Status: Active — Hopkinsville visit completed 3/17. New NCR at Kiewit Hanson Solar (LB45PT-70 failures). Stanley responsiveness issues flagged by Joan Peh.
Key Stakeholders: Yves Figuerola (SVP Supply Chain), Marco M.
Key Contributors: Arif Murshed, Phil Wall, David Johnson (DJ), Tyler, Joe B, Linda (Stanley)
Goals: Resolve M12 collar quality defects affecting 17+ US sites. Secure commercial compensation from Stanley for excessive consumable wear.
Open Actions:
Track and document consumables compensation owed by Stanley (Rich & Phil)
Reinspection of sites on sample basis to check install quality (Tyler)
Ensure Technical Bulletin (TBN) has gone to all project sites (Joe B)
Ensure full communication to field teams
Stanley to address BV17 under-bite root cause on M12 Neobolt Pin
Review Phil Wall's anvil project breakdown data (extra anvils vs 20k/30k swage life)
Recurring Stanley Linda/Rich touchpoint meetings established
Address customer preference for Howmet over Stanley M12 — reasons: consumable life, consumable cost, ease of installation, shared consumables with 1/2" (Phil Wall cross-functional review Jan 15)
Colin Crawford counterpoints on M12 — review and address (Feb)
Linda Hopkinsville visit — completed Mar 17. Tony Seng shared review data slides post-visit.
NCR*11228 — LB45PT-70 operational failures at Kiewit Hanson Solar. Two tools down, site awaiting Stanley response. Joan Peh flagged Stanley not responsive (Mar 19). Ken (Stanley) unaware of issue.
Note (Mar 6): Stanley M12 NCR Weekly Touchpoint active — Joe Frazier email received
Note: Arif's M12 planning analysis (Jan 29): every Howmet→Stanley pin/collar switch loses $0.12/unit ($1.2M per 10M volume shift); FY26 allocation 45% Howmet (26.9M) / 55% Stanley (34M)
#2. Howmet RFX FY27 Negotiation
Status: Stanley Amendment 6 expired 3/31. Legal escalation on Stanley 1/2" AvboltEco — Bohrer meeting Stanley Legal Mon 4/6. Howmet QBR Tue 4/7 11:30am. Tariff restructuring (15% flat on 8479.90.95, effective 4/6) changes cost landscape significantly.
Key Stakeholders: Yves Figuerola
Key Contributors: Arif Murshed, Akshay Shelke, Matt Deuire (Howmet), Savannah Chambers (Howmet), David Bohrer (Legal)
Goals: Negotiate competitive FY27 fastener pricing with Howmet. Close gap on 1/4" AL/steel pricing. Advance Stanley 1/2" AvboltEco as BOMtail alternative. Reduce single-source dependency.
Open Actions:
Address 1/4" AL & steel pricing gap — Suzhou 18% cheaper on AL, 26% cheaper on steel vs Waco. Lean Suzhou for 30M unless Waco matches.
Resolve payment terms — rejected Howmet Net 60 ask, foot-stomped at Waco visit
Provide GBA Amendment in Word format to Howmet — need FEOC signature, update IRA class 75% for M12
Add Suzhou 1/4" pricing amendment
Howmet to provide BV17 Module prototype and budgetary production price
Howmet Q4CY25 QBR — Tue 4/7, 11:30am
Stanley QBR — Mon 4/6, 12pm
1/2" FAS project support meeting — today 4/2, 12:30pm
BOMtail recovery plan — was due 3/23. Status still unknown. Chase.
Hollow components — Graham connecting Rich with Randy/Paul at Mauston for hollow part forming capabilities evaluation (Mar 20).
VRA cost recovery: $21K NCR — Arif questioning process
Kingston Labor Contract: Waco union negotiation Nov 2026 — 60 or 90 day coverage decision still pending. Arif awaiting direction.
LEGAL ESCALATION — Stanley 1/2" AvboltEco:
David Bohrer met Stanley Legal 3/26. Stanley stance: qualifications postponed until at least summer, maybe longer.
Prashant provided full contract history to Bohrer (10 amendments). Key: Amendment 5 obligated Stanley to supply 6M 1/2" in US — never delivered. Amendment 6: 11M EU capacity — never qualified.
Bohrer meeting Stanley Legal Mon 4/6. Needs payment/billing summary of NX investment in development (3+ years).
Joan Peh connected with Bohrer on qualification project history.
