benefits)
Utilities: Allocated prorated equally among all crops
Facility: Shaded packing area an, 5I0,O0/ft2 (includes all materials and labor). Cost absorbed by the Applicant
Overhead Costs: Absorbed by the Applicant
NET RETURNS PER ACRE ABOVE TOTAL COSTS
Yield (pounds/acre)
S/Lbs
2000.00 1 3000,00 | 4000.00 5000.00 1 6000.00 | 7000.00 | 8000,00 | 9000,00 10000.00 1 11000.00 1 12000.00 1 13000.00 1 14000.00 | 15000.00
S/Lbs $12,900.00 $21,600.00 528,000.00 S/Lbs
Year 3 Year4 Year 5
S 2.25 S (8,400,001 S (6,150,00) $ (3,900.00) S (10,350,00) S (8,100.00) S (5,850,00) S (3,600.00) S (1,350.00) S (5.500.00) S (3,250.00) S (1,000,00) S 1,250,00 $ 3,500,00 S 5,75000 Avg. Wholesale |
S 4.25
5 4.75
S 5.00
S 5.25
5 5.75
$ 6.00
S (4,400,00)
S (3,400,00)
5 (2,900,00)
S (2,400,00)
S (1,400.00)
5 (900.00)
$ (150,00)
S 1,350,00
S 2,100,00
S 2,850,00
S 4,350.00
S 5,100.00
$ 4,100.00
$ 6,100.00
S 7,100,00
S 8,100,00
S 10,100,00
$ 11.100.00
S (350,00)
$ 2,150.00
S 3,400.00
S 4,650.00
S 7,150,00
S 8,400,00
$ 3,900.00
S 6,900.00
$ " 8,400,00
S 9,900,00
$ 12,900.00
$ 14,400.00
S 8,150.00
$ 11,650.00
$ 13,400.00
$ 15,150.00
S 18,550.00
S 20.400.00
S 12,40000
S 16,400.00
S 18,400.00
S 20.400.00
S 24.400.00
S 26,400.00
S 16,650.00
S 21,15000
5 23,40000
S 25,650.00
S 30,150.00
S 32.400.00
S 14,500.00
S 19,500,00
S 22,000,00
$ 24,500.00
5 29,500-00
$ 32,000.00
S 18,750.00
$ 24,250.00
S 27,000.00
S 29,750.00
S 35,250.00
5 38,000,00
S 23,000,00
S 29,000.00
S 32,000.00
S 35,000.00
$ 41,000.00
S 44,000,00
S 27,250,00
S 33,750,00
S 37,000,00
S 40250,00
$ 46,750.00
$ 50,000.00
$ 31,500.00
$ 38,500.00
S 42,000.00
$ 45,500,00
$ 52,500,00
S 55,000.00
S 35,75000
S 43,250.00
S 47,000.00
$ 50,750.00
$ 58,250,00
S 62,000,00
$ 6.25 S (400.00) S 5,850.00 S 12,100.00 S 9,650.00 $ 15,900.00 S 22,150.00 S 28,400,00 S 34,65000 S 34,500.00 S 40,750,00 S 47,000.00 S 53,250.00 S 59,500.00 S 65,750.00 Avg, Retail |
$ 6.75
S 7.00
S 600.00
S 1,100.00
S 7,350.00
S 8,100.00
S 14,100.00
S 15.100.00
S 12,150,00
S 13,400.00
$ 18,900.00
S 20,400,00
S 25,650.00
S 27,400,00
5 32,400.00
S 34,400.00
S 39,150,00
S 41,400,00
S 39,500.00
S 42,000.00
S 46,250.00
S 49,000.00
S 53,000.00
S 56,000.00
S 59,750,00
S 63,000,00
$ 66,500,00
S 70.000,00
S 73,250.00
$ 77,000.00
Average Yield (lbs.) Projections
Year Pounds/bush Total Pounds
2 NA • NA
3 1 1,450
4 4 5,800
5 10 14,500
Average 11 15,000
Low NA NA
Hifih NA 18,000
Fig: UC Cooperative Extension
One Acre Citrus Proforma
Grow Year
I. Field Preparation and Infrastructure
1. Land Prep Costs:
A, Soil Analysis X 3
B, Water Analysis with report
C, Soil Preparation
I, Clear
Deep Rip
Disk
Soil Amendment
Land Level
Acidification
Mulch and nutrient incorporation
Incorporation
Mulch material
Slow release Nitrogen
Iron Sulfate
Finish Disk
Total Land Prep Costs:
2. Pre Plant Costs:
A, Build Berms
Tractor
Materials: Top Mulch: 150yd3
Shipping
Trellis System
i. Labor
ii, Materiais
Irrigation System'
Iniector*
Flag Field for Tree Location and Drill Holes
Total Pre Plant
II. Crop Installation
A, • Plant Material
B, Plant
Labor
Wrap-
Total Plant!n(} Cost
225-00
27-00
24,00
800.00
400.00
200.00
108,00
100.00
108.00
$1,992.00
5 10,806.00
300.00
160.00
$11.266.00
5,535.00
415.20
300.00
$6,251.20
Projected Costs Per Year
$ 1,000.00
$1,000.00
S 112.00
26.20
$138.20
S 1,000,00
$1,000.00
S 1,000.00
$1,000.00
TOTAL
225.00
27.00
24.00
800.00
400.00
200.00
108.00
100,00
108,00
1,992.00
S 13,806.00
300-00
160-00
S 14,266.00
5,648.00
441.40
300.00
6,389.40
NOTES
Soil & Plant Lab
Soil & Plant Lab
Labor
Cost of labor, rental and diesel
Cost of labor and diesel
Gypsum {5150/ton)
Cost of labor and diesel
Cost of labor and Diesel
Labor and materials
Labor and materials
Sl6/tree from Brokaw Nursery (346)
6 minutes per tree
Grow tubes (560/200 piece pack)
One~Acre Citrus Proforrria
Projected Costs Per Year
Grow Year 1 2 3 4 TOTAL NOTES
ill. Cultural Costs -
A. Irrigation -i Water' $ 410.92 S 1,013.43 S 1,735.93 $ 2,816.90 $ 5,977-17
