CONTACTS 
0201 - Corps of Engineers, SFD            415 977 8400 fax 8483
020101 - Mr. Thomas Benero; Chief =415 977 8511; Contracting Division

SUBJECTS
Corps of Engineers, SFD, Training
Contracting, Port of Richmond
Weekly Progress Meeting
Orientation Comm Metrics, SDS
Line Numbers Create "Knowledge Space"
Line Numbers Look Complex, Shocking to see Knowledge Space

1508 -    ..
1509 - Summary/Objective
1510 -
151001 - Follow up ref SDS 11 0000, ref SDS 10 0000.
151002 -
151003 - Demonstrated SDS and considered ideas to support contract management.
151004 -
151005 - Submitted via internet ref DIT 1 0001 confirming these understandings,
151006 - included as attachment the paper on Concurrent Discovery paper,
151007 - ref OF 1 0001
151008 -
151009 -     [On 960930 orientation meeting with Leonard SoHoo, Resident
151010 -     Engineer. ref SDS 12 4519
151011 -
151012 -
1511 -
1512 -
1513 - Discussion
1514 -
151401 -  ..
151402 - Documentation on Early Release of Retention
151403 -
151404 - Tom provided during the meeting today a copy of Dutra's request for
151405 - early release of Mobilization payment, which he asked me to review,
151406 - during our meeting on 960919. ref SDS 5 8333
151407 -
151408 -
151409 -
151410 -  ..
151411 - SDS, Communication Metrics, POIMS Technology - Theory
151412 -
151413 - Submitted POIMS paper, ref OF 1 0001, for Tom to review "Command and
151414 - Control of the Record," which addresses Tom's question today about the
151415 - role of SDS and Communication Metrics to strengthen contract
151416 - management. ref OF 1 1113
151417 -
151418 - POIMS explains how the Schedule Diary System (SDS) software program is
151419 - used to help busy people manage a lot of information and complex
151420 - scenarios that occur on major projects, per Tom's comment in our
151421 - meeting on 960916 that meetings and calls consume about 90% of his
151422 - time, which leaves too little time for analysis and planning.
151423 - ref SDS 5 9834  SDS helps an additional player capture and organize
151424 - the record so that meetings, calls and decisions by commanders and
151425 - contracting officers are supported, as called out by management
151426 - standards and regulations, and so are more likely to be effective.
151427 - ..
151428 - We reviewed my background in the military, general contracting
151429 - and litigation that led to development of SDS and the ideas it
151430 - applies.
151431 -
151432 -      [On 000723 formal history of Welch Company, and development of
151433 -      SDS was prepared. ref SDS 29 0001
151434 -
151435 -
151436 -  ..
151437 - SDS Demonstrated for Implementing Com Metrics
151438 -
151439 - The record for the meeting with Tom Keesling yesterday was used to
151440 - demonstrate features and application of SDS for helping manage complex
151441 - projects using a system of Communication Metrics. ref SDS 10 4520.
151442 -
151443 -       [On 970418 received report on Com Metrics, ref DRP 1 6172, which
151444 -       Tom Keesling submitted to Tom Benero, as the Contracting Office,
151445 -       to explain results using SDS for Com Metrics on the Oakland
151446 -       Harbor project. ref SDS 27 3368
151447 -
151448 -  ..
151449 - We used SDS to call up several reports on particular subjects to
151450 - illustrate how technology helps accomplish daily work of planning,
151451 - review, meetings, calls, and documents, and that everything is linked
151452 - to specific contract provisions and other control criteria like
151453 - people, documents cost and schedule codes.
151454 -
151455 -  ..
151456 - SDS enables managers to implement requirements for an "audit trail"
151457 - showing traceability to original sources required by government
151458 - regulations and by industry standards for good management, reviewed on
151459 - 950721. ref SDS 2 1740
151460 -
151461 -       [On 961015 Tom introduced Jim Stout, chief trial counsel for the
151462 -       San Francisco District; Jim requests SDS be used to complete the
151463 -       Oakland Harbor project because significant claims will be filed
151464 -       by the contractor and by the government. ref SDS 22 0001
151465 -
151466 -       [On 961206 Max Blodgett wants the next phase of Com Metrics,
151467 -       ref SDS 24 3978, to use SDS for implementing the Construction
