Tools on Running a Business

Bulk Sales Agreement

The Bulk Sales Agreement is an agreement that allows you to keep records of the sale of goods by your business of its inventory. The Bulk Sales Agreement not only helps the seller to have a complete record of the transaction, but also protects the purchaser from any claims made by creditors of the seller. This agreement should be used by any business that is selling a product in bulk or selling all or a large part of its inventory, and by any purchaser of bulk goods from a seller. View tool

Bulk Sales Contract

The Bulk Sales Contract is a contract between a seller of a large quantity of a good and a purchaser, outlining the terms and conditions for the sale of the good. This Bulk Sales Contract is an attorney-drafted document that will ensure your sale or purchase of bulk goods is clearly laid out and documented, and includes many customizable features including a deposit, price information, and deliver options. View tool

At-Will Employment Agreement

The At-Will Employee Agreement is a contract used by companies to legally acknowledge a new employee and is signed upon hire. The At-Will Employee Agreement outlines the recitals and terms of the new employee, and should be modified by your company as needed. View tool

Blank Receipt Form

The Blank Receipt Form is used by companies to document a sale of goods from a buyer to a seller. Use the Blank Receipt Form when buying or selling goods for your company. This form is customizable for your company’s usage. View tool

Ancillary Services Fee Policy

The Ancillary Services Fees Policy is an official document that outlines the five criteria of the eligibility determination process that Ex-Im Bank uses to determine whether ancillary service fees are eligible for financing as part of the Ex-Im Bank supported export transaction to which the ancillary services relate. The Ancillary Services Fees Policy is available in an online version on Ex-Im Bank's website. View tool

Credit Memorandum Format

The Credit Memorandum Format is an official paper of the Export Import Bank of the United States that documents a Borrower's relevant information, including background information, export experience, and credit history. This information is used to help determine the Borrower's eligibility for the Working Capital Guarantee Program. View tool

Foreign Content "Cause" Report

The Annual Aggregate Foreign Content "Cause" Report is a form that itemizes the individual components of foreign content that are 50% or more of the total value of the aggregated goods and services. All information pertaining to the calendar year activity of a specific exporter may be reported on an aggregate basis within the 4-digit SIC classification. Ex-Im Bank requires exporters to submit the Annual Aggregate Foreign Content "Cause" Report by March 31st for activity supported by the bank during the previous calendar year. View tool

Form of Exporters Certificate

The Form of Exporters Certificate is a worksheet that assists exporters in documenting the value of U.S. goods and services to be provided under the referenced supply contract or purchase order. The Export-Import Bank of the United States provides credit support to promote U.S. export sales and uses the information provided in the Form of Exporters Certificate to determine the scope of its support for a sale to a purchaser. View tool

Release Authorization Agreement

The Release Authorization Agreement, also known as a Background Check Release Form, is used by companies during the hiring process. The Release Authorization Agreement is signed by a job applicant to grant a company permission to contact his/her references and run a background check. This agreement is downloadable and customizable to fit your specific needs. View tool

Standard Repayment Terms for Insurance and Medium and Long-term Loan and Guarantee

The Standard Repayment Terms is a document that provides an explanation of Ex-Im Bank's repayment terms applicable to the Insurance and Medium and Long-term Loan and Guarantee. The repayment term is the period from the starting point of credit to the final maturity of a transaction. Repayment being approximately six months after the starting point, and payments of principal and accrued interest generally must be made semi-annually. View tool

"Starting Point" Guidelines for Payment Periods

The "Starting Point" Guidelines for Payment Periods is an Ex-Im Bank fact sheet that specifies guidelines for the payment term on specific types of products and for various contract price levels. "Starting Point" Guidelines are general guidelines for starting points on medium (one to five year) payment term transactions under Ex-Im Bank's insurance program. View tool

ADA Information and Resources

Use this resource list to find agencies that can help you resolve ADA claims in your business. View tool

Affidavit of Execution

The Affidavit of Execution form is used by companies to provide legal evidence by a party who witnessed a document executed. The Affidavit of Execution is required for documents that deal with land or property, or for documents required by financial institutions. The Affidavit of Execution form gives the document more credibility and is sworn under oath. View tool

Agency Long Term Master Guarantee Agreement

The Master Guarantee Agreement (Agency-Long Term Credits) outlines the details of a guarantee agreement between a specified agent and the Export-Import Bank of the United States. A Master Guarantee Agreement enables an agent (acting on behalf of a lender) to establish long term export financing credit and extend financing guaranteed by Ex-Im Bank for the benefit of borrowers approved by Ex-Im Bank under transactions. View tool

Agency MGA Form of Request

Annex B: Authorized Officer Designation Notice

The Annex B: Authorized Officer Designation Notice is a form that lists the officers of the lender who have completed the Ex-Im Bank "Delegated Authority Lender" training course and are therefore designated as Authorized Officers. This form tabulates information regarding the Authorized Officers, specimen signatures and the date that training was completed. View tool

