USBO™USBO™
A Managed Service Program to
increase the Profitability of a foreign
corporation by incorporating a USA-
based Buying Office & warehouse.
What is USBO™ ?
• Managed services is the practice of outsourcing on a proactive
basis management responsibilities and functions and
a strategic method for improving operations and cutting expenses.
(Wikipedia)
• USBO™ implements the proactive global aspects of the above defined
concepts to select Users to improve their purchasing, customer service
and net profits at a low and predictable cost; and with minimal increase
in User overheads.
• Summarized: The User has the Staff, Office and Warehouse in the USA to
buy better and ship more economically to the User home base, achieving
overall service and profit improvements.
Targeted Users and the Managed Service
Providers (“MSP”) executing USBO
Users:
• Foreign Medium Manufacturers with limited abilities in capital equipment,
product or raw materials sourcing in the United States.
• Foreign Medium sized Sales Organizations with limited United States sourcing.
MSP team members to serve the Users:
• Texas-Carolina Inc (“TCI”), with its worldwide associates and network of
possibly required suppliers in International Banking, Trade Finance, Air
Freight, Sea Freight, Overland transportation, Customs Broking, Clearing,
Expediting, Lawyers, Goods Insurance, QC Inspection, Duty Free Zone
warehousing, Freight Consolidation, Packaging and other services.
MSP actions on behalf of USBO™ users:
• Market Research on possible sources, landed costs and quality.
• Sourcing raw materials for manufacturing or expanded and/or better
priced product range for the materials supply chain worldwide;
• Executing on International Compliance, Logistics, Payables, Receivables
and Financing requirements.
• Budget Control to increase corporate profitability without payroll,
overhead or capital increases by closing an Opportunity Gap for users.
USBO™ is a service aimed at Manufacturers and Large
Distributions groups, such as Regional Wholesalers or
Independent Sales Representative Groups
• Better results are generally expected
from Users of certain size with
certain product type.
• Products with certain physical
attributes such as a relatively low
transportation cost to selling price
ratio, non-perishable nature and
early in a life cycle of at least three
years.
• These rules are general indications
and exceptions are to be expected.
General Guide
Line
Manufacturers Sales Groups
Annual
Revenue
$2mm - $50mm $5mm-$50mm
Transport Ratio <15% <10%
Perishable
Products
No No
Implementing USBO™
• Step 1: The prospective User is
consulted and No Charge
Feasibility Study is done that an
USBO™ agreement may be
reached where possible.
• Step 2: MSP establishes Sources,
Suppliers, Costing, Logistics and
Procedures.
• Step 3: MSP briefing of all staff
members involved and
Implementation.
• Feasibility Study (and if positive)
• Agreement on Budgeted Benefits, Volumes & Costs
Step 1 Feasibility & Agreement
• Identification of Sources, Service Suppliers & Customers
• MSP Sources, Procedures, Documentation developed.
Step 2 Matching Needs & Documentation
• Implementation: Staff Education and Guidance during
launch
• Routine supervision and guidance, reporting to
Management.
Step 3 Implementation and Reporting
Market Research, Negotiations, QC and Shipping
USBO™ will on
behalf of the User
• Do extensive market research to establish the widest, relevant network of
suppliers of goods and services according to the needs of the User.
• Potential material flow chains will be investigated and landed costs will
be established.
• Transform User Procurement materials to the USA units, language and
needs.
• Perform the activities to close sources by visiting, phone calls, net-
meetings, emails or faxes, obtaining samples and other actions.
• Meticulously attend to the User satisfaction regarding lead times,
technical support, warranty and other cornerstones for repeat business.
Procurement
USBO™ will on
behalf of the
User:
• Apply the necessary diligence to ensure reliable, punctual sources of quality,
warranted product shipped properly inspected.
• Arrange for the most economical, reliable transportation and expedite
shipping, transportation and clearing from USBO warehouse to User.