TARIFF RESTRUCTURING (Apr 2):
Section 232 revised: HTS 8479.90.95 gets 15% flat tariff through 2027 (down from ~38%). Effective Apr 6. Richard Hogg estimates $60M annualized reduction.
Derivative steel products: 25% flat on total value (was 50% on steel content). Slew drives, dampers, mounts affected.
Yves: "don't over-allocate beyond minimum GBA commits to Tier 2 locations." Impact analysis on supplier allocation needed from Prashant.
Note (Mar 26): Bohrer: "Stanley open to discussing options but qualifications postponed until at least summer."
Note (Apr 2): Prashant shared full Stanley contract folder + amendment log with Bohrer. Amendment 8 draft in works by Akshay.
#5. TD New Units / Boss Industries
Status: Boss Air visited 3/31 in La Porte, IN. Need NX requirements spec before Boss will share design or honor 10-unit PO. Steve Kraft (Equipment Eng) supporting. Casagrande GBA FX clause in progress.
Key Stakeholders: Yves Figuerola
Key Contributors: Arif Murshed, Eric, Scott Robbeloth, Rory Mathias (Boss Industries)
Goals: Finalize cost build-up for TD 3-4 units ordered through CS. Source Boss Industries compressors (20 units, 8 week lead). Drill bit strategy fast-track for $150K/mo savings.
Open Actions:
Boss Air site visit — completed 3/31 at La Porte, IN (Rich + Arif).
Boss Air requirements spec needed — Boss won't share current DT design (legal risk) or honor 10-unit PO without NX-initiated requirements doc. Need: dimensions, mounting plate details, airflow direction, harness interface, color. Steve Kraft agreed to support (Apr 2).
Review $15K/unit revised quote (received Mar 4)
Boss-Air Onboarding — Arif following up with Rory on outstanding docs (Mar 9). Need datasheet for PN creation, tech contact for test plan. Vendor setup: Net 60 terms, contacts Rory/Mark/Brandon/Nikki.
Need 5-10 by end of April; full schedule: 3 May, 7 Jul, 2 Aug, 6 Sep, 2 Oct (20 total)
Confirm Italy strategy technically validated by Ian/Scott Robbeloth
Review Boss introduction PowerPoint (incoming)
Drill bit strategy — $150K/mo savings; water tank supplier plan; TEI drifters → Euro drill replacement
Add missing labor costs to cost build-up
Confirm logistics cost to Vegas ($10-15k per Yves)
Add logistics to ship parts to Italy
Confirm tariff amount (~15% on $490k = ~$75k per Yves)
CZM LOI reengaged: scoped to 1 prototype unit; call with Giuliano confirmed 2/24
Casagrande GBA FX clause — Arif proposed EUR/USD model using ECB rates. Jean Furter (Treasury VP) engaged via Prashant (Mar 19). Awaiting Treasury guidance on acceptable forex source.
Boss-Air onboarding blocker: VP Bruce Bunting needs proof of DT contract termination (5yr non-compete). David Bohrer (Legal) wants direct contact with Boss-Air counsel, not generic letter. Arif connecting them.
Boss-Air compressor 17% price improvement vs DT. PO goal this week. Pending supplier inputs ETA tomorrow (Mar 11).
Contact: Rory Mathias, Boss Industries, La Porte IN (rorym@bossair.com, 219.809.7076)
CZM Decision: 1 prototype, Europe deployment, Australia-like model. Timeline: proto Sep '26 → qualified end CY26 → 4 more units Mar '27
Note (Mar 12): Hutte/Casagrande 17 TDs for Q2'26. Moving to FOB delivery (open book logistics). 4 units ready end of March (1 AU, 3 US). Cesar Martin (logistics) + Scott Robbeloth (planning) coordinating.
#8. Vantage 2IR / Vision Program
Status: Active — Pre-bid webinar completed Apr 1. Suppliers accessing Coupa. Bench (Jeff Rodgers) adding Bruce McCreary to RFQ effort.
Key Stakeholders: Rachel Hon, Hector Plascencia, Sergio Chait
Key Contributors: Graham, Amir Heidari, Jamshed Nabizada
Goals: Finalize component selections for NX Vantage 2 IR. Brain compute decided (reComputer J4012B). Camera and CM selection still open.
