Consolidated List of All Client Questions

Domestic and International Clients Export Services and Customized Forms

0625-0143 Question List Spreadsheet Comprehensive_V3.xlsx

Consolidated List of All Client Questions

OMB: 0625-0143

Document [xlsx]
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Overview

Approved
OMB Version
Taxonomy
To Be Added
Sponsors
Instruments


Sheet 1: Approved

# Original Category Category Content Business Unit Affected
1 Contact Questions Client Type U.S. organization
2 Contact Questions Client Type Foreign organization
3 Contact Questions Client Type Other
4 Organization Questions Client Type Researcher 
5 Organization Questions Client Type Student 
6 Organization Questions Client Type General population 
7 Contact Questions Contact Information Alternate Contact Title
8 Contact Questions Contact Information Alternate Contact Email
9 Contact Questions Contact Information Alternate Contact Tel
10 Contact Questions Contact Information Salutation
11 Contact Questions Contact Information First Name
12 Contact Questions Contact Information Last Name
13 Contact Questions Contact Information Contact First Name
14 Contact Questions Contact Information Contact Last Name
15 Contact Questions Contact Information Title
16 Contact Questions Contact Information Telephone
17 Contact Questions Contact Information Daytime Phone Number
18 Contact Questions Contact Information Fax
19 Contact Questions Contact Information Office Phone
20 Contact Questions Contact Information Cell/Mobile Number
21 Contact Questions Contact Information Affiliation
22 Contact Questions Contact Information Email
23 Contact Questions Contact Information User ID and Password
24 Contact Questions Contact Information Address 1
25 Contact Questions Contact Information Address 2
26 Contact Questions Contact Information City
27 Contact Questions Contact Information State
28 Contact Questions Contact Information Zip Code
29 Contact Questions Contact Information Website
30 Advocacy Center Questions Contact Information Contact Person: (Designated point of contact for the Applicant, which may be an independent third-party representative, if applicable) First Name, Last Name, Company, Telephone, Title, Email
31 Contact Questions Contact Type Primary
32 Contact Questions Contact Type Administrative
33 Contact Questions Contact Type Purchaser
34 Contact Questions Contact Type Recipient/End User
35 Contact Questions Contact Type Requestor
36 Contact Questions Contact Type Decision Maker
37 Contact Questions Contact Type President/CEO
38 Contact Questions Contact Type Auditors
39 Contact Questions Contact Type Shareholders
40 Contact Questions Contact Type Board of Directors
41 Contact Questions Contact Type International Marketing
42 Contact Questions Contact Type Manager
43 Contact Questions Contact Type Banker
44 Contact Questions Contact Type In-country Representative
45 Contact Questions Contact Type Mission Sponsor
46 Contact Questions Contact Type Principal U.S. Subcontractors
47 Contact Questions Contact Type Alternate Contact
48 Events & Activities Questions E-Awards Application Information: Type of Application
Choices:  E Award for Exports; E Award for Export Service; E Star Award for Exports; E Star Award for Export Service 

49 Events & Activities Questions E-Awards E Star Applicants: Year of previous E Award receipt
50 Events & Activities Questions E-Awards E Award for Exports or E Star Award for Exports Applicants: U.S. Export Statistics:  Provide figures for each of the past four (4) years (either calendar or corporate fiscal), plus your most recent quarterly data. Data should include shipments to Canada and Mexico, but not Puerto Rico or the U.S. Virgin Islands. Do not include income from licensing agreements in sales figures; list licensing income separately 
51 International Trade Specialist Counseling Tool Educational Institution Data Additional Organization Information: Educational Institution: (Please select all that apply) Four-Year College/University, Graduate School/Program, Two-Year College, High School/Boarding School, English Language Program, Public/Private/Non-Profit, Private/For-Project, Other (Please specify)
Primary NAICs Code(1): Only complete if a Private/For-Profit Institution
Average Annual Revenues(2): Only complete is a Private/For-Profit Institution

52 International Trade Specialist Counseling Tool Educational Institution Data Accrediting type and body:
60 International Trade Specialist Counseling Tool Educational Institution Data Do you have recruitment partners selling your courses online?   
61 International Trade Specialist Counseling Tool Educational Institution Data When your educational institution is assessing potential partners, including recruitment agents in target markets, is the ability of partners to assist with online program promotion and/or recruitment a primary qualifier? 
63 International Trade Specialist Counseling Tool Educational Institution Data Does your educational institution understand online transaction options and patterns for your courses and training in target markets? (e.g. market intel on consumer behavior in the education sector) 
64 Organization Questions Educational Institution Data Type of educational institution:
65 Organization Questions Educational Institution Data Total number of undergraduate/graduate students:
66 Organization Questions Educational Institution Data Accrediting body:
67 Organization Questions Educational Institution Data List degrees offered:
68 Organization Questions Educational Institution Data Please list any specific educational institutions, associations, agents, etc., that we should not contact:
70 International Trade Specialist Counseling Tool Educational Institution Data Does your educational institution have cross-border sales channels for online courses for credit or offer online classes of any kind?  If so, is it being offered through your own website, marketplace, social media or in-country partner?  
71 Educational Institution WGR Intake Form 2.0 Educational Institution Data Please provide 2-3 keywords that visitors would use to search for your school in a search engine: 
72 International Trade Specialist Counseling Tool Educational Institution Data Does your educational institution employ in-house talent to manage your online presence? If so, in what capacity, (e.g. C-suite, digital marketing department, single webmaster, or do you use a contracted 3rd party service provider?
75 International Trade Specialist Counseling Tool Educational Institution Data Do your in-country agents have an established online recruitment reputation and robust online recruitment channel network? 
76 Organization Questions Educational Institution Data Number of international students on campus:
77 Organization Questions Educational Institution Data Number of international students from the country of interest:
78 Organization Questions Educational Institution Data Brief description of your educational institution:
79 Organization Questions Educational Institution Data Describe the programs/degrees and any unique programs or characteristics:
80 Organization Questions Educational Institution Data Do you have the following available for international students (check all that apply)?:
81 Organization Questions Educational Institution Data Minimum TOFEL score required:
82 Organization Questions Educational Institution Data Do you accept IELTS? 
83 Organization Questions Educational Institution Data If setting up an overseas campus, please describe the financial benefits to the US. 
84 Organization Questions Educational Institution Data If academia, please check which best describes you: Faculty/Business; Faculty/Education; Faculty/Other; Student/Business; Student/Education; Student/Other 
85 Events & Activities Questions Events & Activities Describe the event in which the USG official is to participate (e.g., site visit, announcement, ribbon-cutting, business agreement signing). 
86 Events & Activities Questions Events & Activities What is your latest information on the status of this event? 
87 Events & Activities Questions Events & Activities What additional actions must occur before the event can materialize (e.g., financing needs to be secured, permits obtained, Ministry approval, etc.)? 
88 Events & Activities Questions Events & Activities A draft press release from your company announcing the event. 
89 Events & Activities Questions Events & Activities Specific points you would like the U.S. government official to highlight regarding the event. 
90 Events & Activities Questions Events & Activities List any specific organizations, from the private and public sectors, with whom you know you, wish to meet. 
91 Events & Activities Questions Events & Activities Outline of promotional campaign to be conducted in recruiting mission (e.g., mailing, fax campaign, brochure distribution at other trade events, radio spots).  Be as specific as possible and include target dates, when available.
92 Events & Activities Questions Events & Activities Deadline for accepting applications from participants. 
93 Events & Activities Questions Events & Activities Proof, such as a copy of letter of invitation, that your mission has a host organization in countries that require such as arrangement (e. g., China).   
94 Events & Activities Questions Events & Activities Specify any need for special space and/or equipment for audiovisual presentations or technical programs. 
95 Events & Activities Questions Events & Activities How is the event financed (state whether financed wholly by event operator or if supported or underwritten financially in whole or in part by other organizations.  List organizations and financial obligation of each, including chambers of commerce, associations, business firms, city, state, or other government organizations). 
96 Events & Activities Questions Events & Activities Contact titles and names at show:
97 Events & Activities Questions Events & Activities What are your business objectives for attending [name of trade show]?
98 Events & Activities Questions Events & Activities Please identify decision makers for this event [name, title, organization]. 
99 Events & Activities Questions Events & Activities If you are an exhibitor at [event name], with is your booth number? 
100 Events & Activities Questions Events & Activities Basic history or description of show.   
101 Events & Activities Questions Events & Activities Specify product categories within this fair. 
102 Events & Activities Questions Events & Activities Number of exhibitors/participants (U.S. and others) expected:
103 Events & Activities Questions Events & Activities Number of visitors expected:
104 Events & Activities Questions Events & Activities Please provide a description of your event.   
105 Events & Activities Questions Events & Activities Please rank organization's top three objectives in participating in this trade mission (1=highest, 3=lowest).  Choices are: finding a sales representative, finding licenses, finding joint venture partners, exposure to new business prospects, product testing/market research, immediate sales, finding a distributor, government meetings, other 
106 Events & Activities Questions Events & Activities Event name and date:
107 Events & Activities Questions Events & Activities Event location:
108 Events & Activities Questions Events & Activities Booth number at show:
109 Events & Activities Questions Events & Activities Name of building and street address:
110 Events & Activities Questions Events & Activities Name of fair grounds or other location which event will occupy:
111 Events & Activities Questions Events & Activities Attach authority to occupy event site:
112 Events & Activities Questions Events & Activities Attach license or permit to operate the event:
113 Events & Activities Questions Events & Activities Date event opens:
114 Events & Activities Questions Events & Activities Date event closes:
115 Events & Activities Questions Events & Activities If no license or permit is required, please indicate this. 
116 Events & Activities Questions Events & Activities Person(s) attending show:
117 Organization Questions Events & Activities How did you find out about this event:  e-mail, media; printed press; website; other 
118 International Trade Specialist Counseling Tool Export Data Annual exports (as % of total sales): Less than 25%, More than 25%
119 Events & Activities Questions Export Data Total number of countries currently exporting to:
120 Events & Activities Questions Export Data Top three countries of export for the previous four years:
121 Events & Activities Questions Export Data What government and private sector export promotion events do you participate in? 
122 Events & Activities Questions Export Data Describe any instances in which you had to retrofit or redesign products or services to sell them in an international market. 
123 Events & Activities Questions Export Data How do you overcome language obstacles with your international customers? 
124 Events & Activities Questions Export Data Describe any trade barriers your organization has faced and how they were overcome. 
125 Events & Activities Questions Export Data If applicable, describe how you have developed a market abroad for products not previously exported. 
126 Events & Activities Questions Export Data If applicable, describe how you have opened a new market previously closed or extremely limited to American companies. 
127 Events & Activities Questions Export Data Describe any other strategies you employ for increasing international sales. 
128 Events & Activities Questions Export Data Describe how increased exports have affected employment for your organization. 
129 Events & Activities Questions Export Data How have you notified exporters of trade opportunities? 
130 Events & Activities Questions Export Data What documentation assistance have you provided to exporters? 
131 Events & Activities Questions Export Data Describe any overseas trade missions that you have sponsored. 
132 Events & Activities Questions Export Data Describe any programs you provided for international businesses. 
133 Events & Activities Questions Export Data Describe any other export services that you provide. 
134 Events & Activities Questions Export Data Provide three cases studies describing exporters that have increased exports as a result of your help, being sure to describe the ways in which your activities helped; alternately, describe how the organization’s activities have resulted in community-wide export expansion. 
135 Organization Questions Export Data Percent of revenue generated through exports:
136 Organization Questions Export Data Countries in which sales are made in order of importance:
137 Organization Questions Export Data Not counting your profit margin, what percent of the cost to your foreign buyer derives from U.S. sources?
138 Organization Questions Export Data Export Control Classification Code 
139 Organization Questions Export Data Is your company willing to modify its product to meet foreign standards 
140 Organization Questions Export Data Can the company promptly fill any new export orders from its present inventory?
141 Organization Questions Export Data How is your product typically distributed and marketed in the US and other countries?
142 Organization Questions Export Data Product/service wishing to export:
143 Organization Questions Export Data Does U.S. content represent at least 51% of the value of the finished product? 
144 Organization Questions Export Data How would you describe your firm's top management commitment to supporting export activities? 
145 Organization Questions Export Data What are the company's international sales objectives for the next 3 years (as % of total sales) 
146 Organization Questions Export Data What prompted your company to export? 
147 Organization Questions Export Data Number of employees whose jobs are attributable to exporting: 
148 Organization Questions Export Data Export stats: Year, total sales, export sales, percent exports to total sales, income from licensing agreements. 
149 Organization Questions Export Data Name key exporting problems 
150 Organization Questions Export Data Name factors that could inhibit international sales of your company or company's products/services. 
151 Organization Questions Export Data New-to-exporting 
152 Organization Questions Export Data New-to-market 
153 Organization Questions Export Data Increase-to-market 
154 Organization Questions Export Data Exporting Experience/Information 
155 Organization Questions Export Data Number of years exporting 
156 Organization Questions Export Data Products exported 
157 Organization Questions Export Data Annual exports (% of total sales) 
158 Organization Questions Export Data Novice, Intermediate, Successful 
159 Organization Questions Export Data Countries exporting to (please provide the names of the countries to which you exported and the approximate dollar value of the organization’s worldwide exports for the last two calendar years) 
160 Organization Questions Export Data Are you currently selling your product or service online to consumers in overseas countries? 
161 Organization Questions Export Data Countries of interest 
162 Organization Questions Export Data Does the product/service to be exported require any special technical support of after-sales service? 
163 Organization Questions Export Data Have you inquired about IP requirements in foreign markets? 
164 Organization Questions Export Data Which international distribution channels does your company currently use? 
165 Organization Questions Export Data Are there specific export issues that you would like to discuss? 
166 Organization Questions Export Data Not counting your profit margin, what percent of the cost to your foreign buyer derives from US sources? 
167 Organization Questions Export Data Do you have access to capital and can that money be dedicated to developing market share in one or more foreign countries? 
168 Organization Questions Export Data Do you have enough excess capacity to handle foreign sales orders? 
169 Organization Questions Export Data Do you have the resources in your company to learn about and comply with US export controls, foreign government import controls, foreign government regulations, and foreign cultural and business norms? 
170 Organization Questions Export Data Have you exported in the past two years and, if so, was it based on a deliberate plan or strategy? 
171 Organization Questions Export Data Company Export Profile 
172 Organization Questions Export Data US exporters 
173 Organization Questions Export Data What type(s) of information were you looking for when visiting Export.gov?
174 Organization Questions Export Data How would you rate the overall usability of Export.gov? 
175 Organization Questions Export Data Did you know that you could sign-up for e-mail updates from Export.gov? 
176 Events & Activities Questions Export Data What is your organization's objective to export? 
177 Events & Activities Questions Export Data Type of export counseling desired. 
178 Events & Activities Questions Export Data How interested are you in establishing a business connection with (name of organization) for export sales to (location)? 
179 Events & Activities Questions Export Data What exporting-related training have you conducted for your employees and/or international customers? 
180 Advocacy Center Questions Export Data Export Licensing: a) Are there items or technology to be exported in connection with the project that require U.S. Government marketing or export license? (Yes/No)
b) If yes, please list the license and /or application number(s) and status: License/Application Number(s): Status of Application:

