CONTACTS 
0201 - Corps of Engineers, SFD            415 977 8400 fax 8483
020101 - Mr. Max R. Blodgett, II, P.E., L.S.
020102 - Construction Operations Division   =415 977 8480
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, Sausalito      415 331 0404 fax or 800...
020301 - Mr. Leonard SooHoo, P.E.; Chief; Construction Service Branch
0204 - Corps of Engineers, Sausalito      415 331 0404 fax or 800...
020401 - Mr. Mike Murphy; Project Engineer
020402 - Construction Service Branch =Telephone/fax
0205 - Corps of Engineers, SFD            415 977 8400 fax 8483
020501 - Mr. Ken Kuhn; Chief, Civil Design Branch =415 977 ____
020502 - Engineering Division
0206 - Corps of Engineers, SFD            415 977 8400 fax 8483
020601 - Mr. Chris Shields; Civil Design Branch =415 977 ____
020602 - Engineering Division
0207 - Corps of Engineers, SFD            415 977 8400 fax 8483
020701 - Ms. Merry Goodenough, ESQ; Office of Counsel =415 977 8647
0208 - Corps of Engineers, SFD            415 977 8400 fax 8483
020801 - Mr. Ted Bruch; Construction Manager =415 977 ____
020802 - Construction Operations Division   =415 977 8480

SUBJECTS
Richmond Scope of Services, 970225
COE Staffing
Staffing of Project
Construction Services Branch

