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Home My WebLink AboutBid Zip RFP #4573 Bid Zip RFP #4573/TabulationByVendor_RFP#4573.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Hawaii Institute of Pacific Agriculture Page of 1 16 General Comments: General Attachments: Attachment A. Proposal Application Checklist.pdf Attachment B. Proposal Application Form.pdf Attachment C. Proposal.pdf Attachment D. Line-Item Budget.pdf Attachment E. 2022 Profit and Loss Statement.pdf Attachment F. 2023 Profit and Loss Statement.pdf Attachment G. 2022 Balance Sheet.pdf Attachment H. 2022 Balance Sheet.pdf Attachment I. 2020 Form 990.pdf Attachment J. 2021 Form 990.pdf Attachment K. 2022 Form 990.pdf Attachment L. 2023 Approved Operating Budget.pdf Attachment M. 2024 Approved Operating Budget.pdf.pdf Attachment N. Certificate of Good Standing from the State of Hawaii DCCA.pdf Attachment O. Letters of Support.pdf Attachment P. Federal Certification.pdf Attachment Q. Unredacted Electric Copy of Proposal.pdf Attachment R. Redacted Electric Copy of Proposal.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Hilo Beauty College LLC Page of 2 16 General Comments: Just confirming submission of 16 uploads General Attachments: American Savings matching RFP.pdf Appendix 1 signature.pdf Attachment A Hilo Beauty College RFP 4573.pdf Attachment B Hilo Beauty College RFP 4573.pdf Bree support letter.pdf certificate Hilo Beauty.pdf Letters of support.PDF.pdf Proposal Hilo Beauty College LLC 2 - Hilo Beauty College LLC 2 (1).pdf redacted 2022 federal tax return.pdf redacted 2022 state tax return.pdf redacted 2023 federal tax return.pdf redacted 2023 state tax return.pdf Unredacted 2022 federal Tax Return.pdf Unredacted 2022 state Tax Return.pdf unredacted 2023 federal tax return.pdf unredacted 2023 state tax return.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: The Food Basket Inc. Page of 3 16 General Comments: General Attachments: TFB Improving Food Security Full Proposal with Attachments - Redacted.pdf TFB Improving Food Security Full Proposal with Attachments - Unredacted.pdf The_Food_Basket-Producer_Grant-Redacted .pdf The_Food_Basket-Producer_Grant-Unredacted.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: GreenKine LLC Page of 4 16 General Comments: General Attachments: Attachement A 5.1 Proposal Application Checklist_GreenKineLLC.pdf Attachment B 5.2 - Proposal Application Form_GreenKineLLC.pdf Attachment E 5.5 - Appendix I - FEDERAL TERMS AND CONDITIONS_GreenKineLLC.pdf RFP4573_GreenKineLLC.pdf RFP4573_GreenKineLLC_REDACTED.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Growing One Future Page of 5 16 General Comments: Please let us know if there is anything else you need from us. We are happy to explain anything you need further or gather any additional information requested. General Attachments: ATTACHMENT C S.A.F.E One Acre Layout - Design.pdf RFP4573 - Sustainable AgroForest Education (S.A.F.E.) Program.pdf SIGNED APPENDIX I TO ATTACHMENT F_ FEDERAL TERMS AND CONDITIONS (1).pdf SIGNED RFP 4573 ATTACHMENT B 5.2 PROPOSAL APPLICATION FORM - Growing One Future.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Hawaii Ulu Producers Cooperative Page of 6 16 General Comments: Thank you for the opportunity to submit this proposal on behalf of the Hawaii Ulu Cooperative. Please contact Dana Shapiro at (808) 238-8869 with any questions or additional information requests. General Attachments: Application Form and Checklist.pdf Attachment F, Appendix I.pdf HUC PROPOSAL AND ATTACHMENTS copy 1 (optimized)_low res.pdf HUC PROPOSAL AND ATTACHMENTS copy 1.pdf HUC PROPOSAL AND ATTACHMENTS_REDACTED copy 3 (optimized)_low res.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Hamakua Institute Page of 7 16 General Comments: General Attachments: COH RFP Application - Final.pdf COH RFP Application - Final_Redacted.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: KUA o Kanueue Page of 8 16 General Comments: Mahalo for this funding opportunity! General Attachments: RFP4573_KUAoKanaueue_Application-Bid_05172024.pdf RFP4573_KUAoKanaueue_REDACTED_Application-Bid_05172024.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Mahina Acres Page of 9 16 General Comments: Hello, this proposal is being submitted for a second time. It was previously submitted through a different account last week, but the deadline extension allowed us to realize we'd exceeded the page limits in sections of the proposal. The creator of the earlier account has been unreachable, and we have lost the password, so the old version may be also submitted. Please disregard these duplicates and use this latest version. Thank you. General Attachments: Attachment 5.0.ii Architectural Plan.pdf Attachment 5.0.iv Business Plan.pdf Attachment 5.0.i Work Plan.pdf Attachment 5.0.vi Puna Makaukau Documents.pdf Attachment 5.0.vi Puna Makaukau Redacted.pdf Attachment 5.0.v Letters of Support.pdf Attachment A Proposal Checklist.pdf Attachment B Proposal Application Form.pdf Attachment C Table Of Contents.pdf Attachment D Line Item Budget.pdf Attachment E Appendix I - Signed Contract.pdf Moho Certified Kitchen Proposal.pdf Moho Certified Kitchen Proposal Redacted.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Hawaii Red Fruits LLC Page of 10 16 General Comments: confirming 20 uploads 2 proposals 2.6 local food expansion 2.3 certified kitchen infrastructure General Attachments: American Savings matching RFP.pdf Appendix 1 signature.pdf Appendix I signature Chanh.pdf Attachment A Hawaii Red Fruit LLC 4573 (1).pdf Attachment A Hawaii Red Fruit LLC 4573.pdf Attachment B Hawaii Red Fruit LLC 4573.pdf attachment B Hawaii Red Fruit Local Food Expansion.pdf Bree support letter.pdf certificate redfruit.pdf Hawaii Red Fruit LLC 2 - Google Docs.pdf Letters of support.PDF.pdf Proposal 2.6 local expansion food (4).pdf redacted 2022 federal tax return.pdf redacted 2022 state tax return.pdf redacted 2023 federal tax return.pdf redacted 2023 state tax return.pdf Unredacted 2022 federal Tax Return.pdf Unredacted 2022 state Tax Return.pdf unredacted 2023 federal tax return.pdf unredacted 2023 state tax return.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Liko Lehua Page of 11 16 General Comments: Mahalo for applying funding to the opportunity provided by this Grant! Dawn Kanealii-Kleinfelder General Attachments: Balance Sheet Report 2021.pdf Balance Sheet Report 2021 Redacted.pdf Balance Sheet Report 2022.pdf Balance Sheet Report 2022 Redacted.pdf BENEFICIARY SUPPORT LETTERS.pdf Dawn_Walk_In.pdf Estimate_1074_from_ALL_PHASE_CONTRACTING_ LLC___LICENSE_NO__BC__375.pdf Estimate_1074_from_ALL_PHASE_CONTRACTING_LLC___LICENSE_NO__BC__375 REDACTED.pdf Exhibit iii 2023 Hawaii County TMK Report.pdf Exhibit iii Agricultural-Based Commercial Operation Certificate.pdf Exhibit iii Septic Upgrade Permit Completion.pdf Exhibit ii Liko Lehua Agricultural Storage Improvements.pdf Liko Lehua 2021 Tax FED - STATE.pdf Liko Lehua 2021 Tax FED - STATE Redacted.pdf Liko Lehua 2022 Tax Fed - State.pdf Liko Lehua 2022 Tax Fed - State Redacted.pdf Liko Lehua APPENDIX I TO ATTACHMENT F.pdf Liko Lehua Budget Proposal CKI.pdf Liko Lehua RFP 4573 Grant Proposal 52324.pdf Profit and Loss Report 2021.pdf Profit and Loss Report 2021 redacted.pdf Profit and Loss Report 2022.pdf Profit and Loss Report 2022 Redacted.pdf RFP 4573 Liko Lehua Grant App.pdf RFP 4573 Liko Lehua Proposal Application Form.pdf Tax Compliance.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Touching The Earth Farm Page of 12 16 General Comments: Two Bids uploaded above Bid #1 Touching The Earth Farm Soil Amendment Development Program Proposal for RFP #4573 Attachments A-P Bid #2 Touching The Earth Farm Certified Kitchen Infrastructure Proposal RFP #4573 Attachments A-Q General Attachments: ATTACHMENT A CertKitchen.pdf ATTACHMENT A.pdf ATTACHMENT B CertKitchen.pdf ATTACHMENT B.pdf ATTACHMENT C CertKitchen Proposal.pdf ATTACHMENT C PROPOSAL .pdf ATTACHMENT D. CertKitchen Work Plan.pdf ATTACHMENT D Work Plan.pdf ATTACHMENT E. Floor Plans CertKitchen.pdf ATTACHMENT E Floor Plans.pdf ATTACHMENT F business plan.pdf ATTACHMENT F CertKitchen.pdf ATTACHMENT G. Business Plan CertKitchen.pdf ATTACHMENT G LOS.pdf ATTACHMENT H BUDGET PROPOSAL.pdf ATTACHMENT H. LOS CertKitchen.pdf ATTACHMENT I. Budget Proposal CertKitchen.pdf ATTACHMENT I.pdf ATTACHMENT J budget narrative.pdf ATTACHMENT J. itemized budget CertKitchen.pdf ATTACHMENT K. budget narrative CertKitchen.pdf ATTACHMENT K tax returns.pdf ATTACHMENT L. profit and loss statements.pdf ATTACHMENT L tax returns CertKitchen.pdf ATTACHMENT M. balance statements.pdf ATTACHMENT M. profit and loss statements CertKitchen.pdf ATTACHMENT N. balance statements CertKitchen.pdf ATTACHMENT N Certificate of Good Standing.pdf ATTACHMENT O. COGS CertKitchen.pdf ATTACHMENT O Soil Amendment.pdf ATTACHMENT P Soil Amendment_Redacted.pdf ATTACHMENT P. Unredacted Electronic Copy of Proposal TTE Farm RFP No. 4573 CertKitchen .pdf ATTACHMENT Q. Redacted Electronic Copy of Proposal TTE Farm RFP No. 4573 CertKitchen.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Onomea Farm Hub Page of 13 16 General Comments: I wasnt able to find the right place to sign the General Terms and Conditions document so I signed at the bottom and dated it. General Attachments: ATTACHMENT A_B_C.pdf ATTACHMENT D Proposal.pdf ATTACHMENT D Proposal Redacted.pdf ATTACHMENT E General Terms and Conditions for Goods and Services.pdf ATTACHMENT F FEDERAL TERMS AND CONDITIONS.pdf KITCHEN Floor Plan.pdf LOS_COH_Hulalei.pdf LOS_COH_Kaivao.pdf LOS_COH_Kulike.pdf LOS_COH_Mayan.pdf LOS_COH_OMO.pdf MATCH_COH_VH.pdf MATCH Inkind Receipt for Comm. Freezer.pdf OFH_cert_goodstanding.pdf OFH_cert_vendor_compliance_5.7.24.pdf SECTION E Business Plan.pdf SECTION F Budget Line Item.pdf SUPPLEMENTAL Climate-smart Agroforestry Project Proposal.pdf SUPPLEMENTAL Construction Quote.pdf SUPPLEMENTAL Solar Installation Quote.pdf TaxReturn_Mausio_2022.pdf TaxReturn_Mausio_2023.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Kahua Pa'a Mua, Inc. Page of 14 16 General Comments: General Attachments: KPM - Kapa Farm KNF IMO-Input. County of HI RFP 4573.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Garimo's Real Soap Studio Page of 15 16 General Comments: General Attachments: Attachment 5.0.ii Architectural Plan.pdf Attachment 5.0.iv Business Plan.pdf Attachment 5.0.i Work Plan.pdf Attachment 5.0.vi Puna Makaukau Documents.pdf Attachment 5.0.vi Puna Makaukau Redacted.pdf Attachment 5.0.v Letters of Support.pdf Attachment A Proposal Checklist.pdf Attachment B Proposal Application Form.pdf Attachment C Table Of Contents.pdf Attachment D Line Item Budget.pdf Attachment E Appendix I - Signed Contract.pdf Moho Certified Kitchen Proposal.pdf Moho Certified Kitchen Proposal Redacted.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Feed Hawaii Page of 16 16 General Comments: Aloha, Mahalo for considering our proposal. A complete submission packet and a redacted submission packet have been uploaded for Feed Hawaii DBA Kohala Food Hub for the Certified Kitchen Infrastructure funding opportunity. Mahalo, Margaret Parish General Attachments: REDACTED_KFH_Submission Packet (Combined) _Redacted.pdf Submission Packet (Combined) - Not Redacted.pdf Bid Zip RFP #4573/Feed Hawaii_1036820/TabulationByVendor_RFP#4573_orgId_1036820.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Feed Hawaii Page of 1 1 General Comments: Aloha, Mahalo for considering our proposal. A complete submission packet and a redacted submission packet have been uploaded for Feed Hawaii DBA Kohala Food Hub for the Certified Kitchen Infrastructure funding opportunity. Mahalo, Margaret Parish General Attachments: REDACTED_KFH_Submission Packet (Combined) _Redacted.pdf Submission Packet (Combined) - Not Redacted.pdf Bid Zip RFP #4573/Feed Hawaii_1036820/REDACTED_KFH_Submission Packet (Combined) _Redacted.pdf Organization: RFP No: 4573 ATTACHMENT A 5.1 PROPOSAL APPLICATION CHECKLIST Applicant: RFP No.: 4573 The applicant’s proposal must contain the following components in the order shown below. Return this checklist to the purchasing agency as part of the Proposal Application. Item Reference in RFP Format/Instructions Provided Required by Purchasing Agency Applicant to place “X” for items included in Proposal General: Proposal Application Checklist Section 1, RFP Attachment A X Proposal Application Form Section 1, RFP Attachment B X Proposal Table of Contents Overview Experience and Capability Project Organization and Staff. Service or Project Delivery Budget and Financials Attachments Section 3, RFP Section 3, RFP X One Unredacted Electronic Copy of Proposal (PDF format) Section 1, RFP Section 1, RFP X One Redacted Electronic Copy of Proposal (PDF format) Section 1, RFP Section 1, RFP X Certifications: Federal Certifications Section 5, RFP Attachment F, App. I X Program Specific Requirements: N/A Organization: RFP No: 4573 ATTACHMENT B 5.2 PROPOSAL APPLICATION FORM Project Title: Organization Name: Contact Name: Telephone: Email Address: Project Category: FOOD SECURITY AND AGRICULTURAL INITIATIVES PROGRAM Improving Community Food Security. Regional Agriculture and Food Systems Plan Certified Kitchens Infrastructure Certified Kitchens Cohort Technical Assistance Soil Amendment Development Program Local Food Producer Expansion Grant Program Funding Summary Amount SLFRF Funds Requested. $ Funds From Other Sources (if available). $ In-kind Contribution Value (if available). $ Total Project Cost. $ ACKNOWLEDGEMENT I, the undersigned, hereby certify that the information provided in this County of Hawaiʻi Request for Proposals has been reviewed in its entirety and the affixed signature accepts responsibility on behalf of said organization to inform its members of the content herein. All terms and conditions of this County of Hawaiʻi Request for Proposals shall be a part of any contract entered into as a result of this proposal. Signature: Name (please type or print clearly): Title: Date Signed: Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 TableofContents 3.1.Overview............................................. .............................................................................1 a.EntityDescription...................................................................................................1 b.ServiceorProjectOverview....................................................................................1 3.2.ExperienceandCapacity............................................................. .....................................2 a.Qualifications/Experience.....................................................................................2 b.QualityAssuranceandEvaluation............... ..........................................................3 3.3.ProjectOrganizationandStaffing......................................................................................4 3.4.ServiceorProjectDelivery.................................................................................................5 3.5.BudgetandFinancials................................................ ........................................................ 8 5.0Attachments: A.FederalTermsandConditions,SignedCertification B.LettersofSupportfromIdentifiedProjectBeneficiaries C.CertificateofGoodStan dingfromtheStateofHawai‘i D.KohalaFoodHubCertifiedKitchenDOHPassPlacard(permitarrivingsoonbymail) Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 OVERVIEW EntityDescription: KohalaFoodHub(KFH)wasf oundedin2019asaprojectundertheumbrellaofthe501(c)(3)Hawaii InstituteofPacificAgriculture.InJanuary2024,asaresultofKFH’ssteadyleadershipandsubstantial growthinimpactandoperations,FeedHawaii(anexisting 501(c)(3)organizationwithalignedpurpose) absorbedKFH’sactivitiesandstaffasitssoleprojectandfocus.KFHisnowanautonomousorganization underthenameFeedHawaiiDBAKohalaFoodHub. TheNorthKohaladistrictencompa ssesalandareatotaling133squaremileswithapopulationof5,998 (Censusreporter.org).Ofthisgeographicarea,85%oflandsarezonedforagriculture.Despiteboasting productiveagland,thestateofHawaiicurrentlyimports8 5-90%ofitsfood. KFH’smissionistoincreasetheagriculturalresilienceandabundanceofKohala.Weprovidescalable marketsolutionsthatcreatevitalvalue-chaininfrastructureandsustainableeconomicdevelopment. Solutionsincludeaccesstonewretailandwholesalemarkets,farmpick-ups,portioning,packing, marketing,distributionto6pick-uplocationsandtwodoorstepdeliveryroutesacrossNorthandSouth Kohala,shared-usecertif iedkitchen,mobilemarket,andtechnicalassistanceforournetworkofover120 localfoodproducers,consistingofsmall-midscalefarmersandvalue-addedfoodbusinesses. KFHoffersthelargest100%locale-marketplaceinthere gionwithfreshproductsfromfarmers,ranchers andfoodbusinessesconvenientlyavailableforonlineordering,doorstepdelivery,andpick-upinmultiple locationsacrossNorthandSouthKohala. Equitablefoodaccessisvitalt oKFH’smission,whichwesupportthroughinitiativessuchasserving foodasmedicine,freefoodprogramslikeVeggieRxandKaukauforKeiki,andprovidingaconvenient pathwayforSNAPcustomerstoobtainfresh,healthy,locallygr own,andmadefood ProjectOverview: KFHsigneda5-yearleasetooperateanexistingcertifiedkitchenatourfacilityon4/1/24forshared-use purposes.Inanticipationofleasingthecertifiedkitchen,wepurchasedvitalvalue-a ddedprocessing (VAP)equipmentincludingacommercialcitrusjuicer,dehydrator,freezedrier,mixer,andconvection oven,andsuppliesincludingvacuumsealers,blender,foodprocessor,pots,pans,handtools,knivesand more.Allnecessaryelectricalupgradestooperatethenewequipmentarecompleteasof4/29/24. Level1fundingfromtheCOHCertifiedKitchenInfrastructuregrantwillallowustoincreaseandrepair ourcoldstoragecapacity,cri ticaltoaccommodateincreasedkitchenusage,adddrystoragecapacity, makeotherminorimprovementsandupgradestothefacility,andparticipateinthetechnicalassistance cohort,enhancingourabilitytosupportourlocalpro ducernetwork.Theseinfrastructuralupgradesin conjunctionwithournewsuppliesandequipmentwillsatisfyabroadrangeoflocalfoodproducers’and community’sVAPneeds,creatingcapacityandopportunitytoincreasefoodsec urity,supportCOVID-19 recoveryefforts,andstimulateourlocalfoodeconomythatcurrentlydoesnotexistinKohala. KFHreceivedaFoodEstablishmentPermitforourcertifiedkitchenon5/7/24duringasuccessful DepartmentofHealth(DOH)inspection.UponCertifiedKitchenIncubatorProgramdesignfinalization, thekitchenwillbemadeavailableataccessiblerentalratestoourKohala-basedfarmers,backyard growers,andfoodbusines sesforVAPactivities.Preferentialaccesswillbegiventoproducerswhocan demonstratethattheyexperiencednegativeeconomicimpactsbetweenMarch2020andMarch2021due totheCOVID-19pandemic.Upgradestoourinfrastructu rewillbeperformedconcurrentlywiththe incubatorprogram.Becausenewcoldstoragewillbepurchasedofftheshelf,ratherthanbeingcustom built,andthereisexistingcoldstorageinthekitchenthatcanbeutilizeduntiltheupg radesarecomplete, thetotalprojecttimelinewillrequireapproximatelyoneyear. KFH’sthrivingonlineretailmarketwillbeanimmediateoutletthroughwhichproducerswillselltheir VAP,diversifyingandincreasingtheirre venuestreams.Ourteamhasbeeniniterativecommunication withtheHiloFoodHubteamsince2022tomodelourkitchenincubatorprogramaftertheirsuccessful example.Additionally,KFHwilllaunchitsownvalue-addedproductline utilizingthecertifiedkitchento bringotherwisewastedB-gradeproducetomarketandincreaserevenuestreamsforproducers,with initialR&Dalreadystartedandaphasedlaunchestimatedtobeginstarting7/15/24. 1 Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 ExperienceandCapacity:Qualifications/Experience: FeedHawaiiDBAKohalaFoodHub(KFH)hasalongstandingreputationforintegrity,reliability,and credibilitywithintheKohalacommunity,asevidencedbyboththelettersofsupportfromourproducer networkincludedwiththisproposalaswellasthesustainedexponentialgrowthinKFH’sidentified impactareassuchasproduce rsandcustomersserved,wholesaleaccountsbuilt,andcommunitymembers servedthroughfreeandsubsidizedfooddistributionbetween2021-2024.Theorganization’spositive reputationinthecommunityisbolsteredbyitspartic ipationandcollaborationincommunityorganizing effortssuchastheNorthKohalaCommunityDevelopmentPlan’sAdvisoryGroupandAgriculture Subcommittee,andongoingcollaborationswithalignedorganizationsincludingSam eCanoe,Kohala ResilienceHub,Malama‘ĀinaFoundation,KahuaPa‘aMua,OneVillageProject,andHIPAgriculture. KFHhasrecentlygrownfromastaffoffourtoastaffofsix,addingvitalcapacitytomanageitsprograms andprojects.ItsleadershipteamconsistsofanExecutiveDirector,OperationsDirector,KitchenManager andMarketManager,andissupportedbytwoAssociatescarryingoutoperationaldailyfunctions includingfarmpick-ups, producesorting,grading,andportioning,orderpacking,pick-upanddelivery. KFH’steamboastsextensiveexperienceinprojectadministration,operationsandfoodservice management.Thegroundworkforthecertifiedkitchen projecthasbeencompleted.TheKFH-operated kitchenisnowcertifiedasacoldkitchenandisequippedwithmostofthenecessaryequipment,supplies, andinfrastructure.TheKFHteamhasoverseenallelectricalupgrades,equipmen tinstallation,and plumbingrepairs,andmaintainsstrongrelationshipswiththelocallybasedcontractorswhohave performedtheskilledlaborfortheprojectthusfar. SignificantinterestinutilizingtheKFHshared-usecert ifiedkitchenhasbeenexpressedbymembersofits 120+localfoodproducernetwork,approximately33%ofwhomgrowormakefoodinNorthKohala,key stakeholdersandparticipantsinKFH’scertifiedkitchen’ssuccessandimpact.Inco llaborationwithHilo FoodHub’steam,KFH’sstaffisinprocessofdevelopingitscertifiedkitchenincubationprogramtobest benefitourlocalproducernetworkbyofferingaccessiblerentalrates,trainingontheprovidedequipm ent, andtechnicalassistancewiththeDepartmentofHealth’sprocess,labelingandpermittingrequirements. ThroughstrategicpartnershipswithKohalaResilienceHub,HIPAgriculture,Malama‘ĀinaFoundation, OneVillageProject,KahuaPa‘aMua,andtheNorthKohalaCommunityDevelopmentPlanAgriculture Subgroup,KFH’sstaffwillconductoutreachtolocalproducersinourcommunitytoensurethateveryone whocouldbenefitfromaccess tothekitchenisawareofthisresource. KFHhasreceivedfundingfromtheUSDAandtheWeinbergFamilyFoundation,supportingthe acquisitionoftheKFHcertifiedkitchenexistingequipment,supplies,andelectricalupgrades.KFH has alsorecentlyreceivedunrestrictedfundingfromtwodifferentprivatefoundations,whichwillsupportthe staffingandotheradministrativecapacityneededtosuccessfullycompletetheinfrastructureimprovement projectanddelivertheresourceofthekitchentoourlocalfoodproducersthroughtheincubatorprogram. DuetoKFH’shistoryofsupportinglocalfoodproducersduringthepandemicwithacontactlessdelivery servicefortheirgoo dswhentheirothermarketswereshuttingdownanditscollaborativeapproachand supportfrommultipleentities,KFHisconfidentinitscapacitytopositivelyimpactagriculturaland value-addedproducersaffectedbytheCOVID-1 9pandemicthroughthisproject. 2 Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 QualityAssuranceandEvaluation: KFHwillusethecriteriaoutlinedinthisRFPtoidentifysmallbusinessesandnonprofitsimpactedby COVID-19andofferthempreferentialaccesstoourCertifiedKitchenIncubatorProgram.Theprimary intakemethodwillbeaGoogleFormsenttoKFH’sproducernetworkandbroadercommunitythrough strategicpartnerships.Interes tedentitieswillthenbeaskedtosubmitfinancialrecordsdemonstrating decreasedrevenueorotherfinancialdifficulties,suchastheneedtodownsizestafforserviceareas, betweenMarch2020andMarch2021. Onceeligiblebeneficiariesareidentified,KFHwilltracktheirusageofthekitchenthroughtheFood Corridorsoftware.Todemonstrateeconomicbenefittoaminimumof5producersthroughoutthisproject, KFHstaffwilltrackthe salesofallvalue-addedproductsmadeintheKFH-operatedkitchenandsold throughKFH’sexistingonlinemarketthroughrevenuereportsgeneratedbyKFH’sPOSsystemLocal FoodMarketplace(LFM)andtrackwholesalevolumesinrepo rtsthroughQuickbooksOnline(QBO).For VAPproducedintheKFHkitchenandsoldthroughothermarketchannels,producerswillbeaskedto self-reportutilizingaGoogleFormthatKFHstaffwillcreateanddisseminate.KFHwillalsot rack increasedrevenueforitsproducernetworkinbothQBOandLFMduetoKFH’sincreasedpurchasingof B-gradeproduceforitsownvalue-addedproductline,scheduledtosoftlaunchinJuly,2024. KFH’sExecutiveDirector(ED)hase xtensiveexperiencemanaging,trackingoutcomeindicatorsfor,and reportingonbothprivateandgovernmentgrantsforKohalaFoodHub,includingaStateGrant-In-Aid,a Hawai‘iDepartmentofAgricultureFoodHubPilotaward,aUS DARegionalFoodSystemsPartnership sub-award,andmultipleprivatefoundationawards.Cumulativegrantfundsawardedoverthepast2.5 yearsandmanagedbyParishexceed$700,000,inadditiontoearnedrevenuegeneratedbyKohal aFood Hub’sprogramsandprojects. KFH'sEDmanagesaccountsreceivableandpayableinQuickbooksOnline(QBO).Allexpensesare reviewed,approvedandassignedtospecificfundingeachmonth.FeedHawaiihasanaccountingsystem tofile,track,andlabeleveryexpensebyaccount,class,andgrant,withareceiptonfileforeachexpense andsaveddigitallywithinthecloudsoftwareofHubdocsandinQBO.Expendituresareorganizedand filedwithinaprogramorg rantsothatstaffcaneasilypullreports.KFHcontractswithathird-party accountingprofessional,AonyxLLC-ClaireMuskopfCNAP[CertifiedNonprofitAccounting Professional]andQBOAdvancedCertifiedProadvisor,thatassi stsinmanagingtheQBOsoftware, reconciliations,tracking(andreleasingwithEDapproval)restrictedfunds,setsupaccountsreceivable andpayableprocedures,andhelpstrackallgrantawardswithspecificaccountlineitemst hatmatchthe grantawardbudget.Specificprogramsaresub-classifiedunderclassesordepartments.Equipment purchasesorcapitalinvestments$10,000+mustbeapprovedbytheBoardofDirectors,perthe organization’sfiscalp olicies. Alloftheseprocedureswillbefollowedforthisfundingopportunity,withquarterly“Projectand ExpenditureReports”submittedtotheCountyperthescheduleoutlinedintheRFPuntilthefunded projectiscomplete,toe nsuresuccessfuldeliveryofKFH’scertifiedkitcheninfrastructureproject. 3 Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 Staffing: FeedHawaii’sExecutiveDirectorMayaParish,hasdirectedKohalaFoodHub’si mpressiverecent growthsincejoiningastheDirectorofKohalaFoodHubinNovember,2021,overseeingthefollowing increasesinKeyPerformanceIndicators: ● IncreasedProducerNetwork: ○ From12activelocalfoodproducersi n2021to122activeproducersinQ12024 ● FreeFoodParticipants: ○ From40in2021to280in2023 ● PoundsofLocalFoodDistributed: ○ From9,090in2021to42,329in2023 ● EarnedNetRevenue: ○ From$18,662in2021to$136,521in 2023 ● PaidCustomers: ○ From82in2021to329in2023 Parishhasbeeninstrumentalinsecuringandeffectivelyutilizinggovernmentandprivatefundingforthe establishmentoftheKFHcertifiedshared-usekitchen,aprojectroo tedinthecommunity'sexpressed needandvision.Shehasoverseentheelectricalupgradeprojectforthekitchenalongsidehercolleagues, aswellasthepurchasingandinstallationofallkitchenequipmentandsupplies.Concurren tly,Parishhas successfullymanagedasmoothandfriendlyadministrativetransitionofKohalaFoodHub.Thistransition shiftedtheHubfrombeingafiscallysponsoredprojectofitsformerparentnon-profit,theHawaii InstituteofPacificAgriculture,tobecomingtheindependententity,FeedHawaii,doingbusinessas KohalaFoodHub. PriortodirectingKohalaFoodHub,ParishsupportedlocalagriculturalinitiativesonHawai‘iislandfor manyyearsthroughtheproductionoflarge-scaleeducationalworkshopseries,videosandevents, includingthepopular‘ĀinaFestand16-episodeYoutubevideoseries’ĀinaLessons.Previously,she workedasacommunityorganize r,organizinglarge-scaleevents,andasanOperationsManageratEscape HatchRentals,atopperformingvacationrentalpropertymanagementcompanyinthestateofHawai‘i. SandraRomer,OperationsDirector,bringsextensiveadm inistrativeandon-the-groundexperience.She previouslydirectedoperationsatthe501(c)(3)LegacyReefFoundationandmanagedfinancial documentsfortherecentKonaVillageResortrebuild.Additionally,shehasheldvariou srolesin procurementandcommoditymanagement.Sandraalsooperatedherownfoodcartbusiness,givingher valuableinsightsasaproducerforthisCapitalExpenditureinfrastructureprojectandongoingincubator program. KitchenManagerTravisTravershasspentadecadehoninghisskillsinthehospitalityindustry,Atthe fast-pacedTable6restaurantinAlaska,Traversprogressedfromtheroleofexpeditortosupervisorwithin threemonths,andtoGeneralManagerwithinthesubsequenteighteenmonths.Duringthechallenges posedtothehospitalityindustrybytheCOVID-19pandemic,Travispivotedtomanagingaretailstore andlatertransitionedtoarol easatopsalesanddistributionmanagerinthewholesalebusinesssector. SincejoiningtheKFHteam,Travishasleveragedhisextensivefood,beverage,andmanagerialexpertise todevelopKFH’scertifiedkitchenproject.Hewilla lsoleadeffortstosupportKFH’sproducernetwork throughtheCertifiedKitchenIncubatorProgram. LinaJacobs,MarketManager,bringstwodecadesofexperienceandaproventrackrecordinthefood industry.Sheownedandranthep rosperousMagpieCafeinBatonRouge,LAbeforerelocatingtoHawaii inearly2023.Inthepastyear,LinahasworkedcloselywiththeKFHteamtoenhancethevolumeand diversityoflocalfoodproductsavailableonKFH’sonlinemarket. 4 Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 ProjectDelivery: KFH'sapproachtoitscertifiedkitcheninfrastructureprojectandincubatorprogrammanagement embodiesacomprehensivestrategyaimedatincrea singviabilityforlocalproducers,bolsteringthe regionalfoodeconomy,andaidingtherecoveryofsmalltomid-scaleregionalproducersfromtheimpacts ofCOVID-19.Infrastructureupgradesinthisprojectinvolveacquiringan ewreach-inrefrigeratorand freezer,installinganewwalk-incooler,replacingthedoorandframeoftheexistingwalk-infreezer, addingaworktopfreezer,updatingfixturesonthe3-compartmentsink,andinstallingaventilati onfan andextrashelvingfordrystorage. TheworkalreadycompletedbytheKFHteam,suchasobtainingfunding,securinga5-yearleasefortheir communityshared-usekitchen,investinginessentialvalue-addedprocessingequipm ent,performing requiredelectricalupgrades,andarrangingaDOHinspection,demonstratetheircommitmenttoasmooth transitionintooperationalstatus.Byofferingaccessiblerentalratesandprioritizingproducerswhohave facedeconomicsetbacksduetothepandemic,KFHshowcasesakeenunderstandingofthechallenges facedbytheircommunityandagenuinedesiretoprovidesupportwhereitismostneeded.KFHaimsto addresstheshort-termCOVID-19re coveryneedsofatleastfivelocalagriculturalproducerswhile buildingafoundationforlong-termsustainabilityandsuccessinnurturingarobustlocalfoodsystem. BecauseKFH’sprojectisrelativelysmallinscopeanddoesnot requireanynewconstructionor permitting,theprojectteamisconfidentitcandelivertheprojectfullyanddemonstrateeconomicbenefit toaminimumof5localfoodproducersnegativelyaffectedbyCOVID-19withinatimelineofon eyear. WorkPlan: ● August2024: ○ ReceivecertifiedkitcheninfrastructurefundingawardandenterintocontractwithCOH: MayaParish,EDandCOHPersonnel ○ DevelopaGoogleFormtosolicitinterestinutilizingtheKFHshare d-usecertified kitchenwithanexplanationofpreferentialaccessforproducerswhoexperienced negativeeconomicharmandrequireddocumentationandsendtoKFH’sNorthandSouth Kohalaproducers(approx.40uniqueproducers) :MayaParish,ED,SandraRomer, OperationsDirector(OD),TravisTravers,KitchenManager(KM) ○ Developaninternalrubricforscoringnegativelyaffectedproducerspertheoutlined requirementsintheRFPregardingaffectedi ncomeandaninternalsystemforoffering preferentialaccesstothekitchenspace:MayaParish,ED,SandraRomer,OD ○ Beginwidercommunityoutreachregardingtheavailabilityofashared-usecertified kitchenforrentinKohala ataccessiblerates,sharingcriteriaforqualifyingfor preferentialaccesstargetedatproducerswhohaveexperiencednegativeeffectsdueto COVID-19,utilizingcommunicationchannelsofstrategicpartners,socialmedia,KF H’s newsletter,printedflyers,andaKohalaMountainNewsarticle:JesseRubendall, ContractedMarketingandCommunicationsExpertandTravisTravers,(KM) ○ RequestandreceiveapprovalfromFeedHawaii’sBoardofDirectorsf orthebudgeted equipmentexpendituresoutlinedinthisproposal:MayaParish,ED ○ PlaceequipmentordersforbudgetedupgradedcoldstorageequipmentthroughBargreen EllisonandCosco:MayaParish,EDandBargreenEllison’sS alesRepresentatives DavidQuonandJaredOkuna,CoscoSalesRepresentativeDonaldBradley ● September2024: ○ BeginparticipationwiththeTechnicalAssistanceCohort(startdateTBD):Travis Travers,KM ○ IntakelocalfoodproducerstoutilizethekitchenandassistthemwithDOHfood establishmentpermittingrequirements,GETlicenseacquisition,GLpolicyasneeded, labelingrequirements,andprocessflowdevelopment:Travi sTravers,KM ○ Request,receiveandapprovequotefromRod’sRepairfortheassemblyandwiringofthe offtheshelfmodularwalk-inrefrigerator:SandraRomer,OD,MayaParish,ED 5 Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 ○ DevelopSOPsfortheshared-usecertifiedkitchenregardingequipmentusageandground rulesforfoodsafety,safetyofproducers,andtheongoingsecurityoftheequipmentand space:MayaParish,ED,SandraRomer,O D,TravisTravers,KM ○ Consultwithskilledhandymanfordrystorageadditionstokitchenspaceandplaceorders formaterials:SandraRomer,OD,TravisTravers,KMandAndrewPerez (handyman) ○ Orderanylastsuppliesneededfor kitchentobefullyoperationaltoabroadrangeof producers:TravisTravers,KM ● October2024 ○ SubscribetoFoodCorridorSoftwarefortracking,scheduling,permitandpayment processingCertifiedKitchenIncubatorProgram andtrainkeystaffonitsfunctionality: MayaParish,ED,SandraRomer,OD,TravisTravers,KM ○ Purchasenew3-compartmentsinkfixturesincludingsprayer:TravisTravers,KM ○ Scheduleplumbertoreplaceoldfixtureswithnewo nesandcompleteservice:Travis Travers,KMandChris’Mechanical(plumber) ○ Scheduleskilledhandymanfordrystoragebuilt-incabinetryadditionsandexhaustfan installationcompleteimprovement:TravisTravers,KMandAn drewPerez (handyman) ○ Installreach-infridgeandfreezerandworktablefreezerequipment:BargreenEllison deliveryteam,TravisTravers,KM ● November2024 ○ Launchcertifiedkitchenincubatorprogram,offeringaccess tofullyequippedcertified kitchenforVAPactivities:MayaParish,ED,SandraRomer,OD,TravisTravers,KM ○ Installofftheshelfmodularwalk-incooler:MayaParish,ED,SandraRomer,OD, Rod’sRepairStaff ○ Replacedoorandframeofwalk-infreezer,servicetheunit,andputitintooperation: MayaParish,ED,SandraRomer,OD,KohalaCoastHVAC ○ BeginsellingVAPproducedinthekitchenonKFH’se-commercesiteandPOSsystem LocalFoodMarketplace:LinaJacobs,MarketManager(MM) ○ Conductoutreachandsecurenewwholesaleaccountsforvalue-added-productsproduced intheKFHkitchen:MayaParish,ED,SandraRomer,OD ● December2024-August2025 ○ WorkcontinuouslyanditerativelywithexistingKFHproducernetwork,newproducers, andcommunityleadersparticipatinginthecertifiedkitchenrentalprogram,providing scheduling,payment,kitchenSOP,andtechnicalas sistanceregardingDOHrequirements forfoodmanufacturing:MayaParish,ED,SandraRomer,OD,TravisTravers,KM andLinaJacobs,MM ○ Executemarketingandcommunityoutreachcontinuouslyanditerativelyforthe shared-usecertifiedkitchenrentalprogram:MayaParish,EDandJesseRubendall, ContractedMarketingExpert ○ Maintainkitchen,equipmentandsuppliesinexcellentworkingorder,repairingand supplementingasneeded:Tra visTravers,KM ○ TrackoutcomeindicatorsforprojectbypullingreportsfromQBO,FoodCorridor,and LocalFoodMarketplace(LFM),andGoogleFormresponses,trackingnumberof producerssupportedthroughthekitchenprogram,n umberofnewvalue-addedproducts createdandsoldthroughKFH’sonlinemarketandwholesalechannels,andincreased revenuepercentagechangeanddollarsforCOVID-19affectedproducers:MayaParish, EDandSandraRomer,OD 6 Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 ArchitectureandEngineeringPlans: NoarchitectureorengineeringplansarerequiredforKFH’scertifiedkitcheninfrastructureproject.The kitchenisalreadycon structedtocodeandcertified.Thecoldstorageequipmentincludedinthisgrant proposalareentirely“offtheshelf”unitsthatdonotrequirepermitsorplansforinstallation.Thelargest equipmentpiece,thesmallwalk-inrefri geratoroperatesat115V,andasnonewpowerneedstobepulled, permitsarenotrequiredtowireit.Thedrystorageadditionstothefacilityincludedintheproposalare minorandcanbeconductedbyaskilledhandyman.Allplumbingisc omplete.Onlythewalk-infreezer doorandframe,aswellasthefixturesintheexisting3-compartmentsink,requirereplacement.These upgradescanbecompletedwithoutapermit. Identified,PendingorApprovedPermits: TheKFHteamhasbeenworkingiterativelywithJeffMukai,DepartmentofHealth(DOH)inspector, overthepastsixmonthstoensurecompliancewithallDOHregulationstooperateashared-usekitchen andperformitsownvalue-addedp roductactivities.KFH’ssubmittedletterofintentforoperatingthe kitchenandprocessflowsforitsinitialVAPactivitieshavebeenapprovedbyDOH,andKFHreceivedan approvedFoodEstablishmentPermittooperatethekitchena titsinspectionon5/7/24. BusinessPlan: ● Seveninitialprojectbeneficiarieshavealreadybeenidentifiedutilizingthecriteriaofhavingbeen inbusinesspriortotheCOVID-19pandemicandhavingexperiencednegativeecono micharmas aresultofthepandemic.Initialidentifiedproducersinclude:KapanaiaFarms,IslandHarvest, OneVillageProject,KahuaPa’aMua,HawaiiRoyalHemp,HIPAgriculture,andTripleK Orchards. ● KFH’sprojectteamanti cipatesidentifyingadditionalprojectbeneficiarieswhomeettheabove criteriathroughtheplannedoutreachandcommunicationseffortstosolicitinterestand enrollmentinitsCertifiedKitchenIncubatorProgram. ● Projectbeneficiarieswillbescreenedpertheinternalrubricdevelopedandaskedtopresent supportingdocumentationverifyingnegativefinancialimpact.Theseproducerswillbegiven preferentialaccesstothekitchen,an dimpactswillbetrackedperthecriteriaoutlinedabove. ● KFHstaffwillworkwiththeidentifiedprojectbeneficiariesthroughouttheprojectdurationand beyondtosupporttheireconomicviabilitypost-projectperiod,byoffe ring: ○ Technicalassistancegleanedfromparticipationinthecohort,includingbutnotlimitedto: ■ DOHlabelingandpackagingrequirements ■ Hands-ontrainingonVAPequipmentoperation ○ AccesstoKFHsestablishedretai landwholesalemarkets ○ AccesstoKFH’sdistributionservices ○ OngoingaccesstoafullyequippedcertifiedkitchenfacilityforongoingVAPactivities ○ Referralstobrandingandmarketingprofessionals Compliance: KFH’scertifiedkitcheninfrastructureprojectwillremaininfullcompliancewithcountyandstate regulationsthroughouttheprojectperiodandbeyond.Substantialeffortshavealreadybeenmadebythe KFHteamtomeetDepartmentofHealth’s(DOH)regulatorycompliancestandardsforKFH’s value-addedproductlinelaunch,andtheteamwillpassonthatexpertisealongwithknowledgegleaned fromthetechnicalassistancecohortto theproject’sidentifiedbeneficiaries.Asacertifiedcoldkitchen, KFHwillensurethatnogreaseladenvaporsarecreatedfromanyproductsmadeinthekitchen.Theteam willmonitorkitchenusagebyproducerswithfoodestablishm entpermitsthatlisttheKFHkitchenastheir supportkitchen.TheywillmaintainclosecommunicationwiththeassignedDOHinspectortoensurethat allfoodrequiringpreparationinacertifiedkitchenisindeedpreparedthereandn otinhomekitchens. 7 Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 5.6.24 ToWhomitMayConcern, Asoutlinedinouroverviewstatementintheprojectnarrative,KohalaFoodHub(KFH)wasfoundedin 2019asaprojectundertheumbrellaofthe501(c)(3)HawaiiInstituteofPacificAgriculture.InJanuary 2024,asaresultofKFH’ssubstantialgrowthinimpact,operationsandsteadyleadership,FeedHawaii (anexisting501(c)(3) organizationwithalignedpurpose)absorbedKFH’sactivitiesandstaffasitssole projectandfocus.KFHisnowanautonomousorganizationunderthenameFeedHawaiiDBAKohala FoodHub. PriortoFeedHawaiiabsorbingKohalaFoodHu b’sactivitiesandstaff,FeedHawaiihadnoactivityfor thefullcalendaryearof2023.Thepreviousrecordkeepingprovidedbytheorganizationislimitedtothe 990-NandAnnualCharitiesfilingsfor2022.Therewasnoapprovedbudg etfor2023,astheorganization wasdormantatthattime. PriortoKohalaFoodHubbeingabsorbedbyFeedHawaii,ithadexperiencedexponentialgrowthin2022 and2023.ThisisdemonstratedbythedistinctKFHSOAs(StatementsofActi vity)includedinthispacket whileunderitsformerparentorganizationHawaiiInstituteofPacificAgriculture. Assuch,thesubmissionofonlyFeedHawaii’sfinancialdocumentswouldbemissingtheactualactivity ofKFHandcannotaccuratelydemonstrateKFH’sgrowthtrajectoryandcapacityoverthelastseveral years. Pleasefindthefollowingfinancialdocumentationinthispacket: 1. KFH’s2022and2023 StatementofActivitieswhileu nderHIPAgriculture(pleasenotethat theseSOAsareentirelydistinctfromtherestofHIPAgriculture’sactivitiesandONLYrepresent KohalaFoodHub’sactivities). 2. FeedHawaiiDBAKohalaFoodHub’sP/LforQ12024. 3. FeedHawaii’s2022and2023990-Nfilings(pleasenotethatwedonothaveaccesstoandare unabletosubmitHIPAgriculture’s990filingsaswearenolongeraffiliatedwiththe organization). a. Alsonoteinadditiontonothavin gaccesstoHipAgricultureʻstaxreturns, theonly recordspassedonfromthepreviousFeedHawaiiadministrationteamwerethe2022 990-NfilingrecordandtheAnnualCharityfilingfrom2022. 4. FeedHawaiiDBAKohalaFoodHub’sa pproved2024budget(wedonothaveanapproved budgetforFeedHawaiifrom2023duetothereasonsstatedaboveandKFHdidnothavea separateapprovedbudgetwhileunderHIPAgriculture.AswedonothaveaccesstoHIP Agriculture’sapproved2023budget,weareonlyabletosubmitthisapprovedbudgetfor2024.) 5. FeedHawaiiDBAKohalaFoodHub’sYTDBalanceSheetfor2024(pleasenotethatwedonot haveadistinctbalancesheetforKFHwhenunderH IPAgriculturein2023,asassuch,arenot abletosubmitone) Wehavenotundergoneanyrecentaudits,andassuch,donothaveanyauditdocumentationto submit.Pleaseletusknowifyouhavefurtherquestionsregardingthisfinancial packetandexplanation. Mahalo, MargaretParish,FeedHawaiiDBAKohalaFoodHub,ExecutiveDirector Kohala Food Hub Statement of Activity January - March, 2024 Accrual Basis Monday, May 6, 2024 04:14 PM GMT-10:00 2/3 TOTAL Kohala Food Hub Statement of Activity January - March, 2024 Accrual Basis Monday, May 6, 2024 04:14 PM GMT-10:00 3/3 TOTAL Kohala Food Hub Statement of Financial Position As of May 7, 2024 Accrual Basis Tuesday, May 7, 2024 04:09 PM GMT-10:00 2/2 TOTAL Public Inspection Copy 2022 For calendar year 2022, or tax year beginning , and ending Form e-Postcard Worksheet 990-N 1. Employer identification number (EIN), also known as a Taxpayer Identification Number (TIN) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Legal name of organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3. 4. Any other names the organization uses (Doing Business As) . . . . . . . . . . . . . . . . . . Principal officer name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Web site address if the organization has one . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organization's annual gross receipts are normally $50,000 or less . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 6. 7. 8. Note: Form 990-N can ONLY be filed electronically, and is filed in lieu of Forms 990 or 990-EZ, if eligibility is met. The following items are required for a complete electronic submission: Organization is terminated or in the process of termination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Mailing street address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . City or foreign province . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . State or foreign country code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Zip code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Zip code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . State or foreign country code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . City . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Mailing street address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Street address line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Employer Identification NumberName Foreign province . