• BROKER RECORDKEEPING COPIES

    QUESTION: I have taken over less than a year ago as the customs manager at a company and have been trying to obtain complete entry package records from a current broker for almost as long.  The broker requirement is to send complete scanned entry packages (3461, 7501, commercial invoices, BOL/AWB, certificates,  their invoice, etc.) to […]

  • BROKERAGE RFQ TEMPLATE

    QUESTION: Would any one of the ICPA members being willing to share a template they used to RFQ Customs brokerage services? ===================== ANSWER: Linked is a template I used for a freight forwarding and brokerage RFP last year. http://www.icpainc.org/wp-content/uploads/2014/10/U.S.-Import-Export-Logistics-RFP-Template.docx  

  • INHOUSE BROKERAGE

    Question: The Customs regulations allow for an individual to handle brokerage business in the capacity of representing his or her interests.  Can an employee of a company, especially one that conducts business using several different entities, handle brokerage for that company without an actual broker’s license? *************** Answers: Yes I have done it for 8 […]

  • BROKER INSTRUCTIONS

      Question:   Can anyone provide a sample questionnaire or explanation/listing of what   should be included in a set of instructions that would be provided to my   customs broker instructions on how to handle my account?   **********

  • Broker – Forwarder Assessment review

      Question:   Would the membership mind sharing their assessment criteria or template when assessing brokers and forwarders?   I need to revamp the assessment that has been in place for years which consisted of simply: Service.  Communicating in a timely manner, is responsive and accessible, provides innovative solutions, administratively meets our needs 

  • Templates for broker management

      Question:   Our Compliance Group would like to put a stronger emphasis on Broker Management in 2012.   Would the membership have samples, templates or best practices to share in the following areas:   Broker Score Cards KPI Broker Management Tools Review schedules   ============

  • Number of Customs Brokers

    Question: What do the members consider to be an ideal number of customs brokers for amoderate size importer to use? Has CBP provided any information orrecommendations on how many brokers an importer should use in order tomanage them effectively? What factors should be considered? We are reluctantto provide one broker with all of our business, […]