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`ESTTA Tracking number:
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`ESTTA929508
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`Filing date:
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`10/18/2018
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`IN THE UNITED STATES PATENT AND TRADEMARK OFFICE
`BEFORE THE TRADEMARK TRIAL AND APPEAL BOARD
`91229957
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`Defendant
`NOJA Power Switchgear Pty Ltd
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`MICHAEL A PENN
`BRISKIN CROSS & SANFORD LLC
`1001 CAMBRIDGE SQUARE SUITE D
`ALPHARETTA, GA 30009
`UNITED STATES
`mpenn@briskinlaw.com;lday@briskinlaw.com
`770-410-155
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`Testimony For Defendant
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`Michael A. Penn, Esq
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`tm@briskinlaw.com, lday@briskinlaw.com, mpenn@briskinlaw.com
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`/Michael A. Penn/
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`10/18/2018
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`Notice of Filing_Wilson.pdf(205799 bytes )
`Testimony Deposition of Ed Wilson 2018-09-27.pdf(3793060 bytes )
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`Proceeding
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`IN THE UNITED STATES PATENT AND TRADEMARK OFFICE
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`BEFORE THE TRADEMARK TRIAL AND APPEAL BOARD
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`S&C Electric Company,
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`Opposer,
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`v.
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`NOJA Power Switchgear Pty Ltd,
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`Applicant.
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`Serial No. 86/808,337
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`Mark: VISI-SWITCH
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`Opposition No. 91229957
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`APPLICANT’S NOTICE OF FILING DEPOSITION OF EDWARD WILSON
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`Pursuant to Trademark Trial and Appeal Board Manual of Procedure (“TBMP”) §703.01(k)
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`and 37 C.F.R. §§ 2.123(f), and 2.125, Applicant Noja Power Switchgear PTY Ltd, by and through
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`its counsel Briskin, Cross & Sanford, LLC, hereby submits the transcript and accompanying exhibits
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`of the testimonial deposition of Edward Wilson.
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`Dated: October 18, 2018
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`Respectfully submitted,
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`/Michael A. Penn /
`Michael A. Penn
`Briskin, Cross & Sanford, LLC
`1001 Cambridge Square
`Suite D
`Alpharetta, GA 30009
`(770)-410-5155
`(770)-410-3281 (fax)
`mpenn@briskinlaw.com
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`Attorneys for Applicant
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`CERTIFICATE OF SERVICE
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`The undersigned affirms that APPLICANT’S NOTICE OF FILING DEPOSITION OF
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`EDWARD WILSON was served by email on the date set forth below upon the following:
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`James E. Griffith
`Gregory J. Chinlund Michelle Bolos
`MARSHALL, GERSTEIN & BORUN LLP
`6300 Willis Tower
`233 South Wacker Drive
`Chicago, Illinois 60606
`jgriffith@marshallip.com, mbolos@marshallip.com, gchinlund@marshallip.com,
`tortman@marshallip.com, mkowalski@marshallip.com
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`
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`Dated: October 18, 2018
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`/Michael A. Penn/
`Michael A. Penn
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`2
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
`
`Edward M. WilsonEdward M. Wilson
`
`September 27, 2018
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`·1· · · · · ·IN THE UNITED STATES PATENT AND TRADEMARK OFFICE
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`·2· · · · · · · BEFORE THE TRADEMARK TRIAL AND APPEAL BOARD
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`·3
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`·4· ·S&C ELECTRIC COMPANY,
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`·5· · · · · · · · · · ·Opposer,
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`·6· · · · · · · · vs.· · · · · · · · · In the matter of Serial
`· · · · · · · · · · · · · · · · · · · ·No. 86/808,337
`·7· ·NOJA POWER SWITCHGEAR PTY
`· · ·LTD,· · · · · · · · · · · · · · · VISI-SWITCH
`·8
`· · · · · · · · · · · ·Applicant.· · · Opposition No. 91229957
`·9· ·______________________________
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`10
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`11· · · · · · · · · · · · VERBATIM TESTIMONY OF
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`12· · · · · · · · · · · · · ·EDWARD M. WILSON
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`13
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`14
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`15· · · · · · · · · · · · · September 27, 2018
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`16· · · · · · · · · · · · · · · 9:00 a.m.