Open Actions:
Meet with Rich Guy on 4X 8MP security camera selection
CM selection for Vantage 2IR — Rich is SC lead, CM strategy driven by Rich and supported by Sergio
Close on Vantage RFQ final review (Hector requesting)
Establish Rich's role with NPI team (Amir follow-up)
Bandit Tool for Powermerge meeting (in-person preferred)
5 key activities for CM production transfer — track progress
Amir and Rachel to work together on handoff/deliverables/schedule/timeline
Gerald/Amir to visit Folsom site
OAK-D Pro W PoE: Arducam ~10% cheaper than Luxonis; plan to re-engage Luxonis with volume leverage
Bench (Jeff Rodgers) requesting Coupa access for Bruce McCreary (Apr 2).
Note (Mar 9): DJ/Gerald NPI update — Onsight and Fracsun handle current demand; only Vantage V2IR needs CM. Fracsun (Bryan Fisher) pushing back on CM need — 80-100 units/mo capacity vs ~40 demand. Sergio/Raghu visiting Fracsun week of 3/23.
NPI decision: Vantage 2 stays in Folsom; NPI team doing EVT/DVT/PVT at San Jose site
Status: Waiting — next step is China trip visit (April)
Key Stakeholders: Nick P
Key Contributors: Winter (supplier contact)
Goals: Requalify rivet supplier per updated NX requirements. Explore relationship during China trip.
Open Actions:
Status: Active — data finalization for Yves, need to push acceleration
Key Stakeholders: Yves Figuerola
Key Contributors: Mike Vanderwoud, Arif Murshed
Goals: Identify and accelerate top 10 cost reduction opportunities in EMS & Steel.
Open Actions:
Identify opportunities where schedules can be accelerated
Focus on speed of implementation, not just 2nd/3rd sourcing rationale
Review and finalize data for Yves
New fastener sources: M12 UK ramping up; Lock CN and PMEA CN ready for samples; 1/4" AL Meishan DDP 12% above Stanley
#22. China & SEA Supplier Trip (April)
Status: APPROVED but CEO travel directive Apr 2 — Dan Shugar: reduce travel to essential only. Flight booked AA127 Apr 11. Need to confirm trip still on given directive.
Key Stakeholders: Prashant Patil
Key Contributors: Sunking Kang (full trip), Kyle Wu (China only)
Timing: Apr 11-23. Sunking accompanying entire trip.
Planned Visits — China:
Suspa — Nanjing (dampers, US qualification)
KMI — China (slew drives, 60K commitment finishing ~45K)
Status: Blocked — waiting on Doug's approval. FY27 AOP: only 4 positions approved, rest in 2-3 weeks. Foundations role (NX-1873) 235 days open.
Key Stakeholders: Prashant Patil, Yves Figuerola, Alejandro Riofrio
Key Contributors: Doug Matlack (Finance), Stella Ying, Christian Yip
Goals: Hire sourcing manager for Onsight + Fracsun supply chain. Position in Fremont.
Open Actions:
Doug to complete review and approve headcount — Prashant following up (Mar 3)
Christian Yip to provide finance approval code once approved
Open TBH requisition in Workday once code received
Background: Dec 17 requested → Jan 13 one role approved → Jan 22 prioritized sourcing → Feb 26 Yves confirmed funding → Doug pushed back asking for evidence → Prashant provided justification
#30. Liquidate Hydraulic Tools
Status: Active — Phil Wall provided excess inventory list 3/13 (with Angola project consuming ~$400K). Data collection issues with historical records. Jeremy Roberts sharing P&L dataset Monday 3/24.
Key Stakeholders: Prashant Patil
Key Contributors: Naif (ME Sales), Vinay Kulkarni (India Construction), Jhansi Lakshmi, Phil Wall, Jeremy Roberts
Goals: Liquidate surplus hydraulic rigs and tools from US rental program inventory.
Open Actions:
Get inventory from Phil Wall — excess inventory list provided 3/13. Some parts still actively sold (green highlights). Angola project to consume ~$400K.
Phil Wall data collection issues — can't find dataset for old project records. Jeremy Roberts sharing P&L data Monday 3/24.
Naif (ME) asked: new or used? quantity? — respond (held email)
India team wants buy-in from Vinay Kulkarni (held email)
ME option: rental for DG projects in KSA (if used) or bidding (if new)
Address consumable compatibility — moving to all-electric tools
If no internal interest, proceed with external liquidator
Note (Mar 11): Jhansi Lakshmi (Sales Dir) following up. Rich replied: expecting 2 lists from operations (new unused + fleet used).
