Governing Membership Meeting Thursday, September 15, 2011 9:00 am - Noon

1. Governing Membership Meeting Thursday, September 15, 2011 9:00 am - Noon

2. Technology & Communications Committee Report Committee Members Brandon Day – Daycos (Chair) Chuck Bailey – Executive Moving Systems Richard Corona – Enterprise Database Corporation Craig Crawford – Silver Ridge Forwarding CJ Dabo – Interstate Worldwide Relocation Gordon Keene – Abba International Kourtney Kono – Aloha Worldwide Forwarders Rick Mason – Total Military Management Leo Pakkala – Western Data Transportation Keith Simmons – RD Simmons & Associates Fran Vollaro – The Pasha Group

3. Technology & Communications Committee Report Committee Members Brandon Day – Daycos (Chair) Chuck Bailey – Executive Moving Systems Richard Corona – Enterprise Database Corporation Craig Crawford – Silver Ridge Forwarding CJ Dabo – Interstate Worldwide Relocation Gordon Keene – Abba International Kourtney Kono – Aloha Worldwide Forwarders Rick Mason – Total Military Management Leo Pakkala – Western Data Transportation Keith Simmons – RD Simmons & Associates Fran Vollaro – The Pasha Group

4. Brian Limperopulos Program Manager IAM

5. IAM Programs That Benefit the Governing Members IAM Programs Enhanced Member Services & Program • How IAM serves its Governing membership: • Shipper Guides • Receivable Protection Program (RPP) • IAM Code of Ethics • Global Accreditation of the Electronic Inventory Standard • How Governing Members to take advantage of IAM Programs • Customs and Government Regulations

6. IAM Programs That Benefit the Core Members IAM Shipper Guides • A compendium of household goods-specific customs regulations for different countries throughout the world • The Shipper Guides can be found at http://www.iamovers.org/shippers.html • Over 110 different guides can be found on the website. • Core Members’ Representative, Jackie Agner, was instrumental in soliciting new information this past summer. • With Assistance from IAM Commercial Affairs Committee and its Chairman, Doug Finke, IAM is busy integrating this updated information. • Continue to help us by sending in new information as it becomes available!!!

7. IAM Programs That Benefit the Governing Members IAM Shipper Guides • Future Plans for the Shipper Guides: • Shipper Guide for each of the different countries represented by our membership • Develop applications for mobile devices to access the Shipper Guides remotely • Generate consumer referrals from the Shipper Guide website to our member’s websites • Establish a more user-friendly webpage for the Shipper Guides • Explore how social media can improve Shipper Guide responsiveness to changing world events

8. IAM Programs That Benefit the Governing Members Receivable Protection Program (RPP) • Essential program if your company does any commercial work whatsoever! • Statistics: • 109 Members currently enrolled • IAM received seven different claims for the 2009-2010 fiscal year • In total, IAM paid out $21,014.17 to satisfy those claims. • In 2011, IAM is projecting approximately $30,000 in claims payouts. • The fee to sign up for Governing Members is $487.50 • This is a 25% discount on what other members must pay to join. • The RPP acts as an insurance program for the membership when conducting business with other members.

9. IAM Programs Can Benefit the Governing Members Invoice Dispute Resolution Process (IDRP) • Under this process, RPP members can request IAM intervention on invoice disputes that they have with other IAM members. • New Feature added to RPP on May 1st • IAM compiles a list of “slow payers”. • IAM circulates this list to RPP members on the first of every month. • RPP members gain valuable business knowledge as a result. • To sign up for the RPP or gain greater insight into the Invoice Dispute Resolution Process, please see me at the end of the meeting. • More information can also be found at http://www.iamovers.org/rpp.html or by emailing me at brianl@iamovers.org. .