181 Organization Questions Export Data How is your product typically distributed and marketed in other countries? 
182 Organization Questions Export Data Is your company willing to modify its product to meet foreign standards? 
183 Organization Questions Export Data Will patent/trademark/copyright protection abroad be necessary? 
184 Organization Questions Export Data Name factors that could inhibit international sales of your company 
185 Organization Questions Export Data What specific innovations can you offer to (foreign enterprise)? 
186 Organization Questions Export Data Value and detailed description of all projected US export content 
187 Organization Questions Export Data States from which the projected US export content will be sources 
188 Events & Activities Questions Export Data Description of product or service exported 
189 Events & Activities Questions Export Data What is your international sales model? (E.g. direct sales, distributors/agents) 
190 Events & Activities Questions Export Data Do you currently sell online to overseas consumers? 
191 Contact Questions Export Data Name and contact info for company official in charge of international sales/marketing 
192 Organization Questions Export Data Will patent/trademark/copyright protection abroad be necessary 
193 Organization Questions Export Data What specific innovations can you offer to foreign enterprise? 
194 Organization Questions Export Data Trade references (name/product, country, year, volume) 
195 Organization Questions Export Data If export rights are limited to a number of countries, please list countries. 
196 Organization Questions Export Data Are you the rights holder or do you have the legal right to sell or distribute the export for which you are asking for assistance in the foreign market or markets in question? 
197 Organization Questions Finance Data Annual Sales
198 Organization Questions Finance Data Financial data information 
199 Organization Questions Finance Data Capital structure 
200 Events & Activities Questions Finance Data Credit Card Information: Cardholder name, Credit card type (Visa, Master card, etc), Expiration date, Card number
201 Events & Activities Questions Finance Data Check Payment: Account holder name, ACH/Routing number, Account number, Check number
202 Trade Leads Intake Form Finance Data Sales Frequency: Longer Term Suppliers, Short Term Supplier, Irregular Purchases, Single Purchases
203 Contact Questions Finance Data Name and contact information for company official in charge of financing 
204 Advocacy Center Questions Finance Data Annual Sales ($)
205 SPD-15/Minority Data Gender Data Gender: (Select all that apply) (Optional)
• Female
• Male
• Transgender, non-binary, or another gender
• Prefer not to answer

206 Events & Activities Questions General Information Potential services: Market Research, Gold Key Service, International Company Profile, Advocacy, etc. 
207 Events & Activities Questions General Information Are there any specific companies, or types of companies, you would like us to contact? If so, please name them.
208 Events & Activities Questions General Information Business Service Provider categories 
209 Events & Activities Questions General Information Additional Business Service Provider listings authorization of international posts to disclose name of client to the target company/individual 
210 Events & Activities Questions General Information International business in which your company is interested. 
211 Events & Activities Questions General Information Would you like a free subscription to Commercial News USA? 
212 Events & Activities Questions General Information Desired dates for services 
213 Events & Activities Questions General Information Alternate Dates 
214 Events & Activities Questions General Information Desired locations 
215 Events & Activities Questions General Information Additional services (needed/requested) 
216 Events & Activities Questions General Information Explain advantages you can provide 
217 Events & Activities Questions General Information Describe role of foreign business partner (s) (i. e. JV, etc)  Provide name (s) address(es) and CEOs of foreign business partner or buyers 
218 Events & Activities Questions General Information List all signatories for any agreements to be witness (name, title, organization) 
219 Events & Activities Questions General Information Please describe the legal nature and impact of any document that will be signed. 
220 Events & Activities Questions General Information Are you a member of the Industry Business Association/Club or Chamber of Commerce? 
221 Events & Activities Questions General Information Services/assistance requested from the post if status in approved (e.g., one-on-one business appoints, plant visits, translators, reception, hotel and transportation arrangements. 
222 Events & Activities Questions General Information Target date of advance trip, name of advance officer. 
223 Events & Activities Questions General Information Please provide a brief description of how organization's participation is consistent with the goals and objectives of this mission, as set forth in the accompanying mission statement. 
224 Events & Activities Questions General Information If government, please check which best describes you: federal, state, local 
225 Events & Activities Questions General Information Outline your goals and objectives. 
226 Events & Activities Questions General Information Indicate names of VIP leaders, if appropriate. 
227 Events & Activities Questions General Information Proposed itinerary.  Please give as much detail as possible. 
228 Advocacy Center Questions General Information Please highlight the competitiveness of the applicant’s bid or proposal in terms of technology, price, full lifecycle cost, best value, or other factors:
229 Events & Activities Questions General Information Division or subsidiary of
230 Events & Activities Questions General Information What seminars, workshops, or conferences has your organization conducted? 
231 Events & Activities Questions General Information Describe any preference, technical qualification, servicing capabilities, requirements, or pre-qualifications that ideal prospects must have. 
232 Contact Questions General Information If this company is a subsidiary, the parent company(ies) and any controlling individual(s) 
233 Contact Questions General Information Are you currently working with a US Export Assistance Center (USEAC), Dept of Commerce, US Embassy or other government organization?
234
General Information If working with USEAC, please provide City and Trade Specialist Name:
235 Contact Questions General Information Share Information with other TPCC Agencies
236 Contact Questions General Information Delegation 
237 Organization Questions General Information Securities Exchange Commission Affiliation/Reporting
238 Organization Questions General Information NAICs Code/Category
239 Organization Questions General Information HS Code
240 Organization Questions General Information ISO 9000 Registered
241 Organization Questions General Information TQM/Six Sigma Certified
242 Organization Questions General Information Working towards Certification
243 Organization Questions General Information Anticipated Year to Complete Certification
244 Organization Questions General Information Agreement concerning bribery and corporate policy prohibiting bribery 
245 Organization Questions General Information Certification 
246 Organization Questions General Information Referral OIO, ODO, IBP, Trade Missions, Partner, CS Event 
247 Organization Questions General Information Under which state's laws is your organization organized 
248 Organization Questions General Information Provide relevant industrial economic sector(s) 
249 Organization Questions General Information Have you ever participated in any of the following CS services (check all that apply)? 
250 Organization Questions General Information What type of contacts are you seeking (check all that apply)? 
251 Organization Questions General Information Describe any preferences, qualifications, servicing capabilities, requirements, or pre-qualifications that ideal prospects must have, such as English language ability, etc. 
252 Organization Questions General Information Please List any specific educational institutions, associations, agents, etc., that you would like us to contact. 
253 Organization Questions General Information Is your institution seeking representation on an exclusive basis in this market? 
254 Organization Questions General Information Do you have an exclusive arrangement with your current partner? 
255 Organization Questions General Information Is your representative aware that you are seeking additional representation? 
256 Organization Questions General Information Desired Locations/Cities 
257 Organization Questions General Information Additional Services (please note any other assistance that would be required) 
258 Trade Leads Intake Form General Information U.S. Embassy/Consulate Commercial Specialist Responsible for Lead: 
259 Trade Leads Intake Form General Information U.S. Embassy/Consulate Post: 
260 Trade Leads Intake Form General Information Companies You Currently Represent: 
261 Trade Leads Intake Form General Information For Tenders Trade Leads - Companies That are Already Pre-Qualified: 
262 Trade Leads Intake Form General Information Is There a Sovereign or Corporate Guarantee for This Project? (Yes/No) *Imperative to Know this For ExIm Financing.
263 Trade Leads Intake Form General Information Can Bid be Submitted in English? (Yes/No)       
264 Trade Leads Intake Form General Information What Type of Business Contacts You Are Seeking:* Manufacturer, Joint Venture Partner or Licensee, Agent/Sales Representative, Franchisee, Other, Please Specify:
265 Trade Leads Intake Form General Information Should Responding Firms Write in English or Another Language: English, Other/Please Specify:
266 Trade Leads Intake Form General Information Do You Want Responses from U.S. Manufacturers Only or Are Agents and Distributors Acceptable?: U.S. Manufacturers Only, Agents and Distributors Acceptable
267 Trade Leads Intake Form General Information Is a Service Contract Required? (Yes/No)
268 Advocacy Center Questions General Information Place of Domicile
269 Advocacy Center Questions General Information Bidder of Record:
a) Is the applicant the bidder of record? (Please check one.) (Yes/No)
b) If no, please provide the name and nationality of the bidder of record: Name: Nationality:

270 Advocacy Center Questions General Information Is the applicant bidding as part of a partnership, consortium, joint venture, or other form of association with other companies? (Yes/No)
a) If yes, please list below: (If needed, list any additional partners in a separate attachment.)
Partner 1 - Company Name, Contact Name, Title, Nationality, Telephone, Email address
Partner 2 - Company Name, Contact Name, Title, Nationality, Telephone, Email address
Partner 3 - Company Name, Contact Name, Title, Nationality, Telephone, Email address

271 Advocacy Center Questions General Information Advocacy Type: a) Is this a request for (please check only one): Commercial (non-Defense) Advocacy?, Defense Advocacy?
b) If this is for Defense Advocacy, is this a (please check only one): Foreign Military Sale (FMS)?, Direct Commercial Sale (DCS)?, To be Determined

272 Advocacy Center Questions General Information Reason for Requested Assistance:
273 ITAC Application General Information ITAC(s) of Interest
274 ITAC Application General Information blank
275 ITAC Application General Information If the applicant is a representing a trade association, identify all foreign and domestic entities involved, including percentage of ownership and control and role of each entity.
276 Trade Leads Intake Form General Information What Specific Information Do You Want U.S. Suppliers to Provide to You When They Respond? 
277 Organization Questions General Information How did you learn about this program? 
278 Organization Questions General Information How would you change or improve the site? 
279 Organization Questions General Information What enhancements would make it more useful? 
280 Organization Questions General Information Have you signed-up for any of our e-mail updates? 
281 Organization Questions General Information How would you rate the overall usefulness of our e-mail updates? 
282 Organization Questions General Information How could we make our e-mail updates more useful to you? 
283 Organization Questions General Information Do you have (foreign language)-speaking staff members with applicable qualifications that could work on foreign enterprise projects 
284 Organization Questions General Information Other services or activities 
285 Organization Questions General Information Associated Companies/Division or Subsidiaries 
286 Organization Questions General Information BSP categories 
287 Organization Questions General Information Additional BSP listings 
288 Organization Questions General Information Authorization of overseas post to disclose name of client to the target company/individual 
289 Organization Questions General Information What type of business contacts are you seeking? 
290 Organization Questions General Information Is your firm seeking representation on an exclusive basis in this market? 
291 Organization Questions General Information Describe any preference, technical qualifications, servicing capabilities, requirements, or pre-qualifications that ideal prospects must have. 
292 Organization Questions General Information Is your representative/partner aware you are seeking additional representation? 
293 Organization Questions General Information What is the outcome or result you expect to accomplish by working with CS? 
294 Organization Questions General Information List priority countries of most importance to you. 
295 Organization Questions General Information For each market you have selected, please specify questions/topics you would like to discuss with the Commercial Specialists 
296 Organization Questions General Information The U.S Commercial Service has offices at US Embassies/Consulates in 82 countries. Can we be of assistance in any other markets?  
297 Organization Questions General Information Are there any specific companies, or types of companies, you would like us to contact? If so, please name them. 
298 Organization Questions General Information Are there specific companies you would not like us to contact? If so, please name them. 
299 Organization Questions General Information If applicable, please provide the necessary contact information of your current representative/partner: 
300 Organization Questions General Information Short Business Service Provider Description 
301 Organization Questions General Information Complete Business Service Provider Description 
302 Organization Questions General Information Description of company/products/services/objectives 
303 Organization Questions General Information Challenged, Mixed effective, effective 
304 Organization Questions General Information Are you looking for representation in <country>? 
305 Organization Questions Import Data If import rights are limited to a number of countries, please list countries 
306 Organization Questions Import Data Product/service wishing to import 
307 Organization Questions Import Data Firms' objective to import: (Choose all that apply) 
308 Organization Questions Import Data Import Control Classification Code 
309 Organization Questions Import Data Can the company promptly fill any new import orders from its present inventory? 
310 Organization Questions Import Data Number of years importing 
311 Organization Questions Import Data Have you previously tried to import from the U.S.? 
312 Organization Questions Import Data Are there specific import issues that you would like to discuss? 
313 Organization Questions Import Data How would you describe your firm's top management commitment to supporting import activities? 
314 Organization Questions Import Data What prompted your company to import? 
315 Organization Questions Marketing Data Do you have an international marketing plan? 
316 Organization Questions Marketing Data What international marketing and promotional methods have you used? 
317 Events & Activities Questions Marketing Data Where are you most interested in marketing your product? 
318 Organization Questions Marketing Data How is your company planning to develop sales in target markets? 
319 Organization Questions Marketing Data What new markets are you targeting to expand future sales? 
320 Organization Questions Marketing Data What promotional methods does your company use domestically?  
321 Events & Activities Questions Marketing Data What market research do you conduct? 
322 Organization Questions Marketing Data If no, does your company need help developing a US marketing plan? 
323 Organization Questions Marketing Data Does your firm have a US marketing plan? 
324 Organization Questions Marketing Data What promotional methods does your company use domestically? 
325 Events & Activities Questions Minority Data Organization may provide any information that it considers relevant to the purpose of the trade mission regarding diversity and/or traditional under-representation in business. 
326 Trade Leads Intake Form Minority Data Is your company (check all that apply): Woman-owned (Organization is at least 51% owned, operated, and controlled by a minimum of one U.S. citizen whose gender is female)
327 Trade Leads Intake Form Minority Data Is your company (check all that apply): Veteran-owned (Organization is at least 51% owned, operated, and controlled by a minimum of one U.S. citizen who has served or currently serving in the U.S. armed forces) 
328 Trade Leads Intake Form Minority Data Is your company (check all that apply): Minority-owned (Organization is at least 51% owned, operated, and controlled by a minimum of one U.S. citizen whose ethnic background is at least 25% Asian-Indian, Asian-Pacific, Black, Hispanic, or Native American) 
329 Trade Leads Intake Form Minority Data Is your company (check all that apply): Disabled-owned (Organization is at least 51% owned, operated, and controlled by a minimum of one U.S. citizen who is disabled as defined by the Americans with Disabilities Act) 
330 Trade Leads Intake Form Minority Data Is your company (check all that apply): Religious Minority-owned (Organization is at least 51% owned, operated, and controlled by a minimum of one U.S. citizen whose religion is considered to be a minority within the United States)
331 Trade Leads Intake Form Minority Data Is your company (check all that apply): LGBTQ+ owned (Organization is at least 51% owned, operated, and controlled by a minimum of one U.S. citizen who is part of the lesbian, gay, bisexual, transgender, and queer + community)
332 Trade Leads Intake Form Minority Data Is your company (check all that apply): Minority Serving Institutions (an accredited academic institution whose enrollment of a single minority or a combination of minorities exceeds fifty percent of the total enrollment, including graduate and undergraduate and full- and part-time students.)
333 Trade Leads Intake Form Minority Data Is your company (check all that apply): None of the above / Don’t know 
334 Trade Leads Intake Form Minority Data If respondent selects Minority-owned, ask the following question: What is your race and/or ethnicity? Select all that apply.
- American Indian or Alaska Native
For example, Navajo Nation, Blackfeet Tribe of the Blackfeet Indian Reservation of Montana, Native Village of Barrow Inupiat Traditional Government, Nome Eskimo Commnity, Aztec, Maya, etc.
- Asian
For example, Chinese, Asian Indian, Filipino, Vietnamese, Korean, Japanese, etc.
- Black or African American
For example, African American, Jamaican, Haitian, Nigerian, Ethiopian, Somali, etc.
- Hispanic
For example, Mexican, Puerto Rican, Salvadoran, Cuban, Dominican, Guatemalan, etc.
- Native Hawaiian or Other Pacific Islander
For example, Native Hawaiian, Samoan, Chamarro, Tongan, Fijian, Marshellese, etc.
- White
For example, English, German, Irish, Italian, Polish, Scottish, etc.