ii Water Analysis with Report 46.40 46.40 46.40 139-20 Soil St Plant Lab
iii. Maintenance acidification ----
B. Soil Analysis X 3 -225.00 225,00 225,00 675-00 Soil & Plant Lab
C, Fertilize
i Leaf Analysis 92.00 92.00 92.00 92.00 358.00 Soil & Plant Lab
ii Nutrients 90.00 180.00 270.00 460.00 1,000.00 Amount based on leaf analysis
iii SulPoMg ---75.00 75-00 Amount based an leaf analysis
Iv Zinc Sulfate 36% ---75.00 75-00 Amount based on leaf analysis
V Soil Amendment - Gypsum 150.00 150,00 150.00 450.00 Hydrated gypsum @ Sl50/ton
vi. Iron Chelate -•
•
--D. Canopy Management ----
1 Materials' 400.00 400.00
ii Trim Suckers 778.50 896.14 920.36 -2,595.00 S2,25/tree with annual rate increase
iii Prune ---1,038.00 1,038.00 Hedge, top. skirt @ 53/tree
iv Train -----
V-Shred and dispose of pruning 48.00 S2.80 54.40 56.40 211.60 Diesel and labor
vi. Thin ----
E. Weed Management -
i Herbicide 300.00 ---300.00 Material and Labor
iii Hand Weeding 600.00 660,00 680.00 705.00 2,645.00 SO hours labor
ii Coarse Mulch 300,00 300.00 600.00 3 truck loads @ 5100/load
iv Cover Crop 100.00 110,00 115.00 120.00 445.00 Labor, material and diesel
F. Insect Pest
i
li
Management
OFF Kit
Olive Fruit Fly GF-120
300.00 300.00 500.00 500.00 1,700.00 Material and Labor
G. Fungicide -25,00 45,00 65.00 135.00 Copper Sulfate S Hydrated Lime
H. Vertebrate Pest Management -
i Owl Box (2) 296.00 26.40 27,20 28.20 377.80 Materials and maintenance
li Raptor Perch (3) 196.00 -196,00 Material ($150) and Labor
lil Gopher 300.00 200,00 225,00 250.00 975.00 Traps and Labor
1. Pollinate -----
J. Pickup truck/ATV use 100.00 100.00 100,00 100.00 400-00 Fuel
K. Misc. 500.00 500.00 500,00 500.00 2,000.00 Repairs, diesel, labor, materials
1 Total Cultural Costs $4,811.42 54,577.17 $5,986.29 $7,402.90 $ 22,777,77
One Acre Citrus Proforma
Grow Year
IV. Field Cultivation and Maintenance
1- Harvest Costs
A. Picking
B. Equipment/Materials*
C. Hauling: Diesel for Pickup Truck
D. Facility
Total Harvest Costs
2. Post Harvest Costs
Sanitation
Processing
i. Custom crush
ii- Bottle, label and store
Processing equipment and materials
Facility *
Packing
i. Materials
ri. Labor
General processing labor
Refrigeration Unit*
Utilities'
Chemical Analysis
Marketing
Total Post Hanrest Costs
V. Overhead Costs*
Office Expense
Liability Insurance
Utilities*
Field Sanitation
Property Taxes
Field Equipment Rental
Field Management*
Management
Investment Repairs
Administrative Costs
Organic Certification
Total Overhead Costs
200.00
500.00
250,00
$950.00
Projected Costs PerYear
S 1,500.00
20.00
$1,520,00
$ 2,000,00
1,625.00
$3.625.00
$ 200.00
500,00
250,00
$950.00
S 510.00
20.00
$530.00
$ 750,00
250.00
$1,000.00
$ 200.00
500.00
250.00
$950.00
S 1,057.50
20.00
$1,077,50
$ 750.00
250.00
$1,000.00
S 200.00
500.00
250.00
$950.00
Revenue*
Total Cost $25,270.62 $11,810.37
$1,500.001 $12,000.00
59,466.29 $11,430.40
TOTAL
S 1,567,50
1,500,00
60,00
|Net Request Funding PerGrowYear $24,320.62| $8,860.37| S7,016.29| $
3,127.50
2,000.00
1,625,00
1,500.00
500-00
5,625.00
S 800.00
2,000.00
1,000.00
3.800.00
13,500.00
57.977,67
NOTES
Total Request Funding
Footnote*: Labor rate: includes the cost of employee benefits and realized 2edyear 10% cost increase and thereafter a 3% annual cost Increase,
Water Analysis with report: Allocated prorated equally among all crops.
Irrigation system: Cost for mainline and crop irrigation system,
injector: Allocated prorated equally among all crops
Water: 24,54/acre inch Including 10% expected rate increase
Materials: toppers (8 (§> 540) 5 gallon buckets, bleach and sharpening tools
Equipment Materials: Clippers (10 @ 40/clipper), Harvest bins, harvest bags, buckets, bleach, sharpening materials
Refrigeration Unit: Allocated prorated equally among all crops
Utilities; Allocated prorated equally among all crops
Facility: Shaded packing area and dry house for processing hops. 510.O0/ft2 (includes all materials and labor).