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`17
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`18
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`19
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`20· · · · · · · · · · · · ·9227 NE 180th Street
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`21· · · · · · · · · · · · · Bothell, Washington
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`22
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`23
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`24
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`25· · · · · · · · · · · ·Valerie Freeman, CCR-3355
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`GeorgiaReporting.com/ScheduleGeorgiaReporting.com/Schedule
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`404.389.1155404.389.1155
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`·1· · · · · · · · · · ·APPEARANCES
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`·2· ·For the Opposer:
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`September 27, 2018
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`Page 2
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`·3· · · · · · · · ·JAMES E. GRIFFITH
`· · · · · · · · · ·Marshall Gerstein Borun LLP
`·4· · · · · · · · ·233 South Wacker Drive
`· · · · · · · · · ·6300 Willis Tower
`·5· · · · · · · · ·Chicago, Illinois 60606-6357
`· · · · · · · · · ·312-474-6300
`·6· · · · · · · · ·312-474-0448 Fax
`· · · · · · · · · ·jgriffith@marshallip.com
`·7
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`·8· ·For the Applicant via Telephone:
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`·9· · · · · · · · ·MICHAEL A. PENN
`· · · · · · · · · ·Briskin, Cross & Sanford, LLC
`10· · · · · · · · ·1001 Cambridge Square
`· · · · · · · · · ·Suite D
`11· · · · · · · · ·Alpharetta, Georgia 30009
`· · · · · · · · · ·770-410-1555
`12· · · · · · · · ·mpenn@briskinlaw.com
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`·1· · · · · · · · · · · · EXAMINATION INDEX
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`·2
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`September 27, 2018
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`Page 3
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`·3· · · · · · · · · · · · · · · · · · · · · · · · · · · PAGE NO.
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`·4· ·Direct Examination by MR. PENN· · · · · · · · · · ·6
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`·5· ·Cross Examination by MR. GRIFFITH· · · · · · · · · 67
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`·6
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`·7
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`·8
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`·9· · · · · · · · · · · · · EXHIBIT INDEX
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`10
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`11· ·EXHIBIT NO.· · DESCRIPTION· · · · · · · · · · · · ·PAGE NO.
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`12· ·Exhibit No. 1· Resume of Edward M. Wilson, CPSM· · 7
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`13· ·Exhibit No. 2· NOJA Power Visi-Switch Product· · · 32
`· · · · · · · · · · Guide.
`14
`· · ·Exhibit No. 3· S&C Vista SD Underground· · · · · · 38
`15· · · · · · · · · Distribution Switchgear Operations
`· · · · · · · · · · Manual.
`16
`· · ·Exhibit No. 4· Introducing the Industry's First· · 38
`17· · · · · · · · · Practical Solid-Dielectric
`· · · · · · · · · · Switchgear with a Visible Open Gap
`18· · · · · · · · · and Field-Replaceable Bushings
`· · · · · · · · · · Marketing Sheet.
`19
`· · ·Exhibit No. 5· Written Report of Edward M. Wilson· 65
`20· · · · · · · · · dated April 27, 2018.
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`21· · (Original Exhibits attached to Original Transcript.)
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`September 27, 2018
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`Page 4
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`·1· · · · · · BE IT REMEMBERED that on Thursday,
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`·2· ·September 27, 2018, at 9227 Northeast 180th Street,
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`·3· ·Bothell, Washington, at 9:00 a.m., before Valerie
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`·4· ·Freeman, Certified Court Reporter, appeared EDWARD M.
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`·5· ·WILSON, the witness herein;
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`·6· · · · · · WHEREUPON, the following proceedings were had,
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`·7· ·to wit:
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`·8
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`·9· · · · · · · · · · · · ·<<<<<< >>>>>>
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`10
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`11· ·EDWARD M. WILSON,· · · ·having been first duly sworn
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`12· · · · · · · · · · · · · ·by the Certified Court Reporter,
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`13· · · · · · · · · · · · · ·testified as follows:
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`14
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`15· · · · · · · · · · ·MR. PENN:· Hi.· Good morning,
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`16· ·everybody.· This is the deposition of Edward W. Wilson
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`17· ·being taken for the purpose of trial testimony.