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Feed Hawaii 11-3704749 11-3704749 2022 Feed Hawaii PO Box 1569 Kapaau HI 96755 Kohala Village Hub Delphina Dorrance PO Box 1569 Kapaau HI 96755 www.kohalavillage.com/hub X FEEDHAWAII T o Whom it May Concern, 05/05/2024 I am writing in full support of Kohala Food Hub's (KFH) County of Hawaii Certified Kitchen I nfrastructure grant proposal, which holds immense promise for our local agricultural community. A s an agricultural producer who has faced the economic challenges of the COVID-19 pandemic f irsthand since March 2020, I recognize the vital importance of initiatives like KFH's in r evitalizing our industry and fostering economic resilience. K FH's proposal outlines a comprehensive plan to enhance their existing certified kitchen’s i nfrastructure. The acquisition of vital value-added processing (VAP) equipment and upgrades to e lectrical systems that the organization has already completed signify KFH's commitment to p roviding essential resources for local producers. These investments not only bolster food s ecurity but also stimulate economic growth within our community. T he proposed enhancements, funded in part by the COH Certified Kitchen Infrastructure grant, w ill expand KFH's capacity to support local producers and food businesses. Increased cold and d ry storage facilities will enable KFH to accommodate higher kitchen usage and offer accessible r ental rates for VAP activities. Their participation in a technical assistance cohort will further a ugment their ability to serve our local producer network effectively. K FH's collaborative approach, demonstrated through engagement with the Hilo Food Hub team a nd plans to model successful examples, underscores their dedication to maximizing positive i mpacts for our agricultural community. I am particularly excited about KFH's plan to launch a value-added product line, utilizing the c ertified kitchen to bring otherwise wasted produce to market and create additional revenue s treams for producers. This innovative endeavor not only addresses food waste challenges but a lso opens new opportunities for local producers to diversify their offerings and reach broader m arkets. B y investing in KFH's vision for sustainable development and equitable access to resources, we c an build a more resilient and thriving food economy for generations to come. T hank you for considering my endorsement of KFH's proposal. Please do not hesitate to reach o ut if you require further information or clarification. S incerely, E rika Kuhr, Co-Director H awai’i Institute of Pacific Agriculture Mailing Address: P.O. Box 497 Kapaau HI 96755 Physical Address: 52-4700 Akoni Pule Hwy. Kapaau HI 96755 Website: www.hipagriculture.org Email: erika@hipagriculture.org Office Telephone: 808-889-6316 May 3rd, 2024 To Whom it May Concern, Island Harvest offers its full support of Kohala Food Hub's (KFH) County of Hawaii Certified Kitchen Infrastructure grant proposal, which holds immense promise for our local agricultural community. As a macadamia nut farmer and value-added product producer I recognize the vital importance of initiatives like KFH's in revitalizing our industry and fostering economic resilience. KFH's proposal outlines a comprehensive plan to enhance their existing certified kitchen’s infrastructure. The acquisition of vital value-added processing (VAP) equipment and upgrades to electrical systems that the organization has already completed signify KFH's commitment to providing essential resources for local producers. These investments not only bolster food security but also stimulate economic growth within our community. The proposed enhancements, funded in part by the COH Certified Kitchen Infrastructure grant, will expand KFH's capacity to support local producers and food businesses. Increased cold and dry storage facilities will enable KFH to accommodate higher kitchen usage and offer accessible rental rates for VAP activities. Their participation in a technical assistance cohort will further augment their ability to serve our local producer network effectively. Our business, Island Harvest, currently utilizes certified kitchen facilities located over 50 miles away from our farm and headquarters because of the lack of adequate infrastructure in our community. KFH’s proposal will serve to expand and elevate the potential of our agricultural industry and solve key roadblocks to success. Thank you for considering my endorsement of KFH's proposal. Please do not hesitate to reach out if you require further information or clarification. Sincerely, Nathan Trump General Manger Island Harvest Inc. 808-895-1261 nathan@islandharvesthawaii.com May 2nd, 2024 To Whom it May Concern, I am writing in full support of Kohala Food Hub's (KFH) County of Hawaii Certified Kitchen Infrastructure grant proposal, which holds immense promise for our local agricultural community. As an agricultural producer who has faced the economic challenges of the COVID-19 pandemic firsthand since March 2020, I recognize the vital importance of initiatives like KFH's in revitalizing our industry and fostering economic resilience. KFH's proposal outlines a comprehensive plan to enhance their existing certified kitchen’s infrastructure. The acquisition of vital value-added processing (VAP) equipment and upgrades to electrical systems that the organization has already completed signify KFH's commitment to providing essential resources for local producers. These investments not only bolster food security but also stimulate economic growth within our community. The proposed enhancements, funded in part by the COH Certified Kitchen Infrastructure grant, will expand KFH's capacity to support local producers and food businesses. Increased cold and dry storage facilities will enable KFH to accommodate higher kitchen usage and offer accessible rental rates for VAP activities. Their participation in a technical assistance cohort will further augment their ability to serve our local producer network effectively. KFH's collaborative approach, demonstrated through engagement with the Hilo Food Hub team and plans to model successful examples, underscores their dedication to maximizing positive impacts for our agricultural community. By investing in KFH's vision for sustainable development and equitable access to resources, we can build a more resilient and thriving food economy for generations to come. Thank you for considering my endorsement of KFH's proposal. Please do not hesitate to reach out if you require further information or clarification. Sincerely, Sandra Tran, President Kapanaia Farms (949) 280-0233 sandra@kapanaiafarms.com Phone Web Address 602-568-8886 www.onevillageproject.org PO BOX 988 Kapaau, HI 96755 05/03/2024 To Whom it May Concern, I am writing in full support of Kohala Food Hub's (KFH) County of Hawaii Certified Kitchen Infrastructure grant proposal, which holds immense promise for our local agricultural community. As an as an agricultural producer and as a nonprofit focused on agricultural education who has faced the economic challenges of the COVID-19 pandemic firsthand since March 2020, our organization recognizes the vital importance of initiatives like KFH's in revitalizing our industry and fostering economic resilience. KFH's proposal outlines a comprehensive plan to enhance their existing certified kitchen’s infrastructure. The acquisition of vital value-added processing (VAP) equipment and upgrades to electrical systems that the organization has already completed signify KFH's commitment to providing essential resources for local producers. These investments not only bolster food security but also stimulate economic growth within our community. The proposed enhancements, funded in part by the COH Certified Kitchen Infrastructure grant, will expand KFH's capacity to support local producers and food businesses. Increased cold and dry storage facilities will enable KFH to accommodate higher kitchen usage and offer accessible rental rates for VAP activities. Their participation in a technical assistance cohort will further augment their ability to serve our local producer network effectively. KFH's collaborative approach, demonstrated through engagement with the Hilo Food Hub team and plans to model successful examples, underscores their dedication to maximizing positive impacts for our agricultural community. Our organization is particularly excited about KFH's plan to launch a value-added product line, utilizing the certified kitchen to bring otherwise wasted produce to market and create additional revenue streams for producers. We see a great need of this element of the food system and are grateful to KFH for their leadership. This innovative endeavor not only addresses food waste challenges but also opens new opportunities for local producers to diversify their offerings and reach broader markets. By investing in KFH's vision for sustainable development and equitable access to resources, we can build a more resilient and thriving food economy for generations to come. Thank you for considering my endorsement of KFH's proposal. Please do not hesitate to reach out if you require further information or clarification. Sincerely, Aliya Rosenbloom Aliya Rosenbloom, Program Director One Village Project 602-568-8886 Department of Commerce and Consumer Affairs CERTIFICATE OF GOOD STANDING I, the undersigned Director of Commerce and Consumer Affairs of the State of Hawaii, do hereby certify that FEED HAWAII was incorporated under the laws of Hawaii on 08/29/2003 ; that it is an existing nonprofit corporation; and that, as far as the records of this Department reveal, has complied with all of the provisions of the Hawaii Nonprofit Corporations Act, regulating domestic nonprofit corporations. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of the Department of Commerce and Consumer Affairs, at Honolulu, Hawaii. Dated: May 03, 2024 Director of Commerce and Consumer Affairs To check the authenticity of this certificate, please visit: http://hbe.ehawaii.gov/documents/authenticate.html Authentication Code: 499265-COGS_PDF-205522D2 Bid Zip RFP #4573/Feed Hawaii_1036820/Submission Packet (Combined) - Not Redacted.pdf Organization: RFP No: 4573 ATTACHMENT A 5.1 PROPOSAL APPLICATION CHECKLIST Applicant: RFP No.: 4573 The applicant’s proposal must contain the following components in the order shown below. Return this checklist to the purchasing agency as part of the Proposal Application. Item Reference in RFP Format/Instructions Provided Required by Purchasing Agency Applicant to place “X” for items included in Proposal General: Proposal Application Checklist Section 1, RFP Attachment A X Proposal Application Form Section 1, RFP Attachment B X Proposal Table of Contents Overview Experience and Capability Project Organization and Staff. Service or Project Delivery Budget and Financials Attachments Section 3, RFP Section 3, RFP X One Unredacted Electronic Copy of Proposal (PDF format) Section 1, RFP Section 1, RFP X One Redacted Electronic Copy of Proposal (PDF format) Section 1, RFP Section 1, RFP X Certifications: Federal Certifications Section 5, RFP Attachment F, App. I X Program Specific Requirements: N/A Organization: RFP No: 4573 ATTACHMENT B 5.2 PROPOSAL APPLICATION FORM Project Title: Organization Name: Contact Name: Telephone: Email Address: Project Category: FOOD SECURITY AND AGRICULTURAL INITIATIVES PROGRAM Improving Community Food Security. Regional Agriculture and Food Systems Plan Certified Kitchens Infrastructure Certified Kitchens Cohort Technical Assistance Soil Amendment Development Program Local Food Producer Expansion Grant Program Funding Summary Amount SLFRF Funds Requested. $ Funds From Other Sources (if available). $ In-kind Contribution Value (if available). $ Total Project Cost. $ ACKNOWLEDGEMENT I, the undersigned, hereby certify that the information provided in this County of Hawaiʻi Request for Proposals has been reviewed in its entirety and the affixed signature accepts responsibility on behalf of said organization to inform its members of the content herein. All terms and conditions of this County of Hawaiʻi Request for Proposals shall be a part of any contract entered into as a result of this proposal. Signature: Name (please type or print clearly): Title: Date Signed: Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 TableofContents 3.1.Overview............................................. .............................................................................1 a.EntityDescription...................................................................................................1 b.ServiceorProjectOverview....................................................................................1 3.2.ExperienceandCapacity............................................................. .....................................2 a.Qualifications/Experience.....................................................................................2 b.QualityAssuranceandEvaluation............... ..........................................................3 3.3.ProjectOrganizationandStaffing......................................................................................4 3.4.ServiceorProjectDelivery.................................................................................................5 3.5.BudgetandFinancials................................................ ........................................................ 8 5.0Attachments: A.FederalTermsandConditions,SignedCertification B.LettersofSupportfromIdentifiedProjectBeneficiaries C.CertificateofGoodStan dingfromtheStateofHawai‘i D.KohalaFoodHubCertifiedKitchenDOHPassPlacard(permitarrivingsoonbymail) Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 OVERVIEW EntityDescription: KohalaFoodHub(KFH)wasf oundedin2019asaprojectundertheumbrellaofthe501(c)(3)Hawaii InstituteofPacificAgriculture.InJanuary2024,asaresultofKFH’ssteadyleadershipandsubstantial growthinimpactandoperations,FeedHawaii(anexisting 501(c)(3)organizationwithalignedpurpose) absorbedKFH’sactivitiesandstaffasitssoleprojectandfocus.KFHisnowanautonomousorganization underthenameFeedHawaiiDBAKohalaFoodHub. TheNorthKohaladistrictencompa ssesalandareatotaling133squaremileswithapopulationof5,998 (Censusreporter.org).Ofthisgeographicarea,85%oflandsarezonedforagriculture.Despiteboasting productiveagland,thestateofHawaiicurrentlyimports8 5-90%ofitsfood. KFH’smissionistoincreasetheagriculturalresilienceandabundanceofKohala.Weprovidescalable marketsolutionsthatcreatevitalvalue-chaininfrastructureandsustainableeconomicdevelopment. Solutionsincludeaccesstonewretailandwholesalemarkets,farmpick-ups,portioning,packing, marketing,distributionto6pick-uplocationsandtwodoorstepdeliveryroutesacrossNorthandSouth Kohala,shared-usecertif iedkitchen,mobilemarket,andtechnicalassistanceforournetworkofover120 localfoodproducers,consistingofsmall-midscalefarmersandvalue-addedfoodbusinesses. KFHoffersthelargest100%locale-marketplaceinthere gionwithfreshproductsfromfarmers,ranchers andfoodbusinessesconvenientlyavailableforonlineordering,doorstepdelivery,andpick-upinmultiple locationsacrossNorthandSouthKohala. Equitablefoodaccessisvitalt oKFH’smission,whichwesupportthroughinitiativessuchasserving foodasmedicine,freefoodprogramslikeVeggieRxandKaukauforKeiki,andprovidingaconvenient pathwayforSNAPcustomerstoobtainfresh,healthy,locallygr own,andmadefood ProjectOverview: KFHsigneda5-yearleasetooperateanexistingcertifiedkitchenatourfacilityon4/1/24forshared-use purposes.Inanticipationofleasingthecertifiedkitchen,wepurchasedvitalvalue-a ddedprocessing (VAP)equipmentincludingacommercialcitrusjuicer,dehydrator,freezedrier,mixer,andconvection oven,andsuppliesincludingvacuumsealers,blender,foodprocessor,pots,pans,handtools,knivesand more.Allnecessaryelectricalupgradestooperatethenewequipmentarecompleteasof4/29/24. Level1fundingfromtheCOHCertifiedKitchenInfrastructuregrantwillallowustoincreaseandrepair ourcoldstoragecapacity,cri ticaltoaccommodateincreasedkitchenusage,adddrystoragecapacity, makeotherminorimprovementsandupgradestothefacility,andparticipateinthetechnicalassistance cohort,enhancingourabilitytosupportourlocalpro ducernetwork.Theseinfrastructuralupgradesin conjunctionwithournewsuppliesandequipmentwillsatisfyabroadrangeoflocalfoodproducers’and community’sVAPneeds,creatingcapacityandopportunitytoincreasefoodsec urity,supportCOVID-19 recoveryefforts,andstimulateourlocalfoodeconomythatcurrentlydoesnotexistinKohala. KFHreceivedaFoodEstablishmentPermitforourcertifiedkitchenon5/7/24duringasuccessful DepartmentofHealth(DOH)inspection.UponCertifiedKitchenIncubatorProgramdesignfinalization, thekitchenwillbemadeavailableataccessiblerentalratestoourKohala-basedfarmers,backyard growers,andfoodbusines sesforVAPactivities.Preferentialaccesswillbegiventoproducerswhocan demonstratethattheyexperiencednegativeeconomicimpactsbetweenMarch2020andMarch2021due totheCOVID-19pandemic.Upgradestoourinfrastructu rewillbeperformedconcurrentlywiththe incubatorprogram.Becausenewcoldstoragewillbepurchasedofftheshelf,ratherthanbeingcustom built,andthereisexistingcoldstorageinthekitchenthatcanbeutilizeduntiltheupg radesarecomplete, thetotalprojecttimelinewillrequireapproximatelyoneyear. KFH’sthrivingonlineretailmarketwillbeanimmediateoutletthroughwhichproducerswillselltheir VAP,diversifyingandincreasingtheirre venuestreams.Ourteamhasbeeniniterativecommunication withtheHiloFoodHubteamsince2022tomodelourkitchenincubatorprogramaftertheirsuccessful example.Additionally,KFHwilllaunchitsownvalue-addedproductline utilizingthecertifiedkitchento bringotherwisewastedB-gradeproducetomarketandincreaserevenuestreamsforproducers,with initialR&Dalreadystartedandaphasedlaunchestimatedtobeginstarting7/15/24. 1 Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 ExperienceandCapacity:Qualifications/Experience: FeedHawaiiDBAKohalaFoodHub(KFH)hasalongstandingreputationforintegrity,reliability,and credibilitywithintheKohalacommunity,asevidencedbyboththelettersofsupportfromourproducer networkincludedwiththisproposalaswellasthesustainedexponentialgrowthinKFH’sidentified impactareassuchasproduce rsandcustomersserved,wholesaleaccountsbuilt,andcommunitymembers servedthroughfreeandsubsidizedfooddistributionbetween2021-2024.Theorganization’spositive reputationinthecommunityisbolsteredbyitspartic ipationandcollaborationincommunityorganizing effortssuchastheNorthKohalaCommunityDevelopmentPlan’sAdvisoryGroupandAgriculture Subcommittee,andongoingcollaborationswithalignedorganizationsincludingSam eCanoe,Kohala ResilienceHub,Malama‘ĀinaFoundation,KahuaPa‘aMua,OneVillageProject,andHIPAgriculture. KFHhasrecentlygrownfromastaffoffourtoastaffofsix,addingvitalcapacitytomanageitsprograms andprojects.ItsleadershipteamconsistsofanExecutiveDirector,OperationsDirector,KitchenManager andMarketManager,andissupportedbytwoAssociatescarryingoutoperationaldailyfunctions includingfarmpick-ups, producesorting,grading,andportioning,orderpacking,pick-upanddelivery. KFH’steamboastsextensiveexperienceinprojectadministration,operationsandfoodservice management.Thegroundworkforthecertifiedkitchen projecthasbeencompleted.TheKFH-operated kitchenisnowcertifiedasacoldkitchenandisequippedwithmostofthenecessaryequipment,supplies, andinfrastructure.TheKFHteamhasoverseenallelectricalupgrades,equipmen tinstallation,and plumbingrepairs,andmaintainsstrongrelationshipswiththelocallybasedcontractorswhohave performedtheskilledlaborfortheprojectthusfar. SignificantinterestinutilizingtheKFHshared-usecert ifiedkitchenhasbeenexpressedbymembersofits 120+localfoodproducernetwork,approximately33%ofwhomgrowormakefoodinNorthKohala,key stakeholdersandparticipantsinKFH’scertifiedkitchen’ssuccessandimpact.Inco llaborationwithHilo FoodHub’steam,KFH’sstaffisinprocessofdevelopingitscertifiedkitchenincubationprogramtobest benefitourlocalproducernetworkbyofferingaccessiblerentalrates,trainingontheprovidedequipm ent, andtechnicalassistancewiththeDepartmentofHealth’sprocess,labelingandpermittingrequirements. ThroughstrategicpartnershipswithKohalaResilienceHub,HIPAgriculture,Malama‘ĀinaFoundation, OneVillageProject,KahuaPa‘aMua,andtheNorthKohalaCommunityDevelopmentPlanAgriculture Subgroup,KFH’sstaffwillconductoutreachtolocalproducersinourcommunitytoensurethateveryone whocouldbenefitfromaccess tothekitchenisawareofthisresource. KFHhasreceivedfundingfromtheUSDAandtheWeinbergFamilyFoundation,supportingthe acquisitionoftheKFHcertifiedkitchenexistingequipment,supplies,andelectricalupgrades.KFH has alsorecentlyreceivedunrestrictedfundingfromtwodifferentprivatefoundations,whichwillsupportthe staffingandotheradministrativecapacityneededtosuccessfullycompletetheinfrastructureimprovement projectanddelivertheresourceofthekitchentoourlocalfoodproducersthroughtheincubatorprogram. DuetoKFH’shistoryofsupportinglocalfoodproducersduringthepandemicwithacontactlessdelivery servicefortheirgoo dswhentheirothermarketswereshuttingdownanditscollaborativeapproachand supportfrommultipleentities,KFHisconfidentinitscapacitytopositivelyimpactagriculturaland value-addedproducersaffectedbytheCOVID-1 9pandemicthroughthisproject. 2 Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 QualityAssuranceandEvaluation: KFHwillusethecriteriaoutlinedinthisRFPtoidentifysmallbusinessesandnonprofitsimpactedby COVID-19andofferthempreferentialaccesstoourCertifiedKitchenIncubatorProgram.Theprimary intakemethodwillbeaGoogleFormsenttoKFH’sproducernetworkandbroadercommunitythrough strategicpartnerships.Interes tedentitieswillthenbeaskedtosubmitfinancialrecordsdemonstrating decreasedrevenueorotherfinancialdifficulties,suchastheneedtodownsizestafforserviceareas, betweenMarch2020andMarch2021. Onceeligiblebeneficiariesareidentified,KFHwilltracktheirusageofthekitchenthroughtheFood Corridorsoftware.Todemonstrateeconomicbenefittoaminimumof5producersthroughoutthisproject, KFHstaffwilltrackthe salesofallvalue-addedproductsmadeintheKFH-operatedkitchenandsold throughKFH’sexistingonlinemarketthroughrevenuereportsgeneratedbyKFH’sPOSsystemLocal FoodMarketplace(LFM)andtrackwholesalevolumesinrepo rtsthroughQuickbooksOnline(QBO).For VAPproducedintheKFHkitchenandsoldthroughothermarketchannels,producerswillbeaskedto self-reportutilizingaGoogleFormthatKFHstaffwillcreateanddisseminate.KFHwillalsot rack increasedrevenueforitsproducernetworkinbothQBOandLFMduetoKFH’sincreasedpurchasingof B-gradeproduceforitsownvalue-addedproductline,scheduledtosoftlaunchinJuly,2024. KFH’sExecutiveDirector(ED)hase xtensiveexperiencemanaging,trackingoutcomeindicatorsfor,and reportingonbothprivateandgovernmentgrantsforKohalaFoodHub,includingaStateGrant-In-Aid,a Hawai‘iDepartmentofAgricultureFoodHubPilotaward,aUS DARegionalFoodSystemsPartnership sub-award,andmultipleprivatefoundationawards.Cumulativegrantfundsawardedoverthepast2.5 yearsandmanagedbyParishexceed$700,000,inadditiontoearnedrevenuegeneratedbyKohal aFood Hub’sprogramsandprojects. KFH'sEDmanagesaccountsreceivableandpayableinQuickbooksOnline(QBO).Allexpensesare reviewed,approvedandassignedtospecificfundingeachmonth.FeedHawaiihasanaccountingsystem tofile,track,andlabeleveryexpensebyaccount,class,andgrant,withareceiptonfileforeachexpense andsaveddigitallywithinthecloudsoftwareofHubdocsandinQBO.Expendituresareorganizedand filedwithinaprogramorg rantsothatstaffcaneasilypullreports.KFHcontractswithathird-party accountingprofessional,AonyxLLC-ClaireMuskopfCNAP[CertifiedNonprofitAccounting Professional]andQBOAdvancedCertifiedProadvisor,thatassi stsinmanagingtheQBOsoftware, reconciliations,tracking(andreleasingwithEDapproval)restrictedfunds,setsupaccountsreceivable andpayableprocedures,andhelpstrackallgrantawardswithspecificaccountlineitemst hatmatchthe grantawardbudget.Specificprogramsaresub-classifiedunderclassesordepartments.Equipment purchasesorcapitalinvestments$10,000+mustbeapprovedbytheBoardofDirectors,perthe organization’sfiscalp olicies. Alloftheseprocedureswillbefollowedforthisfundingopportunity,withquarterly“Projectand ExpenditureReports”submittedtotheCountyperthescheduleoutlinedintheRFPuntilthefunded projectiscomplete,toe nsuresuccessfuldeliveryofKFH’scertifiedkitcheninfrastructureproject. 3 Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 Staffing: FeedHawaii’sExecutiveDirectorMayaParish,hasdirectedKohalaFoodHub’si mpressiverecent growthsincejoiningastheDirectorofKohalaFoodHubinNovember,2021,overseeingthefollowing increasesinKeyPerformanceIndicators: ● IncreasedProducerNetwork: ○ From12activelocalfoodproducersi n2021to122activeproducersinQ12024 ● FreeFoodParticipants: ○ From40in2021to280in2023 ● PoundsofLocalFoodDistributed: ○ From9,090in2021to42,329in2023 ● EarnedNetRevenue: ○ From$18,662in2021to$136,521in 2023 ● PaidCustomers: ○ From82in2021to329in2023 Parishhasbeeninstrumentalinsecuringandeffectivelyutilizinggovernmentandprivatefundingforthe establishmentoftheKFHcertifiedshared-usekitchen,aprojectroo tedinthecommunity'sexpressed needandvision.Shehasoverseentheelectricalupgradeprojectforthekitchenalongsidehercolleagues, aswellasthepurchasingandinstallationofallkitchenequipmentandsupplies.Concurren tly,Parishhas successfullymanagedasmoothandfriendlyadministrativetransitionofKohalaFoodHub.Thistransition shiftedtheHubfrombeingafiscallysponsoredprojectofitsformerparentnon-profit,theHawaii InstituteofPacificAgriculture,tobecomingtheindependententity,FeedHawaii,doingbusinessas KohalaFoodHub. PriortodirectingKohalaFoodHub,ParishsupportedlocalagriculturalinitiativesonHawai‘iislandfor manyyearsthroughtheproductionoflarge-scaleeducationalworkshopseries,videosandevents, includingthepopular‘ĀinaFestand16-episodeYoutubevideoseries’ĀinaLessons.Previously,she workedasacommunityorganize r,organizinglarge-scaleevents,andasanOperationsManageratEscape HatchRentals,atopperformingvacationrentalpropertymanagementcompanyinthestateofHawai‘i. SandraRomer,OperationsDirector,bringsextensiveadm inistrativeandon-the-groundexperience.She previouslydirectedoperationsatthe501(c)(3)LegacyReefFoundationandmanagedfinancial documentsfortherecentKonaVillageResortrebuild.Additionally,shehasheldvariou srolesin procurementandcommoditymanagement.Sandraalsooperatedherownfoodcartbusiness,givingher valuableinsightsasaproducerforthisCapitalExpenditureinfrastructureprojectandongoingincubator program. KitchenManagerTravisTravershasspentadecadehoninghisskillsinthehospitalityindustry,Atthe fast-pacedTable6restaurantinAlaska,Traversprogressedfromtheroleofexpeditortosupervisorwithin threemonths,andtoGeneralManagerwithinthesubsequenteighteenmonths.Duringthechallenges posedtothehospitalityindustrybytheCOVID-19pandemic,Travispivotedtomanagingaretailstore andlatertransitionedtoarol easatopsalesanddistributionmanagerinthewholesalebusinesssector. SincejoiningtheKFHteam,Travishasleveragedhisextensivefood,beverage,andmanagerialexpertise todevelopKFH’scertifiedkitchenproject.Hewilla lsoleadeffortstosupportKFH’sproducernetwork throughtheCertifiedKitchenIncubatorProgram. LinaJacobs,MarketManager,bringstwodecadesofexperienceandaproventrackrecordinthefood industry.Sheownedandranthep rosperousMagpieCafeinBatonRouge,LAbeforerelocatingtoHawaii inearly2023.Inthepastyear,LinahasworkedcloselywiththeKFHteamtoenhancethevolumeand diversityoflocalfoodproductsavailableonKFH’sonlinemarket. 4 Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 ProjectDelivery: KFH'sapproachtoitscertifiedkitcheninfrastructureprojectandincubatorprogrammanagement embodiesacomprehensivestrategyaimedatincrea singviabilityforlocalproducers,bolsteringthe regionalfoodeconomy,andaidingtherecoveryofsmalltomid-scaleregionalproducersfromtheimpacts ofCOVID-19.Infrastructureupgradesinthisprojectinvolveacquiringan ewreach-inrefrigeratorand freezer,installinganewwalk-incooler,replacingthedoorandframeoftheexistingwalk-infreezer, addingaworktopfreezer,updatingfixturesonthe3-compartmentsink,andinstallingaventilati onfan andextrashelvingfordrystorage. TheworkalreadycompletedbytheKFHteam,suchasobtainingfunding,securinga5-yearleasefortheir communityshared-usekitchen,investinginessentialvalue-addedprocessingequipm ent,performing requiredelectricalupgrades,andarrangingaDOHinspection,demonstratetheircommitmenttoasmooth transitionintooperationalstatus.Byofferingaccessiblerentalratesandprioritizingproducerswhohave facedeconomicsetbacksduetothepandemic,KFHshowcasesakeenunderstandingofthechallenges facedbytheircommunityandagenuinedesiretoprovidesupportwhereitismostneeded.KFHaimsto addresstheshort-termCOVID-19re coveryneedsofatleastfivelocalagriculturalproducerswhile buildingafoundationforlong-termsustainabilityandsuccessinnurturingarobustlocalfoodsystem. BecauseKFH’sprojectisrelativelysmallinscopeanddoesnot requireanynewconstructionor permitting,theprojectteamisconfidentitcandelivertheprojectfullyanddemonstrateeconomicbenefit toaminimumof5localfoodproducersnegativelyaffectedbyCOVID-19withinatimelineofon eyear. WorkPlan: ● August2024: ○ ReceivecertifiedkitcheninfrastructurefundingawardandenterintocontractwithCOH: MayaParish,EDandCOHPersonnel ○ DevelopaGoogleFormtosolicitinterestinutilizingtheKFHshare d-usecertified kitchenwithanexplanationofpreferentialaccessforproducerswhoexperienced negativeeconomicharmandrequireddocumentationandsendtoKFH’sNorthandSouth Kohalaproducers(approx.40uniqueproducers) :MayaParish,ED,SandraRomer, OperationsDirector(OD),TravisTravers,KitchenManager(KM) ○ Developaninternalrubricforscoringnegativelyaffectedproducerspertheoutlined requirementsintheRFPregardingaffectedi ncomeandaninternalsystemforoffering preferentialaccesstothekitchenspace:MayaParish,ED,SandraRomer,OD ○ Beginwidercommunityoutreachregardingtheavailabilityofashared-usecertified kitchenforrentinKohala ataccessiblerates,sharingcriteriaforqualifyingfor preferentialaccesstargetedatproducerswhohaveexperiencednegativeeffectsdueto COVID-19,utilizingcommunicationchannelsofstrategicpartners,socialmedia,KF H’s newsletter,printedflyers,andaKohalaMountainNewsarticle:JesseRubendall, ContractedMarketingandCommunicationsExpertandTravisTravers,(KM) ○ RequestandreceiveapprovalfromFeedHawaii’sBoardofDirectorsf orthebudgeted equipmentexpendituresoutlinedinthisproposal:MayaParish,ED ○ PlaceequipmentordersforbudgetedupgradedcoldstorageequipmentthroughBargreen EllisonandCosco:MayaParish,EDandBargreenEllison’sS alesRepresentatives DavidQuonandJaredOkuna,CoscoSalesRepresentativeDonaldBradley ● September2024: ○ BeginparticipationwiththeTechnicalAssistanceCohort(startdateTBD):Travis Travers,KM ○ IntakelocalfoodproducerstoutilizethekitchenandassistthemwithDOHfood establishmentpermittingrequirements,GETlicenseacquisition,GLpolicyasneeded, labelingrequirements,andprocessflowdevelopment:Travi sTravers,KM ○ Request,receiveandapprovequotefromRod’sRepairfortheassemblyandwiringofthe offtheshelfmodularwalk-inrefrigerator:SandraRomer,OD,MayaParish,ED 5 Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 ○ DevelopSOPsfortheshared-usecertifiedkitchenregardingequipmentusageandground rulesforfoodsafety,safetyofproducers,andtheongoingsecurityoftheequipmentand space:MayaParish,ED,SandraRomer,O D,TravisTravers,KM ○ Consultwithskilledhandymanfordrystorageadditionstokitchenspaceandplaceorders formaterials:SandraRomer,OD,TravisTravers,KMandAndrewPerez (handyman) ○ Orderanylastsuppliesneededfor kitchentobefullyoperationaltoabroadrangeof producers:TravisTravers,KM ● October2024 ○ SubscribetoFoodCorridorSoftwarefortracking,scheduling,permitandpayment processingCertifiedKitchenIncubatorProgram andtrainkeystaffonitsfunctionality: MayaParish,ED,SandraRomer,OD,TravisTravers,KM ○ Purchasenew3-compartmentsinkfixturesincludingsprayer:TravisTravers,KM ○ Scheduleplumbertoreplaceoldfixtureswithnewo nesandcompleteservice:Travis Travers,KMandChris’Mechanical(plumber) ○ Scheduleskilledhandymanfordrystoragebuilt-incabinetryadditionsandexhaustfan installationcompleteimprovement:TravisTravers,KMandAn drewPerez (handyman) ○ Installreach-infridgeandfreezerandworktablefreezerequipment:BargreenEllison deliveryteam,TravisTravers,KM ● November2024 ○ Launchcertifiedkitchenincubatorprogram,offeringaccess tofullyequippedcertified kitchenforVAPactivities:MayaParish,ED,SandraRomer,OD,TravisTravers,KM ○ Installofftheshelfmodularwalk-incooler:MayaParish,ED,SandraRomer,OD, Rod’sRepairStaff ○ Replacedoorandframeofwalk-infreezer,servicetheunit,andputitintooperation: MayaParish,ED,SandraRomer,OD,KohalaCoastHVAC ○ BeginsellingVAPproducedinthekitchenonKFH’se-commercesiteandPOSsystem LocalFoodMarketplace:LinaJacobs,MarketManager(MM) ○ Conductoutreachandsecurenewwholesaleaccountsforvalue-added-productsproduced intheKFHkitchen:MayaParish,ED,SandraRomer,OD ● December2024-August2025 ○ WorkcontinuouslyanditerativelywithexistingKFHproducernetwork,newproducers, andcommunityleadersparticipatinginthecertifiedkitchenrentalprogram,providing scheduling,payment,kitchenSOP,andtechnicalas sistanceregardingDOHrequirements forfoodmanufacturing:MayaParish,ED,SandraRomer,OD,TravisTravers,KM andLinaJacobs,MM ○ Executemarketingandcommunityoutreachcontinuouslyanditerativelyforthe shared-usecertifiedkitchenrentalprogram:MayaParish,EDandJesseRubendall, ContractedMarketingExpert ○ Maintainkitchen,equipmentandsuppliesinexcellentworkingorder,repairingand supplementingasneeded:Tra visTravers,KM ○ TrackoutcomeindicatorsforprojectbypullingreportsfromQBO,FoodCorridor,and LocalFoodMarketplace(LFM),andGoogleFormresponses,trackingnumberof producerssupportedthroughthekitchenprogram,n umberofnewvalue-addedproducts createdandsoldthroughKFH’sonlinemarketandwholesalechannels,andincreased revenuepercentagechangeanddollarsforCOVID-19affectedproducers:MayaParish, EDandSandraRomer,OD 6 Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 ArchitectureandEngineeringPlans: NoarchitectureorengineeringplansarerequiredforKFH’scertifiedkitcheninfrastructureproject.The kitchenisalreadycon structedtocodeandcertified.Thecoldstorageequipmentincludedinthisgrant proposalareentirely“offtheshelf”unitsthatdonotrequirepermitsorplansforinstallation.Thelargest equipmentpiece,thesmallwalk-inrefri geratoroperatesat115V ,andasnonewpowerneedstobepulled, permitsarenotrequiredtowireit.Thedrystorageadditionstothefacilityincludedintheproposalare minorandcanbeconductedbyaskilledhandyman.Allplumbingis complete.Onlythewalk-infreezer doorandframe,aswellasthefixturesintheexisting3-compartmentsink,requirereplacement.These upgradescanbecompletedwithoutapermit. Identified,PendingorApprovedPermits: TheKFHteamhasbeenworkingiterativelywithJeffMukai,DepartmentofHealth(DOH)inspector, overthepastsixmonthstoensurecompliancewithallDOHregulationstooperateashared-usekitchen andperformitsownvalue-addedp roductactivities.KFH’ssubmittedletterofintentforoperatingthe kitchenandprocessflowsforitsinitialVAPactivitieshavebeenapprovedbyDOH,andKFHreceivedan approvedFoodEstablishmentPermittooperatethekitchena titsinspectionon5/7/24. BusinessPlan: ● Seveninitialprojectbeneficiarieshavealreadybeenidentifiedutilizingthecriteriaofhavingbeen inbusinesspriortotheCOVID-19pandemicandhavingexperiencednegativeecono micharmas aresultofthepandemic.Initialidentifiedproducersinclude:KapanaiaFarms,IslandHarvest, OneVillageProject,KahuaPa’aMua,HawaiiRoyalHemp,HIPAgriculture,andTripleK Orchards. ● KFH’sprojectteamanti cipatesidentifyingadditionalprojectbeneficiarieswhomeettheabove criteriathroughtheplannedoutreachandcommunicationseffortstosolicitinterestand enrollmentinitsCertifiedKitchenIncubatorProgram. ● Projectbeneficiarieswillbescreenedpertheinternalrubricdevelopedandaskedtopresent supportingdocumentationverifyingnegativefinancialimpact.Theseproducerswillbegiven preferentialaccesstothekitchen,an dimpactswillbetrackedperthecriteriaoutlinedabove. ● KFHstaffwillworkwiththeidentifiedprojectbeneficiariesthroughouttheprojectdurationand beyondtosupporttheireconomicviabilitypost-projectperiod,byoffe ring: ○ Technicalassistancegleanedfromparticipationinthecohort,includingbutnotlimitedto: ■ DOHlabelingandpackagingrequirements ■ Hands-ontrainingonVAPequipmentoperation ○ AccesstoKFHsestablishedretai landwholesalemarkets ○ AccesstoKFH’sdistributionservices ○ OngoingaccesstoafullyequippedcertifiedkitchenfacilityforongoingVAPactivities ○ Referralstobrandingandmarketingprofessionals Compliance: KFH’scertifiedkitcheninfrastructureprojectwillremaininfullcompliancewithcountyandstate regulationsthroughouttheprojectperiodandbeyond.Substantialeffortshavealreadybeenmadebythe KFHteamtomeetDepartmentofHealth’s(DOH)regulatorycompliancestandardsforKFH’s value-addedproductlinelaunch,andtheteamwillpassonthatexpertisealongwithknowledgegleaned fromthetechnicalassistancecohortto theproject’sidentifiedbeneficiaries.Asacertifiedcoldkitchen, KFHwillensurethatnogreaseladenvaporsarecreatedfromanyproductsmadeinthekitchen.Theteam willmonitorkitchenusagebyproducerswithfoodestablishm entpermitsthatlisttheKFHkitchenastheir supportkitchen.TheywillmaintainclosecommunicationwiththeassignedDOHinspectortoensurethat allfoodrequiringpreparationinacertifiedkitchenisindeedpreparedthereandn otinhomekitchens. 7 Organization: Feed Hawaii DBA Kohala Food Hub RFP No: 4573 Certified Kitchen Infrastructure Project Budget ITEM COST BUDGET NARRATIVE Walk In Cooler, Modular, Self-Contained: Norlake Model No. KLB1014-C $23,983.89 Quote from Bargreen Ellison to add additional cold storage, "off the shelf" walk-in unit. 115V. Needs wall assembly and wiring to KFH's existing power source upon arrival - no new power pull required. 4-6 weeks for shipping. To be installed to support increased cold storage need to support value-added production in existing KFH certified kitchen. Priced excludes freight and delivery. Walk-in Cooler Transportation $5,378.00 Freight ($4878) and Delivery ($500) to Hawaii True Mfg. ‐ 3-Door Reach-In Refrigerator Model No. T‐72‐HC $8,996.84 Quote from Bargreen Ellison to add additional cold storage, "off the shelf" unit. 6-8 weeks for shipping. Plug into existing dedicated outlet in KFH certified kitchen. Includes freight, taxes and delivery. True Mfg. ‐ 2-Door Reach-In Freezer Model No. T‐49F‐HC $8,496.54 Quote from Bargreen Ellison to add additional cold storage, "off the shelf" unit. 6-8 weeks for shipping. Plug into existing dedicated outlet in KFH certified kitchen. Includes freight, taxes and delivery. True Mfg. ‐ General Foodservice Model No. TWT‐60F‐HC Work Top Freezer $7,078.40 Quote from Bargreen Ellison, "off the shelf" unit to add additional cold storage. 6-8 weeks for shipping. Plug into existing dedicated outlet in KFH certified kitchen. Includes freight, taxes and delivery. Electrician - Assemble and Wire Walk-In Cooler - labor and materials $3,000.00 Hinokawa Electric - labor at $155/hour + materials + assembly time + service fee + GE tax - estimate based on 2 technicians for 16 total labor hours. Plumber - Fixture Replacement for 3-compartment sink - labor and materials $850.00 Chris' Mechanical - labor at $100/hour - estimated at 7 hours + fixture material + GE tax Walk-in Freezer Door and Frame Replacement $6,000.00 Door to existing walk-in freezer is bowed and won't hold seal. Estimate to replace to utilize existing walk-in freezer in warehouse to support kitchen VAP cold storage at larger scale. Price inclusive of shipping per Cosco refrigeration in Kona. Refrigeration Specialist - new frame and door installation, thermostat repair, and walk-in freezer compressor service $1,465.97 Kohala Coast HVAC - based on 10 hours at $140/hour + GE tax. KFH kitchen Manager to assist with install to reduce labor costs. Skilled Handyman - dry storage, ventilation fan installation - labor and materials $3,070.68 Andrew Perez - Installation of dry storage wall shelving in kitchen, fully sealing and weatherproofing entry vestibule for additional dry storage space, and ceiling ventilation fan installation. Labor at $50/hour for 20 hours + materials + GE tax Kohala Food Hub Staff Time to Attend Technical Assistance Cohort $10,000.00 Required per the RFA - Travis Travers, KFH Kitchen Manager to attend. Subtotal $78,320.32 Total Funds Requested Indirect Fees for Project Administration (cash match from organization) $7,832.03 Cash match funded through unrestricted private foundation funding Total $86,152.35 Please note that no other county or Federal funds have been received previously by Feed Hawaii DBA Kohala Food Hub. Organization:FeedHawaiiDBAKohalaFoodHub RFPNo:4573 5.6.24 ToWhomitMayConcern, Asoutlinedinouroverviewstatementintheprojectnarrative,KohalaFoodHub(KFH)wasfoundedin 2019asaprojectundertheumbrellaofthe501(c)(3)HawaiiInstituteofPacificAgricul ture.InJanuary 2024,asaresultofKFH’ssubstantialgrowthinimpact,operationsandsteadyleadership,FeedHawaii (anexisting501(c)(3)organizationwithalignedpurpose)absorbedKFH’sactivitiesandstaffasitssole projectandfocus.KFHisnowanautonomousorganizationunderthenameFeedHawaiiDBAKohala FoodHub. PriortoFeedHawaiiabsorbingKohalaFoodHub’sactivitiesandstaff,FeedHawaiihadnoactivityfor thefullcalendaryearof2 023.Thepreviousrecordkeepingprovidedbytheorganizationislimitedtothe 990-NandAnnualCharitiesfilingsfor2022.Therewasnoapprovedbudgetfor2023,astheorganization wasdormantatthattime. PriortoKohalaFoodHubb eingabsorbedbyFeedHawaii,ithadexperiencedexponentialgrowthin2022 and2023.ThisisdemonstratedbythedistinctKFHSOAs(StatementsofActivity)includedinthispacket whileunderitsformerparentorganizationHawaiiIn stituteofPacificAgriculture. Assuch,thesubmissionofonlyFeedHawaii’sfinancialdocumentswouldbemissingtheactualactivity ofKFHandcannotaccuratelydemonstrateKFH’sgrowthtrajectoryandcapacityoverthelastseve ral years. Pleasefindthefollowingfinancialdocumentationinthispacket: 1. KFH’s2022and2023 StatementofActivitieswhileunderHIPAgriculture(pleasenotethat theseSOAsareentirelydistinctfromtherestofHIPAgric ulture’sactivitiesandONLYrepresent KohalaFoodHub’sactivities). 2. FeedHawaiiDBAKohalaFoodHub’sP/LforQ12024. 3. FeedHawaii’s2022and2023990-Nfilings(pleasenotethatwedonothaveaccesstoandare unabletosubmitHIPAgriculture’s990filingsaswearenolongeraffiliatedwiththe organization). a. AlsonoteinadditiontonothavingaccesstoHipAgricultureʻstaxreturns, theonly recordspassedonfromthepreviousFeed Hawaiiadministrationteamwerethe2022 990-NfilingrecordandtheAnnualCharityfilingfrom2022. 4. FeedHawaiiDBAKohalaFoodHub’sapproved2024budget(wedonothaveanapproved budgetforFeedHawaiifrom2023duetothereas onsstatedaboveandKFHdidnothavea separateapprovedbudgetwhileunderHIPAgriculture.AswedonothaveaccesstoHIP Agriculture’sapproved2023budget,weareonlyabletosubmitthisapprovedbudgetfor2024.) 5. FeedHawaiiDBAKohalaFoodHub’sYTDBalanceSheetfor2024(pleasenotethatwedonot haveadistinctbalancesheetforKFHwhenunderHIPAgriculturein2023,asassuch,arenot abletosubmitone) Wehavenotundergoneanyrecenta udits,andassuch,donothaveanyauditdocumentationto submit.Pleaseletusknowifyouhavefurtherquestionsregardingthisfinancialpacketandexplanation. Mahalo, MargaretParish,FeedHawaiiDBAKohalaFoodHub,Executive Director Kohala Food Hub Statement of Activity January - March, 2024 Accrual Basis Monday, May 6, 2024 04:14 PM GMT-10:00 1/3 TOTAL Revenue Contributed Revenue Corporate & Foundation Grants 51,378.03 Donations Directed by Individuals 1,262.47 In-Kind Donations 1,426.72 Total Contributed Revenue 54,067.22 Earned Revenue 146.57 Sales 104,917.44 Services 176.93 Total Earned Revenue 105,240.94 Total Revenue $159,308.16 Cost of Goods Sold Cost of Goods Sold 72,495.16 GE Tax 2,469.36 Packaging 315.06 Total Cost of Goods Sold 75,279.58 Total Cost of Goods Sold $75,279.58 GROSS PROFIT $84,028.58 Expenditures Advertising & Promotion 97.75 Auto/Transportation 4.99 Auto Upkeep 19.46 Fuel 367.40 Mileage 40.00 Registration 237.58 Total Auto/Transportation 669.43 Capital Purchases & Depreciation 13,952.85 Transfer to Fixed Asset -13,952.85 Total Capital Purchases & Depreciation 0.00 Contract & Professional Fees Accounting 4,696.32 Casual / Event Labor 3,500.37 Legal 863.87 Marketing 1,709.57 Skilled Trade 4,387.00 Total Contract & Professional Fees 15,157.13 Information Technology Software Subscriptions 150.78 Total Information Technology 150.78 Insurance 2,232.61 Kohala Food Hub Statement of Activity January - March, 2024 Accrual Basis Monday, May 6, 2024 04:14 PM GMT-10:00 2/3 TOTAL Occupancy Rent 1,570.68 Utilities Electric 1,250.00 Phone & Internet 332.27 Total Utilities 1,582.27 Total Occupancy 3,152.95 Office Expenses Bank Fees 90.00 Credit Card Processing 2,754.08 EBT Processing 85.04 Total Bank Fees 2,929.12 Fees & Registrations 65.00 Postage & Delivery 499.89 Supplies 321.78 Total Office Expenses 3,815.79 Payroll Expenses 0.00 Salaries & Wages 41,807.51 Taxes and Benefits EPLI 125.54 FICA 3,201.09 Health Insurance 5,563.05 TDI 194.73 Unemployment 1,878.34 Workers Comp 3,149.75 Total Taxes and Benefits 14,112.50 Total Payroll Expenses 55,920.01 Professional Development and Training 500.00 Program Expenses Program Supplies & Materials 4,517.46 Total Program Expenses 4,517.46 Travel 391.20 Total Expenditures $86,605.11 NET OPERATING REVENUE $ -2,576.53 Other Revenue (Increase)/ Decrease in Purpose Restricted Net Assets -18,370.19 Interest & Dividends Earned 75.45 Total Other Revenue $ -18,294.74 Kohala Food Hub Statement of Activity January - March, 2024 Accrual Basis Monday, May 6, 2024 04:14 PM GMT-10:00 3/3 TOTAL Other Expenditures Ask My Accountant Ask Client -30.00 Total Ask My Accountant -30.00 Total Other Expenditures $ -30.00 NET OTHER REVENUE $ -18,264.74 NET REVENUE $ -20,841.27 1 Hawaii Institute of Pacific Ag Statement of Activity for Kohala Food Hub (KFH) Jan - Dec 2022 Jan - Dec 2023 Revenue 4000 Donations - Contributed Income 1,319.43 € 1,004.57 € 4010 Individual/small business contributions 141.02 € 423.87 € 4030 Donor Advised Fund Contributions 4,000.00 € Total 4000 Donations - Contributed Income $ 1,460.45 € $ 5,428.44 € 4150 In Kind Contributions 246.19 € 1,674.49 € 4200 Grants 28,097.62 € 3,938.23 € 4230 Foundation/trust grants 87,892.05 € 154,800.00 € 4250 Nonprofit organization grants 25,000.00 € 16,142.35 € 4510 Agency (government) grants 4530 State grants 135,427.16 € 4540 Local government grants Total 4200 Grants $ 140,989.67 € $ 310,307.74 € 5100 Earned Revenue 703.03 € 314.64 € 5110 Misc Revenue 50.00 € 5180 Services 3,623.90 € 242.38 € 5441 Produce Sales 85,522.86 € 214,688.19 € 5445 Exempt Sales 53.00 € Total 5441 Produce Sales $ 85,575.86 € $ 214,688.19 € Total 5100 Earned Revenue $ 89,952.79 € $ 215,245.21 € 6900 Net Assets Released from Donor Restriction 0.00 € 0.00 € Billable Expenditure Revenue Total Revenue $ 232,649.10 € $ 532,655.88 € Cost of Goods Sold 6000 Cost of Goods Sold 566.93 € 2,479.78 € 6200 Food Hub -COGS 65,709.77 € 148,548.79 € 6300 COGS - Shipping / Postage 10.60 € 9.65 € 8630 GE Tax 3,248.65 € 8,306.66 € Total 6000 Cost of Goods Sold $ 69,535.95 € $ 159,344.88 € 2 Total Cost of Goods Sold $ 69,535.95 € $ 159,344.88 € Gross Profit $ 163,113.15 € $ 373,311.00 € Expenditures 7200 Payroll Expenses 1,492.69 € 3,103.78 € 7220 Salaries and Wages 23,114.72 € 51,763.85 € 7240 Benefits and Fringe 1,302.64 € 7250 Payroll Taxes 2,495.83 € 6,452.56 € 7260 EPLI 34.56 € 140.67 € 7270 Workers Compensation 1,712.41 € 2,962.53 € Total 7240 Benefits and Fringe $ 4,242.80 € $ 10,858.40 € Total 7200 Payroll Expenses $ 28,850.21 € $ 65,726.03 € 7300 Staff Trainings 1,060.00 € 1,149.85 € 7500 Outside Services 7510 Fund Development 1,065.24 € 7520 Accounting 8,161.76 € 13,033.52 € 7525 Admin 35,372.92 € 74,994.30 € 7530 Legal 750.00 € 7550 Casual / Event Labor 1,787.15 € 8,296.68 € 7568 Skilled Trade 205.11 € 1,365.75 € 7570 Event Production 7571 Graphic Design 2,126.25 € Total 7500 Outside Services $ 47,653.19 € $ 99,505.49 € 7602 FARM EXPENSES 7601 Farm Supplies Total 7602 FARM EXPENSES $ 0.00 € $ 0.00 € 7640 Program Expenses 1,500.00 € 10,007.50 € 7600 Program Supplies & Materials 3,974.72 € 3,597.71 € 7620 Food Expenses 15,009.56 € Total 7640 Program Expenses $ 20,484.28 € $ 13,605.21 € 7690 Equipment Rentals 120.00 € 60.00 € 7800 Rent 5,654.43 € 7,584.24 € 7810 Infrastructure 7815 Repairs and Maintenance 256.27 € 3 7820 Small Tools and Equipment 8,263.07 € 600.00 € Total 7810 Infrastructure $ 8,519.34 € $ 600.00 € 7850 Utilities 164.98 € 7851 Electricity 6,800.00 € 6,000.00 € 7852 Internet 909.88 € 839.90 € 7853 Phone 292.08 € 746.00 € Total 7850 Utilities $ 8,001.96 € $ 7,750.88 € 7900 Office Expense 1,077.68 € 7910 Office Supplies 671.20 € 771.48 € 7920 Postage and Delivery 1,291.71 € 401.23 € 7930 Printing Total 7910 Office Supplies $ 1,962.91 € $ 1,172.71 € 7950 Software Subscriptions 2,569.27 € 6,130.40 € Total 7900 Office Expense $ 5,609.86 € $ 7,303.11 € 7960 Bank Service Charges 2,787.53 € 7,429.39 € 7964 QuickBooks Payments Fees 428.45 € 749.08 € Total 7960 Bank Service Charges $ 3,215.98 € $ 8,178.47 € 7965 License & Permits 379.00 € 178.00 € 7970 Advertising & Promotion 2,524.72 € 1,123.07 € 8300 Travel 554.88 € 714.64 € 8310 Auto/ Transportation 65.00 € 8315 Auto Insurance 657.00 € 8320 Registration 107.36 € 8325 Auto Upkeep 22.00 € 8330 Fuel 307.27 € 762.17 € 8335 Mileage 1,979.23 € 2,152.49 € Total 8310 Auto/ Transportation $ 2,286.50 € $ 3,766.02 € 9800 Capital Purchases and Depreciation 75,447.20 € 9850 Transfer to Fixed Assets -30,494.17 € Total 9800 Capital Purchases and Depreciation $ 0.00 € $ 44,953.03 € Total Expenditures $ 134,914.35 € $ 262,198.04 € Net Operating Revenue $ 28,198.80 € $ 111,112.96 € Other Revenue 4 (Into) / Out of Restricted Net Assets -14,343.66 € -31,315.99 € 9900 Gain / Loss on Disposal of Asset 897.18 € Total Other Revenue -$ 14,343.66 € -$ 30,418.81 € Other Expenditures 9999 Ask My Accountant Ask Client 0.00 € 0.00 € Total 9999 Ask My Accountant $ 0.00 € $ 0.00 € Total Other Expenditures $ 0.00 € $ 0.00 € Net Other Revenue -$ 14,343.66 € -$ 30,418.81 € Net Revenue $ 13,855.14 € $ 80,694.15 € Kohala Food Hub Statement of Financial Position As of May 7, 2024 Accrual Basis Tuesday, May 7, 2024 04:09 PM GMT-10:00 1/2 TOTAL ASSETS Current Assets Bank Accounts Authorize 7,941.51 Cash on Hand -388.41 Checking BoH 35,839.02 Checking HiComm 73,337.84 Checking Relay 11,592.20 JOURNAL 0.00 Total Bank Accounts $128,322.16 Accounts Receivable Accounts Receivable 7,029.55 Total Accounts Receivable $7,029.55 Other Current Assets Due from HIPA 201.00 Prepaid Expenses 13,952.85 Undeposited Funds 3,820.95 Total Other Current Assets $17,974.80 Total Current Assets $153,326.51 Other Assets ROU KWW Lease 96,175.37 Total Other Assets $96,175.37 TOTAL ASSETS $249,501.88 LIABILITIES AND EQUITY Liabilities Current Liabilities Accounts Payable Accounts Payable 24,184.48 Total Accounts Payable $24,184.48 Total Current Liabilities $24,184.48 Long-Term Liabilities KWW Lease Liability 96,436.95 Total Long-Term Liabilities $96,436.95 Total Liabilities $120,621.43 Equity With Donor Restrictions Purpose Beginning 73,006.68 Total Purpose 73,006.68 Total With Donor Restrictions 73,006.68 Kohala Food Hub Statement of Financial Position As of May 7, 2024 Accrual Basis Tuesday, May 7, 2024 04:09 PM GMT-10:00 2/2 TOTAL Without Donor Restriction 101,184.25 Net Revenue -45,310.48 Total Equity $128,880.45 TOTAL LIABILITIES AND EQUITY $249,501.88 Public Inspection Copy 2022 For calendar year 2022, or tax year beginning , and ending Form e-Postcard Worksheet 990-N 1. Employer identification number (EIN), also known as a Taxpayer Identification Number (TIN) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Legal name of organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3. 