• Compile all documentation related to the purchase from Request for Quote
to Purchase Order, shipping, clearing and payment instructions.
• Supervise that product is properly insured and inspected.
• Follow up diligently on all requests for technical support, warranty and
claims.
Payments of Receivables, Payables, Foreign Currency,
Extended Payment Terms and Trade Finance.
USBO™ will on
behalf of the
User:
• Handle Account Payables,
• Arrange Trade Financing on Capital
Goods
• Structure for Sharia Compliancy
• Negotiate with vendors & suppliers
• Deal with foreign currency issues.
Compliance
USBO™ will conduct
compliance on behalf of
the User to ensure that:
• All transactions have Office of Foreign Assets Control approval.
• All international logistic and financial documentation comply
with USA Federal and State requirements; as well as with those of
the counterparty’s home country.
• Various classifications are correctly stated but that values most
favorable for shipping rates, foreign duties and tariffs are used.
• Inspections, Certifications and Quality Control are done to best
safeguard the interests of the USBO User.
Communications, Support and Reporting
USBO™ will establish
with User Internal
Departments:
• Establish USBO™ documentation in line with User
requirements.
• Support arrangement for logistics, technical support,
etc and be available to User personnel at all relevant
times by phone, text, email and cloud communications.
• Periodic Reporting to satisfy User Management
information on progress against budgeted targets.
USBO™ Costs
Contract renewable
annually
Monthly Fee Success Commission on
shipment value
Program Purchasing $0 3.0%
Other functions $1,500 0
The Next Step:
A No Cost feasibility study done with a
prospective User or
Meeting with a Corporation or Specialist
interested in being part of our Managed
Services Provider Team and work for our
Users in USBO™ programs,
With questions or for the next step,
please contact:
Ed Büchner
President: Texas-Carolina Inc
EdBuchner@Texas-Carolina.com
www.Texas-Carolina.com
Mobile 1-704-236-7808
Office 1-704-246-6610 x 303
Fax 1-704-831-5293

20160828 USBO Presentation Printout

  • 1.
    USBO™USBO™ A Managed ServiceProgram to increase the Profitability of a foreign corporation by incorporating a USA- based Buying Office & warehouse.
  • 2.
    What is USBO™? • Managed services is the practice of outsourcing on a proactive basis management responsibilities and functions and a strategic method for improving operations and cutting expenses. (Wikipedia) • USBO™ implements the proactive global aspects of the above defined concepts to select Users to improve their purchasing, customer service and net profits at a low and predictable cost; and with minimal increase in User overheads. • Summarized: The User has the Staff, Office and Warehouse in the USA to buy better and ship more economically to the User home base, achieving overall service and profit improvements.
  • 3.
    Targeted Users andthe Managed Service Providers (“MSP”) executing USBO Users: • Foreign Medium Manufacturers with limited abilities in capital equipment, product or raw materials sourcing in the United States. • Foreign Medium sized Sales Organizations with limited United States sourcing. MSP team members to serve the Users: • Texas-Carolina Inc (“TCI”), with its worldwide associates and network of possibly required suppliers in International Banking, Trade Finance, Air Freight, Sea Freight, Overland transportation, Customs Broking, Clearing, Expediting, Lawyers, Goods Insurance, QC Inspection, Duty Free Zone warehousing, Freight Consolidation, Packaging and other services.
  • 4.
    MSP actions onbehalf of USBO™ users: • Market Research on possible sources, landed costs and quality. • Sourcing raw materials for manufacturing or expanded and/or better priced product range for the materials supply chain worldwide; • Executing on International Compliance, Logistics, Payables, Receivables and Financing requirements. • Budget Control to increase corporate profitability without payroll, overhead or capital increases by closing an Opportunity Gap for users.
  • 5.