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`18· · · · · · · · · · ·THE WITNESS:· It's Edward M. Wilson.
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`19· · · · · · · · · · ·MR. PENN:· Oh, my apologies.· Edward
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`20· ·M. Wilson.· One second.
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`21· · · ·Okay.· So this is the deposition of Edward M. Wilson
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`22· ·being taken for the purpose of trial testimony on behalf
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`23· ·of the applicant, NOJA Power Switchgear Pty Ltd.· It's in
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`24· ·Opposition Action 91229957.
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`25· · · ·And Mr. Griffith, I just want to put on the record.
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`September 27, 2018
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`Page 5
`·1· ·I think you and I have previously discussed the use of
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`·2· ·the discovery depositions in support of the positions --
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`·3· ·in other words, those could be used not necessarily in
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`·4· ·the same manner as the trial testimony, but that those
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`·5· ·would be introduced into the record for the purpose of
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`·6· ·determination -- or use for determination by the TTAB; is
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`·7· ·that correct.
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`·8· · · · · · · · · · ·MR. GRIFFITH:· I think what we
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`·9· ·discussed and decided was that the depositions --
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`10· ·discovery depositions of the opposing witnesses could be
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`11· ·used by each party.· In other words, NOJA can use the
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`12· ·depositions of the two employees of S&C; and S&C can use
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`13· ·the two depositions of Mr. Wilson and Mr. Campanalie in
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`14· ·addition to Mr. O'Sullivan without taking the trial
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`15· ·testimony over again.
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`16· · · · · · · · · · ·MR. PENN:· Okay.· All right.· Very
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`17· ·good.· Okay, good.
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`18· · · ·With that in mind -- well, I guess I need -- in any
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`19· ·event -- you know, let's go off the record for a second.
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`20· · · · · · · · · · ·MR. GRIFFITH:· Sure.
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`21· · · · · · · · · · · · · · ·(Discussion off the record.)
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`22· · · · · · · · · · ·MR. PENN:· Okay.· We can go back on
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`23· ·the record.
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`24· ·///
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`25· ·///
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`·1· · · · · · · · · · · · · DIRECT EXAMINATION
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`·2· · · ·BY MR. PENN:
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`September 27, 2018
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`Page 6
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`·3· ·Q· ·All right.· Mr. Wilson, since you've already -- we've got
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`·4· · · ·certain items that are already in the record and the
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`·5· · · ·purpose of today's deposition is somewhat limited.· It's
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`·6· · · ·not as broad as the discovery deposition that was taken
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`·7· · · ·previously by Mr. Griffith.· I think you'll find that
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`·8· · · ·today's deposition is much more -- it's shorter and more
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`·9· · · ·to the point as opposed to much more open ended like a
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`10· · · ·discovery deposition.
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`11· · · · · ·That being said, there are the same general rules
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`12· · · ·that apply with any deposition.· That is, that all of
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`13· · · ·your answers be verbal.· In other words, don't shake your
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`14· · · ·head or nod, give us a yes or no.
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`15· · · · · ·If on cross-examination Mr. Griffith is asking you
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`16· · · ·questions and he asks you a yes or no, you need to answer
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`17· · · ·the yes or no, but you can explain your answer.
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`18· · · · · ·If you don't understand one of my questions, please
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`19· · · ·feel free to, you know, stop me and ask me to clarify the
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`20· · · ·question, but I'll try to make it as clear as possible.
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`21· · · · · ·Do you have any questions, Mr. Wilson?
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`22· ·A· ·I do not.
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`23· ·Q· ·All right.· Very good.· All right.
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`24· · · · · ·Let's just start out by telling me -- I want to talk
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`25· · · ·about your background, both in terms of education and
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`September 27, 2018
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`Page 7
`·1· · · ·work experience.· And it might just be easiest for us to
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`·2· · · ·introduce what I will mark as Exhibit -- this will be
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`·3· · · ·Opposer's Exhibit 1.· And I'd ask you if you can pull out
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`·4· · · ·your resume.
