Hose Assembly Guidelines Seminar

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• Hose Assembly Guidelines Seminar
• Welcome!
• Steve Gray, General Manager, Manuli Hydraulics
  (Americas) Inc.
• Chair, NAHAD Standards Committee
• Debbie Mitchell, Manager, NAHAD Standards Program

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Differentiating Your Company with the NAHAD Hose
Assembly Guidelines and Listed Members Program

• What is the program and why should you care
• Latest Greatest from the Standards Committee
• Delivering value through Training
• Delivering value through Marketing
• Driving recognition in the marketplace
• New Tools
• Other updates NAHAD website, etc.
• New Rules (audits for Listed members)
• Break
• Using the Guidelines for Training and Marketing
  tools and case study
• Lunch
• Roundtable discussions sharing ideas and
  networking
• Break
• Success Stories and Panel Discussion
• Wrap Up around 400

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Ever run into these issues??
Non-conforming Material Reports.
Quality Audits
Root Cause /Corrective Action
Customer Returns
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Solution Hose Assembly Guidelines Program

• Improve the quality, safety and the reliability
  of products in the hose industry.
• Provide enhanced employee training and
  recognition opportunities.
• Create marketing advantage (differentiation) for
  participating NAHAD Members.

Creates predictability and consistency both
internally and for customers
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The Deliverables

• Hose Assembly Specification Guidelines Manuals
  Each manual provides comprehensive set of basic
  recommendations for the specification of
  fabricated hose assemblies.
• Hose Assembly Design Web Document Created to
  assist in designing hose assemblies for specific
  applications.
• Hose Assembly Fabrication Web Document Created
  to assist fabricators and hose assembly shops in
  the proper methods and techniques for hose
  fabrication.
• Hose Assembly Specification and Design/Fab Exams
  Developed to test knowledge of key hose
  assembly personnel on basic hose specification
  procedures. Developed and administered under the
  guidance of NOCTI (National Occupational
  Competency Testing Institute)
• Marketing - Tools to help you differentiate
  yourself in the market, and programs to help
  drive visibility in the marketplace

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NAHAD Listed Members

• A recognized group of NAHAD members committed to
• Continually improving and defining best practices
  in the industry
• Actively supporting the development maintenance
  of NAHAD Hose Assembly Guidelines
• Making their companies the best they can be

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Listed Member Benefits

• Listing of company name and/or location on the
  new publicly accessible NAHAD Listed Members
  website
• Use of NAHAD Listed logo for each eligible
  location
• NAHAD Listed Certificate recognizing the location
  as a Listed Member of the specific assembly
  group(s)
• Special pricing for the five Hose Assembly
  Specification Guidelines manuals
• Access to the online Hose Assembly Design
  Fabrication web documents
• Access to the online Hose Assembly Specification
  and Design/Fab Exams
• Access to marketing tools, logo merchandise etc.
  to help you drive the program internally and with
  your customers
• The benefit of NAHADs marketing campaign
  communicating the availability of NAHAD Listed
  Members to end-users and buyers of hose assemblies

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Assembly Guidelines History
1995 Hose Assembly Guidelines Created
Specification Manuals, Design Fabrication guides
2008 Marketing Tools
2006 Spec. Exams Feb workshop Dec - launch
November Roadshows 2006 Cleveland 2007
Houston 2008 Baltimore
2007 Design/Fab Exams Feb workshop Nov - launch
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New
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Training Providing tools Processes to Help
Develop Employees

• Lead Alex McGill, McGill Hose
• 10 exams 5 specification exams, 5 design/fab
  exams
• Open book, on-line exams
• Certificates of Completion
• On-line interactive industrial design fab tool
• To come Video training, narrated powerpoint
  presentations

Consistency of employee knowledge for better
business processes and assembly fabrication
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INTERACTIVE SELECTION TOOL

• This tool is a step by step instruction on how to
  fabricate an industrial hose assembly. As you
  drill down through the process, the selection
  tool eliminates options that dont comply with
  the NAHAD standards.

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INTERACTIVE SELECTION TOOL

• For instance, a petroleum hose is commonly
  assembled using Cam Groove couplings. Cam
  Groove couplings are commonly crimped on hose
  ends. In addition, detail on hose preparation
  (cutting and preparing the ground wire) is also
  listed.

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INTERACTIVE SELECTION TOOL

• The fabrication procedure includes working and
  test pressure guidelines for the finished
  assembly as well. This allows the sales engineer
  to determine with his customer the hose system
  working pressure as hose, fitting, and
  crimping/banding procedures all affect the final
  rated working and test pressures.