Overhead Costs: Absorbed by the Applicant
80 Ib./hour with annual rate Increase
Labor and diesel
Office, other non farm operation
$40,197.27
NET RETURNS ABOVE TOTAL COSTS
Number of Pounds per Acre
s/
pound
2000,00 1 3000,00 | 4000,00 | 5000,00 6000.00 10000,00 15000.00 20000.00 | 30000.00 | 35000.00 | 40000,00 | 45000.00 j 50000,00 | 60000,00 | 70000,00 s/
pound $7,070,00 57.700.00 58,500.00 $15,000.00 s/
pound Year 3 Year 4 Years Years Ave Year
$ 0,50 $ (6,070,00) S (5,570,00) 5 (5,070.00) S (4,570,00) S (4,700,00) S (3,500.00) S (7,500,00) $ (5,000.00) S 5 2,500,00 5 5,000,00 S 7,500.00 S 10,000,00 S 15,00000 5 20,000.00 Rrraii 1
Sl.75
$ 2,00
S (3,570,00)
S (3,070,00)
S (1,820,00)
S [1,070,00)
5 (70.00) S 1,680,00
S 2,930,00
S 2,800,00
S 4,300,00
$ 9,000.00
$ 11,500.00
S 11,250,00
S 15,000,00
5 20,000.00
S 25,000,00
S 37,500.00
5 45,000,00
S 46,250,00
S 55,000.00
$ 55,000,00
S 65,000,00
S 63,750.00
S 75,000.00
5 72,500,00
S 85,000,00
S 90,000,00
S 105,000,00
5 107,500.00
S 125,000,00
Sl.75
$ 2,00
S (3,570,00)
S (3,070,00)
S (1,820,00)
S [1,070,00) 5 930.00
S 1,680,00
S 2,930,00
S 2,800,00
S 4,300,00
$ 9,000.00
$ 11,500.00
S 11,250,00
S 15,000,00
5 20,000.00
S 25,000,00
S 37,500.00
5 45,000,00
S 46,250,00
S 55,000.00
$ 55,000,00
S 65,000,00
S 63,750.00
S 75,000.00
5 72,500,00
S 85,000,00
S 90,000,00
S 105,000,00
5 107,500.00
S 125,000,00
$2.25 S (2,570,00) S (320,00) 5 1,930.00 S 4,180,00 5 5,800.00 S 14,000.00 S 18,750,00 S 30,000,00 S 52,500,00 $ 63,750.00 S 75,000.00 S 86,250,00 S 97,500,00 S 120,000,00 S 142,500,00 Wholeult 1
$ 2.50
$2.75
S 3.00
S 4.00
S (2,070,00)
S (1,57000)
S (1,070,00)
S 930,00
5 . 430.00
S 1,180.00
5 1,930.00
5 4,930.00
S 2,930.00
$ 3,930,00
S 4,930.00
$ 8,930,00
$ 5,430.00
S 6,680.00
S 7,930.00
S 12,930.00
5 7,300.00
S 8,800.00
$ 10,300.00
$ 16,300.00
S 15,500.00
5 19,000.00
S 21,500.00
$ 31,500.00
5 22,500,00
S 26,250,00
S 30,000,00
S 45,000,00
5 35,000.00
S 40,000,00
S 45,000,00
S 65,000,00
$ 60,000,00
S 67,500,00
S 75,000,00
5 105,000,00
S 72,50000
S 81,25000
S 90,000.00
5 125,000,00
S 85,000.00
S 95,000.00
5 105,000.00
S 145,000,00
S 97,500,00
S 108,750.00
S 120,000,00
S 165,000,00
S 110,000.00
S 122,500.00
S 135,000.00
S 185,000,00
5 135,000.00
5 150,000.00
S 165,000,00
S 225,000,00
S 160,000.00
S 177,500,00
S 195,000,00
$ 265,000.00
Yen Poundsn"ree Tntt\ Pcundi
1 NA NA
1 NA li60
i IS 611B
4 SO 103B0
5 GO 175S0
135 432 SO
115 46710
Average tow 100 J4WID
Average Kleh 21D 72660
Fig: UC Cooperative Eitcnsbn 200B
One Acre Hops Proforma
Projected Cost Per Acre
Grow Year 1st 2nd 3rd 4th TOTAL NOTES
1. Field Preparation and Infrastructure Costs
1. Land Preparation Costs:
A, Soil Analysis X 3 S 225.00 5 225.00 Soil a Plant Lab
B, Water Analysis* 27.00 ---27.00 Soil & Plant Lab
C, Soil Preparation -1. Clear 24.00 ---24.00 2 hours labor
ii. Deep Rip 800.00 ---800.00 Labor, rentals, diesel
iii. Disk 400.00 --400.00 Labor and diesel
lv. Soil Amendment - Gypsum 200.00 -200.00 Gypsum (Sl50/ton)
V, Land Level 108.00 -108.00 Labor and diesel
vil. Acidification --viii. Mulch and Nutrient Incorporation*
Incorporation 250.00 -250.00 Labor and Diesel
Mulch Material 300,00 --300-00 El Corazon Compost (SlOO/ton)
Slow Release Nitrogen 100,00 -100,00 General cost inorganic nitrogen
Iron Sulfate 600.00 -600-00 Average cost of material
ix. Finish Disk 108.00 -108-00 Cost of labor and diesel
Total Land Preparation Cost $3,142.00 $ S S $3,142,00
2. Pre-Plant Costs
A, Build Berms
• i. Tractor S 500,00 $ 500.00
il. Materials: Top Mulch 300.00 300-00
Shipping --B, Trellis System
i. Labor 2,400.00 S 79.20 $ 81,60 s 84-60 2,645-40 1st yr- 200 man hours, 2nd yr, + 6 Hr,
ii. Matenals 8,000,00 50.00 SO.OO 50-00 8,150.00 Maintenance
C. Irrigation System' 10,306.00 100.00 100,00 100.00 10,606,00 Materials
D. Injector* 300.00 -300-00 Dosnatic
E, Flag Field and drill holes 160,00 -160.00 Labor and materials
Total Pre-Plant Costs $21,966.00 $229.20 $231.60 $234.60 $22,661.40
II. Crop Installation Costs
A. Plant Material S 14,600.00 --$14,600-00 $6 rhizome, $200 shipping
B, Plant
i. Labor 2,160,00 s 142.00 --2,302,00 6 minutes/rhizome [100 rhizomes)
ii. Wrap -----Total Crop Installation Costs $16,760.00 $142.00 $ $ $16,902.00
One Acre Hops Proforma
Projected Cost Per Acre
Grow Year 1st 2nd 3rd 4th TOTAL NOTES
III. Cultural Costs
A, Irrigation
i,
il.
iii.