151468 -       Contract Administration (CCA) Guide. ref SDS 24 1204
151469 -
151470 -       [On 020504 FAR requires contract managers to maintain record of
151471 -       daily events that support decisions, called by some authorities
151472 -       "organizational memory," or "project history," ref SDS 30 IY4I,
151473 -       but is hard to accomplish without SDS. ref SDS 30 NS6F
151474 -
151475 -
151476 -  ..
151477 - SDS Line Numbers Create "Knowledge Space"
151478 -
151479 - Tom asked about SDS line numbers shown in the left margin of this
151480 - record.
151481 -
151482 - We clicked on a link to the record of a meeting with PG&E and the
151483 - California Department of Water Resources (CDWR) on 940901, ref SDS 1
151484 - 9009, which explains line numbers in SDS give people better control
151485 - and access to particular information when needed under a concept of
151486 - "Knowledge Space," explained in POIMS. ref OF 1 034J and further
151487 - explaining how SDS links documents to relevant project history,
151488 - ref OF 1 1107
151489 -
151490 -           [On 961011 Max asked about line numbers. ref SDS 19 8488]
151491 -
151492 -           [On 961015 USACE chief counsel Jim Stout asks about line
151493 -           numbers. ref SDS 22 7950
151494 -
151495 -       ..
151496 -      The concept of "Knowledge Space" was recently described in a
151497 -      paper on "Concurrent Discovery, ref OF 2 1476, (submitted to Tom
151498 -      this morning via email, attached to ref DIT 1 0000) which defines
151499 -      "knowledge space" as analogous to dimensional space that
151500 -      architects use to position "construction details" to align the
151501 -      work of craftsmen, ref OF 2 1508, prepared at ref SDS 4 1101. SDS
151502 -      line numbers help define knowledge space to position "management
151503 -      details" for effective decision making, per telecon with General
151504 -      Hatch on 951229. ref SDS 3 2036
151505 -
151506 -
151507 -  ..
151508 - Port of Richmond Project
151509 -
151510 - Tom indicated SDS could be helpful on the Port of Richmond project,
151511 - which Tom Keesling noted yesterday, on 960925, during the meeting with
151512 - Bill DeHart. ref SDS 10 7399
151513 -
151514 - There was consideration that Dutra could be the low bidder with the
151515 - prospect of similar contract management challenges.
151516 -
151517 -       [On 961001 Tom recommended to project team for Oakland Harbor
151518 -       job that SDS be used for lessons learned to guide the work on
151519 -       the Richmond project. ref SDS 15 7490
151520 -
151521 -       [On 970418 District's report to Tom on Com Metrics, ref SDS 27
151522 -       2103, explains SDS supports USACE policy for maintaining history
151523 -       of lessons learned. ref DRP 1 3156
151524 -
151525 -
151526 -  ..
151527 - Attending Port of Oakland Project Weekly Meetings
151528 -
151529 - Tom asked if I can attend the weekly progress meetings held by the
151530 - Project Engineer, Tom White, at the job site?  He feels those meetings
151531 - can use SDS, as demonstrated in our meeting this morning.
151532 -
151533 - Tom advised that the weekly Progress meetings consist of a formal
151534 - project review, and sometimes he has a second meeting with just Bob
151535 - Johnston, who is the president of Dutra, and is running the project
151536 - now in place of the original Project Manager.
151537 -
151538 -      [On 961001 Tom White asked about Com Metrics. ref SDS 16 0001
151539 -
151540 -      [On 961105 Tom White commends Com Metrics. ref SDS 23 1220
151541 -
151542 -      [On 970107 Bob Johnston commends Com Metrics. ref SDS 25 4953
151543 -
151544 -  ..
151545 - I advised that Max Blodgett, Chief CONOPS, discussed this on 960924,
151546 - ref SDS 9 4454, and yesterday, on 960925, Tom Keesling, the Assistant
151547 - Chief CONOPS, asked me to attend the weekly progress meetings for the
151548 - Oakland Harbor project next week. ref SDS 10 0100
151549 -
151550 - Tom said the next meeting is on Tuesday at 1000, and he suggested that
151551 - I ride with him, and his assistant, Monti, so he can explain issues he
151552 - wants to raise and plan strategy for the meeting.
151553 -
151554 -
151555 -
151556 -
151557 -
151558 -
151559 -
151560 -
1516 -