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Specification Exam Content

• Assembly components
• Hose, hose construction
• Couplings, fittings, accessories
• Materials
• Assembly Dimensions
• Attachment Methods
• Safety
• Production Testing
• Marking, Packaging Shipping
• Documentation

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Sample Specification Exam Questions
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Taking the Exams

• Companies must assign a training/exam coordinator
  who will be responsible for
• Setting up a computer in the local office to
  access the exams
• Purchasing and assigning exam codes (59/exam,
  49 each for a set of 5, and 39 each for a set
  of 10)
• Tracking exam code usage
• Receiving/communicating exam results or notifying
  the NAHAD office of which manager should receive
  the results
• Exams must be taken in the office (not at home)
• Exams are open-book and should take about one
  hour to complete, although two hours are allowed
• Results are pass/fail, not specific scores

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Who should take the exams?

• Those who can leverage the advantages of hose
  assembly standards with customers
• Inside/Outside Sales
• Other customer-facing personnel
• Those impacting hose assembly quality and safety
• Technical support
• Warehouse personnel
• Welder/assemblers
• Fabricators
• Managers

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Hose Assembly Guidelines Design Fabrication
Exams

• Create on-line testing for the Design and
  Fabrication Guides for each of the five NAHAD
  Hose Assembly groups, again using NOCTI
• Targeted at more technical employees design,
  technical support, fabricators, more technical
  Sales, etc.
• Available NOW
• On-line, multiple choice, 2 hours to complete,
  open book, roughly 60-80 questions each
• Copies of the on-line documents may be printed
  for exam purposes

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Training update progress to date

• Numbers of Certificates

1774 Total
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In the Works Video Training

• Each Hose Assembly Group technical team to review
  their fab guide and note areas where videos would
  be useful training tools (completed for
  Industrial Hose)
• Obtain appropriate videos could be done
  professionally, could be a member contest
  approved by the technical teams
• Integrate those with the on-line fab guides and
  advertise to the membership

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SampleSection from Industrial Fab Guide

• D. How to Make the Assembly Static (Electrically)
  Conductive
• After the hose has been squarely cut, pull the
  helical wire(s), static wire(s) approximately ½
  inch, or expose the wire reinforcement enough to
  insure complete contact with the insert of the
  fitting. Bend the wire(s) towards the inside of
  the tube so that the wire(s) lay parallel to the
  axis of the hose to insure full contact with the
  insert of the fitting. The same procedure needs
  to be completed on both ends of the assembly to
  make the assembly electrically conductive. It is
  important to bend the wire(s) to make sure that
  they do not back out of the end of the hose.
• When utilizing a staple, place the staple in
  direct contact with the static wire or wire
  reinforcement of the hose. Make certain the
  staple has the opposing leg towards the inside
  diameter of the hose to insure full contact with
  the insert of the fitting. The same procedure
  needs to be completed on both ends of the
  assembly to make the assembly electrically
  conductive. (click here to see this process)

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Marketing - Creating visibility in the marketplace

• Lead Jim Reilly, GHX
• Logo recognition
• New tools deliverables
• Linkages with other Standards or regulatory groups

Differentiation!
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Assembly Guidelines Roadshows

• Cleveland November 2006
• Houston November 2007
• Houston lessons
• Sharing best practices for Training and Marketing
  - leveraging Hose Assembly Guidelines to drive
  the business
• Roundtable discussions with peers
• Panel discussion case studies (highlights
  shortly)

• Ideas
• Training Videos
• Blogs
• Recognition (hats, uniform patches, etc.) in
  addition to certificates for exams
• Drive Logo Recognition
• Linkages with Other Standards/Regulatory Groups

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New Logo

• Simple consistent - helps drive logo
  recognition
• Downloadable from the NAHAD website
• Uses limited only by your imagination!