Note (Mar 20): Phil having data issues. Jeremy Roberts will share P&L dataset used for prior analysis on Monday.
#31. Alternate Consumable Sourcing
Status: Active — HPP GBA negotiation (10+ redlines). NEW: SOLV customer going direct to Fastenal for consumables — Yves flagged revenue/control risk (Mar 9).
Key Stakeholders: Prashant Patil
Key Contributors: Arif Murshed, Phil Wall, Joan Peh, Kyle Lang (Gage Bilt)
Goals: Develop alternative sourcing for fastening consumables (~$18M annual spend, OEM-dominated).
Open Actions:
Close remaining 10+ HPP GBA redlined clauses
Pull group together to review consumables commodity strategy
Evaluate Gage Bilt tooling compatibility with Huck/Howmet fasteners
Assess international consumable sourcing knowledge gap
Determine which consumables are truly proprietary vs. available from 3rd parties
Note: $18M annual spend with OEMs; small players HPP and Gage Bilt sell 3rd party; international knowledge limited
Note (Mar 9): SOLV Energy (Lyn Cowgill) exploring direct consumable sourcing via Fastenal. Yves: "loss of revenue and loss of control." HPP already sells reverse-engineered consumables to NX customers per Prashant. Discuss with Brian Raaka (Dir Sales) and tools team.
Projects My Team Drives
Coach and unblock. Work these in 1:1s.
#20. Yihua Fastener GBA Amendment — Akshay Shelke
Status: ESCALATED — Exec review meetings scheduled (Amendment & Exec Summary 3/23 2pm, Exec Review 3/26 12pm). Nextrise visited during TX trip. Jackie Chen (Shanghai SAM) supporting. Sam Yang replied 3/20.
Key Stakeholders: Prashant Patil
Key Contributors: Akshay Shelke, Arif Murshed, Sunking Kang, Susan/Sam Yang (Yihua/CZT)
Goals: Execute GBA amendment with Yihua/CZT for cost and volume commit (China + US factories).
Open Actions:
0 Draft GBA amendment — volumes for 1/4" and M12 (China→ROW, US→US)
Landed cost comparison vs current options per market
Overall sourcing plan (allocation %)
Confirm IRA credit split ratio (Susan confirmed — awaiting draft)
Note: Yihua needs signed amendment to unlock Thailand investment
Note: US EXW pricing (Jan 30): 1/2" $0.445, M12 $0.535, 1/4" steel $0.135, 1/4" AL TBD
Note: Fitting test: BV17/M12 pass, Hybrid/LB45 need puller tool; swage gauge expected Mar 12
Note (Mar 11): Akshay met with Susan/Sam. Cost reduction targets shared for M12 lockbolts & 1/4" steel/AL. Yihua quoting M12 grips 30/40/75 and 1/4" steel 8-19mm. US mfg at Bornfab/FEOC-free entity (Sealy, TX). Thailand mfg to be reconfirmed internally.
Note (Mar 19-20): Rich visited Nextrise during TX trip. Susan Long connected Jackie Chen (SAM in TX). Sam Yang replied on meeting memo progress. Fastener material supplier info shared by Jackie.
#6. Meishan Tools Forecast — Arif Murshed
Status: Active — Arif briefed Deven Shah (Finance) on ADD cost recovery (Mar 11). NX position: ~450K EUR.
Key Stakeholders: Prashant Patil
Key Contributors: Arif Murshed, Zuo (commercial), Legend Lee (corporate), Deven Shah (Finance)
Goals: Address Meishan's $1M ADD assistance request and $5-6M stranded inventory.
Open Actions:
Collect history and facts via Zuo
Consider elevating to Legend Lee (leqqy@126.com)
Prashant to broker via Lee's boss if needed
Note (Mar 11): Arif met Deven Shah. Total 1M EUR (873K BTI fees + 198K lawyer). NX position: 50% of BTI only = ~450K EUR. No contractual obligation but relationship gesture — Sharedoo GMBH exists solely for NX EU ops. Arif following up week of 3/23.
#10. Slew Gear Remediation — Sunking Kang
Status: Active — warranty history research. KMI QBR Thu 3/26. Yihua India slew drive option evaluated (5% above China import). GPL approval still pending Prashant.