Categories need to be changed to: American Indian or Alaska Native, Asian, Black or African American, Hispanic or Latino, Middle Eastern or North African, Native Hawaiian or Pacific Islander, White
335 SPD-15/Minority Data Minority Data Do you identify with any of the followng groups that the federal government, in Executive Order 13985, has identified as underserved? Check all that apply.
• Members of religious minorities
• Lesbian, gay, bisexual, transgender, and queer (LGBTQ+) persons
• Persons with disabilities
• Persons who live in rural areas
• Persons otherwise adversely affected by persistent poverty or inequality.
• No, I do not identify with any of these groups.

337 International Trade Specialist Counseling Tool Organization Information Institution website address
338 Contact Questions Organization Information Organization Name
339 Contact Questions Organization Information Organization Address 1:
340 Contact Questions Organization Information Organization Address 2: 
341 Contact Questions Organization Information Organization City:
342 Contact Questions Organization Information Organization Country:
343 Contact Questions Organization Information Organization Web Site:
344 Organization Questions Organization Information Number of Employees
345 Organization Questions Organization Information Ownership Percentage
346 Organization Questions Organization Information Organization Description
347 Organization Questions Organization Information Year Organization Established
348 Organization Questions Organization Information Federal Tax ID Number or EIN
349 Organization Questions Organization Information Trade License Number
350 Organization Questions Organization Information IRS Waiver Form
351 Organization Questions Organization Information Preferred business language 
352 Organization Questions Organization Information Foreign-language speaking staff  
353 Organization Questions Organization Information Staff with applicable qualifications to work on foreign enterprise projects 
354 Organization Questions Organization Information Chamber registration number 
355 Organization Questions Organization Information Safety record 
356 Organization Questions Organization Information Under which state's law is your organization organized 
357 Organization Questions Organization Information Is your company register with the state or Commonwealth and provide name 
358 Organization Questions Organization Information Duns and Bradstreet number 
359 Organization Questions Organization Information Who are your major competitors 
360 Organization Questions Organization Information List name and location of other companies 
361 Organization Questions Organization Information What is your organization's primary function the XXX industry 
362 Organization Questions Organization Information What domestic channels of distribution does you company employ? 
363 Organization Questions Organization Information What markets/product categories does your organization represent or plan to represent in the (industry name) industry? Consumer Electronics: Audio; Emerging Technology; Automotive Electronics; Entertainment/Content; Computer Hardware & Software; Connected Home; Lifestyle Electronics, Content Distribution; Telecomm./Infrastructure; Digital Health and Fitness; Video; Digital Imaging/Photography; Wireless & Wireless Devices; Electronic Gaming; Other (Industry category names and subcategories selected via radio buttons change based on industry) 
364 Contact Questions Organization Type Agent/Rep/Distributor 
365 Contact Questions Organization Type Importer 
366 Contact Questions Organization Type Area Developer 
367 Events & Activities Questions Organization Type Business or organization type (Manufacturer, Distributor, Trade Association, etc.)
368 Contact Questions Organization Type Manufacturer
369 Contact Questions Organization Type Service Provider
370 Contact Questions Organization Type Educational Institution
371 Contact Questions Organization Type Franchisor (Master, Unit)
372 Contact Questions Organization Type Client Organization
373 Contact Questions Organization Type Associate Organizations
374 Contact Questions Organization Type Division or Subsidiaries
375 Contact Questions Organization Type Ownership/Parent Organization
376 Contact Questions Organization Type Corporate
377 Contact Questions Organization Type Headquarters
378 Contact Questions Organization Type Sponsoring Organization
379 Organization Questions Organization Type Bank
380 Contact Questions Organization Type Organization Type:* Distributor/Representative, National Government, Export Management Company, Service Company, Franchiser, Retailer, Other/Please Specify
381 Advocacy Center Questions Organizational Information Full Corporate Name
382 Advocacy Center Questions Organizational Information Headquarters Address - Street, City, State/Province, Postal Code, Country
383 Advocacy Center Questions Organizational Information Ownership (Identify any parent companies and the percentage of ownership of each parent.)
384 Advocacy Center Questions Organizational Information Number of Employees - In U.S.A., Outside U.S.A.
385 ITAC Application Organizational Information Size (number of employees?): blank, 0-50, 51-100, 100-250, 250-500, 500+
386 Organization Questions Organizational Information What is your organization's primary function in the (industry name) industry?  Consumer Electronics: Buying Organization; Government; Services; Industry Organization; IT/MIS; Finance &Investment (Organization primary functions, category  names and subcategories selected via radio buttons change based on industry) 
387 Organization Questions Organizational Information Trade license number 
388 Organization Questions Organizational Information Organization's objective 
389 Organization Questions Organizational Information Describe any special features of your company's operations, interests or objectives in the target market that can help us identify potential business partners. 
390 Organization Questions Organizational Information Is your company represented in the country/region? If yes, is this arrangement exclusive? 
391 Organization Questions Organizational Information Who are your major competitors? 
392 Organization Questions Organizational Information Provide additional information that CS should be aware of to fully understand your company and its requirements. 
393 Organization Questions Organizational Information How effective is your company with the following activities:  Conducting market research; developing business plans; marketing/selling internationally/ finding business partners; protecting intellectual property; ensuring compliance with US or foreign laws; managing payment/financing; shipping/preparing export documentation; ensuring sufficient production capacity. 
394 Events & Activities Questions Organizational Information Would you be able to establish a reliable supply chain to (organization)?
395 Organization Questions Product/Service Data Please list the ecommerce sales channels in which you sell your products/services online: 
396 Trade Leads Intake Form Product/Service Data Is there a Local Content Requirement? If So, How Much? Yes/If Yes, How Much?/No
397 Trade Leads Intake Form Product/Service Data Describe the product/service(s) you are looking for.  Please be as specific as possible.* 
398 Trade Leads Intake Form Product/Service Data If You Already Have a U.S. Supplier(s) in Mind, Please Indicate the Company of Interest Below. 
399 Trade Leads Intake Form Product/Service Data Quantity Needed: Price Range/Dollar ($) Value: 
400 Trade Leads Intake Form Product/Service Data Quantity Needed: Purchase Needed By/Submission Deadline:* 
401 ITAC Application Product/Service Data General description of trade activities and products and services of the U.S. entity to be represented.
402 Organization Questions Product/Service Data U.S. goods provided by your company 
403 Contact Questions Product/Service Data Product/Service contain 51 percent U.S. content?
404 Organization Questions Product/Service Data Product/Service description
405 Organization Questions Product/Service Data List the most important end-users or end-user industries for this product 
406 Organization Questions Product/Service Data Does the product require any special technical support or after-sales service 
407 Organization Questions Product/Service Data Does the product have patent/trademark/copyright registration 
408 Organization Questions Product/Service Data Describe product/service competitive advantages, unique selling proposition, applications, and unique features that differentiate your product from competition 
409 Organization Questions Product/Service Data Benefits/unique features 
410 Organization Questions Product/Service Data US good provided by your company 
411 Organization Questions Product/Service Data US services provided by your company  
412 Organization Questions Product/Service Data If you don't manufacture the product, provide name and location of manufacturers’ headquarters 
413 Organization Questions Product/Service Data If not manufacturer, does your firm have documented sales or distribution authorization for the product 
414 Organization Questions Product/Service Data Please list end-users and/or industries that use this product 
415 Organization Questions Product/Service Data Is the company's product sourced/produced entirely in the US? 
416 Organization Questions Product/Service Data Is product/service currently being sold in US 
417 Events & Activities Questions Product/Service Data Product categories/industries to be promoted. 
418 Organization Questions Product/Service Data If you do not manufacture the product, provide name and location of manufacturer's headquarters 
419 Organization Questions Product/Service Data If not the manufacturer, does your firm have documented sales or distribution authorization for the product? 
420 Organization Questions Product/Service Data Please list end users and/or industries that use this product 
421 Organization Questions Product/Service Data Describe product/services competitive advantages, unique selling proposition, applications, and unique features that differentiate your product from competition. 
422 Organization Questions Product/Service Data Does the product require any special technical support or after-sales service? 
423 Organization Questions Product/Service Data Does the product have patent/trademark/copyright registration? 
424 Organization Questions Product/Service Data Discuss Intellectual Property:  
425 Trade Leads Intake Form Product/Service Data List the Most Important End-Users or End-User Industries for This Product / Service: 
426 Trade Leads Intake Form Product/Service Data What Type of Licensing or Registration Does the Product You Are Seeking Require in Your Country? 
427 Organization Questions Project Data Provide overall economic value of the project or transaction 
428 Advocacy Center Questions Project Data How will the project be financed (if known)?
429 Advocacy Center Questions Project Data Is the applicant or any of its partners seeking U.S. Government financing through EXIM Bank or the Development Finance Corporation (DFS) for the project? (Yes/No)
a) If yes, please name the institution(s) and status of the applicantion(s):
b) If no, please indicate whether the Applicant or any of its partners plan to seek or would like assistance in seeking such financing/support for the project: (Yes/No)

430 Advocacy Center Questions Project Data Is the project financed by any of the following Multilateral Development Banks (MDBs): World Bank (WB), Inter-American Development Bank (IDB), African Development Bank (AfDB), European Bank for Reconstruction and Development (EBRD), or the Asian Development Bank (ADB)? (Yes/No/Not Sure)
a) If yes, please specify the MDB:

431 Events & Activities Questions Project Data Identify all foreign and domestic entities involved, including ownership and control and role of each entity in the project.  Entity/ownership, percent ownership of this project. 
432 Events & Activities Questions Project Data What if any agreements/approvals have preciously occurred in connection with this project? 
433 Organization Questions Project Data How will this project/transaction affect the environment? 
434 Advocacy Center Questions Project Data Project: Name of Project, Location, Country
435 Advocacy Center Questions Project Data Please provide a description of the project or procurement the applicant is pursuing ("the project)".
436 Advocacy Center Questions Project Data Please list the foreign government entity or entities responsible for awarding the project and other officials who may have influence over the project.
437 Advocacy Center Questions Project Data What is the current status of the project? (Please include applicant interactions with foreign government decision- makers to date.) 
438 Advocacy Center Questions Project Data Please provide the specific timeframe for when project actions will take place and when decisions will be made (if known). Interim Decision Date(s): Final Decision Date:
439 Advocacy Center Questions Project Data Please indicate the best estimate or actual values (in U.S. Dollars only) contributed to the project by theApplicant and other companies, including partners or suppliers, if applicable:
a) U.S.-Sourced Goods Provided by Applicant:
b) U.S.-Sourced Services Provided by Applicant:
c) U.S.-Sourced Goods Provided by Other Companies:
d) U.S.-Sourced Services Provided by Other Companies:
e) Total U.S.-Sourced Goods and Services: (a + b + c + d)
f) Foreign-Sourced Goods Provided by Applicant:
g) Foreign-Sourced Services Provided by Applicant:
h) Foreign-Sourced Goods Provided by Other Companies:
i) Foreign-Sourced Services Provided by Other Companies:
j) Total Foreign-Sourced Goods and Services: (f + g + h + i)
k) Total Project Value: (e + j)
l) Percent U.S.-Sourced Goods and Services: % (e ÷ k) x 100

440 Advocacy Center Questions Project Data Please list all project goods and/or services, whether U.S.- or foreign-sourced. Please include quantity, if applicable:
Please identify which of the project goods and/or services will be U.S.-sourced:
a) U.S.-Sourced Goods and/or Services Provided by the Applicant:
b) U.S.-Sourced Goods and/or Services Provided by Other Companies: Please list the names and locations of other companies supplying U.S.-sourced goods and/or services as part of the applicant’s bid or proposal: (If needed, list any additional companies in a separate attachment.) Company: Location: Company: Location: Company: Location:
c) From which U.S. state(s) would exports be made, should the applicant be awarded the project? (If needed, list any additional states in a separate attachment.) State: State: State: State: State: State:
d) Please identify which of the project goods and/or services are foreign-sourced:
Foreign-Sourced Goods and/or Services Provided by Applicant:
e) Foreign-Sourced Goods and/or Services Provided by Other Companies: Please list the name and location of companies supplying foreign-sourced goods and/or services as part of the applicant’s bid or proposal: (If needed, list any additional companies in a separate attachment.) Company: Location: Company: Location: Company: Location:

441 Advocacy Center Questions Project Data Please identify the competitors for the project: (If needed, list any additional competitors in a separate attachment.) 
a) U.S. Competitors: Company - Company - Company - Company - Company - Company -
b) Foreign (non-U.S.) Competitors: Company - Nationality - Company - Nationality - Company - Nationality - Company - Nationality - Company - Nationality - Company - Nationality -

442 Advocacy Center Questions Project Data Is the U.S. Trade and Development Agency (USTDA) providing support for the project? (Yes/No/Not Sure)
a) If yes, please indicate whether USTDA project support is through feasibility studies, training grants, or other assistance (if known):
b) If no, please indicate whether the Applicant or any of its partners plan to seek or would like assistance in seeking support from USTDA for the project: (Yes/No)

443 Advocacy Center Questions Project Data Is the applicant or any of its partners receiving advocacy or other assistance from a foreign government for the project? (Yes/No)
a) If yes, please list the foreign government(s), and partner(s), if applicable:

444 SPD-15/Minority Data Race and Ethnicity Data Figure 1. Race and Ethnicity Question with Minimum Categories, Multiple Detailed Checkboxes, and Write-In Response Areas with Example Group (DO NOT DISTRIBUTE - FOR INTERNAL FEDERAL GOVERNMENT USE ONLY)
What is your race and/or ethnicity? Select all that apply and enter additional details in the spaces below.
• American Indian or Alaska Native – Enter, for example, Navajo Nation, Blackfeet Tribe of the Blackfeet Indian Reservation of Montana, Native Village of Barrow Inupiat Traditional Government, Nome Eskimo Community, Aztec, Maya, etc.
• Asian – Provide details below:
• Chinese • Asian Indian • Filipino • Vietnamese • Korean • Japanese
Enter, for example, Pakistani, Hmong, Afghan, etc.
• Black or African American – Provide details below.
• African American • Jamaican • Haitian • Nigerian • Ethiopian • Somali
Enter, for example, Trinidadian and Tobagonian, Ghanaian, Congolese, etc.
• Hispanic or Latino – Provide details below.
• Mexican • Puerto Rican • Salvadoran • Cuban • Dominican • Guatemalan
Enter, for example, Colombian, Honduran, Spaniard, etc.
• Middle Eastern or North African – Provide details below.
• Lebanese • Iranian • Egyptian • Syrian • Iraqi • Israeli
Enter, for example, Moroccan, Yemeni, Kurdish, etc.
• Native Hawaiian or Pacific Islander – Provide details below.
• Native Hawaiian • Samoan • Chamorro • Tongan • Fijian • Marshallese
Enter, for example, Chuukese, Palauan, Tahitian, etc.
• White – Provide details below.
• English • German • Irish • Italian • Polish • Scottish
Enter, for example, French, Swedish, Norwegian, etc.