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New Marketing Deliverables

• Tools to help you leverage the guidelines to
  drive your business (details after the break)
• Presentations (down-loadable and customizable)
• Customer brochures
• Listed Member Sales Presentation Kit
• Counter mats
• STAMPED order forms
• New Logo
• Hard Hat Stickers
• Posters, patches and more

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Driving Visibility in the Marketplace Linkages
with other Groups Lauren Witter, Omni Services

• What
• Brand recognition
• Leverage Assembly Guidelines (when you think
  hose assemblies, think NAHAD)
• Who (three phase project)
• Major National customers
• Standards Groups
• Industry Associations Trade Shows

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Examples
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Trade Show Suggestions
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What else is new

• NAHAD website updates making it easier
• Separate section for the Guidelines
• Includes direct links to the design/fab guides,
  and to the exam information and order form
• Tips on getting started
• Easy links to other resources for Listed Members
• NEW Listed Member marketplace
• www.nahad.org/guidelines

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New Resources

• Guide for Custom Made Hose
• Hydraulic design/fab update
• Ducting Guide
• New Fittings Guide on the way

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New Resources Guide for Custom Made Hose

• Team
• Buddy Pepp, TITAN INDUSTRIES
• Chad Rogers, SALEM - REPUBLIC RUBBER
• James A. Dunchuck, SALEM - REPUBLIC RUBBER
• John H. Jeffreys, WATTEREDGE INDUSTRIAL HOSE, A
  DIV. OF WATTEREDGE
• Ron Chevalier, GOODYEAR ENGINEERED PRODUCTS
  CANADA
• Donald Slowicki, HOME RUBBER CO., LP
• Bill Thompson, TEXCEL
• Gary Wood, HBD Thermoid
• Scott Moss, MOSS RUBBER
• How to get one 15 for Listed Members, 50 for
  non-Listed

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New ResourcesHydraulic Design/Fab Updates

• What changes were made and why
• Industry shifts in testing processes added
  better testing sections
• Increased customer focus on quality and longer
  life of hose assemblies beefed up the sections
  on cleanliness standards, and tools to help
• Added excellent section on failure modes with
  great pictures
• Added suggested self-audit guide
• Added more detail and pictures to help with
  installation and routing issues

• Team
• Tony Cefalu, Motion Industries
• Steve Gray, Manuli
• Ty Henry, Parker
• Zeke Metzler, Ryco
• Paul Bieszczad, Eaton
• Lane Oltmanns, Gates

On-line documents available to Listed members via
the NAHAD website
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Listed Program Sub-Committee

• Lead Don Fritzinger, RW Connection
• Charter
• Recruitment of new Listed Distributor Members
• Develop a tool that outlines the value
  proposition of being a Listed Distributor member
• Look at potential fee simplification strategies
  for Listed Distributor member dues
• Drive a process to mandate 100 of Manufacturers
  and Associates support of the Hose Assembly
  Guidelines program. (completed)

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Audit Task Group

• Lead Mike Armbruster, Valley Belting Hose
• Charter
• Determine verification processes to ensure Listed
  members are adhering to Standards
• Identify self-audit tools for the membership
• Duty to Educate what legal responsibilities
  exist which may be supported by the Standards
  help quantify the potential costs when companies
  fall short
• Ensure a process exists to regularly update the
  Standards
• Research and provide a list of independent
  testing facilities as a resource for the
  membership

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Current Listed Program Distributor Requirements

• Is a current NAHAD member
• Has at least one employee serving on the
  appropriate NAHAD Product Group
• Will write/share best practice ideas and
  techniques with the appropriate Product Group
• Will ensure that all hose assemblies of the above
  product group(s) sold by the company, unless
  otherwise specified by the customer, will comply
  with the NAHAD Hose Assembly Guidelines
• Will actively distribute the Hose Assembly
  Specification Guidelines to our customers
• Understands that NAHAD reserves the right to
  authenticate the above listed criteria

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New Audit Requirements
Announcing

• Phase 1 All Listed Distributors will need to
  attest to the requirements by January 1, 2010 in
  order to continue to be Listed
• Phase 2 All Listed Distributors will need to
  attest to an additional set of requirements by
  January 1, 2011 in order to be Listed
• Phase 3 (future) Independent third party audit
  of the above

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Phase 1 Audit Requirements

• Member of NAHAD and Listed Program
• Can access the Listed Members Only portion of the
  NAHAD website
• Have a designated training/exam coordinator for
  their company
• For each hose group in which the company does
  business, have a minimum of one person per
  company who has successfully completed the
  specification and design/fab exams for that hose
  group
• Have at least one copy per location of the
  relevant Hose Assembly Guidelines Specification
  manuals
• Have the ability to access the on-line Design
  Fab guides in each fabrication location
• Fabricates hose assemblies in conformance with
  the appropriate NAHAD Hose Assembly Guidelines
  Fabrication Guide in all fabrication locations.
• Remain current in the latest Guidelines
  developments, policies and deliverables support
  the work of the Standards Committee
• Single point of contact for managing audit
  related issues
• Provide technical resource to assist as needed