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`·5· ·A· ·I have it in front of me.
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`·6· ·Q· ·And if you can give that to the court reporter, she'll
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`·7· · · ·put a sticker on it.
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`·8· · · · · · · · · · · · · · · · ·(Exhibit No. 1 marked for
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`·9· · · · · · · · · · · · · · · · · identification.)
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`10· ·A· ·All right.
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`11· ·Q· ·(By Mr. Penn)· All right.· So let's just talk generally
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`12· · · ·about your -- this resume, the document that's been
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`13· · · ·marked as Exhibit 1.
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`14· · · · · ·Is this a true and accurate depiction of your
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`15· · · ·education and work experience?
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`16· ·A· ·(Perusing.)
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`17· · · · · ·Yes, it is with the exception of professional
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`18· · · ·license and certification.· I did not renew the certified
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`19· · · ·professional and supply management certification.
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`20· ·Q· ·Okay.
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`21· · · · · ·At the time that you got me this resume last year,
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`22· · · ·you did in fact have that certificate and now you do not?
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`23· ·A· ·That's correct.
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`24· ·Q· ·Okay.
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`25· · · · · ·Tell me briefly about your education of college and
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`September 27, 2018
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`Page 8
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`·1· · · ·subsequent.· I don't need the high school so much.
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`·2· ·A· ·Okay.· So in college I graduated with a degree in
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`·3· · · ·finance.· I had a Navy scholarship and so therefore I had
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`·4· · · ·to take the Navy engineering prerequisites to get into
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`·5· · · ·their engineering school to become an engineering
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`·6· · · ·officer.· And so that meant that in addition to my
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`·7· · · ·finance program, I took physics, naval science, and
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`·8· · · ·engineering calculus through calc 3.
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`·9· ·Q· ·Okay.
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`10· · · · · ·Now did you get an engineering degree?
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`11· ·A· ·I did not.· I had -- it would be a finance and naval
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`12· · · ·science.
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`13· ·Q· ·Gotcha.· And after -- I know you did some time in the
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`14· · · ·Navy.· I want to kind of tab forward ahead to that first
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`15· · · ·position in the private sector, which would have been the
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`16· · · ·Honeywell?
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`17· ·A· ·Okay.
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`18· ·Q· ·Is that correct?
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`19· ·A· ·Yes.
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`20· ·Q· ·What did you do for Honeywell?
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`21· ·A· ·So I was a buyer planner and so discreet integrated
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`22· · · ·circuits as well as working with the factory for defense
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`23· · · ·avionics to forecast needs and working with the engineers
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`24· · · ·of those specific products to plan for -- often in the
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`25· · · ·world of integrated circuits you've got a lot of
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`September 27, 2018
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`·1· · · ·obsolescence that needs to be planned for.· It's like
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`·2· · · ·what -- what grade of chip is going to come next.· And
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`·3· · · ·also did some bill of material planning.
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`·4· ·Q· ·What are integrated circuits?
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`·5· ·A· ·Oh, okay.
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`·6· · · · · ·So an integrated circuit is where you take --
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`·7· · · ·probably the simplest way of describing an integrated
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`·8· · · ·circuit is where you have a number of discreet components
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`·9· · · ·that perform an operation.
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`10· · · · · ·So the chip in your computer is going to be an
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`11· · · ·example of an integrated circuit that we're most familiar
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`12· · · ·with.· So instead of just -- so a discreet component is
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`13· · · ·like a resister.· It does one thing.· It resists current
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`14· · · ·whereas, an integrated circuit is typically designed to
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`15· · · ·have an input and an output.
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`16· ·Q· ·All right.
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`17· · · · · ·And after you left Honeywell you went to work at
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`18· · · ·Sandia National Laboratories; is that correct?
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`19· ·A· ·Correct.
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`20· ·Q· ·What'd you do there?
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`21· ·A· ·So I was a contracts manager and this would involve
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`22· · · ·working with various departments, engineering teams.· One
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`23· · · ·ex -- it's easiest to -- and they're a nuclear research
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`24· · · ·lab.· Part of the Department of Energy.