445 SPD-15/Minority Data Race and Ethnicity Data Figure 2. Race and Ethnicity Question with Minimum Categories Only and Examples (DO NOT DISTRIBUTE - FOR INTERNAL FEDERAL GOVERNMENT USE ONLY)
What is your race and/or ethnicity? Select all that apply.
• American Indian or Alaska Native – For example, Navajo Nation, Blackfeet Tribe of the Blackfeet Indian Reservation of Montana, Native Village of Barrow Inupiat Traditional Government, Nome Eskimo Community, Aztec, Maya, etc.
• Asian – For example, Chinese, Asian Indian, Filipino, Vietnamese, Korean, Japanese, etc.
• Black or African American – For example, African American, Jamaican, Haitian, Nigerian, Ethiopian, Somali, etc.
• Hispanic or Latino – For example, Mexican, Puerto Rican, Salvadoran, Cuban, Dominican, Guatemalan, etc.
• Middle Eastern or North African – For example, Lebanese, Iranian, Egyptian, Syrian, Iraqi, Israeli, etc.
• Native Hawaiian or Pacific Islander – For example, Native Hawaiian, Samoan, Chamorro, Tongan, Fijian, Marshallese, etc.
• White – For example, English, German, Irish, Italian, Polish, Scottish, etc.

446 SPD-15/Minority Data Race and Ethnicity Data Figure 3. Race and Ethniciy Question with Minimum Categories Only (DO NOT DISTRIBUTE - FOR INTERNAL FEDERAL GOVERNMENT USE ONLY)
What is your race and/or ethnicity?
Select all that apply.
• American Indian or Alaska Native
• Asian
• Black or African American
• Hispanic or Latino
• Middle Eastern or North African
• Native Hawaiian or Pacific Islander
• White

53 International Trade Specialist Counseling Tool Website/Digital Data Is your [organization] familiar with the international regulatory requirements that impact cross-border digital activity (e.g. consumer privacy, fiscal thresholds, customs fees and tax such as Value Added Tax (VAT) or Digital Service Tax (DST) obligations)?  If so, what is your institution doing to meet these requirements? 
54 International Trade Specialist Counseling Tool Website/Digital Data Has your [organization] taken General Data Protection Regulation (GDPR) into consideration? 
55 International Trade Specialist Counseling Tool Website/Digital Data Does your [organization] have an IT security program, and have you updated it in the last 6 months to address new online cyber security issues? 
56 International Trade Specialist Counseling Tool Website/Digital Data Does your [organization] have an established digital strategy that supports your ability to conduct online cross-border campaigns? 
57 International Trade Specialist Counseling Tool Website/Digital Data Does your [organization] use online platforms overseas to promote the institution? If so, which platforms promote your education institution? 
58 International Trade Specialist Counseling Tool Website/Digital Data Does your [organization] website include a translation mechanism (i.e. Google translate)? 
59 International Trade Specialist Counseling Tool Website/Digital Data If your [organization] website is translated, have you assigned someone to reply to inquiries in that language? 
62 International Trade Specialist Counseling Tool Website/Digital Data Is your [organization] utilizing any 3rd party service providers to help manage your online presence in your target markets? (e.g. social media and marketplace linking) 
69 International Trade Specialist Counseling Tool Website/Digital Data Is your [organization] talking, thinking, or actively engaged in a cross-border digital strategy?
73 International Trade Specialist Counseling Tool Website/Digital Data Is your [organization] aware of what your competition is doing online? If so, what have you learned about your competition?
74 International Trade Specialist Counseling Tool Website/Digital Data Does your [organization] have established Key Performance Indicators (KPIs) to track your website and digital marketing progress?  If so, are you willing to share those with us to establish baseline performance benchmarks?  
447 International Trade Specialist Counseling Tool Website/Digital Data Is there any additional information you would like to provide about your website or digital strategy? 
448 Educational Institution WGR Intake Form 2.0 Website/Digital Data Please provide your top three competitor website URLs for benchmarking purposes.
1.
2.
3.

449 Educational Institution WGR Intake Form 2.0 Website/Digital Data When was your website designed or last updated? 
450 Educational Institution WGR Intake Form 2.0 Website/Digital Data How is your website managed?: In-house web designer: creates content, updates site, search engine optimization; External web designer: creates content, updates site, search engine optimiation
451 Educational Institution WGR Intake Form 2.0 Website/Digital Data Do you track your website’s analytics?  If so, can you share them with us in order establish a performance baseline? 
452 Events & Activities Questions Website/Digital Data Have you done website search engine optimization (SEO) to your online promotional content in advance of this event? 
453 Organization Questions Website/Digital Data How would you change or improve the site? What enhancements would make it more useful? 
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Sheet 2: OMB Version

ICR 0625-0143 Domestic and International Clients Export Svcs & Customized Forms QUESTIONS LIST

