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


S U M M A R Y


DIARY: February 12, 1997 12:38 PM Wednesday; Rod Welch

Visited Tom Keesling, Marc McGovern at COE on Welch procurement.

1...Summary/Objective
2...Evaluation of Welch Initial Contract Being Prepared
3...Expedited Procurement of Communication Metrics on Richmond Project
4...Communication Metrics Deferred for Oakland, RE's Office, Keesling
5...Initial Schedule Produced for Automated Management Conversion Project
6...COE Counsel for Oakland Harbor Project May Need Help with SDS Record
7...Project to Dredge Oakland Harbor to -50 MLLW, Pending
8...Max Suggested Support Be Offered to Merry on Using SDS
9...Payment Being Processed


..............
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CONTACTS 
0201 - Corps of Engineers, SFD            415 977 8400 fax 8483
020101 - Mr. Marc McGovern; Construction Manager =415 977 8467
020102 - Construction Operations Division   =415 977 8480
0203 - Corps of Engineers, SFD            415 977 8400 fax 8483
020301 - Mr. Max R. Blodgett, II, P.E., L.S.
020302 - Construction Operations Division   =415 977 8480
0204 - Corps of Engineers, SFD            415 977 8400 fax 8483
020401 - Mr. Thompson F. Keesling, Architect; Assistant Chief =415 977 8473/8701
020402 - Construction Operations Division   =415 977 8480

SUBJECTS
Increase Budget, Port of Oakland
COE Staffing
Port of Richmond
Evaluation
Benkevitch, Bill
Define Scope, Communication Manager
Task Order 2, Communication Metrics

