Freight forwarding

Exporting from Canada Assignment

A Capstone exercise both based on INTL704/222 (ITT) and INTL729/233 (EFF) CIFFA education courses.

Hand in soft copies of your (i) report and appendices in one file

Scenario

You are a graduate from seneca College. 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 Pfizer Vaccine for Hospitals Treating COVID-19 weighing 3.7 tonnes and having dimensions of 40” x 48” x 56” high

Your Customer, Doctors Without Borders, is located in Port-au-Prince, Haiti

Your Professor was recently promoted, and now (s)he is Director of Global Exporting for Apotex Pharmaceuticals (Toronto) and his/her potential customer is in the country you have chosen. They need a freight forwarder and they are thinking of working with you to manage managing the exporting of this product(s) from Canada.

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 at Seneca, your understanding of Canadian and International Logistics, the desire to succeed in the business field, and a network of Seneca colleagues (team size fixed maximum 6 students! (don’t ask). You must finalize your teams by the end of week 2 (or you will be automatically enrolled in a team).

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:

1

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 seller’s 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 )
SELLER’S 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, Credit Insurance	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, gov’t website
ANY OTHER PARTIES (depends on your product) and should be included above.

SUGGESTIONS ON DIVIDING UP THE WORK

Team Report & Appendices

1. Team Leader: specify his/her responsibilities including the Incoterm, HS Code, Chargeable Weight, calculation of costs, routing and completion of a 1-page executive summary. Assemble the report and appendices into one document.

2. Other Team Members: assigned to a particular function (or 2) of this exercise based on your abilities and previous work/study knowledge and experience.

3. Pamphlets, business cards and evidence of your research contacts along with completed documents are important to the appendices.

Audio/Video Presentation: In this component you need to focus on selling the merits of your freight forwarding service to me, your potential client (the seller). By now you should have a clear idea of the benefits that the “Architects” of logistics and create a convincing marketing pitch to convince your client that your team will provide the highest value, has experts speaking in each area, and you should be chosen for the role of this exporting adventure. Maximum 2 slides per person, max. length = 10 minutes. Please choose an appropriate platform because your client does not have the time to wait 10 minutes for a file to download.

Individual Reports: An individual report (1-2) pages, concise, with what your own professional contribution to the team is and the importance of teamwork in the business world. (Use the form provided in the last page of these instructions.)

Project Mark Breakdown (see also the published rubrics attached to the assignments):

Section	Mark
Written Report: Organized, complete, professional with Exec. Summary, Introduction/Clear Purpose, Business Case/CREEEPSS Risk Analysis, Description of each function including contacts, recommendations & conclusions and NO documents (see below)…	/5
Appendices complete, accurate, well organized set of Import & Export Documents, evidence of contacts, APA sources…	/5
Audio/Video Presentation: Clear, concise, convincing, Quality content in the PP slides and the flow of your exercise (max 10 minutes).	/5
Individual Report: Professionalism: grammar, spelling, contribution, teamwork problems, key learning, next steps, etc…	/5
Case Total		/20%