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


S U M M A R Y


DIARY: September 21, 1996 07:59 AM Saturday; Rod Welch

Continue contract review on Oakland project to develop Subject Index.

1...Summary/Objective
2...Contract Summary Index
3...Bid Documents - $42M for 5.5M CY
4...Standard Form 30, Amendment 0001 of solicitation/Modification of
5...Standard Form 30, Amendment 0002 of solicitation/Modification of
6...Contract Clauses - Section 0700, similar General Conditions
.....Dispute and claim procedures begin on page 00700-21 under para 76
.....Changes provisons are at page 00700-23 under para 77 referencing
.....Changed Conditions is at page 00700-24 under para 78 referencing
7...Special Contract Requirements, Section 00800,
....Commencement and completion
......Time extension awarded based 1 CD/8K CY additional material
....Liquidated damages $5,600 per CD
....Physical Data disclosure, reliance by contractor.
....Mobilization/Demobilization payments.
....Liability insurance is discussed at ref OF 8 4950
....Equipment operating and ownership expense schedule is at...
....Variations in Estimated Quantities is in para 00818
....Quality Control is at para 00819
....Submittals are explained in para 00821
8...Technical Specs, Table of contentents


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

SUBJECTS
Corps of Engineers, SFD, Welch Communication Metrics
42' Navigation Improvement, Port of Oakland
Solicitation/Offer, SF 1442
SDS, Entered Contract, 960922
Subject Index, Build/Maintain

0807 -    ..
0808 - Summary/Objective
0809 -
080901 - Follow up ref SDS 9 0000, ref SDS 8 0000.
080902 -
080903 -  ..
080904 - Reviewed documents and developed subject index to organize the record
080905 - according to the contract identification system.
080906 -
080907 -    [On 960923 submitted preliminary work on SI to Tom for interim
080908 -    approval. ref SDS 10 0510]
080909 -
080910 -    [On 961011 reviewed with Max. ref SDS 14 7399]
080911 -
080912 -    [On 961015 reviewed with Tom Keesling. ref SDS 15 5305]
080913 -
080914 -
080915 -  ..
0810 -
0811 -
0812 - Progress
0813 -
081301 - I scanned the contract specification into the SDS record environment
081302 - in order to develop a Subject Index for organizing the record, per
081303 - discussion yesterday, ref SDS 9 8344, and Welch contract scope
081304 - reviewed on 960913. ref SDS 3 7734
081305 -
081306 - I had a copy of a copy of a copy, so it took several hours to correct
081307 - errors in the scan files.  Actually, wound keying in a good bit of it.
081308 -
081309 - Decided to segment "bid documents" from the "contract" even though
081310 - these are generally the same.  For now we assume we have not seen the
081311 - contractor's "bid documents" except for Form 1442, which is signed by
081312 - the contractor, and so we are only looking at contract documents.
081313 -
081314 -
081315 -  ..
081316 - Contract Summary Index
081317 -
081318 - There is no apparent summary of the project contract by major element,
081319 - but in general this appears to be it:
081320 -
081321 -
081322 -   Fm 1442       Solicitation/Offer, and Amendments, ref OF 1 5872
081323 -      00700      Contract Clauses, General Conditions, ref OF 5 2822
081324 -      00800      Special Contract Requirements, ref OF 8 1250
081325 -      01000 +    Technical Clauses, ref OF 11 8176
081326 -      01005      Supplementary Conditions, ref OF 11 4524
081327 -      01300      Submittals, ref OF 11 5755
081328 -
081329 - These may work as main subject sections for SDS on Oakland.
081330 -
081331 -
081332 -  ..
081333 - Bid Documents - $42M for 5.5M CY
081334 -
081335 - Standard Form 1442, the contract and the bid schedule, ref OF 1 0000
081336 -
081337 - It shows contractor's unit prices, ref OF 1 9531, and total bid for
081338 - project including alternates of $42.4M ref OF 1 4320  Amendment 0001
081339 - changed quantities from 6.5M to 5.5M CY. ref SDS 0 9960
081340 -
081341 - For dredging, the contractor bid $30M or about $5.5 per CY.
081342 -
081343 -      Bid item 0003 is the largest quantity, 1.7M CY at $5.20.
081344 -
081345 -      Bid item 0012 is the 2nd largest quantity, 1.5M CY at $3.90.
081346 -
081347 -  ..
081348 - This document says it was issued 941102 ref OF 1 5872.
081349 -
081350 -      The "Offer Date" is entered as 941213, ref OF 1 4883, when it was
081351 -      signed by Robert Johnston on behalf of the contractor, per amend
081352 -      02 para 14 A. ref OF 3 3955.
081353 -
081354 -      The "Award Date" is entered as 941216, ref OF 1 3003.
081355 -
081356 -
0814 -

