Department Of Management, Marketing & Logistics

DEPARTMENT OF MANAGEMENT, MARKETING & LOGISTICS

TERM: Fall 2004

COURSE NUMBER: TRA4721/Monday and Wednesday 7:30 p.m. – 8:45 p.m.

COURSE TITLE: International Logistics

CATALOG DESCRIPTION AND PREREQUISITE: Prerequisite: MAN 3025, MAR3023. This course covers a variety of aspects of international logistics for establishing and sustaining global operations. Issues addressed include the strategic and operational roles of logistics in the international arena; the role of shipping, air and other forms of freight transportation in international logistics and their impact on world trade; international distribution and marketing channels; the logistics mix in an international context; and the management of import/export shipments including documentation requirements.

PROFESSOR: Robert Frankel

OFFICE: Building 42, Room 3141

OFFICE HOURS: Monday and Wednesday 3:30-5:30; or by appointment

TELEPHONE: Office: 904-620-2780; 1346; Home: 904-388-8324 Email: [email protected]

REQUIRED TEXTS: None; Reading packet to be distributed, along with other readings on a random basis

COURSE CONTENT: Course Outline Weeks Global Logistics and Commerce 1.0 Logistics and Marketing Channels 1.0 Forces of Globalization 1.0 Trade Agreements; FTZs 1.0 Regional Logistics 2.0 Global Freight and Transportation Management 0.5 Global Transportation and Security 0.5 Cargo Handling and Containerization; Ports and Airports 1.0 Import/Export Operations and Intermediaries 2.5 Marketing Global Logistics Competency 1.0 Technology and International Logistics 1.0 Future Challenges for International Logistics 1.0 Assignment Discussion/Tests (preparation and Final) 2.5 TOTAL 16.0

GRADING: Percentages subject to change; if so, it will be announced

Written Assignments (3) 225 pts Exams 150 pts Final Exam 30 pts Contemporary Issues (4) 80 pts Class Participation 65 pts Total 550 pts

Final grades will be based upon the following point totals, which represent the maximum level of points necessary to achieve each grade. The instructor reserves the right to adjust the point levels as necessary.

93-100 (511 - 550 points) = A 90-92 (495-510 points) = A- 87-89 (478 - 494 points) = B+ 83-86 (456-477 points) = B 80-82 (440 - 455 points) = B- 77-79 (423-439 points) = C+ 70-76 (385 - 422 points) = C 60-69 (330-384 points) = D 0-59 (0- 329 points) = F

The material for each exam will cover any concepts from the reading packet, handouts, class lecture and discussion, exercises, speakers and videos assigned for that exam. Exams will be composed of short essay questions. Lectures, class discussions and in-class exercises are not always designed to reiterate the reading packet. All exams will be take- home exams; given the take-home format there will be no make-ups; see me in advance if and when you have a problem with an upcoming exam. Take-home exams handed in late are a bad idea – I accept them but assess a severe “late” point deduction. It is the responsibility of the student to contact the instructor to review the results of an exam. The final exam will cover concepts from the entire course, but is designed to require very little (if any) preparation time. The structure and content of the final exam will be carefully explained at the end of the semester.

Optional Extra Credit is available in this course by displaying your interest and knowledge of music and logistics. Music is an important (and fun) element of logistics (at least of transportation. Up to fifteen (15) points are available for completing this option. More details will be provided regarding this topic as the semester progresses.

LIBRARY ASSIGNMENTS: None

WRITTEN COMMUNICATION REQUIREMENTS: The three written assignments will be handed out in class approximately 2 weeks prior to the due date indicated on the syllabus, depending on the nature of the assignment. The purpose of each assignment is to get you involved in the course material, and to help you to understand the logistics issues by making them applied and realistic (and analytical and somewhat quantitative). The first assignment deals with tariffs, sourcing and logistics; the second assignment deals with INCOTERMS; and the third assignment deals with international freight forwarder analysis and selection. The specific requirements for each written assignment will be completely discussed at the appropriate points in time. Each completed assignment will vary in length, typically from approximately 3-4 pages in length. The Written Assignments vary in points.

The Contemporary Issue assignments are straightforward. For a number of current logistics topics, students will be required to submit a one-page summary of a relevant article from the popular press that they have selected, read and analyzed. The relevant article MUST be dated 2003 or 2004; no exceptions will be allowed. The assignment should provide a brief overview of the article, why you selected it, and why/how it is relevant and important to the contemporary issue. Each Contemporary Issue assignment is worth 20 points.