Key Stakeholders: Prashant Patil
Key Contributors: Sunking Kang, KMI
Goals: Resolve slew gear warranty issue with KMI for India project.
Open Actions:
Determine when KMI warranty was extended from 5 to 10 years
Resolve remediation for materials shipped 2017, not yet commissioned
KMI Q4CY25 QBR — Thu 3/26, 9am
Yihua India slew drive proposal — assembled slew gear imported from China + India TTA. 5% higher landed cost vs China import, but lower than Premium if Premium raises prices. 3-month lead time. Chenta India option: 9-12 months (local components). Discussion needed with Prashant.
Sunking GPL slew drive — still pending Prashant Anaplan approval. Sunking re-asked 3/21 with updated summary. Covers Yihua China (ROW/India/KSA), Baojia China (ROW), ReNova-Poland (US/EU), KMI-MX (US with 232 tariff), Xin Xin replacing BNEM (US, FEOC).
Note (2/20): Sunking updated slew drive allocation: 100% Yihua for India/KSA (lowest cost); consume Premium's stock first
Note (Mar 11): Yihua Thailand facility qual target Apr '26 (non-DC US projects). Chenta Texas facility for NX120 6.5KN DC slews starting Sep '26.
Note (Mar 11): Chenta sustainability audit: recruitment fee priority findings unresolved. Audit moved to late May. Sarah Albert escalated to Sunking.
Note (Mar 19): Sunking shared Yihua India vs Chenta India comparison. Yihua faster (3mo) but no cost advantage over China import. Chenta India longer (9-12mo) but building local supply chain. Rich/Prashant discussion needed to align strategy.
#16. India Fastener Second Sources — Akshay Shelke
Status: Active — PMEA LOI pending, Kova NDA pending
Key Stakeholders: Prashant Patil
Key Contributors: Akshay Shelke, Arif Murshed, Tabrej (PMEA)
Goals: Qualify PMEA (special engineering fasteners) and Kova (M12 nuts & bolts) in India.
Open Actions — PMEA:
IP infringement due diligence
Manufacture samples using actual production equipment
Review samples and decide on LOI/amendment
Note (Mar 6): Akshay sent update — check LOI response status to Tabrej
Open Actions — Kova:
NDA execution with Kova Fasteners
Begin qualification process
#19. IRA Credit Tracking — Arif/Akshay/Sunking
Status: Active — supplier numbers need firming, Stanley hasn't paid
Key Stakeholders: Prashant Patil, Finance team
Key Contributors: Arif Murshed, Akshay Shelke, Sunking Kang
Goals: Firm up IRA credit numbers with Stanley and Howmet per Finance's request.
Open Actions:
Akshay triangulating between suppliers and procurement
Finance expected payout before summer; suppliers say 8-12 month lag (Oct/Nov)
Stanley hasn't paid yet — follow up
Sunking: GPL price change for amortization after 200K is internal tracking only
25% reduction on M12 IRA credits — only 75% of M12 eligible per Bruce Ledesma
FEOC confirmation: both Stanley & Howmet completed surveys — 100% US-sourced steel
Status: Active — first draft from Akshay, too bulky, needs streamlining
Key Stakeholders: Prashant Patil
Key Contributors: Arif Murshed, Akshay Shelke
Goals: Prepare tool/fastener cost progression presentation.
Open Actions:
Streamline presentation (Arif flagged too bulky — ~10 slides for cost alone)
Resolve qualification slide data gap
Akshay needs one more day for tools & consumables data
Review in 1:1 with Akshay
#25. Suspa US Qualification — Sunking Kang
Status: Tracking — qualification target Q3/Q4, pricing revised down 1-3.5%
Key Stakeholders: Prashant Patil
Key Contributors: Sunking Kang
Goals: Qualify Suspa US. $1.3M capex amortized at $6.5/unit over first 200K. No advance payment.
Open Actions:
Track qualification progress (target Q3/Q4)
Set up shipment follow-up tracker once qualified
Note: Prashant told Darshan to introduce Rich to suppliers including Suspa
#26. Gabriel Ride Controls — Darshan Shivakumar
Status: Active — Duroshox US visited 3/18. Mfg + EHS concerns flagged. India pricing roadmap to $15.5 needed.
Key Stakeholders: Prashant Patil, Yves Figuerola
Key Contributors: Darshan Shivakumar, Arif Murshed
Goals: Manage Gabriel damper supply negotiations for India and Mexico.