SUBJECTS
Corps of Engineers, SFD, Welch Communication Metrics
42' Navigation Improvement, Port of Oakland
Amendment 0001, SF 30, 941122 - 9 pages
Equipment List

0907 -
090701 -  ..
090702 - Standard Form 30, Amendment 0001 of solicitation/Modification of
090703 - Contract, ref OF 2 0000
090704 -
090705 -     The amendment document in Tom's binder, appears to omit entirely
090706 -     page 7.  The documents go from page 6 to 8.
090707 -
090708 -          [On 961002 recieved missing page 7. ref SDS 12 8339.]
090709 -
090710 -
090711 -     Tom has highlighted drawing 14, cited on page 9 of amendment 1,
090712 -     indicating it impacts Dutra's Claim/RFP response.
090713 -
090714 -      ..
090715 -     Amendment 0001 reduces quantities from 6.5M CY to 5.5M CY
090716 -     ref OF 2 3341, and submits a revised bid schedule, ref OF 2 3740,
090717 -     as shown in the list of enclosures. ref OF 2 7477
090718 -
090719 -     See contractor's bid above. ref SDS 0 3315
090720 -
090721 -      ..
090722 -     Bidders' Questions and answers are at ref OF 2 4208.
090723 -
090724 -     "Preparatory Phase Report" form is attached, ref OF 2 3883, but
090725 -     does not seem to be explained in the Amendment.  Since page 7 is
090726 -     missing, the explanation may be on that missing page.
090727 -
090728 -          ..
090729 -         This appears to include elements discussed with Max and Tom
090730 -         yesterday about the contractor listing equipment, ref OF 2
090731 -         6841, per ref SDS 9 4888
090732 -
090733 -           [On 960926 discussed with Tom Benero. ref SDS 11 4833
090734 -
090735 -           [On 961015 received the list. ref SDS 15 5883
090736 -
090737 -
090738 -
0908 -

SUBJECTS
Corps of Engineers, SFD, Welch Communication Metrics
42' Navigation Improvement, Port of Oakland
Amendment 0002, SF 30, 951129 - 2 pages

1006 -
1007 -    ..
1008 -
100801 - Standard Form 30, Amendment 0002 of solicitation/Modification of
100802 - Contract. ref OF 3 0000
100803 -
100804 -     This amendment mainly changes the date of bids, ref OF 3 3955.
100805 -
100806 -     Seems to have issued a revised form 1442, ref OF 3 3007.
100807 -
100808 -     Submits form 1707 relating to affirmative action, ref OF 3 7296.
100809 -
100810 -     Form 1707 under para 14 describes work as 5.5M CY, ref OF 3 2958,
100811 -     confirming Amend. 0001, ref OF 2 3341.
100812 -
100813 -
100814 -
100815 -
1009 -

SUBJECTS
Contract Clauses
Changes 52.243-4
CHANGES AND CHANGED CONDITIONS, 52.243-5

1406 -
140601 -  ..
140602 - Contract Clauses - Section 0700, similar General Conditions
140603 - ref OF 5 0000
140604 -
140605 -
140606 -     Dispute and claim procedures begin on page 00700-21 under para 76
140607 -     referencing 52.233-1, ref OF 5 0854.
140608 -
140609 -      ..
140610 -     Changes provisons are at page 00700-23 under para 77 referencing
140611 -     52.243-4, ref OF 5 0582.
140612 -
140613 -
140614 -     Changed Conditions is at page 00700-24 under para 78 referencing
140615 -     52.243-5,  ref OF 5 0790.
140616 -
140617 -
140618 -
1407 -