4. Any other names the organization uses (Doing Business As) . . . . . . . . . . . . . . . . . . Principal officer name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Web site address if the organization has one . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organization's annual gross receipts are normally $50,000 or less . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 6. 7. 8. Note: Form 990-N can ONLY be filed electronically, and is filed in lieu of Forms 990 or 990-EZ, if eligibility is met. The following items are required for a complete electronic submission: Organization is terminated or in the process of termination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Mailing street address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . City or foreign province . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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Feed Hawaii 11-3704749 11-3704749 2022 Feed Hawaii PO Box 1569 Kapaau HI 96755 Kohala Village Hub Delphina Dorrance PO Box 1569 Kapaau HI 96755 www.kohalavillage.com/hub X FEEDHAWAII Form 990-N Department of the Treasury Internal Revenue Service Electronic Notice (e-Postcard) for Tax-Exempt Organization not Required to File Form 990 or 990-EZ OMB No. 1545-2085 2023 Open to Public Inspection A For the 2023 Calendar year, or tax year beginning 2023-01-01 and ending 2023-12-31 B Check if available Terminated for Business Gross receipts are normally $50,000 or less PO Box 531, Hawi, HI, US, 96719 C Name of Organization: FEED HAWAII D Employee Identiﬁcation Number 11-3704749 E Website: https://www.kohalafoodhub.com/ PO Box 531, Hawi, HI, US, 96719 F Name of Principal Oﬃcer: Margaret Parish Privacy Act and Paperwork Reduction Act Notice: We ask for the information on this form to carry out the Internal Revenue laws of the United States. You are required to give us the information. We need it to ensure that you are complying with these laws. The organization is not required to provide information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. The rules governing the conﬁdentiality of the Form 990-N is covered in code section 6104. The time needed to complete and ﬁle this form and related schedules will vary depending on the individual circumstances. The estimated average times is 15 minutes. Note: This image is provided for your records only. Do Not mail this page to the IRS. The IRS will not accept this ﬁling via paper. You must ﬁle your Form 990-N (e-Postcard) electronically. 1 Kohala Food Hub 2024 Budget (Operating + CapEx) Secured/Projected Notes REVENUE CONTRIBUTED Private Foundations / Funds $181,737.28 Includes CapEx for Kitchen and Mobile Market Feed Hawaii Bank Balance $28,932.41 Remaining monies in Feed Hawaii account when KFH activities were brought into the 501(c)(3) on 1/1/24 Government Grants $109,285.38 Remaining $40,642.69 of HDOA secured award disbursed after final report in 2025 USDA RFSI CapEx for reefer van - awards announced April/May 2024, disbursed August if awarded Individual Donations $10,565.00 Based on Q1 actuals + 25% growth. Conservative - Projecting increased individual donations w/targeted campaign and 2 donor events. In-Kind Donations $5,704.00 Based on Q1 actuals x 4 KUPU Refund $3,500.00 Cassidy terming out early Auto Insurance Refund $500.00 Guestimate - real amount unknown - refund from pre-paid Auto policy when KFH was under HIP Ag TOTAL CONTRIBUTED $340,224.07 EARNED Online Market $430,524.30 Based on actual Q1 gross revenue + 25% projected growth Wholesale (incl delivery services) $91,266.70 Based on Q1 Wholesale Sales + 25% projected growth VR Baskets $11,751.72 Based on Q1 VR Basket Sales + 50% projected growth VRx $10,080.00 Through August, 2024 KFH Value Added Product Line $6,450.00 $10 avg. unit price x 6 months x 25 units sold/week - Year 1 w/sales starting July 2024 Commercial Kitchen Rental Fees $6,000.00 Year 1 start-up - Doors open June '24 - 5 consistent users at 20 hours/month from July-December Misc. Partnered Food Programs $6,000.00 200 bags at $30/bag K4K $3,600.00 $600/week admin for 6 weeks (200 families at 2 sites) Ulu Aggregation $800.00 4K lbs. at .20/lb Interest/Dividends $300.00 2 TOTAL EARNED $566,772.72 TOTAL GROSS REVENUE $906,996.79 EXPENSES COGS (incl. packaging) $411,996.09 Based on actal COGS from Q1 (incl. packaging) *1.375 for projected growth, includes product loss Advertising & Promotion $3,000.00 Excluding contractor costs, supplies, ads only Auto/Transportation $5,226.00 Q1 actuals x 4 quarters x 1.95 for projected growth to 2 vehicles starting May 2024 + MM online by Q4, and more transportation in house - maintenance, fuel, mileage reimbursement, registration Contract & Professional Fees Marketing and Communications $19,800.00 Approx 45 hours/month @ $35/hour + GET Accounting $18,785.28 Grant Writer / Support $7,500.00 $50/hour for 150 hours annually Casual / Event Labor $7,000.00 Strategic Planner $5,000.00 If addtl. funds secured, Q2-3 2024 Transportation (Food) $3,000.00 Dan Trumpy - phasing down/out starting May/June 2024 when bringing it in house Legal $1,500.00 Tax Filings $750.00 990, Charity filings Total Information Technology $6,000.00 LFM subscription (online market POS) + G-Workspace, Mailchimp, Zoom, etc. Insurance GL $652.00 Food Manufacturing $400.00 Not yet obtained - juicing excluded from GL D&O $930.00 Auto $4,569.25 Existing van + New Van + MM - estimate Occupancy Warehouse Rent $7,539.24 Warehouse Utilities $6,000.00 Kitchen Rent $9,000.00 3 Kitchen Utilities $1,500.00 $300/month starting August, 2024 - estimate Phone & Internet $2,369.08 Q1 existing + new Delivery Van phone starting May, 2024 Office Expenses CC Processing $9,597.40 Based on Q1 actuals + 25% increase for projected online market growth EBT Processing $493.23 Based on Q1 actuals + 45% increase for projected online market growth, new online processing and increased SNAP customers Fees & Registrations $260.00 Office Supplies $1,801.97 Based on Q1 actuals + 40% increase for growth Payroll Executive Director (F/T) $84,000.00 Salary range for a Food Hub ED in Hawaii is $50-$150K. Weighted average is $84K. Director of Operations (F/T) $67,500.00 FTE Kitchen Manager / Associate - Hybrid (F/T) $20,000.00 40 hours/week - New Hire May '24 on Kupu 'Āina Corps Payroll - $20K site fee for $20/hour at 40 hours/week (paid through April '25) + $5/hour subsidy in bonuses for mgmt. work Online Market Manager (P/T) $29,952.00 24 hours/week Associate 1 (P/T) $10,000.00 New P/T Hire - May '24 - Kupu 'Āina Corps payroll - $10K site fee for $20/hour at 20 hours/week (paid through April '25) Associate 2 (P/T) $12,600.00 18 hours/week @$20/hour ($18/hour for first month for reduced hours) - Hire May '24 Associate 3 (P/T) $9,288.00 New P/T Hire July 2024 for increased deliveries, pick-ups, packing, VAP processing - 18 hours/week - pending increased funding Kitchen Manager Associate (F/T) - Bonuses $3,440.00 $5/hour bonus subsidy for Kupu employee added scope for kitchen mgmt. for 20 hours/week starting May, 2024 Fringe Benefits / Payroll Taxes $46,535.60 Calculated at 20.77% per Proservice Contract - excludes health insurance. Only for ED, DO, OMM, and Associate 2 Health Insurance $21,870.00 For 2.5 F/T employees (market mgr. onboarding to health insurance June '24) Payroll/HR Admin Fees $5,880.63 Incl. GE Tax Payroll Fee Discount -$1,624.00 Proservice onboarding incentive admin fee reduction Staff Appreciation - bonuses, events $2,000.00 BOD Meetings $750.00 Food 4 Professional Development & Training $2,500.00 HIR, VAP Workshop Program Supplies & Materials $1,500.00 Boxes, tape, pens, clipboards, laptops etc. - excludes kitchen and Mobile Market Supplies Facility/Equipment Maintenance adn Repair $2,000.00 Community Give Back $1,000.00 Food Giveaways for community events, raffles etc. Travel $2,000.00 Total Operating Expenses $855,861.77 $443,865.68 CAPITAL EXPENDITURES Community Certified Kitchen Equipment $9,713.57 Includes portion of shipping cost Supplies $8,239.28 Electrician $4,387.00 Electrical upgrades to support new equipment and usage monitoring Plumber $400.00 New fixture installation in 3 compartment sink, valve sealing Postage & Delivery $300.00 CapEx Commercial Kitchen Equipment and Supplies Shipping Mobile Market Equipment $61,000.00 Supplies $2,500.00 Delivery Vehicle(s) Step-Up Van $37,500.00 Used larger cargo van - purchase May '24 Total CapEx $124,039.85 TOTAL REVENUE LESS COGS, OPERATING EXPENSES and CAPEX -$72,904.83 Delta to raise in 2024 to cover known/projected operating and CapEx expenditures Private Unrestricted Funding Award $75,000.00 Verbal of award received by org., official announcement pending TOTAL $2,095.17 To Whom it May Concern, 05/05/2024 I am writing in full support of Kohala Food Hub's (KFH) County of Hawaii Certified Kitchen Infrastructure grant proposal, which holds immense promise for our local agricultural community. As an agricultural producer who has faced the economic challenges of the COVID-19 pandemic firsthand since March 2020, I recognize the vital importance of initiatives like KFH's in revitalizing our industry and fostering economic resilience. KFH's proposal outlines a comprehensive plan to enhance their existing certified kitchen’s infrastructure. The acquisition of vital value-added processing (VAP) equipment and upgrades to electrical systems that the organization has already completed signify KFH's commitment to providing essential resources for local producers. These investments not only bolster food security but also stimulate economic growth within our community. The proposed enhancements, funded in part by the COH Certified Kitchen Infrastructure grant, will expand KFH's capacity to support local producers and food businesses. Increased cold and dry storage facilities will enable KFH to accommodate higher kitchen usage and offer accessible rental rates for VAP activities. Their participation in a technical assistance cohort will further augment their ability to serve our local producer network effectively. KFH's collaborative approach, demonstrated through engagement with the Hilo Food Hub team and plans to model successful examples, underscores their dedication to maximizing positive impacts for our agricultural community. I am particularly excited about KFH's plan to launch a value-added product line, utilizing the certified kitchen to bring otherwise wasted produce to market and create additional revenue streams for producers. This innovative endeavor not only addresses food waste challenges but also opens new opportunities for local producers to diversify their offerings and reach broader markets. By investing in KFH's vision for sustainable development and equitable access to resources, we can build a more resilient and thriving food economy for generations to come. Thank you for considering my endorsement of KFH's proposal. Please do not hesitate to reach out if you require further information or clarification. Sincerely, Erika Kuhr, Co-Director Hawai’i Institute of Pacific Agriculture Mailing Address: P.O. Box 497 Kapaau HI 96755 Physical Address: 52-4700 Akoni Pule Hwy. Kapaau HI 96755 Website: www.hipagriculture.org Email: erika@hipagriculture.org Office Telephone: 808-889-6316 May 3rd, 2024 To Whom it May Concern, Island Harvest offers its full support of Kohala Food Hub's (KFH) County of Hawaii Certified Kitchen Infrastructure grant proposal, which holds immense promise for our local agricultural community. As a macadamia nut farmer and value-added product producer I recognize the vital importance of initiatives like KFH's in revitalizing our industry and fostering economic resilience. KFH's proposal outlines a comprehensive plan to enhance their existing certified kitchen’s infrastructure. The acquisition of vital value-added processing (VAP) equipment and upgrades to electrical systems that the organization has already completed signify KFH's commitment to providing essential resources for local producers. These investments not only bolster food security but also stimulate economic growth within our community. The proposed enhancements, funded in part by the COH Certified Kitchen Infrastructure grant, will expand KFH's capacity to support local producers and food businesses. Increased cold and dry storage facilities will enable KFH to accommodate higher kitchen usage and offer accessible rental rates for VAP activities. Their participation in a technical assistance cohort will further augment their ability to serve our local producer network effectively. Our business, Island Harvest, currently utilizes certified kitchen facilities located over 50 miles away from our farm and headquarters because of the lack of adequate infrastructure in our community. KFH’s proposal will serve to expand and elevate the potential of our agricultural industry and solve key roadblocks to success. Thank you for considering my endorsement of KFH's proposal. Please do not hesitate to reach out if you require further information or clarification. Sincerely, Nathan Trump General Manger Island Harvest Inc. 808-895-1261 nathan@islandharvesthawaii.com May 2nd, 2024 To Whom it May Concern, I am writing in full support of Kohala Food Hub's (KFH) County of Hawaii Certified Kitchen Infrastructure grant proposal, which holds immense promise for our local agricultural community. As an agricultural producer who has faced the economic challenges of the COVID-19 pandemic firsthand since March 2020, I recognize the vital importance of initiatives like KFH's in revitalizing our industry and fostering economic resilience. KFH's proposal outlines a comprehensive plan to enhance their existing certified kitchen’s infrastructure. The acquisition of vital value-added processing (VAP) equipment and upgrades to electrical systems that the organization has already completed signify KFH's commitment to providing essential resources for local producers. These investments not only bolster food security but also stimulate economic growth within our community. The proposed enhancements, funded in part by the COH Certified Kitchen Infrastructure grant, will expand KFH's capacity to support local producers and food businesses. Increased cold and dry storage facilities will enable KFH to accommodate higher kitchen usage and offer accessible rental rates for VAP activities. Their participation in a technical assistance cohort will further augment their ability to serve our local producer network effectively. KFH's collaborative approach, demonstrated through engagement with the Hilo Food Hub team and plans to model successful examples, underscores their dedication to maximizing positive impacts for our agricultural community. By investing in KFH's vision for sustainable development and equitable access to resources, we can build a more resilient and thriving food economy for generations to come. Thank you for considering my endorsement of KFH's proposal. Please do not hesitate to reach out if you require further information or clarification. Sincerely, Sandra Tran, President Kapanaia Farms (949) 280-0233 sandra@kapanaiafarms.com Phone Web Address 602-568-8886 www.onevillageproject.org PO BOX 988 Kapaau, HI 96755 05/03/2024 To Whom it May Concern, I am writing in full support of Kohala Food Hub's (KFH) County of Hawaii Certified Kitchen Infrastructure grant proposal, which holds immense promise for our local agricultural community. As an as an agricultural producer and as a nonprofit focused on agricultural education who has faced the economic challenges of the COVID-19 pandemic firsthand since March 2020, our organization recognizes the vital importance of initiatives like KFH's in revitalizing our industry and fostering economic resilience. KFH's proposal outlines a comprehensive plan to enhance their existing certified kitchen’s infrastructure. The acquisition of vital value-added processing (VAP) equipment and upgrades to electrical systems that the organization has already completed signify KFH's commitment to providing essential resources for local producers. These investments not only bolster food security but also stimulate economic growth within our community. The proposed enhancements, funded in part by the COH Certified Kitchen Infrastructure grant, will expand KFH's capacity to support local producers and food businesses. Increased cold and dry storage facilities will enable KFH to accommodate higher kitchen usage and offer accessible rental rates for VAP activities. Their participation in a technical assistance cohort will further augment their ability to serve our local producer network effectively. KFH's collaborative approach, demonstrated through engagement with the Hilo Food Hub team and plans to model successful examples, underscores their dedication to maximizing positive impacts for our agricultural community. Our organization is particularly excited about KFH's plan to launch a value-added product line, utilizing the certified kitchen to bring otherwise wasted produce to market and create additional revenue streams for producers. We see a great need of this element of the food system and are grateful to KFH for their leadership. This innovative endeavor not only addresses food waste challenges but also opens new opportunities for local producers to diversify their offerings and reach broader markets. By investing in KFH's vision for sustainable development and equitable access to resources, we can build a more resilient and thriving food economy for generations to come. Thank you for considering my endorsement of KFH's proposal. Please do not hesitate to reach out if you require further information or clarification. Sincerely, Aliya Rosenbloom Aliya Rosenbloom, Program Director One Village Project 602-568-8886 Department of Commerce and Consumer Affairs CERTIFICATE OF GOOD STANDING I, the undersigned Director of Commerce and Consumer Affairs of the State of Hawaii, do hereby certify that FEED HAWAII was incorporated under the laws of Hawaii on 08/29/2003 ; that it is an existing nonprofit corporation; and that, as far as the records of this Department reveal, has complied with all of the provisions of the Hawaii Nonprofit Corporations Act, regulating domestic nonprofit corporations. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of the Department of Commerce and Consumer Affairs, at Honolulu, Hawaii. Dated: May 03, 2024 Director of Commerce and Consumer Affairs To check the authenticity of this certificate, please visit: http://hbe.ehawaii.gov/documents/authenticate.html Authentication Code: 499265-COGS_PDF-205522D2 Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/TabulationByVendor_RFP#4573_orgId_1038592.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: Garimo's Real Soap Studio Page of 1 1 General Comments: General Attachments: Attachment 5.0.ii Architectural Plan.pdf Attachment 5.0.iv Business Plan.pdf Attachment 5.0.i Work Plan.pdf Attachment 5.0.vi Puna Makaukau Documents.pdf Attachment 5.0.vi Puna Makaukau Redacted.pdf Attachment 5.0.v Letters of Support.pdf Attachment A Proposal Checklist.pdf Attachment B Proposal Application Form.pdf Attachment C Table Of Contents.pdf Attachment D Line Item Budget.pdf Attachment E Appendix I - Signed Contract.pdf Moho Certified Kitchen Proposal.pdf Moho Certified Kitchen Proposal Redacted.pdf Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/Attachment 5.0.ii Architectural Plan.pdfAttachment 5.0.ii Architectural Plan - Google Docs Attachment 5.0.ii: Initial Architectural Plan This is a general blueprint that was created by our Project Lead, and will be the basis for our professional architectural plans, however it is not completed as we will be hiring a licensed architectural firm to create the official blueprints and plan. Our Project Lead has previously owned a commercial kitchen and so this was created based on his knowledge of the layout, equipment, and general needs of a commercial kitchen. The kitchen plans that we have conceptualized so far include: 1) 40’ shipping container converted into five storage units for kitchen rental producers. Each unit will contain storage and can be used for office space 2) Pump house/utility closet for a kitchen pump that supplies the county water from the storage tank, and a second pump that supplies the restroom with water from the rain collection tank 3) ADA compliant public restroom 4) Floor sink for mop and other wastewater 5) Utility sinks and hand washing stations 6) 10’ wide roll up loading dock door 7) 8’ three compartment stainless steel dishwashing station/sink with access counter 8) Commercial dishwasher/bottle sanitizer for dishes and reusable bottles 9) Wall mounted fire suppression unit for exhaust hood 10) 54” two door freezer 11) Counter/ cabinet, storage for small countertop appliances, under counter storage, above counter rack for pots & pans 12) 10’ Stainless steel prep counter 13) 12’ stainless steel venting hood over 6 burner gas stove with ovens/broiler, flat top gas grill and deep fryers 14) Convection oven for bakers 15) Counter/cabinet for additional storage 16) 14’x 20 classroom and computer lab, office area 17) 18”x12” walk-in refrigerator 18) Counter/cabinets with stainless prep sink 19) Hobart style floor mixer 20) Counter/cabinet with prep sink 21) 8’ Stainless Steel prep counter on wheels allowing movement to where it’s needed 22) 16’ x 40’ covered loading/unloading area, will also be used for a seating area for community meals, pop-up restaurants, and events Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/Attachment 5.0.iv Business Plan.pdfAttachment 5.0.iii Business Plan_old - Google Docs Attachment 5.0.iv: Business Plan Executive Summary Hawaiian Acres is an agricultural subdivision located off Highway 11 in the Puna district, contiguous with the communities of Ainaloa, Orchidland Estates, Fern Acres, Kurtistown, and Mountain View. It is also in close proximity to Hawaiian Paradise Park and the towns of Keaau and Pahoa. Hawaiian Acres is composed of 4,008 (mostly) three-acre lots with approximately 3,426 residents (2020 U.S. Census). Like the rest of Puna, it is home to many low in come households in need of supplemental food aid, as well as access to fresh food. The Hawaiian Acres Community Center is strategically located on the corner of Moho Road and Po‘ola Road, locally known as 8 and C respectively. Moho is a paved county emergency access road that many in the community (including commuters) use as an alternate route to access Ainaloa, Highway 130, Orchidland, and Hawaiian Paradise Park. For years our community center hosted a lively weekly farmers market, until the demise of its old catchment in 2022. Almost six months later, the community center itself burned down, so in spite of the newly-replaced catchment, we were still unable to reopen the market. Happily, with an insurance settlement in the bank and new building plans, the center is on track to being rebuilt. With each crisis comes opportunity, and we are excited for this chance to include a long-hoped-for certified kitchen to benefit the residents of Hawaiian Acres and all of our neighbors. A straw poll conducted on the Hawaiian Acres Facebook group indicated that people all over Puna are incredibly hungry for access to a commercial kitchen for the community, as the nearest available kitchens they can rent space in and utilize are located in Volcano Village and Hilo, which are at least 30 minutes away in either direction. We hope this will inspire our surrounding communities to open their own certified kitchens in response to the great need in our area. Many residents of lower Puna are significantly impacted by COVID-19-driven inflation, coinciding with loss of health, jobs, and ultimately income. Rural communities are particularly vulnerable to interruptions in the supply chain during natural disasters and emergencies, and Puna is a strong example of just how much of an impact those interruptions can have, as seen in the tripling of grocery prices. The rising cost of food is a sad irony for those of us living on arable land with no local outlets for what we already grow and produce. A certified kitchen would lower overhead costs for food producers looking to bring their products to market, while also creating jobs in our community (from the construction/ development process and kitchen operations), generating more revenue to keep locally, and providing nourishment for both body and soul. The felicitous return of the Hawaiian Acres farmers market will provide an outlet for many of these products, and will also restore the connectedness of our community. As part of our plan, home cooks will be trained in food handling procedures integral to restaurant work, and be aided in professionally developing their products and businesses so that they can fly from the nest when they are ready. Our kitchen will also double as a cooking studio for would-be Rachel Rays and Roy Yamaguchis, and it can help feed displaced people during times of crisis. Lastly, it can host a series of pop-up restaurants to showcase the talents of our local caterers, as well as up and coming chefs. The proposed ADA-compliant facility will provide a certified cooking space, packaging and labeling areas, and a value-added processing space for activities such as canning, preserving, and preparing grab-n-go meals. A classroom will be provided for workshops on general excise tax licenses, food handling and processing, nutrition, and culinary arts. These efforts will support new and aspiring farmers, ranchers, and entrepreneurs in becoming familiar with DOH requirements, labeling, marketing, and business management. (Classes in traditional Hawaiian cooking would be another great focal point.) An outdoor covered area can be used as onsite seating for popup restaurants, and can even host the market during inclement weather. All in all, our aim is to foster community pride, goodwill and prosperity, encourage community engagement, and create a microsource of healthy and local foods. This supports our local economy by keeping the money close to home. The excitement over this project is palpable, and through community inclusiveness and a strategic range of events, we can sustain this level of engagement beyond simply the creation of the kitchen. Project Beneficiaries We have attached letters of support from the following identified beneficiaries and stakeholders: Mark & Rachel McClintick Aloha Garden Of Peace Anna Bicknell AnnaBee Astrology Michelle Richter Any Kine Wontons, LLC Ava Libal Ava Libal Jim Powers Cosmic Powers Denis & Dawn Johnston Dulcè Patrick Faris Faris Forest Joanna M. Haberman Global Integrative Technologies, LLC Linda Brush Happy Gecko Farm Jane Brahm Jane Brahm Kate Palmer Kate Palmer PhD, MA, CCP, CAS, CRC Kismene Raines Kismene Raines Deborah Ward Laiku Farm Lisa Maria Martin Lisa Maria Artista Martha-Ann Aukai Martha-Ann Aukai Mary Ewing MaryMade Michele MacDonald Michele MacDonald Asenith D Mayberry MA. MAT Native Wellness LLC Noah Hill Noah Hill Devon Casey OneLoveHeals Sylvia Dolena Puna Rising Entrepreneur Hub Yuliya Lindsey Saloha Bakery Rachel Martinez Saucy Mama’s LLC Shannon Matson Shannon Matson Steven Ikaika Rodenhurst Steven Ikaika Rodenhurst Terra Carstensen Terra Bakes James Hoffman Wao Kele Farmstead When COVID-19 came into public awareness in 2020, it effectively shut down our way of living in Puna as well as the rest of Hawaii, which is 90% reliant on foods and goods that are shipped in, as well as a great deal of tourism. When the boats stopped coming, we patiently stood in line to enter markets with dismally bare shelves and products that were close to expiration from ubiquitous shipping delays. Some of us even had to learn to cook since we could no longer eat out, and we were forced to either go hungry, or eat just the most basic available foods for survival. We also watched as our favorite businesses, large and small, closed their doors due to the shutdown, including restaurants which sourced food from local farmers who used them as a regular outlet for produce and meat. COVID-19 showed us just how fragile our supply chain actually is, and gave us a clear view of food insecurity and scarcity. A serious global disturbance becomes a scary reminder of how geographically isolated we are, and how many resources it actually takes to maintain our 90% food import addiction. Unable to count on our regular distribution channels for important food items, and with more time at home due to layoffs, many turned to homesteading, which is often subsistent at best when access to a sustainable local supply chain is limited. Puna is still one of the most affordable places in the U.S. for purchasing agricultural land. But when it comes to construction of homes and development of a working farm, ranch, or homestead, there are still many barriers due to remote location, access to materials and supplies, soil availability and quality. Our area’s population has been steadily growing, driven by emigration from other states and other islands due to affordable land costs, but that has also affected the supply chain due to demand from a higher population. COVID-19 accelerated that growth as newcomers who lost or quit their jobs came here in droves, relieved to get away from more densely populated areas. Demand for housing and land sent home prices soaring, and pretty soon, the dream of owning a home became alarmingly elusive to most of the island’s working class families, much like the issues on Maui. Meanwhile, many of the new arrivals, whose former professions are unsuitable or unneeded in a rural setting, have likewise turned to homesteading, but because they are just starting out, in a rather unforgiving environment, they need access to a certified kitchen and training in order to be successful, which is why we are applying for this grant. Our incubator kitchen will be fully committed to helping Puna’s diverse food producers which include small agricultural businesses, food-related small businesses, and nonprofits, old and new, to become successful entrepreneurs who can start, sustain, and expand their businesses locally through high quality training and strong community support. The benefits are many, from reducing expenses by not having to travel to use similar facilities, reducing the amount of money that is leaving Hawaii daily through big box chain grocery stores, helping to increase local food security, and having a place to conduct workshops on preparing or preserving locally grown food. Everyone wins when we produce, sell, and eat our locally grown food. POVERTY STATUS AND EMPLOYMENT IN HAWAIIAN ACRES: 2020 – 2021 U.S. Census Bureau. " Poverty Status in the Past 12 M onths ." American Community Survey, ACS 5-Year Estimates Subject Tables, Table S1701 , 2021, https://data.census.gov/table/ACSST5Y2021.S1701?t=Income and Poverty&g=160XX00US1512450&moe=false. Accessed on May 11, 2024. POVERTY STATUS AND EMPLOYMENT IN SELECT PUNA COMMUNITIES 2022 U.S. Census Bureau. "Poverty Status in the Past 12 Months." American Community Survey, ACS 5-Year Estimates Subject Tables, Table S1701 , 2022, https://data.census.gov/table/ACSST5Y2022.S1701?t=Income and Poverty:Poverty&g=160XX00US1501085,1507542,1512 450,1512600,1532900,1542800,1553300,1558775,1559900&moe=false. Accessed on May 11, 2024 To reach out to other potential beneficiaries, we will use a combination of social media, traditional media including newspapers, radio, and television, approved tabling outside of food-related establishments, hanging posters, and passing out handbills. We will create a contact list of qualifying clients through paper and online surveys, with particular attention paid to those whose income and food security were impacted by the COVID-19 shutdown. Once identified, our kitchen and community will engage with stakeholders and those who utilize the space to request regular feedback on how it serves their needs, and how we as a group can improve our offerings to further support a sustainable local economy. This will be in the form of anonymous polling, as well as an exit survey that allows newly-fledged businesses and other departing clients to provide feedback on what did and didn’t work well, and what improvements or additions they can suggest and want to see in the future. Our training programs will be evaluated by these clients for clarity and effectiveness. We plan to offer incentives such as merchandise, scholarships,and complimentary kitchen hours in exchange for feedback from lapsed clients on why they stopped using the kitchen, taking note of both success and failure. Finances INCOME Kitchen Fees for the use of space and equipment vary depending on the type of activity performed in the facility. Kitchen use fees will be contingent on the nature of the users, with one rate for inexperienced and incubator food producers and community groups, and another rate for established food businesses who need more of a production space sharing option. There will be a tiered payment system as well, based on the number of hours the kitchen is being rented or utilized in one time, part time, and regular use payment amounts. We will use the recommendations of our Kitchen Consultants as well as our finalized operating expenses. Work exchange hours (staffing kitchen, etc.) can be used to offset kitchen fees for incubator clients who cannot afford the full rate, and we plan to offer a small number of community funded scholarships for those most in financial need as well. A percentage of funding from every fee will also go into an equipment repair and replacement/emergency fund so that we can prepare for the inevitable future with such regular use of the equipment in the kitchen. Training and basic education will be free or nominally priced to paying users of the kitchen, and funded by other sources for outside community members who wish to participate in the training but not use the kitchen. Paid workshops will be held for those wishing for more advanced training, and will be open to non-clients at a slightly higher cost. Complimentary kitchen hours may be used as an incentive for advanced safety training beyond health department food handling requirements, and users who need access to the kitchen during unstaffed hours will also be required to have additional safety and security training, along with supervised staffing hours. The development of these measures will be completed by our management staff and developed in accordance with all county health and safety regulations. Event Space Rental of the kitchen and/or the covered outdoor area in part or in full will be available for private and public events. Potential clients include professional caterers and trained kitchen clients wishing to host their own themed events. Fees will be based on ½ or full day usage, with provisions for kitchen only, workshop space only, and for use of the entire facility during their events. Planners may bring their own supplies or rent Kitchen-owned equipment such as tables, seating, and tents. A clean up fee will be charged. A Concession Stand on weekday mornings will allow Moho commuters to pick up coffee, tea, juice or a muffin or musubi before work, which will be staffed by volunteers, those in training who wish to learn how to run their own concession establishment, and provide a way to offset kitchen usage costs for those in financial need. Merchandise such as aprons, toques, t-shirts, mugs, tote bags or other items with the kitchen’s logo will be sold on-site and online, as well as be available through the concessions stand and at events both on and off site. Fundraisers will be hosted by the Kitchen throughout the year. They will take the form of periodic pop-up restaurants staffed by work-exchange clients and/or professional caterers, semiannual or quarterly cook-offs with participation fees, in-kind donations, and corporate sponsorships, team building cooking event challenges, charity auctions, and corporate- sponsored special market festivals to showcase our clients’ products through a shared booth rental space. Additional Notes The kitchen or its affiliate must apply for 501(c)3 status so that donations are tax-deductible, and the kitchen will provide information on how to accomplish that to anyone in need. Foundations and wealthy individuals such as angel investors will also be approached for funding donations, and we will continue to apply for federal, state, and county funded grants. We will also utilize crowdfunding platforms such as Kickstarter and GoFundMe for specific project based donations and emergency funding needs beyond our reserves, and finally, apply for low-interest loans if needed once we secure other sources of funding. EXPENSES Annual Operations Administration Accounting Insurance Legal Travel State registration Occupancy Gas and electricity Phone, basic Trash/recycling Water Maintenance Cleaning supplies Equipment maintenance Facility maintenance Pest prevention Hood cleaning License/permit renewal fees Fire inspection Landscaping Linen service Educational and Training Programs Regular advertising Special advertising Director training Education Internet Printing Copier maintenance and supplies Software and books Business consultants Start-up consultant Kitchen consultant What is the current status, and what are the sources of revenue to operate programs and advance the mission over time? Our current business status is in seed stage, and we are actively seeking funding from multiple grant sources, as well as private community based and angel investors. Our sources of revenue will be based on the rental fees from our incubator clients, kitchen and event space rentals, the sale of tickets to workshops, fundraising events, and donations. We have $245,000 in insurance money so far to rebuild the community center building, and we plan to leverage county grant funds to develop a center that better serves the entire Puna District. What needs to be in place for this nonprofit to continue on sound financial footing? We will both work for and require ongoing funding sources as listed above, and our goal is to be 50% self funded within 10 years, with the support of outside funding for the other 50%. Who We Are HACA Board We are member supported. Our board of directors is composed of community members who volunteer their time and expertise to make Hawaiian Acres a better place for all members of our community to live, work, and play. We have a dedicated mission to improve our community by dealing with the present. While, we keep an eye on our future. We always remember our rural roots and are focused on the welfare of our residents. Our goal is to build productive relationships within our community. HACA Kitchen Committee The Kitchen Committee was formed upon finding the need for a group of Hawaiian Acres residents and board members from HACA to connect together, compile all of the information, and apply for this grant opportunity. Composed of members dedicated to expanding Hawaiian Acres’ offerings to the community at large, the Kitchen Committee will continue to work together to move this project forward, as well as work together with the HACA board to manage the business once it is up and running. By having a group that works together we will have greater accountability for future business needs. HACA Community Market Committee The Hawaiian Acres Community Farmers Market was formally established by the County of Hawai’i Windward Planning Commission on September 14 th . 2014 (Special Permit No. 845) The market normally opens weekly when in operation, however has been suspended due to the reconstruction process of the community center building. The market committee will assist the future kitchen producers by presenting classes on Hawai’i small business requirements such as food safety, production, product labeling, packaging, and wholesaling to retail outlets. The Hawaiian Acres Community Market will provide information to new vendors in market etiquette, setting up booths, displays, sampling, and serving requirements for their products. Organizational Structure Board of Directors This is the main oversight committee that will regularly work with the county as well as the managers and directors below them to ensure health and safety compliance, success and growth rates, and the development of new projects and funding sources. The board will operate in compliance with nonprofit procedures, and regular meetings will be held and recorded to ensure accountability. Committee Team These positions will be responsible for being the points of contact and communicators between the Board of Directors and Management held by the Kitchen Committee and Market Committee Chairs, which will be vital in both keeping the vision and mission on track, as well as delineation of tasks and responsibilities as needed over time. This includes working with all other Administrators, Managers, and Directors to ensure smooth operations. Kitchen Administrator This position will be responsible for keeping the books for the kitchen, and well as tracking and maintaining expenses based around materials, equipment, maintenance and repairs, and reporting to the Executive Director the administrative and financial needs of the kitchen. This includes working with the Accounting Specialist to ensure proper reporting and filing with the county and state. Kitchen Manager This position will be responsible for onsite management of the kitchen, including assisting incubator students, and overseeing the use of the kitchen on a regular basis, including monitoring safety measures and compliance during food production and use of the kitchen for events. This includes completing and maintaining a Food Protection Manager Certificate through the county. Fundraising Director This position will be responsible for all fundraising campaigns and events, including tracking expense needs, fundraising fulfillment, and all legal aspects of receiving funding for a nonprofit organization. This will include assisting in development of the donations process, as well as allocation of funds received based on need, and implementation of funding allocation by working with the Kitchen Administrator and the Incubation Services Manager. Development Director This position will be responsible for sustaining the kitchen’s vision and mission, along with the creation and development of new events, programs, and community engagement initiatives in order to continue the growth and success of the kitchen as a whole. This includes the development of new ideas around marketing and communications which will be carried out by the Marketing and Communications Manager. Incubation Services Manager This position will be responsible for providing a nurturing environment that helps entrepreneurs turn their ideas into successful businesses, as well as working with the Development Director to understand and address both satisfaction and dissatisfaction with the programs offered and how they can be improved by working directly with the entrepreneurs throughout their development processes, including acquisition of food handler's permits and safety training. Kitchen Assistant Manage r This position will be responsible for supporting the Kitchen Manager in all duties listed above, as well as providing shift relief for the Kitchen Manager as needed. This includes all of the safety training requirements for the Manager, but will carry less responsibility and does not require the Food Protection Manager Certificate, only a food handler’s permit. Volunteer Coordinator This position will be responsible for all communication with volunteers in the kitchen, in the classroom, and for all public and private events. This includes keeping track of volunteer hours, including work exchanges for use of the facilities, and maintaining volunteers’ understanding of all of the processes, and approving their successful safety training requirements. Marketing and Communications Director This position will be responsible for all communication outreach and promotions including social media, digital marketing campaigns, and in person marketing events. This includes serving as a point person for the media, including creating and sending out press releases, announcements, calendars, and any other marketing materials as defined in our plan. Accounting Specialist This position will be outsourced to ensure correct bookkeeping involving all funds coming in and going out, and will be utilized on an as needed basis. This includes compiling all reports to the county and state to ensure compliance which will be submitted to the Executive Director regularly. Procurement Manager This position will be responsible for community outreach to gain and maintain interest in our programs and offerings, as well as events, and kitchen usage by community members and entrepreneurs. This includes working with the Marketing and Communications Manager and the Fundraising Manager to complete all campaigns successfully. Event Manager This position is responsible for the scheduling and management of all on and off site events, including fundraising, kitchen sponsored events, public events and workshops, and private events. This includes working with the Kitchen Manager and Kitchen Assistant to ensure the flow and supply of food and beverages, as well as providing assistance with the setup and break down of events. Compliance The Kitchen shall remain in compliance with County and State regulations by maintaining current health certificates and ensuring that all users of the kitchen have their food handler’s permits. The Kitchen Manager will obtain a Food Protection Manager Certificate in lieu of a Food Handler’s Permit. Furthermore, the Kitchen will have a Food Establishment Permit, a Special Event Food Establishment Permit; a Certificate of Occupancy; and provide Support Kitchen Use Agreements where needed. We will require a General Excise Tax license from users if they are producing items for sale. We will have liability waivers for insurance purposes as well as to make sure that all users of this space have the same understanding of safety procedures. We would also invite members of the Hawai'i Fire Department to provide a safety course annually for all of our regular users, as well as community members interested in learning more about the importance of fire safety in the kitchen. To encourage kitchen users to attend this and other optional safety courses we will offer incentives, such as discounted rental rates and merchandise. 1. Food Establishment Permit Purpose: This permit is required for operating a restaurant, bar, caterer, market, convenience store, lunch-wagon, push cart, or other types of “permanent” food establishments. It ensures compliance with the requirements of Hawaii Administrative Rules, Title 11, Chapter 50, “Food Safety Code”. 2. Special Event Food Establishment Permit Purpose: This permit is required if you plan to hold a food sale such as a farmers market, fundraiser, craft fair, carnival, food show, or other event at a single location. It is required by required by the Department of Health 3. Certificate of Occupancy in Hawaii A certificate of occupancy is a document that shows your space is zoned for your type of business, as well as up to code, safe to use, and up to date on its checks and inspections. Not every county will require them for new businesses, and even then, only certain situations require them, including if you’re doing major building work or changing the use of a space from residential to business. 