THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: March 11, 1997 10:00 AM Tuesday;
Rod Welch
Meeting Tom, Leonard on Richmond contract.
1...Summary/Objective
2...COE Stopped RE Diary to Avoid Discovery
3...Tom Benero leaving in 5 weeks
4...Obtaining Input from COE Managers
5...Asked Max to Write a Report on Communication Metrics
6...Support for Implementing CCA Guide
..............
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CONTACTS
0201 - Corps of Engineers, Sausalito 415 331 0404 fax or 800...
020101 - Mr. Leonard SooHoo, P.E.; Chief; Construction Service Branch
0202 - Corps of Engineers, SFD 415 977 8400 fax 8483
020201 - Mr. Thompson F. Keesling, Architect; Assistant Chief =415 977 8473/8701
020202 - 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. Thomas Benero; Chief =415 977 8511; Contracting Division
SUBJECTS
Richmond Scope of Services, 970225
Accuracy, SDS Records Inaccurate
Discovery in Lawsuit
Conflicts, Discover/Correct/Notify
Discover Misunderstanding, Misunderstanding
Daily Log by Inspector
1208 - ..
1209 - Summary/Objective
1210 -
121001 - Followed up work at ref SDS 16 line 87, ref SDS 14 line 83.
121002 -
121003 - I went initially to Tom Benero's office, since the meeting could be
121004 - held there. He had Monti with him, but said the meeting is at 1330.
121005 -
121006 - I visited Tom Keesling and he said that after he sent the LAN message
121007 - setting the meeting at 1000 today, per Tom Benero's request, Tom
121008 - advised that they want the meeting at 1330 because Monti has a doctor
121009 - appointment this morning.
121010 -
121011 -
1211 -
1212 -
1213 - 1015 visited Max
1214 -
121401 - Advised we are meeting at 1330. I also mentioned my discussion with
121402 - Chuck Shoer yesterday on the requirement for a daily diary. ref SDS 16
121403 - line 180.
121404 -
121405 -
121406 -
121407 - COE Stopped RE Diary to Avoid Discovery
121408 -
121409 - Max said the requirement was dropped because some RE diary records had
121410 - been used by contractors in dispute resolution to establish liability
121411 - by the Government. We considered briefly the need for a Communication
121412 - Manager with the tools and skill to create an accurate record showing
121413 - where the Government performed its duties, as well as where the
121414 - Contractor did not, as discussed in the "Dialog, Documents and Human
121415 - Memory," paper that explains Concurrent Discovery as a positive force
121416 - to avoid litigation, ref OF 5 line 209. This was discussed with COE
121417 - most recently at ref SDS 6 line 110, and example was the solution to
121418 - the NSL problem at ref SDS 2 line 330.
121419 -
121420 - [See discovery of inspector log in CAA, ref SDS 22 line 97.]
121421 -
121422 -
121423 -
121424 -
1215 -
1216 -
1217 - 1330 visited COE
1218 -
121801 - Tom Keesling, Tom Benero and a woman whom I have not met were in the
121802 - small conference area in the PPM location. Tom Keesling said he sent
121803 - me an email that I am not needed at the meeting today. Leonard
121804 - showed up shortly after I arrived. I made a few comments that were
121805 - only pleasentries.
121806 -
121807 - [See follow up on results of meeting, ref SDS 18 line 87, and ref
121808 - SDS 19 line 88.]
121809 -
121810 - I gave them a copy of the scope of services we prepared the other day,
121811 - but not the meeting notes from 970225, ref SDS 11 line 77.
121812 -
121813 -
121814 - Tom Benero leaving in 5 weeks
121815 -
121816 - I mentioned hearing Tom is leaving in 3 weeks, and he said it will be
121817 - 5 weeks.
121818 -
121819 -
121820 -
1219 -
1220 -
1221 - 1613 called Leonard
1222 -
122201 - He said they want to segment Section C into 2 parts for Inspection and
122202 - Construction Management, and to break the funding into time frames
122203 - from June to the end of the fiscal year, which is in September and
122204 - then from September to the following fiscal year.
122205 -
122206 - Sounds like one objective is to distinguish the scope for Gahagan &
122207 - Bryant on the Oakland Harbor project from Construction Management,
122208 - which of course is fairly clearly done in the current scope. Leonard
122209 - indicated the plan is still to award the whole thing to a single A-E
122210 - and to subcontract Communication Metrics. Possibly, they do not want
122211 - to call it Communication Metrics because it has not been not accepted
122212 - by the DE.
