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


S U M M A R Y


DIARY: February 21, 1997 01:40 PM Friday; Rod Welch

Develop scope of services for Port of Richmond project.

1...Summary/Objective
....."contract" referring to the requirements for performing
...........During initial staging of Quality Assurance procedures, the
.....Quality Assurance Representatives must, at a minimum, have had

ACTION ITEMS.................. Click here to comment!

1...We need to implement a consistent attachment method. There are
2...Checkpoint meetings each week between A-E Project Manager(s) and the

CONTACTS 
0201 - Corps of Engineers, SFD            415 977 8400 fax 8483
020101 - Mr. Thompson F. Keesling, Architect; Assistant Chief =415 977 8473/8701
020102 - Construction Operations Division   =415 977 8480

SUBJECTS
Richmond Harbor Deepening
Staffing of Project
Construction Branch
Port of Richmond

0706 -    ..
0707 - Summary/Objective
0708 -
070801 - Follow up ref SDS 13 0000.
070802 -
070803 - Completed scanning Section C scope of services and began incorporating
070804 - Communication Metrics into the specification.
070805 -
070806 -
070807 -
0709 -
0710 -
0711 - Progress
0712 -
071201 - Began draft to incorporate Communication Metrics scope into scope of
071202 - services for Quality Assurance on Richmond Harbor Project:
071203 -
071204 -                          SECTION C
071205 -                 DREDGING INSPECTION SERVICES
071206 -                      SCOPE OF SERVICES
071207 -
071208 -    ...which is scanned into the record at ref OF 2 line 8, per
071209 -    ref SDS 13 line 163.
071210 -
071211 - ..
071212 - There is a question about the meaning of the following at
071213 - ref OF 2 line 36:
071214 -
071215 -     The A-E shall make appropriate use of information furnished by
071216 -     this scope of services and according to the time schedule stated
071217 -     herein.
071218 -
071219 -
0713 -
0714 -
0715 - 1401 called Tom
0716 -
071601 - Asked about the meaning of the above.  He said it refers to the need
071602 - for A-E to make proper and timely distribution of information it must
071603 - generate under the contract.  We considered clarifying this language
071604 - and Tom suggested I prepare something for this purpose.
071605 -
071606 -
071607 -
071608 -  ..
0717 -
0718 -
0719 - 1433 Began Scope with Communication Metrics
0720 -
072001 - Prepared ref OF 3 line 20.
072002 -
072003 - Will change the name per discussion with Tom ref SDS 13 line 183.
072004 -
072005 -
072006 - Changed at ref OF 2 line 12:
072007 -
072008 -     2.  DESCRIPTION OF WORK: The Architect-Engineer, hereinafter
072009 -
072010 -     referred to as A-E, shall perform continuous inspection of new
072011 -
072012 -     and O&M dredging for Richmond Harbor Deepening Project.
072013 -
072014 -
072015 - ...to, at ref OF 3 line 25:
072016 -         ..
072017 -     3.  DESCRIPTION OF WORK: The Architect-Engineer, hereinafter
072018 -
072019 -     referred to as A-E, shall perform continuous inspection services
072020 -
072021 -      ..
072022 -     and Communication Metrics of new and O&M dredging for the
072023 -     -------------------------
072024 -     Richmond Harbor Deepening Project, hereinafter the "project" or
072025 -                                        ----------------------------
072026 -     "contract" referring to the requirements for performing
072027 -     -------------------------------------------------------
072028 -     construction dredging.
072029 -     ----------------------
072030 -
072031 -
072032 - Added at ref OF 3 line 17.
072033 -
072034 -           Communication Metrics shall ensure accurate, timely
072035 -     understandings of project communications showing compliance and/
072036 -     or deviations with contract plans and specifications.
072037 -
072038 - ...then changed, per ref OF 3 line 21, it to this:
072039 -
072040 -           Communication Metrics shall provide alignment of project
072041 -     communications with contract plans and specifications, and shall
072042 -     maintain daily Action Items linked to original sources within an
072043 -     electronic diary and data base of project information organized
072044 -     for timely decision support.
072045 -
072046 -   ...for the following reasons:
072047 -
072048 -     One goal is to formulate a short statement comparable to that for
072049 -     inspection of the physical work.
072050 -
072051 -     "...timely understandings" is a bit nebulous and subjective
072052 -     because it relates to state of mind, whereas "alignment" can be
072053 -     objectively performed by linking to original sources.
072054 -
072055 -     We define a "deliverable" -  alignment of project communications -
072056 -     which is sufficiently expansive to cover writing both SDS records
072057 -     with analysis and linkages, and drafts of correspondence in order
072058 -     to demonstrate alignment with contract plans and specifications.
072059 -     It also entails preparing meeting agendas and briefing managers to
072060 -     plan and prepare for meetings, and debriefing them after meetings
072061 -     to capture an accurate record, and keep decision makers adequately