4. Support Kitchen Use Agreement Purpose: This agreement is required if your food establishment provides facilities or services in support of another food establishment. The operations that can be conducted in the support kitchen include cold storage, dry storage, food preparation, cleaning/sanitizing of equipment and utensils, servicing water systems, and others as listed. ● hot water taps that reach minimum 140 degrees in all sinks as well as sanitization tabs ● sinks for washing food, utensils, and equipment, three compartment sinks and a dishwasher ● at least one fully equipped and separate hand-washing sink ● an approved water supply meeting the Hawaii safe drinking water program ● Stainless steel work surfaces ● walk-in refrigerator with temperature indicating devices and alarms ● shelf space for storage of equipment and dry goods to reduce the potential of contamination ● area protection from pests, such as flies, roaches, and rodents ● exhaust hoods and air filters meeting fire safety and health sanitation codes ● properly shielded lighting fixtures ● an approved ventilation system ● adequate utilities ie, electricity, gas, and water to support needs at full processing demand ● pressure differentials in specific rooms to prevent food contamination ● hair and beard restraints Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/Attachment 5.0.i Work Plan.pdfAttachment 5.0.i Work Plan - Google Docs Attachment 5.0.i: Work Plan Project Name: Moho Kitchen Our Mission is to provide a low-cost, low-risk, full-service, licensed and insured commercial kitchen space for local food businesses to establish and grow their operations— the perfect way to support emerging food entrepreneurs and provide the community access to their unique products. The goal is to construct an incubator-test kitchen on Moho Road in Hawaiian Acres. This facility is intended to be used by members of Hawaiian Acres and neighboring communities. Its purpose is to promote goodwill and friendship while providing a unique community space to share food and learn together, and to foster a broader sense of community. We will also provide space for entrepreneurs to record cooking videos to promote their products or their uses, and a covered pop-up restaurant style space for caterers interested in showcasing their culinary skills. Our Strategy is to reach out to the community using social media and public meetings in order to identify small businesses that will benefit from a certified kitchen to offer both use of the space and educational opportunities. To maximize the benefit to all small businesses, we will offer work-exchange opportunities to help offset the cost of renting the kitchen or hosting their pop-up restaurant. Furthermore, we will provide a regular outdoor market for local vendors to sell their products. Documentation and Reporting will be provided by our Fiscal Sponsor and Project Manager. All expenses will be recorded and the Project Expenditure Reports will be provided to the County of Hawaii, in compliance to SLFRF guidelines and on schedule as detailed in the RFP. Timeline Based on an anticipated start date of July, 2024; all funds will be obligated by the Fiscal Sponsor by 12/31/2024. The Project Manager will ensure that all work will be performed and completed by 08/31/2026. Work Performed Start Date End Date Engage Community 5/1/2024 8/31/2026 Hire Project Manager 7/1/2024 7/31/2024 Field trips to certified kitchens 7/1/2024 8/1/2024 Hire Kitchen Business Consultant 7/1/2024 8/15/2024 Liability Insurance Proof Patti 7/1/2024 7/31/2024 Architecture and Engineering Drafting + Interior Design 7/15/2024 9/1/2024 Revise business plan if needed 8/1/2024 3/15/2026 Confirm/Perform Land Survey 8/1/2024 8/7/2024 Acquire building permit from COH 8/15/2024 2/1/2025 Submit plans for DOH approval 8/15/2024 2/1/2025 Acquire Wastewater PermIt 8/15/2024 2/1/2025 Apply for Food Establishment Permit with DOH 8/15/2024 2/1/2025 Apply for Special Use Permit 8/15/2024 2/1/2025 RFP for Large Equipment Operators 9/1/2024 12/31/2024 RFP for Contractors, Plumbers, Electricians, HVAC, Gas Installer 9/1/2024 12/31/2024 Hire Licensed Contractors, Plumber, Electrician, HVAC, Gas Installer 2/1/2025 5/1/2025 Acquire Insurance and Provide Certificate of Insurance to the County of Hawaii 5/1/2025 6/1/2025 8’x40’ Shipping container purchase 6/1/2025 6/15/2025 HECO Pole Installation(s) and Meter Setup 6/1/2025 6/7/2025 Install Fencing and Security Gate 6/7/2025 6/21/2025 Prepare Building and Event Sites (grade, spread gravel) 7/1/2025 7/31/2025 Install commercial septic system with kitchen grease trap 7/1/2025 7/31/2025 Install water tank and water lines 7/1/2025 8/7/2025 Concrete slab engineering & construction 8/1/2025 8/14/2025 Construct 30’x70’ commercial steel building 8/15/2025 10/15/2025 Carport loading covering- build (Greenhouse Specialists) 8/15/2025 10/15/2025 Develop Training Materials for Classroom 10/1/2025 6/1/2026 8x40' Shipping Container Storage Development 10/15/2025 3/15/2026 Contruct Interior of Kitchen 10/15/2025 3/15/2026 Finish Flooring of Kitchen and Classroom 10/15/2025 11/15/2026 Phase 3 Install Tables and Cabinets Kitchen and Classroom 11/15/2025 12/15/2026 Phase 4 Paint Interior, Trim, Outlet Covers, Etc Kitchen and Classroom 12/15/2025 2/1/2026 Purchase and Install Appliances Kitchen and Classroom 11/1/2025 3/15/2026 Purchase and install furniture Kitchen and Classroom 11/1/2025 3/15/2026 Purchase and Install propane tank and hookups 3/15/2026 4/15/2026 Purchase Install Computers 3/15/2026 6/15/2026 Secure Renters 3/15/2026 8/31/2026 Establish Guidelines for Use of Kitchen Safety and Compliance 3/15/2025 4/15/2026 Promote Certified Kitchen and Secure Renters 3/15/2026 8/31/2026 Hire part-time Kitchen Manager and Assistant 4/15/2026 6/1/2026 Wrap up project: documentation, reporting, community potluck 7/1/2026 8/31/2026 Detailed Budget The project is anticipated to cost a total of $626, 975: $88,500 for services and supplies, $385,500 for contract and service delivery, $102,975 for equipment, and $50,000 for salary and benefits for the Project Manager. The cost estimates are based on quotes from contractors, construction costs of other certified kitchens in Hawai`i, and online searches; and are subject to change due to an uncertain economy. Infrastructure Cost Grading to flatten back half of lot, and expand parking area behind firehouse $12,000 Six loads of gravel @ $1,000 $6,000 Design & install commercial septic system with kitchen grease trap $25,000 Concrete slab engineering & construction $25,000 Design and manufacturing of prefab 30’x70’ commercial steel building shell and shipping from mainland manufacturer (Greenhouse Specialists) $160,000 Contractor/builder for prefab steel building labor (1-1.25 times steel building cost) $115,000 Architecture, drafting and engineering Interior design and build $60,000 Community volunteer workers for interior painting and cabinet installation $3,500 8’x40’ Shipping container purchase and conversion to storage building $24,000 Paint and Seal Concrete Floors in Kitchen $3,000 Carport loading covering- design & build (Greenhouse Specialists) $18,000 Subtotal Infrastructure $451,500 * Steel structure and building estimate is based on discussions and previous Prefab Steel Building (proposal No. CF040424-01) made by Greenhouse Specialists, 16-711 Milo Street, Keaau Hi. 96749. Craig is the account manager for Hawaiian Acres Community Association Sample Commercial Steel Warehouse designs at: https://greenhousespecialists.com/structures/warehouses/ Utilities and Building Security Commercial Standby Generator $10,000 Exterior Motion Detection Lights and Cameras $400 Panic door hardware and auto door closures, $2,100 Security Gate $700 Fire System (sprinkler system, extinguishers, etc.) $15,000 Concrete base, Water tank, install $7,500 Fencing and Security Gate $15,000 Interior Motion Detection Cameras $500 Propane Tank and Installation $3,000 Subtotal Utilities and Security $54,200 Interior furnishings and major kitchen appliances Commercial three compartment dish sink & faucet $2,000 Utility sink, faucet & hand washing station (soap & paper towel dispenser, trash can) $275 Two kitchen prep sinks & faucets $300 Commercial under counter dishwasher (Lowes) $1,900 Bottle washer and sanitizer (plus shipping) $5,000 Double door convection oven $6,075 40 quart standing floor mixer $4,250 Countertop mixer $400 12” gas flat top griddle $1,500 Six burner range w/oven $4,050 Hood Enclosure and Exhaust Fan $7,000 Propane fryer 40 lb. (but should not be used until there is a collection tank and pick up service for used oil) $2,100 54”, two door freezer $6,450 Young Brothers Shipping costs from Honolulu $2,600 8’x12’ construction/installation of walk in refrigerator $5,600 Cabinets & counter tops $4,200 30”x120” Stainless Steel flat top prep tables $1,425 30”x84” Stainless Steel flat top prep tables $1,050 Misc. counter top appliances and cooking utensils $1,500 Pots & pans and baking racks and sheets $4,500 Kitchen utility roll about carts $800 Subtotal kitchen $62,975 Classroom & Computer lab Desks, tables, and chairs $1,200 3 desktop Computers & 1 printer $5,000 Label printer $600 Design and bookkeeping programs $1,200 Misc. teaching supplies (white board, easels…) $300 Subtotal Classroom $8,300 Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/Attachment 5.0.vi Puna Ma?kaukau Documents.pdf Current Assets Cash & Cash Equivalents 2,735.13 Total Income 2,735.13 Total Current Assets 2,735.13 Long-Term Assets Greenhouse 13,105.75 Total Long-Term Assets 13,105.75 Other Assets Equipment/Materials 356.85 Total Equipment/Materials 356.85 TOTAL Assets 16,197.73 Liabilities and Equity Current Liabilities 0.00 Net Assets Net Assets with Donor Restrictions 1,399.00 Net Assets without Donor Restrictions 14,799.00 Total Net Assets 16,197.73 Total Liabilities & Equity 16,197.73 PUNA MAKAUKAU Balance Sheet July 1, 2021 - June 30, 2022 Assets Current Assets Cash & Cash Equivalents 13,529.31 Total Income 13,529.31 Total Current Assets 13,529.31 Long-Term Assets Greenhouse 4,777.28 Total Long-Term Assets 4,777.28 Other Assets Equipment/Materials 1,362.15 Loan Repayment 300.00 Total Equipment/Materials 1,662.15 TOTAL Assets 19,968.74 Liabilities and Equity Current Liabilities Loan 300.00 Total Liabilities 300.00 Net Assets Net Assets with Donor Restrictions 10,000.00 Net Assets without Donor Restrictions 9,669.00 Total Net Assets 19,669.00 Total Liabilities & Equity 19,969.00 PUNA MAKAUKAU Balance Sheet July 1, 2022 - June 30, 2023 PUNA MAKAUKAU ANNUAL BUDGET 2022-2023 2023-2024 Current Year Prior Year Fiscal Year ending: 30-Jun-24 30-Jun-23 REVENUE AND SUPPORT Revenue Donations $1,500.00 $600.00 Grants $10,000.00 $15,000.00 TOTAL INCOME $11,500.00 $15,600.00 EXPENSES Greenhouse $7,800.00 Greenhouse freight $2,200.00 Excavation $3,500.00 $3,000.00 Insurance: Business/Liability/Re al Estate $3,000.00 $400.00 Workshop Materials $1,000.00 $800.00 Tools and Equipment $1,400.00 $400.00 TOTAL EXPENSES $8,900.00 $14,600.00 NET SURPLUS (DEFICIT) $2,600.00 $1,000.00 Department of Commerce and Consumer Affairs CERTIFICATE OF GOOD STANDING I, the undersigned Director of Commerce and Consumer Affairs of the State of Hawaii, do hereby certify that PUNA MAKAUKAU was incorporated under the laws of Hawaii on 08/28/2018 ; that it is an existing nonprofit corporation; and that, as far as the records of this Department reveal, has complied with all of the provisions of the Hawaii Nonprofit Corporations Act, regulating domestic nonprofit corporations. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of the Department of Commerce and Consumer Affairs, at Honolulu, Hawaii. Dated: May 09, 2024 Director of Commerce and Consumer Affairs To check the authenticity of this certificate, please visit: http://hbe.ehawaii.gov/documents/authenticate.html Authentication Code: 500023-COGS_PDF-295360D2 Income Donations 831.05 Total Income 831.05 Gross Profit 831.05 Expense Business Expense 356.85 Total Business Expenses 356.85 Project Expenses Greenhouse 10,055.00 Grading & Gravel 3,050.75 Total Expense 13,462.60 Net Income (12,631.55) PUNA MAKAUKAU Profit & Loss July 1, 2021 - June 30, 2022 Income Donations 938.61 Grant-Vibrant Hawaii 5,000.00 Grant-State Farm 10,000.00 Loan and Refund 1,285.00 Total Income 17,223.61 Gross Profit 17,223.61 Expense Business Expense 319.73 Materials 1,042.42 Total Business/Material Expenses 1,362.15 Project Expenses Greenhouse 384.11 Grading & Gravel 3,400.00 Container 993.17 Loan Repayment 300.00 Total Expense 6,439.43 Net Income 10,784.18 PUNA MAKAUKAU Profit & Loss July 1, 2022 - June 30, 2023 Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/Attachment 5.0.vi Puna Ma?kaukau Redacted.pdf Current Assets Cash & Cash Equivalents Total Income Total Current Assets Long-Term Assets Greenhouse Total Long-Term Assets Other Assets Equipment/Materials Total Equipment/Materials TOTAL Assets Liabilities and Equity Current Liabilities Net Assets Net Assets with Donor Restrictions Net Assets without Donor Restrictions Total Net Assets Total Liabilities & Equity PUNA MAKAUKAU Balance Sheet July 1, 2021 - June 30, 2022 Assets Current Assets Cash & Cash Equivalents Total Income Total Current Assets Long-Term Assets Greenhouse Total Long-Term Assets Other Assets Equipment/Materials Loan Repayment Total Equipment/Materials TOTAL Assets Liabilities and Equity Current Liabilities Loan Total Liabilities Net Assets Net Assets with Donor Restrictions Net Assets without Donor Restrictions Total Net Assets Total Liabilities & Equity PUNA MAKAUKAU Balance Sheet July 1, 2022 - June 30, 2023 PUNA MAKAUKAU ANNUAL BUDGET 2022-2023 2023-2024 Current Year Prior Year Fiscal Year ending: 30-Jun-24 30-Jun-23 REVENUE AND SUPPORT Revenue Donations Grants TOTAL INCOME EXPENSES Greenhouse Greenhouse freight Excavation Insurance: Business/Liability/Real Estate Workshop Materials Tools and Equipment TOTAL EXPENSES NET SURPLUS (DEFICIT) Department of Commerce and Consumer Affairs CERTIFICATE OF GOOD STANDING I, the undersigned Director of Commerce and Consumer Affairs of the State of Hawaii, do hereby certify that PUNA MAKAUKAU was incorporated under the laws of Hawaii on that it is an existing nonprofit corporation; and that, as far as the records of this Department reveal, has complied with all of the provisions of the Hawaii Nonprofit Corporations Act, regulating domestic nonprofit corporations. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of the Department of Commerce and Consumer Affairs, at Honolulu, Hawaii. Dated: May 09, 2024 Director of Commerce and Consumer Affairs To check the authenticity of this certificate, please visit: http://hbe.ehawaii.gov/documents/authenticate.html Authentication Code: 500023-COGS_PDF-295360D2 Income Donations Total Income Gross Profit Expense Business Expense Total Business Expenses Project Expenses Greenhouse Grading & Gravel Total Expense Net Income PUNA MAKAUKAU Profit & Loss July 1, 2021 - June 30, 2022 Income Donations Grant-Vibrant Hawaii Grant-State Farm Loan and Refund Total Income Gross Profit Expense Business Expense Materials Total Business/Material Expenses Project Expenses Greenhouse Grading & Gravel Container Loan Repayment Total Expense Net Income PUNA MAKAUKAU Profit & Loss July 1, 2022 - June 30, 2023 Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/Attachment 5.0.v Letters of Support.pdfLetters of Support.docx - Google Docs Mark (Mamonalu) and Rachel McClintick, Owners Aloha Garden Of Peace www.alohagardenofpeace.org/ 16-2030 Ooaa Road Kurtistown, HI 96760 To Whom it may concern, Aloha! This letter is in support of the Hawaiian Acres application for an incubator kitchen at the Hawaiian Acres Community Center. Hawaiian Acres, zoned agricultural, has approximately 3,500 property owners. An incubator kitchen would be instrumental for our community and our property, the Aloha Garden Of Peace, to make value-added products to sell at a farmer’s market. Additionally, we would love to take some classes on how to harvest and prepare traditional Hawaiian foods in a sustainable way using ingredients grown on our property such as ulu, kalo, uala, and others. The mission of the Aloha Garden Of Peace is to sustainably feed ourselves and others; sell or give away food, seeds, plants, and trees; and hold educational workshops to promote a dialogue about the importance of everyone growing food. Our vision for the Aloha Garden Of Peace is that we are letting the light of sustainability shine bright; everyone is growing food, sharing with their neighbors of their abundance, and no longer relying on imported grocery store food, especially for fresh produce and anything that can be grown or made locally. The purpose of the Aloha Garden Of Peace is to be a demonstration site providing experiential learning for growing, harvesting, preserving, and preparing food for families and communities. A certiﬁed kitchen at the Hawaiian Acres Community center would help us fulﬁll our goals and so many more in the community and district at large. Mark has been on the Hawaiian Acres Community Association board for 4-5 years in two diﬀerent stints: 2014-2015 and 2022-present. I had a table at the market before it shut down mending and altering clothing. I didn’t make any income to speak of, but the community bonds are what kept me coming back week after week. Mamonalu (Mark) McClintick 808-365-4279 MarkA.McClintick@gmail.com Rachel McClintick 808-365-3385 rachelannamcclintick@gmail.co m Anna Bicknell AnnaBee Astrology P .O BOX 10324 Hilo HI 96721 206-383-6022 anna.bicknell@gmail.com www.annabicknelloﬃcial.com 05/13/2024 To Whom It May Concern: I am writing this letter in support of Hawaiian Acres Community Association’s application for the County of Hawaiʻi’s State and Local Fiscal Recovery Funds Food Security and Agricultural Initiatives Program Grant. As a business owner that currently lives in Lower Puna / East Hawai'i, this project would beneﬁt the community and myself immensely by providing a certiﬁed kitchen and educational programs to increase food security and self-suﬃciency. My business focuses on helping people step into their authentic power via understanding their personal astrology as well as making delicious treats for the community that I sell at local farmers markets. Prior to my astrology business I was a pastry chef and restaurant consultant that worked mainly in cafe’s helping them redesign their menus. As well as testing new products that focused on using local ingredients vs ingredients that had to be shipped in from else where. This is an important step forward for the restaurant industry in my opinion. Sustainability of high quality ingredients has always been diﬃcult in the restaurant world due to the fact it is hard to source a consistent and aﬀordable supply from local farmers. This project would give the farmers and restaurant owners a direct supply to each other, no middle man needed, as well as a hub to do their business at. During Covid 19 I had to abandon the pastry part of my business, as most restaurants were not doing well. I doubled down on the online Astrology portion of my business but now I am excited to get started cooking and baking again for the community. My current business model is focused on merging both of my passions into one cohesive LLC. This certiﬁed kitchen would make it possible to cook and bake on a bigger scale and be able to serve more of the island. One of my ideas for my business is an astrology based cook book, this project would allow me a clean space to design and test my recipes for the cookbook, as well run classes on both baking and astrology. These are two passions of mine may appear to be unrelated. But to me, they are both part of my authentic expression that I am honored to have the time, space and resources to be able to cultivate. My hope is that other people look at my business and are inspired to follow their heart’s desire and create a sustainable business that they love. A community that is focused around sharing their authentic gifts and talents with each other, whether that is astrology, farming, baking, soap making or any of the other amazing skills the people of East Hawaii have, is a community that is supportive of each other. A supportive community focused on keeping things local, helping their neighbors and creating a sustainable farming model for generations to come is exactly what will create more abundance, ease and peace for all the families that live here. Thank you for considering this grant for our community. Sincerely, Anna Bicknell To whom it may concern: My name is Michelle Richter. I am the owner of Any Kine Wontons, llc. I have been in business since 2015. I have lived in Hawaiian Acres located in Kurtistown, HI. 96760 for 17 years. Our community of Hawaiian Acres desperately needs a certiﬁed kitchen to support the many farms and small business owners that reside here in the Acres. My business is licensed to wholesale value added products (frozen packs of wontons). It is also licensed to sell from a certiﬁed mobile food cart. I currently have to travel a total of 40 miles per day to a certiﬁed kitchen in Hilo in order to make, package, store and sell my products to my neighbors and my community here in the Acres. My mobile food cart also has to travel to Hilo to simply ﬁll and empty its water tanks in a certiﬁed kitchen. During the Covid pandemic, I was unable to oﬀer food sales daily to my community because the travel time, gas and resources were so diﬃcult to obtain. Having a certiﬁed kitchen in our community would allow more access to locally grown food which needs to be processed (washed, packaged and stored). It would give more people the opportunity to manufacture value added foods as well. By doing this, it would boost our neighborhood economy and provide more food security for those living in this rural community. It would encourage more people to farm and have a place to sell their products. Thank you for your consideration. Sincerely, Michelle Richter 16-1475 Moho Rd Kurtistown, HI. 96760 Aloha! My family and I live in Hawaiian Acres. We are enthusiastically in support of getting a certiﬁed kitchen for our community! We have a small farm and a certiﬁed kitchen would help us make value-added products. More importantly, the community gathers around food. Having a space where our community can share foods, "break bread," and gather, has a value no dollar can measure. When the community center burned, my then one year old cried about it every day for a month because she missed the community that gathered there. The beneﬁt to our farmers and greater community would be more than processing our farm produce. A strong community center bolsters essential community connections and creates a resilience beneﬁting both the local economy and mental health of our residents. Thank you, Evelyn Libal and family dbs Ava Libal Jim Powers Cosmic Powers 15-2721 Maiko Street, 96778 541-829-2114 JimPowers49@gmail.com May 16, 2024 Aloha: to the members of the Grant Committee, I have learned that the Hawaiian Acres Community Association is applying for a Program Grant from the County of Hawaiʻi’s State and Local Fiscal Recovery Funds Food Security and Agricultural Initiatives Grant Program. I believe that the Lower Puna area would beneﬁt from this project which would provide a certiﬁed kitchen along with an educational program to an area that is economically challenged. This project would increase self-suﬃciency and food security for the people living in the area. Also, by locating the training kitchen along with the future community center, is a smart idea as the two would beneﬁt each other and would cost less to build as one project. The greater Puna district would beneﬁt by an increase in the number of residents who become proﬁcient in food growing and preparation. The multiplying eﬀect of this project will be signiﬁcant as each student learns to grow and prepare food for many others. This certiﬁed kitchen and the educational programs that come from it will provide new business possibilities for local residents. As a business owner, myself, I can envision ways in which it could enhance income potential and allow for more legalized production of food products. It would provide a place for residents to do more research, develop, and make more value-added products and legally sell them to more people. I believe bringing a certiﬁed kitchen to Lower Puna would be truly beneﬁcial for the area and bring multiple beneﬁts. I urge you to support this grant application. Mahalo, Jim Powers Denis & Dawn Johnston Dulcè 16-1172 Moho Rd 808.796.0026 Pastrymann1@gmail.com 05/13/2024 I am writing this letter in support of Hawaiian Acres Community Association’s application for the County of Hawaiʻi’s State and Local Fiscal Recovery Funds Food Security and Agricultural Initiatives Program Grant. As a business owner in East Hawai'i, this project would beneﬁt my community by providing a certiﬁed kitchen and educational programs to increase food security and self-suﬃciency. During the Covid outbreak I watched ﬁrst hand as our community struggled with food insecurities and especially our kupuna. I watched as Shannon Matson organized and then supplied many staples at a food giveaway in the Hawaiian Acres, located at the Community Center, now a shell of the building. Not long after Shannon started this food relief program I joined in and baked for our community especially the kapuna who were very strongly aﬀected. Seeing up close how desperate these folks were aﬀected me deeply and as such this is why I am writing this letter of encouragement for the proposed commercial kitchen. Denis Johnston CEPC, CWPC 808.796.0026 Aloha, I'm wanting to express my appreciation that Hawaiian Acres is applying for this Kitchen as we need it. I run a Family owned and hosted B&B in Hawaiian Acres and we were nominated by Hipcamp as one of the top 15 B&B's in all the state, but it's clear the pandemic didn't just aﬀect us, but our entire community. We actually opened our B&B in the middle of the pandemic as we are isolated and a destination in and of itself for those wanting a nature getaway. We share homesteading practices like growing food, and canning, sourdough made from native staples like Ulu, Taro, Cassava, Ube, Sweet potatoes, etc... Our Goal is to give back to the land and share the education it has provided for us. It's important not just to have a kitchen, but a permitted structure we can gather at. Having a kitchen and bathroom for our community center would be the ﬁrst steps in getting us our farmers' market back, which would help our entire community as we are an AG-1 zone. For whatever consideration there is, Please help :) Mahalo and many blessings, Patrick Faris 808.657.5799 Light, Love & Aloha, Patrick Faris Faris Forest Farm 1.808.657.5799 www.FarisForest.com R. Garimo Pape DBA: Garimo’s Real Soap Studio – Est. 2007 Https://GreatBarsofSoap.com 808-968-0728 To Whom it may concern: In 1991, I established my ﬁrst self owned food business after having many years of work experience in restaurants around the US. In 1996 I managed to build my own state certiﬁed kitchen where I manufactured, warehoused, packaged and distributed my blend of Chai spice through both wholesale and retail outlets. It was in 2007 I decided I needed something diﬀerent to do and decided because a soap shop would not require the cost of refrigeration and the disturbance of health inspectors, I rented a store front to set up a work studio and started soap production with chai scents so I’d easily be able to get my soaps into the stores that carried my Chai. My two small businesses over lapped for a time but in 2014 I was able to sell my accounts and my chai recipe to the Monterey Bay Spice Company. Who is now if not the largest was at one time the largest online spice company (herbco.com) Scott started his company in my building and with the information of spice importers I turned him on to. In a short time, his business grew huge. Anyway, it’s kinda cool to be able to google UP N’ Atom Chai and see others all over the US still selling a product I formulated thirty-three years ago. During the time of starting and growing my Chai business I attended small business mentoring classes at the community college and learned much about marketing and how to set pricing. I also took a class on html coding for building my own website for online sales and marketing. After time of operating a micro business in Santa Cruz, I caught the eye of an economics professor at UCSC and became an interviewed example on micro businesses for her class. I regularly teach a hands on soap making class in east Hawaii. I think I may be the only instructor in the state that oﬀers a hands-on class where students actually make a batch of soap in the class rather than watch an instructor's demonstration. So I’m thinking I have a bit of life experience to share and now that I’m aging, it is my time to start mentoring when I can and help future entrepreneurial adventures. That’s why I support Hawaiian Acres Community Associations bid for the ‘County of Hawaiʻi’s State and Local Fiscal Recovery Funds Food Security and Agricultural Initiatives Program Grant’. Having a certiﬁed kitchen with the establishment of the entrepreneurial incubator program wouldn’t directly do much for my own business, but it will create a classroom space where I could oﬀer classes for others. Programs like Product labeling standards and design. Marketing: online, wholesale and retail, in person at community farmers markets. Bookkeeping, ﬁling GET forms online, getting set up the states program for ‘Made in Hawaii with Aloha’ contract and such. I imagine the certiﬁed kitchen could create its own website much like The Farm to Car site and oﬀer the opportunity for products produced in the kitchen to be purchased in advance online and picked up on Farmers Market day. Budding entrepreneurs would then need to have learned product photography and how to list on online market websites… Anyway, as a homeowner, business owner, manufacturer of agricultural value-added products, resident in Hawaiian Acres, and a current Hawaiian Acres Community Association Board of Directors member and chair of the Community Market Committee and co-director of the Community Market, for what it’s worth, I am in support of this project being funded. Mahalo for your consideration, R. Garimo Pape Wednesday May 8th, 2024 Joanna M. Haberman Owner, Global Integrative Technologies, LLC Kurtistown, HI To Whom It May Concern, As a multi-year resident of Hawaiian Acres, I am the founder of Global Integrative Technologies, LLC, a Generative AI company dedicated to assisting small to medium sized businesses in the state of Hawaii to utilize and integrate Generative AI solutions to enhance and grow their businesses. I am also pregnant, and working towards building my homestead now. A local commercial kitchen is not only desired but necessary for our community. I fully support the creation and implementation of an incubator-style commercial kitchen as an addition to our community center location. I make specialty breads, cookies, and other baked goods, and I have been trying to ﬁnd community support not only to produce but also to sell my baked goods with locally sourced additions such as lemon, ginger, vanilla, and other ﬂavorings. There are many challenges involved in packing up a booth setup, paying fees, and traveling to other neighborhoods just to sell what I make, so to have access to a commercial kitchen within 2 miles of my home is an amazing asset that will not only assist me in producing my baked goods, but help me to become a stronger contributor of a strengthened community. Due to the nature of our lives in Hawaiian Acres, there is a great deal of isolation. Many of us are very busy tending to our lives, and it can be diﬃcult to go all across the area just to acquire individual goods. Since we lost our community center building, there has been a signiﬁcant lack of unity and camaraderie within the neighborhood. When I ﬁrst moved here several years ago I looked forward to the weekly Community Market very much, not only for the social beneﬁts, but also to have access to locally produced fresh food. This is an agriculturally zoned neighborhood, and we have not had a centralized location to share each of our unique oﬀerings since the ﬁre that destroyed our community center building. Although we have had ﬁnancial support through insurance to rebuild, our community center building was very simple and did not even oﬀer a basic kitchen. The residents of Hawaiian Acres both need and deserve more access and availability of space, which will absolutely include many more residents with access to a commercial kitchen. The concept of having a community run and organized commercial kitchen has been met with great support from many food producers within the neighborhood already via social media, most notably that almost everyone in support simply needs an outlet space for both production and sales. Many residents already have oﬀerings, however due to the nature of our neighborhood organization, which is the single largest subdivision in America, it can be challenging traveling on so many unpaved roads for miles just to meet for an exchange. Because the location of our community center is right oﬀ of a paved road that can be accessed from town, this location that we propose for the commercial community kitchen is ideal to broaden community support and create a larger customer base. Further, the economic impacts of covid have been broad reaching, especially in regards to the cost of and access to food, especially locally produced goods. Import shipping alone rose from 3% to 18%, one year ago, which drove up the cost of absolutely everything at the bottom line. Because of the fact that Hawaii imports 90% of the food that is eaten here, and exports 90% of the food that is grown here, we are facing many larger challenges ahead when it comes to sourcing and providing food for our communities and families. This commercial kitchen space will help thousands of individuals just in our neighborhood to support each other on a much more local level, and in turn will help the greater community have access to locally produced food, as well as providing the opportunity for them to support local food producers. Every sustainability model that has been run about our long-term future includes the fact that we need to return to small-scale local agriculture production and sale, as the import and export of food is one of the largest driving factors of economic downfall. I genuinely look forward to rebuilding our community center area with the commercial kitchen in order to develop a greater sense of unity and equity among all. Everyone here has something unique and special to oﬀer, and as stated above, we not only need but deserve to be able to support ourselves locally, as neighbors, friends, and community members. The addition of an incubator-style commercial kitchen is exactly what Hawaiian Acres needs to begin a new era of thriving together, keeping our money, time, and connections locally based and close to home. Best, Joanna M. Haberman Owner, Global Integrative Technologies, LLC Kurtistown, HI Linda Brush Happy Gecko Farm 16-2157 Uau rd. Mountain View, HI 96771 808-747-1256 Happygeckofarm808@gmail.com May 12, 2024 To Whom It May Concern: I am writing this letter in support of Hawaiian Acres Community Association’s application for the County of Hawaiʻi’s State and Local Fiscal Recovery Funds Food Security and Agricultural Initiatives Program Grant. As a business owner and farmer in Lower Puna, this project would beneﬁt the community by providing a certiﬁed kitchen and educational programs to increase food security and self-suﬃciency. I worked part time as a tour driver for the cruise ships until march 2020 and didn’t go back to work for almost 2 years due to Covid-19. I also sold kombucha, plants and produce at the Hawaiian Acres Community Farmers Market until it shut down September 2022. The market was small but thriving, and I am part of a group working to reopen it. A certiﬁed kitchen located next to the farmers market will enhance/increase the income potential of this area which has an above-average number of impoverished households. I currently make several products that I share with friends, such as a turmeric, ginger, lemon juice and honey-fermented drink that I make exclusively from ingredients from my land. If I had access to a certiﬁed kitchen, I could research, develop and make more value-added products. I could upgrade my products with labels, work on marketing, and legally sell them to the public. A recent post about the kitchen on our community’s social media page has resulted in an outpouring of hopeful support. One longtime local resident points out that a certiﬁed kitchen has been the most requested improvement project for our community over many many years. Thank you for considering this grant for our community. Sincerely, Linda Brush dba Happy Gecko Farm Jane Brahm Dba Jane Brahm P .O. Box 403 Kurtistown, HI 96760 808-387-1150 janebrahmaloha@gmail.com May 14, 2024 To Whom It May Concern: I am writing this letter in support of Hawaiian Acres Community Association’s application for the County of Hawaiʻi’s State and Local Fiscal Recovery Funds Food Security and Agricultural Initiatives Program Grant. This grant would beneﬁt our area by providing a certiﬁed kitchen and educational programs to increase food security and self-suﬃciency in the Puna area. I moved to the Big Island in 2016 from Honolulu where I have lived since 1979. I was eager to do some farming on a small scale to grow some of my own food. I am a 71 year old semi-retired lady and I would go to the Hawaiian Acres Community Market where I met a lot of like minded people that were also interested in doing a bit of bartering. Eventually I would go as a vendor selling Mamaki Tea that I grow on my property. I also made natural medicinal balms to sell. I didn’t make a lot of money however, I did get to meet some amazing people and obtain healthy homegrown food. Then came COVID…..no market, no community, lots of scarcity and fear. I helped another neighbor, Shannon Matson with food distribution for the community in need. It was a dark time. And then…the community center burned down. I had a part time job that stopped during COVID. I have a small legal Airbnb on my property and guests stopped coming and my family on Oahu also were unable to visit as well. Many of my guests and my Oahu family and friends would go to the market to support our community when it was still in operation. The plans to rebuild and add a certiﬁed kitchen would help rebuild our community. Hawaiian Acres and the surrounding areas have many low-income Hawaiian people plus other local people. A recent post about the kitchen on our community’s social media page has resulted in an outpouring of support. A longtime local resident says that a certiﬁed kitchen has been the most requested improvement project for our community for many, many years. Mahalo nui for your time and consideration regarding this grant that would certainly kokua our community. Sincerely, Jane Brahm To whom it may concern: I got my GE License in 2019 and was getting ready to go to farmers markets and sell my produce when COVID happened. It caused a hardship on me because I had to wait til markets opened back up. At that time I had to use my savings to get by. When markets opened up I sold my produce at the Hawaiian Acres Market until they closed down in 2022. I have been anxiously awaiting for when they reopen because it was such an enjoyable market. I believe a commercial kitchen would greatly help the community advance their market when they do reopen by making it possible for more people to bring their products to market. Thank you, Kismene Raines dba Kismene Raines To Whom It May Concern, I am a 20 year farmer and I make value-added products using the fruits from our farm. Currently I can only sell these products myself at a market, and cannot sell them online, as they were not cooked in a certiﬁed kitchen. Please support the construction of a certiﬁed shared kitchen space in our community! Mahalo! Deborah Ward Laiku Farm Aloha, My name is Lisa Maria Martin, a resident in Volcano Hawaii for 5 years & business partner of Robuis LLC. I have been dba Lisa Maria Artista since 2012. I currently operate my business by vending at my local community center, Cooper Center, as well as on social media & online. We wanted to write in support of the Hawaiian Acres application for a certiﬁed kitchen grant. My husband and I are big supporters of the arts, including our great love for the culinary arts. Currently we sell NY Style bagels & various desserts each Sunday morning at the CC Farmers Market. We both personally understand the importance of learning to cook/bake and how one can both contribute to improve one's own life & the community by having access to a community kitchen. We have also raised 4 children together, teaching each of them the basics of cooking & baking. I can share that it has greatly enhanced my children's lives as they learned to navigate adulthood. It helps us all ﬁnancially, socially, with health & weight control, and best of all, enhances our self esteem. We love that it enabled us to become independent. We started our own food business during a time when my husband lost his job during the pandemic. It helped us stabilize our lives when he was not able to support us the way he traditionally did. It made it possible for us to continue living our lives without fear or worry for our future. We learned to cook years ago and now having a community commercial kitchen made it possible for us to live where we wish to stay. Having a space to educate residents on cooking & food habits in a location like Hawaiian Acres will not only help people gain independence by learning a much needed life skill, it will only open doors of many possibilities for the residents there & those in the surrounding community. I look forward to hearing how this project progresses! Please feel free to contact me with any questions you may have. With much support, Lisa Maria Martin Business Owner Cooper Center Council Member/Volunteer Coordinator 603-913-1992 lisamariaartista@gmail.com http://lisamariaartista.com Martha-Ann Aukai PO Box 201 Kurtistown, HI 96760 808-756-4896 daaukais@gmail.com May 16, 2024 To Whom It May Concern: I am writing this letter in support of Hawaiian Acres Community Association’s application for the County of Hawaiʻi’s State and Local Fiscal Recovery Funds Food Security and Agricultural Initiatives Program Grant. As a business owner and farmer in Lower Puna / East Hawai'i, this project would beneﬁt the community by providing a certiﬁed kitchen and educational programs to increase food security and self-suﬃciency. My husband lost his job due to COVID and was unable to get additional help through PUA due to ongoing fraud under his name and the requirements for calling in and being on hold to get assistance. During this time we reworked our business to include more food items such as fruits, vegetables, and livestock. We were able to sell our fruits and vegetables to a local market here in the Kurtistown area, have additional food to eat, and work on being a little more sustainable. Having a certiﬁed kitchen located next to the farmers market will enhance/increase the income potential, legalize production in a safe permitted facility especially for this area which has an above-average number of impoverished Hawaiian households. This would also allow us to be able to use our local food items to create additional items such as jams, jellies, breads, and other baked items to expand our business and possibly take it to the next level. Sincerely, Martha-Ann Aukai Mary Ewing dba: MaryMade Lower Puna, Hawaii To Whom it May Concern: My name is Mary. I have been in business for almost 9 years. I’m supporting Hawaiian Acres Community in choosing to apply for the certiﬁed kitchen grant for the Moho Road location. I was in business through the covid years. I have noticed that a lot of the small businesses, like mine, are supported mostly by other small business owners and tourists. With the shut down of businesses the only businesses allowed to stay open were big corporations. So a lot of money was taken out of communities and given to big businesses. The island being shut down and not letting anyone visit the Island aﬀected small businesses in a big way. When one business falls, sometimes we fall like dominos. Right now with the aftermath of all that and poor spending decisions of our leaders, we are forced with high inﬂation. I see people who visit markets now are more choosy about what they buy. The craft vendors are having a hard time. So a lot of food vendors are popping up, because food sells. So you see, I along with many people will beneﬁt with having this certiﬁed kitchen. Mahalo, Mary To whom it may CONCERN: My name is Michele MacDonald, and I am currently a member of the Hawaiian Acres Community Association board. I have lived in Hawaiian Acres since 1999 with 9 acres, and am still working to protect native forest lands. I have been farming protea, orchids, and vegetables for approximately 50 years now, and have extensive experience in both farming and managing agricultural land. The farmer’s market was the best place to shop for me as an elder of the community, especially in regards to having closer access to food where I can shop outside near my home. It has become more challenging for me to travel to town since the onset of Covid out of consideration for my health and age, and I have deﬁnitely been impacted negatively by losing our community center and farmers market to the ﬁre. I very much support the development and creation of a commercial kitchen incubator, which will provide a great many beneﬁts to the community at large, much more than we had previously. I see a new generation of food producers able to develop and sell their goods within the neighborhood, preserving the nature of our agricultural lands and processes. Based on my previous experience with farming, I know that this is an essential part of the community that requires full community support. Michele MacDonald To Whom It May Concern: This is a letter of support for the Hawaiian Acres Community Center (HACC) to obtain Grant funding for the construction of a certiﬁed Kitchen in the new HACC facility. As a Friday HACC market vendor for approximately 2 years (2018-2018) I had the opportunity to take part in the weekly activity of community members Gathering to sell their crafts and farm produce. When local musicians came to this weekly event with both visitors and local children coming to play and exchange books or clothing, it often took on a joyous atmosphere. As a regular vendor I rented space to conduct massage or reﬂexology sessions for community members. With the market closing due to COVID-19 epidemic I lost 25% of my business for the next 2 years.I am currently on the HACC vendors list to resume participation once the new facility opens. As a member of a multi-generational family with a small developing farm, we will be anxious to have an outlet