    USBO™ is aservice aimed at Manufacturers and Large Distributions groups, such as Regional Wholesalers or Independent Sales Representative Groups • Better results are generally expected from Users of certain size with certain product type. • Products with certain physical attributes such as a relatively low transportation cost to selling price ratio, non-perishable nature and early in a life cycle of at least three years. • These rules are general indications and exceptions are to be expected. General Guide Line Manufacturers Sales Groups Annual Revenue $2mm - $50mm $5mm-$50mm Transport Ratio <15% <10% Perishable Products No No
  • 6.
    Implementing USBO™ • Step1: The prospective User is consulted and No Charge Feasibility Study is done that an USBO™ agreement may be reached where possible. • Step 2: MSP establishes Sources, Suppliers, Costing, Logistics and Procedures. • Step 3: MSP briefing of all staff members involved and Implementation. • Feasibility Study (and if positive) • Agreement on Budgeted Benefits, Volumes & Costs Step 1 Feasibility & Agreement • Identification of Sources, Service Suppliers & Customers • MSP Sources, Procedures, Documentation developed. Step 2 Matching Needs & Documentation • Implementation: Staff Education and Guidance during launch • Routine supervision and guidance, reporting to Management. Step 3 Implementation and Reporting
  • 7.
    Market Research, Negotiations,QC and Shipping USBO™ will on behalf of the User • Do extensive market research to establish the widest, relevant network of suppliers of goods and services according to the needs of the User. • Potential material flow chains will be investigated and landed costs will be established. • Transform User Procurement materials to the USA units, language and needs. • Perform the activities to close sources by visiting, phone calls, net- meetings, emails or faxes, obtaining samples and other actions. • Meticulously attend to the User satisfaction regarding lead times, technical support, warranty and other cornerstones for repeat business.
  • 8.
    Procurement USBO™ will on behalfof the User: • Apply the necessary diligence to ensure reliable, punctual sources of quality, warranted product shipped properly inspected. • Arrange for the most economical, reliable transportation and expedite shipping, transportation and clearing from USBO warehouse to User. • Compile all documentation related to the purchase from Request for Quote to Purchase Order, shipping, clearing and payment instructions. • Supervise that product is properly insured and inspected. • Follow up diligently on all requests for technical support, warranty and claims.
  • 9.
    Payments of Receivables,Payables, Foreign Currency, Extended Payment Terms and Trade Finance. USBO™ will on behalf of the User: • Handle Account Payables, • Arrange Trade Financing on Capital Goods • Structure for Sharia Compliancy • Negotiate with vendors & suppliers • Deal with foreign currency issues.
  • 10.
    Compliance USBO™ will conduct complianceon behalf of the User to ensure that: • All transactions have Office of Foreign Assets Control approval. • All international logistic and financial documentation comply with USA Federal and State requirements; as well as with those of the counterparty’s home country. • Various classifications are correctly stated but that values most favorable for shipping rates, foreign duties and tariffs are used. • Inspections, Certifications and Quality Control are done to best safeguard the interests of the USBO User.
  • 11.
    Communications, Support andReporting USBO™ will establish with User Internal Departments: • Establish USBO™ documentation in line with User requirements. • Support arrangement for logistics, technical support, etc and be available to User personnel at all relevant times by phone, text, email and cloud communications. • Periodic Reporting to satisfy User Management information on progress against budgeted targets.
  • 12.
    USBO™ Costs Contract renewable annually MonthlyFee Success Commission on shipment value Program Purchasing $0 3.0% Other functions $1,500 0
  • 13.
    The Next Step: ANo Cost feasibility study done with a prospective User or Meeting with a Corporation or Specialist interested in being part of our Managed Services Provider Team and work for our Users in USBO™ programs, With questions or for the next step, please contact: Ed Büchner President: Texas-Carolina Inc EdBuchner@Texas-Carolina.com www.Texas-Carolina.com Mobile 1-704-236-7808 Office 1-704-246-6610 x 303 Fax 1-704-831-5293