1209 -    ..
1210 - Summary/Objective
1211 -
121101 - Follow up ref SDS 6 0000, ref SDS 5 0000.
121102 -
121103 - Introduced Bill Benkavitch at COE.  Tom Keesling seems to be working
121104 - on a procurement for Communication Metrics that will avoid advertising
121105 - for bids.  It seems to be only for the Richmond Harbor project, but
121106 - this would be a good beginning.  He has made progress learning and
121107 - using Open Plan for his new assignment.  Tom will follow up on payment
121108 - of my invoice.  Tom Keesling, Tom White and Marc McGovern have
121109 - referred COE counsel to Welch for support on understanding the Oakland
121110 - Harbor project record. Max approved my following up on this.
121111 -
121112 -
121113 -
121114 -
1212 -
1213 -
1214 - 0W90 Discussion
1215 -
121501 -  ..
121502 - Evaluation of Welch Initial Contract Being Prepared
121503 -
121504 - Tom was aware of Monti's point, yesterday on 970211, about not needing
121505 - a form 2626 to prepare an evaluation of the Welch contract ref SDS 6
121506 - 0001  Tom plans to prepare a memo for the file and to submit a copy to
121507 - Welch.
121508 -
121509 - I introduced Bill Benkavitch.  Bill's resume was submitted to Tom and
121510 - to Max on 961219. ref SDS 1 TW5O
121511 -
121512 - Bill asked Tom about the routine process of notifying contractors of
121513 - the Government's evaluation of their work.  Tom seemed to distinguish
121514 - a personal services contract, used for the initial Welch procurement
121515 - to provide Communication Metrics, from conventional A&E services.
121516 - ..
121517 - I asked if Welch will receive a document that can be used to
121518 - show past performance, to support future procurements?  Tom seemed to
121519 - indicate we will get such a document.
121520 -
121521 -
121522 -  ..
121523 - Expedited Procurement of Communication Metrics on Richmond Project
121524 -
121525 - Tom advised that he is preparing a scope of services for a procurement
121526 - on Communication Metrics to support the Port of Richmond project.
121527 -
121528 - He indicated that Max and Marc are thinking of awarding this work as a
121529 - component of a Quality Assurance contract to an A&E firm.  This has
121530 - the advantage of being awarded "immediately" under some sort of SBA
121531 - provision, without advertising for bids.  We did not consider how a
121532 - larger A/E contract can be issued without bids, but a Communication
121533 - Metrics contract requires competitive bids.
121534 -
121535 -      [On 970220 continued planning for Com Metrics follow on contract.
121536 -      ref SDS 9 8845
121537 - ..
121538 - Tom expressed reservations about the A&E firm under
121539 - consideration for this assignment.  He has worked previously with the
121540 - organization and with particular people in the firm, who Tom felt were
121541 - less responsive than needed.  It sounded like he will turn over the
121542 - procurement materials to Marc, but will follow up in a limited
121543 - coordinating capacity.
121544 -
121545 -
121546 -  ..
121547 - Communication Metrics Deferred for Oakland, RE's Office, Keesling
121548 -
121549 - At this time the Richmond project is the only aspect of the scope
121550 - submitted to Marc in the Welch letter dated 970115, for which an
121551 - active procurement is underway. ref DIP 2 0001  We looked briefly at
121552 - this document, which Tom had available on his desk.
121553 -
121554 -      [On 970213 discussion with Herb indicated that Port of Oakland
121555 -      management do not object to Com Metrics. ref SDS 7 7269
121556 -
121557 - Support for Leonard at the Sausalito office, ref DIP 2 line 244, which
121558 - Mike Murphy mentioned yesterday is needed, ref SDS 6 line 120, will
121559 - require further consideration.
121560 - ..
121561 - At this time no support is being developed for the Oakland
121562 - Harbor project, as described at ref DIP 2 line 165, and at ref DIP 2
121563 - line 236.
121564 -
121565 -
121566 -  ..
121567 - Initial Schedule Produced for Automated Management Conversion Project
121568 -
121569 - Tom showed a schedule he prepared and printed, using PDM in Open Plan,
121570 - for his new assignment.  It has 4 or 5 tasks that show completion in
121571 - December 1997.  Bill mentioned his group in the Navy went through a
121572 - similar conversion and it turned out to be 20% or 30% successful.  Tom
121573 - plans to add more details to his schedule, including a WBS for the
121574 - Resident Management System (RMS) which is not shown on the schedule we
121575 - saw today.  He is still gathering detail from Mike Murphy on this.
121576 -
121577 - We considered briefly earlier points about his need for Communication
121578 - Metrics support.  Tom plans to submit a budget, but at this time, he
121579 - understands that no specific funding will be allocated for his
121580 - project.
121581 -
121582 -      [See follow up at ref SDS 9 line 120.]
121583 -
121584 -
121585 -  ..
121586 - COE Counsel for Oakland Harbor Project May Need Help with SDS Record
121587 -
121588 - Tom mentioned that the SDS records on the computer, in his old office
121589 - next door to Max, have been zipped and moved to another computer.  he
121590 - advised that COE attorney, Merry Goodenough, is trying to assemble
121591 - records on the Oakland Harbor project to evaluate pending claims.  Tom
121592 - seemed to indicate today that he has suggested to Merry that she can
121593 - contact me about assembling the record to facilitate her use of the
121594 - record.
121595 -
121596 -      [See meeting with Merry on 970217, ref SDS 8 line 139.]
121597 -
121598 -      [See later meeting on 970417 where the person is "Paul" ref SDS
121599 -      10 line 117, and he works for John Azeveda, ref SDS 11 line 109.]
121600 - ..
121601 - I introducted Bill to Marc McGovern and Tom White, who were
121602 - meeting in the main conference room.  Marc also mentioned that Mary
121603 - may need help assembling the record on the Oakland Harbor project.
121604 - Tom White advised that he sent an email to Mary suggesting she contact
121605 - me.
121606 -
121607 - Bill and I went down the hall to Mary's office.  She was out of her
121608 - office.  The attorney next door, Chivan, took my name (she knew my
121609 - last name), and number for Mary.
121610 -
121611 -
121612 -
121613 -  ..
121614 - Project to Dredge Oakland Harbor to -50 MLLW, Pending
121615 -
121616 - Bill later introduced me to a former colleague of his at the Navy, Bob
121617 - Nielsen, who is now with the COE.  Bob's office is on the 7th floor.
121618 -
121619 - Bill explained our visit today with Tom Keesling in CON OPS about
121620 - Communication Metrics, and correlated this new support at COE with the
121621 - work Bill and Bob performed in the Navy as Communication Agents.  I
121622 - related the idea of using technology to support the Communication
121623 - Agent role, as a "spreadsheet for language."  Bob feels this could be
121624 - helpful with the Port of Oakland.
121625 -
121626 - He advised of efforts for the Port of Oakland to fully fund a project
121627 - for COE to deepen the Oakland harbor to -50 MLLW.  This could be a
121628 - much larger contract than the current work to deepen the harbor to -42
121629 - MLLW, since the latter has a lot of area that is cut less than 2 feet.
121630 - The -50 MLLW project would have minimun depths of 8 feet.  Bob seemed
121631 - to indicate this project is pending approval in Congress.
121632 - ..
121633 - We considered some of the background that seems to have resulted
121634 - in key people at the Port rejecting Communication Metrics.  Bob feels
121635 - that the value of communication support might outweigh hurt feelings
121636 - as senior managers at the Port recognize the importance of achieving a
121637 - successful project.
121638 -
121639 -
121640 -
121641 -  ..
1217 -
1218 -
1219 - 1614 called Max
1220 -
122001 - Max Suggested Support Be Offered to Merry on Using SDS
122002 -
122003 - Advised of discussions with Tom Keesling, Marc and Tom White about
122004 - Merry Goodenough needing help.  Max said she was in his office the
122005 - other day asking for background on the project, since evidently she is
122006 - going to become the project attorney.
122007 -
122008 - Max suggested I visit with Merry to explain the record that has been
122009 - created.  She can then decide if she wants specific assistance.
122010 -
122011 -      [See meeting with Merry on 970217, ref SDS 8 line 139.]
122012 -
122013 -      [See later meeting on 970417 where the person is "Paul" ref SDS
122014 -      10 line 117, and he works for John Azeveda, ref SDS 11 line 109.]
122015 -
122016 -
122017 -
122018 -
1221 -

SUBJECTS
Invoice period 961111 961226

1304 -
130401 -  ..
130402 - Payment Being Processed
130403 -
130404 - Followed up work at ref SDS 6 line 139.
130405 -
130406 - Tom said he asked Rose to call again on my invoice.  He will let me
130407 - know later today or tomorrow on the results.
130408 -
130409 -
130410 -
130411 -
1305 -
Distribution. . . . See "CONTACTS"