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


S U M M A R Y


DIARY: December 20, 1996 02:15 PM Friday; Rod Welch

Discuss with Tom Keesling project to institutionalize Comm Metrics.

1...Summary/Objective
2...Modification to Welch Contract Still in Processing
3...Background on Additional Projects at COE
4...Bill Benkavitch Contribute to Comm Metrics/Contract Admin Project
5...Budgeting Completion of Oakland Harbor Project
6...Reviewed Scope for Applying SDS Per Max's Request
....1...Oakland Harbor, completion for Apr - Nov 1997
....2...Port of Richmond
....3...Integrate Communication Metrics and COE Contract Admin, RMS
....4...Support Implementation of Contract Administration Integrated
....5...Environmental Management, cited by DE, ref SDS 15 line 142.
....6...GIS Integrated with SDS Diary and Subject Index, cited by Max
....7...COE SFD Automated Systems Implementation


..............
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CONTACTS 
0201 - Corps of Engineers, SFD            415 977 8400 fax 8483
020101 - Mr. Thompson F. Keesling, Architect; Assistant Chief =415 977 8473
020102 - Construction Operations Division =415 977 8480

SUBJECTS
Resident Management System (RMS)
Contract Administration
Institutionalize Communication Metrics
Contract Administration Manual
Port of Oakland
Increase Budget 4 months on Oakland Harbor
Benkevich, Bill
CEFMS, PROMIS, Tom Keesling's Assignment
Integrate Comm Metrics, COE Contract
Submit Plan Integrate Comm Metrics and COE
GSI, per Max 961011
Automated Management in District, Keesling

