THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: March 4, 2004 03:51 PM Thursday; Rod Welch

Jackie calls about procurement to use SDS at Aerospace company.

1...Summary/Objective
2...IP and NDA on SDS Covered by Aerospace company Standard Evaluation Procurement
........1.Year Evaluation Gary Coordinating Details Onsite
........Aerospace company Evaluating SDS for Com Metrics to Assess Added Value
........SDS Application for Com Metrics Explained on the Internet


..............
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CONTACTS 

SUBJECTS
1 Year Evaluation No Cost Purchase Order Procurement Aerospace company   ckie
Agreement Non-Disclosure for IP Protections on Purchase Order No Cost
Evaluation No Cost Purchase Order Procurement Aerospace company Jackie
Procurement Aerospace company Jackie Called to Discuss NDA for IP Prote
Goldman, Steve Directed Gil to File for Approval to Use SDS on the Pr

1407 -
1407 -    ..
1408 - Summary/Objective
1409 -
140901 - Follow up ref SDS 9 0000. ref SDS 8 0000.
140902 -
140903 - Sounds like Aerospace company will issue a procurement for evaluation that will
140904 - protect IP. ref SDS 0 KG6U  Jackie asked how long the evauation will
140905 - last and how much SDS costs. ref SDS 0 KG7R  She will corrdinate with
140906 - Gary on discussions about details of application on site. ref SDS 0
140907 - KG7Y We reviewed some background on general application explained with
140908 - resources on the Internet. ref SDS 0 KG4V
140910 -  ..
140911 - Submitted this record via email with copy to Gary confirming
140912 - understandings.
140913 -
140914 -        [On 040305 Jackie waiting to continue processing procurement
140915 -        pending instructions from her boss on objectives. ref SDS 12
140916 -        0001
140917 -
140918 -
140920 -  ..
1410 -
1411 -
1412 - Progress
1413 -
141301 - IP and NDA on SDS Covered by Aerospace company Standard Evaluation Procurement
141302 -
141303 - Jackie with Aerospace company procurement called...
141304 -
141309 -         ..
141310 -    1.  Jackie seemed to indicate Aerospace company will issue a contract with
141311 -        protections for the vendor on IP and NDA issues.  If additional
141312 -        terms and conditions are needed then Aerospace company legal would be
141313 -        contacted.  At this time, Aerospace company's standard language is
141314 -        expected to be adequate for evaluation purposes.
141315 -
141316 -             [On 040305 Jackie waiting to continue processing
141317 -             procurement pending instructions from her boss on
141318 -             objectives. ref SDS 12 0001
141320 -              ..
141321 -             [On 040317 Aerospace company terms and conditions provide protections
141322 -             for seller based on item description. ref SDS 13 FW9H
141323 -
141325 -         ..
141326 -        1 Year Evaluation Gary Coordinating Details Onsite
141327 -
141328 -    2.  Jackie asked how long the evaluation will last, and how much
141329 -        the SDS program costs?
141330 -
141331 -
141333 -         ..
141334 -    3.  We reviewed Gary's work on these details with Aerospace company people on
141335 -        site.
141337 -         ..
141338 -        Jackie has Gary's number and will call him.
141339 -
141340 -             [On 040305 Jackie waiting to continue processing
141341 -             procurement pending instructions from her boss on
141342 -             objectives. ref SDS 12 0001
141344 -         ..
141345 -        Gary can explain evaluation of SDS to aid productivity, by
141346 -        strengthening traditional management practice, which Gary
141347 -        reviewed on 030416, ref SDS 5 3H3H, when MS Word was discussed
141348 -        in connection with limitations of conventional technologies.
141349 -        ref SDS 5 IH53  Plans on 040102 call for using SDS to support
141350 -        the eight (8) steps of Communication Metrics, ref SDS 6 529F,
141351 -        to test SDS theory against actual practive, as listed on
141352 -        001219, ref SDS 3 4W4L, and further illustrated by this record.
141354 -         ..
141355 -    4.  Provided background, indicating there have been discussions of
141356 -        a one (1) year evaluation, because SDS support is new, and so
141357 -        requires time to assess usefulness.  Jackie asked if SDS has
141358 -        been used previously by Aerospace company?  We discussed prior exposure,
141359 -        which led to the current procurement to formalize and expand
