Name of Course Semester Instructor Name of Presentation

Name of Course Semester Instructor Name of Presentation / Business Name Business Type: EMC/ETC (Import, Export or Both) Name of Group Member 1 Name of Group Member 2 Name 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 (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. 3 ceonline. com/ for Schedule B and http: //www. usitc. gov/tata/hts/bychapter/ for USHTS

Country of Focus Primary destination place: City, Country Reasons for exporting/importing • Reason #1 • Reason #2 • Reason #3 • Reason #4 Secondary destination place (if applicable): City, Country Reasons 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. Name Specialization Website address 2. Name Specialization Website address 3. Name Specialization Website address 4. Name Specialization Website address 5. Name Specialization Website 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’ HQ cont. fits approx. X% more than regular 40’ cont. = X • Maximum weight of cargo • 20’ 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

Projected Cost • 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)

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

Documentation • Certificate of Origin Made in COUNTRY • Commercial Invoice Detailed transaction information (items and terms of sale) • Packing List Detailed contents, dimensions and weight, of each package/ container shipped • Shipper’s letter of instruction Provided 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 Bill Carrier's receipt to the shipper and a collection document • Certificate of Marine Insurance Assures 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 1 Name of Group Member 2 Name 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)] • Strategy Tactic • Strategy Tactic

Action Plans - What is the work to be done? • Task Responsible person/department Deadline Priority

Strengths & Opportunities • • 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]

Weaknesses & Threats (export/import challenges) • Challenge #1 How to manage? • Challenge #2 How to manage? • Challenge #3 How 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)

Thank you! Questions?