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`25· · · · · ·And so one example of a project that I worked on was
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`September 27, 2018
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`Page 10
`·1· · · ·an early -- boy, the words are escaping me now.· But it
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`·2· · · ·was an early machine where you could put in -- load in
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`·3· · · ·your computer-aided design program and a laser fitted on
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`·4· · · ·a gantry crane to produce very large fittings and
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`·5· · · ·assemblies.
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`·6· ·Q· ·So when you say that you were a contract manager for --
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`·7· · · ·it says "for large Department of Energy Procurements,"
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`·8· · · ·what are Department of Energy Procurements?
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`·9· ·A· ·Oh, okay.
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`10· · · · · ·So -- and the way they would define it and I
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`11· · · ·can't -- so at my level, you had to have a master's
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`12· · · ·degree in order to, you know, work on these procurements
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`13· · · ·and there was a dollar level.· And I forget what that
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`14· · · ·threshold was.· But that was defined by that Department
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`15· · · ·as a large procurement.
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`16· · · · · ·So what it basically meant was that I would be
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`17· · · ·working on the million-dollar procurements.
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`18· ·Q· ·And what were you actually doing?
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`19· ·A· ·Oh, okay.
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`20· · · · · ·So I would find out the needs of the engineering
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`21· · · ·department and interpret those into a commercially viable
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`22· · · ·document so that we could go out and source it and work
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`23· · · ·with the suppliers to ensure that the Department of
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`24· · · ·Energy and Sandia Labs received what they had contracted
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`25· · · ·for.
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`September 27, 2018
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`Page 11
`·1· · · · · ·And then to handle any problems on the other end,
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`·2· · · ·like, when it was received.
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`·3· ·Q· ·So was this sort of your first entry into sort of a
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`·4· · · ·buying process?
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`·5· ·A· ·No, that would be with Honeywell Defense Avionics.
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`·6· ·Q· ·Okay.
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`·7· · · · · ·Oh, because you were a buyer planner when you were
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`·8· · · ·at Honeywell?
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`·9· ·A· ·Correct.
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`10· ·Q· ·All right.
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`11· · · · · ·And then you moved and you were at Boxlight
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`12· · · ·Corporation.· So tell me about Boxlight.
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`13· ·A· ·So at Boxlight, I managed the operations of the company
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`14· · · ·which included tech support, the warehouse operations,
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`15· · · ·the service operations.
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`16· ·Q· ·What did they sell?
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`17· ·A· ·They sold LCD -- liquid crystal displays -- and DLP,
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`18· · · ·which is Texas Instruments' brand for digital light
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`19· · · ·processing chip-enabled projectors.
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`20· · · · · ·So you've used them before.· It's what you plug your
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`21· · · ·computer in to display your computer image up on the
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`22· · · ·wall.
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`23· ·Q· ·Gotcha.
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`24· · · · · ·And then it looks like you had your own business for
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`25· · · ·a year or two?
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`September 27, 2018
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`Page 12
`·1· ·A· ·Yeah.· And that was a company where we installed these
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`·2· · · ·same projectors and we'd integrate them with digital
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`·3· · · ·conferencing systems or, you know, various other
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`·4· · · ·displays.· But it was -- primarily, we were installing
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`·5· · · ·sound systems and computer display equipment in
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`·6· · · ·conference rooms.
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`·7· ·Q· ·And after Presentation Technologies, that's when you went
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`·8· · · ·to work for Puget Sound Energy, correct?
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`·9· ·A· ·Correct.
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`10· ·Q· ·And you were at Puget Sound for it appears about
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`11· · · ·12 years?
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`12· ·A· ·Yes.
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`13· ·Q· ·And did your position and your roles change throughout
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`14· · · ·that time, or were they pretty much the same throughout?
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`15· ·A· ·I was brought on as a senior buyer, but having the most
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`16· · · ·experience, I quickly took on the role of supervisor.
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`17· · · ·And eventually, I actually received the title and got
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`18· · · ·paid for that.· However, the role remained primarily the
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`19· · · ·same since I was in charge of supervising material buyers
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`20· · · ·and of handling some of the larger procurements as a team
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`21· · · ·leader.