122213 -
122214 - I will meet with Leonard tomorrow oa 1330 to assist in drafting the
122215 - changes they want.
122216 -
122217 - [See follow up on results of meeting, ref SDS 18 line 87, and ref
122218 - SDS 19 line 88.]
122219 -
122220 -
122221 -
122222 -
1223 -
1224 -
1225 - 2244 received Tom's Email
1226 -
122601 - This evening I retrieved ref DRT 1 line 30 which confirms Tom
122602 - Keesling's explanation at the meeting this afternoon, ref DRT 1 line
122603 - 19.
122604 -
122605 -
122606 -
1227 -
1228 -
SUBJECTS
COE Contractor Evaluation, Oakland
Takes Too Much Time to Read and Write
Not Enough Time to Read and Write
History of Project, Legal Support
Dispute Resolution
History Failure to Perform, Narravtive
Claim Team, Litigation Support
Build, Maintain Shared Meaning
2111 -
211101 - Obtaining Input from COE Managers
211102 -
211103 - Tom has received the draft issued to Max last week, with his comments
211104 - on the evaluation of Communication Metrics, but Max did not write a
211105 - report or letter to included in the appendix as intended. I said I
211106 - would discuss with Max the need for a letter.
211107 -
211108 - I explained Max's concern the other day that the evaluation is not
211109 - needed to award a contract on Richmond for Communication Metrics, ref
211110 - SDS 15 line 127. Tom and I discussed the purpose of the history on
211111 - the Oakland project in the report is to build a common understanding
211112 - about that background. Including it in the Communication Metrics
211113 - reports is just a simple way to do it. By doing "a" we also get "b"
211114 - accomplished which is needed at this time when claims are being made.
211115 -
211116 - Tom said Max is the only person who has responded so far, but his note
211117 - asked for responses by the end of this week.
211118 -
211119 -
211120 -
211121 - Asked Max to Write a Report on Communication Metrics
211122 -
211123 - When I met with Max per above, I thanked him for his comments on the
211124 - draft of the Communication Metrics report, and I explained that we
211125 - need a letter/memo to include with the evaluation.
211126 -
211127 - I offered to prepare a draft for Max that he can edit.
211128 -
211129 - [See follow up at ref SDS 25 line 85.]
211130 -
211131 -
2112 -
2113 -
SUBJECTS
CCA Guide Implement with SDS
Scope Services Next Phase Comm Metrics
Plannind, Richmond, CCA Guide
2906 -
290601 - ..
290602 - Support for Implementing CCA Guide
290603 -
290604 - Max noted that background on Dutra in the Communication Metrics report
290605 - indicates attention is needed on implementing USACE procedures.
290606 -
290607 - Max said he wants the AE Scope of Services for Communication Metrics
290608 - on Richmond to include support for implementing the CCA Guide. He said
290609 - the RE is responsible for applying the CCA Guide as needed on each
290610 - project. He wants to provide assistance for the Project Engineer in
290611 - carrying out applicable provisions on a daily basis. This reflects
290612 - previous discussions on 961204, ref SDS 3 8951, and again on 961206,
290613 - ref SDS 4 1204.
290614 -
290615 - I advised this objective is incorporated into the Scope of Services on
290616 - Richmond, based on planning with Tom Keesling and Leonard SooHoo,
290617 - e.g., meeting on 970225, ref SDS 11 8440.
290618 -
290619 - [On 970314 developed Task order 1 for AE to assist Project
290620 - Engineer implement the CCA Guide, ref SDS 20 SO6I; Task Order 2
290621 - calls for Communication Metrics to support CCA Guide, ref SDS 20
290622 - 2R4H
290623 -
290624 - [On 970315 analysis of front-end support for CCA Guide.
290625 - ref SDS 21 ZT4O
290626 -
290627 - [On 970317 project planning meeting reviewed scope of services for
290628 - Com Metrics to support implementation of CCA Guide. ref SDS 23
290629 - TZ6M
290630 -
290631 - [On 970328 reviewed support for CCA Guide again. ref SDS 24 WK4H
290632 -
290633 -
290634 -
290635 -
290636 -
290637 -
290638 -
290639 -
290640 -
290641 -
2907 -
2908 -
Distribution. . . . See "CONTACTS"