CONTACTS 
0201 - Performex                          415 788 7900
020101 - Mr. Ralph Bettman

SUBJECTS
Kwan Henmi, Communication Metrics, ISO Registration
ISO 10006, TQM
Executive Training, 930726

0605 -    ..
0606 - Summary/Objective
0607 -
060701 - Followed up work at ref SDS 6 line 56.
060702 -
060703 -
060704 -
060705 -
0608 -
0609 -
0610 - Discusison
0611 -
061101 - Ralph said he has been unable to obtain a copy of ISO 10006.  I
061102 - advised that I am submitting a copy per our discussion yesterday ref
061103 - SDS 6 line 288.
061104 -
061105 -
061106 -
061107 -
061108 -
0612 -
0613 -
0614 - 1407 Delivered documents to Performex
0615 -
061501 - It was a warm sunny day, so Millie and I walked to Performex's office
061502 - on the Embarcadero at the end of Mission, and delivered ref DIP 4 line
061503 - 30.  I gave it to Helen.
061504 -
061505 -
061506 - Received ISO Docs for Kwan Henmi
061507 -
061508 - Helen had the materials from Ralph, ref DRT 1 line 22.  It includes an
061509 - updated business profile ref OF 5 line 8, from the one received at ref
061510 - SDS 1 line 147.
061511 -
061512 -     The only apparent difference between this new business profile
061513 -     and the one received in 1993 are these;
061514 -
061515 -        •  The new profile shows 30 years experience, rather than 20
061516 -           shown in the 1993 version, ref OF 4 line 8. It appears that
061517 -           30 years is correct based on a reported business inception
061518 -           date of 1963, shown in a Performex document at ref OF 3 line
061519 -           10, received at ref SDS 1 line 147.
061520 -
061521 -        •  The new profile says Performex senior staff have 10 years
061522 -           consulting, ref OF 5 line 9, whereas the earlier version
061523 -           says 5 years employment with Performex, ref OF 4 line 10.
061524 -
061525 -        •  The new version says "More than 30,000 individuals have
061526 -           participated in our training and development programs." This
061527 -           is not cited in the earlier version.
061528 -
061529 -        •  The new profile does not define the Performex "Datum"
061530 -           program.  The earlier version explains it at ref OF 4 line
061531 -           173.
061532 -
061533 -     For some reason nothing in the business profile shows Performex
061534 -     work in ISO.
061535 -
061536 -
061537 - ISO Support
061538 -
061539 - There is a separate flyer on ISO, ref DRT 1 line 46, but it does not
061540 - seem to say how it relates to a small architectural firm.
061541 -
061542 -       It appears that Ralph or someone manually entered a sample ISO
061543 -       spec that is specific to the design function.
061544 -
061545 -
061546 -   1.  Preliminary Assessment
061547 -
061548 -       Performex will educate your team on ISO 9000, and will conduct a
061549 -       preliminary assessment of existing procedures to see what may
061550 -       need to be added or improved, ref DRT 1 line 67.
061551 -
061552 -       There is an initial "no obligation meeting" to evaluate whether
061553 -       ISO is an appropriate strategy, per ref DRT 1 line 94.
061554 -
061555 -
061556 -   2.  Create Procedures
061557 -
061558 -       Performex will help develop, or otherwise create, the complete
061559 -       set of procedures needed by the ISO 9000 standards, ref DRT 1
061560 -       line 71.
061561 -
061562 -
061563 -   3.  Implementation
061564 -
061565 -       Performext will assist in the implementation of these procedures so
061566 -       they are being used on-thejob.
061567 -
061568 -
061569 -   4.  Audit - Registraton
061570 -
061571 -       Performex will conduct a thorough audit to assure your readiness
061572 -       for registration.  Documentation is unclear on what this
061573 -       entails.
061574 -
061575 -       There is nothing on what effort is needed to obtain the actual
061576 -       registration.  What is the history?  Does it usually take
061577 -       several tries, or does the initial audit pretty much establish
061578 -       that registration will be accomplished?
061579 -
061580 -
061581 -
061582 - Cost - $5K - $15K
061583 -
061584 - There is nothing about cost in the document.  My general sense is that
061585 - for $5K - $15K it might be worthwhile to have Performex or someone do
061586 - an inventory of KW processes for design control, and to develop where
061587 - necessary better procedures (steps 1 and 2) ref DRT 1 line 67.  This
061588 - would focus organizational attention on the issue, and would position
061589 - KW to indicate it is ISO compliant.  Alternatively, someone could
061590 - spend $50K or more and not really wind up with any tangible benefit.
061591 -
061592 - Steps 2 and 3 are risky where a vendor is merely helping the customer
061593 - create procedures.  Lack of clear responsibility leaves open that the
061594 - deliverable is not achieved within a reasonable budget or time frame.
061595 - There may not be a better way to acquire this service, but it needs
061596 - careful supervision.
061597 -
061598 - Denis' plan to introduce this slowly is well founded, ref SDS 4 line
061599 - 265.
061600 -
061601 - It would be worthwhile to get an independent reading under steps 1 and
061602 - 2, on what business processes are needed, their current readiness and
061603 - what should be done to improve them.  At that point the client can
061604 - make a judgement about whether to represent itself as ISO compliant
061605 - and what expense to invest toward that objective.
061606 -
061607 -     [See follow up at ref SDS 8 line 123 showing KW has this work
061608 -     underway.]
061609 -
061610 -
061611 -
061612 - ISO Registered/Compliant Architects/Engineers
061613 -
061614 - It would be helpful to get a list of anyone in the country who fits
061615 - this description.  If there are no construction design professionals,
061616 - there may be other firms whose work includes design control of
061617 - comparable complexity to construction, such as ship building, plane or
061618 - automobile manufacture who are ISO compliant or registered and who we
061619 - could visit to get a baseline of what constitutes "compliance" with
061620 - ISO criteria.
061621 -
061622 - It is a little risky to have people who are not involved in a business
061623 - prescribe work practices that add expense.  Where recommended
061624 - practices vary from the client's existing practices, then a source
061625 - would be helpful that shows value added.
061626 -
061627 -    [So far there is scarce performance support, ref SDS 7 line 103.]
061628 -
061629 -
061630 -
0617 -