for our cacao, tilapia, and excess hydroponic produce sales that would be able to meet Hawaii state health standards. Respectfully, Asenith D Mayberry MA. MAT Native Wellness LLC (Owner) GET ID# W14464965-01 Noah Hill 11-1770 Ahiukau St. Mountain View, HI 907-231-6174 noahhill257@gmail.com 5/16/2024 To Whom It May Concern: I am writing this letter in support of Hawaiian Acres Community Association’s application for the County of Hawaiʻi’s State and Local Fiscal Recovery Funds Food Security and Agricultural Initiatives Program Grant. As a young person and a developing farmer in Lower Puna / East Hawai'i, this project would beneﬁt the community by providing a certiﬁed kitchen and educational programs to increase food security and self-suﬃciency. I got out of high school just as covid started. I started learning how to grow food self-suﬃciency around then as well. Due to covid, I wasn't able to participate in learning programs or spend as much time on the farm as I would've liked to. Not only that but I wasn't able to start my own kombucha business very easily, and this has been a goal of mine. If our community had a kitchen we could all use, I believe it would be super helpful for youth that don't have resources or knowledge in creating homemade foods. Also, living in the Puna area, myself as well as friends are living oﬀ grid. Which means not having access to an oven or sterile running water, which are both so important. For myself I could ﬁnally begin my kombucha business, which would be amazing for my learning and self-development. I currently make kombucha for friends. If I had access to a certiﬁed kitchen, I could research, develop and make more value-added products. I could upgrade my products with labels, work on marketing, and legally sell them to the public. That would be so amazing!! A recent post about the kitchen on our community’s social media page has resulted in an outpouring of hopeful support. One longtime local resident points out that a certiﬁed kitchen has been the most requested improvement project for our community over many many years. This could truly create an impactful change for a great range of folks. Thank you for considering this grant for our community. Sincerely, Noah Devon Casey OneLoveHeals 16-566 Keaau Pahoa Rd 512-715-4325 OneLoveHealsHawaii@gmail.com 05/15/2024 To Whom It May Concern: I am writing this letter in support of the Hawaiian Acres Community Association’s application for the County of Hawaiʻi’s State and Local Fiscal Recovery Funds Food Security and Agricultural Initiatives Program Grant. As a business owner and farmer in Hawaiian Acres, this project would beneﬁt the community by providing a certiﬁed kitchen and educational programs to increase food security and self-suﬃciency. During Covid, I was unable to fully have our business operational as health practitioners, therapists and retreat facilitators. People were unable to travel and for the safety of our family and community, we stayed with social distancing and no contact to avoid the spread. Our business ﬁnancially suﬀered and we took on other multiple jobs. As part of our business, we support the advocacy of personal health and the health of our planet. We have been educating people on the beneﬁts of growing their own food with permaculture principles in addition to teaching people to learn juicing and healthy lifestyle changes through cooking and food choices. In addition, we have additional work as habilitation technicians and job coaches for our special needs population of Hawaii County. During Covid we remained active as essential healthcare workers, however, most places were closed leaving this population with minimal resources and social interaction to fulﬁll the goals of life skills and inclusion. Before Covid, I also facilitated a drop-in youth group through our upcoming nonproﬁt OneLoveHeals.Org once a month for the LGBTQ+ community of Hawaii County, which also had to be canceled. Many of the youth expressed the desire to have a resource of being able to cook together as a social activity and sell their items to raise funds for this program. A certiﬁed kitchen located next to the farmers market will increase the income potential for our community and youth coming of age wanting to learn cooking and farming skills in addition to enhancing connections and learning skills of an underserved community. As a job coach for special needs, and health advocate for all with our business OneLoveHeals, and my husband as a therapist in clinical psychology and integrative health, we are excited about the potential of a commercial kitchen to personally use for our business and hope to advocate to have other agencies and businesses in the area have access to this facility for learning skills in cooking and farming allowing more ﬁnancial opportunities for the Hawaiian Acres community which has an above average number of impoverished Hawaiian households. Thank you for considering this grant for our community. Sincerely, Devon Casey and Tom Kirkham Devon Casey LMT, CMLDT One Love Healing Center 512-715-4325(HEAL) OneLoveHeals.Com OneLoveHeals.Org May 15 th , 2024 To Whom It May Concern, Kate Palmer PhD, MA, CCP , CAS, CRC PO Box 322 Mountain View, Hawaii 96771 Katepalmer725@gmail.com I am writing this letter in support of the grant application for Hawaiian Acres Community Association’s Commercial Kitchen project. As a resident and property owner of Hawaiian Acres, I recognize the signiﬁcance of this much-needed project for our subdivision as well as neighboring communities in the Puna district. The location of this kitchen would meet the needs of our socioeconomically disadvantaged and COVID aﬀected families by increasing the ability of our community residents to engage in meaningful interactions through the farmers’ market and gardens, sustain small farm and agricultural businesses, maintain cultural practices, and participate in opportunities for educational programs and services including nutrition, food safety, and production. I moved to Hawaii full-time in 2019 in order to raise my family in a community that prides itself on taking care of its residents and where people assist their neighbors, family, friends, and others as part of their Ohana. One of the ways that the community does this is through improving food security by providing, packaging, and even delivering food and meals to our residents. Many of the people who have assisted our community in this way, especially during the pandemic, are those who are behind this potentially life-changing and community-changing kitchen project. Prior to my family’s move to Hawaii, I lived in New York and have worked in historically disadvantaged areas of the state providing education and programming to parents, caregivers, and children with autism and related disabilities. One of the greatest challenges in these areas is food insecurity due to a lack of access to fresh, safe, and nutritious products: a food-desert. I have found that we are in a similar situation in Hawaiian Acres; we have a lack of access and infrastructure due to the rural nature of our subdivision. This project will not only provide our residents of Hawaiian Acres and the larger Puna district community with safe and local food options, opportunities to increase the number of area businesses, and oﬀer educational programming, but it will also give us a chance to bring our greater community together to create that sense of Ohana that my family and I fell in love with. The outcome of this endeavor would beneﬁt residents of our community, but also bring a sense of pride island-wide. I graciously ask that you provide the grant for this transformative, momentous project. Thank you, Kate Palmer PhD, MA, CCP , CAS, CRC Sylvia Dolena Puna Rising Entrepreneur Hub Pele Lani Farm, LLC 16-1860 Opeapea Rd-7, Mountain View, HI 96771 808 982-6377 msylviadolena@gmail.com May 14, 2024 To Whom It May Concern: I am writing this letter in support of Hawaiian Acres Community Association’s application for the County of Hawaiʻi’s State and Local Fiscal Recovery Funds Food Security and Agricultural Initiatives Program Grant. In an underserved and economically depressed area (most of East Hawaii), a certiﬁed kitchen would not only provide a resource for food security, but also provide a resource for developing income streams for residents. As a business owner and farmer in Upper Puna / East Hawai'i, this project would beneﬁt the community by providing a certiﬁed kitchen and educational programs to increase food security and self-suﬃciency. With back-to-back disasters, the Kilauea eruption and COVID, many businesses were impacted including my farm and my workshop business. My scheduled workshops were canceled and/or postponed until the COVID restrictions were lifted, almost 2 years later. My farm was covered with lava and completely inaccessible. Now that Puna is in recovery mode, a commercial kitchen with the ability to provide local food products which could be sold at farmers’ markets, catered at diﬀerent venues including workshops, retreats, etc, would create jobs and livelihoods. A certiﬁed kitchen located next to the farmers market will enhance/increase the income potential, legalize production in a safe permitted facility especially for this area which has an above-average number of impoverished Hawaiian households. Currently I am growing Kalo and Ulu and If I had access to a certiﬁed kitchen, I could research, develop and make more value-added products. I could upgrade my products with labels, work on marketing, and legally sell them to the public. As Director of the Entrepreneur Hub, I strongly support entrepreneurship and methods to support our residents in creating livelihoods utilizing their produce and skills. A recent post about the kitchen on our community’s social media page has resulted in an outpouring of hopeful support. One longtime local resident points out that a certiﬁed kitchen has been the most requested improvement project for our community over many many years. Thank you for considering this grant for our community. Sincerely, Sylvia Dolena Owner, Pele Lani Farm LLC Owner, Winning Edge Women's Leadership Director, Puna Rising Entrepreneur Hub Co-founder, Aloha Animal Advocates, HI Domestic non-proﬁt Director, Malama O'Puna. 501c3 President, Aloha Lokahi Association, 501c3 President, Kulia I Ka Nu'u Outreach Services Vice President, Love Those Dog Paws, 501c3 Executive Coach, Hewlett-Packard Enterprises To Whom It May Concern, I hope this letter ﬁnds you in good health and spirits. I am writing to express my strong support for the proposed project to build a commercial kitchen for our community. The COVID-19 pandemic has brought unprecedented challenges to our lives, aﬀecting not only our health but also the social and economic fabric of our society. One of the most signiﬁcant impacts has been on food security and access to nutritious meals. The establishment of a community commercial kitchen is a step towards resilience and recovery. It will serve as a central facility where meals can be prepared and distributed to those in need, especially during times of crisis. The kitchen will also provide a space for local food entrepreneurs to start or expand their businesses, fostering economic growth and creating job opportunities. Moreover, the kitchen can host educational workshops on nutrition and cooking, empowering our community members with the knowledge to lead healthier lives. It will also encourage community engagement and provide a sense of belonging, as people come together to support one another. The pandemic has shown us the importance of community solidarity and preparedness. A commercial kitchen is not just an investment in infrastructure; it is an investment in our community’s future, health, and well-being. I urge you to consider the positive impact this project will have and lend your support to make it a reality. Together, we can build a stronger, more resilient community. Thank you for your time and consideration. Sincerely, Yuliya Lindsey Saloha Bakery - UKrainian Food Vendor Steven Ikaika Rodenhurst 16-1027 Moho Rd, Kurtistown, HI 96760 (808)203-7450 ikaika.rodenhurst@gmail.com May 15, 2024 To Whom It May Concern: I am writing this letter in support of Hawaiian Acres Community Association’s application for the County of Hawaiʻi’s State and Local Fiscal Recovery Funds Food Security and Agricultural Initiatives Program Grant. As a resident and high school football coach in Lower Puna / East Hawai'i, this project would beneﬁt the community by providing a certiﬁed kitchen that could be used to prepare food to raise funds for our local sports teams for anything from team travel to new equipment. During COVID, youth sports were severely impacted as teams were not allowed to or severely limited on play or travel. This robbed some players of the opportunity to play sports at the college level, and impacted younger athletes from developing skills for high school level competitions. Now that we are rebuilding our programs and competing with teams inter-island as well as in other states, it is important we raise funds so these kids can take advantage of available opportunities to compete and build their skills. Puna is asset limited, income constrained, and employed (ALICE), so it is very unlikely that families are able to ﬁnancially contribute to pay for travel and gear. A locally available certiﬁed kitchen would provide an amazing fundraising opportunity that does not rely on panhandling. Thank you for considering this grant for our community. Sincerely, Steven Ikaika Rodenhurst To Whom It May Concern, I am writing this letter in support of the Hawaiian Acres Community Association's request for a commercial kitchen installation. I personally would greatly beneﬁt from having access to an aﬀordable, conveniently located commercial kitchen here in Hawaiian Acres where I reside. Being a baker I have come across several establishments that want to carry my products in their storefronts, but I currently don't have access to a commercial kitchen and driving all the way into Hilo to rent space is not cost eﬀective for me. I can see countless future opportunities and beneﬁts with having a readily available commercial kitchen for rent as part of the community center for Hawaiian Acres community members. This would create a safe, clean place for community gatherings, meetings and events. I know there are many members who are passionate about food and have their own products that could ﬂourish if the community center was rebuilt with this asset in mind. Thank you for your time and consideration. Much Love & Aloha, ~Terra Carstensen dba Terra Bakes James Hoﬀman Wao Kele Farmstead P .O. Box 460 Keaau, HI 96749 (808)557-9904 5/15/2024 To Whom It May Concern: I am writing t his letter in support of Hawaiian Acres Community Association’s application for the County of Hawaiʻi’s State and Local Fiscal Recovery Funds Food Security and Agricultural Initiatives Program Grant. As a small farm we produce vegetables, jams and jellies. Like most, we were unable to attend markets during the COVID period and as a result had no outlet for any products. Lack of access to an aﬀordable commercial kitchen limited our sales to in-person farmer’s markets. Our jams, jellies and butters could not be sold into the commercial marketplace. We could sell our leafy vegetables only as a whole item, and were unable to oﬀer chopped salad mixes, pickled products, etc. Were we able to have an aﬀordable commercial kitchen in our immediate area, we would be able to greatly increase the amount and type of sustainably grown vegetables oﬀered to the community. Our aquaponics system would be better utilized and improve the availability of locally grown products in our community. Thank you for considering this grant for our community. Sincerely, James Hoﬀman Additional comments from the community: To Whom It May Concern, I am strong in favor that the community center in Hawaiian acres get rebuilt as I frequented the venue for several years and enjoyed all the plants and ventures visit as well as events they would host It is a crucial part of our community that we restore this valuable asset and encourage other vendors to come and participate as well as events. Please strongly consider that I represent a number of people that are in nearby Orchidland as well as Ainaloa and nearby Volcano! Mahalo for considering my request, feel free to contact me at any time!!! Sherri Carden 808 990 6838 I support the plan to construct a certiﬁed kitchen in a new Hawaiian Acres community center. I believe it will be a tremendous asset to our local community. Marian Fieldson Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/Attachment A Proposal Checklist.pdf Organization: RFP No: 4573 ATTACHMENT A 5.1 PROPOSAL APPLICATION CHECKLIST Applicant: RFP No.: 4573 The applicant’s proposal must contain the following components in the order shown below. Return this checklist to the purchasing agency as part of the Proposal Application. Item Reference in RFP Format/Instructions Provided Required by Purchasing Agency Applicant to place “X” for items included in Proposal General: Proposal Application Checklist Section 1, RFP Attachment A X Proposal Application Form Section 1, RFP Attachment B X Proposal Table of Contents Overview Experience and Capability Project Organization and Staff. Service or Project Delivery Budget and Financials Attachments Section 3, RFP Section 3, RFP X One Unredacted Electronic Copy of Proposal (PDF format) Section 1, RFP Section 1, RFP X One Redacted Electronic Copy of Proposal (PDF format) Section 1, RFP Section 1, RFP X Certifications: Federal Certifications Section 5, RFP Attachment F, App. I X Program Specific Requirements: N/A X X X X X X Puna Mākaukau Puna Mākaukau / Moho Certified Kitchen Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/Attachment B Proposal Application Form.pdf Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/Attachment C Table Of Contents.pdfAttachment C Table Of Contents - Google Docs Attachment C 5.3 Table of Contents 3.1.Overview ........................................................................... 1 a.Entity Description ............................................ .................. 1 b.Service or Project Overview ............................................. 1 3.2.Experience and Capability .............................................. 2 a. Qualifications / Experience .............................................. 2 b. Quality Assurance and Evaluation ................................... 3 3.3.Project Organization and Staffing .................................. 3 3.4. Project Delivery .............................................................. 5 See 5.0 below for attachments 3.5.Budget and Financials .................................................... 7 5.0.Attachments PROJECT DELIVERY i. Work Plan ii. Architecture/Engineering plans iii.Permits: NA iv.Business Plan v. Letters of support vi. Puna Mākaukau Documentation RFP REQUESTED ATTACHMENTS A. 5.1 Proposal Application Checklist B. 5.2 Proposal Application Form C. 5.3 Table of Contents D. 5.4 Line Item Budget E. Appendix I - Signed Contract Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/Attachment D Line Item Budget.pdfAttachment D- Line Item Budget.xlsx - Google Sheets 5.3 Attachment D: Line Item Budget County of Hawaiʻi Small Business Economic Recovery & Support Program Applicant Name: Puna Makaukau Project Name: _Moho Certified Kitchen____________________ Revenue TOTAL REVENUE $ 626,975 Expense TOTAL EXPENSE $ 626,975 NET $ - Community Resiliency Grants Program Request Amount $ 563,975 Organization Funds $ 63,000 Other Partner Funds* $ State Funds* $ Other Federal Funds* $ Salaries & Benefits $ 50,000 Services & Supplies $ 88,500 Contracts for Service Delivery* $ 385,500 Equipment Purchases* $ 102,975 Other Expenses* $ Other Partners: State Funding: Federal Funding: Contracts for Service Delivery Prefab 30'x70' commercial steel building Carport loading cover, design and build Architecture, drafting, and engineering interior design and build Equipment Purchases Gas Utilities and Building Security Interior furnishings and major kitchen appliances Classroom and Computer Lab Other Expenses * Please describe any of the following: Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/Attachment E Appendix I - Signed Contract.pdf Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/Moho Certified Kitchen Proposal.pdfProposal - Google Docs Puna Mākaukau RFP No: 4573 3.1.Overview a. Entity Description Hawaiian Acres was formed in 1958, the first of many speculative subdivisions created during a boom that lasted until 1975. The Hawaiian Acres Community Association (HACA) was founded in August 1961 to protect and promote the best interests of its property owners and residents, and to improve access to utilities within the unimproved subdivision of Hawaiian Acres. HACA strives to encourage a better community and civic spirit among—and to foster goodwill and friendship between—all residents of Hawaiian Acres. HACA cooperates with civic and public organizations for the general welfare of the people and environment of Hawai‘i. Puna Mākaukau is a tax-deductible 501(c)3 arm of the Fern Acres Community Association, and is eligible to receive ARPA funds, as defined by the U.S. Treasury. Its mission is to protect and promote the best interest of Fern Acres’s property owners and residents; to maintain and improve its roadways and utilities, and to foster good will and friendship between all residents. Puna Mākaukau has agreed to be our 501(c)3 Fiscal Sponsor. b. Service or Project Overview The SLFRF funds will be used to provide relief to households in Hawaiian Acres and adjacent communities that are experiencing negative economic impacts due to loss of sales and rising inflation as a result of COVID-19. The use of these funds are in compliance with SLFRF Guidelines, as stated on page 4342, paragraph 3 U.S. Department of the Treasury 31 CFR Part 35 Final Rule (2022 Final Rule), which states ”the interim final rule permitted recipients to presume that households that experienced unemployment, increased food or housing insecurity, or are low- or moderate-income experienced a negative economic impact from the pandemic. The interim final rule also permitted recipients to presume that certain services provided in Qualified Census Tracts (QCTs), to individuals living in QCTs.” ( https://www.govinfo.gov/content/ pkg/FR-2022-01-27/pdf/202 2-00292.pdf ) POVERTY STATUS AND EMPLOYMENT IN SELECT PUNA COMMUNITIES 2022 U.S. Census Bureau. "Poverty Status in the Past 12 Months." American Community Survey, ACS 5-Year Estimates Subject Tables, Table S1701 , 2022, https://data.census.gov/table/ACSST5Y2022.S1701?t=Income and Poverty:Poverty&g=160XX00US1501085, 1507542,1512450,1512600,1532900,1542800,1553300,1558775,15599 00&moe=false. Accessed on May 11, 2024 1 Puna Mākaukau RFP No: 4573 Hawaiian Acres is an agricultural subdivision straddling upper and lower Puna, composed of 4,008 (mostly) three-acre lots with 3,426 residents (2020 U.S. Census). It is the largest subdivision in the United States; and like the rest of Puna, it is home to many low income households in need of supplemental food aid. Located in Census Tract number 201.16, Hawaiian Acres is adjacent to Mountain View and Kurtistown, and to the communities of Fern Acres, Orchidland Estates and Ainaloa, which includes the QCT number 210.03. Rural communities, such as Puna, are particularly vulnerable to interruptions in the supply chain during natural disasters and emergencies. Many residents of lower Puna are continuing to be impacted by COVID-19-driven inflation and loss of health, jobs and income. The rising cost of food is especially onerous, and a sad irony for those of us living on arable land. HACA and Puna Mākaukau are excited for the opportunity to collaborate on a long-hoped-for certified kitchen that will benefit the residents of Hawaiian Acres and our neighbors. This project will result in the establishment of an incubator-test kitchen that will serve a broad range of users. In order to accomplish this, we will identify stakeholders, potential partners and sponsors. Throughout the project, we will engage the community through PSAs, contests, surveys, tabling, fundraising, and stakeholder meetings. For expertise, we will hire a kitchen/business consultant, an architect, licensed carpenters, plumbers, electricians, and other specialists as needed. Patti Pinto, Puna Mākaukau’s representative, will serve as our Fiscal Sponsor and will keep track of funds and expenditures. We will make site visits to certified kitchens and business incubators on Hawai‘i Island before final plans are submitted for a permit from the County of Hawai‘i. Construction of the exterior and interior of the facility will be completed by September 30, 2026. During the period of construction, we will finalize our business plan for the kitchen, identify potential renters, draft rental agreements, create sign-in/out sheets, and write training materials. Our Work Plan (Attachment 5.0.i), provides a detailed timeline on how this project will be completed by September 30, 2026, with all payouts completed by August 31, 2026. 3.2.Experience and Capability a. Qualifications / Experience The Hawaiian Acres Community Association (HACA) has operated continuously since 1961. It owns and operates the HA Community Center, located on the corner of Moho and Po‘ola Roads. Moho Road is a paved county road that many drivers use as an alternate route to Ainaloa, Orchidland and Paradise Park Subdivisions. For years, the center hosted a weekly farmers market (one of the few on this island with a compliant Special Permit) until the demise of its catchment in 2022. Almost six months later, the community center itself burned down. Happily, it is now on track to be rebuilt, and a new catchment is already in place. HACA—in addition to comprising homeowners who designed and built their own permitted houses—has access to a network of qualified contractors, laborers, and builders who are also Hawaiian Acres residents. With the experience of the current rebuilding of the community center under its belt, HACA is well-seasoned and prepared to take on the realization of this long-anticipated community centerpiece. HACA is already partnered with Vibrant Hawai‘i which can provide further community-based networking and support opportunities, and we plan to develop partnerships through Puna Mākaukau’s fiscal sponsorship and experience. We will also learn more about operations from Hilo Food Hub, a supported Ko‘ola Farm project, and reach out to the University of Hawai‘i and 2 Puna Mākaukau RFP No: 4573 groups with similar projects around the state for their expertise. We will crowdfund for discrete expenses, and seek out professional grant writers to assist us in applying to foundations for additional funding. b. Quality Assurance and Evaluation We are in the initial phases of identifying the farmers, value-added producers, and food related businesses that will benefit from this project, many of whom have written letters of support, (see Attachment 5.0.iv). A recent straw poll on the Hawaiian Acres Facebook group indicated that people all over Puna are incredibly hungry for this project, as the nearest rentable commercial kitchens are at least 30 minutes away in Volcano Village and Hilo. With the skyrocketing price of gasoline, working closer to home will be good for everyone’s pocketbook and better for the environment. In order to keep track of those benefiting from the certified kitchen, we will maintain a contact list of qualifying clients. Our Moho Kitchen Project Team will be regularly engaging with stakeholders and those who utilize this space to receive feedback on how this space serves their needs. This will be in the form of anonymous polling, as well as an exit survey to get their thoughts on what works well and what doesn't, and what improvements or additions they might want to see in the future. Paying members will be able to vote on key decisions such as new equipment purchases. Stakeholder meetings and potlucks will also provide opportunities for members to discuss ways the kitchen could further benefit their businesses. By regularly dialoguing with community members to make sure this project is meeting their needs and expectations, we are creating a culture of engagement that will foster more participation and satisfaction among those who use this facility. Long-term, we will be expecting this kitchen to sustain itself on volunteer hours, income from user fees and Hawaiian Acres Community Association Fees, market vendor fees, fundraisers (such as annual bake sales), franchises, and additional funding from: Federal, State Grant-In-Aid, and/or County WaiWai Grant programs. 3.3.Project Organization and Staffing This project will require collaboration and coordination between the Fiscal Sponsor, the Project Manager, Kitchen/Business Consultant, Designers, Architects, Engineers, Heavy Equipment Operators, Contract Laborers, and County Officials. Wherever possible we will provide volunteers with opportunities to pitch in and help with projects such as painting, spreading gravel, and installing fencing. The Fiscal Sponsor, Patti Pinto of Puna Mākaukau, will be the first line of defense and responsible for ensuring the SLFRF award funds are not used for ineligible purposes, and that there is no fraud, waste, or abuse associated with the expenditure of SLFRF funds. Although swift and effective implementation of this project is vital to meeting the needs of the community, the Fiscal Sponsor will maintain a robust documentation and compliance regime, while also maintaining transparency. The Fiscal Sponsor will maintain a conflict of interest policy that adheres to 2 CFR 200.318 and 2 CFR.200.112. All hiring will comply with HRS 103-55 for wages, hours, and working conditions of employees of contractors performing services. The Management Team The Management Team will include members from the HACA Board, the HACA Community Market Committee, Puna Mākaukau, and the HACA Certified Kitchen Committee. These 3 Puna Mākaukau RFP No: 4573 members will help ensure that the project meets all of the permitting requirements and assist with forming partnerships and procuring additional funding. Fiscal Sponsor: Patti Pinto Patti Pinto, with Puna Mākaukau, will serve as our Fiscal Sponsor, and per SLFRF Guidelines, will be responsible for the obligation of funds and providing the quarterly Project and Expenditure Reports. The Fiscal Sponsor will submit a Certificate of Insurance and ensure Workman’s Compensation Insurance is in place to meet the requirements for SLFRF funds. Prior to joining the County, Patti served on the Puna Community Development Plan Action Committee, and the Mayor’s Puna Roads Connectivity Committee. Additionally, she held the position of Hawaii County CERT coordinator until two years ago; she remains an active member of her local Community Emergency Response Team. She has lived in Upper Puna for seventeen years and has served on her Community Association Board for fifteen years. She is also part of the County of Hawai‘i Kilauea Recovery Team working on several projects to help Puna residents who were impacted by the 2018 Kilauea eruption. In her role as coordinator of the Kilauea Recovery Grant program, she has overseen the distribution of nearly seven million dollars across thirty-four grantees. She strongly believes that we can work together to grow the strength and resilience of our subdivision communities, build networks, create resources, and amplify the voices of those who call Puna home. Project Manager: TBD We will fill this position with an applicant who preferably has experience in commercial kitchen construction and project management. The ideal candidate will also have excellent organizational and (oral and written) communication skills. The HACA Certified Kitchen Committee’s selection panel will make the final decision. The Project Manager will work with the HACA Certified Kitchen Committee; s/he will also work closely with the Fiscal Sponsor to ensure that the expenditure of funds complies with all SLFRF Guidelines. The Project Manager will also be charged with: monitoring contracts, scheduling construction work and deliveries, and applying for required building and safety permits; tracking and recording volunteer hours, and in-kind donations and their values. Onsite presence will be required for critical work, including: lumber deliveries; initial grading of site; meeting construction contractors, electricians, plumbers, and inspectors. S/he will be well-versed in workplace safety and will issue warnings or terminate contracts for violations. Hawaiian Acres Community Association: Board The HACA board will prepare a list of contractors, laborers, and builders with verified expertise in the development of properties and structures, based on working relationships built during the execution of past HACA projects. Hawaiian Acres Community Market Committee The Hawaiian Acres Community Market Committee includes HACA board members and other members in good standing; it manages the Hawaiian Acres Community Farmers Market, which was formally established by the County of Hawai’i Windward Planning Commission on 9/14/2014 (Special Permit No. 845). The Market Committee provided the current impetus for the certified kitchen project, which has spun off into its own committee. The Market Committee’s co-chairs will regularly liaise with the HACA Board and the Certified Kitchen Committee. The Community Market Committee is seeking to establish a 501(c)3 entity that can apply for and accept funds from government grants, private donors and foundations on behalf of the kitchen. 4 Puna Mākaukau RFP No: 4573 Hawaiian Acres Certified Kitchen Committee: Project Oversight Committee The Certified Kitchen Committee includes HACA members in good standing; it oversees fundraising, design and construction of the certified kitchen. It will designate a selection committee—which will include the Fiscal Sponsor, the Project Manager and members of the Community Market Committee—with final approval for hiring consultants, excavators, contractors, electricians, plumbers, and installers. It will create RFPs and review bids. The Certified Kitchen committee will oversee matters related to this grant, and will liaise primarily with the Project Manager (once chosen), the Community Market Committee, and intended beneficiaries of the kitchen. When the kitchen is completed, the Certified Kitchen Committee will be charged with selecting the operations staff. All hiring will comply with HRS 103-55 for wages, hours, and working conditions of employees of contractors performing services. In addition, the HA Certified Kitchen Committee will: ● approve a detailed management structure that will include roles and responsibilities of kitchen staff as well as key positions on the committee. ● visit existing incubator facilities at Cooper Center, Hilo Food Hub, and Hāmākua ● join relevant networks and participate in collaboration opportunities ● explore additional fundraising opportunities ● approve and update training and safety materials for the kitchen and classroom Currently, two committee members have food industry experience of particular relevance: R.Garimo Pape: Project Lead, Hawaiian Acres Community Farmers Market co-director Garimo is creator of the legendary UP N’ ATOM brand chai; its eventual success throughout the Pacific west coast enabled him to build his own state-certified commercial kitchen in Santa Cruz. As head importer, spice-chopper, and marketer, Garimo has worn many hats. His love of open-air markets began in his teens, when he became a craft vendor at a still nascent Eugene Saturday Market. He sold organic handmade soap at the Santa Cruz Community Farmers’ Market for many years before moving to Hawaiian Acres. He’s still cleaning it up at the local markets and through online sales, and conducts hands-on soap making workshops. Joanna Haberman: Committee Member, Grant Writer Joanna is a Certified Holistic Health Coach, trained by the Institute for Integrative Nutrition in New York City. Her study and practice focuses on healthy food from farm to plate. She taught at and managed Wild Thyme Cooking School (now La Bonne Vie) in Lexington, KY, and has held management positions in both the cafe and catering industries. Her keen passion for supporting community food producers led her to join this project. She has spent the past 25 years writing about and working with communities and leaders to promote agricultural support initiatives in several states, including Kentucky, Tennessee, and North Carolina. 3.4. Project Delivery The proposed ADA-compliant facility (Attachment 5.0.ii) will provide a certified cooking space, food packaging and labeling areas, value-added food processing activities (canning, preserving, preparing grab-n-go meals), and a classroom for training (e.g., acquiring general excise tax licenses, food handling and labeling requirements, nutrition, etc.). An attached 16’x40’ covered loading area will provide outdoor seating for meals and pop-up restaurants, or function as an 5 Puna Mākaukau RFP No: 4573 alternate space for workshops. By empowering new and aspiring farmers, ranchers, aquaculturists, chefs, and food entrepreneurs in health requirements, labeling, marketing, and business management, we are creating new ways to feed our community. Project beneficiaries are all residents in and around Upper Puna who wish to create value-added products in a certified kitchen supported by trained staff. All who participate will immediately benefit from a reduction in time and expense for travel to use similar facilities; they will also help increase food security in their neighborhoods, and learn steps to become more professional and self-sufficient in their business. Our aim is to foster community pride, goodwill and prosperity. The excitement over this project is palpable, as demonstrated in our collected letters of support (Attachment 5.0.iv). We believe we can sustain this level of engagement beyond simply the creation of the kitchen by reopening our farmer’s market, and hosting workshops and special events. Through a campaign of polls, surveys, and interviews with our renters, students and staff, we’ll track the jobs created, the increase in sales and income of kitchen clients, as well as our impact score within the community. In order to complete this project within the proposed timeline (Attachment 5.0.i), we will hire a Project Manager to coordinate with the Fiscal Sponsor to oversee the day-to-day operations, communicate with the HACA Kitchen Committee and HACA Board, write RFPs, schedule with contractors, apply for required permits, and be on-site as needed. This includes completing the construction of the Moho Kitchen by August 31, 2026. Much of the work for preparing the site and constructing the kitchen will need to be completed by licensed contractors. Hiring from within our community will create more local jobs and keep the money closer to home. Whenever possible, we will use in-kind donations and licensed volunteer labor to complete tasks such as grading, spreading gravel, and painting the structure. A final design plan for the certified kitchen will be drafted by licensed architects and engineers based on feedback from the community as well as professional consultation with commercial kitchen experts. These plans will be submitted to the County of Hawai‘i Building Department and the Department of Health for approval and permits. Upon approval and permitting of plans, grading and construction will be done by licensed professionals. A separate potable water tank will be installed to store deliveries that meet federal criteria as specified in 40 CFR 141, entitled “National primary drinking water regulations”. All of the construction work is projected to be completed by March 2026, which will give us an additional five months of time during the grant award usage timeline to account for any delays as well as complete the interior of the kitchen. We will obtain all required permits, including the following: all Planning and Building Permits, a Wastewater Permit, and a Food Establishment Permit from DOH. Other permits that will be required to operate the business include the Food Protection Manager’s Certificate for the Kitchen Manager, and all users of the kitchen will be required to stay up-to-date with their Food Handlers Permits in order to use the facilities. Attachment 5.0.iii provides a business plan that includes a detailed list of projected income sources and expenses, a complete list of staff descriptions, and an explanation of our demographics research strategy. Additionally, we have described how our business will benefit the Upper Puna community moving forward after construction. 6 Puna Mākaukau RFP No: 4573 3.5.Budget and Financials Total cost of project: $626,975 The funds will be used for a “Certified Kitchen Infrastructure.” We are applying for Level II funding for the amount of $563,975. In less than two weeks, we have gathered more than 20 letters of support (Attachment 5.0.iv) from agricultural producers, value-added producers, and food related businesses that have been negatively impacted by loss of sales and/or rising costs due to COVID-19. The Hawaiian Acres Community Association has funds in excess of $63,000 available. Puna Mākaukau is a non-profit, 501(c)3, and is authorized to receive funds, under section 602(c)(3) of the Social Security Act and agrees to comply with the SLFRF Award Terms and Conditions of the grant. The Fiscal and Project Managers will coordinate with each other to ensure that all funds are obligated by December 31, 2024 and spent by August 31, 2026. All evaluation and reporting will comply with SLFRF guidelines ( State and Local Fiscal Recovery Fund Compliance and Reporting Guidance 6.0 (treasury.gov) ). Project and Expenditure reports that adhere to the SLFRF guidelines and regulations as outlined by the U.S. Department of the Treasury will be submitted quarterly. The Fiscal Sponsor and Project Manager will ensure that all funds are spent in strict compliance with eligible uses under SLFRF. Accurate financial records will be maintained by the Fiscal Sponsor. The Project Manager will periodically report on project progress and outcomes. The County of Hawaiʻi will provide oversight and support to ensure projects meet these compliance requirements. The line item budget in Attachment D is a summary of the revenue and expenditures for the project; more details on the expenditures are provided in the Work Plan (Attachment 5.0.i). SRFLF Budget Expense Category Compliances/Justifications Salaries and Benefits This category directly supports individuals in our community whose income was negatively impacted by the pandemic through the creation of paid positions; additionally, we expect to see emotional and physical health benefits through their community involvement. Services and Supplies This category improves public health by providing the foundation for access to a culinary hub and fresh locally-grown and produced foods, which improves the negative impact of the pandemic on health and wellness. Contracts for Service Delivery This category supports local businesses in our community that have been negatively impacted by the pandemic economically through the creation and implementation of these contracts. Equipment Purchases This category improves public health, comprising the tangible components of a culinary hub creating fresh locally produced foods for a community, which improves the negative impact of the pandemic on health and wellness by increasing local food security. 7 Bid Zip RFP #4573/Garimo's Real Soap Studio_1038592/Moho Certified Kitchen Proposal Redacted.pdfProposal - Google Docs Puna Mākaukau RFP No: 4573 3.1.Overview a. Entity Description Hawaiian Acres was formed in 1958, the first of many speculative subdivisions created during a boom that lasted until 1975. The Hawaiian Acres Community Association (HACA) was founded in August 1961 to protect and promote the best interests of its property owners and residents, and to improve access to utilities within the unimproved subdivision of Hawaiian Acres. HACA strives to encourage a better community and civic spirit among—and to foster goodwill and friendship between—all residents of Hawaiian Acres. HACA cooperates with civic and public organizations for the general welfare of the people and environment of Hawai‘i. Puna Mākaukau is a tax-deductible 501(c)3 arm of the Fern Acres Community Association, and is eligible to receive ARPA funds, as defined by the U.S. Treasury. Its mission is to protect and promote the best interest of Fern Acres’s property owners and residents; to maintain and improve its roadways and utilities, and to foster good will and friendship between all residents. Puna Mākaukau has agreed to be our 501(c)3 Fiscal Sponsor. b. Service or Project Overview The SLFRF funds will be used to provide relief to households in Hawaiian Acres and adjacent communities that are experiencing negative economic impacts due to loss of sales and rising inflation as a result of COVID-19. The use of these funds are in compliance with SLFRF Guidelines, as stated on page 4342, paragraph 3 U.S. Department of the Treasury 31 CFR Part 35 Final Rule (2022 Final Rule), which states ”the interim final rule permitted recipients to presume that households that experienced unemployment, increased food or housing insecurity, or are low- or moderate-income experienced a negative economic impact from the pandemic. The interim final rule also permitted recipients to presume that certain services provided in Qualified Census Tracts (QCTs), to individuals living in QCTs.” ( https://www.govinfo.gov/content/ pkg/FR-2022-01-27/pdf/202 2-00292.pdf ) POVERTY STATUS AND EMPLOYMENT IN SELECT PUNA COMMUNITIES 2022 U.S. Census Bureau. "Poverty Status in the Past 12 Months." American Community Survey, ACS 5-Year Estimates Subject Tables, Table S1701 , 2022, https://data.census.gov/table/ACSST5Y2022.S1701?t=Income and Poverty:Poverty&g=160XX00US1501085, 1507542,1512450,1512600,1532900,1542800,1553300,1558775,15599 00&moe=false. Accessed on May 11, 2024 1 Puna Mākaukau RFP No: 4573 Hawaiian Acres is an agricultural subdivision straddling upper and lower Puna, composed of 4,008 (mostly) three-acre lots with 3,426 residents (2020 U.S. Census). It is the largest subdivision in the United States; and like the rest of Puna, it is home to many low income households in need of supplemental food aid. Located in Census Tract number 201.16, Hawaiian Acres is adjacent to Mountain View and Kurtistown, and to the communities of Fern Acres, Orchidland Estates and Ainaloa, which includes the QCT number 210.03. Rural communities, such as Puna, are particularly vulnerable to interruptions in the supply chain during natural disasters and emergencies. Many residents of lower Puna are continuing to be impacted by COVID-19-driven inflation and loss of health, jobs and income. The rising cost of food is especially onerous, and a sad irony for those of us living on arable land. HACA and Puna Mākaukau are excited for the opportunity to collaborate on a long-hoped-for certified kitchen that will benefit the residents of Hawaiian Acres and our neighbors. This project will result in the establishment of an incubator-test kitchen that will serve a broad range of users. In order to accomplish this, we will identify stakeholders, potential partners and sponsors. Throughout the project, we will engage the community through PSAs, contests, surveys, tabling, fundraising, and stakeholder meetings. For expertise, we will hire a kitchen/business consultant, an architect, licensed carpenters, plumbers, electricians, and other specialists as needed. Patti Pinto, Puna Mākaukau’s representative, will serve as our Fiscal Sponsor and will keep track of funds and expenditures. We will make site visits to certified kitchens and business incubators on Hawai‘i Island before final plans are submitted for a permit from the County of Hawai‘i. Construction of the exterior and interior of the facility will be completed by September 30, 2026. During the period of construction, we will finalize our business plan for the kitchen, identify potential renters, draft rental agreements, create sign-in/out sheets, and write training materials. Our Work Plan (Attachment 5.0.i), provides a detailed timeline on how this project will be completed by September 30, 2026, with all payouts completed by August 31, 2026. 