1. Agenda
John Miller – Welcome, Loan Activity William Manger – Associate Administrator Robert Carpenter – OFA Updates Peter Cazamias – Office of International Trade

2. Office of Capital Access
John A. Miller, Deputy Associate Administrator

3. Office of Capital Access
William Manger, Associate Administrator

4. Year to Date 7(a) and 504
as of 7/31/17

5. Year to Date – 7(a) Small Dollar Loans
as of 07/31/17

6. Office of Financial Assistance
Robert Carpenter, Acting Chief

7. Will be Effective October 1, 2017
FY 2018 Up Coming Fees
Will be Effective October 1, 2017
Loans with maturity of 12 months and less: 0.25%
Loans with maturity of over 12 months: Up to $125, %; $125,001 - $150,000 – 2.0%; (Lender is authorized to retain 25% of the fee) $150,001 - $700, %; Over $700, %; Additional 0.25% on SBA-guaranteed amount over $1M;
Fee Waivers: Full waiver on SBA Express loans to veterans; Veterans will receive 50% waiver on 7a loans up to $350,000
FY 2018 Ongoing Fee: 0.55%
504 CDC Fees: Upfront 0 bps Fee and Annual Guarantee Fee 64.2 bps
504 Debt Refi Fees: 0.642% plus 0.04%, for a total of .682% (64.2 basis points plus 4.0 basis points).
Changes are in red

8. Office of International Trade
Peter Cazamias, Associate Administrator

9. Associate Administrator Office of International Trade
Peter Cazamias
Associate Administrator
Office of International Trade
Dennis R. Chrisbaum
Director, Int’l Trade Finance
Office of International Trade

10. Solution: SBA Export Express
Profile:
to $350,000 with 90% guaranty
$500,000 with 75% guaranty
Processed by SBA-approved Export Express lenders
Working capital: 7 years; Fix assets: up to 25 years
Required:
Entering or expanding in foreign market
In business for at least 12 months (can be waived by lender if the applicant’s key personnel have export expertise and successful business experience and lender does conventional underwriting, not relying on credit scoring)

11. Export Express
Proceeds may be used for any “export development activity,” such as:
1) export development including participation in a foreign trade show or translation services,
2) export transactions, including export purchase orders and foreign accounts receivables;
3) issuance of standby letters of credit that serve as performance bonds, completion bonds, and advance payment guarantees, and
4) fixed assets for equipment or real estate.
SBA Information Notice , dated June 2, 2017:
Link to Export Express Lenders Training Manual:

12. Directory of SBA Export Finance Managers: https://www. sba

13. SBA’s Network of Export Finance Managers at U. S
SBA’s Network of Export Finance Managers at U.S. Export Assistance Centers
ATLANTA
Territory: Georgia, Alabama, Kentucky, West/Central Tennessee
ARLINGTON, VA
Territory: Virginia, Maryland, District of Columbia, West Virginia
BOSTON
Territory: Maine, Vermont, New Hampshire, Massachusetts, Connecticut, Rhode Island
CALIFORNIA
IRVINE
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LOS ANGELES Territory: Southern California, Arizona
SAN FRANCISCO
Territory: Northern California – Bakersfield
to the Oregon border
CHARLOTTE
Territory: North Carolina, South Carolina, Eastern Tennessee
x226
CHICAGO
Territory: Wisconsin, Illinois
Dennis.  
CLEVELAND
Territory: Ohio, Western New York, Western Pennsylvania,
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DENVER
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DETROIT
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FLORIDA
MIAMI
Territory: S. Florida , Puerto Rico, Virgin Islands
ext. 21
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Territory: Minnesota, North Dakota, South Dakota
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NEW YORK CITY
Territory: New York City & 5 Boroughs, Eastern Upstate New York, New Jersey
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 PORTLAND
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SEATTLE
Territory: Washington, Alaska, N. Idaho, ex.228
ST. LOUIS
Territory: Kansas, Missouri, Nebraska, Iowa

14. Questions