Description

Link/Document

IT Ticket Request Link --->

System Integration Overview

System Integration

https://seko.atlassian.net/servicedesk/customer/portals

Mutual Non-Disclosure Agreement

LawVu - https://us.lawvu.com/#/portal/

This application is to be used for any client requests that need assistance from our Legal team; Intake form, New/amend Contracts, MNDA’s, Letter of Intent, etc.

Controlling Office to Setup/Creation of the customer code in CW1

Submit Credit Application Form: D&B Finance Analytics (dnbi.com) and provide the Account Owner’s name so they can add the ‘Sales Rep Name’ under the Org in CW1

1.  The credit application must be filled out completely.

2. If a company is not listed in D&B, we will need the customer to include supporting documentation (Financial Statement, W9, accurate trade references details with email addresses for those references).

3. Customer code must be entered in the “Additional Comment” area when submitting the credit application (branches / sales to provide customer before submitting application).

4. All “company” names that are in our CRM/Salesforce must match

Send an email to corp.arcodes@sekologistics.com if you have any questions about the credit application.

If ATD + 10 days is not agreed to, then approval is needed from:

paul.kendeigh@sekologistics.com dani.shahbaz@sekologistics.com

Credit Application

Master Service Agreement

Scope of Work and Relevant Team Members

Account Manager is responsible for NRA/TRI completion prior to cargo possession

NRA/TRI Instructions

The Compliance department uploads electronic copies of POAs to CargoWise. All newly received POAs should be emailed to

poa@sekologistics.com

The email should include the following:

1. A scanned, legible copy of the POA plus any other required attachments.

2. The CargoWise1 (CW1)/Red Global (RG) Organization Code.

The POA and other related documents will be uploaded into the Organization code’s edoc tab in CW1. The POA record (“POC” category in CW1/RG, which designates Power of Attorney Customs) will be set for the Date Received and Valid To date.

• Customs Brokerage Power of Attorney

• Customs Brokerage Power of Attorney Instructions

• LLC Member List

• Non-Resident Foreign Power of Attorney for Customs Brokerage

Application for new continuous bond

Note: If client has a continuous bond in place, SEKO would need their ACH payers unit number from US Customs or confirmation that their previous Broker was paying their duty on their behalf

Standard Operational Procedure: This version is to be used for Client’s with a one-off shipment.

Please note: If one time shipment converts to additional volume, then the SOP below is to be used

Baseline list of questions to ask your customer in order to complete the SOP

Standard Operational Procedure: This version is to be used for Client’s with re-occurring shipments

Client Insurance Elect Form

30/60 Day Post Go Live Review

Description

Link/Document

IT Ticket Request Link --->

System Integration Overview

System Integration

https://seko.atlassian.net/servicedesk/customer/portals

Mutual Non-Disclosure Agreement

LawVu - https://us.lawvu.com/#/portal/

This application is to be used for any client requests that need assistance from our Legal team; Intake form, New/amend Contracts, MNDA’s, Letter of Intent, etc.

Controlling Office to Setup/Creation of the customer code in CW1

Submit Credit Application Form: D&B Finance Analytics (dnbi.com) and provide the Account Owner’s name so they can add the ‘Sales Rep Name’ under the Org in CW1

1.  The credit application must be filled out completely.

2. If a company is not listed in D&B, we will need the customer to include supporting documentation (Financial Statement, W9, accurate trade references details with email addresses for those references).

3. Customer code must be entered in the “Additional Comment” area when submitting the credit application (branches / sales to provide customer before submitting application).

4. All “company” names that are in our CRM/Salesforce must match

Send an email to corp.arcodes@sekologistics.com if you have any questions about the credit application.

Master Service Agreement

Scope of Work and Relevant Team Members

The Compliance department uploads electronic copies of POAs to CargoWise. All newly received POAs should be emailed to poa@sekologistics.com

The email should include the following:

1. A scanned, legible copy of the POA plus any other required attachments.

2. The CargoWise1 (CW1)/Red Global (RG) Organization Code.

The POA and other related documents will be uploaded into the Organization code’s edoc tab in CW1. The POA record (“POC” category in CW1/RG, which designates Power of Attorney Customs) will be set for the Date Received and Valid To date.

• Customs Brokerage Power of Attorney

• Customs Brokerage Power of Attorney Instructions

• LLC Member List

• Non-Resident Foreign Power of Attorney for

• Customs Brokerage

Application for new continuous bond

Note: If client has a continuous bond in place, SEKO would need their ACH payers unit number from US Customs or confirmation that their previous Broker was paying their duty on their behalf

Baseline list of questions to complete the SOP

Standard Operational Procedure

Client Insurance Elect Form