3.2.Experience and Capability a. Qualifications / Experience The Hawaiian Acres Community Association (HACA) has operated continuously since 1961. It owns and operates the HA Community Center, located on the corner of Moho and Po‘ola Roads. Moho Road is a paved county road that many drivers use as an alternate route to Ainaloa, Orchidland and Paradise Park Subdivisions. For years, the center hosted a weekly farmers market (one of the few on this island with a compliant Special Permit) until the demise of its catchment in 2022. Almost six months later, the community center itself burned down. Happily, it is now on track to be rebuilt, and a new catchment is already in place. HACA—in addition to comprising homeowners who designed and built their own permitted houses—has access to a network of qualified contractors, laborers, and builders who are also Hawaiian Acres residents. With the experience of the current rebuilding of the community center under its belt, HACA is well-seasoned and prepared to take on the realization of this long-anticipated community centerpiece. HACA is already partnered with Vibrant Hawai‘i which can provide further community-based networking and support opportunities, and we plan to develop partnerships through Puna Mākaukau’s fiscal sponsorship and experience. We will also learn more about operations from Hilo Food Hub, a supported Ko‘ola Farm project, and reach out to the University of Hawai‘i and 2 Puna Mākaukau RFP No: 4573 groups with similar projects around the state for their expertise. We will crowdfund for discrete expenses, and seek out professional grant writers to assist us in applying to foundations for additional funding. b. Quality Assurance and Evaluation We are in the initial phases of identifying the farmers, value-added producers, and food related businesses that will benefit from this project, many of whom have written letters of support, (see Attachment 5.0.iv). A recent straw poll on the Hawaiian Acres Facebook group indicated that people all over Puna are incredibly hungry for this project, as the nearest rentable commercial kitchens are at least 30 minutes away in Volcano Village and Hilo. With the skyrocketing price of gasoline, working closer to home will be good for everyone’s pocketbook and better for the environment. In order to keep track of those benefiting from the certified kitchen, we will maintain a contact list of qualifying clients. Our Moho Kitchen Project Team will be regularly engaging with stakeholders and those who utilize this space to receive feedback on how this space serves their needs. This will be in the form of anonymous polling, as well as an exit survey to get their thoughts on what works well and what doesn't, and what improvements or additions they might want to see in the future. Paying members will be able to vote on key decisions such as new equipment purchases. Stakeholder meetings and potlucks will also provide opportunities for members to discuss ways the kitchen could further benefit their businesses. By regularly dialoguing with community members to make sure this project is meeting their needs and expectations, we are creating a culture of engagement that will foster more participation and satisfaction among those who use this facility. Long-term, we will be expecting this kitchen to sustain itself on volunteer hours, income from user fees and Hawaiian Acres Community Association Fees, market vendor fees, fundraisers (such as annual bake sales), franchises, and additional funding from: Federal, State Grant-In-Aid, and/or County WaiWai Grant programs. 3.3.Project Organization and Staffing This project will require collaboration and coordination between the Fiscal Sponsor, the Project Manager, Kitchen/Business Consultant, Designers, Architects, Engineers, Heavy Equipment Operators, Contract Laborers, and County Officials. Wherever possible we will provide volunteers with opportunities to pitch in and help with projects such as painting, spreading gravel, and installing fencing. The Fiscal Sponsor, Patti Pinto of Puna Mākaukau, will be the first line of defense and responsible for ensuring the SLFRF award funds are not used for ineligible purposes, and that there is no fraud, waste, or abuse associated with the expenditure of SLFRF funds. Although swift and effective implementation of this project is vital to meeting the needs of the community, the Fiscal Sponsor will maintain a robust documentation and compliance regime, while also maintaining transparency. The Fiscal Sponsor will maintain a conflict of interest policy that adheres to 2 CFR 200.318 and 2 CFR.200.112. All hiring will comply with HRS 103-55 for wages, hours, and working conditions of employees of contractors performing services. The Management Team The Management Team will include members from the HACA Board, the HACA Community Market Committee, Puna Mākaukau, and the HACA Certified Kitchen Committee. These 3 Puna Mākaukau RFP No: 4573 members will help ensure that the project meets all of the permitting requirements and assist with forming partnerships and procuring additional funding. Fiscal Sponsor: Patti Pinto Patti Pinto, with Puna Mākaukau, will serve as our Fiscal Sponsor, and per SLFRF Guidelines, will be responsible for the obligation of funds and providing the quarterly Project and Expenditure Reports. The Fiscal Sponsor will submit a Certificate of Insurance and ensure Workman’s Compensation Insurance is in place to meet the requirements for SLFRF funds. Prior to joining the County, Patti served on the Puna Community Development Plan Action Committee, and the Mayor’s Puna Roads Connectivity Committee. Additionally, she held the position of Hawaii County CERT coordinator until two years ago; she remains an active member of her local Community Emergency Response Team. She has lived in Upper Puna for seventeen years and has served on her Community Association Board for fifteen years. She is also part of the County of Hawai‘i Kilauea Recovery Team working on several projects to help Puna residents who were impacted by the 2018 Kilauea eruption. In her role as coordinator of the Kilauea Recovery Grant program, she has overseen the distribution of nearly seven million dollars across thirty-four grantees. She strongly believes that we can work together to grow the strength and resilience of our subdivision communities, build networks, create resources, and amplify the voices of those who call Puna home. Project Manager: TBD We will fill this position with an applicant who preferably has experience in commercial kitchen construction and project management. The ideal candidate will also have excellent organizational and (oral and written) communication skills. The HACA Certified Kitchen Committee’s selection panel will make the final decision. The Project Manager will work with the HACA Certified Kitchen Committee; s/he will also work closely with the Fiscal Sponsor to ensure that the expenditure of funds complies with all SLFRF Guidelines. The Project Manager will also be charged with: monitoring contracts, scheduling construction work and deliveries, and applying for required building and safety permits; tracking and recording volunteer hours, and in-kind donations and their values. Onsite presence will be required for critical work, including: lumber deliveries; initial grading of site; meeting construction contractors, electricians, plumbers, and inspectors. S/he will be well-versed in workplace safety and will issue warnings or terminate contracts for violations. Hawaiian Acres Community Association: Board The HACA board will prepare a list of contractors, laborers, and builders with verified expertise in the development of properties and structures, based on working relationships built during the execution of past HACA projects. Hawaiian Acres Community Market Committee The Hawaiian Acres Community Market Committee includes HACA board members and other members in good standing; it manages the Hawaiian Acres Community Farmers Market, which was formally established by the County of Hawai’i Windward Planning Commission on 9/14/2014 (Special Permit No. 845). The Market Committee provided the current impetus for the certified kitchen project, which has spun off into its own committee. The Market Committee’s co-chairs will regularly liaise with the HACA Board and the Certified Kitchen Committee. The Community Market Committee is seeking to establish a 501(c)3 entity that can apply for and accept funds from government grants, private donors and foundations on behalf of the kitchen. 4 Puna Mākaukau RFP No: 4573 Hawaiian Acres Certified Kitchen Committee: Project Oversight Committee The Certified Kitchen Committee includes HACA members in good standing; it oversees fundraising, design and construction of the certified kitchen. It will designate a selection committee—which will include the Fiscal Sponsor, the Project Manager and members of the Community Market Committee—with final approval for hiring consultants, excavators, contractors, electricians, plumbers, and installers. It will create RFPs and review bids. The Certified Kitchen committee will oversee matters related to this grant, and will liaise primarily with the Project Manager (once chosen), the Community Market Committee, and intended beneficiaries of the kitchen. When the kitchen is completed, the Certified Kitchen Committee will be charged with selecting the operations staff. All hiring will comply with HRS 103-55 for wages, hours, and working conditions of employees of contractors performing services. In addition, the HA Certified Kitchen Committee will: ● approve a detailed management structure that will include roles and responsibilities of kitchen staff as well as key positions on the committee. ● visit existing incubator facilities at Cooper Center, Hilo Food Hub, and Hāmākua ● join relevant networks and participate in collaboration opportunities ● explore additional fundraising opportunities ● approve and update training and safety materials for the kitchen and classroom Currently, two committee members have food industry experience of particular relevance: R.Garimo Pape: Project Lead, Hawaiian Acres Community Farmers Market co-director Garimo is creator of the legendary UP N’ ATOM brand chai; its eventual success throughout the Pacific west coast enabled him to build his own state-certified commercial kitchen in Santa Cruz. As head importer, spice-chopper, and marketer, Garimo has worn many hats. His love of open-air markets began in his teens, when he became a craft vendor at a still nascent Eugene Saturday Market. He sold organic handmade soap at the Santa Cruz Community Farmers’ Market for many years before moving to Hawaiian Acres. He’s still cleaning it up at the local markets and through online sales, and conducts hands-on soap making workshops. Joanna Haberman: Committee Member, Grant Writer Joanna is a Certified Holistic Health Coach, trained by the Institute for Integrative Nutrition in New York City. Her study and practice focuses on healthy food from farm to plate. She taught at and managed Wild Thyme Cooking School (now La Bonne Vie) in Lexington, KY, and has held management positions in both the cafe and catering industries. Her keen passion for supporting community food producers led her to join this project. She has spent the past 25 years writing about and working with communities and leaders to promote agricultural support initiatives in several states, including Kentucky, Tennessee, and North Carolina. 3.4. Project Delivery The proposed ADA-compliant facility (Attachment 5.0.ii) will provide a certified cooking space, food packaging and labeling areas, value-added food processing activities (canning, preserving, preparing grab-n-go meals), and a classroom for training (e.g., acquiring general excise tax licenses, food handling and labeling requirements, nutrition, etc.). An attached 16’x40’ covered loading area will provide outdoor seating for meals and pop-up restaurants, or function as an 5 Puna Mākaukau RFP No: 4573 alternate space for workshops. By empowering new and aspiring farmers, ranchers, aquaculturists, chefs, and food entrepreneurs in health requirements, labeling, marketing, and business management, we are creating new ways to feed our community. Project beneficiaries are all residents in and around Upper Puna who wish to create value-added products in a certified kitchen supported by trained staff. All who participate will immediately benefit from a reduction in time and expense for travel to use similar facilities; they will also help increase food security in their neighborhoods, and learn steps to become more professional and self-sufficient in their business. Our aim is to foster community pride, goodwill and prosperity. The excitement over this project is palpable, as demonstrated in our collected letters of support (Attachment 5.0.iv). We believe we can sustain this level of engagement beyond simply the creation of the kitchen by reopening our farmer’s market, and hosting workshops and special events. Through a campaign of polls, surveys, and interviews with our renters, students and staff, we’ll track the jobs created, the increase in sales and income of kitchen clients, as well as our impact score within the community. In order to complete this project within the proposed timeline (Attachment 5.0.i), we will hire a Project Manager to coordinate with the Fiscal Sponsor to oversee the day-to-day operations, communicate with the HACA Kitchen Committee and HACA Board, write RFPs, schedule with contractors, apply for required permits, and be on-site as needed. This includes completing the construction of the Moho Kitchen by August 31, 2026. Much of the work for preparing the site and constructing the kitchen will need to be completed by licensed contractors. Hiring from within our community will create more local jobs and keep the money closer to home. Whenever possible, we will use in-kind donations and licensed volunteer labor to complete tasks such as grading, spreading gravel, and painting the structure. A final design plan for the certified kitchen will be drafted by licensed architects and engineers based on feedback from the community as well as professional consultation with commercial kitchen experts. These plans will be submitted to the County of Hawai‘i Building Department and the Department of Health for approval and permits. Upon approval and permitting of plans, grading and construction will be done by licensed professionals. A separate potable water tank will be installed to store deliveries that meet federal criteria as specified in 40 CFR 141, entitled “National primary drinking water regulations”. All of the construction work is projected to be completed by March 2026, which will give us an additional five months of time during the grant award usage timeline to account for any delays as well as complete the interior of the kitchen. We will obtain all required permits, including the following: all Planning and Building Permits, a Wastewater Permit, and a Food Establishment Permit from DOH. Other permits that will be required to operate the business include the Food Protection Manager’s Certificate for the Kitchen Manager, and all users of the kitchen will be required to stay up-to-date with their Food Handlers Permits in order to use the facilities. Attachment 5.0.iii provides a business plan that includes a detailed list of projected income sources and expenses, a complete list of staff descriptions, and an explanation of our demographics research strategy. Additionally, we have described how our business will benefit the Upper Puna community moving forward after construction. 6 Puna Mākaukau RFP No: 4573 3.5.Budget and Financials Total cost of project: $626,975 The funds will be used for a “Certified Kitchen Infrastructure.” We are applying for Level II funding for the amount of $563,975. In less than two weeks, we have gathered more than 20 letters of support (Attachment 5.0.iv) from agricultural producers, value-added producers, and food related businesses that have been negatively impacted by loss of sales and/or rising costs due to COVID-19. The Hawaiian Acres Community Association has funds in excess of $63,000 available. Puna Mākaukau is a non-profit, 501(c)3, and is authorized to receive funds, under section 602(c)(3) of the Social Security Act and agrees to comply with the SLFRF Award Terms and Conditions of the grant. The Fiscal and Project Managers will coordinate with each other to ensure that all funds are obligated by December 31, 2024 and spent by August 31, 2026. All evaluation and reporting will comply with SLFRF guidelines ( State and Local Fiscal Recovery Fund Compliance and Reporting Guidance 6.0 (treasury.gov) ). Project and Expenditure reports that adhere to the SLFRF guidelines and regulations as outlined by the U.S. Department of the Treasury will be submitted quarterly. The Fiscal Sponsor and Project Manager will ensure that all funds are spent in strict compliance with eligible uses under SLFRF. Accurate financial records will be maintained by the Fiscal Sponsor. The Project Manager will periodically report on project progress and outcomes. The County of Hawaiʻi will provide oversight and support to ensure projects meet these compliance requirements. The line item budget in Attachment D is a summary of the revenue and expenditures for the project; more details on the expenditures are provided in the Work Plan (Attachment 5.0.i). SRFLF Budget Expense Category Compliances/Justifications Salaries and Benefits This category directly supports individuals in our community whose income was negatively impacted by the pandemic through the creation of paid positions; additionally, we expect to see emotional and physical health benefits through their community involvement. Services and Supplies This category improves public health by providing the foundation for access to a culinary hub and fresh locally-grown and produced foods, which improves the negative impact of the pandemic on health and wellness. Contracts for Service Delivery This category supports local businesses in our community that have been negatively impacted by the pandemic economically through the creation and implementation of these contracts. Equipment Purchases This category improves public health, comprising the tangible components of a culinary hub creating fresh locally produced foods for a community, which improves the negative impact of the pandemic on health and wellness by increasing local food security. 7 Bid Zip RFP #4573/GreenKine LLC_1037636/TabulationByVendor_RFP#4573_orgId_1037636.pdf County of Hawaii Tabulation Report RFP #4573 - Food Security and Agricultural Initiatives Vendor: GreenKine LLC Page of 1 1 General Comments: General Attachments: Attachement A 5.1 Proposal Application Checklist_GreenKineLLC.pdf Attachment B 5.2 - Proposal Application Form_GreenKineLLC.pdf Attachment E 5.5 - Appendix I - FEDERAL TERMS AND CONDITIONS_GreenKineLLC.pdf RFP4573_GreenKineLLC.pdf RFP4573_GreenKineLLC_REDACTED.pdf Bid Zip RFP #4573/GreenKine LLC_1037636/Attachement A 5.1 Proposal Application Checklist_GreenKineLLC.pdf Organization: RFP No: 4573 ATTACHMENT A 5.1 PROPOSAL APPLICATION CHECKLIST Applicant: RFP No.: 4573 The applicant’s proposal must contain the following components in the order shown below. Return this checklist to the purchasing agency as part of the Proposal Application. Item Reference in RFP Format/Instructions Provided Required by Purchasing Agency Applicant to place “X” for items included in Proposal General: Proposal Application Checklist Section 1, RFP Attachment A X Proposal Application Form Section 1, RFP Attachment B X Proposal Table of Contents Overview Experience and Capability Project Organization and Staff. Service or Project Delivery Budget and Financials Attachments Section 3, RFP Section 3, RFP X One Unredacted Electronic Copy of Proposal (PDF format) Section 1, RFP Section 1, RFP X One Redacted Electronic Copy of Proposal (PDF format) Section 1, RFP Section 1, RFP X Certifications: Federal Certifications Section 5, RFP Attachment F, App. I X Program Specific Requirements: N/A X X X X X X GreenKine llc GreenKine llc Bid Zip RFP #4573/GreenKine LLC_1037636/Attachment B 5.2 - Proposal Application Form_GreenKineLLC.pdf Hawaiʻi Island Certified Kitchen Technical Assistance Program GreenKine llc Anthony Florig 808-854-6483 ajflorig@gmail.com $500,000 $500,000 Anthony Florig Owner 5/3/20234 GreenKine llc Bid Zip RFP #4573/GreenKine LLC_1037636/Attachment E 5.5 - Appendix I - FEDERAL TERMS AND CONDITIONS_GreenKineLLC.pdf APPENDIX I TO ATTACHMENT F: FEDERAL TERMS AND CONDITIONS Certification for Contracts, Grants, Loans, and Cooperative Agreements The undersigned certifies, to the best of his or her knowledge and belief, that: 1. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. 2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its instructions. 3. The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The Contractor,___________________ , certifies or affirms the truthfulness and accuracy of each statement of its certification and disclosure, if any. In addition, the Contractor understands and agrees that the provisions of 31 U.S.C. Chap. 38, Administrative Remedies for False Claims and Statements, apply to this certification and disclosure, if any. _______________________________________________ Signature of Contractor’s Authorized Official _________________________________________________ Name and Title of Contractor’s Authorized Official _______________________________ Date GreenKine llc Anthony Florig 5/3/2024 Bid Zip RFP #4573/GreenKine LLC_1037636/RFP4573_GreenKineLLC.pdf Hawaiʻi Island Certified Kitchen Technical Assistance Program RFP No. 4573 County of Hawaiʻi State and Local Fiscal Recovery Funds Food Security and Agricultural Initiatives Program Certified Kitchens Cohort Technical Assistance Category Table of Contents Overview ............................................................................................................... .......................... 2 Entity Description ...................................................................................................................... 2 Service or Project Overview ...................................................................................................... 2 Experience and Capability ...................................... ...................................................................... 3 Qualifications / Experience ............................................................................................. ........... 3 Quality Assurance and Evaluation ............................................................................................. 4 Project Organization and Staffing ............................................................................................... 5 Staffing ....................................................................................... ............................................................. 5 Service or Project Delivery ..................................................................................................... ..................... 5 Service or Project Delivery Narrative ..................................................................................................... 5 TA Cohort Coordination ................................................................................................................... 6 Technical Assistance Areas ................................. .............................................................................. 6 One-on-One Coaching .............................................................................................. ........................ 7 Development of County-wide Website and Kitchen Management Software ................................... 7 Project Timeline .................................... ............................................................................... 8 Budget and Financials .......................................................................................... ......................... 9 Budget Narrative ...................................................................................................................................... 9 Attachments .................................................................................................................................. 11 A. Line Item Budget ..................... ................................................................................................... 1 2 B. Certificate of Good Standing ....................................................... ............................................... 14 C. Financial Documents .................................................................................................................. 15 Overview Entity Description GreenKine llc is an agribusiness consulting firm, currently working with Hoʻōla Farms facilitating their Groundwork to Grow agriculture and business training courses under the USDA NIFA Beginning Farmer and Rancher Development Program, and the Enhancing Agricultural Opportunities for Military Veterans Program. The mission of GreenKine llc is to cultivate growth in the Hawaiʻi Island agribusiness community. Our goal is to support the creation and development of agribusiness on Hawaiʻi Island through value-added specialty crop products, with a focus on honey, chocolate, and exotic fruits. GreenKine llc was founded by Anthony Florig, MBA in Hilo, HI in 2019, not long before the COVID-19 pandemic began. Operating under the trade name Big Island Box, Anthony created a subscription gift box company featuring brands and value-added products exclusively from Hawaiʻi Island. Working out of the Hilo Food Hub offices, Anthony developed extensive experience with value-added products, including their technical requirements and permitting with the Hawai'i County Department of Health. This experience led to the development of an extensive network of producers and food hubs across the state. Service or Project Overview The Hawaiʻi Island Certified Kitchen Technical Assistance Program provides a comprehensive range of technical support and assistance to enhance the operational efficiency and effectiveness of commercial kitchen facilities and food-related businesses within Hawaiʻi County. The goal of the program is to support the success and development of food hubs and commercial kitchen operators on Hawaiʻi Island that have been negatively impacted by the COVID-19 pandemic, in order to enhance their sustainability and availability to the Hawaiʻi Island agricultural community. A County-wide website will be developed consisting of all available commercial kitchen and food hub facilities on the island, as well as resources for value-added producers and commercial kitchen operators, including commercial kitchen management software through The Food Corridor, and informational training videos of pertinent technical topics related specifically to the production of value-added Hawaiʻi agricultural products. Program participants will consist of Certified Kitchens Infrastructure awardees, as well as commercial kitchens and agribusinesses in Hawaiʻi County that have been in business since at least March 1, 2020, and have experienced some negative economic harm prior to March 3, 2021. Monthly meetings consisting of rotating technical assistance areas featuring local experts will be held in-person with virtual Zoom attendance at the Hilo Food Hub and Hawaiʻi Farm-to-Car facilities operated by Hoʻōla Farms, starting in September 2024 and ending in August 2026 for a total of 24 monthly meetings. Meetings will be recorded and edited to create training videos and made available to the public via the new website. One-on-one coaching will be made available to program participants, specifically tailored to their respective commercial kitchen operations or value-added production. 2 Experience and Capability Qualifications / Experience a. GreenKine llc began with Big Island Box in 2019, supporting dozens of Hawaiʻi Island value-added producers during the COVID-19 pandemic by purchasing their products as part of gift boxes that were shipped across Hawaiʻi, to the mainland, and around the world. The Big Island Box office was located at the original Hilo Food Hub, and also led to Anthonyʻs work with Hoʻōla Farms starting in 2021. Anthony was instrumental in the transition of Hilo Food Hub from the original founder to Hoʻōla Farms, and has assisted with its growth and development over the past three years. The Hilo Food Hub maintains a strong reputation in the Hawaiʻi agriculture community, and a positive relationship with the Department of Health, connecting dozens of value-added producers with commercial kitchen facilities and technical assistance through the Food Establishment Permit process and bringing their product to market through the Hawaiʻi Farm-to-Car online marketplace, also operated by Hoʻōla Farms. GreenKine llc facilitates agriculture and business workshops through Hoʻōla Farms Groundwork to Grow program, providing education, training and technical assistance to Hawaiʻi Island agriculture producers on a variety of agribusiness topics. b. GreenKine llc has developed a network of Hawaiʻi commercial kitchen operators, value-added producers, and community partners through its work with Big Island Box and Hoʻōla Farms. GreenKine llc will leverage its partnership with Hoʻōla Farms to provide adequate capacity to deliver programming and carry out the project. Hilo Food Hub commercial kitchen and the Hawai’i Farm-to-Car aggregation and distribution facilities provide project capacity and a working model with existing infrastructure and resources. Hoʻōla Farms will also be contracted for staffing support in program delivery. c. GreenKine llc founder Anthony Florig moved to Hawaiʻi in 2012 to work at a horticulture therapy treatment center for adolescents and young adults with mental health issues. He moved back to his hometown of Youngstown, Ohio in 2016 to spend time with family, and obtained his MBA from Youngstown State University where he studied business management with a focus on entrepreneurship. He started his first business in 2017, making high-calorie energy bars at the Commonwealth Kitchen Incubator, his first experience with community commercial kitchens. He ran into a permitting issue due to the ingredients in his flagship flavor energy bar, Hot Pepper Bacon. Due to the presence of meat the County Department of Health defers to the Ohio Department of Agriculture and the USDA, which required a HACCP plan and extensive and expensive lab testing. He also thought about Hawai’i everyday, and decided to move back in 2018. GreenKine llc and Big Island Box were started in 2019, and GreenKine began working with Hoʻōla and the Hilo Food Hub in 2021. Anthony’s experience with his energy bars contributed to his passion to understand the process for bringing value-added products to market, which 3 he brought to his work at GreenKine and the Hilo Food Hub, contributing to the growth of the commercial kitchen operations, and access to its facilities and technical assistance to dozens of farmers and value-added producers. d. GreenKine llc will leverage its current working partnership with Hoʻōla Farms and the Hilo Food Hub, as well as community partners and Hawai’i Food Hub Hui member organizations Kohala Food Hub, Adaptations, The Food Basket, Hawai’i Ulu Cooperative, and OK Farms, in order to create a valuable program that connects current and growing commercial kitchen operators with experts in the field and relevant and effective resources. Monthly Meetings will feature a special guest who is an expert in the field of the monthly technical assistance topic, drawn from our current network of community partners and value-added producers, including GoFarm Hawai’i, Hawai’i Master Food Preservers, Lavaloha Chocolate, and Uproot Origin. Quality Assurance and Evaluation a. Identification & Tracking of Eligible Beneficiaries - Participants of the Hawaiʻi Island Certified Kitchen Technical Assistance Program are small businesses and nonprofits that consist of Certified Kitchens Infrastructure awardees, as well as other commercial kitchens and agribusinesses in Hawai’i County that have been in business since at least March 1, 2020, and have experienced some negative economic harm prior to March 3, 2021. Eligibility and those disproportionately impacted by the COVID-19 pandemic include Qualified Census Tracts in Hawaiʻi County, including 203, 204, 205, 210.03, 211.08, 211.01, 211.07 and 212.03. This includes Hilo, where Hoʻōla Farms operates the Hilo Food Hub commercial kitchen. This program will provide the enumerated use of “technical or in-kind assistance or other services that mitigate negative economic impacts of the pandemic” to eligible non-profits, and “technical assistance, counseling, or other services to support business planning,” for eligible small businesses (SLFRF Final Rule Overview, Pg 21). b. Experience and Capacity to Manage, Implement, Measure, and Report - GreenKine llc and Anthony Florig have extensive experience in grant program management at the federal level, currently managing programming at Hoʻōla Farms under two separate USDA FINI grants. c. Management, Implementation, Measurement, and Reporting - GreenKine llc will contract with Hoʻōla Farms for additional staff and administrative support, as well as facility and equipment rental for execution of Monthly Meetings and program development. 4 Project Organization and Staffing Staffing a. Principal Responsible - Anthony Florig, MBA, founder of GreenKine llc Anthony Florig has an education and background in business, with an interest in entrepreneurship and agriculture. He has a BSBA from The Ohio State University and an MBA from Youngstown State University. He has extensive experience in non-profit sector, starting with his work at Youngstown Neighborhood Development Corporation facilitating a USDA FINI grant program, and moving to Hawai’i and his work with Hoʻōla Farms where he develops and facilitates the Groundwork to Grow agribusiness education and training courses for beginning farmers and ranchers, and works with the Hilo Food Hub commercial kitchen providing technical assistance to farmers, value-added producers and community partners. b. Staff and Contract Services - Hoʻōla Farms will be contracted for staff support and facilities and equipment rental. Office space will be rented at Hawai’i Farm-to-Car Marketplace facilities, and Monthly Meetings will be held at Hilo Food Hub. Staff support will be provided by Hoʻōla Farms, including administrative support from Marisa Salmoiraghi, marketing support and training by Katie Neil, Commercial Kitchen training from Amanda Cox, and facilities support from Mitch Glover. Hours and rates are outlined in attached line-item budget and narrative. Monthly Meetings will feature local experts on the technical assistance areas, and will be contracted for speaking at the monthly meetings and providing follow-up coaching with participants. Technical Assistance areas and identified local experts are outlined in below Project Delivery Narrative. Service or Project Delivery Service or Project Delivery Narrative Hawaiʻi Island Certified Kitchens Cohort Technical Assistance Program provides a comprehensive range of technical support to enhance the operational efficiency and effectiveness of commercial kitchen facilities and food-related businesses within Hawaiʻi County. This is accomplished through the development of a cohort of Hawiaʻi County commercial kitchens and value-added producers that meets monthly for technical assistance training, and includes the creation of a Hawaiʻi County website for public access that includes available commercial kitchen facilities and educational videos on the creation and marketing of Hawaiʻi value-added products. Commercial kitchen software for kitchen operator participants will be implemented through The Food Corridor platform, and onboarding and training will be included in the one-on-one coaching provided throughout the duration of the program period. 5 TA Cohort Coordination Project delivery will begin with planning and recruitment of program participants from the Commercial Kitchen Infrastructure awardees, as well as through Hawaiʻi Food Hub Hui membership and other eligible commercial kitchens and food-related businesses in Hawaiʻi County. GreenKine llc will contract with Hoʻōla Farms to assist with planning and recruitment. Monthly meetings consisting of specific technical assistance training areas will be held in-person with optional virtual Zoom attendance at the Hilo Food Hub and Hawaiʻi Farm-to-Car facilities operated by Hoʻōla Farms, starting in September of 2024. Each technical assistance area will feature a local expert on the topic, and meetings will be recorded using high-quality video and audio production equipment and edited to produce educational training videos that will be available on the website. Hoʻōla Farms will provide staffing and administrative support for the program, as well as equipment and facilities for holding meetings. Technical Assistance Areas The 9 Required Technical Assistance Areas will be supplemented with a Hawaiʻi Value-Added Product Series, including 6 additional Technical Assistance Areas. Each Monthly Meeting will have one of the Technical Assistance Areas as the topic, and will feature a local expert who will provide tailored training to the commercial kitchen operators and program participants. Local experts will include experienced commercial kitchen operators, government officials, partner organizations, or value-added producers. Topics will be rotated over the 24 months: ● Permitting and Compliance : Megan Brady, Uproot Origin - Navigating the Hawaiʻi Department of Health permitting and compliance for commercial kitchen operators. ● Food Safety - Chef Jess Devendorf, Hawaiʻi Master Food Preservers: Food Safety training including ANSI accredited food handler certification resources. ● Kitchen Management - Amanada Cox, Hilo Food Hub: Provide workshops and resources to enhance operational efficiency in kitchen management. ● Business Planning - Erik Shimizu, GoFarm Hawaiʻi: Assist in the improvement or development of business plans. ● Supply Chain Management - Catarina Zaragoza-Dodge, The Locavore Store: Provide workshops and resources on optimizing supply chain processes for increased efficiency. ● Financial Management - Dr Brett Carey, Edward Jones: Provide workshops and resources on financial management best practices. ● Capitalization - Mary Spadaro, Slow Money Hawaiʻi: Provide workshops and resources on financial planning and securing grants and loans. ● Market and Feasibility Studies - Katie Neil, Hoʻōla Farms: Provide workshops and resources on how to conduct studies to assess market dynamics and feasibility. ● Personnel Management - Daeus Bencomo, Lavaloha Chocolate: Provide workshops and resources on effective personnel management strategies. 6 ● Raw Agricultural Commodities vs Value-Added Products : Q&A with Hawaiʻi County Department of Health and Hawaii Department of Agriculture ● Honey and Value-Added Bee Products - Susan Collins, Bird and Bee Hawaiʻi ● Exotic Fruits of Hawaiʻi - Ken Love, Hawaii Tropical Fruit Growers ● Chocolate and Value-Added Cacao Products - Daeus Bencomo, Lavaloha Chocolate ● Meat, Poultry and Non-amenable Species - Leslie Carrol, Lava Meats ● HACCP Plans and High-Risk Products - John Nakashima, Food Safety Service The TA Cohort will also include additional training opportunities through various conferences and site visits to other successful commercial kitchens, both locally and abroad. Hawaiʻi County has incredible potential to produce profitable value-added products for the global market using specialty crops including cacao, honey, and exotic fruits. In order to reach this potential, it is essential that we invest in the development of technical assistance and training in these areas. ● 10 members of the TA cohort will attend the Shared Kitchen Summit in 2025, a conference presented by the Food Corridor for commercial kitchen operators. ● 4 members of the TA Cohort will attend Apimodia, the International Apiculture Conference in 2025. The safe practice of apiculture is paramount to the success of the honey and value-added apiculture products of Hawaiʻi County, ● 4 members of the TA Cohort will attend the World Cacao Conference in 2026. One-on-One Coaching Coaching will be provided to program participants through personalized coaching sessions tailored to individual facility needs. Coaching sessions can be conducted in-person or via Zoom, and will include up to one 2-hour session each month for the duration of the grant period, totalling up to 24 coaching sessions for each program participant. Coaching program will include at least one site-visit to participant facilities, with an evaluation and feedback of the kitchen operations, equipment, clients and corresponding value-added products and permits. Development of County-wide Website and Kitchen Management Software The Hawaiʻi County website will be developed by GreenKine llc using the Wix platform. The website will be public access, and feature an updated directory of commercial kitchen locations that are open to the public. The list will include commercial kitchen profiles, with contact information, hours of operation, and direct links to respective kitchen websites. In addition, there will be a resource page that includes information for the production of value-added Hawai’i agriculture products, including necessary permits from Hawai’i Department of Health based on the product, packaging, and distribution channel. Educational videos will be created from technical assistance meetings featuring local expert special guests, with feature videos on value-added products from high potential Hawai’i crops that include cacao, honey, and exotic fruits. Kitchen management software will be deployed using the Food Corridor platform. Onboarding and training of commercial kitchen operators to the Food Corridor platform will be 7 included in the one-on-one coaching provided by GreenKine llc. Food Corridor platform includes scheduling, client onboarding, document cloud storage, billing, compliance and client communication. Project Timeline ● July - August 2024: Project planning, preparation and development. ● September 2, 2024: Launch of county website and commercial kitchen management software. Primary program participants selected. ● September 2024 - August 2026: Monthly Meetings with Technical Assistance Topics: 8 9/10/2024 Permitting and Compliance 10/8/2024 Commercial Kitchen Management 11/12/2024 Food Safety 12/10/2024 Business Planning 1/14/2025 Financial Management 2/11/2025 Supply Chain Management 3/11/2025 Personnel Management 4/8/2025 Market and Feasability Studies 5/13/2025 Capitalization 6/10/2025 Cacao Processing and Value-Added Products 7/15/2025 Honey and Value-Added Products 8/12/2025 Coffee, Tea and Value-Added Products 9/9/2025 HACCP Plans and High-Risk Products 10/14/2025 Meat, Poultry and Non-Amenable Species 11/11/2025 Permitting and Compliance 12/9/2025 Commercial Kitchen Management 1/13/2026 Food Safety 2/17/2026 Business Planning 3/10/2026 Financial Management 4/14/2026 Personnel Management 5/12/2026 Cacao Processing and Value-Added Products 6/9/2026 Honey and Value-Added Products 7/14/2026 HACCP Plans and High-Risk Products 8/11/2026 Meat, Poultry and Non-Amenable Species Budget and Financials Hawaiʻi Island Certified Kitchens Cohort Technical Assistance Program is requesting $500,000 to carry out the Commercial Kitchen Cohort Technical Assistance category. GreenKine llc participated in the Aloha Connects Innovation Program through the Hawaii Island Economic Development Board (HIEDB) in 2020, which funded three employees impacted by the COVID-19 pandemic to be hired as interns and paid for by HIEDB. GreenKine was given an $800 stipend per intern for a total of $2400. Funds were unrelated and non-duplicitous. Budget Narrative Project Administration Fees - $50,000 calculated at 10% of total program budget. TA Cohort Coordination Monthly Meetings - $24,000, facilitation of 24 monthly meetings at $1,000 each for planning, facilitation and evaluation. Technical Assistance Providers - $28,800, at $1200 for each local expert special guest for each monthly meeting, for planning, presentation, and follow-up questions and support. Facilities Rental - $16,800 for office space over 28 month life of grant program, and $3,840 for rental of the Hilo Food Hub commercial kitchen for holding monthly meetings and training sessions. Program Support - $56,640 for Hoʻōla Farms staffing support, including administrative, marketing, commercial kitchen training and facilities support. Workshop Equipment and Supplies - - $2,400 for office supplies and printing, for the production of high-quality education and training materials to be distributed at Monthly Meetings. - $1,800 for Value-Added Product examples from local vendors, for the evaluation and review of product packaging, labeling, quality and compliance, to be reviewed during Monthly Meetings. Video Production - $18,000 for the production consultation services and video editing of education training videos. The production of videos of required technical assistance topics will provide limitless distribution to program participants, kitchen operators and value-added producers. Videos uploaded to youtube and linked on County website for distribution. Video Production Equipment - $23,587 for video production equipment for the recording, editing and high-quality production of Monthly Meetings into Technical Assistance educational training videos. Utilizing professional video and audio production equipment will ensure the technical assistance content that is created in an engaging and valuable format and quality. One-on-One Coaching Coaching Services - $38,400 for cohort participant coaching, estimated at 8 clients. Coaching at $100/hr for 2hrs per client each month for 24 months. Travel Costs - $16,000 for travel costs, as each client will receive at least one site visit each year. Costs include transportation, lodging, and per diem. 9 County Website and Commercial Kitchen Software Website Development - $20,000 for the planning, development, and publishing of County-wide website. Determined by fair-market value for comparable deliverable. Website Management - $16,800 for the management of the website, including domain, hosting and maintenance over the grant period, calculated at $600/month for 28 months. Kitchen Management Software - $39,552, for licensing and use of The Food Corridor platform for commercial kitchen management. Calculated at $206/month for estimated 8 program participants over 28 months. Technical Assistance and Conferences Cacao Production and Consulting Services - $20,000, for consulting services provided by Daeus Bencomo of Lavaloha Chocolates at the rate of $10,000/year for two years. Services include equipment installation and training, processing, production and packaging. Honey Production and Consulting Services - $20,000, for consulting services provided by Susan Collins of Bird and Bee Hawai’i, at the rate of $10,000/year for two years. Services include equipment installation and training, processing, production and packaging. HACCP Plan Services Fund - $6,500, for any necessary HACCP plans needed by cohort participants for the production of value-added products in cohort commercial kitchens. Shared Kitchen Summit Conference 2025 - $33,300, for 10 program participants and staff to attend this conference on the mainland by The Food Corridor, specifically designed for commercial kitchen operators by the creators of the Food Corridor kitchen management software that will be used by operators. Total includes costs of tickets, travel, lodging, and per diem. Apimodia International Apiculture Congress 2025 - $17,688, for 4 participants to attend conference, to access the most relevant and current technical assistance and best practices in honey production. Honey and value-added apiculture products contribute to a robust Hawaiʻi agriculture economy. It is essential for kitchen operators to be at the forefront of value-added apiculture products in shared-use kitchens to ensure food safety and security of Hawai’i apiculture in the face of pests and diseases. ICCO World Cacao Conference 2026 - $19,288, for 4 participants to attend conference, to access the most relevant and current technical assistance and best practices in chocolate production. Cacao is a valuable agricultural commodity for Hawaiʻi County, and can contribute to a stronger and more secure agriculture community. If Hawaiʻi County is to capitalize on the global demand for value-added Hawaiʻi products, our production facilities and practices should be informed by the best in the world, and brought back to be shared with program participants. Value-Added Honey Production - Mainland Site Visits - $13,088, for program participants and technical service providers to visit production facilities on the mainland, to learn best practices and experience working models of success. Total includes travel, lodging and per diem for a one-week trip to multiple locations of production and shared-use facilities for the manufacture of value-added apiculture products. 