THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: October 5, 1991 03:48 PM Saturday; Rod Welch

Review documents re Voith contract disputes.

1...Summary/Objective


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CONTACTS 
0201 - State of Montana                     406 444 6699 fax 6721
020101 - Department of Natural Resources and Conservation
020102 - Ms. Sarah Ann Bond, Esquire
020103 - Department Counsel =406 444 6660
020104 - Legal Division
0202 - State of Montana                     406 444 6699 fax 6721
020201 - Department of Natural Resources and Conservation
020202 - Ms. JoAnn Finn
020203 - Energy Division

SUBJECTS
Voith Contract
Claims by Owner, Administration
Organize existing record,
Document Log Procedures
Index of job accounts

0707 -    ..
0708 - Summary/Objective
0709 -
070901 - There are a great many separate bodies of documents, including the
070902 - Tudor records from the job maintained by JoAnn.  We need to get
070903 - JoAnn's subject index and identify which of the files in the DNRC
070904 - office are the jobsite records.   Need to identify and assemble the
070905 - DNRC records according to a comparable subject organization.
070906 -
070907 - Would like to update the SDS document log for the Voith project so it
070908 - has all the documents pertaining to claims.
070909 -
070910 - DNRC seems to have used a 3 x 5 card system to manage document subject
070911 - contect and disposition, but it is lost or was not maintained.
070912 -
070913 -
0710 -
0711 -
0712 - Develop Plan
0713 -
071301 - I want to go through documents and identify them according to which
071302 - subject they pertain.  The primary subjects now are claims. This means
071303 - we need the list of DNRC claims which Sarah is working on in order to
071304 - log the documents.
071305 -
071306 - Is that really the case?
071307 -
071308 - I do not want to make my own independent list, and then turn around
071309 - and see it is at variance with an order that has been applied in the
071310 - record, but which has not surfaced yet.
071311 -
071312 - Sarah and I met on Friday, and worked on this.  Maybe we already have
071313 - the list, or enough of it.  Maybe no one has assigned any claim
071314 - numbers to anything, and so I am free to make any assignment that is
071315 - convenient.  I have a hunch there is nothing more formal than Tudor's
071316 - 891005 letter.
071317 -
071318 - Let's try that and see how far we get before running into the train
071319 - going the other way.
071320 -
071321 -  ..
071322 -
071323 - Is there an index of the documents from the job?
071324 -
071325 - Yes, the record on 890315 shows Norm Bernard and JoAnn used a 3 x 5
071326 - card system to log documents. ref SDS 1 7447
071327 -
071328 -    (Below, 3x5 cards were not maintained. ref SDS 0 0849)
071329 -
071330 -
071331 -
0714 -
0715 -
0716 - 1613 called Sarah
0717 -
071701 - I asked about the 3 x 5 card index DNRC maintained of project
071702 - documents on Broadwater, and that I need it to review the record in
071703 - preparing DNRC's claims against Voith.
071704 -
071705 - Sarah said she is unaware of a 3 x 5 system.  She will look into it
071706 - and call back.
071707 -
071708 -
071709 -
071710 -
0718 -
0719 -
0720 - 1632 Sarah called back
0721 -
072101 - She said that Walt Anderson recalled seeing some 3 x 5 cards in a file
072102 - box that came from the Broadwater Dam project in 1989, but he is not
072103 - sure where it is now.
072104 -
072105 -
0722 -
0723 -
0724 - 1643 called JoAnn Finn
0725 -
072501 - JoAnn said she recalled putting the 3 x 5 cards that she and Norm
072502 - prepared on Broadwater, in one of the file storage boxes when the job
072503 - site management operation was closed.
072504 -
072505 - I asked if she would mind stopping by downstairs here, before going
072506 - home to see if she can locate the file box where she put the 3 x 5
072507 - cards.
072508 -
072509 -
0726 -
0727 -
072701 -
0728 -

SUBJECTS
Not Enough Time Entropy Failure Understand
Conventional Management Not Enough Time to

0905 - 1706 JoAnn visited
0906 -
090601 -  ..
090602 -
090603 - JoAnn found the 3 x 5 cards in file storage cabinet #4, per above
090604 - discussion with Sarah. ref SDS 0 3964 and prior record on 890315. see
090605 - ref SDS 1 7447,
090606 -
090607 - They were in a box marked "3x5 Broadwater Docs".
090608 -
090609 -     [On 960519 reviewed 3x5 systems. ref SDS 5 1934]
090610 -
090611 - Examination of the cards shows they stopped filling them out on
090612 - 880719, at least that is the last entry in the box.  There are only 28
090613 - cards in the box, so it looks like the cards do not really cover all
090614 - of the documents issued from project inception which was oa 870401.
090615 -
090616 - JoAnn said that was about the time when all the problems got really
090617 - bad with yelling and threatening going on in meetings. Norm told her
090618 - not to worry about the 3 x 5 cards, that he would take care of this,
090619 - because Jeff had a lot of letters she had to get out quickly to answer
090620 - the contractor.
090621 -
090622 - She recalled that when I came on site in mid-August, SDS was keeping
090623 - track of everything automatically, and there wasn't enough time for
090624 - her to do the 3x5 cards.
090625 -
090626 - When I left at the end of March, 1989, nobody had time to fill out the
090627 - 3 x 5 cards because it was very hectic with Tudor changing project
090628 - managers several times, and all the claims between the contractors.
090629 -
090630 -
090631 -
090632 -
090633 -
0907 -
0908 -
Distribution. . . . See "CONTACTS"