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Phase 2 Audit Requirements

• Possess the ability to effectively conduct the
  appropriate hydrostatic, electrical conductivity,
  or other tests of the finished assembly as
  specified in the relevant Hose Assembly
  Guidelines manuals.
• Maintain an appropriate record of regularly
  scheduled calibrations for any associated testing
  equipment.
• Maintain a company Quality Handbook or manual
  that conforms to the standards listed in the Hose
  Assembly Guidelines Specification Manual for all
  Hose Assembly groups in which they do business.
• For each hose group in which the company does
  business, have a minimum of one person per
  location who has successfully completed the
  specification and design/fab exams for that hose
  group
• Maintain a well organized and environmentally
  controlled hose inventory that meets or exceeds
  requirements for inspections and storage of hose
  outlined in the relevant Hose Assembly Guidelines
  Specification Guide(s).
• Utilize hose tagging or identification methods in
  conformance with the NAHAD Hose Assembly
  Guidelines Specification Guide(s).

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Dixon MCT Program

• Training for Distributors and End-Users in
• Product selection
• Product installation
• Safe product usage
• Safety Survey Center for
• Program introduction
• Classroom instruction with audio visual display
• Presentation of survey results and follow-up
•  Display Center for Promotion of Dixon Products
  from
•  Dixon Brass
•  Dixon Sanitary
• Dixon Accessories Boss
• Dixon Bayco
• Dixon Powhatan
• Dixon Quick Coupling
• Dixon Specialty Hose

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Coffee Break!

• Please be back by 1030

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• Making the Guidelines Work For You Resources
  Case Study
• Debbie Mitchell, Standards Manager, NAHAD
• Robyn Henderson, Director Of Education,
  RGA-Corporate

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Getting Started with the Guidelines

• Become a Listed Member if your company isnt
  already
• Order Specification Manuals for employees to
  study OR
• Have them study the on-line Design Fabrication
  guides (get creative start a study group)
• Identify a Training Coordinator for your company
• Order exams (you may combine Specification exam
  orders with Design/Fab exam orders)
• Take exams and get Certificates of Completion
• Start marketing the heck out of it!
• See the handout in your folder for additional
  information

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How the Guidelines are being used

• Training and recognition for employees
• Safety procedures and manuals
• Quality assurance / Operations
• Marketing

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TIPCO and the Guidelines Corporate Quality Plan

• TABLE OF CONTENTS
• Quality Philosophy 3
• Management Responsibility 4
• Quality System 5
• Requirements Review 5
• Document and Data Control 6
• Purchasing 6
• Product Identification and Traceability 7
• Process Control 7
• Control of Inspection, Measuring and Test
  Equipment 7
• Outbound Inspections 8
• Control of Non-conforming Material and Products
  (Appendix F) 8
• Corrective and Preventative Action 8
• Control of Quality Records 9
• Internal Quality Audits (Appendix G) 9
• Training 9

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Corporate Quality Plan

• TIPCO serves a wide variety of markets,
  customers and industries. This diversity has led
  us to form a quality program that maintains the
  flexibility to address our clients needs in a
  cost effective and efficient manner. In order to
  manage and implement our program while
  maintaining and controlling costs we have
  established a requirements driven quality
  assurance / quality control program. Our
  baseline quality plan is designed to assure that
  products are safe and perform to general industry
  NAHAD standards.
• Assembly requirements TIPCO follows the NAHAD,
  Hose assembly guidelines in the fabrication of
  hose assemblies and in the selection of
  components. All hose assembly requests are
  verified to assure consistency with these
  guidelines.

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New Marketing Deliverables

• Updated Customer Presentations (down-loadable and
  customizable)
• Tri-Fold Brochure outlining the value proposition
  for doing business with a Listed Distributor
  (down-loadable customizable)
• Listed Member Sales Presentation Kit
• Counter mats
• STAMPED order forms
• New Logo
• Hard Hat Stickers
• Posters, patches and more

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New Deliverables Listed Member Sales
Presentation Kit

• Includes
• Sexy folder
• Sell sheet customizable template to spiff up
  customer communications (down-loadable)
• Marketing Tri-fold customizable template
  outlining the value-add of doing business with a
  NAHAD Listed member (down-loadable)
• Guidelines for Dummies (down-loadable)
• Frequently Asked Questions sheet regarding the
  exam process (down-loadable)
• How do I get one?
• Order off of the NAHAD website - one pack of 20
  for 25

