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
Evaluation Welch Contract
2626 COE Contractor Evaluation
COE Newsletter Article
Tape Recordings in Place of SDS
Minutes Should be Liminted to What was
Notes are Too Long and Take too Much Time

1208 -    ..
1209 - Summary/Objective
1210 -
121001 - Follow up ref SDS 33 0000, ref SDS 32 0000.
121002 -
121003 - Showed Tom the memo for Herb, ref OF 2 line 8.  He okayed the format
121004 - and asked me to add Herb's signature block.
121005 -
121006 - He will review with Herb for approval.
121007 -
121008 - I forgot to include the scope of services for Richmond, so I need to
121009 - add it.  At this time we are using version 2 because it includes
121010 - Communication Metrics.
121011 -
121012 -
121013 -
121014 -  ..
1211 -
1212 -
1213 - 1126 called Leoanrd
1214 -
121401 - He is in San Francisco.
121402 -
121403 -
1215 -
1216 -
1217 - 1131 visited Tom Keesling
1218 -
121801 - He said Leonard is in the conference room for a progress meeting with
121802 - Dutra and the Port.  I noticed Tom White sitting at one end of the
121803 - table as I walked past the conference room in the CON OPS area.
121804 -
121805 -
121806 -  ..
121807 - Leonard's Comments on Communication Metrics Evaluation
121808 -
121809 - Follow up ref SDS 28 6659
121810 -
121811 - Tom will give Leonard the disk with Task Orders 1 and 2, and give
121812 - Leonard a copy of the Communication Metrics evaluation, and ask him to
121813 - approve the draft of a memo for him, ref OF 4 line 8, per team meeting
121814 - on 970320, ref SDS 28 line 524.
121815 -
121816 -      [On 970417 received approval from Leonard on Communication
121817 -      Metrics evaluation. ref SDS 36 8599]
121818 -
121819 -
121820 -  ..
121821 - Tape Recording Meetings
121822 -
121823 - Tom said the meeting is being tape recorded.  They will find this does
121824 - not improve management nor understanding, nor accuracy, nor will it
121825 - help the parties, for the reasons discussed at the meeting on 961126,
121826 - ref SDS 6 line 291.  They need understanding and that takes hard work
121827 - by a specialist to achieve.
121828 -
121829 - The transcript of the tape will not result in the simple summaries
121830 - requested by the Port, ref SDS 6 line 332.
121831 -
121832 -     [Actually, it later turned out they were not taping the meeting,
121833 -     but were listening to a tape of communications between a ship and
121834 -     the land control in relation to a shipping accident.]
121835 -
121836 -
121837 -
1219 -
1220 -
1221 - 1304 prepared evaluation draft for Max
1222 -   ..
122201 - Want to do something simple and executive for Max that relates
122202 - to his command decision to try Communication Metrics, his association
122203 - of the process with the idea of a Scribe, cultural challenges
122204 - concerning notetaking and command structure, and close with an example
122205 - of how it seems to be different from what he expected based on the
122206 - Todd/ Schnitzer and Galbraith matter.
122207 -
122208 - Relate our goal to evaluate and define Communication Metrics and to
122209 - see how it fits into the Corps Engineers culture.  Explain the
122210 - resistance to the idea of a notetaker asking questions, but that those
122211 - who work with the system, for example Marcus Tikotcsky reported
122212 - reservations, then said he finds the method effective.
122213 -
122214 -  ..
122215 -
122216 - Address his request for tracking "hiccups" by the Contractor, per the
122217 - record at ref SDS 2 8854, and to implement the Construction Contract
122218 - Administration (CCA) Guide.
122219 -
122220 -
122221 -
122222 - Accuracy of Notes, Review Process
122223 -
122224 - I also need to address the accuracy issue in the basic report by
122225 - citing the review process, per initial scope of services at ref DIP 3
122226 - line 168, in Task Order 2 para 5f(1), ref OF 10 line 334, and the
122227 - notice given to the contractor, as explained on the Oakland Harbor
122228 - project at ref SDS 4 line 71 and from meeting notes at ref SDS 5 line
122229 - 195.
122230 -    ..
122231 -    I think what should be done is to not enter this in the basic
122232 -    report since it might be alarming to some who are not used to the
122233 -    process of constructive disagreement, and instead just enter in a
122234 -    memo from Max that he requested me to capture hiccups and that the
122235 -    record was reviewed by the COE project team for accuracy.
122236 -
122237 -
122238 -
122239 -
122240 -
1223 -

SUBJECTS
Scope of Services
A-E Consultant, Luster

1505 -
150501 -  ..
150502 - Finalizing Scope of Services for Communication Metrics
150503 -
150504 - Follow up ref SDS 31 0000, ref SDS 29 8427.
150505 -
150506 - Tom showed a letter Luster submitted to Sue Fairchild.  It submits a
150507 - document that revises the scope for Task Order 2, changing
150508 - Communication Metrics to Contract Administration, and making a lot of
150509 - changes for which the intent and the impact is not clear.  In general
150510 - their submission seems to change the requirements to conventional
150511 - construction management. An example is that it calls the organic
150512 - subject structure a subject file; another is that Communication
150513 - Manager is changed to Contract Manager.
150514 -
150515 - I suggested that COE request Luster to submit specific questions they
150516 - have about the provisions of TO2 and/or changes it proposes and
150517 - explain what it wants to do differently.  COE can then review this to
150518 - prepare for a negotiating meeting.  [Tom did this per 1148 visit
150519 - below.]
150520 -
150521 -       [See call from Ahmet at ref SDS 35 0000.]
150522 -
150523 -
150524 -
1506 -
1507 -
1508 - 1148 visited Tom
1509 -   ..
150901 - We considered that since Luster has a copy of version 2 of the
150902 - scope of services, that sending them verson 4 would be confusing.  Tom
150903 - has suggested to Monti that they negotiate from version 2 and then
150904 - make any final changes in descriptions and scope based on version 2.
150905 - They can use version 4 as a basis to substitute language, if
150906 - necessary. This will help meet objective to use Communication Metrics
150907 - in the document, per our meeting on Friday, ref SDS 29 line 171.
150908 -
150909 -      [See report that v 4 was sent to Luster on 970326, ref SDS 34
150910 -      line 73.]
150911 -
150912 - Tom has sent an email to Monti on this, stating version 2 and 4 are
150913 - basically the same, and he requested Sue Fairchild to notify Luster to
150914 - submit any changes it wants to make in Task Order 2, per our
150915 - discussion this morning.
150916 -
150917 -      [See follow up at ref SDS 37 line 90.]
150918 - ..
150919 - They should similarly submit changes to TO1.
150920 -
150921 - Since we have not heard from Rich at Luster for an explanation of
150922 - Communication Metrics, per Tom Keesling's notice for them to contact
150923 - me at ref SDS 27 line 220, their conduct in submitting an alternate
150924 - scope for Task Order 2, suggests an agenda.
150925 -
150926 -        [See call from Ahmet at ref SDS 35 line 71.]
150927 -
150928 -
150929 -
1510 -