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Name of CourseSemester
Instructor Name
Name of Presentation / Business NameBusiness Type: EMC/ETC (Import, Export or Both)
Name of Group Member 1Name of Group Member 2Name of Group Member 3
Presentation Date
Export/Import and Reasoning
Product: Name of Product and Supplier (manufacturer)• Selling point #1• Selling point #2• Selling point #3
Schedule B (or HTS) #: xxxx.xx.xxxx (E.A.R.99 category item – export license not required or if a licenses is required state which one, the reason and oversight agency)
Export or Import (pick one)• Company name: NAME• Number of employees: #• Why select export/import of this product?
Note: See https://uscensus.prod.3ceonline.com/ for Schedule B and http://www.usitc.gov/tata/hts/bychapter/ for USHTS
Country of Focus
Primary destination place: City, CountryReasons for exporting/importing
• Reason #1• Reason #2• Reason #3• Reason #4
Secondary destination place (if applicable): City, CountryReasons for exporting/importing
• Reason #1• Reason #2• Reason #3• Reason #4
Export/Import Resources
• U.S. Export Assistance Center
http://export.gov
• U.S. Customs and Border Protection
http://www.cbp.gov
• U.S. Small Business Administration
http://www.sba.gov
• Other
Freight Forwarders/Customs Brokers
1. NameSpecializationWebsite address
2. NameSpecializationWebsite address
3. NameSpecializationWebsite address
4. NameSpecializationWebsite address
5. NameSpecializationWebsite address
Note: You may want to review www.lacbffa.org and http://www.cbp.gov/xp/cgov/toolbox/ports/ for this section
Projected Export/Import Details
• Manufacturing Location: City, State, COUNTRY• Port of Origin: City, State, COUNTRY• Port of destination: City, State, COUNTRY
• Method of transportation: Rail/Truck/Ocean/Air/Electronic• Delivery terms: Incoterm (Named Location)
• Inland distance: # miles• Mode of transport (i.e., Ocean) freight distance: # miles
• Freight forwarder: Company Name• Customhouse broker: Company Name• Carrier: Company Name
Projected export details (Cont.)
• Total quantity of the product: X# units• Weight
• X kg (X lbs) per unit• Total X x X = X kg (X lbs)
• Cargo containers’ capacity• 20’ container fits approx. X# of product• 40’ container fits approx. X# of product• 40’ HQ cont. fits approx. X% more than regular 40’ cont. = X
• Maximum weight of cargo• 20’ container X kg (X lbs)• 40’ container X kg (X lbs)• 40’ HQ cont. X kg (X lbs)
Container Dimensions
Considering containers’ spatial and weight capacity (above image is an example only): X number of product can be shipped in # x container size of container type
• Total purchase price (including packing) $X x X units = $X
• Total transportation cost (incl. Inland transportation and Freight forwarder compensation)
X x $X = $X• Marine Insurance (10% of the total value + transportation cost)
$X• Foreign Tax (X%) and Custom duties (X%)
$X• Custom broker compensation
$X• Total landed costs (Landed cost per unit)
$X ($X / X = $X)
• Price offered by the competition: $X per unit• Our price: $X per unit• Our profit per unit (per shipment)
$X ($X x X = $X)
Projected Cost
Sources of Capital Investment
• Finding investors (family, crowdsourcing, VC, Angels)
• Bank loan, loan guarantees and/or credit insurance
• Requesting cash in advance from the buyers or open account terms from the seller
End Users (Name of end user and location)
Total of X# of product + X in company warehouse
• Brand: X# product website URL
• Brand: X# product website URL
• Brand: X# productwebsite URL
• Brand: X# product website URL
Documentation
• Certificate of Origin Made in COUNTRY
• Commercial InvoiceDetailed transaction information (items and terms of sale)
• Packing ListDetailed contents, dimensions and weight, of each package/ container shipped
• Shipper’s letter of instructionProvided for the use of freight forwarder
• Electronic Export Information (file through AES Direct)Required by the U.S. Census Bureau for U.S. exports that contain a single commodity's value exceeding US$2,500.00
• Ocean Bill of Lading/Airway BillCarrier's receipt to the shipper and a collection document
• Certificate of Marine InsuranceAssures the consignee that insurance is in effect for all the goods in transit
The One Page Business Plan ®
Company name: NAME
Names:Name of Group Member 1Name of Group Member 2Name of Group Member 3
Fiscal Year: Year (July 1 to June 30)
Vision - What are you building?
Vision Statement:
[enter vision statement – briefly outline what the organization wants to be; a long-term view and concentrates on the future]
Mission - Why does this business exist?
Mission Statement:
[enter mission statement – briefly state business goals and values; your purpose for existance]
Objectives - What will you measure?
[List core objectives such as signed distribution/partnership agreements, new markets entered, new employees, exported/imported product lines, number of shipments and corresponding value, revenue volume, sales increase, etc.]
•Objective One
•Objective Two
•Objective Three
•Objective Four
Strategies - What will make this business successful over time?[List marketing strategies (what) and tactics (how)]
•StrategyTacticTactic
•StrategyTacticTactic
•StrategyTacticTactic
Action Plans - What is the work to be done?• Task
Responsible person/departmentDeadlinePriority
• TaskResponsible person/departmentDeadlinePriority
• TaskResponsible person/departmentDeadlinePriority
• Strength #1• Strength #2• Strength #3• Strength #4
• Opportunity #1• Opportunity #2• Opportunity #3• Opportunity #4
[explain how this is determined; how it is substantiated; and how it is supported into the future]
Strengths & Opportunities
Weaknesses & Threats (export/import challenges)
• Challenge #1How to manage?
• Challenge #2How to manage?
• Challenge #3How to manage?
[Advise what challenges you anticipate and supporting research; how your team will address them; and how your team will get answers to your questions]
Key Learning Points
[Share key learning points of developing an import or export business plan, and moving forward with your export or import business]
•Point #1•Point #2•Point #3
References
• Name of source (URL)• Name of source (URL)• Name of source (URL)• Name of source (URL)• Name of source (URL)• Name of source (URL)
Thank you!
Questions?