Water
Water Analysis with Report
Maintenance Acidlffcation through Injector
S 1,867,65 5 4,109,10
46.40
S 4,520.10
46.40
S 4,970.10
46.40
S 15,466,95
139.20 Soil & Plant Lab
B. Soil Analysis X 3 " -225.00 225.00 225,00 575,00 Soil & Plant Lab
C. Fertilize*
i Leaf Analysis 92-00 92.00 92.00 276-00
Soil St Plant Lab
II Nitrogen 500,00 1,000,00 1,000-00 1,000.00 3,500.00 Allowance
iii SulPoMg -iv 2inc Sulfate 36% --V Soil Amendment - Gypsum -vi. Iron Chelate • D. Canopy Management 300,00 400.00 400.00 400.00 1,500.00 Allowance
1. Materials 500,00 --500,00
ii. Trim Suckers -fil. Prune ---iv. Train
V. Shred and Dispose of Prunings ---vl. Thin --E. Weed Management -I Pre-Plant Herbicide 100,00 -• -100,00 Material and labor
II Hand Weeding -462,00 476.00 493.50 1,431.50 35 man hour allowance
III Cover Crop 100.00 100.00 100.00 100.00 400.00 Including seed and labor
IV Mulch --300.00 -300,00 SlOO/ton El Coraion
F. Insect Pest
i
Management
OFF Kit
•
200.00 200.00 200.00 600.00 Materia! and labor
li Olive Fruit Fly GF-120 ----G. Fungicide 150.00 150,00 150.00 450.00 Materia) and labor
H. Vertebrate
i
Pest Management: Gopher
Owl Box
ii Raptor Perch ----iii Gopher 250.00 150.00 150,00 150.00 700.00 Traps and Labor
1. Pollinate ---J. Pickup Truck/ATV use 100.00 100.00 100.00 100.00 400.00 Gas and labor
K. Misc. 25O00 250.00 250.00 250-00 1,000.00 Allowance
Total Cultural Cost $3,967.65 $7,284,50 $8,009,50 $8,177,00 $ 27,438.65
IV. Field Cultivation and Maintenance Costs
1.Harvest Costs
A. Picking • -S 1,755.60 S 4,080.00 $ 4,595,30 S 10,53090 llh/20min
B. Equipment/Materials 2,500.00 2,500-00 2 pneumatic harvesters
C. Hauling --D. Facilitv ----Allowance
Total Harvest Cost $ $4,255.60 $4,080.00 $4,595,30 s 13,030,90
One Acre Hops Proforma
Grow Year
2.Post Harvest Costs
Sanitation
Processing
i. Custom Crush
ii. Bottle, Label and Store
Processing Equipment and Materials
Facility
Packing
i. Materials
ii- Labor
General Processing Labor
Refrigeration Unit'
Utilities*
Chemical Analysis
Marketing
Total Post Harvest Cost
V. Overhead Costs
Office Expense
Liability Insurance
Utilities*
Field Sanitation
Property Taxes
Field Equipment Rental
Field Management
Management
Investment Repairs
Administrative Costs
Organic Certification
Total Overhead Costs
100,00
50.00
150.00
100.00
$400.00
Projected Cost Per Acre
2nd
2,000.00
1,625.00
$3.625.00
lOO.OO
50,00
150.00
100,00
$400.00
3rd
200.00
200.00
200,00
150.00
250.00
51,000.00
100.00
50.00
ISD.DO
$400.00
4th
200.00
200,00
200,00
150,00
250.00
$1.000,00
100,00
50,00
150.00
100,00
$400,00
Revenue*
TOTAL COSTS $46,235,65 $15,936,30
$2,700.00
$13,721.10
$14.500.00
$14,506.90 5
jNet Request Funding PerGrowYear $45,835,65 $13,536.30 $10,621.10 $
2,000,00
400.00
400,00
1,625.00
400.00
300.00
500.00
5,625,00
400.00
200.00
600.00
1,600,00
$17,200.00
90,399.95
NOTES
Materials and labor
Cost to run refrigeration unit
Average cost of chemical analysis
Office, other non farm operation
Labor rate: includes the cost of employee benefits and realized 2ed year 10% cost Increase and thereafter a 3% annual cost increase.
Water Analysis with report: Allocated prorated equally among all crops-
Mulch and nutrient incorporation: Tractor with spreader and disk is owned by the Company, Includes cost of labor
Water: 24,54/acre inch including 10% expected rate increase
irrigation system: Cost for mainline and crop irrigation system.
Injector: Allocated prorated equally among all crops
Fertilize: Actual quantity based on leaf and soil analysisies.
Picking: Realizes expected annual labor rate increase (including employee benefits)
Refrigeration Unit: Allocated prorated equally among all crops
Utilities: Allocated prorated equally among all crops
Facility: Shaded packing area and dry house for processing hops, Sl0.00/ft2 (includes all materials and labor). Cost absorbed by the Applicant
Overhead Costs: Absorbed by the Applicant
Total Request Funding $69,993.05
NET RETURNS PER ACRE ABOVE TOTAL COSTS @ YEAR 4 {Sl4,000/acre)
Yield (pounds/acre)
$/lbs. 600.00 700.00 800.00 900.00 1000.00 1100.00 1200,00
S 4,00 S (11,600.00) S (11,200.00) $ (10,800.00) S (10,400.00) $ (10,000.00) S (9,600.00) S (9,200.00) Wholesale
$ 11.50
S 12.00
S 12,50
S 13.00
S 13.25
S 13.50
$ 14.00
$ 15.00
$ (7,100.00)
S (6,800.00)
S (6,500.00)
S (6,200.00)
S (6,050.00)
S (5,900.00)
$ (5,600.00)
$ (5,000.00)
S (5,950.00)
S (5,600.00)
S (5,250.00)
$ (4,900.00)
S (4,725.00)
S (4,550.00)
S (4,200.00)
S (3,500.00)
$ (4,800.00)
S (4,400.00)
$ (4,000.00)
$ (3,600.00)
$ (3,400.00)
$ (3,200.00)