072062 -     informed.
072063 -
072064 -     "...daily Action Items linked to original sources" is a simple way
072065 -     to describe the Schedule side of SDS that uses the record to
072066 -     manage the work, without having to specify SDS nor use a term like
072067 -     "automated integration" which could be considered a technique to
072068 -     accomplish the objective of tasks linked into the diary.
072069 -
072070 -     "...electronic diary and data base of project information" leaves
072071 -     room for including all correspondence, contracts, regs and so on,
072072 -     without having to include things like autocad files and other
072073 -     graphics stuff.
072074 -
072075 -     "...organized for timely decision support" covers the SDS record
072076 -     structure, the Subject Index and automated tools to provide
072077 -     portions of the record relevant to particular subjects quickly for
072078 -     use in daily decision support, i.e., managing the job.
072079 -
072080 -
072081 - Changed at ref OF 2 line 20:
072082 -
072083 -           During initial staging of the inspection procedures, the A-E
072084 -                                     --------------
072085 -     shall meet with the Contracting Officer's Authorized
072086 -
072087 -     Representative at either the project site, Construction Service
072088 -
072089 -     Branch in Sausalito, California, or in the San Francisco District
072090 -
072091 -     office at 333 Market Street, San Francisco, California, to insure
072092 -                                                                ------
072093 -     complete understanding of operating conditions, type of data
072094 -
072095 -      ..
072096 -     collected, reports, inspections to perform and analysis of
072097 -                                                ---------------
072098 -     inspection procedures and safety requirements.
072099 -     ----------------------------------------------
072100 -
072101 - ...to, at ref OF 3 line 25:
072102 -
072103 -           During initial staging of Quality Assurance procedures, the
072104 -                                     -----------------
072105 -     A-E shall meet with the Contracting Officer's Authorized
072106 -
072107 -     Representative at either the project site, Construction Service
072108 -
072109 -     Branch in Sausalito, California, or in the San Francisco District
072110 -
072111 -     office at 333 Market Street, San Francisco, California, to ensure
072112 -                                                                ------
072113 -     complete understanding of operating conditions, type of data
072114 -
072115 -      ..
072116 -     collected, reports, inspections to perform, procedures to follow
072117 -                                                 --------------------
072118 -     and safety requirements.
072119 -     ------------------------
072120 -
072121 -
072122 - Changed at ref OF 2 line 29:
072123 -
072124 -           The A-E shall furnish all necessary personnel, facilities,
072125 -
072126 -      ..
072127 -     equipment including safety equipment (PFD, shoes, hard hats,
072128 -     --------------------
072129 -     etc), materials, radios, drafting, typing, copying and
072130 -           ---------
072131 -     reproduction, stenographic services and transportation (except
072132 -
072133 -     crew boat transportation between the dock and the dredge) to
072134 -
072135 -     perform all quality assurance work as prescribed herein.
072136 -
072137 -
072138 - ...to, at ref OF 3 line 35:
072139 -
072140 -           The A-E shall furnish all necessary personnel, facilities,
072141 -
072142 -     and <0250
072143 -     and equipment, including safety equipment (PFD, shoes, hard hats,
072144 -         --------------------
072145 -     etc), radios, drafting, computers, scanning, copying and
072146 -                             -------------------
072147 -     reproduction, plus materials, stenographic services and
072148 -                   --------------
072149 -     transportation (except crew boat transportation between the dock
072150 -
072151 -     and the dredge) to perform all quality assurance work as
072152 -
072153 -     prescribed herein.
072154 -
072155 -
072156 -
072157 - Changed per discussion with Tom, above:
072158 -
072159 -           The A-E shall make appropriate use of information furnished
072160 -     by this scope of services and according to the time schedule
072161 -     stated herein.
072162 -
072163 - ...to the following at ref OF 3 line 42.
072164 -
072165 -           The A-E shall prepare and make timely distribution of
072166 -     information according to the schedules stated herein, and shall
072167 -     maintain such information in an appropriate manner, as directed by
072168 -     the Contracting Officer.
072169 -
072170 -
072171 - Changed section 3 "Requirements" at ref OF 3 line 72 by adding a
072172 - "General" heading under section "a", and making the lowercase letter
072173 - subsections in the original document, beginning at ref OF 2 line 70,
072174 - numerals, instead of letters, so there is a consistent outline