141360 -        evaluation, illustrated by the record on 040203. ref SDS 7 N03C
141361 -
141362 -            [...in another record, Morris supports a 1 year term on the
141363 -            evaluation. ref SDS 11 RB6T
141365 -             ..
141366 -            [On 040317 set term of evaluation contract to 365 days.
141367 -            ref SDS 13 XJ4J
141369 -             ..
141370 -            [On 040317 Jackie asked about the term of the contract, and
141371 -            seemed to indicate that 1 year is acceptable to Aerospace company.
141372 -            ref SDS 13 XJ7O
141373 -
141375 -         ..
141376 -        Aerospace company Evaluating SDS for Com Metrics to Assess Added Value
141377 -
141378 -    5.  Explained SDS software has never been sold through the 20 years
141379 -        of application in industry and government, explained in the
141380 -        record on 000723 showing the history of SDS, ref SDS 1 0008,
141381 -        so, a price has not been set; it has only been used for
141382 -        consulting on contracts, to support situations, illustrated by
141383 -        USACE's report on cost effectiveness. ref DRP 4 0001
141384 -
141385 -            [On 040317 Jackie recommended entering "In Determination"
141386 -            for the Declared Value of SDS. ref SDS 13 2O9I
141388 -         ..
141389 -    6.  At this time, Aerospace company is testing to see if in-house expertise
141390 -        can be developed to apply SDS technology with a lower support
141391 -        profile that delivers routine intelligence to make
141392 -        organizational memory an effective, practical, everyday tool
141393 -        for people on the job.
141394 -
141395 -
141397 -         ..
141398 -        SDS Application for Com Metrics Explained on the Internet
141399 -
141400 -    7.  Jackie asked about web resources that explain SDS, and was
141401 -        referred to POIMS, ref OF 3 0001, and to Features and Benefits.
141402 -        ref OF 8 3385
141404 -         ..
141405 -        While we talked, Jackie found this information on the
141406 -        Internet.
141407 -
141408 -              http://www.welchco.com/
141410 -         ..
141411 -    8.  We did not discuss scope of services, i.e., what people do on
141412 -        the job using SDS software?  Gary mentions SDS helps with
141413 -        meetings, that has attracted attention at Aerospace company so far, noted
141414 -        on 040203. ref SDS 7 N03C  Gary's work at Aerospace company is classified,
141415 -        however, an example using SDS for meetings, is a recent visit
141416 -        with the doctor on 040302. ref SDS 10 0001  Other examples using
141417 -        SDS for meetings are listed in the record on 001017 showing
141418 -        support for technology work at SRI. ref SDS 2 1575
141420 -         ..
141421 -        Other uses for Com Metrics are calls (like this call today),
141422 -        preparing documents for correspondence, specifications,
141423 -        contracts, analysis, planning, going to the doctor, fixing the
141424 -        car, digging a ditch, procurement like Jackie is doing today
141425 -        buying ships, planes, computers, etc., modernizing a factory,
141426 -        and other tasks where memory and intelligence are factors, as
141427 -        listed in the record on 020708. ref SDS 4 MZ6O
141429 -         ..
141430 -    9.  Communication Metrics was not discussed because this seemed
141431 -        beyond Jackie's line of inquiry today.
141432 -
141433 -            [On 040317 Jackie recommended expanding explanation of
141434 -            "Item Description" in the Aerospace company contract for the SDS
141435 -            procurement, and approved including Communication Metrics
141436 -            as supported by the software, based on the explanation in
141437 -            POIMS, which is cited in the contract. ref SDS 13 PQ6P
141439 -         ..
141440 -        Aerospace company's work with the military, e.g.,  combat is a military
141441 -        project, might relate to the scope of services develooped by
141442 -        the Military for applying SDS. ref DRP 3 4929  Tasks and
141443 -        deliverables are described for using SDS to support
141444 -        communication, command and control, intelligence, lessons
141445 -        learned, organizational memory, saving time and money getting
141446 -        things done correctly. ref DRP 3 6172
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