Open Actions:
Gabriel India: $17.84 agreed for first 150K US non-DC units; need roadmap to $15.5
Gabriel India pricing discussion (Darshan set up meeting)
Gabriel MX: 3rd shift amendment approved by Yves — monitor
Duroshox India quality — POs redirected to US; ETD 2/28 ETA 4/12
Duroshox US San Antonio — Prashant + Rich visited 3/18. Benedito Camargo flagged: mfg assessment needed (DJ team, similar to ChenMega), EHS opportunities (PPE on shop floor, loading dock safety, safety records, hand-wash, ink disposal). Shaun Hale (Global EHS Dir) wants plan of attack.
Note (Mar 9): Duroshox India RPP audit — priority NCs: excessive overtime (110 hrs/mo), incorrect OT pay (single vs double rate). Sustainability team remediating, 3 months. Also 2-shift vs 3-shift discrepancy. Rich forwarded heads-up to Yves.
Note (2/20): Damper GPL: Gabriel MX price increase (3rd shift), Duroshox US no change
Note: Sunking's damper LCA updated for 18% reciprocal + 50% steel content tariff on India
#28. CO2 Reduction (Baojia/KMI) — Arif Murshed
Status: Tracking — PPAP delayed to mid-March for 3rd party test results
Key Stakeholders: Prashant Patil
Key Contributors: Arif Murshed
Goals: Complete PPAP for CO2-reduced steel fasteners from Baojia/KMI.
Open Actions:
PPAP delayed to mid-March for 3rd party test results
Monitor qualification timeline
Projects I Contribute To
Show up prepared. Do your part, don't over-invest.
#3. India SC Strategy Deep Dive — Prashant Patil
Status: Active — Monday meetings, tool loss analysis requested from Vinay
Key Stakeholders: Prashant Patil, Rajeev, Mayank (India Sales)
Key Contributors: Akshay Shelke, Vinay Kulkarni
Goals: Lower costs, reduce lead times, improve quality for India market.
Rich's Actions:
Attend Monday meetings
Tool loss analysis — Vinay's team building report (replied Mar 7)
Gabriel India damper negotiation: $16.50 → $19.97 FOB Mumbai; ARAI testing cost dispute
#4. Tariff Impact & LCA Updates — Prashant Patil
Status: Active — tariffs evolving rapidly, Rich has Nicolas action items
Key Stakeholders: Prashant Patil, Yves Figuerola
Key Contributors: Akshay Shelke, Vaishali Sharma, Nicolas Brion, Richard Hogg, Elizabeth Crouse (outside counsel)
Goals: Incorporate tariff impacts into LCA for USA sourcing. Establish duty/tariff data pipeline.
Rich's Actions:
Note: Steel content value — staying the course per Akin counsel (saves ~$1M/month)
Note: SCOTUS struck down IEEPA tariffs (2/20); IEEPA dropped to 0% (2/24); Section 122 at 10% (2/28)
#11. SC Governance & SOPs — Prashant/Sergio
Status: Final version submitted by Kabilan (Mar 12). Director-level approval in flow confirmed. Ready for Prashant Arena approval.
Key Stakeholders: Prashant Patil, Sergio Chait
Key Contributors: Kabilan Padmanathan, Keli Parker
Rich's Actions:
Incorporate Sergio's feedback (yellow comments) — done by Kabilan
Clarify RFQ benchmarking use case
Populate Box folder (currently empty)
Note (Mar 12): Sergio confirmed Director-level approval (Rich, Sergio, Keli) in approval flow. Kabilan finalizing. Rich corrected org chart: Francisco Garza did not join, position reverted to open.