S (2,800.00)
$ (2,000.00)
S (3,650.00)
S (3,200.00)
S (2,750.00)
S (2,300.00)
S (2,075.00)
S (1,850.00)
S (1,400.00)
S (500.00)
$ (2,500.00)
$ (2,000.00)
$ (1,500.00)
$ (1,000.00)
S (750.00)
$ (500.00)
S (1,350,00)
S (800.00)
S (250,00)
S (200.00)
Retail
$ 11.50
S 12.00
S 12,50
S 13.00
S 13.25
S 13.50
$ 14.00
$ 15.00
$ (7,100.00)
S (6,800.00)
S (6,500.00)
S (6,200.00)
S (6,050.00)
S (5,900.00)
$ (5,600.00)
$ (5,000.00)
S (5,950.00)
S (5,600.00)
S (5,250.00)
$ (4,900.00)
S (4,725.00)
S (4,550.00)
S (4,200.00)
S (3,500.00)
$ (4,800.00)
S (4,400.00)
$ (4,000.00)
$ (3,600.00)
$ (3,400.00)
$ (3,200.00)
S (2,800.00)
$ (2,000.00)
S (3,650.00)
S (3,200.00)
S (2,750.00)
S (2,300.00)
S (2,075.00)
S (1,850.00)
S (1,400.00)
S (500.00)
$ (2,500.00)
$ (2,000.00)
$ (1,500.00)
$ (1,000.00)
S (750.00)
$ (500.00)
S (1,350,00)
S (800.00)
S (250,00)
S 400.00
Retail
$ 11.50
S 12.00
S 12,50
S 13.00
S 13.25
S 13.50
$ 14.00
$ 15.00
$ (7,100.00)
S (6,800.00)
S (6,500.00)
S (6,200.00)
S (6,050.00)
S (5,900.00)
$ (5,600.00)
$ (5,000.00)
S (5,950.00)
S (5,600.00)
S (5,250.00)
$ (4,900.00)
S (4,725.00)
S (4,550.00)
S (4,200.00)
S (3,500.00)
$ (4,800.00)
S (4,400.00)
$ (4,000.00)
$ (3,600.00)
$ (3,400.00)
$ (3,200.00)
S (2,800.00)
$ (2,000.00)
S (3,650.00)
S (3,200.00)
S (2,750.00)
S (2,300.00)
S (2,075.00)
S (1,850.00)
S (1,400.00)
S (500.00)
$ (2,500.00)
$ (2,000.00)
$ (1,500.00)
$ (1,000.00)
S (750.00)
$ (500.00)
S (1,350,00)
S (800.00)
S (250,00) S 1,000.00
S 1,600.00
S 1,900.00
S 2,200.00
S 2,800.00
$ 4,000.00
Retail
$ 11.50
S 12.00
S 12,50
S 13.00
S 13.25
S 13.50
$ 14.00
$ 15.00
$ (7,100.00)
S (6,800.00)
S (6,500.00)
S (6,200.00)
S (6,050.00)
S (5,900.00)
$ (5,600.00)
$ (5,000.00)
S (5,950.00)
S (5,600.00)
S (5,250.00)
$ (4,900.00)
S (4,725.00)
S (4,550.00)
S (4,200.00)
S (3,500.00)
$ (4,800.00)
S (4,400.00)
$ (4,000.00)
$ (3,600.00)
$ (3,400.00)
$ (3,200.00)
S (2,800.00)
$ (2,000.00)
S (3,650.00)
S (3,200.00)
S (2,750.00)
S (2,300.00)
S (2,075.00)
S (1,850.00)
S (1,400.00)
S (500.00)
$ (2,500.00)
$ (2,000.00)
$ (1,500.00)
$ (1,000.00)
S (750.00)
$ (500.00)
S 300.00
S 1,000.00
S 1,600.00
S 1,900.00
S 2,200.00
S 2,800.00
$ 4,000.00
Retail
$ 11.50
S 12.00
S 12,50
S 13.00
S 13.25
S 13.50
$ 14.00
$ 15.00
$ (7,100.00)
S (6,800.00)
S (6,500.00)
S (6,200.00)
S (6,050.00)
S (5,900.00)
$ (5,600.00)
$ (5,000.00)
S (5,950.00)
S (5,600.00)
S (5,250.00)
$ (4,900.00)
S (4,725.00)
S (4,550.00)
S (4,200.00)
S (3,500.00)
$ (4,800.00)
S (4,400.00)
$ (4,000.00)
$ (3,600.00)
$ (3,400.00)
$ (3,200.00)
S (2,800.00)
$ (2,000.00)
S (3,650.00)
S (3,200.00)
S (2,750.00)
S (2,300.00)
S (2,075.00)
S (1,850.00)
S (1,400.00)
S (500.00)
$ (2,500.00)
$ (2,000.00)
$ (1,500.00)
$ (1,000.00)
S (750.00)
$ (500.00)
S 575.00
$ 850.00
S 1,400.00
S 2,500.00
S 1,000.00
S 1,600.00
S 1,900.00
S 2,200.00
S 2,800.00
$ 4,000.00
Retail
$ 11.50
S 12.00
S 12,50
S 13.00
S 13.25
S 13.50
$ 14.00
$ 15.00
$ (7,100.00)
S (6,800.00)
S (6,500.00)
S (6,200.00)
S (6,050.00)
S (5,900.00)
$ (5,600.00)
$ (5,000.00)
S (5,950.00)
S (5,600.00)
S (5,250.00)
$ (4,900.00)
S (4,725.00)
S (4,550.00)
S (4,200.00)
S (3,500.00)
$ (4,800.00)
S (4,400.00)
$ (4,000.00)
$ (3,600.00)
$ (3,400.00)
$ (3,200.00)
S (2,800.00)
$ (2,000.00)
S (3,650.00)
S (3,200.00)
S (2,750.00)
S (2,300.00)
S (2,075.00)
S (1,850.00)
S (1,400.00)
S (500.00)
$
S 575.00
$ 850.00
S 1,400.00
S 2,500.00
S 1,000.00
S 1,600.00
S 1,900.00
S 2,200.00
S 2,800.00
$ 4,000.00
Retail
$ 11.50
S 12.00
S 12,50
S 13.00
S 13.25
S 13.50
$ 14.00
$ 15.00
$ (7,100.00)
S (6,800.00)
S (6,500.00)
S (6,200.00)
S (6,050.00)
S (5,900.00)
$ (5,600.00)
$ (5,000.00)
S (5,950.00)
S (5,600.00)
S (5,250.00)
$ (4,900.00)
S (4,725.00)
S (4,550.00)
S (4,200.00)
S (3,500.00)
$ (4,800.00)
S (4,400.00)
$ (4,000.00)
$ (3,600.00)
$ (3,400.00)
$ (3,200.00)
S (2,800.00)
$ (2,000.00)
S (3,650.00)
S (3,200.00)
S (2,750.00)
S (2,300.00)
S (2,075.00)
S (1,850.00)
S (1,400.00)
S (500.00) $ 1,000.00
S 575.00
$ 850.00
S 1,400.00
S 2,500.00
S 1,000.00
S 1,600.00
S 1,900.00
S 2,200.00
S 2,800.00
$ 4,000.00
Retail
Average Yield Projections
Year
1 2 3 4
% Harvest 0 40 90 100
Pounds 0 NA 900 1000
One Acre Olive Proforma
I. Field Preparation and Infrastructure Costs
1. Land Prep
A, Soil Analysis X 3
6, Water Analysis with Report*
C, Soil Preparation
1, Land Clear
li. Deep Rip
iil. Disk
iv. Soil Amendment - Gypsum
V, Land Level
vil. Acidification
vii). Mulch and Nutrient Incorporation
Incorporation
Mulch material
Slow release Nitrogen
Iron Sulfate
lx. Finish Disk
Total Land Prep Costs
2.Pre Plant Cost
Build Berms
I.
il.