SUBJECTS
Special Contract Requirements
Completion, 840 CD & Liquidated Damages
Physical Data (Character of Work)
Mob, Demob payments
Insurance, Liability
Variations in Estimated Quantities
Quality Control

2510 -
251001 -  ..
251002 - Special Contract Requirements, Section 00800,
251003 - ref OF 8 0000.
251004 -
251005 -
251006 -    Commencement and completion
251007 -
251008 -      Begin within 3 CD from NTP and complete 840 CD, ref OF 8 5944.
251009 -
251010 -       ..
251011 -      Time extension awarded based 1 CD/8K CY additional material
251012 -      encountered, ref OF 8 5944, citing the section on "Variations in
251013 -      Estimated Quantities, ref OF 8 line 983.
251014 -
251015 -      This was discussed at the Claim Team meeting, ref SDS 5 7300.
251016 -
251017 -
251018 -     ..
251019 -    Liquidated damages $5,600 per CD
251020 -    ref OF 8 6939
251021 -
251022 -
251023 -    Affirmative Action, ref OF 8 8391.
251024 -
251025 -     ..
251026 -    Physical Data disclosure, reliance by contractor.
251027 -    ref OF 8 5003
251028 -
251029 -         Para (a) refers to "SITE CONDITIONS" in the dredging section.
251030 -
251031 -
251032 -     ..
251033 -    Mobilization/Demobilization payments.
251034 -    ref OF 8 1882
251035 -
251036 -         Covered in technicals at ref OF 11 2855.
251037 -
251038 -    Funding availability (Continuing Contracts), ref OF 8 5938.
251039 -
251040 -
251041 -    Galbraith disposal site is a golf course, evidently owned and/or
251042 -    managed by the Port of Oakland. ref OF 8 4950
251043 -
251044 -     ..
251045 -    Liability insurance is discussed at ref OF 8 4950
251046 -
251047 -        Insurance also discussed at ref OF 8 6939.
251048 -
251049 -     ..
251050 -    Equipment operating and ownership expense schedule is at...
251051 -    ref OF 8 9528.
251052 -
251053 -         Seems to address in part discussion with Max and Tom on
251054 -         960920. ref SDS 9 4888
251055 -
251056 -         Not sure this addresses the question of whether a contractor
251057 -         uses equipment that is not needed and seeks to charge the
251058 -         government more than the cost of equipment that can perform
251059 -         the work.
251060 -
251061 -     ..
251062 -    Variations in Estimated Quantities is in para 00818
251063 -    ref OF 8 9638.
251064 -
251065 -        This seems to address the issue discussed with Tom Benero on
251066 -        960919. ref SDS 6 7588
251067 -
251068 -
251069 -     ..
251070 -    Quality Control is at para 00819
251071 -    ref OF 8 8444
251072 -
251073 -
251074 -    Submittals are explained in para 00821
251075 -    ref OF 8 8377
251076 -
251077 -
251078 -
251079 -
2511 -

SUBJECTS
Corps of Engineers, SFD, Welch Communication Metrics
42' Navigation Improvement, Port of Oakland
Technical Clauses
Mobilization, Order of Work
Mobilization, Payment

2908 -
2909 -    ..
2910 -
291001 - Technical Specs, Table of contentents
291002 - ref OF 11 0000.
291003 -
291004 -   Mobilization is covered at ref OF 11 2855.
291005 -
291006 -   Order of Work, scheduling, is at ref OF 11 6284.
291007 -
291008 -   Payment for Supplementary Conditions, is at ref OF 11 8271 which
291009 -   covers mobilization again.
291010 -
291011 -
291012 -
291013 -
2911 -

SUBJECTS
Dredging
Overdepth and Excessive Dredging
Measurement and Payment, Dredging
Gailbraith

3307 -
330701 - Dredging is speficied at ref OF 12 0000.  Made a separate file for
330702 - this.
330703 -
330704 - Overdepth is at ref OF 12 4007.
330705 -
330706 - Payment for dredging is at ref OF 12 4086.
330707 -
330708 - Hauling to Galbraith is at ref OF 12 8285.
330709 -
330710 -
330711 -
330712 -
330713 -
330714 -
330715 -
330716 -
330717 -
330718 -
330719 -
330720 -
330721 -
330722 -
330723 -
330724 -
330725 -
330726 -