Tooling Funding SOP:
Decide if Comware credit memo process should be formalized
Address factory expansion NRE handling
#12. DFM/DFA Playbook for RCS — Sergio/DJ
Status: Low — waiting on DJ's review
Key Stakeholders: Sergio Chait
Key Contributors: David Johnson (DJ)
Rich's Actions:
Support DJ on baseline DFM/DFA requirements by commodity
Fireflies recap — Tool & Fastener Core Group (Mar 3)
Discounted Hydraulic Tools India — Vinay Kulkarni (held, may relate to #30)
Week 1 vs Week 3 Anaplan — Arif Grip 30 analysis (held)
ChenMega Houston visit — COMPLETED Mar 19. Ray Chen positive, shared slides + new hire resume + GBA draft. Factory improving per improvement plan. (updated Mar 22)
Duroshox US visit San Antonio — COMPLETED Mar 18. Mfg + EHS concerns flagged by Benedito. See #26. (updated Mar 22)
FY27 AOP Mechanical plan — Prashant wants holistic plan from Rich before EU backfill under Sergio. (Mar 9)
Joan Peh feedback on Arif — confrontational tone, "I'm not an admin" comments, challenging aligned topics in meetings. Previously raised with Prashant. (Mar 9)
Rush Order SLA — Prashant told Mike V to let Sourcing (Sergio/Vaishali) lead contract. Not Rich's workstream but cc'd. (Mar 9)
Recodeal Houston visit — Sergio set up Mar 18 morning visit for Prashant. Ellen Zhou + Angle Wu (NA president) hosting. (Mar 11)
3xMotion/Bobby — HED project on hold 3+ yrs (loss for 3xMotion). Pushing slew gear production, prototypes ready Mar 20. Wants into fastener tools, cleaning robot, ranger. (Mar 11)
Stanley BNL onboarding — Incoterms change for EU operations. Stanley Engineered Fastening Benelux BV created as vendor. Sai Krishna mapping parts in Anaplan. Joan Peh needed for NPI. (Mar 11)
India SC Strategy — Rich replied to Prashant with notes. Tool loss analysis in progress (Vinay). Rails & dampers note still needed. (Mar 11)
Arif remote work — Rich agreed with conditions: company discretion/revocable, BIP stays, equity $45K→$35K, monthly travel. Marie Washington (HR) reviewing with Legal, update by EOD Friday Mar 14. (Mar 11)
Sarah Albert/RPP intro — Sustainability team intro completed. Andre (decarbonization), Jeevan (data), Stacey (RPP). Sarah visiting US in May. (Mar 11)
Chenta QBR — Rescheduled to Tue 3/31, 10pm. (calendar)
International Rollout Plan for Non-Tracker Products — Mike Mehawich (CSO) shared overview Mar 20. Prashant forwarded to SC team. Machines fall under Anchor and Earth Trust. Defne Gun managing go-to-market readiness, quarterly review. (Mar 21)
EU Sourcing Alignment / EMS EU1/EU2 cost books — Maurizio Piccoli needs costs. Sergio replied "early next week." Rich cc'd. Prashant mapped out capacity/pricing structure. (Mar 18-20)
Howmet hollow components — Graham connecting Rich with Mauston team (Randy/Paul) for hollow/tubular part forming. (Mar 20)
Commodity Dashboard — Nikita Singh shared link. Sai Krishna following up. (Mar 20)
Rayshine/3xMotion slew drives — Bobby contacted Holland & Knight (Elizabeth Crouse) for DC qualification. Prashant: "not sure if we have space for a 3rd supplier" with Yihua and Chenta. Rich to find out what 3X needs. Legal conflict: H&K represents both NX and potentially Rayshine. (Apr 2)
CEO Travel Directive — Dan Shugar: reduce travel to essential only. Air travel costs up. Leaders set example. May impact China trip Apr 11.(Apr 2)
Meishan Hybrid Battery Tool 2080 — Prashant asked Legend Lee about hybrid tool for 1/2" BOMs + Unitail. Already sent to Adriel months ago. Price slightly above 2060. Joan to plan site trial. (Apr 2)
NEOBOLT Large Grips Qualification — Joan initiated with Stanley (Ken Iglesias) for grips 30, 40, 75. PPAP + samples targeting August. (Apr 1)
Drag Wing drill bit — Ty Hudson (Staff Mech Design Eng) needs vendor for new drag-style drill bit wings. Rockmore wants exclusivity + dev fee. Arif pushing alternative sources (India, Rocktec). Drawings created for quoting. (Apr 1-2)
NX Anchor Split A-Frame Fastener — Jiayu (China supplier) developed 6 PNs. Joan asking about qualification docs/PPAP. Need US domestic source for DC requirements. (Mar 27-Apr 2)
Program Dashboard Overhaul — Prashant directive: add priority, planned vs actual dates, justification, yearly savings to biweekly dashboards. Changes required before next meeting. Joan to add exec summary. DJ needs VAVE pipeline in 2 weeks. (Apr 2)
Duroshox Supplier Survey — Parth Gupta sent March 2026 "Hassle Free Supplier" survey. (Apr 2)