Trellis System
1.
Tractor
Materials
Shipping
Labor
ii. Materials
Irrigation: System & Installation*
Injector*
Flag field for tree location and drill holes
Total Pre Plant Cost
II. Crop Installation Costs
A, Trees
C Plant
II
Labor
Materials
Total Crop installation Costs
Projected Cost Per Acre
225.00
27.00
24,00
800.00
400,00
200,00
103,00
108,00
51,892,00
5 10,806,00
300,00
160,00
511.266,00
1,775.00
450,00
100,00
52,325.00
5 1,000.00
51,000.00
5 70-00
52.80
$122.80
3rd
S 1,000,00
51,000,00
S 1,000,00
51,000.00
225,00
27.00
24,00
800,00
400.00
200.00
108.00
108,00
1,892.00
13,805,00
300,00
150,00
514,266.00
1,845.00
502.80
100,00
$2.447.80
Soil & Plant Lab
Soil S Plant Lab
2 hours labor
Labor, rentals and diesel
Labor and diesel
Material
Labor and diesel
Labor and Diesel
5 hours Labor and materials
225 @i S7/tree & S200 for shipping
10 minutes per tree @ labor rate (dig & plant)
Grow tubes (S60/pack). 3 hr. labor
One Acre Olive Proforma
Grow Year 1st 2end 3rd 4th TOTAL
III. Cultural Costs
A. Irrigation Water
1. Water* 5 996.16 5 1,631-34 S 2,410.23 5 3,314.00 5 8,351.73
li. Water Analysis with Report 46.40 46.40 46-40 139,20
lil. Maintenance Acidification
B. Soil Analysis X 3 225,00 225.00 225-00 675,00
C. Fertifije
i Leaf Analysis 92.00 92.00 92,00 92.00 368,00
11 Nitrogen 55.00 95.00 120,00 120.00 390,00
iii . SulPoMg --iv. Zinc Sulfate 36%
V Soil Amendment - Gypsum -vi. Iron Chelate -D. Canopy Management ---1. Material 400.00 ---400,00
ii. Trim Suckers
iii. Prune -654,00 654.00
iv. Train 20,00 -20-00
V Shred and Dispose of Prunings -57,60 57-60
vl. Thin
E. Weed Management -
i. Herbicide 200.00 200-00 200.00 200-00 800,00
li. Mulch 300.00 300.00 600.00
iii. Hand Weed 600.00 500,00 600,00 600,00 2,400,00
Iv. Cover Crop 100.00 100.00 100,00 100-00 400,00
F. Insect Pest Management --. 1,
II.
OFF Kit
Olive Fruit Fly GF-120
--1,152,00 1,152,00
386,90
2,304,00
385,90
G- Disease Management 69-00 69.00 69.00 69,00 276,00
H. Invertebrate Pest Management ----1, Owl Box 296.00 26,40 27.20 28,20 377,80
ii. Raptor Perch 196-00 --196,00
ill. Gopher 300-00 200.00 225.00 250,00 975,00
1. Pollinate -. . J. Ptckup/ATV Use: 100.00 110.00 115.00 120,00 445-00
K. Mlsc-500.00 500.00 500.00 500,00 2,000,00
Total Cultural Cost $4,204.16 53,895.14 56,201.83 57,915.10 522,216.23
Projected Cost Per Acre
Soil & Plant Lab
Soil S Plant Lab
Average cost of material
Material
Remove suckers and tie
Loppers (8S40) & buckets
Labor at 53.00/lree
4 hours labor and diesel
5150 Every other year
Material and labor
5100 per truckload
75 hours of labor allowance
Includes cost of seed, mow, labor
Material and labor
Material and labor (9 hr.)
Material and labor, (koecide))
Labor and materials
Materials and Labor
Traps and Labor
Fuel
Maintenance, material, labor, etc.
One Acre Olive Proforma
IV. Field Cultivation and hAaintenance Costs
1. Harvest Costs
A- Picking*
B, Equipment/Materials
C. Hauling
D; Facility
Total Harvest Cost
2 Post-Harvest Costs
Sanitation
Processing
i. Custom Crush
ii. Bottle, Label, Store @ S2.02/ml bottle
Processing Equipment and Materials'
Facility*
Packing
i. Materials
li. labor
General Processing Labor
Refrigeration Unit
Utilities
Chemical Analysis
Marketing
Total Post-Harvest Cost
V. Overhead Costs
Office Expense
Liability Insurance
Utilities'
Field Sanitation
Property Taxes
Field Equipment Rental
Field Management
Management
Investment Repairs
Administrative Costs
Organic Certification
Total Overhead Costs
200.00
50.00
250,00
$1,000.00
Pro ected Cost Per Acre
2end
2,000.00
52,000.00
S 200.00
50.00
250,00
51,000.00
3rd
5 300.00
8,500-00
20-00
58,820.00
5 287.50
406.02
12,000,00
$13,193.52
200,00
50,00
250,00
51,000.00
735,00
20,00
5755,00
5 1,150,00
1,630,14
750,00
500,00
54,030.14
200,00
50.00
250,00
51,000.00
Total Costs 520,687.16 58,017,94
51,101.00
530,215.35
521,243.00
514,700.24
1,035,00
8,500,00
40,00
$9,575,00
1,437,50
2,035,15
12,750,00
2,000,00
1,000.00
519,223.66
800,00
200-00
1,000,00
2,000.00
$4,000.00
22,344.00
$73,620.69
pneumatic harvesters (51000 each & materials)
Haul to processing/storage area
Thorn Curry of Temecula Olive Oil
Materials and labor (52.02/bottle}
Fees, licensing, tanks, processing, labor)
Allowance
Office, other non farm operation
I Net Request Funding Per Grow Year 519,687.16 55,017.94 528,114.35 5
Total Request Funding | $52,819.45|
Labor rate: Includes Ilie cost of employee benefits and realized 2ed year 10% cost increase and thereafter a 3K annual cost increase,
V^ater Analysis with report: Allocated prorated equally among all crops.