Category Content Status
Client Type U.S. organization Approved
Client Type Foreign organization Approved
Client Type Other Approved
Client Type Researcher  Approved
Client Type Student  Approved
Client Type General population  Approved
Contact Information Alternate contact title Approved
Contact Information Alternate contact email Approved
Contact Information Alternate contact tel Approved
Contact Information Salutation Approved
Contact Information First name Approved
Contact Information Last name Approved
Contact Information Contact first name Approved
Contact Information Contact last name Approved
Contact Information Title Approved
Contact Information Telephone Approved
Contact Information Daytime phone number Approved
Contact Information Fax Approved
Contact Information Office phone Approved
Contact Information Cell/Mobile number Approved
Contact Information Affiliation Approved
Contact Information Email Approved
Contact Information User ID and password Approved
Contact Information Address 1 Approved
Contact Information Address 2 Approved
Contact Information City Approved
Contact Information State Approved
Contact Information Zip Code Approved
Contact Information Website Approved
Contact Information Contact Person: (Designated point of contact for the Applicant, which may be an independent third-party representative, if applicable) First name, Last name, Company, Telephone, Title, Email Approved
Contact Information Resume/Bio Approved
Contact Information Please enter your name as you would like us to use it: Prefix, First name, Middle initial or Name (if used), Last name, Suffix (if used) Approved
Contact Information In one brief sentence, please describe your work. Approved
Contact Information Please provide your work contact information. You may use a personal email address if preferred. Your position, Company/Organization name, Business address, City, State, Zip Code, Email, Phone number, Compay/Organization website Approved
Contact Information Position Approved
Contact Type Primary Approved
Contact Type Administrative Approved
Contact Type Purchaser Approved
Contact Type Recipient/End user Approved
Contact Type Requestor Approved
Contact Type Decision maker Approved
Contact Type President/CEO Approved
Contact Type Auditors Approved
Contact Type Shareholders Approved
Contact Type Board of Directors Approved
Contact Type International marketing Approved
Contact Type Manager Approved
Contact Type Banker Approved
Contact Type In-country representative Approved
Contact Type Mission sponsor Approved
Contact Type Principal U.S. subcontractors Approved
Contact Type Alternate contact Approved
District Export Council/Committee Please select your District Export Council/Committees: Approved
District Export Council/Committee Are you a member of the District Export Council/Committee? (Y/N) Approved
District Export Council/Committee Please provide a brief statement with your qualifications to be a DEC Member. You may include: Awards received or professional honors, Trade issues you are interested in, Other community work. Per the DEC Manual, you must disclose if you represent one or more foreign governments, including as Honorary Consuls, or are employed by an entity owned by or affiliated with a foreign government. This may disqualify you from appointment to a DEC. Determination of eligibility is made on an individual basis based on the individual’s ability to carry out the duties of a DEC Member representing solely the interests of the U.S. exporting community without the influence of foreign government interests, as well as the potential of the foreign appointment to raise appearance issues. Approved
E-Awards Application Information: Type of application
Choices:  E Award for Exports; E Award for Export Service; E Star Award for Exports; E Star Award for Export Service 
Approved
E-Awards E Star Applicants: Year of previous E Award receipt Approved
E-Awards E Award for Exports or E Star Award for Exports Applicants: U.S. Export Statistics:  Provide figures for each of the past four (4) years (either calendar or corporate fiscal), plus your most recent quarterly data. Data should include shipments to Canada and Mexico, but not Puerto Rico or the U.S. Virgin Islands. Do not include income from licensing agreements in sales figures; list licensing income separately  Approved
Educational Institution Data Additional organization information: Educational Institution: (Please select all that apply) Four-Year College/University, Graduate School/Program, Two-Year College, High School/Boarding School, English Language Program, Public/Private/Non-Profit, Private/For-Project, Other (Please specify)
Primary NAICs Code(1): Only complete if a Private/For-Profit Institution
Average Annual Revenues(2): Only complete is a Private/For-Profit Institution
Approved
Educational Institution Data Accrediting type and body: Approved
Educational Institution Data Do you have recruitment partners selling your courses online?    Approved
Educational Institution Data When your educational institution is assessing potential partners, including recruitment agents in target markets, is the ability of partners to assist with online program promotion and/or recruitment a primary qualifier?  Approved
Educational Institution Data Does your educational institution understand online transaction options and patterns for your courses and training in target markets? (e.g. market intel on consumer behavior in the education sector)  Approved
Educational Institution Data Type of educational institution: Approved
Educational Institution Data Total number of undergraduate/graduate students: Approved
Educational Institution Data Accrediting body: Approved
Educational Institution Data List degrees offered: Approved
Educational Institution Data Please list any specific educational institutions, associations, agents, etc., that we should not contact.  Approved
Educational Institution Data Does your educational institution have cross-border sales channels for online courses for credit or offer online classes of any kind?  If so, is it being offered through your own website, marketplace, social media or in-country partner?   Approved
Educational Institution Data Please provide 2-3 keywords that visitors would use to search for your school in a search engine:  Approved
Educational Institution Data Does your educational institution employ in-house talent to manage your online presence? If so, in what capacity, (e.g. C-suite, digital marketing department, single webmaster, or do you use a contracted 3rd party service provider? Approved
Educational Institution Data Do your in-country agents have an established online recruitment reputation and robust online recruitment channel network?  Approved
Educational Institution Data Number of international students on campus: Approved
Educational Institution Data Number of international students from the country of interest: Approved
Educational Institution Data Brief description of your educational institution. Approved
Educational Institution Data Describe the programs/degrees and any unique programs or characteristics. Approved
Educational Institution Data Do you have the following available for international students (check all that apply)? Approved
Educational Institution Data Minimum TOFEL score required: Approved
Educational Institution Data Do you accept IELTS?  Approved
Educational Institution Data If setting up an overseas campus, please describe the financial benefits to the U.S.  Approved
Educational Institution Data If academia, please check which best describes you: Faculty/Business; Faculty/Education; Faculty/Other; Student/Business; Student/Education; Student/Other  Approved
Events & Activities Describe the event in which the USG official is to participate (e.g., site visit, announcement, ribbon-cutting, business agreement signing).  Approved
Events & Activities What is your latest information on the status of this event?  Approved
Events & Activities What additional actions must occur before the event can materialize (e.g., financing needs to be secured, permits obtained, Ministry approval, etc.)?  Approved
Events & Activities A draft press release from your company announcing the event.  Approved
Events & Activities Specific points you would like the U.S. government official to highlight regarding the event: Approved
Events & Activities List any specific organizations, from the private and public sectors, with whom you know you wish to meet.  Approved
Events & Activities Outline of promotional campaign to be conducted in recruiting mission (e.g., mailing, fax campaign, brochure distribution at other trade events, radio spots).  Be as specific as possible and include target dates, when available. Approved
Events & Activities Deadline for accepting applications from participants: Approved
Events & Activities Proof, such as a copy of letter of invitation, that your mission has a host organization in countries that require such as arrangement (e. g., China).    Approved
Events & Activities Specify any need for special space and/or equipment for audiovisual presentations or technical programs.  Approved
Events & Activities How is the event financed (state whether financed wholly by event operator or if supported or underwritten financially in whole or in part by other organizations.  List organizations and financial obligation of each, including chambers of commerce, associations, business firms, city, state, or other government organizations)? Approved
Events & Activities Contact titles and names at show: Approved
Events & Activities What are your business objectives for attending [name of trade show]? Approved
Events & Activities Please identify decision makers for this event [name, title, organization].  Approved
Events & Activities If you are an exhibitor at [event name], what is your booth number?  Approved
Events & Activities Basic history or description of show: Approved
Events & Activities Specify product categories within this fair.  Approved
Events & Activities Number of exhibitors/participants (U.S. and others) expected: Approved
Events & Activities Number of visitors expected: Approved
Events & Activities Please provide a description of your event.    Approved
Events & Activities Please rank organization's top three objectives in participating in this trade mission (1=highest, 3=lowest).  Choices are: finding a sales representative, finding licenses, finding joint venture partners, exposure to new business prospects, product testing/market research, immediate sales, finding a distributor, government meetings, other. Approved
Events & Activities Event name and date: Approved
Events & Activities Event location: Approved
Events & Activities Booth number at show: Approved
Events & Activities Name of building and street address: Approved
Events & Activities Name of fair grounds or other location which event will occupy: Approved
Events & Activities Attach authority to occupy event site. Approved
Events & Activities Attach license or permit to operate the event. Approved
Events & Activities Date event opens: Approved
Events & Activities Date event closes: Approved
Events & Activities If no license or permit is required, please indicate this.  Approved
Events & Activities Person(s) attending show: Approved
Events & Activities How did you find out about this event?:  e-mail; media; printed press; website; other  Approved
Export Data Annual exports (as % of total sales): Less than 25%, More than 25% Approved
Export Data Total number of countries currently exporting to: Approved
Export Data Top three countries of export for the previous four years: Approved
Export Data What government and private sector export promotion events do you participate in?  Approved
Export Data Describe any instances in which you had to retrofit or redesign products or services to sell them in an international market.  Approved
Export Data How do you overcome language obstacles with your international customers?  Approved
Export Data Describe any trade barriers your organization has faced and how they were overcome.  Approved
Export Data If applicable, describe how you have developed a market abroad for products not previously exported.  Approved
Export Data If applicable, describe how you have opened a new market previously closed or extremely limited to American companies.  Approved
Export Data Describe any other strategies you employ for increasing international sales.  Approved
Export Data Describe how increased exports have affected employment for your organization.  Approved
Export Data How have you notified exporters of trade opportunities?  Approved
Export Data What documentation assistance have you provided to exporters?  Approved
Export Data Describe any overseas trade missions that you have sponsored.  Approved
Export Data Describe any programs you provided for international businesses.  Approved
Export Data Describe any other export services that you provide.  Approved
Export Data Provide three case studies describing exporters that have increased exports as a result of your help, being sure to describe the ways in which your activities helped; alternately, describe how the organization’s activities have resulted in community-wide export expansion.  Approved
Export Data Percent of revenue generated through exports: Approved
Export Data Countries in which sales are made in order of importance: Approved
Export Data Not counting your profit margin, what percent of the cost to your foreign buyer derives from U.S. sources:  Approved
Export Data Export Control Classification Code: Approved
Export Data Is your company willing to modify its product to meet foreign standards?  Approved
Export Data Can the company promptly fill any new export orders from its present inventory? Approved
Export Data How is your product typically distributed and marketed in the US and other countries? Approved
Export Data Product/service wishing to export: Approved
Export Data Does U.S. content represent at least 51% of the value of the finished product?  Approved
Export Data How would you describe your firm's top management commitment to supporting export activities?  Approved
Export Data What are the company's international sales objectives for the next 3 years (as % of total sales)? Approved
Export Data What prompted your company to export?  Approved
Export Data Number of employees whose jobs are attributable to exporting:  Approved
Export Data Export stats: Year, total sales, export sales, percent exports to total sales, income from licensing agreements.  Approved
Export Data Name key exporting problems: Approved
Export Data Name factors that could inhibit international sales of your company or company's products/services: Approved
Export Data New-to-exporting  Approved
Export Data New-to-market  Approved
Export Data Increase-to-market  Approved
Export Data Exporting experience/information: Approved
Export Data Number of years exporting: Approved
Export Data Products exported: Approved
Export Data Annual exports (% of total sales): Approved
Export Data Novice, Intermediate, Successful  Approved
Export Data Countries exporting to (please provide the names of the countries to which you exported and the approximate dollar value of the organization’s worldwide exports for the last two calendar years): Approved
Export Data Are you currently selling your product or service online to consumers in overseas countries?  Approved
Export Data Countries of interest: Approved
Export Data Does the product/service to be exported require any special technical support of after-sales service?  Approved
Export Data Have you inquired about IP requirements in foreign markets?  Approved
Export Data Which international distribution channels does your company currently use?  Approved
Export Data Are there specific export issues that you would like to discuss?  Approved
Export Data Not counting your profit margin, what percent of the cost to your foreign buyer derives from US sources?  Approved
Export Data Do you have access to capital and can that money be dedicated to developing market share in one or more foreign countries?  Approved
Export Data Do you have enough excess capacity to handle foreign sales orders?  Approved
Export Data Do you have the resources in your company to learn about and comply with U.S. export controls, foreign government import controls, foreign government regulations, and foreign cultural and business norms?  Approved
Export Data Have you exported in the past two years and, if so, was it based on a deliberate plan or strategy?  Approved
Export Data Company export profile: Approved
Export Data U.S. exporters: Approved
Export Data What type(s) of information were you looking for when visiting Export.gov? Approved
Export Data What is your organization's objective to export?  Approved
Export Data Type of export counseling desired.  Approved
Export Data How interested are you in establishing a business connection with [name of organization] for export sales to [location]?  Approved
Export Data What exporting-related training have you conducted for your employees and/or international customers?  Approved
Export Data Export Licensing: a) Are there items or technology to be exported in connection with the project that require U.S. Government marketing or export license? (Yes/No)
b) If yes, please list the license and /or application number(s) and status: License/Application Number(s): Status of Application:
Approved
Export Data How is your product typically distributed and marketed in other countries?  Approved
Export Data Will patent/trademark/copyright protection abroad be necessary?  Approved
Export Data Name factors that could inhibit international sales of your company: Approved
Export Data What specific innovations can you offer to [foreign enterprise]?  Approved
Export Data Value and detailed description of all projected U.S. export content: Approved
Export Data States from which the projected U.S. export content will be sources: Approved
Export Data Description of product or service exported: Approved
Export Data What is your international sales model? (E.g. direct sales, distributors/agents)  Approved
Export Data Do you currently sell online to overseas consumers?  Approved
Export Data What specific innovations can you offer to foreign enterprise?  Approved
Export Data Trade references (name/product, country, year, volume): Approved
Export Data If export rights are limited to a number of countries, please list countries.  Approved
Export Data Are you the rights holder or do you have the legal right to sell or distribute the export for which you are asking for assistance in the foreign market or markets in question?  Approved
Export Data Please indicate any professional expertise that might be useful for counseling exporters. Please select one or more: Accounting/Taxes, Compliance/Export Controls, Documentation, Export Readiness Counseling, Free Trade Agreements, Identifying/Qualifying International Buyers, General Legal/Intellectual Property/Partnership Agreements, Logistics/Supply Chain, Marketing/Social Media/eCommerce, Market Research/Market Entry Strategies, Methoids of Payment/Finance/Insurance, Trade Policy, Standards/Product Registration/Certification Approved
Export Data Please indicate any regional expertise that might be useful in counseling exporters. Please select one or more: North America (Canda and Mexico), Central & South America & Caribbean, Africa & The Middle East, Europe and Eurasia, China, Asia and Oceania Approved
Export Data Would you like to add additional export regions to your listing? Approved
Export Data Primary export regions/countries: Approved
Export Data Secondary export regions/countries: Approved
Export Data Export Licensing: a) Are there items or technology to be exported in connection with the project that require U.S. Government marketing or export license? (Yes/No)
b) If yes, please list the license and /or application number(s) and status: (required) License/Application Number(s): Status of Application(s):
Approved
Finance Data Annual sales: Approved
Finance Data Financial data information: Approved
Finance Data Capital structure: Approved
Finance Data Credit Card Information: Cardholder name, Credit card type (Visa, Master card, etc), Expiration date, Card number Approved
Finance Data Check Payment: Account holder name, ACH/Routing number, Account number, Check number Approved
Finance Data Sales Frequency: Longer Term Suppliers, Short Term Supplier, Irregular Purchases, Single Purchases Approved
Finance Data Name and contact information for company official in charge of financing: Approved
Finance Data Average Annual Revenue: Less than $1 Million, $1-3M, $3M+ Approved
Gender Data Sex: (Optional)
• Female
• Male
Approved
General Information How would you rate the overall usability of Export.gov?  Approved
General Information Did you know that you could sign-up for e-mail updates from Export.gov?  Approved
General Information Potential services: Market Research, Gold Key Service, International Company Profile, Advocacy, etc.  Approved
General Information Are there any specific companies, or types of companies, you would like us to contact? If so, please name them. Approved
General Information Business Service Provider categories: Approved
General Information Additional Business Service Provider listings authorization of international posts to disclose name of client to the target company/individual: Approved
General Information International business in which your company is interested: Approved
General Information Would you like a free subscription to Commercial News USA?  Approved
General Information Desired dates for services: Approved
General Information Alternate dates: Approved
General Information Desired locations: Approved
General Information Additional services (needed/requested): Approved
General Information Explain advantages you can provide: Approved
General Information Describe role of foreign business partner (s) (i. e. JV, etc)  Provide name (s) address(es) and CEOs of foreign business partner or buyers. Approved
General Information List all signatories for any agreements to be witness (name, title, organization): Approved
General Information Please describe the legal nature and impact of any document that will be signed. Approved
General Information Are you a member of the Industry Business Association/Club or Chamber of Commerce?  Approved
General Information Services/assistance requested from the post if status in approved (e.g., one-on-one business appoints, plant visits, translators, reception, hotel and transportation arrangements): Approved
General Information Target date of advance trip, name of advance officer: Approved
General Information Please provide a brief description of how organization's participation is consistent with the goals and objectives of this mission, as set forth in the accompanying mission statement.  Approved
General Information If government, please check which best describes you: federal, state, local Approved
General Information Outline your goals and objectives.  Approved
General Information Indicate names of VIP leaders, if appropriate.  Approved
General Information Proposed itinerary.  Please give as much detail as possible.  Approved
General Information Please highlight the competitiveness of the applicant’s bid or proposal in terms of technology, price, full lifecycle cost, best value, or other factors: Approved
General Information Division or subsidiary of: Approved
General Information What seminars, workshops, or conferences has your organization conducted?  Approved
General Information Describe any preference, technical qualification, servicing capabilities, requirements, or pre-qualifications that ideal prospects must have.  Approved
General Information If this company is a subsidiary, the parent company(ies) and any controlling individual(s): Approved
General Information Are you currently working with a U.S. Export Assistance Center (USEAC), Dept of Commerce, U.S. Embassy or other government organization? Approved
General Information If working with USEAC, please provide City and Trade Specialist Name: Approved
General Information Share information with other TPCC Agencies: Approved
General Information Delegation: Approved
General Information Securities Exchange Commission affiliation/reporting: Approved
General Information NAICs Code/Category: Approved
General Information HS Code: Approved
General Information ISO 9000 Registered: Approved
General Information TQM/Six Sigma Certified: Approved
General Information Working towards Certification: Approved
General Information Anticipated year to complete Certification: Approved
General Information Agreement concerning bribery and corporate policy prohibiting bribery: Approved
General Information Certification: Approved
General Information Referral OIO, ODO, IBP, Trade Missions, Partner, CS Event: Approved
General Information Under which state's laws is your organization organized? Approved
General Information Provide relevant industrial economic sector(s): Approved
General Information Have you ever participated in any of the following CS services (check all that apply)?  Approved
General Information What type of contacts are you seeking (check all that apply)?  Approved
General Information Describe any preferences, qualifications, servicing capabilities, requirements, or pre-qualifications that ideal prospects must have, such as English language ability, etc.  Approved
General Information Please list any specific educational institutions, associations, agents, etc., that you would like us to contact.  Approved
General Information Is your institution seeking representation on an exclusive basis in this market?  Approved
General Information Do you have an exclusive arrangement with your current partner?  Approved
General Information Is your representative aware that you are seeking additional representation?  Approved
General Information Desired locations/cities: Approved
General Information Additional services (please note any other assistance that would be required): Approved
General Information U.S. Embassy/Consulate Commercial Specialist responsible for lead:  Approved
General Information U.S. Embassy/Consulate Post:  Approved
General Information Companies you currently represent:  Approved
General Information For tenders Trade Leads - companies that are already pre-qualified:  Approved
General Information Is there a sovereign or corporate guarantee for this project? (Yes/No) *Imperative to know this for exIm financing. Approved
General Information Can bid be submitted in English? (Yes/No)        Approved
General Information What type of business contacts you are seeking:* Manufacturer, Joint Venture Partner or Licensee, Agent/Sales Representative, Franchisee, Other, Please Specify: Approved
General Information Should responding firms write in English or another language: English, Other/Please Specify: Approved
General Information Do you want responses from U.S. manufacturers only or are agents and distributors acceptable?: U.S. Manufacturers Only, Agents and Distributors Acceptable Approved
General Information Is a service contract required? (Yes/No) Approved
General Information Place of domicile: Approved
General Information Bidder of record:
a) Is the applicant the bidder of record? (Please check one.) (Yes/No)
b) If no, please provide the name and nationality of the bidder of record: Name: Nationality:
Approved
General Information Is the applicant bidding as part of a partnership, consortium, joint venture, or other form of association with other companies? (Yes/No)
a) If yes, please list below: (If needed, list any additional partners in a separate attachment.)
Partner 1 - Company Name, Contact Name, Title, Nationality, Telephone, Email address
Partner 2 - Company Name, Contact Name, Title, Nationality, Telephone, Email address
Partner 3 - Company Name, Contact Name, Title, Nationality, Telephone, Email address
Approved
General Information Advocacy Type: a) Is this a request for (please check only one): Commercial (non-Defense) Advocacy?, Defense Advocacy?
b) If this is for Defense Advocacy, is this a (please check only one): Foreign Military Sale (FMS)?, Direct Commercial Sale (DCS)?, To be Determined
Approved
General Information Reason for requested assistance: Approved
General Information ITAC(s) of interest: Approved
General Information blank Approved
General Information If the applicant is representing a trade association, identify all foreign and domestic entities involved, including percentage of ownership and control and role of each entity. Approved
General Information What specific information do you want U.S. suppliers to provide to you when they respond?  Approved
General Information How did you learn about this program?  Approved
General Information How would you change or improve the site?  Approved
General Information What enhancements would make it more useful?  Approved
General Information Have you signed-up for any of our e-mail updates?  Approved
General Information How would you rate the overall usefulness of our e-mail updates?  Approved
General Information How could we make our e-mail updates more useful to you?  Approved
General Information Do you have [foreign language]-speaking staff members with applicable qualifications that could work on foreign enterprise projects? Approved
General Information Other services or activities: Approved
General Information Associated companies/division or subsidiaries: Approved
General Information BSP categories: Approved
General Information Additional BSP listings: Approved
General Information Authorization of overseas post to disclose name of client to the target company/individual. Approved
General Information What type of business contacts are you seeking?  Approved
General Information Is your firm seeking representation on an exclusive basis in this market?  Approved
General Information Describe any preference, technical qualifications, servicing capabilities, requirements, or pre-qualifications that ideal prospects must have.  Approved
General Information Is your representative/partner aware you are seeking additional representation?  Approved
General Information What is the outcome or result you expect to accomplish by working with CS?  Approved
General Information List priority countries of most importance to you.  Approved
General Information For each market you have selected, please specify questions/topics you would like to discuss with the Commercial Specialists. Approved
General Information The U.S Commercial Service has offices at U.S. Embassies/Consulates in 82 countries. Can we be of assistance in any other markets?   Approved
General Information Are there any specific companies, or types of companies, you would like us to contact? If so, please name them.  Approved
General Information Are there specific companies you would not like us to contact? If so, please name them.  Approved
General Information If applicable, please provide the necessary contact information of your current representative/partner:  Approved
General Information Short Business Service Provider description: Approved
General Information Complete Business Service Provider description: Approved
General Information Description of company/products/services/objectives: Approved
General Information Challenged, mixed effective, effective  Approved
General Information Are you looking for representation in [country]?  Approved
General Information CAS # (Chemical Abstract Service Number) under the organization questions/data: Approved
General Information What is the relevant supply chain sector? Approved
General Information What is the relevant supply chain subsector (if any)? Approved
General Information Would your company like to continue to be listed in the EMC Directory? (Y/N) Approved
General Information What has been your experience regarding the EMC Directory? Approved
General Information Would you be willing to provide a public testimonial? (Y/N) Approved