10. IAM Programs That Benefit the Governing Members IAM Code of Ethics • What is the IAM Code of Ethics? • The Code outlines generally accepted practices and professional standards. • IAM members are expected to adhere to these when conducting business with each other and their clients. • When established in 2006, no enforcement guidelines were developed. • IAM Leadership and Staff realized that policies were needed to adjudicate on ethics complaints alleged against members. • Code of Ethics Enforcement Procedures have been created and an Ethics Council composed of member volunteers will be implemented to address this gap.

11. IAM Programs That Benefit the Governing Members Global Accreditation of IAM Electronic Inventory Standard • Benefits of an Electronic Inventory Standard: • Greater Business Efficiency • Harness electronic and technological innovation • Automatic import of information from your operations team • Better Ability to Comply with Future Customs Regulations • Importer Security Filing (10+2) and European Advance Cargo Declarations • Greater transparency and depth of detail • What’s Customs going to do next??? • Standard documents can be displayed in your own language and translated into your agent’s language. • Includes all details that are found in a typical household goods shipment

12. IAM Programs That Benefit the Governing Members Global Accreditation of IAM Electronic Inventory Standard • How is IAM progressing toward our Goal of Global Accreditation? • IAM became an Accredited Standards Developer in 2008 with the American National Standards Institute (ANSI). • ANSI approved the IAM electronic inventory standard in late July of 2010. • IAM has submitted the standard to the International Organization for Standardization (ISO). • We are confident that the Standard will be affirmed as an official International Standard by next year’s Annual Meeting. • The Standard will demonstrate the industry's ability to meet future logistic challenges and security requirements head-on.

13. IAM Programs Can Benefit the Governing Members Customs and Security Issues • Distribution of Personally Identifying Information (PII) • Short-term solution: Standardized Webform on IAM website. • Medium-term solution: Standardized Webform on CBP website • Long-term solution: Blanket protection against this information being distributed to Vessel Manifest Information Companies. • Federal Maritime Commission (FMC) Fact Finding Investigation # 27 • This fact finding investigation examined unlawful, unfair, or deception ocean transportation practices related to our industry. • FMC Commissioner, Michael Khouri, will speak later at our Special Session concerning the Fact Finding Investigation # 27. • IAM will meet with the FMC shortly after the Annual Meeting to determine how the Association can assist with the recommendations set forth in its final report.

14. IAM Programs That Benefit the Governing Members Take Advantage of This Information! • As you can see, IAM offers much to its Governing Members: The Shipper Guides provide comprehensive Customs Information available at your fingertips. Through the RPP, IAM gives you recourse to recover payments owed to you. A greater sense of security when trading with other IAM members because of the RPP, the Invoice Dispute Resolution Process, and the Code of Ethics. The development and accreditation of the Standardized Electronic Inventory will promote efficiency and enable your company to better negotiate the future burdens of expected customs regulations. We are constantly working on your behalf to protect your businesses through our government outreach and relations.

15. IAM Programs That Benefit the Governing Members Contact • If you have any questions about this information, please contact me at the following: • Brian Limperopulos • BrianL@IAMovers.org • +1 703 317 9950

16. CHARLES WHITE Director, Government and Military Relations IAM

17. Governing Membership Meeting Charles White Director of Government & Military Relations Report • Critical Issues facing the IAM membership: • Business Case Analysis for the possible Outsourcing of the DOD Personal Property Program: • -- IAM staff have been closely monitoring this possibility for years. We followed every step of the contracting process used to outsource DOD freight moving from their freight depots – the Defense Transportation Coordination Initiative (DTCI) • -- Early this year we started to see signals that HHGs were coming under the same microscope. • -- Initial meeting with OSD to discuss the BCA held in late June, 2011 • -- BCA contractor named in mid-August, 2011 – Logistics Management Institute (LMI) • -- IAM staff initial meeting with LMI September 8, 2011

18. Governing Membership Meeting Director of Government & Military Relations Report II) SDDC Program Management Review (PMR) -- Initially labeled the “Program Efficiency Review” -- Looking at ways to improve, streamline and find further efficiencies for DP3 -- Items being reviewed -- Implementation of CFAC in the Domestic Market -- Agent Declaration, interim step in DPS coming - Agent I.D. -- Redefining TSP -- How to implement an Open Season without a further proliferation of TSP in both the Domestic and Int’l Markets -- Minimum number of CSS to be considered statistically valid -- SFR for Alaska