1006 -    ..
1007 - Summary/Objective
1008 -
100801 - Followed up ref SDS 6 8494, ref SDS 3 8333.
100802 -
100803 - More work is needed on position-descriptions for expanding CSB. Made
100804 - further edits on RMS Information Flow chart. Planned field trips to
100805 - research RMS usage at other COE installations.  Reviewed Schedule on
100806 - Richmond.  Interim assignments may be needed for Project Engineer and
100807 - Inspectors.  Interim AE Inspection support will be investigated from
100808 - Engineering Division's AE contract.  Need to reconcile recent survey
100809 - results with specified bid quantities.  CON OPS will perform BCR on a
100810 - small project so it can be bid to maintain funding for the overall
100811 - project.  Legal Division needs support on the Oakland/Dutra matter.
100812 -
100813 -
100814 -
100815 -
100816 -
1009 -
1010 -
1011 - ë0R11 Discussion
1012 -    ..
1013 -
101301 - Organizational & RMS Implementation Planning - Need More Research
101302 -
101303 - Follow up ref SDS 6 line 357.
101304 -
101305 - Distributed and reviewed notes, ref DIT 2 line 32. of meeting on
101306 - 970320, ref SDS 8 line 88.
101307 -
101308 - Tom reviewed the subjects to cover in the meeting this morning, from
101309 - our meeting on 970320:
101310 -
101311 -  ..
101312 -
101313 -     1.  What are the organizational requirements to accomplish mission
101314 -         of managing contracts using COE procedures (e.g., CCA Guide)
101315 -         based on the work load of the Construction Services Branch
101316 -         over the next few years, and in particular to prepare for the
101317 -         4 major projects that will be started this year?
101318 -
101319 -  ..
101320 -         ..
101321 -     2.  What are hardware/software requirements to implement RMS
101322 -         for the organization needed under point 1?
101323 -
101324 -     3.  What planning and support is needed to adequately perform
101325 -         steps 1 and 2?
101326 -
101327 - Mike Murphy submitted an updated chart he prepared to support RMS. The
101328 - chart contains changes discussed at the meeting on 970320, ref SDS 8
101329 - line 127.  It includes a node for the Humbolt project.
101330 -
101331 -
101332 -  ..
101333 - RMS Flow Chart Shows Improvement; Need Revision to Control Points
101334 -
101335 - The chart does not expressly identify "control points" discussed on
101336 - 970320, ref SDS 8 line 136, however, these can be inferred from the
101337 - information flow shown in the chart.
101338 -
101339 -     Project Engineer is the primary control from each project.
101340 -
101341 -        AE Inspection reports for each of the three work shifts are
101342 -        reviewed by COE inspectors and assembled for approval by
101343 -        Project Engineer.  Tom noted the need to add a flow line for
101344 -        Quality Control reports from General Contractor to COE
101345 -        Inspectors, who will resolve differences between GC and AE
101346 -        reports.
101347 -     ..
101348 -     RMS Manager is control point to organize daily record.
101349 -
101350 -     Resident Engineer is control point for release of information
101351 -     from Construction Services Branch to CON OPS.
101352 -
101353 - There is a node for Resident Office RMS Workstation.  The chart shows
101354 - a flow from the RMS Manager to the Resident Office RMS Workstation.
101355 - There is also a connection between this workstation and the Resident
101356 - Engineer.  There is also a dual flow line from the Resident Engineer
101357 - and a node for RMS TM Q/A Construction.  Mike explained this is his
101358 - workstation.  The chart appears to indicated that information would be
101359 - released from the Construction Services Branch from this node to CON
101360 - OPS.
101361 -
101362 - Mike explained the RMS TM Q/A Construction node is his assignment.
101363 - ..
101364 - It appears that the RMS Net Manager is intended to represent a
101365 - computer server.
101366 -
101367 - Max suggested that Mike should manage the RMS Net Server, as Tom
101368 - Keesling's Technical Manager.  He can draw support from District IMO,
101369 - as shown on the chart.  The Office Engineer and the Contract
101370 - Administrator will perform review of information from projects to
101371 - prepare it for signature by the Resident Engineer, Leonard, or his
101372 - designee, usually the Office Engineer.
101373 -
101374 - This scenario seems to mean that the Resident Office RMS Workstation
101375 - is unnecessary, or is otherwise accomplished by the RMS Net Manager
101376 - server station, and by Mike's role as Technical Manager, as RMS TM Q/A
101377 - Construction Manager.
101378 - ..
101379 - There was discussion that on each project the A/E Inspection
101380 - Service node should include the General Contractor's Quality Control
101381 - operations as well.  Three shifts of information need to be assembled
101382 - into a single report that is reviewed and approved by the Project
101383 - Engineer, as discussed at the meeting on 970320, ref SDS 8 line 157.
101384 -
101385 - There was no discussion of the method for signing-off on these reports
101386 - using the electronic signature card, per the discussion on 970320, ref
101387 - SDS 8 line 139.
101388 -
101389 - It appears that the Office Engineer can be the backup signature for
101390 - the Resident Engineer.  The Construction Manager should also be in
101391 - this chain to ensure uninterrupted information flow in the face of
101392 - absences, per the meeting on 970320, ref SDS 8 line 146.
101393 - ..
101394 - Discussion at the meeting today on office organization, below,
101395 - did not directly address the number of Office Engineers that may be
101396 - needed to adequately perform the reviews of daily information flows
101397 - from the projects, as discussed on 970320, ref SDS 8 line 163.  One
101398 - may be enough for 3 projects or 10 projects, but at some point,
101399 - further support is needed.
101400 -
101401 - There was no discussion of the number and configuration for servers to
101402 - control release of information, as considered on 970320, ref SDS 8
101403 - line 149.
101404 -
101405 - There was no discussion on release of information from CON OPS, which
101406 - is the originating source, to PPMD and CEFMS, per ref SDS 8 line 174.
101407 -
101408 -
101409 -  ..
101410 - Organizational Job Descriptions Need Improvement
101411 -
101412 - Max advised that COE Personnel review staff in Sacramento have
101413 - requested more expansive descriptions for the new positions needed for
101414 - the Construction Services Branch, per discussion on 970328, ref SDS 13
101415 - line 332.
101416 -
101417 -     [See follow up getting approval of position descriptions, ref SDS
101418 -     22 line 126.]
101419 -
101420 - Tom recalled submitting a report to Max on re-organizing the
101421 - Construction Services Branch.  He explained the need to revise the job
101422 - descriptions to meet requirements posed by the Sacramento COE staff.
101423 - ..
101424 - Max indicated a letter is needed to Guy.  There was discussion
101425 - relating to Debbie.
101426 -
101427 - There was no specific review of the organizational chart discussed at
101428 - the meeting on 970320, ref SDS 8 line 187.
101429 -
101430 -     [See follow up preparing organization chart, ref SDS 23 line 74.]
101431 -
101432 -
101433 -  ..
101434 - Follow up Meeting
101435 -
101436 - We will meet next on 970424 at 0800 to review progress.
101437 -
101438 -     [Confirmed schedule for meeting at ref SDS 18 2105.]
101439 -
101440 -
101441 -
1015 -