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`22· · · · · · · · · · · · ·MR. PENN:· And then -- hang on for me
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`23· · · ·one second.
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`24· · · · · ·Come on in.
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`25· · · · · ·Guys, can we just go off the record for just
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`September 27, 2018
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`Page 13
`·1· · · ·one minute and I'll be right back.· Okay?· I'm so sorry.
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`·2· · · ·I just had something come up in my office.
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`·3· · · · · · · · · · · · ·MR. GRIFFITH:· Sure.
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`·4· · · · · · · · · · · · · · · · ·(Discussion off the record.)
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`·5· · · · · · · · · · · · ·MR. PENN:· Back on the record.
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`·6· ·Q· ·(By Mr. Penn)· Mr. Wilson, I think when we took a break
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`·7· · · ·there for a moment, you were just starting to tell us
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`·8· · · ·about your roles at Puget Sound Energy.
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`·9· ·A· ·Okay.
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`10· · · · · ·Yeah, and then primarily my role was supervision of
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`11· · · ·the material buyers and working as a team leader on large
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`12· · · ·projects.
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`13· ·Q· ·So tell me about your, at specifically, at Puget Sound
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`14· · · ·Energy, what it meant to be a material buyer?
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`15· ·A· ·So what we told folks that asked that question, you know,
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`16· · · ·when I was at Puget Sound Energy, was that if it comes in
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`17· · · ·a truck, my team buys it; if it has a heartbeat, the team
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`18· · · ·across the row buys it.
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`19· ·Q· ·And -- okay.· And what do you mean -- go ahead and
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`20· · · ·elaborate on that.
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`21· ·A· ·Okay.
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`22· · · · · ·So consultants and software programmers and
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`23· · · ·temporary labor and the folks that cut the grass, was all
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`24· · · ·handled by the services department.
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`25· ·Q· ·Sure.
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`September 27, 2018
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`Page 14
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`·1· · · · · ·So you handled the purchasing of any goods?
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`·2· ·A· ·Correct.
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`·3· ·Q· ·And --
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`·4· ·A· ·There's a little bit of crossover with stuff like
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`·5· · · ·repairs, but we usually worked it out.
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`·6· ·Q· ·And what kind of -- I mean, as a -- Puget Sound Energy is
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`·7· · · ·a utility company, correct?
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`·8· ·A· ·That is correct.
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`·9· ·Q· ·And so it provides electric to customers in a certain
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`10· · · ·geographic area; is that correct?
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`11· ·A· ·So they're combined utility, which means that they
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`12· · · ·provide gas service and electric power.
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`13· ·Q· ·And what's the geographic area?
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`14· ·A· ·It goes north to the Canadian border; south to about
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`15· · · ·Centralia, Central Washington; east to just over the
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`16· · · ·mountains and Kittitas, Washington; and west to the
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`17· · · ·Kitsap Peninsula.
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`18· ·Q· ·Okay.
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`19· · · · · ·And the products that you were buying that you were
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`20· · · ·in charge of, can you give me the range of products that
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`21· · · ·you were in charge of?
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`22· ·A· ·So I was in charge of -- do you mean personally, or my
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`23· · · ·team?
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`24· ·Q· ·I guess your team.· I think you were supervising.
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`25· ·A· ·Okay.
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`S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.S&C Electric Company vs NOJA Power Switchgear Pty, Ltd.
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`Edward M. WilsonEdward M. Wilson
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`September 27, 2018
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`Page 15
`·1· · · · · ·So my team, it would be everything from conductor;
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`·2· · · ·meter tags, which is, you know, a very small item that
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`·3· · · ·goes on your meter; to power transformers where we took
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`·4· · · ·power off the BPA lines -- Bonneville Power
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`·5· · · ·Administration lines -- and then put them on the PSE
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`·6· · · ·system.
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`·7· · · · · ·So that would be the range.· Everything from meter
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`·8· · · ·tags to power transformers.
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`·9· ·Q· ·And everything in between?
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`10· ·A· ·And everything in between.
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`11· ·Q· ·Would you buy switches?
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`12· ·A· ·Yes.
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`13· ·Q· ·And do switches come in different shapes?· Sizes?
