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?