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


S U M M A R Y


DIARY: March 19, 1997 07:36 AM Wednesday; Rod Welch

Meeting Tom re scope svcs Richmond, organization chart.

1...Summary/Objective
2...Scope of Services Approved on Interim Basis
3...Report Results Meeting with Mike Murphy on RMS Status
4...Scope of Services - Section C
5...Luster National Interview, Scope Submissions
6...Organization Chart for Construction Services Branch
7...District Converting to MS Office, Word


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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

SUBJECTS
Richmond Scope of Services, 970225
Construction Svcs Branch, Organization
Resident Management System (RMS)

1005 -    ..
1006 - Summary/Objective
1007 -
100701 - Followed up work at ref SDS 26 line 86, ref SDS 24 line 94.
100702 -
100703 -
100704 -
100705 -
1008 -
1009 -
1010 - Progress
1011 -
101101 - Scope of Services Approved on Interim Basis
101102 -
101103 - Followed up work at ref SDS 26 line 100, ref SDS 24 line 108.
101104 -
101105 - Submitted scope of services for version 1 Task Orders 1 and Task
101106 - Orders 2, that incorporated the edits Tom and Leonard developed at our
101107 - meeting on Monday, per ref SDS 25 line 122.  Tom advised that Monti
101108 - has submitted a copy of the scope document we reviewed on Monday, to
101109 - Luster.  He said it was version 1 that provides for Inspection and RMS
101110 - support in Task Order 1, ref OF 5 line 12, and for Communication
101111 - Metrics under Task Order 2, ref OF 6 line 18, which is revised by the
101112 - submission this morning.
101113 -
101114 -      [See edits from Monti at ref SDS 30 line 296.]
101115 -
101116 -
101117 -  ..
1012 -
1013 -
1014 - 1242 visited Tom
1015 -
101501 - Report Results Meeting with Mike Murphy on RMS Status
101502 -
101503 - Reviewed results of the meeting with Mike this morning in Sausalito,
101504 - ref SDS 28 9550.  Tom is concerned about getting Mike the help needed
101505 - to adequatley plan and support RMS and the other systems.  He advised
101506 - of having visited the Sausalito office on Monday, evidently after we
101507 - met with Leonard here in the District, ref SDS 24 0000.
101508 -
101509 - Tom had seen the report Mike gave me and explained he needs something
101510 - correlated more with organizational requirements based on the number
101511 - of projects and other work to be performed in the District over the
101512 - next 5 years or so.
101513 -
101514 -      [On 970320 reviewed with Max and project team. ref SDS 29 0000]
101515 -
101516 -
101517 -
101518 -  ..
101519 - Scope of Services - Section C
101520 -
101521 - Tom said that Monti advised they need a section C after all, and so he
101522 - developed some language to characterize Communication Metrics, without
101523 - using that term, based on the language in Task Order 2.  He showed me
101524 - initial draft and we decided to do some edits to make it closer to the
101525 - version submitted this morning, ref OF 6 line 18.
101526 -
101527 -
101528 -
1016 -

SUBJECTS
Richmond Scope of Services, 970225
Construction Svcs Branch, Organization
PM for Inspection/RMS
AE Luster, Scope, Award

1607 -
160701 -  ..
160702 - 0440
160703 - Luster National Interview, Scope Submissions
160704 -
160705 - Tom said Monti is setting up a meeting with Luster next week, and that
160706 - he got a call from Rich Estes, Luster's VP Operations in their Morgan
160707 - Hill office, this morning after our discussion, above. Tom said Rich
160708 - wanted some clarification of inspection scope and terminology, and Tom
160709 - told him it is all defined further into the document.
160710 -
160711 -  ..
160712 - Tom sent an email later in the day on these matters at ref DRT 1 line
160713 - 24, noting the scope of services, ref OF 5 line 7, and ref OF 6 line
160714 - 7, was sent to Luster, per ref SDS 20 line 117,
160715 -
160716 -  ..
160717 - Luster has been approved by SBA and a meeting will be held soon, see
160718 - Tom's letter. ref DRT 1 0000.
160719 -
160720 -          [On 970320 received Monti's edits at ref SDS 30 7553.]
160721 -
160722 -      Tom notes possible limit on annual expense under this procurement
160723 -      method of $1M, ref DRT 1 line 32.
160724 -
160725 -      A solution is to charge the Communication Manager and the
160726 -      Communication Agent to other projects.
160727 -
160728 -         [See follow up at ref SDS 31 line 119.]
160729 -
160730 -  ..
160731 - We considered the advantage of having preliminary discussions with
160732 - Rich about what Communication Metrics means and the concept of the
160733 - assignment, so they are prepared to discuss it with Monti.  Tom said
160734 - Rich will wonder what it means.  He suggested I call Rich and have
160735 - this discussion.  He gave me a list of phone numbers from the business
160736 - cards provided by Luster from a meeting late last year, as follows:
160737 -
160738 -        Luster National
160739 -        A Luster Group Company
160740 -        Zachary Bedford
160741 -        President
160742 -        1406 Ingraham Street, N.W.
160743 -        Washington, D.C.  20011
160744 -        202 541 9880
160745 -        luster@luster.com
160746 -        fax 202 541 9882
160747 -
160748 -         ..
160749 -        Luster National A Luster Group Company
160750 -        Richard D. Estes,
160751 -        P.E. Vice President
160752 -        16780 Gallop Drive Morgon Hill,
160753 -        CA  95037
160754 -        408 778 2764
160755 -        luster@luster.com fax 202 541 9882
160756 -
160757 -         ..
160758 -        Ahmet N. Taspinar, PMP
160759 -        MBP Net
160760 -        93 Thousand Oaks
160761 -        Oakland, CA  94605
160762 -        510 569 7471
160763 -
160764 -  ..
160765 - Tom also showed a letter addressed to him in October 1996 from Luster
160766 - concerning a meeting with LTC Thompson.  It proposes providing support
160767 - for implementing the automated management systems, and may have
160768 - mentinoed the Richmond project.  Luster's proposal seems to fit pretty
160769 - well the Scope of Services for RMS support on Richmond, ref OF 5 line
160770 - 230, and actually seems to be a comprehensive support for the District
160771 - system program that Tom is managing, but I did not notice anything
160772 - about dredging inspection.
160773 -
160774 -  ..
160775 - Luster seems to propose using Ahmet Taspinar for project management
160776 - training.  Ahmet's background at PG&E and PMI are strong advantages
160777 - for this support.  Tom will discuss with Luster who they plan for
160778 - supervison of inspection and RMS support.
160779 -
160780 -  ..
160781 - Tom called Rich and left a message that he can call The Welch Company
160782 - for information on Communication Metrics and that this method was used
160783 - on Oakland with considerable success.
160784 -
160785 -     [On 970324 Luster submits a revised scope of work that omits
160786 -     Communication Metrics. ref SDS 32 4444
160787 -
160788 -     [On 970328 received call from Ahmet. ref SDS 33 0001
160789 -
160790 -
160791 -
160792 -
160793 -
160794 -
1608 -