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`14· ·A· ·Yes.
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`15· ·Q· ·Would you buy different types of switches for different
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`16· · · ·types of uses?
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`17· ·A· ·Yes.
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`18· ·Q· ·And in terms of the process for buying various components
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`19· · · ·for the electrical system, can you give me a little bit
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`20· · · ·of the process that Puget Sound used?· What you were
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`21· · · ·involved in?
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`22· ·A· ·So the standard process for a transmission and
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`23· · · ·distribution equipment would be that, we would work with
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`24· · · ·standards to --
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`25· ·Q· ·When you say -- I'm going to stop you real quick.
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`Edward M. WilsonEdward M. Wilson
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`September 27, 2018
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`Page 16
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`·1· · · · · ·When you say "standards," you're talking about
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`·2· · · ·standards of a group of people, correct?
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`·3· ·A· ·Correct, correct.· Standards engineering.
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`·4· ·Q· ·Okay.
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`·5· · · · · ·And what is standards engineering group?· What do
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`·6· · · ·they do?
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`·7· ·A· ·Okay.
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`·8· · · · · ·What they do is that they evaluate -- they'll take a
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`·9· · · ·need from the transmission and distribution engineers and
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`10· · · ·they'll take a look at the available technologies as well
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`11· · · ·as what's suggested by the using organization, the
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`12· · · ·operational organization.· And they'll make a
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`13· · · ·determination of what is going to be coded, meaning
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`14· · · ·that -- what coded means is that they're going to write
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`15· · · ·up a description and enter it into the catalog and
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`16· · · ·we'll -- and they'll list approved suppliers, approved
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`17· · · ·model numbers, approved equipment.
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`18· ·Q· ·Okay.
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`19· · · · · ·So then going back to what you were saying, you
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`20· · · ·would use -- you would get with standards?
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`21· ·A· ·Correct.
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`22· ·Q· ·To do what?
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`23· ·A· ·So if we -- a lot of our work with standards would be to
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`24· · · ·verify -- if we had questions over what was on a request
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`25· · · ·for a quote, that would be a team that we would go to for
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`Edward M. WilsonEdward M. Wilson
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`September 27, 2018
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`Page 17
`·1· · · ·the answers.· Especially if we saw something where, you
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`·2· · · ·know, it was not clear or there might have been a mistake
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`·3· · · ·or the model number did not exist, then we were to work
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`·4· · · ·with standards to resolve those issues.
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`·5· · · · · ·And once they -- sometimes we would get a
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`·6· · · ·requisition in where a product was not coded.· There was
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`·7· · · ·nothing in the catalog for us to buy, or it was an
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`·8· · · ·open -- and that's when we would work most closely with
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`·9· · · ·standards and then the requesting organization to make
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`10· · · ·sure that the description was complete and that a bid
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`11· · · ·could be made by the manufacturers on that request for
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`12· · · ·quote.
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`13· ·Q· ·And my original question was -- for you was, you know,
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`14· · · ·the buying process.
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`15· ·A· ·Oh, okay.· So let's see.
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`16· · · · · ·So the standard process is going to be, we would get
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`17· · · ·a requisition, we'd verify that we understood the request
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`18· · · ·for quote, we would go out to the suppliers that were
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`19· · · ·listed on the request that we would get from our system.
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`20· · · · · ·And then we would -- depending upon the equipment,
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`21· · · ·we would either get back the quotes and then we would
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`22· · · ·call a meeting to evaluate the quotes from the various
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`23· · · ·suppliers, or if it was a low -- a lower dollar, mature
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`24· · · ·technology that was, you know, easily misunderstood --
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`25· · · ·easily understood, we would then place the purchase
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`September 27, 2018
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`Page 18
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`·1· · · ·order.
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`·2· ·Q· ·Okay.
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`·3· · · · · ·And I'm going to get a little bit more into the
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`·4· · · ·buying process a little more specifically as we move
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`·5· · · ·through the deposition?
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`·6· ·A· ·Okay.