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Case StudyRGA and the Guidelines

• Setting RGA apart from the competition as a value
  added service provider safety, quality,
  reliability
• Consistency of operations and processes across
  all locations
• Driven top down, across all locations
• Focal point in place to drive Robyn Henderson,
  training director, also on the hook for tying in
  marketing, sales literature, customer
  documentation
• Strategy everyone trained, then spreads the word
  to customers
• NAHAD and Goodyear/STAR logos on everything
• Notepads, quotes, delivery tickets
• This hose assembly was fabricated according to
  NAHAD standards XYZ
• Hey, what does this mean?? opens the door to
  talk about standards and the value of doing
  business with a Listed company
• Determine which customer roles will see the most
  value in the Guidelines and target them

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RGA Culture Change

• Heavy support from the top
• Testing first
• Even the old timers learned something
  new                

• Roadtrip talk it up, hows it going??
• Company-wide webinar to reinforce importance,
  roles resources, and next steps, including
  marketing support

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Guidelines Value-Add for RGA

• Training
• Increases relevant knowledge and skills for
  employees
• Creates a baseline of knowledge for the company
  consistent across everyone inside/outside sales,
  warehouse, management, shop floor
• Consistent language and expectations for everyone
  involved with the business
• Inspires customer confidence
• Marketing
• Educate Sales to ensure theyre finding the right
  person to sell to shorten the sales cycle
• Marketing materials to support the sales process
  real, delivers value
• Future industry-specific
• target specific customer roles such as Safety
  managers customized brochures
• Operations
• Supports growth at RGA bringing on new
  locations consistent operations
• Build and test the same way every time
  consistency, dependability for the customer
• Quality control, safety on the job
• Customer relationship management software can
  track call reports and use of NAHAD Guidelines
  track usage and progress centrally

Competitive edge in todays economy any
advantage helps
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RGA Lessons Learned

• Creating a new culture doesnt happen overnight
  (15-16 months and counting)
• The Guidelines dont matter to every customer
• Its critical to educate the sales force so they
  can educate their customers about the value of
  the Guidelines and why they should do business
  with a Listed Distributor
• This is an on-going process

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Lunch!

• Please be back by 100

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Round Table Discussion Making the Hose Assembly
Guidelines Work for You

• How do you think the Guidelines can benefit your
  business?
• What other tools would be helpful? Other
  marketing support?
• How do we do a better job of developing the NAHAD
  brand?
• How can we get you involved?
• What are some of the ways that NAHAD can provide
  assistance?
• What else should the Standards Committee be
  focusing on?
• Why do companies NOT participate in the Listed
  Program?
• What roadblocks are you running into - which
  parts of your company might resist?
• Which other associations or standards
  organizations do you do business with were
  collecting ideas
• Any feedback on the new audit proposal?

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Break!

• Please be back by 245

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Case Studies Manufacturers the Guidelines

• Manufacturers Goodyear/STAR Program
• Dixon MCT Program

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Goodyear/STAR why adopt the Hose Assembly
Guidelines?

• Establishes a minimum industry standard for NAHAD
  members.
• Establishes a consistent procedure for uniformity
  of assembly fabrication and design.
• Provides a low cost training program for NAHAD
  members.
• Provides a low-cost quality system for members.
• Provides a certificate program for NAHAD members
  to recognize and/or reward associates.
• Strengthens image of industrial hose industry in
  manufacturing markets and public arena.
• Instills end user confidence in products built
  using NAHAD guidelines. Steers end users to
  NAHAD-linked distributors.

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Goodyear/STAR why adopt the Hose Assembly
Guidelines?

• Demonstrates value of distribution in the supply
  chain when linked to NAHAD.
• Consistent quality
• Consultant level technical support
• Total cost reducing value
• Inventory where needed
• Star Training provided to Sales Force and
  Distributors
• Detailed training on guidelines prepares new reps
• Required NAHAD Hose Assembly Specification Exam

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Case Study The Customers Perspective

• GHX and Marathon Oil
• Tipco and General Dynamics

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Wrapping Up

• Improve the quality, safety and the reliability
  of products in the hose industry.
• Provide enhanced employee training and
  recognition opportunities.
• Create marketing advantage for participating
  NAHAD Members.
• Feedback on today?
• Thank you for attending!

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