Export Operations - Outline & Documentation  
  Complexity of Exporting and a scenario  
  Shipment Planning Flow Chart  
     
Role of the Freight Forwarder  
  General functions of the Freight Forwarder   Freight Forwarding overview (Power Point)  
  Smoothing the path to Exporting   Pre-Shipment Planning  - An efficient export yields a smooth import  
  What every employee should know about FMC Regs Federal Maritime Commission  
  International Law Information for Forwarders   Part 515 FMC Regulations, effective 5/1/99 http://www.fmc.gov/Dockets/DOC98-28.htm
      Licensing of Ocean Freight Forwarders and Intermediaries - forms  
       
INCO Terms  
  What do INCOTERMS play in cargo ownership?  
  Narrative on Terms of Sale  
  INCOTERMS wall chart  
     
Shipper's Documents  
  Pro Forma Invoice  
  Commercial Invoice      
  Packing List  
  Documentary Requirements Narration  
     
Ocean Shipping  
  Equipment   Collect - COD Shipments  
  Container Dimensions   Who Pays the Freight on CIF and CIP shipments?  
  Carrier Selection   Carrier Liability - what liable and what not?  
  Part 530 - Service Contracts   COGSA - Carriage of Goods by Sea Act of 1936  
  Shipping Act of 1984   Rate negotiation, pricing and surcharges  
  Ocean Shipping Reform Act of 1998 comparison  
 
Steamship Agents  
  Booking Considerations  
  Global Cargo Search Aid (JOC)  
  Ocean Service Contracts  
     
NVO & Shippers' Association  
  NVO Profit Calculation  
  NVO Workbook  
     
Bill of Lading and Dock Receipt  
  Carriage of Goods by Sea Act / Hamburg Rules   B/L Language can create forwarder liability  
  Back of the B/L - Force Majeure   SLAC not STC on B/L loaded by shipper  
  B/L Block Definitions    How Safe is Negotiable B/L?  
  Bill of lading   Carrier concerns about endorsements  
  Dock Receipt   Destination Control Statement  
  Number of packages on B/L  
 
U.S. Government Export Regulations - General  
  BXA - Export Administration Regulations - Presentation overview   BIS FAQs  
  Export Declaration Flow Chart   Office of Foreign Assets Control
  Codes – Schedule K, SCAC, port codes, etc. – all under AES Support Center Federal Register Notices affecting EAR
  EAR - Applications, Advisories, Classification (Part 748)   DOC-BXA on-line EAR subscription
  More and More Regulations for Exporters   Definition of an "Exporter"
  Purpose of Bureau of Export Administration regulations  http://chaos.fedworld.gov/bxa/ear.html  
     
Export Licenses  
  Does my shipment require a license?  
  Department of State license procedures  
  Licensing Articles  
 
Shipper's Export Declarations  
  SED Notes   AES & Related U.S. Export Reporting/Trade Statistics Information - U.S. Census
  AES Direct   AES Expansion - Mandatory use  
  Export Power of Attorney   The Automated Export System (AES) -- how to sign up?  
  USPPI - POA Guidance from Census   AES Letter of Intent  
  Ultimate Consignee Definition   SED  
  ECCN Guidance   Foreign Trade Statistics - U.S. Census  
  USPPI Clarification of role of foreign principal agent Foreign Trade Regulations - U.S. Census  
  SED Updates - policies for use   Export Declaration Flow Chart  
     
Export Enforcement  
  Customs get tough approach on export enforcement  
  Export Administration Marketplace  
  Antiboycott Guidance  
  Know your Customer Guidelines  
  Indication of illegal exports and freight forwarders  
 
Destination Country Documents  
  Handbook of International Trade    
  Specific current destination requirements by country  
  Narrative describing destination country requirements    
  Certificate of Origin guidance      
  Destination Country    
  EC Tariff Rates    
  Customs Broker rules & legislation in the world  
  EC Adopts emergecncy wood packing guidelines    
  Solid Wood Packing guidelines      
     
