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


S U M M A R Y


DIARY: February 23, 1997 12:26 PM Sunday; Rod Welch

Develop scope of services for Port of Richmond project.

1...Summary/Objective


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CONTACTS 

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

0706 -    ..
0707 - Summary/Objective
0708 -
070801 - Followed up work at ref SDS 15 line 68, ref SDS 14 line 67.
070802 -
070803 - Completed first draft of changes to scope of services for Quality
070804 - Assurance on Richmond project that includes Communication Metrics.
070805 -
070806 -    [Reviewed draft with Tom Keesling at ref SDS 16 line 97.]
070807 -
070808 -
070809 -
0709 -
0710 -
0711 - Progress
0712 -
071201 - One of the challenges is that the Project Engineer is not responsible
071202 - for signing correspondence, so this means there should be provision
071203 - for circulating drafts to the RE and others in the Corps, such as the
071204 - Contracting Officer and Construction Manager.  What may happen is that
071205 - drafts will be prepared for signature by the RE at the Project Office.
071206 - Need Max's and Leonard's approval on how they want to handle this.
071207 -
071208 -      [This was addressed in meeting with Leonard and Tom Keesling on
071209 -      970225, per, ref SDS 17 line 172.]
071210 -
071211 - I changed the Communication Metrics Requirements para 3b from saying
071212 - it is for the Project Engineer, and instead say it supports Quality
071213 - Assurance of Contract Administration, ref OF 3 line 207.  Even this
071214 - may be incorrect, in that Quality Assurance could be an aspect of
071215 - Contract Administration.  Communication Metrics on the Oakland Harbor
071216 - project supported the COE management team.
071217 -
071218 -  ..
071219 -
071220 - Are daily reports supposed to be one for each 8 hour shift, so there
071221 - are three reports, or is there a single inspection report for all
071222 - three shifts each day?  ref OF 3 line 328
071223 -
071224 - Worked some more on the possible conflict in how reports are to be
071225 - submitted in the original Section C which under para 4e checkpoint 5
071226 - seems to call for submission on typewritten or handwritten media, and
071227 - also in computer media, Wordperfect or other approved program, ref OF
071228 - 2 line 215, as considered at ref SDS 14 line 364.
071229 -
071230 - The difficulty is that government forms are conducive to being
071231 - prepared by hand.  If they are prepared by computer, it could require
071232 - considerable work to design forms that look like the printed
071233 - documents.  The alternative is simply to number the fields and post
071234 - them more or less vertically in ASCII, which is what will have to be
071235 - done for integration with SDS.  I have tried specifying that A-E
071236 - Inspector submit information in a manner that makes it conducive to
071237 - integrate into SDS, ref OF 3 line 198.
071238 -
071239 - There is a call for a monthly manhour report, ref OF 2 line 231.  It
071240 - is not clear, but it seems to be a report showing activity by the A-E
071241 - on the project, as opposed to reporting on the Contractor.  However,
071242 - there is not evident requirement for the Monthly Summary Report, which
071243 - is being produced by Gahagen & Bryant on the Oakland Harbor project.
071244 -
071245 - I moved the "Unsatisfactory Work" provision from "Personnel" to a
071246 - separate paragraph 5 above payments, where this matter is also
071247 - mentioned, and I cross referenced these two provisions.
071248 -
071249 - Made "Payments" a major heading, since all this does is tell the A-E
071250 - where to submit payments.
071251 -
071252 - We may need a section on Distribution of where to send various
071253 - reports, although this can be added to "Reports" under Schedule of
071254 - Services.
071255 -
071256 - I eliminated "Responsibilities" and made "Payments" and "Personnel"
071257 - separate major headings.  Normally "responsibilities" differentiates
071258 - or otherwise clarifies responsibilities between the parties. This
071259 - section does not seem to do that.  If there is a list of grey areas
071260 - that needs such clarification, we can add a Responsibilities section.
071261 -
071262 - We need to recognize that COE will be implementing automated
071263 - management systems, including RMS, CFMS, Open Plan and PROMIS which
071264 - will be phased in during the course of the Richmond Harbor project.
071265 - Cited this in the training section, 7c(2)(iii), to indicate that COE
071266 - will be responsible for training A-E to implement new business
071267 - systems, ref OF 3 line 562.
071268 -
071269 - Identified A-E authorized representative and specified that A-E
071270 - subcontract Communication Metrics, and designate a qualified
071271 - Communication Manager, per ref OF 3 line 314, and at ref OF 3 line
071272 - 662.
071273 -
071274 -
071275 -
0713 -
0714 -
0715 - 1800 meeting with Bill Benkavitch
0716 -
071601 - He suggests leaving the "checkpoint" terminology since it is a
071602 - standard government contracting expression.
071603 -
071604 - He suggests that changing the title from Dredging Inspection Services
071605 - to "Quality Assurance Support" may impact a traditional scope used in
071606 - COE.  We discussed the consideration given this point in the meeting
071607 - with Tom Keesling on Friday, ref SDS 13 line 233.
071608 -
071609 - He suggests providing an alternate integration of Communication
071610 - Metrics, in case the broader description that resulted in some format
071611 - changes, is not needed.
071612 -
071613 - Bill feels the scope of services should accomplish the computer
071614 - procurement in a different manner from a direct purchase, as presently
071615 - shown in para 3b(9), ref OF 3 line 275.
071616 -
071617 -     [Tom Keesling made same point the next day, ref SDS 16 line 223.]
071618 -
071619 -     [See follow up sending notes of meeting with COE on 970225, ref
071620 -     SDS 17 line 81, to Bill, ref SDS 18 line 101.]
071621 -
071622 -
071623 -
0717 -
0718 -
0719 - 1912 Created Second version
0720 -
072001 - This one will make minimal references to Communication Metrics.
072002 -
072003 -     [See disposition from meeting with Tom on Monday, ref SDS 16 line
072004 -     106.]
072005 -
072006 - I also changed the Schedule of Services to use the term "checkpoints"
072007 - per Bill's explanation that it is a common term, ref OF 3 line 323.
072008 -
072009 -
072010 -
0721 -
0722 -