Description

Link/Document

Baseline list of questions to complete the SOP

Standard Operational Procedure

Baseline list of questions to complete the SOP

Standard Operational Procedure

Standard Operational Procedure

Description

Link/Document

Standard Profit Share Agreement

For assistance to update ORGs please reach out to the Master Data Management Team by clicking --->

CW1 Organization Requests - Jira Service Management (atlassian.net)

FCL LCL Spot Quotes are to be submitted to Quote Desk using the following link:

https://seko.

atlassian.net/servicedesk/customer/portal/33

IT Ticket Request Link --->

System Integration Overview

System Integration

https://seko.

atlassian.

net/servicedesk/

customer/portals

Mutual Non-Disclosure Agreement

Please send your requests to the team at legal.contracts@sekologistics.com. Please also include the legal intake form, attached here as reference, and include relevant details of the opportunity to help us with the review process.

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

Submit Credit Application Form: D&B Credit App

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.      

• Credit Application

• ACH Payment

• W9 Form

Master Service Agreement

ALL MODES: Remove if not applicable

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.

In addition to the POA, the CBP form 5106 is required in order to have the automatic inclusion in our Type 6 PMS Filings

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.

To set up IOR’s ACH, SEKO Compliance requires the original letter from CBP to the IOR, giving the PUN before we can enact duty payment by the importer

• View file
  name SCB POA Rev Feb 2024.pdf

• Customs Brokerage Power of Attorney Instructions

• View file
  name cbp-form-5106.pdf

• 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

Upon the duty statement authorization when duty is due to US Customs SEKO will require the email for our client’s accounting team to send the duty statement, as well as the Periodic Monthly Statement to ensure the funds are in our clients account

Client Insurance Elect Form

30/60

Day

Post Go Live Review