USMCA BOM Regional Value Content Worksheet
To claim USMCA preference, a good must meet its product-specific rule of origin. Where the rule uses regional value content, you need a bill of materials with each component's origin and value. This worksheet puts those facts in one table and shows the resulting percentage.
| Component | HTS or fraccion (6 digit) | Source country | Value per unit | Non-originating (1 yes, 0 no) | Non-originating value | Tariff shift met | |
|---|---|---|---|---|---|---|---|
$0 | |||||||
$42 | |||||||
$0 | |||||||
$2 | |||||||
$0 |
Screening tool only. USMCA product-specific rules may use tariff shift, regional value content by transaction value or net cost, de minimis, or a combination, and RVC thresholds vary by good. This sheet uses material value as entered and is not a certification. Confirm the rule and calculation with a trade specialist.
Refresh origin analysis from your ERP BOM
Optional: a review of how BOM and supplier data could feed origin screening automatically.
Optional. The tool and every export work without this. No spam.
How to use it
Export the single-level or indented BOM from your ERP, then list each purchased component with its tariff code, source country and value. Flag materials that are not originating. The sheet subtracts the non-originating value from the total and shows the estimated regional value content. Use the tariff shift column to record the result of the change in tariff classification test where your rule uses it.
- Use the BOM at the level your product-specific rule applies to
- Check originating status of purchased components with supplier declarations
- Keep values on a consistent basis for every line
- Keep the completed sheet with your certification records
The method behind it
The general idea of regional value content is that a share of the value must come from the free trade area. Under transaction value the formula is the transaction value minus the value of non-originating materials, divided by transaction value. The net cost method uses net cost instead and has its own exclusions. The required percentage depends on the good and the method, so you must read the rule for your heading.
Reading the result
If the percentage clearly exceeds the threshold from your rule, document the analysis and retain it. If it is close, check each non-originating line for a cheaper originating alternative, since one control board sourced from Mexico or the US can shift the number. Also check whether other tests, such as tariff shift, offer a simpler route.
Common mistakes
Using the selling price where the rule needs a specific valuation, treating a supplier's country of shipment as country of origin, and forgetting intermediate materials that are themselves non-originating. Also common is relying on a stale analysis after a supplier or BOM change, so re-run it whenever the BOM revision changes.
Frequently Asked Questions
Does this certify USMCA origin?
No. It is a screening worksheet. Origin depends on the specific rule for the tariff heading, the valuation method and documentation from suppliers. The certifying party remains responsible, so confirm with a qualified trade professional.
Which regional value content method should I use?
Where the rule gives a choice, the method that yields a pass with the least effort and best data is usually used. Transaction value and net cost need different inputs, so check which values your costing system can support.
What records should I keep?
Keep the BOM, supplier declarations, the calculation, the rule applied and the certification for the period required by the rules. Your trade advisor can confirm the retention period for your situation.
Can a Chinese component still allow qualification?
Sometimes. A non-originating material can be allowed if the product meets a tariff shift, the RVC threshold, or a de minimis allowance. It depends on the rule for your product, so test each scenario.
Netray can help pull BOM revisions, supplier origin declarations and costs from your ERP so origin analysis is refreshed when parts change.
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