10 Attachments A. Line Item Budget B. Certificate of Good Standing C. Financial Documents a. 2022 Federal and State Tax Returns b. 2022 Profit and Loss Statement c. 2022 Balance Sheet d. 2023 Federal and State Tax Returns e. 2023 Profit and Loss Statement f. 2023 Balance Sheet 11 RFP 4573 Food Security Agricultural Initiative Program Category Certified Kitchens Cohort Technical Assistance Title Hawaiʻi Island Certified Kitchens Cohort Technical Assistance Program Company GreenKine llc Line-Item Budget Total Funding Request Project Administration Fees Technical Assistance Providers Facilities Rental Program Support Workshop Equipment & Supplies Video Production Equipment Video Production $500,000.00 GreenKine llc $50,000.00 Monthly Meetings / Workshops 24 Workshops ($1000 each) GreenKine llc $24,000.00 # of Workshops: $1200/workshop Business Planning 2 GoFarm Hawaiʻi $2,400.00 Food Safety 2 Jess Devendorf, Hawaii Master Food Preservers $2,400.00 Financial Management 2 Dr Brett Carey, Edward Jones $2,400.00 Supply Chain Management 1 Catarina Zaragoza-Dodge, The Locavore Store $1,200.00 Commercial Kitchen Management 2 Amanda Cox, Hilo Food Hub $2,400.00 Personel Management 2 Daeus Bencomo, Lavaloha Chocolate Farm $2,400.00 Permitting and Compliance 2 Megan Brady, Uproot Origin $2,400.00 Market and Feasability Studies 1 Katie Neil, Hoʻōla Farms $1,200.00 Capitalization 1 Mary Spadaro, Slow Money Hawaiii $1,200.00 Honey and Value-Added Products 2 Susan Collins, Bird and Bee Hawaiʻi $2,400.00 Exotic Fruit Value-Added Products 1 Ken Love, Hawaii Tropical Fruit Growers $1,200.00 2 Daeus Bencomo, Lavaloha Chocolate Farm $2,400.00 Meat, Poultry and Non-Amenable Species 2 Leslie Carrol, Lava Meats $2,400.00 HACCP Plans and High-Risk Products 2 John Nakashima, Food Safety Hawaii $2,400.00 Hoʻōla Farms Office Space ($600/month) x 28 months $16,800.00 Hilo Food Hub (8 hrs/mo for 24 months @ $20/hr) $3,840.00 Hoʻōla Farms - Administrative Support 5hr/wk x 120 wks Marisa Salmoiraghi ($26/hr) $15,600.00 - Marketing Support and Training 5hr/wk x 120 wks Katie Neil ($36/hr) $21,600.00 - Commercial Kitchen Training 5hr/wk x 120 wks Amanda Cox ($24/hr) $14,400.00 - Facilities Support 5hr/mo x 120 wks Mitch Glover ($23/hr) $13,800.00 Office Supplies and Printing Office Max $2,400.00 Local Value-Added Products $75 x 24 workshops Assorted Local vendors $1,800.00 - Cameras 3x Blackmagic Cinema 6K Pro $7,605.00 - Lenses 2x Sigma 50-100, 1x Sigma 18-35 $3,000.00 - Audio/Video Switcher and Mixer ATEM Mini Pro, RODE Rodecaster Pro $1,200.00 - Microphones 2 EW112P G4, Deity S Mix2S, K-Tek Boompole, Zoom F6 $4,159.00 - Lighting and Stands 2x Nanlite Forza 60B, Forza 300B, C-Stands $2,078.00 - Tripods 3x Benro Video Tripods $945.00 - Memory Cards / Hard Drives 3x AngelBird 1TB, 4x Sandisk 5TB $2,970.00 - Batteries and Charger $1,080.00 - Shipping Costs $1,307.00 Starhouse Films Production Consultation Services $6,000.00 Cacao Processing and Value-Added Produ TA Cohort Coodination 12 Video Editing 10hrs / Monthly Meeting x 24 Meetings at $50/hr $12,000.00 Travel Costs $4,000.00 - Coaching Services $100/hr x 48hrs x 8 clients Greenkine llc $38,400.00 - Travel Costs Greenkine llc $16,000.00 Website Development Wix Platform GreenKine llc $20,000.00 Website Management $600/mo x 28 months GreenKine llc $16,800.00 Commercial Kitchen Software $206/month x 24mo x 8 participants The Food Corridor $39,552.00 Cacao Production Consulting Services $10,000/yr, 2yr contract Daeus Bencomo, Lavaloha $20,000.00 Honey Production Consulting Services $10,000/yr, 2yr contract Susan Collins, Bird and Bee Hawai'ii $20,000.00 HACCP Plan Services Fund $600 per plan Food Safety Hawai'i $6,500.00 Shared Kitchen Summit - 2025 The Food Corridor - Conference Tickets $400 x 10 cohort participants $4,000.00 - Air Travel $1200 x 10 cohort participants $12,000.00 - Lodging $250/night x 5 nights x 10 $12,500.00 - Per Diem $96/day x 5 days x 10 $4,800.00 Apimodia - International Apiculture Congress - 2025 Congress Secretariat - Conference Tickets $400 x 4 cohort participants $1,600.00 - Air Travel $1600 x 4 cohort participants $6,400.00 - Lodging $250/night x 7 nights x 4 $7,000.00 - Per Diem $96/day x 7 days x 4 $2,688.00 World Cacao Conference - 2026 International Cacao Organization - Conference Tickets $800 x 4 cohort participants $3,200.00 - Air Travel $1600 x 4 cohort participants $6,400.00 - Lodging $250/night x 4 nights x 4 $7,000.00 - Per Diem $96/day x 4 days x 4 $2,688.00 Value-Added Honey - Mainland Site Visits - Air Travel $1200 x 4 cohort participants $4,800.00 - Lodging $200/night x 7 nights x 4 $5,600.00 - Per Diem $96/day x 7 days x 4 $2,688.00 One-on-One Coaching County Website and Commercial Kitchen Software Technical Assistance and Conferences 13 Department of Commerce and Consumer Affairs CERTIFICATE OF GOOD STANDING I, the undersigned Director of Commerce and Consumer Affairs of the State of Hawaii, do hereby certify that according to the records of this Department, GREENKINE LLC was organized under the laws of the State of Hawaii on 08/19/2019 ; that it is an existing limited liability company in good standing and is duly authorized to transact business. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of the Department of Commerce and Consumer Affairs, at Honolulu, Hawaii. Dated: May 02, 2024 Director of Commerce and Consumer Affairs To check the authenticity of this certificate, please visit: http://hbe.ehawaii.gov/documents/authenticate.html Authentication Code: 498394-COGS_PDF-221791C5 Form 1040 2022 U.S. Individual Income Tax Return Department of the Treasury—Internal Revenue Service OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space. Filing Status Check only one box. Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying surviving spouse (QSS) If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child’s name if the qualifying person is a child but not your dependent: Your first name and middle initial Last name Your social security number If joint return, spouse’s first name and middle initial Last name Spouse’s social security number Home address (number and street). If you have a P.O. box, see instructions. Apt. no. City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code Foreign country name Foreign province/state/county Foreign postal code Presidential Election Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund. You Spouse Digital Assets At any time during 2022, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) Yes No Standard Deduction Someone can claim: You as a dependent Your spouse as a dependent Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You: Were born before January 2, 1958 Are blind Spouse: Was born before January 2, 1958 Is blind Dependents (see instructions): If more than four dependents, see instructions and check here . . (2) Social security number (3) Relationship to you (4) Check the box if qualifies for (see instructions): (1) First name Last name Child tax credit Credit for other dependents Income Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld. If you did not get a Form W-2, see instructions. 1 a Total amount from Form(s) W-2, box 1 (see instructions) ............. 1a b Household employee wages not reported on Form(s) W-2 ............. 1b c Tip income not reported on line 1a (see instructions) .............. 1c d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) ........ 1d e Taxable dependent care benefits from Form 2441, line 26 ............ 1e f Employer-provided adoption benefits from Form 8839, line 29 ........... 1f g Wages from Form 8919, line 6 ..................... 1g h Other earned income (see instructions) .................. 1h i Nontaxable combat pay election (see instructions) ....... 1i z Add lines 1a through 1h ...................... 1z Attach Sch. B if required. 2a Tax-exempt interest . . . 2a b Taxable interest ..... 2b 3a Qualified dividends . . . 3a b Ordinary dividends ..... 3b 4a IRA distributions .... 4a b Taxable amount ...... 4b 5a Pensions and annuities . . 5a b Taxable amount ...... 5b 6a Social security benefits . . 6a b Taxable amount ...... 6b c If you elect to use the lump-sum election method, check here (see instructions) ..... 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here ..... 7 8 Other income from Schedule 1, line 10 .................. 8 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income .......... 9 10 Adjustments to income from Schedule 1, line 26 ............... 10 11 Subtract line 10 from line 9. This is your adjusted gross income .......... 11 Standard Deduction for— • Single or Married filing separately, $12,950 • Married filing jointly or Qualifying surviving spouse, $25,900 • Head of household, $19,400 • If you checked any box under Standard Deduction, see instructions. 12 Standard deduction or itemized deductions (from Schedule A) .......... 12 13 Qualified business income deduction from Form 8995 or Form 8995-A ......... 13 14 Add lines 12 and 13 ........................ 14 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income . . . . . 15 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2022) 12,950. 14,702. 9,838. Florig 272-84-9513 PO Box 10374 Hilo HI 96721 26,406. 26,406. 24,540. 1,752. 1,866. 750. 0. ROLLOVER Anthony J Form 1040 (2022) Page 2 Tax and Credits 16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 .. 16 17 Amount from Schedule 2, line 3 .................... 17 18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 19 Child tax credit or credit for other dependents from Schedule 8812 .......... 19 20 Amount from Schedule 3, line 8 .................... 20 21 Add lines 19 and 20 ........................ 21 22 Subtract line 21 from line 18. If zero or less, enter -0- .............. 22 23 Other taxes, including self-employment tax, from Schedule 2, line 21 ......... 23 24 Add lines 22 and 23. This is your total tax ................. 24 Payments 25 Federal income tax withheld from: a Form(s) W-2 .................. 25a b Form(s) 1099 .................. 25b c Other forms (see instructions) ............. 25c d Add lines 25a through 25c ...................... 25d 26 2022 estimated tax payments and amount applied from 2021 return .......... 26 If you have a qualifying child, attach Sch. EIC. 27 Earned income credit (EIC) .............. 27 28 Additional child tax credit from Schedule 8812 ........ 28 29 American opportunity credit from Form 8863, line 8 ....... 29 30 Reserved for future use ............... 30 31 Amount from Schedule 3, line 15 ............ 31 32 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits . . 32 33 Add lines 25d, 26, and 32. These are your total payments ............ 33 Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid .. 34 35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here .... 35a Direct deposit? See instructions. b Routing number c Type: Checking Savings d Account number 36 Amount of line 34 you want applied to your 2023 estimated tax ... 36 Amount You Owe 37 Subtract line 33 from line 24. This is the amount you owe. For details on how to pay, go to www.irs.gov/Payments or see instructions . . . . . . . . 37 38 Estimated tax penalty (see instructions) .......... 38 Third Party Designee Do you want to allow another person to discuss this return with the IRS? See instructions . . . . . . . . . . . . . . . . . . . . . Yes. Complete below. No Designee’s name Phone no. Personal identification number (PIN) Sign Here Joint return? See instructions. Keep a copy for your records. Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Your signature Date Your occupation If the IRS sent you an Identity Protection PIN, enter it here (see inst.) Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.) Phone no. Email address Paid Preparer Use Only Preparer’s name Preparer’s signature Date PTIN Check if: Self-employed Firm’s name Phone no. Firm’s address Firm’s EIN Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2022) 983. 983. X X X X X X X X X X X X X X X X X X X X X X X X X X 4,514. Self-Prepared No 783. 3,731. 4,514. Program Manager (808)854-6483 200. 200. BAA REV 03/22/23 Intuit.cg.cfp.sp SCHEDULE 1 (Form 1040) 2022 Additional Income and Adjustments to Income Department of the Treasury Internal Revenue Service Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form1040 for instructions and the latest information. OMB No. 1545-0074 Attachment Sequence No. 01 Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number Part I Additional Income 1 Taxable refunds, credits, or offsets of state and local income taxes ......... 1 2a Alimony received ........................... 2a b Date of original divorce or separation agreement (see instructions): 3 Business income or (loss). Attach Schedule C ................. 3 4 Other gains or (losses). Attach Form 4797 .................. 4 5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . 5 6 Farm income or (loss). Attach Schedule F ................... 6 7 Unemployment compensation ....................... 7 8 Other income: a Net operating loss ................... 8a ( ) b Gambling ...................... 8b c Cancellation of debt .................. 8c d Foreign earned income exclusion from Form 2555 ....... 8d ( ) e Income from Form 8853 ................. 8e f Income from Form 8889 ................. 8f g Alaska Permanent Fund dividends ............. 8g h Jury duty pay ..................... 8h i Prizes and awards ................... 8i j Activity not engaged in for profit income ........... 8j k Stock options ..................... 8k l Income from the rental of personal property if you engaged in the rental for profit but were not in the business of renting such property . . . 8l m Olympic and Paralympic medals and USOC prize money (see instructions) ..................... 8m n Section 951(a) inclusion (see instructions) .......... 8n o Section 951A(a) inclusion (see instructions) .......... 8o p Section 461(l) excess business loss adjustment ........ 8p q Taxable distributions from an ABLE account (see instructions) . . . 8q r Scholarship and fellowship grants not reported on Form W-2 . . . 8r s Nontaxable amount of Medicaid waiver payments included on Form 1040, line 1a or 1d ................... 8s ( ) t Pension or annuity from a nonqualifed deferred compensation plan or a nongovernmental section 457 plan ............ 8t u Wages earned while incarcerated ............. 8u z Other income. List type and amount: 8z 9 Total other income. Add lines 8a through 8z .................. 9 10 Combine lines 1 through 7 and 9. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 8 10 For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2022 26,406. Anthony J Florig 272-84-9513 0. 26,406. Schedule 1 (Form 1040) 2022 Page 2 Part II Adjustments to Income 11 Educator expenses ........................... 11 12 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 ........................ 12 13 Health savings account deduction. Attach Form 8889 .............. 13 14 Moving expenses for members of the Armed Forces. Attach Form 3903 ....... 14 15 Deductible part of self-employment tax. Attach Schedule SE ........... 15 16 Self-employed SEP, SIMPLE, and qualified plans ................ 16 17 Self-employed health insurance deduction .................. 17 18 Penalty on early withdrawal of savings .................... 18 19a Alimony paid ............................. 19a b Recipient’s SSN ...................... c Date of original divorce or separation agreement (see instructions): 20 IRA deduction ............................. 20 21 Student loan interest deduction ...................... 21 22 Reserved for future use ......................... 22 23 Archer MSA deduction ......................... 23 24 Other adjustments: a Jury duty pay (see instructions) .............. 24a b Deductible expenses related to income reported on line 8l from the rental of personal property engaged in for profit ........ 24b c Nontaxable amount of the value of Olympic and Paralympic medals and USOC prize money reported on line 8m .......... 24c d Reforestation amortization and expenses ........... 24d e Repayment of supplemental unemployment benefits under the Trade Act of 1974 ...................... 24e f Contributions to section 501(c)(18)(D) pension plans ....... 24f g Contributions by certain chaplains to section 403(b) plans .... 24g h Attorney fees and court costs for actions involving certain unlawful discrimination claims (see instructions) ............ 24h i Attorney fees and court costs you paid in connection with an award from the IRS for information you provided that helped the IRS detect tax law violations ................... 24i j Housing deduction from Form 2555 ............. 24j k Excess deductions of section 67(e) expenses from Schedule K-1 (Form 1041) ........................ 24k z Other adjustments. List type and amount: 24z 25 Total other adjustments. Add lines 24a through 24z ............... 25 26 Add lines 11 through 23 and 25. These are your adjustments to income. Enter here and on Form 1040 or 1040-SR, line 10, or Form 1040-NR, line 10a ............ 26 Schedule 1 (Form 1040) 2022 1,866. 1,866. BAA REV 03/22/23 Intuit.cg.cfp.sp SCHEDULE 2 (Form 1040) 2022 Additional Taxes Department of the Treasury Internal Revenue Service Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form1040 for instructions and the latest information. OMB No. 1545-0074 Attachment Sequence No. 02 Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number Part I Tax 1 Alternative minimum tax. Attach Form 6251 ................ 1 2 Excess advance premium tax credit repayment. Attach Form 8962 ....... 2 3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . . 3 Part II Other Taxes 4 Self-employment tax. Attach Schedule SE ................. 4 5 Social security and Medicare tax on unreported tip income. Attach Form 4137 .................. 5 6 Uncollected social security and Medicare tax on wages. Attach Form 8919 ..................... 6 7 Total additional social security and Medicare tax. Add lines 5 and 6 ...... 7 8 Additional tax on IRAs or other tax-favored accounts. Attach Form 5329 if required. If not required, check here ..................... 8 9 Household employment taxes. Attach Schedule H ............. 9 10 Repayment of first-time homebuyer credit. Attach Form 5405 if required ..... 10 11 Additional Medicare Tax. Attach Form 8959 ................ 11 12 Net investment income tax. Attach Form 8960 ............... 12 13 Uncollected social security and Medicare or RRTA tax on tips or group-term life insurance from Form W-2, box 12 .................... 13 14 Interest on tax due on installment income from the sale of certain residential lots and timeshares ............................ 14 15 Interest on the deferred tax on gain from certain installment sales with a sales price over $150,000 ............................ 15 16 Recapture of low-income housing credit. Attach Form 8611 .......... 16 (continued on page 2) For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 2 (Form 1040) 2022 272-84-9513Anthony J Florig 3,731. Schedule 2 (Form 1040) 2022 Page 2 Part II Other Taxes (continued) 17 Other additional taxes: a Recapture of other credits. List type, form number, and amount: 17a b Recapture of federal mortgage subsidy, if you sold your home see instructions ................... 17b c Additional tax on HSA distributions. Attach Form 8889 .... 17c d Additional tax on an HSA because you didn’t remain an eligible individual. Attach Form 8889 .............. 17d e Additional tax on Archer MSA distributions. Attach Form 8853 . 17e f Additional tax on Medicare Advantage MSA distributions. Attach Form 8853 ..................... 17f g Recapture of a charitable contribution deduction related to a fractional interest in tangible personal property ....... 17g h Income you received from a nonqualified deferred compensation plan that fails to meet the requirements of section 409A . . . 17h i Compensation you received from a nonqualified deferred compensation plan described in section 457A ....... 17i j Section 72(m)(5) excess benefits tax ........... 17j k Golden parachute payments .............. 17k l Tax on accumulation distribution of trusts ......... 17l m Excise tax on insider stock compensation from an expatriated corporation ..................... 17m n Look-back interest under section 167(g) or 460(b) from Form 8697 or 8866 .................... 17n o Tax on non-effectively connected income for any part of the year you were a nonresident alien from Form 1040-NR .... 17o p Any interest from Form 8621, line 16f, relating to distributions from, and dispositions of, stock of a section 1291 fund .... 17p q Any interest from Form 8621, line 24 ........... 17q z Any other taxes. List type and amount: 17z 18 Total additional taxes. Add lines 17a through 17z .............. 18 19 Reserved for future use ........................ 19 20 Section 965 net tax liability installment from Form 965-A . . . 20 21 Add lines 4, 7 through 16, and 18. These are your total other taxes. Enter here and on Form 1040 or 1040-SR, line 23, or Form 1040-NR, line 23b ......... 21 Schedule 2 (Form 1040) 2022 3,731. BAA REV 03/22/23 Intuit.cg.cfp.sp SCHEDULE 3 (Form 1040) 2022 Additional Credits and Payments Department of the Treasury Internal Revenue Service Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form1040 for instructions and the latest information. OMB No. 1545-0074 Attachment Sequence No. 03 Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number Part I Nonrefundable Credits 1 Foreign tax credit. Attach Form 1116 if required .............. 1 2 Credit for child and dependent care expenses from Form 2441, line 11. Attach Form 2441 ............................. 2 3 Education credits from Form 8863, line 19 ................. 3 4 Retirement savings contributions credit. Attach Form 8880 .......... 4 5 Residential energy credits. Attach Form 5695 ............... 5 6 Other nonrefundable credits: a General business credit. Attach Form 3800 ........ 6a b Credit for prior year minimum tax. Attach Form 8801 .... 6b c Adoption credit. Attach Form 8839 ............ 6c d Credit for the elderly or disabled. Attach Schedule R ..... 6d e Alternative motor vehicle credit. Attach Form 8910 ..... 6e f Qualified plug-in motor vehicle credit. Attach Form 8936 . . . 6f g Mortgage interest credit. Attach Form 8396 ........ 6g h District of Columbia first-time homebuyer credit. Attach Form 8859 6h i Qualified electric vehicle credit. Attach Form 8834 ..... 6i j Alternative fuel vehicle refueling property credit. Attach Form 8911 6j k Credit to holders of tax credit bonds. Attach Form 8912 . . . 6k l Amount on Form 8978, line 14. See instructions ...... 6l z Other nonrefundable credits. List type and amount: 6z 7 Total other nonrefundable credits. Add lines 6a through 6z .......... 7 8 Add lines 1 through 5 and 7. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 20 ............................... 8 (continued on page 2) For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 3 (Form 1040) 2022 Anthony J Florig 272-84-9513 200. 200. BAA REV 03/22/23 Intuit.cg.cfp.sp Schedule 3 (Form 1040) 2022 Page 2 Part II Other Payments and Refundable Credits 9 Net premium tax credit. Attach Form 8962 ................. 9 10 Amount paid with request for extension to file (see instructions) ........ 10 11 Excess social security and tier 1 RRTA tax withheld ............. 11 12 Credit for federal tax on fuels. Attach Form 4136 .............. 12 13 Other payments or refundable credits: a Form 2439 ..................... 13a b Credit for qualified sick and family leave wages paid in 2022 from Schedule(s) H for leave taken before April 1, 2021 ...... 13b c Reserved for future use ................ 13c d Credit for repayment of amounts included in income from earlier years ........................ 13d e Reserved for future use ................ 13e f Deferred amount of net 965 tax liability (see instructions) . . . 13f g Reserved for future use ................ 13g h Credit for qualified sick and family leave wages paid in 2022 from Schedule(s) H for leave taken after March 31, 2021, and before October 1, 2021 ................ 13h z Other payments or refundable credits. List type and amount: 13z 14 Total other payments or refundable credits. Add lines 13a through 13z ..... 14 15 Add lines 9 through 12 and 14. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 31 ............................... 15 Schedule 3 (Form 1040) 2022BAA REV 03/22/23 Intuit.cg.cfp.sp SCHEDULE C (Form 1040) Department of the Treasury Internal Revenue Service Profit or Loss From Business (Sole Proprietorship) Go to www.irs.gov/ScheduleC for instructions and the latest information. Attach to Form 1040, 1040-SR, 1040-NR, or 1041; partnerships must generally file Form 1065. OMB No. 1545-0074 2022 Attachment Sequence No. 09 Name of proprietor Social security number (SSN) A Principal business or profession, including product or service (see instructions) B Enter code from instructions C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.) E Business address (including suite or room no.) City, town or post office, state, and ZIP code F Accounting method: (1) Cash (2) Accrual (3) Other (specify) G Did you “materially participate” in the operation of this business during 2022? If “No,” see instructions for limit on losses . Yes No H If you started or acquired this business during 2022, check here .................. I Did you make any payments in 2022 that would require you to file Form(s) 1099? See instructions ........ Yes No J If “Yes,” did you or will you file required Form(s) 1099? ..................... Yes No Part I Income 1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on Form W-2 and the “Statutory employee” box on that form was checked ......... 1 2 Returns and allowances ......................... 2 3 Subtract line 2 from line 1 ........................ 3 4 Cost of goods sold (from line 42) ...................... 4 5 Gross profit. Subtract line 4 from line 3 .................... 5 6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) .... 6 7 Gross income. Add lines 5 and 6 ...................... 7 Part II Expenses. Enter expenses for business use of your home only on line 30. 8 Advertising ..... 8 9 Car and truck expenses (see instructions) . . . 9 10 Commissions and fees . 10 11 Contract labor (see instructions) 11 12 Depletion ..... 12 13 Depreciation and section 179 expense deduction (not included in Part III) (see instructions) .... 13 14 Employee benefit programs (other than on line 19) . 14 15 Insurance (other than health) 15 16 Interest (see instructions): a Mortgage (paid to banks, etc.) 16a b Other ...... 16b 17 Legal and professional services 17 18 Office expense (see instructions) . 18 19 Pension and profit-sharing plans . 19 20 Rent or lease (see instructions): a Vehicles, machinery, and equipment 20a b Other business property . . . 20b 21 Repairs and maintenance . . . 21 22 Supplies (not included in Part III) . 22 23 Taxes and licenses ..... 23 24 Travel and meals: a Travel .........24a b Deductible meals (see instructions) .......24b 25 Utilities ........ 25 26 Wages (less employment credits) 26 27 a Other expenses (from line 48) . . 27a b Reserved for future use ...27b 28 Total expenses before expenses for business use of home. Add lines 8 through 27a ....... 28 29 Tentative profit or (loss). Subtract line 28 from line 7 ................. 29 30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829 unless using the simplified method. See instructions. Simplified method filers only: Enter the total square footage of (a) your home: and (b) the part of your home used for business: . Use the Simplified Method Worksheet in the instructions to figure the amount to enter on line 30 ......... 30 31 Net profit or (loss). Subtract line 30 from line 29. • If a profit, enter on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2. (If you checked the box on line 1, see instructions.) Estates and trusts, enter on Form 1041, line 3. • If a loss, you must go to line 32. } 31 32 If you have a loss, check the box that describes your investment in this activity. See instructions. • If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2. (If you checked the box on line 1, see the line 31 instructions.) Estates and trusts, enter on Form 1041, line 3. • If you checked 32b, you must attach Form 6198. Your loss may be limited. } 32a All investment is at risk. 32b Some investment is not at risk. For Paperwork Reduction Act Notice, see the separate instructions. Schedule C (Form 1040) 2022 e-commerce 9 9 9 0 0 0 Greenkine LLC 8 4 2 8 0 9 3 4 5 Anthony J Florig 272-84-9513 PO Box 10374 Hilo, HI 96721 31,517. 31,517. 37,132. 37,132. 26,406. 26,406. 1,054. 10,726. 1,132. 2,659. 652. 244. 896. 300. 3,098. 403. 68,649. 288. 288. 68,649. BAA REV 03/22/23 Intuit.cg.cfp.sp Schedule C (Form 1040) 2022 Page 2 Part III Cost of Goods Sold (see instructions) 33 Method(s) used to value closing inventory: a Cost b Lower of cost or market c Other (attach explanation) 34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory? If “Yes,” attach explanation .......................... Yes No 35 Inventory at beginning of year. If different from last year’s closing inventory, attach explanation . . . 35 36 Purchases less cost of items withdrawn for personal use .............. 36 37 Cost of labor. Do not include any amounts paid to yourself .............. 37 38 Materials and supplies ........................ 38 39 Other costs............................ 39 40 Add lines 35 through 39 ........................ 40 41 Inventory at end of year ........................ 41 42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 ...... 42 Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must file Form 4562. 43 When did you place your vehicle in service for business purposes? (month/day/year) 44 Of the total number of miles you drove your vehicle during 2022, enter the number of miles you used your vehicle for: a Business b Commuting (see instructions) c Other 45 Was your vehicle available for personal use during off-duty hours? ............... Yes No 46 Do you (or your spouse) have another vehicle available for personal use?.............. Yes No 47a Do you have evidence to support your deduction? .................... Yes No b If “Yes,” is the evidence written? ......................... Yes No Part V Other Expenses. List below business expenses not included on lines 8–26 or line 30. 48 Total other expenses. Enter here and on line 27a ................ 48 Schedule C (Form 1040) 2022 34,263. 31,517. 31,517. 2,746. 12,000. 1,621. 18,958. 288. 288. 1,684. 01/01/2020 1,727 14,089 Google Services 80. Financial Service Fees 208. REV 03/22/23 Intuit.cg.cfp.sp SCHEDULE SE (Form 1040) 2022 Self-Employment Tax Department of the Treasury Internal Revenue Service Go to www.irs.gov/ScheduleSE for instructions and the latest information. Attach to Form 1040, 1040-SR, or 1040-NR. OMB No. 1545-0074 Attachment Sequence No. 17 Name of person with self-employment income (as shown on Form 1040, 1040-SR, or 1040-NR) Social security number of person with self-employment income Part I Self-Employment Tax Note: If your only income subject to self-employment tax is church employee income, see instructions for how to report your income and the definition of church employee income. A If you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had $400 or more of other net earnings from self-employment, check here and continue with Part I ......... Skip lines 1a and 1b if you use the farm optional method in Part II. See instructions. 1 a Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065), box 14, code A ............................. 1a b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve Program payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065), box 20, code AH 1b ( ) Skip line 2 if you use the nonfarm optional method in Part II. See instructions. 2 Net profit or (loss) from Schedule C, line 31; and Schedule K-1 (Form 1065), box 14, code A (other than farming). See instructions for other income to report or if you are a minister or member of a religious order 2 3 Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 a If line 3 is more than zero, multiply line 3 by 92.35% (0.9235). Otherwise, enter amount from line 3 . 4a Note: If line 4a is less than $400 due to Conservation Reserve Program payments on line 1b, see instructions. b If you elect one or both of the optional methods, enter the total of lines 15 and 17 here ..... 4b c Combine lines 4a and 4b. If less than $400, stop; you don’t owe self-employment tax. Exception: If less than $400 and you had church employee income, enter -0- and continue ........ 4c 5 a Enter your church employee income from Form W-2. See instructions for definition of church employee income ............. 5a b Multiply line 5a by 92.35% (0.9235). If less than $100, enter -0- ............. 5b 6 Add lines 4c and 5b ........................... 6 7 Maximum amount of combined wages and self-employment earnings subject to social security tax or the 6.2% portion of the 7.65% railroad retirement (tier 1) tax for 2022 ........... 7 147,000 8 a Total social security wages and tips (total of boxes 3 and 7 on Form(s) W-2) and railroad retirement (tier 1) compensation. If $147,000 or more, skip lines 8b through 10, and go to line 11 . . . . . . . . . . . . . . . 8a b Unreported tips subject to social security tax from Form 4137, line 10 . . . 8b c Wages subject to social security tax from Form 8919, line 10 ...... 8c d Add lines 8a, 8b, and 8c .......................... 8d 9 Subtract line 8d from line 7. If zero or less, enter -0- here and on line 10 and go to line 11 .... 9 10 Multiply the smaller of line 6 or line 9 by 12.4% (0.124) ................ 10 11 Multiply line 6 by 2.9% (0.029) ........................ 11 12 Self-employment tax. Add lines 10 and 11. Enter here and on Schedule 2 (Form 1040), line 4 .. 12 13 Deduction for one-half of self-employment tax. Multiply line 12 by 50% (0.50). Enter here and on Schedule 1 (Form 1040), line 15 ........................ 13 Part II Optional Methods To Figure Net Earnings (see instructions) Farm Optional Method. You may use this method only if (a) your gross farm income1 wasn’t more than $9,060, or (b) your net farm profits2 were less than $6,540. 14 Maximum income for optional methods ..................... 14 6,040 15 Enter the smaller of: two-thirds (2/3) of gross farm income1 (not less than zero) or $6,040. Also, include this amount on line 4b above ........................ 15 Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits3 were less than $6,540 and also less than 72.189% of your gross nonfarm income,4 and (b) you had net earnings from self-employment of at least $400 in 2 of the prior 3 years. Caution: You may use this method no more than five times. 16 Subtract line 15 from line 14......................... 16 17 Enter the smaller of: two-thirds (2/3) of gross nonfarm income4 (not less than zero) or the amount on line 16. Also, include this amount on line 4b above ................. 17 1 From Sch. F, line 9; and Sch. K-1 (Form 1065), box 14, code B. 2 From Sch. F, line 34; and Sch. K-1 (Form 1065), box 14, code A—minus the amount you would have entered on line 1b had you not used the optional method. 3 From Sch. C, line 31; and Sch. K-1 (Form 1065), box 14, code A. 4 From Sch. C, line 7; and Sch. K-1 (Form 1065), box 14, code C. For Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040) 2022 24,386. 24,386. 272-84-9513Anthony J Florig 147,000. 24,386. 1,866. 0. 707. 3,731. 3,024. 26,406. 26,406. BAA REV 03/22/23 Intuit.cg.cfp.sp Form 8880 Department of the Treasury Internal Revenue Service Credit for Qualified Retirement Savings Contributions Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form8880 for the latest information. OMB No. 1545-0074 2022 Attachment Sequence No. 54 Name(s) shown on return Your social security number F ! CAUTION You cannot take this credit if either of the following applies. • The amount on Form 1040, 1040-SR, or 1040-NR, line 11, is more than $34,000 ($51,000 if head of household; $68,000 if married filing jointly). • The person(s) who made the qualified contribution or elective deferral (a) was born after January 1, 2005; (b) is claimed as a dependent on someone else’s 2022 tax return; or (c) was a student (see instructions). (a) You (b) Your spouse 1 Traditional and Roth IRA contributions, and ABLE account contributions by the designated beneficiary for 2022. Do not include rollover contributions . . . . . 1 2 Elective deferrals to a 401(k) or other qualified employer plan, voluntary employee contributions, and 501(c)(18)(D) plan contributions for 2022 (see instructions) . . 2 3 Add lines 1 and 2 ...................... 3 4 Certain distributions received after 2019 and before the due date (including extensions) of your 2022 tax return (see instructions). If married filing jointly, include both spouses’ amounts in both columns. See instructions for an exception . . . 4 5 Subtract line 4 from line 3. If zero or less, enter -0- ........... 5 6 In each column, enter the smaller of line 5 or $2,000 .......... 6 7 Add the amounts on line 6. If zero, stop; you can’t take this credit ............ 7 8 Enter the amount from Form 1040, 1040-SR, or 1040-NR, line 11* .... 8 9 Enter the applicable decimal amount from the table below. If line 8 is— Over— But not over— And your filing status is— Married filing jointly Head of household Enter on line 9— Single, Married filing separately, or Qualifying surviving spouse --- $20,500 0.5 0.5 0.5 $20,500 $22,000 0.5 0.5 0.2 $22,000 $30,750 0.5 0.5 0.1 $30,750 $33,000 0.5 0.2 0.1 $33,000 $34,000 0.5 0.1 0.1 $34,000 $41,000 0.5 0.1 0.0 $41,000 $44,000 0.2 0.1 0.0 $44,000 $51,000 0.1 0.1 0.0 $51,000 $68,000 0.1 0.0 0.0 $68,000 --- 0.0 0.0 0.0 Note: If line 9 is zero, stop; you can’t take this credit. 9 10 Multiply line 7 by line 9 .......................... 10 11 Limitation based on tax liability. Enter the amount from the Credit Limit Worksheet in the instructions 11 12 Credit for qualified retirement savings contributions. Enter the smaller of line 10 or line 11 here and on Schedule 3 (Form 1040), line 4 ..................... 12 * See Pub. 590-A for the amount to enter if you claim any exclusion or deduction for foreign earned income, foreign housing, or income from Puerto Rico or for bona fide residents of American Samoa. For Paperwork Reduction Act Notice, see your tax return instructions. Form 8880 (2022) x 272-84-9513Anthony J Florig 2,750. 2,750. 2,750. 2,000. 2,000. 24,540. 200. 983. 200. .1 BAA REV 03/22/23 Intuit.cg.cfp.sp Form 8995 Department of the Treasury Internal Revenue Service Qualified Business Income Deduction Simplified Computation Attach to your tax return. Go to www.irs.gov/Form8995 for instructions and the latest information. OMB No. 1545-2294 2022 Attachment Sequence No. 55 Name(s) shown on return Your taxpayer identification number Note. You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction passed through from an agricultural or horticultural cooperative. See instructions. Use this form if your taxable income, before your qualified business income deduction, is at or below $170,050 ($340,100 if married filing jointly), and you aren’t a patron of an agricultural or horticultural cooperative. 1 (a) Trade, business, or aggregation name (b) Taxpayer identification number (c) Qualified business income or (loss) i ii iii iv v 2 Total qualified business income or (loss). Combine lines 1i through 1v, column (c) ...................... 2 3 Qualified business net (loss) carryforward from the prior year ....... 3 ( ) 4 Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0- 4 5 Qualified business income component. Multiply line 4 by 20% (0.20) . . . . . . . . . . . 5 6 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss) (see instructions) .................... 6 7 Qualified REIT dividends and qualified PTP (loss) carryforward from the prior year................. ........ 7 ( ) 8 Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero or less, enter -0- .................... 8 9 REIT and PTP component. Multiply line 8 by 20% (0.20) ............... 9 10 Qualified business income deduction before the income limitation. Add lines 5 and 9 . . . . . . 10 11 Taxable income before qualified business income deduction (see instructions) 11 12 Net capital gain (see instructions) ............... 12 13 Subtract line 12 from line 11. If zero or less, enter -0- ........ 13 14 Income limitation. Multiply line 13 by 20% (0.20) .................. 14 15 Qualified business income deduction. Enter the smaller of line 10 or line 14. Also enter this amount on the applicable line of your return (see instructions) . . . . . . . . . . . . . . . . . 15 16 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- . . 16 ( ) 17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than zero, enter -0- ............................. 17 ( ) For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8995 (2022) Anthony J Florig 272-84-9513 24,540. 15,778. 8,762. 1,752. 1,752. 11,590. 0. 11,590. 2,318. 1,752. 0. 0. Greenkine LLC 84-2809345 24,540. REV 03/22/23 Intuit.cg.cfp.sp FORM STATE OF HAWAII — DEPARTMENT OF TAXATION N-11 Individual Income Tax Return (Rev. 2022) RESIDENT Calendar Year 2022 OR AMENDED Return NOL Carryback IRS Adjustment First Time Filer THIS SPACE RESERVED 1 Single 2 0DUULHG¿OLQJMRLQWUHWXUQ HYHQLIRQO\RQHKDGLQFRPH 3 0DUULHG¿OLQJVHSDUDWHUHWXUQ(QWHUVSRXVH¶V661DQG WKH¿UVWIRXUOHWWHUVRIODVWQDPHDERYH(QWHUVSRXVH¶VIXOO QDPHKHUH_____________________________________ 4 +HDGRIKRXVHKROG ZLWKTXDOLI\LQJSHUVRQ ,IWKHTXDOLI\LQJ SHUVRQLVDFKLOGEXWQRW\RXUGHSHQGHQWHQWHUWKHFKLOG¶VIXOO QDPH h __________________________________ 5 4XDOLI\LQJZLGRZ HU VHHSDJHRIWKH,QVWUXFWLRQV • ATTACH CHECK OR MONEY ORDER HERE • • ATTACH COPY 2 OF FORM W-2 HERE • FORM N-11 (REV. 2022) DO NOT WRITE IN THIS AREA Fiscal Year and Beginning Ending IMPORTANT — Complete this Section (QWHUWKH¿UVWIRXUOHWWHUV RI\RXUODVWQDPH 8VH ALL CAPITALOHWWHUV <RXU6RFLDO 6HFXULW\1XPEHU 'HFHDVHG 'DWHRI'HDWK (QWHUWKH¿UVWIRXUOHWWHUV RI\RXU6SRXVH¶VODVWQDPH 8VH ALL CAPITALOHWWHUV 6SRXVH V6RFLDO 6HFXULW\1XPEHU 'HFHDVHG 'DWHRI'HDWK <RXU)LUVW1DPH 0, <RXU/DVW1DPH 6Xႈ[ 6SRXVH¶V)LUVW1DPH 0, 6SRXVH¶V/DVW1DPH 6Xႈ[ &DUH2I(See Instructions, page 7.) 3UHVHQWPDLOLQJRU KRPHDGGUHVV 1XPEHUDQGVWUHHWLQFOXGLQJ5XUDO5RXWH &LW\WRZQRUSRVWRႈFH 6WDWH 3RVWDO=,3FRGH ,I)RUHLJQDGGUHVVHQWHU3URYLQFHDQGRU6WDWH &RXQWU\ 6a <RXUVHOI ............................................. $JHRURYHU ........................................................ 6b 6SRXVH ............................................. $JHRURYHU ........................................................} 6c and 6d 6e 7RWDOQXPEHURIH[HPSWLRQVFODLPHG$GGQXPEHUVHQWHUHGLQER[HV6a thru 6dDERYH .............................................. Dependents: ,IPRUHWKDQGHSHQGHQWV 'HSHQGHQW¶VVRFLDO )LUVWDQGODVWQDPH XVHDWWDFKPHQW VHFXULW\QXPEHU 5HODWLRQVKLS (QWHUQXPEHURI \RXUFKLOGUHQOLVWHG...6c ¤ (QWHUQXPEHURI RWKHUGHSHQGHQWV.....6d ¤ 6e ¤ FOR OFFICE USE ONLY N111E3T4 (Place an X in only ONE box) CAUTION: If you can be claimed as a dependent on another person’s tax return (such as your parents’), DO NOT place an X on line 6a, but be sure to place an X above line 21. ,I\RXSODFHGDQ;RQOLQHVDQGEDERYHVHHWKH,QVWUXFWLRQVRQSDJHDQGLI\RXUVSRXVHPHHWVWKHTXDOL¿FDWLRQVSOD FHDQ;KHUH Do NOT Submit a Photocopy!! Enter the number of Xs on 6a and 6b .................¤ 1 0 0 1 FLOR 272 - 84 - 9513 ANTHONY J FLORIG PO BOX 10374 HILO HI 96721 N11_T 2022A 01 VID52 REV 02/17/23 INTUIT.CG.CFP.SP ID NO 52 FORM N-11 (REV. 2022) Form N-11 (Rev. 2022) Page 2 of 4 ROUND TO THE NEAREST DOLLAR 7 Federal adjusted gross income (AGI) (see page 11 of the Instructions) ....................................... 