19. Governing Membership Meeting Director of Government & Military Relations Report III) 2011 Peak Season -- SDDC Peak Season “Hotwash” -- SDDC focused on CAPACITY while industry appears to be focused on Traffic Distribution -- Rule Changes and New Rules implemented for 2011 Peak Season -- Unlimited Refusals – vs. Enhanced Blackout Functionality -- Code 2 and approval to use Portable Moving & Storage Containers (PMSC) -- Increased use of SIT @ Origin -- Elimination of the 70% rule -- DPS stability is major issue, especially during Peak Season – DOD believes that “Click Count” changes played a major role. -- What does Peak Season 2012 hold?????

20. Governing Membership Meeting Director of Government & Military Relations Report • IV) Joint Regionalization • -- OSD initiative to be completed by 2015/16 but on FAST TRACK! • -- 7 CONUS JPPSOs – JPPSO-COS, JPPSO-NE, JPPSO-SAT, Ft. Lewis, JPPSO-WA, Jacksonville & San Diego • -- OCONUS – Japan (Yokosuka), Korea (Yongsan), Europe (WKAS), JPPSO-HI and a few other smaller more isolated booking offices. • -- BCA and the PMR will not have ANY effect on Regionalization continuing to move forward. • DPS • -- New contract is coming out for bid. There is a possibility of a new contractor being named • -- New Third Party Payment System (TPPS) contract also out • -- DPS Release 1.4.07 currently planned for September 30, 2011

21. Governing Membership Meeting Director of Government & Military Relations Report • DPS (cont) • -- DPS Release 1.4.07 will include the Enhance Blackout Functionality, the able to identify an origin agent in the “free text” field and the member’s DOB info needed for the enhanced 10+2 requirements • -- Phase III requirements are being written but there is still some disagreement within DOD as to whether DPM will be included. • Key DOD Personnel Changes • -- U.S. Transportation Command • -- Gen William Fraser, USAF will replace Gen Duncan McNabb, USAF as Commander in October • -- LTG Kathleen Gainey, USA will replace VADM Mark Harnitchek, USN as Deputy Commander this month

22. Governing Membership Meeting Director of Government & Military Relations Report • Key DOD Personnel Changes (cont) • -- SDDC • -- New Rates Team Lead – Jill Smith – formerly COMFISC • -- New Quality Assurance Team Lead – Rich Yevak - formerly with Air Force HQ • -- JPMO HHGS • -- New Program Director – Col Mark Hiryak, USAF • -- New Program Manager – Ms Mary Campbell • -- New Deputy Program Manager – Mr Shannon Switts • -- Air Force Personal Property Activity Headquarters (PPA HQ) • -- New Commander – Col Michael Holmes, USAF • -- New Deputy – Mr Kevin Kennedy

23. Governing Membership Meeting Director of Government & Military Relations Report • Digital Certificates • -- Mandated to be used to access any DOD systems by Oct 1, 2011 • -- Foreign national’s waiver • GSA • -- Request for documents – “shipping reports” and “IFF calculations” from FY 2009 and FY 2010. Through an IAM request this request for documents was postponed. • -- New TPPS contract awarded to CitiBank

24. TERRY HEAD President IAM

25. Presented To: Randall Groger In Recognition of His Dedication and Contributions While Serving as a Member of the: IAM Executive Committee (2000 – 2011) and as  IAM Chairman (2007 -2011) Chairman Groger holds the distinction of having led the Association through some of its most challenging and successful years, during which he played a major role in bringing about a name change and a restructuring of membership that have positioned the organization as a leading advocacy group for the Moving and Relocation Industry. International Association of Movers September 13, 2011 IAM 49th Annual Meeting Denver, Colorado