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: October 1, 1996 10:48 AM Tuesday; Rod Welch

Meeting with COE team following progress meeting on Oakland project.

1...Summary/Objective
2...Lessons Learned - RFP Management


..............
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CONTACTS 
0201 - Corps of Engineers, Sausalito
020101 - Mr. Leonard SooHoo, P.E.; Chief; Construction Service Branch
0202 - Corps of Engineers, SFD
020201 - Mr. Thomas Benero; Chief
0203 - COE, Oakland Harbor Project
020301 - Mr. Thomas White; Project Engineer
0204 - Corps of Engineers, SFD
020401 - Ms. Ofelia R. Rosales; Contracting Officer
020402 - Contracting Division
0205 - Port of Oakland
020501 - Mr. Rob Andrews
020502 - Ms. Gail Staba;

SUBJECTS
Corps of Engineers, SFD, Applications
Weekly Progress Meeting
Communication Metrics
Coordinate RFPs with Contracting Officer
Differing Site Condition, 52.236-2
Unit Pricing v. Lump Sum
0020   Combine RFPs 9-11 and 960312 letter
SDS Captures History to Guide Future
RFP Management

1111 -
1111 -    ..
1112 - Summary/Objective
1113 -
111301 - Follow up
111302 -
111303 - x0001 Followed up work at ref SDS 14 line 43, ref SDS 13 line 63, ref SDS 10 line 77.
111306 -  ..
111307 - COE management team met following the regular project meeting with the
111308 - Contractor, and considered issues that have arisen from examination of
111309 - the Contractor's proposals for RFPs.
111310 -
111312 -  ..
1114 -
1115 -
1116 - Discussion
1117 -
111701 - Following the scheduled meeting, Bob Johnston introduced himself and
111702 - asked for my card.
111704 -  ..
111705 - Tom Benero asked me to meet with the COE team separately.  He closed
111706 - the door to Tom White's office, where we spoke for a few minutes.
111708 -  ..
111709 - Tom related to the group consideration being made to apply Welch
111710 - methods and tools (known collectively as "Communication Metrics,"
111711 - ref DRP 1 WR7O, reported in the record on 960913, ref SDS 2 7734, and
111712 - which was explained in the meeting this morning with Dutra) to the
111713 - pending Richmond project. ref SDS 9 8445
111714 -
111715 -     [...later today, met separately with Tom White, Project Engineer,
111716 -     and explained opportunities for helping the contractor improve
111717 -     performance. ref SDS 15 0001,
111719 -      ..
111720 -     [On 961008 met with Resident Engineer, Leonard SooHoo, and
111721 -     reviewed SDS support for Command and Control of the Record.
111722 -     ref SDS 17 EX6I
111723 - ..
111724 - Tom asked Rod to explain the discussion on the way driving over
111725 - to the meeting this morning, concerning the correlation of the
111726 - Contractor's 4 notices of "Differing Site Conditions," and subsequent
111727 - submission of lump sum pricing. ref SDS 13 0001
111729 -  ..
111730 - I cited ideas Tom Keesling presented at the Claim Team meeting two
111731 - weeks ago, on 960919, ref SDS 3 8857, which Leonard SooHoo did not
111732 - attend, that the Contractor's lump sum pricing in its proposals
111733 - appears to conflict with the unit price objective of a competitive bid
111734 - contract, as awarded in this case, and discussed with Tom Keesling
111735 - again this morning. ref SDS 12 9338
111737 -  ..
111738 - We considered if there is any apparent experience from the project
111739 - records or information from working with the Contractor day to day,
111740 - that shows why dredging from an area designated as "Hard" on the
111741 - project plans, should be different or cost more than dredging from
111742 - another area designated as "Hard," as for example arises from the RFPs
111743 - issued by COE, per analysis of Sheet 14 on 960930. ref SDS 11 424H
111744 - Are there production reports or on-site observations of the
111745 - Contractor's work operations that indicate "Hard" has different
111746 - meanings for different locations througout the project area?
111747 -
111748 -      [On 961104 issuing revised RFP combining RFPs 9 - 11 and the
111749 -      letter of 960312. ref SDS 19 T66G
111751 -  ..
111752 - Rob Andrews noted that he is unaware of any such information.
111754 -  ..
111755 - Tom White indicated the only factor he is aware of that bridges the
111756 - gap between the Contractor's submission of actual cost in its RFP
111757 - proposals is that the Contractor may have underbid the original work
111758 - designated as "Hard."
111760 -  ..
111761 - Tom made an important point that RFPs reflect experience encountered
111762 - with the Contractor over an extended period that suggested a general
111763 - change in the character of the material to be dredged from "Soft" to
111764 - "Hard."  Time pressures on the job require continuing efforts to
111765 - ensure clear, concise and complete communication with the Contractor.
111766 - Defects in the Contractor's notices of potential "Differing Site
111767 - Conditions," are not the responsiblity of COE, which reflects
111768 - considerations on 960928. ref SDS 10 L75J  In any case performing the
111769 - actual work will establish the full character of the work with respect
111770 - to whether there may be both "Hard" and "Soft" material in a polygon
111771 - subject to change under COE RFPs.  There was consideration today that
111772 - competitive bidding enables the government to fairly compensate the
111773 - Contractor using unit pricing, for differences that may be encountered
111774 - from the original designations of "Hard" and "Soft" material.
111775 -
111776 -      [On 961007 follow up discussion with Tom White. ref SDS 16 H96G
111777 -
111778 -
111779 -
1118 -

SUBJECTS
Corps of Engineers, SFD, Applications
Port of Richmond
Lessons Learned, Capturing and Applying
SDS Captures History to Guide Future

2106 -
210701 -  ..
210702 - Lessons Learned - RFP Management
210703 -
210704 - Tom Benero indicated advantages from project staff coordinating with
210705 - him, as the Contracting Officer, on all RFPs, given the history of the
210706 - contractor not following contract requirements.
210707 -
210708 - He noted that the Oakland Harbor project offers "lessons learned" from
210709 - experience of difficulties (described above, ref SDS 0 054K, that can
210710 - be helpful for the Richmond project that is coming up next, per
210711 - discussion with Tom on Thursday, 960926, about planning for Richmond.
210712 - ref SDS 9 8445
210714 -  ..
210715 - A key use of Communication Metrics is capturing these "lessons
210716 - learned" and enabling management to retrieve them when needed to guide
210717 - future actions, per record on case studies, continual learning, and
210718 - traceability in the record on 950830. ref SDS 1 2201
210720 -  ..
210721 - Tom noted it doesn't do a lot of good to just write everything down,
210722 - unless there is analysis and alignment that provides context in
210723 - relation to objectives, requirements and commitments, and further,
210724 - unless there is a way to get relevant history at the time it is needed
210725 - to guide the work.  Tom advised that SDS does all of this, so he wants
210726 - to use SDS for capturing the record on Oakland to support the Richmond
210727 - project that will be let next year.
210728 -
210729 -     [See discussion with Tom Keesling and Tom White on article in PM
210730 -     Network on Project Reviews scope and methods, ref SDS 18 line
210731 -     318.]
210733 -      ..
210734 -     [See follow up analysis of letter from Tom White at ref SDS 20
210735 -     line 65.]
210737 -      ..
210738 -     [See follow up preparing Richmond project construction launch
210739 -     schedule, ref SDS 21 line 178.]
210741 -      ..
210742 -     [See COE report on Communication Metrics, ref SDS 22 line 80.]
210743 -
210744 -
2108 -
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