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`·7· · · · · ·Yeah, as you see, you could almost do a tree
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`·8· · · ·diagram -- or a decision tree, because there was the
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`·9· · · ·standard process.· And then there's process when it was
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`10· · · ·more of an engineered product that we didn't have a set
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`11· · · ·item in the catalog.
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`12· ·Q· ·If there was -- if it's a new product, something that
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`13· · · ·wasn't in the catalog, something that was an engineered
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`14· · · ·product, how many different people would be involved in
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`15· · · ·the buying process from, you know, determining the need
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`16· · · ·to identifying a particular product who ultimately, you
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`17· · · ·know, getting to the point where a P.O. was issued?
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`18· ·A· ·The best example would be a power transformer.· And even
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`19· · · ·though those were in the catalog, because of the size of
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`20· · · ·the investment being made by the utility, often around
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`21· · · ·$3 million, you would have the project team involved and
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`22· · · ·that representative would be the engineer for the project
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`23· · · ·and the project manager.
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`24· · · · · ·You would have the standards folks involved.
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`25· · · ·Typically, a supervisor and the specific standards
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`September 27, 2018
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`Page 19
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`·1· · · ·engineer for the commodity.
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`·2· · · · · ·And you would have the purchasing agent.
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`·3· · · · · ·And you may have an operations person, such as a
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`·4· · · ·technical field services.
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`·5· ·Q· ·And what about products that were not necessarily
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`·6· · · ·$3 million products, but sort of less expensive products,
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`·7· · · ·would there --
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`·8· ·A· ·Yeah, if it's like -- if it's well-defined with good
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`·9· · · ·descriptions and there was no request by engineering to
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`10· · · ·be involved, the buyer could then send it out to the
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`11· · · ·approved manufacturers list, receive the bid replies, and
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`12· · · ·place the order.
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`13· ·Q· ·And when you say, "send it out," you're talking about a
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`14· · · ·bid request.· In other words, he knows what the product
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`15· · · ·is and they do have a -- and Puget Sound may have had a
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`16· · · ·list of approved manufacturers for a particular type of
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`17· · · ·product?
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`18· ·A· ·Yes.
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`19· ·Q· ·Okay.
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`20· · · · · ·And I guess some products are -- you have like, when
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`21· · · ·you talk about a catalog, is that a catalog like
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`22· · · ·literally a physical catalog that has products in it with
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`23· · · ·prices and you just order them?
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`24· ·A· ·No.
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`25· · · · · ·This would be a -- this would be a catalog of
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`September 27, 2018
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`Page 20
`·1· · · ·equipment that was -- that -- and it wasn't just used by
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`·2· · · ·buyers.· This would also be used by operations personnel.
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`·3· · · · · ·So say like you were ordering an overhead switch.
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`·4· ·Q· ·Right.
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`·5· ·A· ·Might as well use that as an example.· The operations
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`·6· · · ·person could say hmm, I need a switch at this location on
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`·7· · · ·this circuit.· They would open up the catalog and they
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`·8· · · ·would see what was approved and they would say, Okay, I
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`·9· · · ·need a 15kV switch that operates on all three phases and
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`10· · · ·has -- and is gang operated, meaning that all three
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`11· · · ·phrases open and close as one, and has a 20-foot
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`12· · · ·extension bar and gearbox on the bottom of it for the
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`13· · · ·lineman to operate it.
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`14· · · · · ·Then they would look at -- they would find it in the
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`15· · · ·catalog; they would look at the number that was
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`16· · · ·associated with it, which would be called then a material
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`17· · · ·ID; and then they would put in a requisition for that
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`18· · · ·particular switch.
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`19· · · · · ·Then the requisition reaches purchasing; and the
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`20· · · ·purchasing agent would look at it and say, Yes, I know
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`21· · · ·this switch and this is a good material ID number, I'm
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`22· · · ·going to go out to the three suppliers that are -- it
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`23· · · ·could be three, four, one -- but I'm going to go out to
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`24· · · ·the suppliers that's listed in -- that are listed under
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`25· · · ·this material ID in the catalog and solicit bids from
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`September 27, 2018
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`Page 21
`·1· · · ·each one of these suppliers; and then they would compare
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`·2· · · ·the bids; you would compare it upon pricing and terms.
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`·3· · ·