Export "out" guidance and issues  
  Diplomatic Links  
  SGS Inspection Services      
  Preshipment Inspection whys      
  Supplier guidance for export consolidations  
 
HAZMAT, Dangerous Goods  
  Dangerous Goods Form  
  Dangerous goods description note  
 
Publications / References used by freight forwarder & exporter  
 
Inland Traffic Management  
  Inward Traffic Manager  
  Inland B/L  
  Inland Carrier Suitability  
     
Marine Insurance - Risk Management  
  Contingency Insurance Coverage   Amount of insurance coverage  
  What carrier is and isn't liable for relative to a claim   Insurance Narration  
  Risk Management - Country Risk (COFACE)   Marine Insur. Certificate  
  Marine Insurance Guidance     Force Majeure  
     
Air Freight Forwarding  
  Air dimensional weight calculator  
  Air Waybill Instructions  
  Air Waybill Example      
     
Methods of Payment  
  Methods of Payment summary  
  Forwarder's Role in Negotiating Payment Terms   E-UCP - Electronic L/C    
  Electronic UCP - the electronic L/C     Methods of Payment narration - courtesy COF Study Guide
  A closer look at the documentary L/C     Bank Draft  
  Manitissa - letter of credit training and software   Forwarder's Certification of Receipt  
  Methods of Payment matrix    
     
Trade Finance  
  Exchange Rate Calculator  
  Currency Values in terms of Special Drawing Rights  
  New Credit Rating Program aids small shippers  
  OANDA Customizable Currency Converter - EconoFinance.com Exchange Rates Converter  
  Getting to know the World Bank  
  Trade Card - service of WTCA  
  COFACE - Country Risk Management evaluation  
  Lament of the Dollar  
 
Automation in the forwarding industry  
  Ocean Service Contracts - management on the web  
  Automated Commercial System  
  INTRA - Ocean Shipping Portal  
     
Forwarder Process (putting it all together)  
  File Flow in "typical" forwarder office    Supply chain reaction  
  Export file checklist - file's activity flow   Shipper's letter of instruction  
  Shipment from Hell   Quote Workbook  
  Export Transaction Maker   Sample Shipment Scenario  
Chapter 1 - Components of the Pro Forma invoice - quoting the sale  
  INCOTERMS  
  Considerations to "cover" INCOTERMS of sale selected  
 
Chapter 2 - The complexity of exporting & scenario  
  Comparison of international to domestic shipment  
  Scenario problem that topics will relate  
 
Chapter 3 - The Commercial Invoice -  the contract of sale  
  Purpose of commercial invoice  
  Relationship to Pro Forma  
  Classification & Valuation  
  Basis for licensing and export declaration  
 
Chapter 4 - Shipping the goods   
  The Bill of Lading - The contract of carriage  
  Negating the risk to the merchandise when shipping the goods - The insurance certificate  
  Transportation & Packing tips  
 
Chapter 5 - Getting paid  
  Payment terms - CIA, Open Account  
  Bill of Exchange - means to move the payment from the buyer to the seller  
  Documentary Credit - negates the risk to the funds  
  Compliance with letters of credit - including effect on other documents  
  UCP 500  
 
Chapter 6 - Documents commonly used in export documentation - By the Block  
  Ancillary to shipping the goods - Packing list, Dock Receipt, Air waybill, inland B/L, insurance certificate, B/L  
  Ancillary to getting paid - bank letter of transmittal, bill of exchange, commercial invoice  
  Ancillary to exporting the goods - SED, license application, in bond  
  Ancillary to forwarder's work - Destination docs, doc distribution, C/O  
 
Chapter 7 - Process summary  
  Showing the interrelationship between the various functions of export operations.    
  From the perspective of the seller, seller's forwarder, buyer and buyer's CB  
  Internal formats to monitor the progress of the transaction  
 
Chapter 8 - The Transaction Maker …  
  This is the CD that would accompany the book. Instructions for using  
    Practice scenarios  
    Create Documents  
    Extensive reference library