Annual Meeting Checklist

The Annual Meeting Checklist is used by individuals or entities as a step-by-step checklist to use when planning an annual meeting. The Annual Meeting Checklist enables users to go down the list and formulate a productive meeting. This report also includes sample agenda checklist where users can use for their company and organization. This checklist is downloadable and customizable to fit your specific needs. View tool

Anti-Lobbying Certificate

The Anti-Lobbying Certificate is a legal document signed by an exporter or local cost provider promising that no federal appropriated funds have or will be paid by the exporter to any person for the purpose of influencing an officer or employee of any federal agency. Submission of the Anti-Lobbying Certificate is a prerequisite for making or entering into an agreement enforced by the U.S. code that places a limitation on use of appropriated funds to influence certain federal contracting and financial transactions. View tool

Apartment Lease Agreement

The Apartment Lease Agreement is an agreement between a landlord and a tenant whereby the tenant leases an apartment unit from the landlord for a specific term. The Apartment Lease Agreement provides for such provisions as the monthly rental payments, utility payments and the rights of the landlord and the tenant. This agreement is used by apartment owners who want to lease apartments safely and hassle-free, apartment complex managers or owner who want to ensure tenants comply with rules and pay their rent, and renters who want fair terms and conditions on their lease. View tool

Application for Master Guarantee Agreement

The Application for Master Guarantee Agreement is an application for a contract between the Export-Import Bank of the United States and a lender. A Master Guarantee Agreement enables a lender to function as an independent financial institution to support U.S. manufactured exports with the Guarantee of the Export-Import Bank of the United States. View tool

Application for MT Master Guarantee Agreement - Finance Lease

The Application for Master Guarantee Agreement - Finance Lease is an application for a guarantee agreement (Medium Term Credits-Electronic Compliance Program) between the Export-Import Bank of the United States and a finance company with international leasing experience. A Master Guarantee Agreement enables the leasing company to function as an independent financial institution to support U.S. manufactured exports with the Guarantee of the Export-Import Bank of the United States. View tool

Application for Quotation Export Credit Insurance

The Application for Quotation Export Credit Insurance provides an applicant's basic business and financial information, which the Ex-Im Bank uses to determine a commercial bank's eligibility for support. The information provided will be reviewed to determine the participant's ability to perform and pay under the transaction referenced in this application. The form may also be used for Letters of Credit, Bank Deductible, or Financial Institution Supplier Policies. View tool

Arbitration Agreement

The Arbitration Agreement form is used by companies or individuals who seek a legal resolution to a dispute through arbitration. The arbitration agreement form is used when two parties agree to resolve any disputes by way of binding and final arbitration in accordance to one of the arbitration forums. View tool

Assignment of Sublease Agreement

An Assignment of Sublease Agreement is used when a tenant leases all or just a portion of the premises they are leasing from a landlord to another tenant. In some cases, the original lease does not allow for subleasing or requires the written consent of the landlord to sublease. This document is downloadable and customizable to meet your specific needs. View tool

At-Will Employment Agreement

Use this agreement to retain the "at will" employment status of your employees. View tool

Attorney Job Description for In-House Counsel

The Attorney Job Description for In-House Counsel is used by companies as a guide for creating a company job description for an In-House Counsel Attorney. The Attorney Job Description for In-House Counsel outlines the key job information, tasks, specifications, and compensation and benefits. This description is customizable for your company’s usage. View tool

Attorney Retainer Agreement

The Attorney Retainer Agreement is an agreement is used by an attorney or law firm, whereby an attorney or law firm agrees to legally represent a client on specific terms and conditions which is acknowledged and signed by a client. Such terms and conditions can include hourly fees, sets forth the payment provisions and provides the grounds for withdrawal. The Attorney Retainer Agreement is usually the first document a client will sign. This document is downloadable and customizable to meet your company’s needs. View tool

Beneficiary Certificate & Agreement for Banks and Financial Institutions

The Beneficiary Certificate and Agreement is a form used to identify the beneficiary of a Bank Letter of Credit Export Credit Insurance Policy, a Financial Institution Buyer Credit Export Credit Insurance Policy, or a Medium Term Export Credit Insurance Policy. This form is to be used only if the beneficiary of the letter of credit, the recipient of a funding under a direct buyer credit loan, or the recipient of payment under a reimbursement loan or a payment under a supplier credit is not also the U.S. Exporter. View tool

Bilateral Nondisclosure Agreement (Naval Research Laboratory)

The Bilateral Nondisclosure Agreement is a contract between the Naval Research Laboratory (NRL) and the Agreeing Party to facilitate a “stated purpose” by protecting non-public and proprietary information from misuse and unauthorized disclosure. The Bilateral Nondisclosure Agreement defines the specific requirements of both Parties, authorized access and disclosure, and general provisions. This contract should be used when conducting business with the Naval Research Laboratory. View tool

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