Summary

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  1. Properties - Meeting Date: Not specified - Meeting Type: Call - Note Type: Summary - Attendees: Scott Warner; Steve Wade; Kelsey Garing; Jonathon Rosenberger

  2. Meeting Summary We aligned on how to handle the customer's request for a call regarding Canadian customs and HTS classification for shipments. Our position remains unchanged: classification and customs clearance are the shipper's responsibility. We will be a good partner by providing guidance and a light-touch review of their HTS codes, but we will not take on their execution work.

I will take the external call, keep boundaries clear, and avoid overcommitting our team. Kelsey will join a 1:00 PM internal pre-brief to align on key talking points and will remain on standby for the 1:30 PM external call if needed as the SME. We will reinforce a simple operating rhythm: they must validate their own HTS classifications using the Canadian government resources; we can review current codes and will require any new items to be sent for pre-shipment review to avoid border holds. We also need a single point of contact on their side to receive HTS updates tied to any new WPS items.

  1. Attendee List - Scott Warner - Steve Wade - Kelsey Garing - Jonathon Rosenberger

  2. Action Items - Scott: Forward the external meeting invite to Kelsey and schedule the 1:00 PM internal pre-brief. - Scott: Lead the external call and hold the line that HTS classification and customs clearance are their responsibility. - Scott: Confirm who on their side should receive HTS code updates for new WPS items. - Scott: Set expectations on process - we can review current HTS codes and any new items must be sent for review before shipping to Canada. - Kelsey: Attend the 1:00 PM internal pre-brief; stay on standby for the 1:30 PM external call as SME. - Kelsey: Provide the Canadian government (CBSA) HTS classification website link and brief navigation guidance. - Kelsey: Maintain the master HTS code file for WPS items and be ready to review any new SKUs they submit. - Jonathon: Stay in lockstep with Kelsey on WPS additions and ensure HTS updates are current and ready to send when requested. - Steve: Be available for escalation support if classification questions arise or boundaries are challenged.

  3. Relevant Timelines - Today, 1:00 PM - Internal prep call (Scott, Kelsey; others optional). - Today, 1:30 PM - External customer call; Kelsey to join only if needed. - Ongoing - Any new items destined for Canada must be sent to us for review before shipment; HTS updates for WPS items to be shared with the customer's designated contact as additions occur.

  4. Additional Notes - We suspect the customer has outsourced portions of logistics; regardless, responsibility for accurate HTS classification sits with them. - Risk management: avoid agreeing to do their operational work. Offer guidance and targeted reviews to keep their shipments from being delayed at the border. - Keep communications crisp and unified. Use chat backchannel during the external call for real-time SME support without overcommitting live. - Reinforce use of the CBSA classification tool and self-service resources; we have already provided these and will do so again.