SUBJECTS
Mobilization Demobilization Payment,
Differing Conditions, Subsurface
Present COE Analysis to Contractor; Hear
IC-3,4    Hard Material, Changed Condition
OC-4B-5   Hard Material, Changed Condition
OC-4B-1,2 Hard Material, Changed Condition
IC-2      Hard Material, Changed Condition

2810 -
281001 -  ..
281002 - Dutra Contract Practices
281003 -
281004 - Tom mentioned that Bob Johnston is now running the Oakland Harbor
281005 - project, per above, ref SDS 0 7793, taking over from the original
281006 - project manager, which reflects serious issues that Tom discussed the
281007 - other day on 960919. ref SDS 5 S14K
281008 -
281009 -  ..
281010 - Tom's research with other agencies for whom Dutra has contracted to
281011 - perform work (e.g., Navy) indicates Dutra claims are generally not
281012 - supported by the record.  He gave an example of a recent he had with
281013 - Bob Johnston, who indicated that Tom Keesling's analysis of Dutra's
281014 - RFP proposals is incorrect, but Mr. Johnston did not cite nor offer
281015 - any evidence, nor offer a rational basis showing an error in COE's
281016 - position, similar to the meeting last Friday on 960920. ref SDS 6 0001
281017 -
281018 -     [On 961010 review of Dutra's claim for extra expense on Navy Sewer
281019 -     Line was not supported. ref SDS 18 4562 and ref SDS 18 5839
281020 -
281021 -     [On 970202 Dutra's claim for time extension and additional payment
281022 -     not supported. ref SDS 26 C04H
281023 -
281024 -     [On 981027 Dutra may have been overpaid by $20M on its claims.
281025 -     ref SDS 28 9152
281026 -
281027 -  ..
281028 - Tom indicated he still has been unable to find authority to release
281029 - more than 80% of the mobilization bid item to the contractor. Others
281030 - within the Corps are assisting in trying to arrange to support the
281031 - Contractor's request for early release of a major portion of the the
281032 - remaining 20% of the Mobilization pay item.
281033 -
281034 -
281035 -
281036 -
281037 -
281038 -
281039 -
2811 -

SUBJECTS
Equipment List

2904 -
290401 -  ..
290402 - Contractor's List of Equipment Planned for Doing the Work
290403 -
290404 - Demonstrating SDS we looked at the record on 960921 receiving the
290405 - Dutra contract, ref SDS 7 0001, and noticed a pending follow up matter
290406 - to locate the equipment list Dutra submitted for doing the work, and
290407 - where in the contract this list is required to be submitted in the
290408 - contract. ref SDS 7 OE9F
290409 -
290410 - Tom said he has seen the list submitted by Dutra.
290411 -
290412 -      [On 961015 received the list from Tom Keesling. ref SDS 21 5883
290413 -
290414 -
290415 -
290416 -
290417 -
290418 -
290419 -
290420 -
290421 -
290422 -
290423 -
290424 -
290425 -
290426 -
290427 -
290428 -