Irrigation system: Cost for mainline and crop irrigation system.
Injector: Allocated prorated equally among ail crops
Water: 24.54/aero inch including 10% expected rate increase
Picking: Labor [50/50 hand/mechanical harvested) and realizes annual labor rate increase.
Facility: Shaded packing area and dry house for processing hops. ii0.0Q/ft2 (Indudes all materials and labor). Cost absorbed by the Applicant
Overhead Costs: Absorbed by the Applicant
Revenue: Assumes 50% of revenue will be realized tiie following year due to winter/early spring processing time.
Net Returns Per Acre Above Total Costs (based on year) Cost PerYear
Olive Oil 37S ml bottles $15/bottle $16/bottle $17/bottle $18/bottle Year 3 $9,440.00
Year 3 500lb/10 gal 100 S (7,700.00) $ (7,600.00) S (7,500.00) $ (7,400.00) Year 4 $13,600.00
Year 4 3000lb./60 gal 605 S (4,325.00) $ (3,720.00) $ (3,115.00) $ (2,510.00) Years $16,600.00
Years 4000lb/80 gal 808 $ (4,480.00) $ (3,672.00) $ (2,864.00) $ (2,056.00) Year 6 $19,200.00
Years SOOOIb/lOOgal 1010 $ (4,050.00) S (3,040.00) $ (2,030.00) $ (1,020.00)
Table Olives Pounds $8/pound $9/pound $10/pound Sll/pound
Year 3 500 $ (5,200.00) $ (4,700.00) $ (4,200.00) $ (86,501.00)
Year 4 3000 S 10,600.00 $ 13,600.00 $ 16,600.00 $ 19,600.00
Years 4000 $ 15,400.00 S 19,400.00 $ 23,400.00 $ 27,400.00
Year 6 SOOO $ 20,800.00 S 25,800.00 $ 30,800.00 $ 35,800.00
Table olives and olive oil (SO/SO) above total costs (based on year)
Year 3 100 ml bottle SOOIb. $ (3,700.00) $ (3,100.00) $ (2,500.00) $ (1,900.00)
Year 4 60S ml bottle 30001b. $ 19,675.00 $ 23,280.00 $ 26,885.00 $ 30,490.00
Years 808 ml bottle 4000 Ib. $ 27,475.00 $ 32,328.00 $ 37,136.00 $ 41,890.00
Year 6 1010 ml bottle SOOO Ib. $ 35,950.00 $ 41,960.00 $ 47,970.00 S 53,980.00
1 gallon = 3785.41 ml
40 gallons/ton olives
One Acre Pitaya Proforma
Projected Cost Per Acer
Grow Year Irt 2ed 3ed 4til TOTAL COST NOTES
1. Field Preparation and Infrastructure Costs
1, Land Prep
A.' Soil Analvsis X 3 5 325.00 5 225.00 Soil and Plant Lab
8, Water Analysis with report" 27,00 27.00 Soli and Plant Lab
C, Soil Preparation S12.O0/hr.
i-Land Gear 24,00 24.00
il. Deep Rip 800,00 800.00 Labor, rental and diesel
Ni, Disk 400.00 400.00 (.aborand Diesel
iv. Soil Amendment - Gypsum 200.00 -200.00 Materials
V, Land Level 103.00 108.00 Lahorand Diesel
vll. Acidification
viii. Mutch and Nutrient incorporation
Incorporation
Mulch Matenal
Slow Release Nitrogen
Iron Sulfate
lx. Finish Disk 108,00 108.00 Labor and Diesel
Total Land Prep Costs S1.89Z-Q0 s S s $1,892.00
Z,Pre Plant Cost
A, Build Bemis
I. Tractor
IL Materials
Shipping
B, Trellis system
1, Labor 5 2,000,00 5 1SB.40 S 163,20 s 169.20 5 2.490.80 12 Hours Labor
IL Materials 4,000,00 100.00 100.00 100.00 4,300.00
C. Irrigation: System S Installation' 10,306.00 1,000,00 1,000.00 1,000.00 13,306.00
D. Injector" 300,00 300.00
E. Flag field for tree locaiion and drill holes 160,00 160.00 Labor and Material
•TQtalPrePlantCost 5iG,7fifi.aa $1,258,40 $1,263.20 51,269.20 520,556.80
II, Crop Installation Costs
A, Trees* S 3,000,00 5 3.000.00
C. Plant and Wrap
i Labor 600.00 600,00 5 min/plant @ Sl3/hoiir
ii Materials
notal Crop Inslaliatlon Costs S3,eaa,oo s s s 53.600.00
One Acre Pitaya Proforma
projected Cost Per Acer
Grow Year Ist 2ed 3eif 4th TOTAL
III. Cultural Costs
A. Irrigation Water
i-Water-S :46.04 S 542.85 5 583,92 S 794,92 S 2,167,73
il. Water Analysis wilh Report' 46,40 46,40 46-40 139,20
lli. MaintenanceAcidification
B. Soil Analysis X 3 225.00 325.00 225,00 675.00
C. Fenlliie
i Leaf Analysis 92.00 92,00 92.00 92,00 368.00
II Nitrogen 55.00 60.00 70.00 70.00 255,00
iii SulPoMg -
Iv. Zinc Sulfate 36%
vi
Soil Amendment - Gypsum
Iron Chelate
D- Canopy Management 1,500.00 1,500.00 1,500.00 2,000.00 6,500,00
i Material
II Trim Suckers
•Ii Prune -
iv Train
V Shred and Dispose of prunings
vi. Thin
E. Weed Management
I. Herbicide 100.00 200-00 200-00 200-00 125.00
II. Mulch 300.00 350.00 650.M
iii. i<and Weed 600.00 990.00 1,020,00 1,020,00 3.630.00
Iv-Cover Crop 100.00 110.00 115-00 120,00 445.00
F. Insect Pest Management
1. OFF Kit -ii. OIlveFruit FlvGF-120
G. Disease
H. Invertebrate Pest Management
1. Owl Box 296.00 36,40 27.20 28,30 377,80
ii-Raptor Perch 196.00 196.00
iii. Gopher 300,00 200.00 225.00 350.00 975,00
1. Pollinate 326.40 1,015.30 1,341,60
J. PIckup/ATVUse: 100,00 110.00 115.00 120.00 44S.00
K. Misc, 500,00 500.00 500.00 500.00 2,000,00