General Information Would you like to add additional industries to your listing? Approved
General Information Would you like to add additional specializations to your listing? Approved
General Information Please provide any additional information: Approved
General Information Are you currently working with a U.S. Local Trade Office? (Y/N) Approved
General Information If yes, please provide the city and the name of the Trade Specialist: Approved
General Information Would you be interesting in providing a testimonial to be published on Trade.gov? (Y/N) Approved
General Information Please provide any additional feedback on the [program] service: Approved
General Information Additional Information: Approved
General Information Is the Applicant bidding as part of a partnership, consortium, joint venture, or other form of associationwith other companies? (Yes/No)
a)If yes, please list below (If needed, list any additional partners in a separate attachment.): Partner 1: Company Name, Company Nationality, Role of Partner, Contact Name, Contact Title, Telephone, Email Address
Partner 2: Company Name, Company Nationality, Role of Partner, Contact Name, Contact Title, Telephone, Email Address
Partner 3: Company Name, Company Nationality, Role of Partner, Contact Name, Contact Title, Telephone, Email Address
Approved
General Information Advocacy Type: a) Is this a request for (please check only one): Commercial (non-Defense) Advocacy?, Defense Advocacy?
b) If this is for Defense Advocacy, is this a (please check only one): Foreign Military Sale (FMS)?, Direct Commercial Sale (DCS)?, Hybrid (FMS/DCS), To be Determined
Approved
Import Data If import rights are limited to a number of countries, please list countries: Approved
Import Data Product/service wishing to import: Approved
Import Data Firms' objective to import: (Choose all that apply)  Approved
Import Data Import Control Classification Code: Approved
Import Data Can the company promptly fill any new import orders from its present inventory?  Approved
Import Data Number of years importing: Approved
Import Data Have you previously tried to import from the U.S.?  Approved
Import Data Are there specific import issues that you would like to discuss?  Approved
Import Data How would you describe your firm's top management commitment to supporting import activities?  Approved
Import Data What prompted your company to import?  Approved
Marketing Data Name and contact info for company official in charge of international sales/marketing: Approved
Marketing Data Do you have an international marketing plan?  Approved
Marketing Data What international marketing and promotional methods have you used?  Approved
Marketing Data Where are you most interested in marketing your product?  Approved
Marketing Data How is your company planning to develop sales in target markets?  Approved
Marketing Data What new markets are you targeting to expand future sales?  Approved
Marketing Data What promotional methods does your company use domestically?   Approved
Marketing Data What market research do you conduct?  Approved
Marketing Data If no, does your company need help developing a U.S. marketing plan?  Approved
Marketing Data Does your firm have a U.S. marketing plan?  Approved
Marketing Data What promotional methods does your company use domestically?  Approved
Marketing Data What are you hoping to accomplish with market research? (Find new markets, expand current markets, etc. Please add specific details when possible.) Approved
Marketing Data Please list here any hyperlinks for marketing materials (e.g. links to online .pdf brochures, online videos, etc.). If you prefer, please email any materials to your local contact along with this form. Approved
Marketing Data What market information will be most useful for you? What are factors that predict a good market for you? Approved
Minority Data Is your company (check all that apply): Woman-owned (Organization is at least 51% owned, operated, and controlled by a minimum of one U.S. citizen who is female) Approved
Minority Data Is your company (check all that apply): Veteran-owned (Organization is at least 51% owned, operated, and controlled by a minimum of one U.S. citizen who has served or currently serving in the U.S. armed forces)  Approved
Minority Data Is your company (check all that apply): Minority-owned (Organization is at least 51% owned, operated, and controlled by a minimum of one U.S. citizen whose ethnic background is at least 25% Asian-Indian, Asian-Pacific, Black, Hispanic, or Native American)  Approved
Minority Data Is your company (check all that apply): Disabled-owned (Organization is at least 51% owned, operated, and controlled by a minimum of one U.S. citizen who is disabled as defined by the Americans with Disabilities Act)  Approved
Minority Data Is your company (check all that apply): Religious Minority-owned (Organization is at least 51% owned, operated, and controlled by a minimum of one U.S. citizen whose religion is considered to be a minority within the United States) Approved
Minority Data Is your company (check all that apply): Minority Serving Institutions (an accredited academic institution whose enrollment of a single minority or a combination of minorities exceeds fifty percent of the total enrollment, including graduate and undergraduate and full- and part-time students.) Approved
Minority Data Is your company (check all that apply): None of the above / Don’t know  Approved
Minority Data If respondent selects Minority-owned, ask the following question: What is your race and/or ethnicity? Select all that apply.
- American Indian or Alaska Native
For example, Navajo Nation, Blackfeet Tribe of the Blackfeet Indian Reservation of Montana, Native Village of Barrow Inupiat Traditional Government, Nome Eskimo Commnity, Aztec, Maya, etc.
- Asian
For example, Chinese, Asian Indian, Filipino, Vietnamese, Korean, Japanese, etc.
- Black or African American
For example, African American, Jamaican, Haitian, Nigerian, Ethiopian, Somali, etc.
- Hispanic
For example, Mexican, Puerto Rican, Salvadoran, Cuban, Dominican, Guatemalan, etc.
- Native Hawaiian or Other Pacific Islander
For example, Native Hawaiian, Samoan, Chamarro, Tongan, Fijian, Marshellese, etc.
- White
For example, English, German, Irish, Italian, Polish, Scottish, etc.
Approved
Minority Data If Minority Serving Institution, please select the category or categories with which you most closely identify. Please check all that apply.
Asian American and Native American Pacific Islander-Serving Institution (AANAPISI)
Alaska Native and Native Hawaiian-Serving Institution (ANNH)
Historically Black Colleges and Universities (HBCU)
Hispanic-Serving Institution (HSI)
Native American-Serving Nontribal Institution (NASNTI)
Predominantly Black Institutions (PBI)
Tribal Colleges and Universities (TCU)
Approved
Organization Information Provide additional information that [bureau] should be aware of to fully understand your company and its requirements.  Approved
Organization Information Institution website address: Approved
Organization Information Organization name: Approved
Organization Information Organization address 1: Approved
Organization Information Organization address 2:  Approved
Organization Information Organization city: Approved
Organization Information Organization country: Approved
Organization Information Organization website: Approved
Organization Information Number of employees: Approved
Organization Information Ownership percentage: Approved
Organization Information Organization description: Approved
Organization Information Year organization established: Approved
Organization Information Federal Tax ID number or EIN: Approved
Organization Information IRS Waiver form: Approved
Organization Information Preferred business language: Approved
Organization Information Foreign-language speaking staff: Approved
Organization Information Staff with applicable qualifications to work on foreign enterprise projects: Approved
Organization Information Chamber registration number: Approved
Organization Information Safety record: Approved
Organization Information Under which state's law is your organization organized: Approved
Organization Information Is your company register with the state or Commonwealth (provide name)? Approved
Organization Information Duns and Bradstreet number: Approved
Organization Information Who are your major competitors?  Approved
Organization Information List name and location of other companies: Approved
Organization Information What is your organization's primary function in the [industry name] industry? Approved
Organization Information What domestic channels of distribution does you company employ?  Approved
Organization Information What markets/product categories does your organization represent or plan to represent in the [industry name] industry? Consumer Electronics: Audio; Emerging Technology; Automotive Electronics; Entertainment/Content; Computer Hardware & Software; Connected Home; Lifestyle Electronics, Content Distribution; Telecomm./Infrastructure; Digital Health and Fitness; Video; Digital Imaging/Photography; Wireless & Wireless Devices; Electronic Gaming; Other (Industry category names and subcategories selected via radio buttons change based on industry)  Approved
Organization Information Full corporate name: Approved
Organization Information Headquarters Address - Street, City, State/Province, Postal Code, Country Approved
Organization Information Ownership (Identify any parent companies and the percentage of ownership of each parent.) Approved
Organization Information Number of Employees - In U.S.A., Outside U.S.A. Approved
Organization Information Size (number of employees?): blank, 0-50, 51-100, 100-250, 250-500, 500+ Approved
Organization Information What is your organization's primary function in the [industry name] industry?  Consumer Electronics: Buying Organization; Government; Services; Industry Organization; IT/MIS; Finance &Investment (Organization primary functions, category  names and subcategories selected via radio buttons change based on industry)  Approved
Organization Information Trade license number: Approved
Organization Information Organization's objective: Approved
Organization Information Describe any special features of your company's operations, interests or objectives in the target market that can help us identify potential business partners.  Approved
Organization Information Is your company represented in the country/region? If yes, is this arrangement exclusive?  Approved
Organization Information How effective is your company with the following activities:  Conducting market research; developing business plans; marketing/selling internationally/ finding business partners; protecting intellectual property; ensuring compliance with US or foreign laws; managing payment/financing; shipping/preparing export documentation; ensuring sufficient production capacity.  Approved
Organization Information Would you be able to establish a reliable supply chain to [organization]? Approved
Organization Information Please select your industry, Please select one or more…Aerospace, Agribusiness, Automotive, Builiding Products and Construction, Chemicals, Consumer Goods, Defense Products, E-Commerce, Education, Energy including Renewable, Environmental Industries, Financial Services, Franchising, Government (state or local government agency), Health and Medical, Information and Telecom, Logistics, Machinery, Manufacturing, Media and Entertainment, Metals, Professional Services, Technology, Textiles and Apparel, Travel and Tourism, Transportation Approved
Organization Information Does your company file reports with the Securities and Exchange Commission? Approved
Organization Information Is this business a U.S. subsidiary of a foreign-owned company? Approved
Organization Information Number of U.S. employees: Approved
Organization Information What are the characteristics of your best customers? Approved
Organization Information Please provide links to 3 companies who exemplify your ideal client (even if they are US based companies). Approved
Organization Information Please provide links to top competitors. Approved
Organization Information Name of the foreign company: Approved
Organization Information Website of the foreign company: Approved
Organization Information Address of the foreign company: Approved
Organization Information Contact name(s) of the foreign company Approved
Organization Information Email of contact of the foreign company Approved
Organization Information Phone of contact of the foreign company Approved
Organization Information Would you like us to look for any specific concerns regarding the foreign company? Approved
Organization Information Company Activity: (Please select all that apply)
- Manufacturer
- Distributor/Representative
- Export Management Company
- Service Company
- Franchiser
- Other (specify):
Approved
Organization Information Number of years in business: Approved
Organization Information Industry or Industries Served: Agriculture, Alcohol, Apparel, Automotive, Aviation, Construction, Chemicals, Children's Products, Crafting, Diverse, Education, Electronics, Fertilizer, Finance, Food Service, Food/Beverage/Groceries, Health Care, HVAC, Industrial Products, Infrastructure, Lawn and Garden, Logistics, Manufacturing Equipment, Marine, Mining/Minerals, Oil and Gas, Personal Care, Pet/Animal Care, Power and Energy, Pharmaceutical, Rail, Technology, Transportation, Water/Wastewater, Weapons Approved
Organization Information If another industry, please explain: Approved
Organization Information As an EMC, what services do you provide to your clients? Approved
Organization Information Current clients or references (2 or 3): Approved
Organization Information Local Trade Specialist Approved
Organization Type Agent/Rep/Distributor Approved
Organization Type Importer  Approved
Organization Type Area developer  Approved
Organization Type Business or organization type (Manufacturer, Distributor, Trade Association, etc.) Approved
Organization Type Manufacturer Approved
Organization Type Service Provider Approved
Organization Type Educational Institution Approved
Organization Type Franchisor (Master, Unit) Approved
Organization Type Client organization Approved
Organization Type Associate organizations Approved
Organization Type Division or Subsidiaries Approved
Organization Type Ownership/Parent organization Approved
Organization Type Corporate Approved
Organization Type Headquarters Approved
Organization Type Sponsoring organization Approved
Organization Type Bank Approved
Organization Type Organization Type:* Distributor/Representative, National Government, Export Management Company, Service Company, Franchiser, Retailer, Other/Please Specify Approved
Product/Service Data Please list the ecommerce sales channels in which you sell your products/services online:  Approved
Product/Service Data Is there a Local Content Requirement? If So, How Much? Yes/If Yes, How Much?/No Approved
Product/Service Data Describe the product/service(s) you are looking for.  Please be as specific as possible.*  Approved
Product/Service Data If you already have a U.S. Supplier(s) in mind, please indicate the company of interest below.  Approved
Product/Service Data Quantity needed: Price range/dollar ($) value:  Approved
Product/Service Data Quantity needed: Purchase needed by/Submission deadline:*  Approved
Product/Service Data General description of trade activities and products and services of the U.S. entity to be represented. Approved
Product/Service Data U.S. goods provided by your company: Approved
Product/Service Data Product/Service contain 51 percent U.S. content? Approved
Product/Service Data Product/Service Description: Approved
Product/Service Data List the most important end-users or end-user industries for this product: Approved
Product/Service Data Does the product require any special technical support or after-sales service?  Approved
Product/Service Data Does the product have patent/trademark/copyright registration?  Approved
Product/Service Data Describe product/service competitive advantages, unique selling proposition, applications, and unique features that differentiate your product from competition: Approved
Product/Service Data Benefits/unique features: Approved
Product/Service Data U.S. good provided by your company: Approved
Product/Service Data U.S. services provided by your company: Approved
Product/Service Data If you don't manufacture the product, provide name and location of manufacturers’ headquarters. Approved
Product/Service Data If not manufacturer, does your firm have documented sales or distribution authorization for the product? Approved
Product/Service Data Please list end-users and/or industries that use this product: Approved
Product/Service Data Is the company's product sourced/produced entirely in the US?  Approved
Product/Service Data Is product/service currently being sold in U.S.? Approved
Product/Service Data Product categories/industries to be promoted.  Approved
Product/Service Data If you do not manufacture the product, provide name and location of manufacturer's headquarters: Approved
Product/Service Data If not the manufacturer, does your firm have documented sales or distribution authorization for the product?  Approved
Product/Service Data Describe product/services competitive advantages, unique selling proposition, applications, and unique features that differentiate your product from competition.  Approved
Product/Service Data Discuss Intellectual Property:   Approved
Product/Service Data List the most important end-users or end-user industries for this product /service:  Approved
Product/Service Data What type of licensing or registration does the product you are seeking require in your country?  Approved
Product/Service Data Product description ( e.g., physical characteristics, CAS #, function, application, principal or end use within the critical sector, etc.) Approved
Product/Service Data Do you take possession of the client’s products? (Y/N) Approved
Product/Service Data What are the unique advantages of your product or service? What is your value proposition to your customers? Approved
Project Data Provide overall economic value of the project or transaction: Approved
Project Data Is the applicant or any of its partners seeking U.S. Government financing through EXIM Bank or the Development Finance Corporation (DFS) for the project? (Yes/No)
a) If yes, please name the institution(s) and status of the applicantion(s):
b) If no, please indicate whether the Applicant or any of its partners plan to seek or would like assistance in seeking such financing/support for the project: (Yes/No)
Approved
Project Data Identify all foreign and domestic entities involved, including ownership and control and role of each entity in the project.  Entity/ownership, percent ownership of this project.  Approved
Project Data What if any agreements/approvals have preciously occurred in connection with this project?  Approved
Project Data How will this project/transaction affect the environment?  Approved
Project Data Project: Name of project, location, country Approved
Project Data Please provide a description of the project or procurement the applicant is pursuing ("the project)". Approved
Project Data Please list the foreign government entity or entities responsible for awarding the project and other officials who may have influence over the project. Approved
Project Data What is the current status of the project? (Please include applicant interactions with foreign government decision- makers to date.)  Approved
Project Data Please provide the specific timeframe for when project actions will take place and when decisions will be made (if known). Interim Decision Date(s): Final Decision Date: Approved
Project Data Please indicate the best estimate or actual values (in U.S. Dollars only) contributed to the project by the Applicant and other companies, including partners or suppliers, if applicable:
a) U.S.-Sourced Goods Provided by Applicant:
b) U.S.-Sourced Services Provided by Applicant:
c) U.S.-Sourced Goods Provided by Other Companies:
d) U.S.-Sourced Services Provided by Other Companies:
e) Total U.S.-Sourced Goods and Services: (a + b + c + d)
f) Foreign-Sourced Goods Provided by Applicant:
g) Foreign-Sourced Services Provided by Applicant:
h) Foreign-Sourced Goods Provided by Other Companies:
i) Foreign-Sourced Services Provided by Other Companies:
j) Total Foreign-Sourced Goods and Services: (f + g + h + i)
k) Total Project Value: (e + j)
l) Percent U.S.-Sourced Goods and Services: % (e ÷ k) x 100
Approved
Project Data Please identify the competitors for the project: (If needed, list any additional competitors in a separate attachment.) 
a) U.S. Competitors: Company - Company - Company - Company - Company - Company -
b) Foreign (non-U.S.) Competitors: Company - Nationality - Company - Nationality - Company - Nationality - Company - Nationality - Company - Nationality - Company - Nationality -
Approved
Project Data Is the applicant or any of its partners receiving advocacy or other assistance from a foreign government for the project? (Yes/No)
a) If yes, please list the foreign government(s), and partner(s), if applicable:
Approved
Project Data What is the current status of the project? Please include interactions with the U.S. embassy/consulate in-country and foreign government decision-makers, and other project particulars such as requests from the foreign government for information, proposal, or quotation. Approved
Project Data Please provide the specific timeframe of any project milestones. In addition to estimated final award date, please include interim milestones and associated dates (if known) such as tender release, bid submission, or downselection.
Interim Milestone(s) and Associated Date(s):
Estimated Final Award Date:
Approved
Project Data Please identify which of the project goods and/or services will be U.S.-sourced and from which U.S. state or territory they will be exported:
a)U.S.-Sourced Goods and/or Services Provided by the Applicant: (list of Goods or Services and their U.S. State/Territory)
b)U.S.-Sourced Goods and/or Services Provided by Other Companies: (list of Goods or Services, Company, and U.S. State/Territory)
Approved
Project Data Please identify which of the project goods and/or services are foreign-sourced:
a) Foreign-Sourced Goods and/or Services Provided by Applicant: (list of Goods or Services, Company, Country)
b) Foreign-Sourced Goods and/or Services Provided by Other Companies:(list of Goods or Services, Company, Country)
Approved
Project Data How will the project be financed (if known)? Approved
Project Data Is the project financed by any of the following Multilateral Development Banks (MDBs): World Bank (WB), Inter-American Development Bank (IDB), African Development Bank (AfDB), European Bank for Reconstruction and Development (EBRD), or the Asian Development Bank (ADB)? (Yes/No/Not Sure)
a) If yes, please specify the MDB:
Approved
Project Data Is the U.S. Trade and Development Agency (USTDA) providing support for the project? (Yes/No/Not Sure)
a) If yes, please indicate whether USTDA project support is through feasibility studies, training grants, or other assistance (if known):
b) If no, please indicate whether the Applicant or any of its partners plan to seek or would like assistance in seeking support from USTDA for the project: (Yes/No)
Approved
Race and Ethnicity Data Figure 1. Race and Ethnicity Question with Minimum Categories, Multiple Detailed Checkboxes, and Write-In Response Areas with Example Group (DO NOT DISTRIBUTE - FOR INTERNAL FEDERAL GOVERNMENT USE ONLY)
What is your race and/or ethnicity? Select all that apply and enter additional details in the spaces below.
• American Indian or Alaska Native – Enter, for example, Navajo Nation, Blackfeet Tribe of the Blackfeet Indian Reservation of Montana, Native Village of Barrow Inupiat Traditional Government, Nome Eskimo Community, Aztec, Maya, etc.
• Asian – Provide details below:
• Chinese • Asian Indian • Filipino • Vietnamese • Korean • Japanese
Enter, for example, Pakistani, Hmong, Afghan, etc.
• Black or African American – Provide details below.
• African American • Jamaican • Haitian • Nigerian • Ethiopian • Somali
Enter, for example, Trinidadian and Tobagonian, Ghanaian, Congolese, etc.
• Hispanic or Latino – Provide details below.
• Mexican • Puerto Rican • Salvadoran • Cuban • Dominican • Guatemalan
Enter, for example, Colombian, Honduran, Spaniard, etc.
• Middle Eastern or North African – Provide details below.
• Lebanese • Iranian • Egyptian • Syrian • Iraqi • Israeli
Enter, for example, Moroccan, Yemeni, Kurdish, etc.
• Native Hawaiian or Pacific Islander – Provide details below.
• Native Hawaiian • Samoan • Chamorro • Tongan • Fijian • Marshallese
Enter, for example, Chuukese, Palauan, Tahitian, etc.
• White – Provide details below.
• English • German • Irish • Italian • Polish • Scottish
Enter, for example, French, Swedish, Norwegian, etc.
Approved
Race and Ethnicity Data Figure 2. Race and Ethnicity Question with Minimum Categories Only and Examples (DO NOT DISTRIBUTE - FOR INTERNAL FEDERAL GOVERNMENT USE ONLY)
What is your race and/or ethnicity? Select all that apply.
• American Indian or Alaska Native – For example, Navajo Nation, Blackfeet Tribe of the Blackfeet Indian Reservation of Montana, Native Village of Barrow Inupiat Traditional Government, Nome Eskimo Community, Aztec, Maya, etc.
• Asian – For example, Chinese, Asian Indian, Filipino, Vietnamese, Korean, Japanese, etc.
• Black or African American – For example, African American, Jamaican, Haitian, Nigerian, Ethiopian, Somali, etc.
• Hispanic or Latino – For example, Mexican, Puerto Rican, Salvadoran, Cuban, Dominican, Guatemalan, etc.
• Middle Eastern or North African – For example, Lebanese, Iranian, Egyptian, Syrian, Iraqi, Israeli, etc.
• Native Hawaiian or Pacific Islander – For example, Native Hawaiian, Samoan, Chamorro, Tongan, Fijian, Marshallese, etc.
• White – For example, English, German, Irish, Italian, Polish, Scottish, etc.
Approved
Race and Ethnicity Data Figure 3. Race and Ethniciy Question with Minimum Categories Only (DO NOT DISTRIBUTE - FOR INTERNAL FEDERAL GOVERNMENT USE ONLY)
What is your race and/or ethnicity?
Select all that apply.
• American Indian or Alaska Native
• Asian
• Black or African American
• Hispanic or Latino
• Middle Eastern or North African
• Native Hawaiian or Pacific Islander
• White
Approved
Website/Digital Data Is there any additional information you would like to provide about your website or digital strategy?  Approved
Website/Digital Data Please provide your top three competitor website URLs for benchmarking purposes.
1.
2.
3.
Approved
Website/Digital Data When was your website designed or last updated?  Approved
Website/Digital Data How is your website managed?: In-house web designer: creates content, updates site, search engine optimization External web designer: creates content, updates site, search engine optimiation Approved
Website/Digital Data Do you track your website’s analytics?  If so, can you share them with us in order establish a performance baseline?  Approved
Website/Digital Data Have you done website search engine optimization (SEO) to your online promotional content in advance of this event?  Approved
Website/Digital Data How would you change or improve the site? What enhancements would make it more useful?  Approved
Website/Digital Data From your website’s analytics, please provide:
Number of International site visitors last year: this year:
Number of International prospects (email addresses collected) last year: this year:
International sales revenue via website in the last year: this year:
How much does your company spend on digital marketing per year?
Do you sell your product/service via your website, or do you utilize a third-party platform (e.g., Amazon, Ebay, Tmall, Flipcart, etc)? If you use a third party, what platform can your products be purchased from?
Do you have distributors selling your product/service online?
International Sales: last year: this year:
Site Session Time: last year: this year:
Approved
Website/Digital Data How much money/time has your company spent on website improvements since receiving the WGR? Approved
Website/Digital Data Is your [organization] familiar with the international regulatory requirements that impact cross-border digital activity (e.g. consumer privacy, fiscal thresholds, customs fees and tax such as Value Added Tax (VAT) or Digital Service Tax (DST) obligations)?  If so, what is your institution doing to meet these requirements?  Approved
Website/Digital Data Has your [organization] taken General Data Protection Regulation (GDPR) into consideration?  Approved
Website/Digital Data Does your [organization] have an IT security program, and have you updated it in the last 6 months to address new online cyber security issues?  Approved
Website/Digital Data Does your [organization] have an established digital strategy that supports your ability to conduct online cross-border campaigns?  Approved
Website/Digital Data Does your [organization] use online platforms overseas to promote the institution? If so, which platforms promote your [organization]?  Approved
Website/Digital Data Does your [organization] website include a translation mechanism (i.e. Google translate)?  Approved
Website/Digital Data If your [organization] website is translated, have you assigned someone to reply to inquiries in that language?  Approved
Website/Digital Data Is your [organization] utilizing any 3rd party service providers to help manage your online presence in your target markets? (e.g. social media and marketplace linking)  Approved
Website/Digital Data Is your [organization] talking, thinking, or actively engaged in a cross-border digital strategy? Approved
Website/Digital Data Is your [organization] aware of what your competition is doing online? If so, what have you learned about your competition? Approved
Website/Digital Data Does your [organization] have established Key Performance Indicators (KPIs) to track your website and digital marketing progress?  If so, are you willing to share those with us to establish baseline performance benchmarks?   Approved
Import Data 1.     The total value of an automobile in the model line at the time of importation. If the value varies within the model line, the importer may provide an average value consistent with an averaging methodology set forth in Automotive Appendix Article 5 (available at: https://ustr.gov/trade-agreements/free-trade-agreements/united-states-mexico-canada-agreement/agreement-between); New
Import Data 2.     Amount of U.S. content for an automobile in that model line attributable to parts wholly obtained, produced entirely, or substantially transformed in the United States for a vehicle in the model line (“U.S. content”). If the U.S. content attributable to such parts varies within a model line, the importer may provide an average value consistent with an averaging methodology set forth in Automotive Appendix Article 5; New
Import Data 3.     The non-U.S. content of an automobile in the model line, calculated by subtracting the value of the U.S. content for an automobile in the model line from the total value of the automobile. If the value varies within the model line, the importer may provide an average consistent with an averaging methodology set forth in Automotive Appendix Article 5. New
Import Data 4.     Vehicle production location(s) and country of final assembly. New
Import Data 5.     Certification of USMCA compliance for the model line, including whether the model line is subject to an approved Alternative Staging Regime outlined in Automotive Appendix Article 8 (available at: https://ustr.gov/trade-agreements/free-trade-agreements/united-states-mexico-canada-agreement/agreement-between) . New