1914 -    ..
1915 - Summary/Objective
1916 -
191601 - Follow up ref SDS 29 3978, ref SDS 28 0000.
191602 -
191603 - Turned out that Ofell is on vacation so work on the Welch Modification
191604 - needed more support.  When Shirley Turnbo found out, she got things
191605 - going, but there was another hangup in legal.  Tom Keesling provided
191606 - more justification, but by then it was 1500 and the day was over.
191607 -
191608 - Discussed with Tom potential projects for Welch to support COE; sent
191609 - letter to Bill Benkavitch on status.  This follows up discussions with
191610 - Max requesting planning, ref SDS 29 1204.
191611 -
191612 -     [See follow up sending proposed scope to Max, ref SDS 34 0000, and
191613 -     later submission of draft scope of services, ref SDS 37 0000.]
191614 -
191615 -
1917 -
1918 -
1919 - 0B18 Discussion
1920 -    ..
1921 -
192101 - Modification to Welch Contract Still in Processing
192102 -
192103 - Tom said he was asked this morning for another sentence or two of
192104 - justification for the sole source modification.  He prepared and
192105 - submitted it several hours ago.  This seems like the 2nd or 3rd time
192106 - this particular subject has come up.  Shirley Turnbo coordinated
192107 - efforts, but looks like there is more to do on Monday.
192108 -
192109 -      [See follow up with Tom Benero at ref SDS 36 line 537.]
192110 -
192111 -
192112 -  ..
192113 - Background on Additional Projects at COE
192114 -
192115 - On 961118, DE requested plan for institutionalizing Communication
192116 - Metrics, ref SDS 16 0990.  On 961204, Max requested a schedule to
192117 - integrate SDS and Communication Metrics with COE's "Bible," a manual
192118 - on Contract Administration," at ref SDS 27 8951; Max raised this again
192119 - on 961206 at ref SDS 29 line 310.
192120 -
192121 - On 961125 Tom mentioned having discussed with DE using Communication
192122 - Metrics for Tom's new assignment on CEFMS, PROMIS and RMS, ref SDS 18
192123 - 1154, and earlier at ref SDS 14 0000.
192124 -
192125 - On 961206 discussed with Max the idea of Tom supervising a team to
192126 - accomplish Max's objective for integrating Communication Metrics and
192127 - COE contract admin, ref SDS 29 1204.
192128 -
192129 -
192130 -  ..
192131 - Bill Benkavitch Contribute to Comm Metrics/Contract Admin Project
192132 -
192133 - Discussed the idea of creating a separate budget and project to
192134 - accomplish Max's objective.
192135 -
192136 - Tom feels it should include the need to bring on-line the Resident
192137 - Management System (RMS) at the Construction Services Branch, scheduled
192138 - for operation in March, per discussion with Leonard SooHoo, RE, Chief,
192139 - of Construction Services Branch, ref SDS 4 6493, and our discussion
192140 - last month, ref SDS 18 1154.  This requires dedicated support.  Tom
192141 - indicated that RMS is part of his assignment to implement a new
192142 - financial management system, although it has not been specifically
192143 - defined in his scope.
192144 -
192145 -
192146 -
192147 -  ..
192148 - Budgeting Completion of Oakland Harbor Project
192149 -
192150 - We considered that the time required to complete the current
192151 - modification which began on 961022, ref SDS 6 0000, seems to indicate
192152 - immediate efforts are needed to develop follow on budgets for the Port
192153 - of Richmond and completion of the Oakland Harbor project.
192154 -
192155 - Tom and I discussed this as an objective for the meeting with Tom
192156 - Benero last Monday, but it turned out they only addressed the current
192157 - modification, and then everybody got tired and did not begin the
192158 - planning for the next phase, ref SDS 30 8333.
192159 -
192160 -
192161 -  ..
192162 - Reviewed Scope for Applying SDS Per Max's Request
192163 -
192164 - Here are possible items to budget, per background described above. Tom
192165 - suggested I submit this list to Max so he can give instructions to Tom
192166 - for preparing a scope of services.
192167 -
192168 -     [On 970108 Max clarified scope for Com Metrics:  mitigate District
192169 -     exposure to claims by the contractor on the Oakland Harbor
192170 -     project, ref SDS 34 4729, prepare COE staff for meetings, and
192171 -     provide mentoring to improve daily management. ref SDS 34 J484
192172 -
192173 -     [On 970116 submitted draft scope for approval. ref SDS 37 0001
192174 -
192175 -
192176 -  ..
192177 -        ..
192178 -    1.  Oakland Harbor, completion for Apr - Nov 1997
192179 -    
192180 -        This could include a component to provide on-site admin support
192181 -        for the Oakland Project Office, per discussion with Max on
192182 -        961219, ref SDS 31 line 156.
192183 -
192184 -  ..
192185 -
192186 -    2.  Port of Richmond
192187 -
192188 -        Engineering and spec review
192189 -        Bid and Award of Contract
192190 -        Contract Launch
192191 -        Contract Administration for project duration
192192 -
192193 -  ..
192194 -
192195 -    3.  Integrate Communication Metrics and COE Contract Admin, RMS
192196 -        ..
192197 -        Review current Procedures and Structure (Contr Admin
192198 -        manual) Evaluate COE Automated Systems, including RMS, and SDS
192199 -           (Coordinate with Tom Keesling's new assignment, per meeting
192200 -           with Tom and Max on 961206. ref SDS 29 1204.)
192201 -        Develop Common Procedures and Automation Requirements
192202 -        Develop Implementation Plan and Schedule
192203 -        COE Accept Plan or Revise
192204 -
192205 -  ..
192206 -
192207 -    4.  Support Implementation of Contract Administration Integrated
192208 -        with Communication Metrics under plan in item 3.
192209 -
192210 -    5.  Environmental Management, cited by DE, ref SDS 15 line 142.
192211 -
192212 -        Determine Objectives
192213 -        Evaluate System
192214 -        Develop Plan
192215 -        COE Approve/Revise Plan
192216 -
192217 -         ..
192218 -
192219 -    6.  GIS Integrated with SDS Diary and Subject Index, cited by Max
192220 -        at ref SDS 5 line 182, and discussed a few weeks ago with Tom
192221 -        Keesling, where he indicated Mike Murphy is working on it.
192222 -
192223 -  ..
192224 -
192225 -    7.  COE SFD Automated Systems Implementation
192226 -
192227 -        Tom Keesling has suggested that Communication Metrics support
192228 -        might be useful in performing his new assignment.  He has also
192229 -        suggested that Communication Metrics could be a support
192230 -        component to accomplish SFD's goal to implement following
192231 -        systems:
192232 -
192233 -              •  CEFMS
192234 -              •  Project Plan
192235 -              •  POMIS
192236 -              •  RMS
192237 -              •  Communication Metrics
192238 -
192239 -           [DE was later reported to have expressed reservations about
192240 -           SDS being a DOS program; however, RMS is a DOS program, and
192241 -           so this affords strong compatibility, until both programs
192242 -           are converted to Windows, ref SDS 33 9577.]
192243 -
192244 -
1923 -
1924 -
1925 - 2114 submitted letter to Bill Benkavitch
1926 -   ..
192601 - As a result of the discussions with Tom, submitted ref DIT 1
192602 - line 30 to Bill, explaining possible project item #3, ref DIT 1 line
192603 - 68.
192604 -
192605 - This letter clarifies that the modification of the Welch contract only
192606 - funds 3 months from today forward, because the 1st month of the 4
192607 - months, covers the current month of December, ref DIT 1 line 60.
192608 -
192609 - It explains further delays in obtaining the modification, per today,
192610 - ref DIT 1 line 26.
192611 -
192612 -     [See follow up at ref SDS 35 line 104.]
192613 -
192614 -
192615 -
Distribution. . . . See "CONTACTS"