SUBJECTS
Construction Svcs Branch, Organization
Construction Services Branch, Sausalito
Automated Management, Keesling's Assignment
Port of Richmond
Staffing Acquire

2208 -
220801 -  ..
220802 - Organization Chart for Construction Services Branch
220803 -
220804 - I stopped by Max's office to confirm our meeting for tomorrow morning
220805 - at 0800, and to thank him for the load of the CCA which I returned
220806 - this morning.
220807 -
220808 - While visiting with Max, I noticed the organization chart Mike Murphy
220809 - prepared was on Max's conference table.  I explained this is the chart
220810 - Mike was trying to send last week, ref SDS 21 8452, that got lost on
220811 - Monday, ref SDS 24 9556, but and reported this morning that it was
220812 - finally completed, ref SDS 28 4620.  Max did not know why the chart
220813 - was on his desk. I explained it will be part of our discussion with
220814 - Leonard and Tom Keesling tomorrow morning.
220815 -
220816 -      [See follow up preparing organization chart, ref SDS 34 0000.]
220817 - ..
220818 - I asked Max if I could take the drawing to review with Tom and
220819 - prepare for the meeting tomorrow?  Max said Tom just walked by his
220820 - office, so I got him and we took the chart next door to Tom's former
220821 - office and reviewed the chart.
220822 -
220823 - Initially, Mike's chart appears to primarily show how the connections
220824 - of personal computer workstations to a server, but it also seems to
220825 - have some correlation with District management structures and the
220826 - automated management systems being implemented, such as GIS, RMS,
220827 - CEFMS, etc.
220828 -
220829 - Mike has indicated a list with a code symbol showing where computers
220830 - need to be upgraded to adequately support RMS, and he has shown some
220831 - general management planning associated with the PCs.  He shows Tom
220832 - Keesling as a Project Manager beneath PPM.  We considered that this
220833 - needs to be changed to show Tom as a separate support resource for the
220834 - Automated Management systems in the District.
220835 - ..
220836 - We also need to account for all of the systems and to determine
220837 - the management resources needed to handle the work load, then assign
220838 - computers to fit that scenario.  This is the kind of planning Luster
220839 - can support, per its letter to COE.
220840 -
220841 - Name of Org chart program, per problem yesterday, ref SDS 27 line 64.
220842 -
220843 -    Looks like it is Powerpoint, and you select template, blank, and
220844 -    then there are some samples.
220845 -
220846 - Copy of org chart file for Leonard
220847 -
220848 -    Got a copy of the org chart Tom made.
220849 -
220850 -    I filed the chart in the directory:
220851 -
220852 -         f: 04 00064 00 mk kc 0005 orgcsb.ppt
220853 -
220854 -
220855 -
220856 -
2209 -

SUBJECTS
MS Office

2304 -
230401 -  ..
230402 - District Converting to MS Office, Word
230403 -
230404 - Tom advised that LTC Thompson issued instructions or set an objective
230405 - to convert the District to using MS Office, which means using Word,
230406 - Powerpoint and Excel.
230407 -
230408 - I purchased MS Office at ref SDS 27 line 54.
230409 -
230410 - Evidently this conversion was to have occurred as of last December,
230411 - but in Sausalito they are still using Wordperfect.
230412 -
230413 - Tom has discussed or plans to discuss with DE the need to schedule
230414 - training for District personnel to make this conversion.
230415 -
230416 -
230417 -
230418 -
Distribution. . . . See "CONTACTS"