Sheet 3: Taxonomy

Categories Stage 2 Final
Advocacy Questionnaire Client Type Client Type
Advocacy Questionnaire: I. PROJECT Contact Type Contact Information
Advocacy Questionnaire: II. PARTNERS E-Awards Contact Type
Advocacy Questionnaire: III. COMPETITORS Educational Institution Data E-Awards
Advocacy Questionnaire: IV. LICENSING & APPLICATIONS Events & Activities Educational Institution Data
Advocacy Questionnaire: V. FINANCING Exhibitor/Show Data Events & Activities
Advocacy Questionnaire: VI. REQUESTED ASSISTANCE Export Data Export Data
Applicant Information Import Data Finance Data
Contact Type Finance Data Gender Data
Data General Information General Information
Digital Readiness Assessment (Education-Questionnaire 2.0) Institution Online Information Import Data
Digital Regulatory Compliance (e.g. GDPR/Privacy Shield) Level of Digital Engagement:Internal Client Digital Capacity Marketing Data
Digital Sales Channels Marketing Data Minority Data
Domestic Only Minority Data Organization Information
E-Awards Organization Type Organization Type
Events & Activities Product/Service Data Product/Service Data
Export Data Project Data Project Data
General Information Website Data Race and Ethnicity Data
Information
Website Data
Institution Online Information