072175 - structure. Creaded a new section "b" for Communication Metrics using
072176 - the listing from the draft scope of services issued to Marc McGovern.
072177 - I added a another section c to provide support for Leonard in the
072178 - Sausalito office.
072179 -
072180 -     We need to implement a consistent attachment method.  There are
072181 -     no attachents to the document received from Tom Keesling
072182 -     yesterday, but several are mentioned in the document.  I have
072183 -     created some appendix, and call them letters.  We need to
072184 -     assemble all attachments and develop a consistent means of
072185 -     identification.
072186 -
072187 -
072188 - Changed section 4 Period of Services at ref OF 3 line 246, and
072189 - explaining the period of services will run for the duration of the
072190 - dredging construction contract.  The remainder of this section
072191 - discusses deliverables, or submissions, and so should be made a
072192 - separate section, possibly called responsibilities.
072193 -
072194 - Secton 5 is entitled "Responsibilities" but actually contains stuff
072195 - about where to submit billings and a long sped on personnel
072196 - qualifications, seems like it can be made into two new paragraphs on
072197 - Payment and Personnel.
072198 -
072199 - Think I want to change location of work and in that section explain
072200 - where various duties will be performed, and travel provisions.
072201 -
072202 -
072203 - Changed at ref OF 2 line 283:
072204 -
072205 -             (2)  Specific Qualifications - The A-E Construction
072206 -
072207 -     Quality Assurance <0315
072208 -     Quality Assurance Representatives must, at a minimum, have had
072209 -                       ---------------
072210 -
072211 - ...to, at ref OF 3 line 467:
072212 -
072213 -         (b)  Specific Qualifications - The A-E Construction
072214 -
072215 -     Quality Assurance inspectors must, at a minimum, have had
072216 -                       ----------
072217 - This reflects that this section pertains only to inspector
072218 - qualifications and not to Communication Metrics.
072219 -
072220 -
072221 - Schedule of Services, added this as para 5 after "Duration of
072222 - Services," at ref OF 3 line 287.
072223 -
072224 -     Tried to fix an apparent conflict in sequencing:
072225 -
072226 -     The description of the work says the A-E will meet with the
072227 -     Contacting Officer during the initial stating of Quality Assurance
072228 -     procedures to ensure complete understanding of operating
072229 -     conditions, reporting requirements, etc., ref OF 2 line 20.
072230 -
072231 -     The original checkpoint 1 under "Period of Services" says that
072232 -     within 5 days of award of the contract A-E shall assign personnel
072233 -     and submit a comprehensive management plan, ref OF 2 line 158 and
072234 -     at ref OF 2 line 169.
072235 -
072236 -     Seems like we need the meeting with the Contracting Officer to
072237 -     confirm the scope of work and conditions, in order to submit a
072238 -     plan.  So I moved the para on meeting with the Contracting Officer
072239 -     from the Description to the Schedule of Services and made it
072240 -     checkpoint 1, ref OF 3 line 289, then made the other stuff
072241 -     checkpoint 2, 3, etc.
072242 -
072243 -
072244 - I tried to roll up the description of how reports are to be prepared,
072245 - as explained for "report packages" shown in the original at ref OF 2
072246 - line 208, and put it above the types of reports to be submitted.
072247 - This seems to present a conflict because the language lists a series
072248 - of elements identified as (a), (b) and so on, then below that there
072249 - are additional paragraphs also labeled (a) and (b).
072250 -
072251 -      What is the distinction between these?
072252 -
072253 - I eliminated the paragraph that calls for prepareing reports on 8.5 x
072254 - 11 paper typwritten or handwritten, and also submitting reports on
072255 - Wordperfect or other software, ref OF 2 line 215, since this seems
072256 - conflicting.  I prescribed instead, that A-E submit daily reports
072257 - using a transmittal form listing the items in the report, ref OF 3
072258 - line 343.  I also say under Requirements para 3a(13) that A-E reports
072259 - shall submit to the extent practicable information in the form
072260 - requested by Communication Manager, ref OF 3 line 197.
072261 -
072262 -        [See follow up at ref SDS 14 line 106.]
072263 -
072264 -
072265 - Checkpoint meetings each week between A-E Project Manager(s) and the
072266 - Contracting Officer, ref OF 3 line 147, is this the same as the weekly
072267 - Progress Meeting with the Contractor?  If not, is A-E Project Manager
072268 - required to attend that meeting as well?  Shall Communication Metrics
072269 - be provided for the A-E Inspector meeting with the Contracting
072270 - Officer?  What is the practice on the Oakland Harbor project?
072271 -
072272 -
072273 -
072274 -
072275 -
072276 -
072277 -
072278 -
072279 -
072280 -
072281 -
072282 -
072283 -
072284 -
072285 -
072286 -
0723 -
0724 -
Distribution. . . . See "CONTACTS"