The resource library

A working library of templates, checklists and briefs, written for people who work the desk.

For members

The resource library.

More than 1,400 documents, organised by function. Below is a selection of the most-downloaded items from the past twelve months.

Model NVOCC Service Agreement

A 32-page bilingual template (English/Spanish) used by more than 200 member firms. Updated for the 2024 FMC rulemaking.

ISF-10 Decision Tree

A two-page flowchart for entry teams to use at the desk. Laminated copies available to Corporate members at cost.

HTS Classification Crib Sheet

A quick-reference of the most-disputed chapter-by-chapter classification issues we have seen in member audit work.

Detention & Demurrage Claim Pack

Letter templates, evidence checklists and a sample appeal to the FMC's small-claims panel.

OTI Bond Renewal Workbook

Step-by-step renewal workbook plus a directory of surety providers offering preferred terms to CFS-certified firms.

Glossary of Forwarding Terms

A 110-page glossary covering ocean, air, ground and customs vocabulary. Free to download for all members.


Compliance briefs

A monthly summary of regulatory developments at FMC, CBP, FDA, EPA and DOT, plus the comment deadlines we recommend members weigh in on.

  • April 2026 — Section 321 de-minimis update
  • March 2026 — D&D billing transparency rule
  • February 2026 — ACE entry summary changes
  • January 2026 — IMO 2030 fuel surcharge guidance

Working papers

Longer-form analysis written by member working groups on the year's most operationally significant issues.

  • "Reading Transpacific Capacity in 2026"
  • "What CBP's Single Window Means for Smaller Brokers"
  • "AMS & ISF: A Practitioner's Checklist"
  • "Terminal Performance Benchmarks, Q4 2025"

Library access is included with every membership.

Members get unlimited downloads and a searchable archive going back to 2016.

View membership tiers