7 8 'LႇHUHQFHLQVWDWHIHGHUDOZDJHVGXHWR&2/$(56 etc. (see page 11 of the Instructions) ...................................8 9 Interest on out-of-state bonds (including municipal bonds) ..................................................9 10 2WKHU+DZDLLDGGLWLRQVWRIHGHUDO$*, (see page 11 of the Instructions) ........................................10 11 Add lines 8 through 10 ..................Total Hawaii additions to federal AGI 11 12 Add lines 7 and 11 .................................. ....................................................................................... 12 13 3HQVLRQVWD[HGIHGHUDOO\EXWQRWWD[HGE\+DZDLL (see page 13 of the Instructions) .................... ....................13 14 6RFLDOVHFXULW\EHQH¿WVWD[HGRQIHGHUDOUHWXUQ .................14 15 )LUVW......................21a 21b 7D[HV IURP:RUNVKHHW$ ............................................21b 21c Interest expense (from Worksheet A-3) ............................21c 21d &RQWULEXWLRQV IURP:RUNVKHHW$ ................................21d 21e &DVXDOW\DQGWKHIWORVVHV IURP:RUNVKHHW$ ..............21e 21f Miscellaneous deductions (from Worksheet A-6) .............21f 23 ,I\RXFKHFNHG¿OLQJVWDWXVER[RUHQWHU RUHQWHUHQWHU ........................................................Standard Deduction h 23 24 /LQHPLQXVOLQHRUZKLFKHYHUDSSOLHV 7KLVOLQH0867EH¿OOHGLQ .................. 24 N112E3T4 CAUTION: If you can be claimed as a dependent on another person’s return, see the Instructions on page 15, and place an X here. TOTAL ITEMIZED DEDUCTIONS 22 Add lines 21a through 21f. If your Hawaii adjusted gross income is above a certain amount, you may not be able to deduct all of your itemized deductions. See the Instructions on page 19. Enter total here and go to line 24. Your Social Security Number Your Spouse’s SSN Name(s) as shown on return 24540 0 24540 0 24540 272 - 84 - 9513 ANTHONY J FLORIG 2200 22340 REV 02/17/23 INTUIT.CG.CFP.SP ID NO 52 N11_T 2022A 02 VID52 FORM N-11 (REV. 2022) Form N-11 (Rev. 2022) Page 3 of 4 27a If tax is from the Capital Gains Tax Worksheet, enter the net capital gain from line 14 of that worksheet ...........27a 28 Refundable Food/Excise Tax Credit (attach Form N-311) DHS, etc. exemptions ....28 29 Credit for Low-Income Household Renters (attach Schedule X) ..............................................29 30 Credit for Child and Dependent Care Expenses (attach Schedule X) ..................................30 31 Credit for Child Passenger Restraint System(s) (attach a copy of the invoice) ............................31 32 Total refundable tax credits from Schedule CR (attach Schedule CR) ...................................32 33 Add lines 28 through 32 .................................................................Total Refundable Credits h 33 34 Line 27 minus line 33. If line 34 is zero or less, see Instructions. .......Adjusted Tax Liability h 34 35 Total nonrefundable tax credits (attach Schedule CR) .................................................... .............. 35 36 Line 34 minus line 35 .................................................................................................Balance h 36 37 Hawaii State Income tax withheld (attach W-2s) (see page 22 of the Instructions for other attachments) ...................37 38 2022 estimated tax payments ............................................38 39 Amount of estimated tax applied from 2021 return ............39 40 Amount paid with extension ...............................................40 41 Add lines 37 through 40 .................................. ...............................................Total Payments h 41 42 If line 41 is larger than line 36, enter the amount OVERPAID (line 41 minus line 36) (see Instructions) . 42 43 Contributions to (see page 22 of the Instructions): ........................ Yourself Spouse 43a Hawaii Schools Repairs and Maintenance Fund ..................... $2 $2 43b Hawaii Public Libraries Fund ................................................... $5 $5 43c Domestic and Sexual Violence / Child Abuse and Neglect Funds ............. $5 $5 N113E3T4 44 Add the amounts of the Xs on lines 43a through 43c and enter the total here ............................. 44 45 Line 42 minus line 44 ................................................ ........................................................ 45 25 Multiply $1,144 by the total number of exemptions claimed on line 6e. If you and/or your spouse are blind, deaf, or disabled, place an X in the applicable box(es), and see page 20 of the Instructions. Yourself Spouse ............................................................................................ ... 25 26 Taxable Income. Line 24 minus line 25 (but not less than zero) ..................Taxable Income h 26 27 Tax. Place an X if from Tax Table; Tax Rate Schedule; or Capital Gains Tax Worksheet on page 33 of the Instructions. ( Place an X if tax from Forms N-2, N-103, N-152, N-168, N-312, N-338, N-344, N-348, N-405, N-586, N-615, or N-814 is included.) ..............................................Tax h 27 Your Social Security Number Your Spouse’s SSN Name(s) as shown on return 55 55 0 272 - 84 - 9513 ANTHONY J FLORIG 1144 21196 1150 1095 0 1095 0 0 0 0 REV 02/17/23 INTUIT.CG.CFP.SP ID NO 52 N11_T 2022A 03 VID52 FORM N-11 (REV. 2022) 46 Amount of line 45 to be applied to your 2023 ESTIMATED TAX .................... ..................................46 47a Amount to be REFUNDED TO YOU OLQHPLQXVOLQH ,I¿OLQJODWH VHHSDJHRI,QVWUXFWLRQV ........................................................................................................... 47a 47b 5RXWLQJQXPEHU 47c Type: &KHFNLQJ 6DYLQJV 47d $FFRXQWQXPEHU 48 AMOUNT YOU OWE OLQHPLQXVOLQH ............................................................................... 48 49 PAYMENT AMOUNT 6XEPLWSD\PHQWRQOLQHDWKLWD[KDZDLLJRYRUDWWDFKFKHFNRU PRQH\RUGHUSD\DEOHWR³+DZDL L6WDWH7D[&ROOHFWRU´ .................................................................. 49 51 AMENDED RETURN ONLY – Amount paid (overpaid) on original return. (See Instructions) (attach Sch. AMD)....... 51 52 AMENDED RETURN ONLY – Balance due (refund) with amended return. (See Instructions) (attach Sch. AMD) ..... 52 53 'LG\RX¿OHDIHGHUDO6FKHGXOH&" Yes 1R ,I\HVHQWHUHawaiiJURVVUHFHLSWV \RXUPDLQEXVLQHVVDFWLYLW\ \RXUPDLQEXVLQHVVSURGXFW AND\RXU+,7D[,'1RIRUWKLVDFWLYLW\GE 54 'LG\RX¿OHDIHGHUDO6FKHGXOH ( ,I\HVHQWHUHawaiiJURVVUHQWVUHFHLYHG IRUDQ\UHQWDODFWLYLW\" Yes No AND\RXU+,7D[,'1RIRUWKLVDFWLYLW\GE 55 'LG\RX¿OHDIHGHUDO6FKHGXOH)" Yes No ,I\HVHQWHUHawaiiJURVVUHFHLSWV \RXUPDLQEXVLQHVVDFWLYLW\ \RXUPDLQEXVLQHVVSURGXFW AND\RXU+,7D[,'1RIRUWKLVDFWLYLW\GE ,IGHVLJQDWLQJDQRWKHUSHUVRQWRGLVFXVVWKLVUHWXU QZLWKWKH+DZDLL'HSDUWPHQWRI7D[DWLRQFRPSOHWHWKHIROORZLQJ7KLVLVQRWDIXOOSRZHURI DWWRUQH\6HHSDJHRIWKH,QVWUXFWLRQV 'HVLJQHH¶VQDPH Phone no. ,GHQWL¿FDWLRQQXPEHU HAWAII ELECTION ,QGLFDWHLI\RXZDQWWRJRWRWKH+DZDLL(OHFWLRQ&DPSDLJQ)XQG Yes CAMPAIGN FUND ,IMRLQWUHWXUQLQGLFDWHLI\RXUVSRXVHGHVLJQDWHVWRWKHIXQG Yes DECLARATION — ,GHFODUHXQGHUWKHSHQDOWLHVVHWIRUWKLQVHFWLRQ+56WKDWWKLVUHWXUQ LQFOXGLQJDFFRPSDQ\LQJVFKHGXOHVRUVWDWHPHQWV KDVEHHQH[DPLQHGE\PHDQGWRWKHEHVW RIP\NQRZOHGJHDQGEHOLHILVDWUXHFRUUHFWDQGFRPSOHWHUHWXUQPDGHLQJRRGIDLWKIRUWKHWD[DEOH\HDUVWDWHGSXUVXDQWWRWKH+DZDLL,QFRPH7D[/DZ &KDSWHU+56 6HHSDJHRIWKH,QVWUXFWLRQV Form N-11 (Rev. 2022) Page 4 of 4 N114E3T4 DESIGNEE PLEASE SIGN HERE Preparer’s Date PTIN Signature h Print Preparer’s Name h Firm’s name (or yours if self-employed), Address, and ZIP Code Paid Preparer’s Information hh h ¤ Your signature Date Spouse’s signature LI¿OLQJMRLQWO\%27+PXVWVLJQ Date h h Your Occupation Daytime Phone Number Your Spouse’s Occupation Daytime Phone Number Place an X in this box if this refund will ultimately be deposited to a foreign (non-U.S.) bank. Do not complete lines 47b, 47c, or 47d. Your Social Security Number Your Spouse’s SSN Name(s) as shown on return 50 Estimated tax penalty. (See page 23 of Instructions.) Do not include on line 42 or 48. Place an X in this box if Form N-210 is attached h .....................50 Note: Placing an X in the “Yes” box will not change your tax or refund. SELF PREPARED (808)854-6483 272 - 84 - 9513 PROGRAM MANAGER ANTHONY J FLORIG 0 1095 35 1130 MARKETING CONTRACT SERV 68649 036474726401 REV 02/17/23 INTUIT.CG.CFP.SPID NO 52 N11_T 2022A 04 VID52 Proﬁt and Loss Statement - 2022 INCOME Gross Revenue $68,649.00 Cost of Goods Sold Total Cost $31,516.53 Gross Profit $37,132.47 Operating Expenses Total Expenses $10,725.41 Net Profit $26,407.06 January February March April May June July August September October November December Total Big Island Box $1,151.45 $2,204.83 $4,332.51 $1,092.65 $236.40 $577.70 $94.56 $1,145.70 $367.06 $2,939.33 $1,225.76 $2,727.86 $18,095.81 Ho'ola Farms $2,220.00 $3,200.00 $5,820.00 $5,593.19 $6,860.00 $5,060.00 $5,640.00 $4,360.00 $5,420.00 $6,380.00 $50,553.19 $3,371.45 $5,404.83 $4,332.51 $6,912.65 $5,829.59 $7,437.70 $5,154.56 $6,785.70 $4,727.06 $8,359.33 $7,605.76 $2,727.86 January February March April May June July August September October November December Inventory $965.68 $3,501.88 $4,495.55 $373.59 $786.51 $3,645.04 $924.17 $692.57 $693.81 $1,817.20 $17,896.00 Cost of Labor $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $12,000.00 Materials and Supplies $1,620.53 $1,620.53 $3,586.21 $4,501.88 $5,495.55 $1,373.59 $1,786.51 $1,000.00 $1,000.00 $4,645.04 $1,924.17 $1,692.57 $1,693.81 $2,817.20 -$214.76 $902.95 -$1,163.04 $5,539.06 $4,043.08 $6,437.70 $4,154.56 $2,140.66 $2,802.89 $6,666.76 $5,911.95 -$89.34 January February March April May June July August September October November December Advertising $1,106.85 $411.32 $204.81 $49.46 $12.95 $351.94 $96.70 $65.47 $25.90 $25.16 $248.10 $60.34 $2,659.00 Office Expenses $421.16 $368.91 $532.82 $234.79 $73.83 $123.67 $226.64 $25.34 $350.08 $88.27 $65.58 $586.91 $3,098.00 Supplies $133.15 $112.10 $21.96 $74.75 $68.81 $240.79 $651.56 Insurance $22.50 $22.50 $22.50 $22.50 $22.50 $22.50 $22.50 $22.50 $22.50 $75.00 $22.50 $300.00 $99.63 $104.46 $51.21 $51.21 $109.73 $109.73 $83.60 $97.10 $88.83 $88.83 $12.00 $896.33 Taxes and Licenses $73.50 $56.06 $233.94 $13.50 $26.00 $403.00 Vehicle Expenses $165.46 $59.17 $436.00 $61.67 $55.13 $150.00 $57.36 $69.21 $1,054.00 Meals $39.50 $28.98 $140.17 $35.69 $244.34 Utilities $116.67 $151.92 $126.41 $51.84 $123.31 $51.86 $101.88 $82.96 $110.29 $44.88 $87.38 $82.60 $1,132.00 Other Expenses $4.13 $79.77 $15.74 $23.54 $28.00 $28.00 $51.66 $14.00 $32.41 $9.93 $287.18 $2,182.55 $1,147.26 $1,105.91 $925.57 $419.73 $738.37 $943.26 $414.19 $724.01 $614.33 $507.16 $1,003.07 -$2,397.31 -$244.31 -$2,268.95 $4,613.49 $3,623.35 $5,699.33 $3,211.30 $1,726.47 $2,078.88 $6,052.43 $5,404.79 -$1,092.41 Legal & Professional Servic Balance Sheet 2022 DATE - 12/31/2022 Cash & Cash Equivalents $9,475.37 Short-term Debts $2,607.90 Inventory $2,746.00 Wages Payable $0.00 Accounts Receivable $3,280.00 Dividends Payable $2,000.00 Prepaid Expenses $0.00 Accounts Payable $396.00 Short-Term Investments $0.00 Income Taxes Payable $1,095.00 Long-term Investments $0.00 Long-term Debts $3,777.76 Property Costs $0.00 Notes Payable $0.00 Equipment Costs $0.00 Intangible Assets $10,000.00 $0.00 Owner's Investment $14,967.65 Retained Earnings $657.06 $0.00 Other equity ASSETS LIABILITIES Current Assets Current Liabilities Total Current Assets $15,501.37 Total Current Liabilities $6,098.90 Fixed Assets Long Term Liabilities Total Long-Term Liabilities $3,777.76 Total Liabilities $9,876.66 Total Fixed Assets $10,000.00 OWNER'S EQUITY Other Assets Total Other Assets TOTAL ASSETS $25,501.37 Total Owner's Equity $15,624.71 $25,501.37T OTAL LIABILITIES & OWNER'S EQUITY Form 1040 2023 U.S. Individual Income Tax Return Department of the Treasury—Internal Revenue Service OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space. For the year Jan. 1–Dec. 31, 2023, or other tax year beginning , 2023, ending , 20 See separate instructions. Your first name and middle initial Last name Your social security number If joint return, spouse’s first name and middle initial Last name Spouse’s social security number Home address (number and street). If you have a P.O. box, see instructions. Apt. no. City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code Foreign country name Foreign province/state/county Foreign postal code Presidential Election Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund. You Spouse Filing Status Check only one box. Single Head of household (HOH) Married filing jointly (even if only one had income) Married filing separately (MFS) Qualifying surviving spouse (QSS) If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child’s name if the qualifying person is a child but not your dependent: Digital Assets At any time during 2023, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) Yes No Standard Deduction Someone can claim: You as a dependent Your spouse as a dependent Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You: Were born before January 2, 1959 Are blind Spouse: Was born before January 2, 1959 Is blind Dependents (see instructions): If more than four dependents, see instructions and check here . . (2) Social security number (3) Relationship to you (4) Check the box if qualifies for (see instructions): (1) First name Last name Child tax credit Credit for other dependents Income Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld. If you did not get a Form W-2, see instructions. 1 a Total amount from Form(s) W-2, box 1 (see instructions) ............. 1a b Household employee wages not reported on Form(s) W-2 ............. 1b c Tip income not reported on line 1a (see instructions) .............. 1c d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) ........ 1d e Taxable dependent care benefits from Form 2441, line 26 ............ 1e f Employer-provided adoption benefits from Form 8839, line 29 ........... 1f g Wages from Form 8919, line 6 ..................... 1g h Other earned income (see instructions) .................. 1h i Nontaxable combat pay election (see instructions) ....... 1i z Add lines 1a through 1h ...................... 1z Attach Sch. B if required. 2a Tax-exempt interest . . . 2a b Taxable interest ..... 2b 3a Qualified dividends . . . 3a b Ordinary dividends ..... 3b 4a IRA distributions .... 4a b Taxable amount ...... 4b 5a Pensions and annuities . . 5a b Taxable amount ...... 5b 6a Social security benefits . . 6a b Taxable amount ...... 6b c If you elect to use the lump-sum election method, check here (see instructions) ..... 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here ..... 7 8 Additional income from Schedule 1, line 10 ................. 8 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income .......... 9 10 Adjustments to income from Schedule 1, line 26 ............... 10 11 Subtract line 10 from line 9. This is your adjusted gross income .......... 11 Standard Deduction for— • Single or Married filing separately, $13,850 • Married filing jointly or Qualifying surviving spouse, $27,700 • Head of household, $20,800 • If you checked any box under Standard Deduction, see instructions. 12 Standard deduction or itemized deductions (from Schedule A) .......... 12 13 Qualified business income deduction from Form 8995 or Form 8995-A ......... 13 14 Add lines 12 and 13 ........................ 14 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income . . . . . 15 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2023) Florig PO Box 10374 Hilo HI 96721 51,507. 51,507. 3,639. 47,868. 13,850. 6,804. 20,654. 27,214. Anthony J 272 84 9513 Form 1040 (2023) Page 2 Tax and Credits 16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 .. 16 17 Amount from Schedule 2, line 3 .................... 17 18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 19 Child tax credit or credit for other dependents from Schedule 8812 .......... 19 20 Amount from Schedule 3, line 8 .................... 20 21 Add lines 19 and 20 ........................ 21 22 Subtract line 21 from line 18. If zero or less, enter -0- .............. 22 23 Other taxes, including self-employment tax, from Schedule 2, line 21 ......... 23 24 Add lines 22 and 23. This is your total tax ................. 24 Payments 25 Federal income tax withheld from: a Form(s) W-2 .................. 25a b Form(s) 1099 .................. 25b c Other forms (see instructions) ............. 25c d Add lines 25a through 25c ...................... 25d 26 2023 estimated tax payments and amount applied from 2022 return .......... 26If you have a qualifying child, attach Sch. EIC. 27 Earned income credit (EIC) .............. 27 28 Additional child tax credit from Schedule 8812 ........ 28 29 American opportunity credit from Form 8863, line 8 ....... 29 30 Reserved for future use ............... 30 31 Amount from Schedule 3, line 15 ............ 31 32 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits . . 32 33 Add lines 25d, 26, and 32. These are your total payments ............ 33 Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid .. 34 35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here .... 35a Direct deposit? See instructions. b Routing number c Type: Checking Savings d Account number 36 Amount of line 34 you want applied to your 2024 estimated tax ... 36 Amount You Owe 37 Subtract line 33 from line 24. This is the amount you owe. For details on how to pay, go to www.irs.gov/Payments or see instructions . . . . . . . . 37 38 Estimated tax penalty (see instructions) .......... 38 Third Party Designee Do you want to allow another person to discuss this return with the IRS? See instructions . . . . . . . . . . . . . . . . . . . . . Yes. Complete below. No Designee’s name Phone no. Personal identification number (PIN) Sign Here Joint return? See instructions. Keep a copy for your records. Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Your signature Date Your occupation If the IRS sent you an Identity Protection PIN, enter it here (see inst.) Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.) Phone no. Email address Paid Preparer Use Only Preparer’s name Preparer’s signature Date PTIN Check if: Self-employed Firm’s name Phone no. Firm’s address Firm’s EIN Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2023) X X X X X X X X X X X X X X X X X X X X X X X X X X Independent Contractor (808)854-6483 Self-Prepared 3,047. 3,047. 3,047. 7,277. 10,324. 7,555. 231. No 3,000. 3,000. 3,000. BAA REV 04/03/24 Intuit.cg.cfp.sp SCHEDULE 1 (Form 1040) 2023 Additional Income and Adjustments to Income Department of the Treasury Internal Revenue Service Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form1040 for instructions and the latest information. OMB No. 1545-0074 Attachment Sequence No. 01 Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number Part I Additional Income 1 Taxable refunds, credits, or offsets of state and local income taxes ......... 1 2a Alimony received ........................... 2a b Date of original divorce or separation agreement (see instructions): 3 Business income or (loss). Attach Schedule C ................. 3 4 Other gains or (losses). Attach Form 4797 .................. 4 5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . 5 6 Farm income or (loss). Attach Schedule F ................... 6 7 Unemployment compensation ....................... 7 8 Other income: a Net operating loss ................... 8a ( ) b Gambling ...................... 8b c Cancellation of debt .................. 8c d Foreign earned income exclusion from Form 2555 ....... 8d ( ) e Income from Form 8853 ................. 8e f Income from Form 8889 ................. 8f g Alaska Permanent Fund dividends ............. 8g h Jury duty pay ..................... 8h i Prizes and awards ................... 8i j Activity not engaged in for profit income ........... 8j k Stock options ..................... 8k l Income from the rental of personal property if you engaged in the rental for profit but were not in the business of renting such property . . . 8l m Olympic and Paralympic medals and USOC prize money (see instructions) ..................... 8m n Section 951(a) inclusion (see instructions) .......... 8n o Section 951A(a) inclusion (see instructions) .......... 8o p Section 461(l) excess business loss adjustment ........ 8p q Taxable distributions from an ABLE account (see instructions) . . . 8q r Scholarship and fellowship grants not reported on Form W-2 . . . 8r s Nontaxable amount of Medicaid waiver payments included on Form 1040, line 1a or 1d ................... 8s ( ) t Pension or annuity from a nonqualifed deferred compensation plan or a nongovernmental section 457 plan ............ 8t u Wages earned while incarcerated ............. 8u z Other income. List type and amount: 8z 9 Total other income. Add lines 8a through 8z .................. 9 10 Combine lines 1 through 7 and 9. This is your additional income. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 8 ..................... 10 For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2023 Anthony J Florig 272-84-9513 51,507. 51,507. Schedule 1 (Form 1040) 2023 Page 2 Part II Adjustments to Income 11 Educator expenses ........................... 11 12 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 ........................ 12 13 Health savings account deduction. Attach Form 8889 .............. 13 14 Moving expenses for members of the Armed Forces. Attach Form 3903 ....... 14 15 Deductible part of self-employment tax. Attach Schedule SE ........... 15 16 Self-employed SEP, SIMPLE, and qualified plans ................ 16 17 Self-employed health insurance deduction .................. 17 18 Penalty on early withdrawal of savings .................... 18 19a Alimony paid ............................. 19a b Recipient’s SSN ...................... c Date of original divorce or separation agreement (see instructions): 20 IRA deduction ...................... ....... 20 21 Student loan interest deduction ...................... 21 22 Reserved for future use ......................... 22 23 Archer MSA deduction ......................... 23 24 Other adjustments: a Jury duty pay (see instructions) .............. 24a b Deductible expenses related to income reported on line 8l from the rental of personal property engaged in for profit ........ 24b c Nontaxable amount of the value of Olympic and Paralympic medals and USOC prize money reported on line 8m .......... 24c d Reforestation amortization and expenses ........... 24d e Repayment of supplemental unemployment benefits under the Trade Act of 1974 ...................... 24e f Contributions to section 501(c)(18)(D) pension plans ....... 24f g Contributions by certain chaplains to section 403(b) plans .... 24g h Attorney fees and court costs for actions involving certain unlawful discrimination claims (see instructions) ............ 24h i Attorney fees and court costs you paid in connection with an award from the IRS for information you provided that helped the IRS detect tax law violations ................... 24i j Housing deduction from Form 2555 ............. 24j k Excess deductions of section 67(e) expenses from Schedule K-1 (Form 1041) ........................ 24k z Other adjustments. List type and amount: 24z 25 Total other adjustments. Add lines 24a through 24z ............... 25 26 Add lines 11 through 23 and 25. These are your adjustments to income. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 10 .................. 26 Schedule 1 (Form 1040) 2023 3,639. 3,639. BAA REV 04/03/24 Intuit.cg.cfp.sp SCHEDULE 2 (Form 1040) 2023 Additional Taxes Department of the Treasury Internal Revenue Service Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form1040 for instructions and the latest information. OMB No. 1545-0074 Attachment Sequence No. 02 Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number Part I Tax 1 Alternative minimum tax. Attach Form 6251 ................ 1 2 Excess advance premium tax credit repayment. Attach Form 8962 ....... 2 3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . . 3 Part II Other Taxes 4 Self-employment tax. Attach Schedule SE ................. 4 5 Social security and Medicare tax on unreported tip income. Attach Form 4137 .................. 5 6 Uncollected social security and Medicare tax on wages. Attach Form 8919 ..................... 6 7 Total additional social security and Medicare tax. Add lines 5 and 6 ...... 7 8 Additional tax on IRAs or other tax-favored accounts. Attach Form 5329 if required. If not required, check here ..................... 8 9 Household employment taxes. Attach Schedule H ............. 9 10 Repayment of first-time homebuyer credit. Attach Form 5405 if required ..... 10 11 Additional Medicare Tax. Attach Form 8959 ................ 11 12 Net investment income tax. Attach Form 8960 ............... 12 13 Uncollected social security and Medicare or RRTA tax on tips or group-term life insurance from Form W-2, box 12 .................... 13 14 Interest on tax due on installment income from the sale of certain residential lots and timeshares ............................ 14 15 Interest on the deferred tax on gain from certain installment sales with a sales price over $150,000 ............................ 15 16 Recapture of low-income housing credit. Attach Form 8611 .......... 16 (continued on page 2) For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 2 (Form 1040) 2023 272-84-9513Anthony J Florig 7,277. Schedule 2 (Form 1040) 2023 Page 2 Part II Other Taxes (continued) 17 Other additional taxes: a Recapture of other credits. List type, form number, and amount: 17a b Recapture of federal mortgage subsidy, if you sold your home see instructions ................... 17b c Additional tax on HSA distributions. Attach Form 8889 .... 17c d Additional tax on an HSA because you didn’t remain an eligible individual. Attach Form 8889 .............. 17d e Additional tax on Archer MSA distributions. Attach Form 8853 . 17e f Additional tax on Medicare Advantage MSA distributions. Attach Form 8853 ..................... 17f g Recapture of a charitable contribution deduction related to a fractional interest in tangible personal property ....... 17g h Income you received from a nonqualified deferred compensation plan that fails to meet the requirements of section 409A . . . 17h i Compensation you received from a nonqualified deferred compensation plan described in section 457A ....... 17i j Section 72(m)(5) excess benefits tax ........... 17j k Golden parachute payments .............. 17k l Tax on accumulation distribution of trusts ......... 17l m Excise tax on insider stock compensation from an expatriated corporation ..................... 17m n Look-back interest under section 167(g) or 460(b) from Form 8697 or 8866 .................... 17n o Tax on non-effectively connected income for any part of the year you were a nonresident alien from Form 1040-NR .... 17o p Any interest from Form 8621, line 16f, relating to distributions from, and dispositions of, stock of a section 1291 fund .... 17p q Any interest from Form 8621, line 24 ........... 17q z Any other taxes. List type and amount: 17z 18 Total additional taxes. Add lines 17a through 17z .............. 18 19 Reserved for future use ........................ 19 20 Section 965 net tax liability installment from Form 965-A . . . 20 21 Add lines 4, 7 through 16, and 18. These are your total other taxes. Enter here and on Form 1040 or 1040-SR, line 23, or Form 1040-NR, line 23b ......... 21 Schedule 2 (Form 1040) 2023 7,277. BAA REV 04/03/24 Intuit.cg.cfp.sp SCHEDULE 3 (Form 1040) 2023 Additional Credits and Payments Department of the Treasury Internal Revenue Service Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form104 0 for instructions and the latest information. OMB No. 1545-0074 Attachment Sequence No. 03 Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number Part I Nonrefundable Credits 1 Foreign tax credit. Attach Form 1116 if required .............. 1 2 Credit for child and dependent care expenses from Form 2441, line 11. Attach Form 2441 ............................. 2 3 Education credits from Form 8863, line 19 ................. 3 4 Retirement savings contributions credit. Attach Form 8880 .......... 4 5a Residential clean energy credit from Form 5695, line 15 ........... 5a b Energy efficient home improvement credit from Form 5695, line 32 ...... 5b 6 Other nonrefundable credits: a General business credit. Attach Form 3800 ........ 6a b Credit for prior year minimum tax. Attach Form 8801 .... 6b c Adoption credit. Attach Form 8839 ............ 6c d Credit for the elderly or disabled. Attach Schedule R ..... 6d e Reserved for future use ................ 6e f Clean vehicle credit. Attach Form 8936 .......... 6f g Mortgage interest credit. Attach Form 8396 ........ 6g h District of Columbia first-time homebuyer credit. Attach Form 8859 6h i Qualified electric vehicle credit. Attach Form 8834 ..... 6i j Alternative fuel vehicle refueling property credit. Attach Form 8911 6j k Credit to holders of tax credit bonds. Attach Form 8912 . . . 6k l Amount on Form 8978, line 14. See instructions ...... 6l m Credit for previously owned clean vehicles. Attach Form 8936 . 6m z Other nonrefundable credits. List type and amount: 6z 7 Total other nonrefundable credits. Add lines 6a through 6z .......... 7 8 Add lines 1 through 4, 5a, 5b, and 7. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 20 ........................... 8 (continued on page 2) For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 3 (Form 1040) 2023 Anthony J Florig 272-84-9513 Schedule 3 (Form 1040) 2023 Page 2 Part II Other Payments and Refundable Credits 9 Net premium tax credit. Attach Form 8962 ................. 9 10 Amount paid with request for extension to file (see instructions) ........ 10 11 Excess social security and tier 1 RRTA tax withheld ............. 11 12 Credit for federal tax on fuels. Attach Form 4136 .............. 12 13 Other payments or refundable credits: a Form 2439 ..................... 13a b 13b c 13c d Credit for repayment of amounts included in income from earlier years ........................ 13d Elective payment election amount from Form 3800, Part III, line 6, column (i) ..................... Deferred amount of net 965 tax liability (see instructions) . . . z Other payments or refundable credits. List type and amount: 13z 14 Total other payments or refundable credits. Add lines 13a through 13z ..... 14 15 Add lines 9 through 12 and 14. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 31 ............................... 15 Schedule 3 (Form 1040) 2023 3,000. 3,000. BAA REV 04/03/24 Intuit.cg.cfp.sp SCHEDULE C (Form 1040) Department of the Treasury Internal Revenue Service Profit or Loss From Business (Sole Proprietorship) Attach to Form 1040, 1040-SR, 1040-SS, 1040-NR, or 1041; partnerships must generally file Form 1065. Go to www.irs.gov/ScheduleC for instructions and the latest information. OMB No. 1545-0074 2023 Attachment Sequence No. 09 Name of proprietor Social security number (SSN) A Principal business or profession, including product or service (see instructions) B Enter code from instructions C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.) E Business address (including suite or room no.) City, town or post office, state, and ZIP code F Accounting method: (1) Cash (2) Accrual (3) Other (specify) G Did you “materially participate” in the operation of this business during 2023? If “No,” see instructions for limit on losses . Yes No H If you started or acquired this business during 2023, check here .................. I Did you make any payments in 2023 that would require you to file Form(s) 1099? See instructions ........ Yes No J If “Yes,” did you or will you file required Form(s) 1099? ..................... Yes No Part I Income 1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on Form W-2 and the “Statutory employee” box on that form was checked ......... 1 2 Returns and allowances ......................... 2 3 Subtract line 2 from line 1 ........................ 3 4 Cost of goods sold (from line 42) ...................... 4 5 Gross profit. Subtract line 4 from line 3 .................... 5 6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) .... 6 7 Gross income. Add lines 5 and 6 ...................... 7 Part II Expenses. Enter expenses for business use of your home only on line 30. 8 Advertising ..... 8 9 Car and truck expenses (see instructions) . . . 9 10 Commissions and fees . 10 11 Contract labor (see instructions) 11 12 Depletion ..... 12 13 Depreciation and section 179 expense deduction (not included in Part III) (see instructions) .... 13 14 Employee benefit programs (other than on line 19) . 14 15 Insurance (other than health) 15 16 Interest (see instructions): a Mortgage (paid to banks, etc.) 16a b Other ...... 16b 17 Legal and professional services 17 18 Office expense (see instructions) . 18 19 Pension and profit-sharing plans . 19 20 Rent or lease (see instructions): a Vehicles, machinery, and equipment 20a b Other business property . . . 20b 21 Repairs and maintenance . . . 21 22 Supplies (not included in Part III) . 22 23 Taxes and licenses ..... 23 24 Travel and meals: a Travel .........24a b Deductible meals (see instructions) 24b 25 Utilities ........ 25 26 Wages (less employment credits) 26 27 a Other expenses (from line 48) . . 27a b Energy efficient commercial bldgs deduction (attach Form 7205) . . 27b 28 Total expenses before expenses for business use of home. Add lines 8 through 27b ....... 28 29 Tentative profit or (loss). Subtract line 28 from line 7 ................. 29 30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829 unless using the simplified method. See instructions. Simplified method filers only: Enter the total square footage of (a) your home: and (b) the part of your home used for business: . Use the Simplified Method Worksheet in the instructions to figure the amount to enter on line 30 ......... 30 31 Net profit or (loss). Subtract line 30 from line 29. • If a profit, enter on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2. (If you checked the box on line 1, see instructions.) Estates and trusts, enter on Form 1041, line 3. • If a loss, you must go to line 32. } 31 32 If you have a loss, check the box that describes your investment in this activity. See instructions. • If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2. (If you checked the box on line 1, see the line 31 instructions.) Estates and trusts, enter on Form 1041, line 3. • If you checked 32b, you must attach Form 6198. Your loss may be limited. } 32a All investment is at risk. 32b Some investment is not at risk. For Paperwork Reduction Act Notice, see the separate instructions. Schedule C (Form 1040) 2023 Business Consulting Services 9 9 9 0 0 0 Greenkine LLC 8 4 2 8 0 9 3 4 5 Anthony J Florig 272-84-9513 PO Box 10374 Hilo, HI 96721 6,457. 1,149. 1,408. 75,382. 6,457. 68,925. 68,925. 17,418. 51,507. 51,507. 4,344. 1,601. 1,084. 1,500. 1,605. 2,217. 300. 2,210. 2,210. 75,382. BAA REV 04/03/24 Intuit.cg.cfp.sp Schedule C (Form 1040) 2023 Page 2 Part III Cost of Goods Sold (see instructions) 33 Method(s) used to value closing inventory: a Cost b Lower of cost or market c Other (attach explanation) 34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory? If “Yes,” attach explanation .......................... Yes No 35 Inventory at beginning of year. If different from last year’s closing inventory, attach explanation . . . 35 36 Purchases less cost of items withdrawn for personal use .............. 36 37 Cost of labor. Do not include any amounts paid to yourself .............. 37 38 Materials and supplies ........................ 38 39 Other costs............................ 39 40 Add lines 35 through 39 ........................ 40 41 Inventory at end of year ........................ 41 42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 ...... 42 Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must file Form 4562. 43 When did you place your vehicle in service for business purposes? (month/day/year) 44 Of the total number of miles you drove your vehicle during 2023, enter the number of miles you used your vehicle for: a Business b Commuting (see instructions) c Other 45 Was your vehicle available for personal use during off-duty hours? ............... Yes No 46 Do you (or your spouse) have another vehicle available for personal use?.............. Yes No 47a Do you have evidence to support your deduction? ................... . Yes No b If “Yes,” is the evidence written? ......................... Yes No Part V Other Expenses. List below business expenses not included on lines 8–26, line 27b, or line 30. 48 Total other expenses. Enter here and on line 27a ................ 48 Schedule C (Form 1040) 2023 6,457. 6,457. 6,457. 0. 0. 244. 3,467. 2,210. 2,210. 2,746. 01/01/2020 2,123 9,400 Shipping 1,526. Bank Fees 479. Equipment Rental 205. REV 04/03/24 Intuit.cg.cfp.sp SCHEDULE SE (Form 1040) Department of the Treasury Internal Revenue Service Self-Employment Tax Attach to Form 1040, 1040-SR, 1040-SS, or 1040-NR. Go to www.irs.gov/ScheduleSE for instructions and the latest information. OMB No. 1545-0074 2023 Attachment Sequence No. 17 Name of person with self-employment income (as shown on Form 1040, 1040-SR, 1040-SS, or 1040-NR) Social security number of person with self-employment income Part I Self-Employment Tax Note: If your only income subject to self-employment tax is church employee income, see instructions for how to report your income and the definition of church employee income. A If you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had $400 or more of other net earnings from self-employment, check here and continue with Part I ......... Skip lines 1a and 1b if you use the farm optional method in Part II. See instructions. 1 a Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065), box 14, code A ............................. 1a b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve Program payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065), box 20, code AQ 1b ( ) Skip line 2 if you use the nonfarm optional method in Part II. See instructions. 2 Net profit or (loss) from Schedule C, line 31; and Schedule K-1 (Form 1065), box 14, code A (other than farming). See instructions for other income to report or if you are a minister or member of a religious order 2 3 Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 a If line 3 is more than zero, multiply line 3 by 92.35% (0.9235). Otherwise, enter amount from line 3 . 4a Note: If line 4a is less than $400 due to Conservation Reserve Program payments on line 1b, see instructions. b If you elect one or both of the optional methods, enter the total of lines 15 and 17 here ..... 4b c Combine lines 4a and 4b. If less than $400, stop; you don’t owe self-employment tax. Exception: If less than $400 and you had church employee income, enter -0- and continue ........ 4c 5 a Enter your church employee income from Form W-2. See instructions for definition of church employee income ............. 5a b Multiply line 5a by 92.35% (0.9235). If less than $100, enter -0- ............. 5b 6 Add lines 4c and 5b ........................... 6 7 Maximum amount of combined wages and self-employment earnings subject to social security tax or the 6.2% portion of the 7.65% railroad retirement (tier 1) tax for 2023 ........... 7 160,200 8 a Total social security wages and tips (total of boxes 3 and 7 on Form(s) W-2) and railroad retirement (tier 1) compensation. If $160,200 or more, skip lines 8b through 10, and go to line 11 . . . . . . . . . . . . . . . 8a b Unreported tips subject to social security tax from Form 4137, line 10 . . . 8b c Wages subject to social security tax from Form 8919, line 10 ...... 8c d Add lines 8a, 8b, and 8c .......................... 8d 9 Subtract line 8d from line 7. If zero or less, enter -0- here and on line 10 and go to line 11 .... 9 10 Multiply the smaller of line 6 or line 9 by 12.4% (0.124) ................ 10 11 Multiply line 6 by 2.9% (0.029) ........................ 11 12 Self-employment tax. Add lines 10 and 11. Enter here and on Schedule 2 (Form 1040), line 4, or Form 1040-SS, Part I, line 3 ........................ 12 13 Deduction for one-half of self-employment tax. Multiply line 12 by 50% (0.50). Enter here and on Schedule 1 (Form 1040), line 15 ........................ 13 For Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040) 2023 272-84-9513Anthony J Florig 47,567. 160,200. 47,567. 47,567. 3,639. 0. 1,379. 7,277. 5,898. 51,507. 51,507. Schedule SE (Form 1040) 2023 Page 2 Part II Optional Methods To Figure Net Earnings (see instructions) Farm Optional Method. You may use this method only if (a) your gross farm income1 wasn’t more than $9,840, or (b) your net farm profits2 were less than $7,103. 14 Maximum income for optional methods ..................... 14 6,560 15 Enter the smaller of: two-thirds (2/3) of gross farm income1 (not less than zero) or $6,560. Also, include this amount on line 4b above ........................ 15 Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits3 were less than $7,103 and also less than 72.189% of your gross nonfarm income,4 and (b) you had net earnings from self-employment of at least $400 in 2 of the prior 3 years. Caution: You may use this method no more than five times. 16 Subtract line 15 from line 14......................... 16 17 Enter the smaller of: two-thirds (2/3) of gross nonfarm income4 (not less than zero) or the amount on line 16. Also, include this amount on line 4b above ................. 17 1 From Sch. F, line 9; and Sch. K-1 (Form 1065), box 14, code B. 2 From Sch. F, line 34; and Sch. K-1 (Form 1065), box 14, code A—minus the amount you would have entered on line 1b had you not used the optional method. 3 From Sch. C, line 31; and Sch. K-1 (Form 1065), box 14, code A. 4 From Sch. C, line 7; and Sch. K-1 (Form 1065), box 14, code C. Schedule SE (Form 1040) 2023 BAA REV 04/03/24 Intuit.cg.cfp.sp Form 8995 Department of the Treasury Internal Revenue Service Qualified Business Income Deduction Simplified Computation Attach to your tax return. Go to www.irs.gov/Form8995 for instructions and the latest information. OMB No. 1545-2294 2023 Attachment Sequence No. 55 Name(s) shown on return Your taxpayer identification number Note. You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction passed through from an agricultural or horticultural cooperative. See instructions. Use this form if your taxable income, before your qualified business income deduction, is at or below $182,100 ($364,200 if married filing jointly), and you aren’t a patron of an agricultural or horticultural cooperative. 1 (a) Trade, business, or aggregation name (b) Taxpayer identification number (c) Qualified business income or (loss) i ii iii iv v 2 Total qualified business income or (loss). Combine lines 1i through 1v, column (c) ...................... 2 3 Qualified business net (loss) carryforward from the prior year ....... 3 ( ) 4 Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0- 4 5 Qualified business income component. Multiply line 4 by 20% (0.20) . . . . . . . . . . . 5 6 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss) (see instructions) .................... 6 7 Qualified REIT dividends and qualified PTP (loss) carryforward from the prior year......................... 7 ( ) 8 Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero or less, enter -0- .................... 8 9 REIT and PTP component. Multiply line 8 by 20% (0.20) ............... 9 10 Qualified business income deduction before the income limitation. Add lines 5 and 9 . . . . . . 10 11 Taxable income before qualified business income deduction (see instructions) 11 12 Enter your net capital gain, if any, increased by any qualified dividends (see instructions) .................... 12 13 Subtract line 12 from line 11. If zero or less, enter -0- ........ 13 14 Income limitation. Multiply line 13 by 20% (0.20) .................. 14 15 Qualified business income deduction. Enter the smaller of line 10 or line 14. Also enter this amount on the applicable line of your return (see instructions) . . . . . . . . . . . . . . . . . 15 16 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- . . 16 ( ) 17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than zero, enter -0- ............................. 17 ( ) For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8995 (2023) Anthony J Florig 272-84-9513 47,868. 47,868. 9,574. 9,574. 34,018. 0. 34,018. 6,804. 6,804. 0. 0. Greenkine LLC 84-2809345 47,868. REV 04/03/24 Intuit.cg.cfp.sp FORM STATE OF HAWAII — DEPARTMENT OF TAXATION N-11 Individual Income Tax Return (Rev. 2023) RESIDENT Calendar Year 2023 OR AMENDED Return NOL Carryback IRS Adjustment First Time Filer THIS SPACE RESERVED 1 Single 2 0DUULHG¿OLQJMRLQWUHWXUQ HYHQLIRQO\RQHKDGLQFRPH 3 0DUULHG¿OLQJVHSDUDWHUHWXUQ(QWHUVSRXVH¶V661DQG WKH¿UVWIRXUOHWWHUVRIODVWQDPHDERYH(QWHUVSRXVH¶VIXOO QDPHKHUH_____________________________________ 4 +HDGRIKRXVHKROG ZLWKTXDOLI\LQJSHUVRQ ,IWKHTXDOLI\LQJ SHUVRQLVDFKLOGEXWQRW\RXUGHSHQGHQWHQWHUWKHFKLOG¶VIXOO QDPH h __________________________________ 5 4XDOLI\LQJVXUYLYLQJVSRXVH VHHSDJHRIWKH,QVWUXFWLRQV • ATTACH CHECK OR MONEY ORDER HERE •• ATTACH COPY 2 OF FORM W-2 HERE • FORM N-11 (REV. 2023) DO NOT WRITE IN THIS AREA Fiscal Year and Beginning Ending IMPORTANT — Complete this Section (QWHUWKH¿UVWIRXUOHWWHUV RI\RXUODVWQDPH 8VH ALL CAPITALOHWWHUV <RXU6RFLDO 6HFXULW\1XPEHU 'HFHDVHG 'DWHRI'HDWK (QWHUWKH¿UVWIRXUOHWWHUV RI\RXU6SRXVH¶VODVWQDPH 8VH ALL CAPITALOHWWHUV 6SRXVH V6RFLDO 6HFXULW\1XPEHU 'HFHDVHG 'DWHRI'HDWK <RXU)LUVW1DPH 0, <RXU/DVW1DPH 6Xႈ[ 6SRXVH¶V)LUVW1DPH 0, 6SRXVH¶V/DVW1DPH 6Xႈ[ &DUH2I(See Instructions, page 7.) 3UHVHQWPDLOLQJRU KRPHDGGUHVV 1XPEHUDQGVWUHHWLQFOXGLQJ5XUDO5RXWH &LW\WRZQRUSRVWRႈFH 6WDWH 3RVWDO=,3FRGH ,I)RUHLJQDGGUHVVHQWHU3URYLQFHDQGRU6WDWH &RXQWU\ 6a <RXUVHOI ............................................. $JHRURYHU ........................................................ 6b 6SRXVH ............................................. $JHRURYHU ........................................................} 6c and 6d 6e 7RWDOQXPEHURIH[HPSWLRQVFODLPHG$GGQXPEHUVHQWHUHGLQER[HV6a thru 6dDERYH .............................................. 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Enter the number of Xs on 6a and 6b .................¤ N111E3T4 1 0 0 1 FLOR 272 - 84 - 9513 ANTHONY J FLORIG PO BOX 10374 HILO HI 96721 N11_T 2023A 01 VID52 REV 03/05/24 INTUIT.CG.CFP.SP ID NO 52 FORM N-11 (REV. 2023) Form N-11 (Rev. 2023) Page 2 of 4 ROUND TO THE NEAREST DOLLAR 7 Federal adjusted gross income (AGI) (see page 11 of the Instructions) ....................................... 7 8 'LႇHUHQFHLQVWDWHIHGHUDOZDJHVGXHWR&2/$(56 etc. (see page 11 of the Instructions) ...................................8 9 Interest on out-of-state bonds (including municipal bonds) ..................................................9 10 2WKHU+DZDLLDGGLWLRQVWRIHGHUDO$*, (see page 11 of the Instructions) ........................................10 11 Add lines 8 through 10 ..................Total Hawaii additions to federal AGI 11 12 Add lines 7 and 11 ................................................ ......................................................................... 12 13 3HQVLRQVWD[HGIHGHUDOO\EXWQRWWD[HGE\+DZDLL (see page 13 of the Instructions) ................................... .....13 14 6RFLDOVHFXULW\EHQH¿WVWD[HGRQIHGHUDOUHWXUQ .................14 15 )LUVW