1. Name of Course Semester Instructor Name 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

2. 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 USHTShttps://uscensus.prod.3ceonline.com/http://www.usitc.gov/tata/hts/bychapter/

3. 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

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

5. 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 sectionwww.lacbffa.org http://www.cbp.gov/xp/cgov/toolbox/ports/

6. 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

7. 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)

8. 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

9. 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

10. 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

11. End Users (Name of end user and location) Total of X# of product + X in company warehouse Brand: X# product website URL

12. 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

13. 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)

14. 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]

15. Mission - Why does this business exist? Mission Statement: [enter mission statement – briefly state business goals and values; your purpose for existance]

16. 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

17. Strategies - What will make this business successful over time? [List marketing strategies (what) and tactics (how)] Strategy Tactic Tactic

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

19. 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

20. 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]

21. 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

22. References Name of source (URL)

23. Thank you! Questions?