Total Cultural Cost 54,385.04 $4,602-65 55,395.92 $6,481.72 520,865.33
Soil Gl Plant Lab
Soil & Plant Lab
Materials
Lop pers (8 @ 540). buckets
LaboratS3.30/tree
Laborand diesel
S150 Every olher year
Material and labor
Materiat and labor
SlOO /tnickload
75 hours of labor
Laborand materials
Material and labor
Labor and materials
Materials and Labor
Trapsand Labor
Labor
t^borand diesel
Repairs, material, labor, etc
One Acre Pitaya Proforma
IV. Reld Cultivation and Maintenance Costs
1. Harvest Costs
A, Picking*
B, Equipment/Materials
C, Hauling
D, Facility
Total Harvest Cost
Z.Post-Harvest Costs
A, Sanitation
B, Processing
I, Curtom Crusli
II, Bottle. Label, Store @ $2.02/ml Bottle
Processing Equipment and Materials
Facility "
Packing
I. Materials
II, Labor
General Processing Labor
Refrigeration Unit'
Dtl iil ies*
Chemical Analysis
Marketing'
Total Post-Harvest Cost
V. Overhead Costs
Office Expense
liability Insurance
Utilities
Field Sanitation
Property Taxes
Field Equipment Rental
Field Management
Management
Investment Repairs
Administrative Corts
Organic Ceniflcatlon
Total Overhead Costs
200,00
SO.OO
500.00
51,250.00
Projected Cost Per Acer
1,625,00
$3,625.00
200.00
50.00
500.00
51,250.00
3ed
5 2.000.00
1,500.00
30.00
$3,520.00
$1,250.00
200.00
50.00
500.00
$1,250.00
S 3.000.00
20.00
S3.020.00
Sl.250.00
200.00
SO.OO
500.00
$1,250,00
$27,893.04 $10,736.05
$1,000.00
512,679.12
522,500.00
$13,270,92
S 5,000,00
1,500,00
40,00
[Net Request Funding PerGrowYear $26,643.04 57,486.05 510,429.12 $
$6,540.00
S 2,000,00
1,625.00
1,000.00
54,625,00
$ 800.00
200.00
2,000.00
2,000.00
$3,000,00
S23.500.00
$64,579,13
Allowance
Harvest bags and clippers
Diesel
Cost to run refrigeration unit
Allowance
Office, other non farm operation
[Total Requested Funding | S44,5S8.2l|
Labor rate: includes the cost of employee benefits, second year eipected 10% cost increase and there after an annual 3% cost increase.
Water Analysis with repoit: Allocated prorated equally among all crops.
Irrlgallon system: Cost for mainline and crop Irrigation system-
Injector: Allocated prorated equally among all crops
Trees: Plant material is difficult to located due to tiie uniqueness and low availability. Cost Indudes funds for prDpagatlon.
Water: 24.54/acre inch Including lOK expected rate Increase
Picking: Realiies expecled annual labor rale inciease (including emoloyee bcnefitsj
Refrigeration Unit: Allocated prorated equally among all crops
Utilities: Allocated prorated equally among all crops
Facility: Shaded packing area and dry house for processing hops. $10.00/ft2 (Includes all materials and labor).
Overhead Costs: Absorbed by the Applicant
Total Revenue: Year 3 wholesale (Sl,00/pound), yearS retail (S2-25/pourd)
Net Returns Per Acre Above Totai Costs
$/Lb."
Pounds Per Acre
$/Lb." 2000.00 4000,00 6000.00 8000.00 i 10000.00 12000.00 14000.00 15000.00 1 16000.00 17000.00 18000,00 19000.00 20000.00 $/Lb." $8300/acre S9600/acre $9,600/acre
$/Lb."
Year 3 Year 4 Year 5 Year 6
$1.25
$1.75
$2.25
$2.75
$ (5,800.00)
$ (4.800.00)
$ (3.800,00)
$ (2.800.00)
$ (3.300.00)
S (1,300.00)
$ (800.00)
$2,200.00
$5,200,00
$8,200.00
$1,700.00
$5,700.00
$9,700.00
$13,700.00
$4,200.00
$9,200.00
$14,200,00
$19,200,00
$5,400.00
$11,400,00
$17,400.00
$23,400,00
$7,900.00
$14,900.00
$21,900,00
$28,900,00
• $9,150,00
$16,650.00
$24,150.00
$31,650.00
$10,400.00
$18,400.00
$26,400.00
$34,400.00
$11,650.00
$20,150.00
$28,650.00
$37,150.00
$12,900.00
$21,900.00
$30,900.00
$39,900.00
$14;i50.00
$23,650.00
$33,150.00
$42,650.00
$15,400.00
$25,400.00
" $35,400.00
$45,400.00
Wholesale $1.25
$1.75
$2.25
$2.75
$ (5,800.00)
$ (4.800.00)
$ (3.800,00)
$ (2.800.00)
$700.00
' $2,700.00
$ (800.00)
$2,200.00
$5,200,00
$8,200.00
$1,700.00
$5,700.00
$9,700.00
$13,700.00
$4,200.00
$9,200.00
$14,200,00
$19,200,00
$5,400.00
$11,400,00
$17,400.00
$23,400,00
$7,900.00
$14,900.00
$21,900,00
$28,900,00
• $9,150,00
$16,650.00
$24,150.00
$31,650.00
$10,400.00
$18,400.00
$26,400.00
$34,400.00
$11,650.00
$20,150.00
$28,650.00
$37,150.00
$12,900.00
$21,900.00
$30,900.00
$39,900.00
$14;i50.00
$23,650.00
$33,150.00
$42,650.00
$15,400.00
$25,400.00
" $35,400.00
$45,400.00
Wholesale
$4.50
$5.00
$700,00
$1,700,00
$9,700.00
$11,700.00
$18,700.00
$21,700.00
$27,700.00
$31,700,00
$36,700.00
$41,700.00
$44,400,00
$50,400.00
$53,400.00
$60,400.00
$57,900.00
$65,400.00
$62,400.00
$70,400.00
$66,900.00
$75,400.00
$71,400.00
$80,400.00
$75,900.00
$85,400.00
$80,400.00
$90,400.00
Retail