All written communication must be word-processed: this means exams, the three Written Assignments, and the Contemporary Issue summaries. Provide a cover page with your name for all written communication. Use 12 point/font type, and number the questions/answers for the exams and the Written Assignments. Use no more than 1 inch top/bottom and left/right margins for all written communication. Failure to follow these guidelines will result in a loss of points. How you say something is just as important as what you say -- so punctuation, grammar and spelling are an important part of all written communications’ grade. All written communication is due at the beginning of the class period on the given due date; anything handed in late is a bad idea – I accept such material but assess a severe “late” point deduction.

ORAL COMMUNICATION REQUIREMENTS: This is a very important aspect of this course. Attendance will be formally taken on the days when we have guest speakers, discuss written communication assignments, exam/quizzes and in-class exercises (note that accounts for a lot of classes), as well as on a random basis on the other days. An un-excused absence on those days will result in subtraction of points from a student’s “Participation” points. Note #1: you can't participate if you aren't in class. Note #2: the act of physically being in class is not the same as participating. Students are encouraged to attend class each day and will be called upon to take a discussion position on issues raised during each class session. It is expected that all assigned materials have been read prior to class. To make the class as beneficial and interesting as possible, questions and discussion are encouraged. Remember, there is no such thing as a stupid question or comment. The "Not Playing" Rule: When a question is addressed to a student during class, if for any reason you do not wish to participate on that subject - simply state "Not Playing" and I will move on to another student. (Note: Groups may not invoke the "Not Playing" rule.)

COMPUTER APPLICATIONS: No specific requirements.

INTERNATIONAL COVERAGE: This course is primarily international in scope.

ENVIRONMENTAL ETHICAL ISSUES: Coverage is included within an international/cultural context.

ACADEMIC INTEGRITY: The exams, Written Assignments and Contemporary Issues are not group assignments. In other words, I expect each student to do their own research and writing. Given the nature of these assignments, it is possible that students may utilize similar resources -- however, it is very unlikely that students will have the same things to discuss or analyze about what they have seen or done. Students are expected and required to adhere to the university code of conduct as outlined in the catalog. Failure to do so will result in appropriate penalties.

If you have a disability, as defined by the Americans with Disabilities Act (ADA), that might impair your performance in this course, please inform me of that disability during the first week of class so that I may take appropriate action. You should also notify the Office of Disabled Services Programs at (904) 620-2769 concerning any needs you may have.

COURSE OBJECTIVES:

International logistics is a critically important component of global supply chain management, and that is more challenging than domestic supply chain management. This is primarily true because of sovereignty: every country has the right to impose whatever rules and requirements it wishes concerning the regulation of business within and across its borders. While trade agreements and international trade organizations have succeeded in implementing commonly agreed upon operational standards, many supply chain managers do not understand these standards. The result: delayed shipments, impounded merchandise, disputes over payments and insurance claims – in short, less than optimal global operations. Given this situation, the course objectives are:

1. To provide students with a basic understanding of the role of international logistics and its relationship to marketing and to global supply chain management. 2. To enable students to identify and understand contemporary issues that impact international logistics, and the problems that may arise due to these issues (and what options to consider in order to solve those problems).

3. To acquaint students with the basic documents, terminology and channel intermediaries in international logistics operations.

4. To provide students with a variety of different and (hopefully) interesting methods to learn about international logistics.

TENTATIVE COURSE OUTLINE

Date Topic Assignment 8/23 Course Introduction Syllabus

8/25 Introduction to Logistics; Ch. 1 Thomchik Global Logistics and Commerce K & H 29-35; 480-485; Articles: “Logistics/Transportation: An Evolving Frontier of Strategic Value and Total Savings”

8/30 Introduction to Logistics; Ch. 1 Thomchik Global Logistics and Commerce K & H pp. 29-35; 480-485; Articles: “Logistics/Transportation: An Evolving Frontier of Strategic Value and Total Savings”

9/01 Logistics Support for Marketing Ch. 2 Gourdin Channels of Distribution Ch. 6 Dornier et al

9/06 No Class (Labor Day)

9/08 Logistics Support for Marketing Ch. 2 Gourdin Channels of Distribution Ch. 6 Dornier et al

9/13 Forces of Globalization; Ch. 3 Dornier et al The Impact of Culture Articles: “Bridging the Cultural Divide”; “Managing U.S./Mexico Cross-Border Business” Take-Home Exam #1 Due

