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


S U M M A R Y


DIARY: March 29, 1997 04:29 PM Saturday; Rod Welch

Prepared notes of meeting with Tom on Richmond and his new assignment.

1...Subject/Objective

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1...3. We need the COE chart of accounts for tracking costs and/or

CONTACTS 

SUBJECTS
Richmond Scope of Services, 970225
WBS, Subject Index

0604 -    ..
0605 - Subject/Objective
0606 -
060601 - Followed up work at ref SDS 10 line 68, ref SDS 7 line 72, r
060602 - line 94, ref SDS 2 line 79.
060603 -
060604 - We need to upgrade the WBS for the launch schedule, per ref SDS 10 line
060605 - 115.
060606 -
060607 - Initially on 970326, ref SDS 8 line 148, we started with this:
060608 -
060609 -           CB   Planning
060610 -           CH   Budget
060611 -           CK   Project Team
060612 -           CM   Project Office
060613 -           FB   AE Contractor
060614 -           HB   Construction
060615 -
060616 -    For some reason when I made the actual assignments in the
060617 -    schedule, a lot of the assignments were single letter entries, and
060618 -    this does not work well.
060619 -
060620 - One consideration is that this structure should fit into any existing
060621 - structure, as a sublevel.  My perspective is also to develop a
060622 - structure that is conducive to the SI which likes two place levels.
060623 -
060624 -           BC       Planning
060625 -           BCBC       Objectives/Requirements
060626 -                        Plans & Specs, Engineering Report
060627 -                        PMP, PCA, CCA
060628 -           BC0216       Schedule Project Launch
060629 -           BC04       Organization
060630 -           BC02BC       COE Team
060631 -
060632 -                            Assign team leader for project launch and
060633 -                            develop staff needs for S&A site team.
060634 -                            Normally this should be the Construction
060635 -                            Manager, as the lead element, but could be
060636 -                            PM.
060637 -
060638 -           BCDCDC       AE Scope
060639 -           BCDCFC       Sponsor Role
060640 -           BCFC       Methods
060641 -           BCFCBC       Construction Management Plan
060642 -           BCFCFC       RMS Implementation
060643 -           BCFCHC       COE S&A Plan Ready
060644 -           BF       Budget
060645 -           BFBC       Develop Requirements
060646 -           BFDC       Sponsor Approval
060647 -           BFFC       Funding Authority
060648 -           BJ       CO Team S&A
060649 -           BJBC       Assign
060650 -           BJBCBC       Project Engineer
060651 -           BJBCGC       Inspectors
060652 -           BJDC       Train, Review
060653 -           BJDCBC       CCA Guide, CMP
060654 -           BJDCFC       RMS
060655 -           BJDCJC       Inspection
060656 -           BJDCMC       Safety
060657 -           BM       Project Office
060658 -           BM       Project Office
060659 -           DC       AE Contractor
060660 -           GC       Construction
060661 -
060662 - I am not happy with this WBS numbering sequence.
060663 -
060664 - What research is available to guide preparation of a WBS?
060665 -
060666 -     1.  Work at ref SDS 1 line 121 calls for identifying specific
060667 -         deliverables, which we seem to be doing.
060668 -
060669 -     2.  We need to define Port of Richmond as a stakeholder and to
060670 -         show responsibilities for this group as part of the project
060671 -         organizaitonal considerations, and show assignments of their
060672 -         time.
060673 -
060674 -              [Did this at ref SDS 12 line 82.]
060675 -
060676 -     3.  We need the COE chart of accounts for tracking costs and/or
060677 -         WBS, per discussion with Tom at ref SDS 10 line 173.
060678 -
060679 -     4.  WBS should use an easy to follow numbering system, ref SDS 1
060680 -         line 128.
060681 -
060682 -         A challenge of the numbering system is avoiding trying to make
060683 -         organizational and functional assignments and focus instead on
060684 -         products.  The responsibility WBS can apply organizational and
060685 -         functional stuff.
060686 -
060687 -
060688 -
060689 -
0607 -