Scenario

Your Graduation from Global and International Business Management is a proof that you worked hard, and you are confident that a great future is waiting for you. You received an e-mail from an old Professor who is consulting for an important company which is looking to export the following product:

5 Skids of Portable MRI machinery weighing 2300 lb (each) and having dimensions of 72 x 44 x 56 high for each skid (pallet) worth US$6M.

Your Professor was recently promoted, and now (s)he is Director of Global Exporting for UpCare, a Toronto-based national distributor of innovative medical technologies. The buyer and delivery destination is delivery the Universidad Technologica Centroamericano , Tegalcigupta Campus, Honduras, C.A. He needs freight forwarding services and wants your team to put together a proposal to manage managing the exporting of these goods from Canada to Honduras.

In order to convince him and his managers that you are a suitable business partner and that you have a team that is capable of handling the job, he asks you for a Sales Presentation and Team Report to be Submitted to his Management Team. You have a short period to get everything done so you need to get started now.

With the knowledge acquired, your understanding of Canadian and International Logistics, the desire to succeed in the business field, and a network of colleagues.

You accept the challenge. Success here holds the key your career and you are in control. To get you started, your former Freight Forwarding Professor offered to help you and prepared the following spreadsheet:

A CHECKLIST WITH THE IMPORT/EXPORT TRANSACTION PARTNERS AND THEIR ROLE

PLAYERS IN THE IMPORT/EXPORT BUSINESS	ROLE	EXAMPLE DOCUMENTS	WHAT YOUR TEAM SHOULD DO	WHEN AND HOW YOU COLLECT DATA
SELLER/SHIPPER EXPORTER (your professor)	Manufactures or distributor; Attend/assess your presentation, assess your proposal, Prepares, packages & labels the goods for export	Identify a suitable CIFFA Freight Forwarder All documentation to be completed by the sellers agent (below), SLI Sign a clear sales contract, Invoice		Market Research, Product Development Storage and Warehousing needs
BUYER/ IMPORTER	Receive Good Quality Goods on time and in good condition	RFP, Prepare a clear sales contract	Research the Role	Send a request for quote (RFQ) (include the e-mail )
SELLERS AGENT (FREIGHT FORWARDER, CUSTOMS BROKER & BONDED WAREHOUSE) (your team)	Find the best the carriers, route, risk analysis Calculates the freight rates. Arranges Insurance HS Tariff classification; Clears the goods for customs. Where you will store the goods, tariff deferral	Quotation, Sales Presentation, Import/Export Business Licence, Commercial Invoice, Export Permit, Export Declaration Letters of Introduction, marketing materials AWB, BL or multimodal transport documents Insurance Certificate Warehouse receipt	Prepare an introduction letter, quotation, transport document(s) Identify HS code and put it in the documents Research the warehousing needs and explain what service is needed	CIFFA site, membership
EXPORT REGULATORS & AGENTS	Regulators who you contact issue food inspection certificates, CofO, Quality, Export Permit	CofO, Export Permit, Inspection certificate, other certifications depending on your product and the terms of the letter of credit	Identify the specific Foreign agencies to receive import approval	Research the export requirements for the product
BANKER	Financial Institution(s) to arranges credit, loans and advice about payment method	Provides the Letter of Credit,	Contact a bank branch, (or BDC and EDC) talk with a Business Manager;	Call, visit
IMPORT REGULATORS & AGENTS	Protectionism (local manufacturers/jobs), policies, Trade Agreements	Import Permits, consular invoices, all documentary requirements for import, import customs broker	Identify the specific Agencies in country to receive export approval	MIGRAS, govt website
ANY OTHER PARTIES (depends on your product) and should be included above.