9/15 Forces of Globalization; Ch. 3 Dornier et al The Impact of Culture Articles: “Bridging the Cultural Divide”; “Managing U.S./Mexico Cross-Border Business” Contemporary Issue #1 Due: Globalization, Culture and Logistics

9/20 Trade Agreements; C & G pp. 283-310; FTZs C & G pp. 453-454 and 546-547; Articles: “The ABCs of FTZs”; “Gateways for the Global Economy”; “FTZ Success”

9/22 Trade Agreements; C & G pp. 283-310; FTZs C & G pp. 453-454 and 546-547; Articles: “The ABCs of FTZs”; “Gateways for the Global Economy”; “FTZ Success”

Date Topic Assignment 9/27 Regional Logistics (Europe) Chapter 16: Long Articles: “Europe at a Crossroads: The need for sustainable transport”; “Europe’s 3PL Industry Consolidates on the Road to Pan-European Services”; “European Supply Chain Management Characteristics and Challenges” Written Assignment #1 Due

9/29 Regional Logistics in Asia Chapter 16: Long

10/04 Regional Logistics (NAFTA) Chapter 16: Long Contemporary Issue 2 Due: Logistics Update NAFTA

10/06 Regional Logistics in Emerging Chapter 16: Long; Markets

10/11 Global Freight and Transportation Chapter 5: Gourdin Management Systems Global Transportation and Security: Articles: “The New Frontier of Border Security”; “Customs Delays Air Cargo Security Rules”; “C-TPAT: Staying Ahead of the Curve” Take-home Exam #2 Due

10/13 Global Freight and Transportation Chapter 5: Gourdin Management Systems Global Transportation and Security: Articles: “The New Frontier of Border Security”; “Customs Delays Air Cargo Security Rules”; “C-TPAT: Staying Ahead of the Curve” Contemporary Issue #3 Due: Transport and Security

10/18 Cargo Handling and Containeri- Chapters 11-13: Thomchik zation; Ports; Airports Articles: AAPA and BTS tables; “Competitor or Co-Pilot?”; “Customers Call the Shots”; “The West Coast Conundrum”

10/20 Cargo Handling and Containeri- Chapters 11-13: Thomchik zation; Ports; Airports Articles: AAPA and BTS tables; “Competitor or Co-Pilot?”; “Customers Call the Shots”; “The West Coast Conundrum”

10/25 Import/Export Operations: C & G pp. 435-443; Customs; Chapter 10: Long Terms of Sale and Documentation Chapter 11: Long; Articles: “Defining Dyadic Cost and Risk in International Trade: A Review of INCOTERMS 2000 with Strategic Implications” Take-home Exam #3 Due Date Topic Assignment 10/27 Import/Export Operations: C & G pp. 435-443; Customs; Chapter 10: Long Terms of Sale and Documentation Chapter 11: Long; Articles: “Defining Dyadic Cost and Risk in International Trade: A Review of INCOTERMS 2000 with Strategic Implications”

11/01 Import/Export Operations: Financing International Trade; Chapter 12: Long Use of Intermediaries Chapter 13: Long; and Articles: “Freight Forwarder Basics”; “The Plane Truth About Air Freight Forwarding” Written Assignment #2 Due

11/03 Import/Export Operations: Financing International Trade; Chapter 12: Long Use of Intermediaries Chapter 13: Long; and Articles: “Freight Forwarder Basics”; “The Plane Truth About Air Freight Forwarding”

11/08 Marketing Global Logistics Articles: “Florida: Gateway to the Americas” Competency: Florida Speaker: TBD

11/10 Marketing Global Logistics Articles: “Florida: Gateway to the Americas” Competency: Florida

11/15 FedEx-UPS: The Battle for Contemporary Issue #4 Due; FedEx-UPS Your Box Update

11/17 Use of Intermediaries: Discussion Written Assignment #3 Due Written Assignment #3

11/22 Technology and International Chapter 16: Thomchik Logistics Articles: “Cargo Gets Smart”; “Europe’s Unique Supply Chain Opportunities, Challenges, and Innovations”

11/24 Future Challenges for International Logistics

11/25,26 THANKSGIVING HOLIDAY

11/29 Technology and International Chapter 16: Thomchik Logistics Articles: “Cargo Gets Smart”; “Europe’s Unique Supply Chain Opportunities, Challenges, and Innovations”

Date Topic Assignment 12/01 Future Challenges for International Logistics Pass out Final Exam

12/06 FINAL EXAM (7:30 p.m. - 8:45 p.m.)