International Only

Level of Digital Engagement:Internal Client Digital Capacity

Marketing Data

Marketing

Marketing Client Types

Minority Data

Organization Type

Other Information

Payment Information

Sales Frequency

Sponsoring Entity or Orgnization Information

Trade Leads Intake Form

Project Data

Product/Service Data


Sheet 4: To Be Added

Category Sub-Category Content Status Recommender
Organization General Information CAS # (Chemical Abstract Service Number) under the Organization Questions/Data
Alysha Taylor (3/8)
Organization Product/Service Data Product description ( e.g., physical characteristics, CAS #, function, application, principal or end use within the critical sector, etc.)
Alysha Taylor (3/8)
Organization General Information What is the relevant supply chain sector
Alysha Taylor (3/8)
Organization General Information What is the relevant supply chain subsector (if any)
Alysha Taylor (3/8)
Contact Questions Contact Information Resume/Bio
Leo Kim
District Export Councils District Export Council/Committee Please Select Your District Export Council/Committees
Laura Barmby
District Export Councils Contact Information Please enter your name as you would like us to use it: Prefix, First Name, Middle Initial or Name (if used), Last name, Suffix (if used)
Laura Barmby
District Export Councils Contact Information In one brief sentence, please describe your work.
Laura Barmby
District Export Councils Contact Information Please provide your work contact information. You may use a personal email address if preferred. Your Position, Company/Organization Name, Business Address, City, State, Zip Code, Email, Phone Number, Compay/Organization website
Laura Barmby
District Export Councils Organizational Information Please select your industry, Please select one or more…Aerospace, Agribusiness, Automotive, Builiding Products and Construction, Chemicals, Consumer Goods, Defense Products, E-Commerce, Education, Energy including Renewable, Environmental Industries, Financial Services, Franchising, Government (state or local government agency), Health and Medical, Information and Telecom, Logistics, Machinery, Manufacturing, Media and Entertainment, Metals, Professional Services, Technology, Textiles and Apparel, Travel and Tourism, Transportation
Laura Barmby
District Export Councils Export Data Please indicate any professional expertise that might be useful for counseling exporters. Please select one or more…Accounting/Taxes, Compliance/Export Controls, Documentation, Export Readiness Counseling, Free Trade Agreements, Identifying/Qualifying International Buyers, General Legal/Intellectual Property/Partnership Agreements, Logistics/Supply Chain, Marketing/Social Media/eCommerce, Market Research/Market Entry Strategies, Methoids of Payment/Finance/Insurance, Trade Policy, Standards/Product Registration/Certification
Laura Barmby
District Export Councils Export Data Please indicate any regional expertise that might be useful in counseling exporters. Please select one or more…North America (Canda and Mexico), Central & South America & Caribbean, Africa & The Middle East, Europe and Eurasia, China, Asia and Oceania
Laura Barmby
District Export Councils Export Data Please provide a brief statement with your qualifications to be a DEC Member. You may include: Awards received or professional honors, Trade issues you are interested in, Other community work. You may include information regarding diversity or traditional under-representation in business, especially if you feel it would help connect with relevant business communities. Per the DEC Manual, you must disclose if you represent one or more foreign governments, including as Honorary Consuls, or are employed by an entity owned by or affiliated with a foreign government. This may disqualify you from appointment to a DEC. Determination of eligibility is made on an individual basis based on the individual’s ability to carry out the duties of a DEC Member representing solely the interests of the U.S. exporting community without the influence of foreign government interests, as well as the potential of the foreign appointment to raise appearance issues.
Laura Barmby
Events & Activities Questions Organizational Information Does your company file reports with the Securities and Exchange Commission?
Laura Barmby
Events & Activities Questions Organizational Information Is this business a U.S. subsidiary of a foreign-owned company?
Laura Barmby
Events & Activities Questions Organizational Information Number of U.S. employees
Laura Barmby
Events & Activities Questions Export Data Total number of countries currently exporting to
Laura Barmby
Events & Activities Questions Export Data Top three countries of export for the previous four years
Laura Barmby
Export Management Company General Information Would your company like to continue to be listed in the EMC Directory? (Y/N)
Carlos Ortiz
Export Management Company General Information What has been your experience regarding the EMC Directory?
Carlos Ortiz
Export Management Company General Information Would you be willing to provide a public testimonial? (Y/N)
Carlos Ortiz
Export Management Company Product/Service Data Do you take possession of the client’s products? (Y/N)
Carlos Ortiz
Export Management Company General Information Would you like to add additional industries to your listing?
Carlos Ortiz
Export Management Company General Information Would you like to add additional specializations to your listing?
Carlos Ortiz
Export Management Company Export Data Would you like to add additional export regions to your listing?
Carlos Ortiz
Export Management Company General Information Please provide any additional information:
Carlos Ortiz
RAISE Contact Information Position
Carlos Ortiz
RAISE Marketing Data What are you hoping to accomplish with market research? (Find new markets, expand current markets, etc. Please add specific details when possible.)
Carlos Ortiz
RAISE Marketing Data Please list here any hyperlinks for marketing materials (e.g. links to online .pdf brochures, online videos, etc.). If you prefer, please email any materials to your local contact along with this form.
Carlos Ortiz
RAISE Product/Service Data What are the unique advantages of your product or service? What is your value proposition to your customers?
Carlos Ortiz
RAISE Organizational Information What are the characteristics of your best customers?
Carlos Ortiz
RAISE Organizational Information Please provide links to 3 companies who exemplify your ideal client (even if they are US based companies)
Carlos Ortiz
RAISE Organizational Information Please provide links to top competitors
Carlos Ortiz
RAISE Marketing Data What market information will be most useful for you? What are factors that predict a good market for you?
Carlos Ortiz
REC (Rural Export Center) Organizational Information Name of the Foreign Company
Carlos Ortiz
REC (Rural Export Center) Organizational Information Website of the Foreign Company
Carlos Ortiz
REC (Rural Export Center) Organizational Information Address of the Foreign Company
Carlos Ortiz
REC (Rural Export Center) Organizational Information Contact Name(s) of the Foreign Company
Carlos Ortiz
REC (Rural Export Center) Organizational Information Email of Contact of the Foreign Company
Carlos Ortiz
REC (Rural Export Center) Organizational Information Phone of Contact of the Foreign Company
Carlos Ortiz
REC (Rural Export Center) Organizational Information Would you like us to look for any specific concerns regarding the foreign company?
Carlos Ortiz
WGR Website Data From your website’s analytics, please provide:
Number of International site visitors last year: this year:
Number of International prospects (email addresses collected) last year: this year:
International sales revenue via website in the last year: this year:
How much does your company spend on digital marketing per year?
Do you sell your product/service via your website, or do you utilize a third-party platform (e.g., Amazon, Ebay, Tmall, Flipcart, etc)? If you use a third party, what platform can your products be purchased from?
Do you have distributors selling your product/service online?
International Sales: last year: this year:
Site Session TIme: last year: this year:

Carlos Ortiz
WGR Organizational Information Company Activity: (Please select all that apply)
- Manufacturer
- Distributor/Representative
- Export Management Company
- Service Company
- Franchiser
- Other (specify):

Carlos Ortiz
WGR General Information Are you currently working with a U.S. Local Trade Office? (Y/N)
Carlos Ortiz
WGR General Information If yes, please provide the City and the name of the Trade Specialist:
Carlos Ortiz
WGR Website Data How much money/time has your company spent on website improvements since receiving the WGR?
Carlos Ortiz
WGR General Information Would you be interesting in providing a testimonial to be published on Trade.gov? (Y/N)
Carlos Ortiz
WGR General Information Please provide any additional feedback on the WGR Service:
Carlos Ortiz
EMC Organizational Information Number of Years in Business
Carlos Ortiz
EMC Finance Data Average Annual Revenue: Less than $1 Million, $1-3M, $3M+
Carlos Ortiz
EMC Organizational Information Industry or Industries Served: Agriculture, Alcohol, Apparel, Automotive, Aviation, Construction, Chemicals, Children's Products, Crafting, Diverse, Education, Electronics, Fertilizer, Finance, Food Service, Food/Beverage/Groceries, Health Care, HVAC, Industrial Products, Infrastructure, Lawn and Garden, Logistics, Manufacturing Equipment, Marine, Mining/Minerals, Oil and Gas, Personal Care, Pet/Animal Care, Power and Energy, Pharmaceutical, Rail, Technology, Transportation, Water/Wastewater, Weapons
Carlos Ortiz
EMC Organizational Information If another industry, please explain:
Carlos Ortiz
EMC Organizational Information As an EMC, what services do you provide to your clients?
Carlos Ortiz
EMC Export Data Primary Export Regions/ Countries
Carlos Ortiz
EMC Export Data Secondary Export Regions/ Countries
Carlos Ortiz
EMC Organizational Information Current Clients or References (2 or 3):
Carlos Ortiz
EMC Organizational Information Local Trade Specialist:
Carlos Ortiz
EMC District Export Council/Committee Are you a member of the District Export Council/Committee? (Y/N)
Carlos Ortiz
EMC General Information Additional Information:
Carlos Ortiz
Education Global Team Minority Data If Minority Serving Institution, please select the category or categories with which you most closely identify. Please check all that apply.
Asian American and Native American Pacific Islander-Serving Institution (AANAPISI)
Alaska Native and Native Hawaiian-Serving Institution (ANNH)
Historically Black Colleges and Universities (HBCU)
Hispanic-Serving Institution (HSI)
Native American-Serving Nontribal Institution (NASNTI)
Predominantly Black Institutions (PBI)
Tribal Colleges and Universities (TCU)

Carlos Ortiz
Advocacy Questionnaire Project Data What is the current status of the project? Please include interactions with the U.S. embassy/consulate in-country and foreign government decision-makers, and other project particulars such as requests from the foreign government for information, proposal, or quotation.
Jason Capehart
Advocacy Questionnaire Project Data Please provide the specific timeframe of any project milestones. In addition to estimated final award date, please include interim milestones and associated dates (if known) such as tender release, bid submission, or downselection.
Interim Milestone(s) and Associated Date(s):
Estimated Final Award Date:

Jason Capehart
Advocacy Questionnaire Project Data Please identify which of the project goods and/or services will be U.S.-sourced and from which U.S. state orterritory they will be exported:
a)U.S.-Sourced Goods and/or Services Provided by the Applicant: (list of Goods or Services and their U.S. State/Territory)
b)U.S.-Sourced Goods and/or Services Provided by Other Companies: (list of Goods or Services, Company, and U.S. State/Territory)
TO BE REMOVED c) From which U.S. state(s) would exports be made, should the applicant be awarded the project? (If needed, list any additional states in a separate attachment.) State: State: State: State: State: State:
TO BE REMOVED: d) & e)
Revised Jason Capehart
Advocacy Questionnaire Project Data Please identify which of the project goods and/or services are foreign-sourced:
a) Foreign-Sourced Goods and/or Services Provided by Applicant: (list of Goods or Services, Company, Country)
b) Foreign-Sourced Goods and/or Services Provided by Other Companies:(list of Goods or Services, Company, Country)

Jason Capehart
Advocacy Questionnaire General Information Is the Applicant bidding as part of a partnership, consortium, joint venture, or other form of associationwith other companies? (Yes/No)
a)If yes, please list below (If needed, list any additional partners in a separate attachment.): Partner 1: Company Name, Company Nationality, Role of Partner, Contact Name, Contact Title, Telephone, Email Address
Partner 2: Company Name, Company Nationality, Role of Partner, Contact Name, Contact Title, Telephone, Email Address
Partner 3: Company Name, Company Nationality, Role of Partner, Contact Name, Contact Title, Telephone, Email Address

Jason Capehart
Advocacy Questionnaire General Information Advocacy Type: a) Is this a request for (please check only one): Commercial (non-Defense) Advocacy?, Defense Advocacy?
b) If this is for Defense Advocacy, is this a (please check only one): Foreign Military Sale (FMS)?, Direct Commercial Sale (DCS)?, Hybrid (FMS/DCS), To be Determined

Jason Capehart
Advocacy Questionnaire Export Data Export Licensing: a) Are there items or technology to be exported in connection with the project that require U.S. Government marketing or export license? (Yes/No)
b) If yes, please list the license and /or application number(s) and status: (required) License/Application Number(s): Status of Application(s):

Jason Capehart
Advocacy Questionnaire Project Data How will the project be financed (if known)?
Jason Capehart
Advocacy Questionnaire Project Data Is the project financed by any of the following Multilateral Development Banks (MDBs): World Bank (WB), Inter-American Development Bank (IDB), African Development Bank (AfDB), European Bank for Reconstruction and Development (EBRD), or the Asian Development Bank (ADB)? (Yes/No/Not Sure)
a) If yes, please specify the MDB:

Jason Capehart
Advocacy Questionnaire Project Data Is the U.S. Trade and Development Agency (USTDA) providing support for the project? (Yes/No/Not Sure)
a) If yes, please indicate whether USTDA project support is through feasibility studies, training grants, or other assistance (if known):
b) If no, please indicate whether the Applicant or any of its partners plan to seek or would like assistance in seeking support from USTDA for the project: (Yes/No)

Jason Capehart

Sheet 5: Sponsors

Sponsor/Stakeholder Business Unit Title Notes

Please feel free to share this request to other offices that can contribute. Response by end of August. 60day ends Sept 8.
Alysha Taylor I&A (Sr. Director)



Amy Freedman OCFAO




Blanche Ziv I&A (Deputy Director of OIE)



Brendan Millan CX




Cairo Jenning OGC




Carlos Ortiz OSE




David Nufrio GM




David Weil GM




Eric Johnson GM




Ericka Ukrow CX




Ian Garner GM (GM Director OSE)



James Bledsoe GM




Jason Capehart GM Advocacy



Jeffrey Odum I&A
Confirmed no changes/additions necessary. 7/29


John Seo GM




Karen Ballard GM Mindi Hertzog is contact now?



KATHRYN KRISHNAN E&C (Director of Communications & Digital Strategy)



Laura Barmby GM




Lauren Gramp CX




Nakuma Wani-Kenyi OGC




Pinki Thakker GM




Timothy Lord GM




Stephanie Zable OGC





Sheet 6: Instruments

Instrument Sponsor Business Unit Burden Hours Public Burden Statement Form Status
Applications for Designation of a Fair Jeffrey Odum I&A 30min per Needs updating Blank Application For Designation Of A Fair.pdf Has old OMB # on it, no expiration date.
Application Form for Philippines Presidential Trade and Investment Mission David Nufrio GM In circulation? Not PRA compliant PTIM Company Application Form - v.12.20.23 Draft - OGC Review.docx Needs review
Business Service Provider (BSP) Form Carlos Ortiz OSE 5min per Needs updating Business Service Provider (BSP) Form 0625-0143.pdf Needs expiration date updated
Company Questionnaire Carlos Ortiz OSE/USField 10min per Up to date  Company Questionnaire.pdf (2025) Updated
Featured U.S. Exporter (FUSE) Registration Carlos Ortiz OSE 5min per Needs updating Featured U.S. Exporter (FUSE) Registration Service.pdf Standard Company Questionnaire being used in its place since decommissioning of eMenu.
Service Request Form_ICP Carlos Ortiz OSE 10min per Needed Service Request Form_ICP.pdf Needs expiration date updated
WGR Company Intake Questionnaire James Bledsoe GM
Needed WGR Company Intake Questionnaire 2.0.docx Needs expiration date and OMB control #
Application for Certified Trade Mission (CTM) Carlos Ortiz OSE 60min per Needs updating Application for Certified Trade Mission (OCT2017).pdf Needs expiration date updated
U.S. Commercial Service Company Questionnaire for Tourism Industry Karen Ballard GM 10min per Needs updating U.S. Commercial Service Company Questionnaire for Tourism Industry.pdf Needs expiration date updated
Educational Institutions Company Questionnaire Pinki Thakker GM 10min per Needs updating Educational Institution (Company) Questionnaire-2024.pdf Needs expiration date updated. Has Qs to be updated per Eos.
Franchisor Service Questionnaire_2020 Eric Johnson GM
Needed Franchisor Service Questionnaire_2020.pdf Internal? No OMB Control No. or date. Questions not in library.
Advocacy Questionnaire 2025 Jason Capehart, Timothy Lord Advocacy [Threaded comment] Your version of Excel allows you to read this threaded comment; however, any edits to it will get removed if the file is opened in a newer version of Excel. Learn more: https://go.microsoft.com/fwlink/?linkid=870924 Comment: 500 avg responses per year, 30min avg per response 250 (yearly) Yes Advocacy Questionnaire 2025
Service Request Form (SCP) Carlos Ortiz OSE

Service Request Form (SCP) Needs expiration date updated
Service Request Form (SLP) David Weil SelectUSA



WGR Intake Form (Educational Institutions) James Bledsoe GM

WGR Intake Form (Educational Institutions)
WGR Gap Analysis Template (Educational Institutions) James Bledsoe GM
Needs updating & OMB Control Number WGR Gap Analysis Template (Educational Institutions)
E and E Star Award Application Laura Barmby GM
Needs updating & updated expiration date E and E Star Award Application expires 2024.pdf
New District Export Council Member Application Laura Barmby GM



2024 IA Annual Customer Feedback Survey (0275) Kate Von Richthofen I&A [Threaded comment] Your version of Excel allows you to read this threaded comment; however, any edits to it will get removed if the file is opened in a newer version of Excel. Learn more: https://go.microsoft.com/fwlink/?linkid=870924 Comment: 20min, 50respondents 16.67 annually No 2024 IA Annual Customer Feedback Survey.docx
EMC Directory Feedback Form Carlos Ortiz














































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