SUBJECTS
Activity Flow
Project Engineer, Assign
Instructions to Field, CM, EM
Objectives/Requirements
Schedule

1508 -
150801 -  ..
150802 - Schedule Review Shows Expedited Support Required
150803 -
150804 - The team examined and discussed the construction launch schedule
150805 - identified as file 970331 dated today, ref OF 4 line 10.
150806 -
150807 - Mike suggested changing the description of WBS activity BBDH from
150808 - Engineering Report to "Instructions to Field," since that is a
150809 - standard term in the Corps of Engineers.
150810 -
150811 -      [This was done in a schedule update, ref SDS 15 0000.]
150812 -
150813 -
150814 - Max noted the need to acquire interim inspection support from the
150815 - Engineering Division AE contract in case the Luster contract cannot be
150816 - concluded in time for them to support construction launch activities.
150817 -
150818 -      [It was later decided not to do this.]
150819 -
150820 - ..
150821 - There was discussion that an interim Project Engineer should be
150822 - assigned to begin work on planning identified by WBS activity BCD:
150823 -
150824 -            Plans & Specs
150825 -            EIR
150826 -            Project Management Plan
150827 -            PCA
150828 -
150829 -    ...and to commence preparation of a Construction Management Plan,
150830 -    per discussion with Tom and Leonard on 970225, ref SDS 2 line 213.
150831 -
150832 -       [See follow up deciding not to assign interim Project Engineer,
150833 -       ref SDS 22 line 177.]
150834 -
150835 -  ..
150836 - Communication Metrics Support Helpful, Marketing Demonstration
150837 -
150838 - Max noted that the Construction Launch Schedule was well done, and
150839 - that COE should pay for it.  There was discussion that the schedule
150840 - was prepared as a marketing aid to demonstrate the meaning of "organic
150841 - subject structure," which is part of Communication Metrics support
150842 - being considered for Task Order 2 on Richmond, see para 3a(5), ref OF
150843 - 1 line 120.  Some COE staff have associated this with conventional
150844 - subject indexing and document control, ref SDS 8 line 369, so to
150845 - illustrate the difference and value added of using Communication
150846 - Metrics, it was necessary to prepare an example based on actual work.
150847 -
150848 -     [See follow up on developing procurement ref SDS 19 line 83.]
150849 -
150850 -     [See concern about "marketing" support at ref SDS 21 line 112.]
150851 -
150852 -
150853 -
1509 -

SUBJECTS
Facilities

1604 -
160401 -  ..
160402 - COE Will Develop Office Facilities
160403 -
160404 - Max left the meeting and brought Ted Bruch into the meeting, since he
160405 - will be the Construction Manager.  Tom Keesling provided a copy of the
160406 - construction Launch Schedule.
160407 -
160408 - There was discussion of Ted expediting coordination with the Port of
160409 - Richmond to identify the facilities for the Project Office.
160410 -
160411 - Leonard will send a LAN to the Port on status of facilities.
160412 -
160413 - Tom Keesling wants to inspect the proposed office to ensure there is
160414 - sufficient space for the 5 or 6 people who will be assigned there.
160415 -
160416 -       [See follow up on 970424, ref SDS 22 line 194.]
160417 -
160418 -
1605 -

SUBJECTS
A-E Consultant, Luster
RMS Research, Field Trips
Planning Time
RMS Review, CPM, CTM

2007 -
200701 -  ..
200702 - A-E Needs to Commence Research, Planning, Training, Mobilization
200703 -
200704 - Max noted the availability of AE support in the Engineering Division
200705 - that could be used, if the Contracting Division is unable to make
200706 - Luster available to perform the work in Task Order 1, ref OF 2 line
200707 - 225, in time to meet the schedule for starting construction.
200708 -
200709 - Work is needed on the deliverables specified in Task Order 1
200710 - checkpoint 4, ref OF 2 line 420, in order for COE to prepare the
200711 - Construction Management Plan.
200712 -
200713 -     1.  Review of Construction Contract Administration (CCA) Guide
200714 -     2.  RMS Implementation Plan
200715 -     3.  Joint Automation Plan
200716 -     4.  Safety Plan
200717 -     5.  Quality Assurance Plan
200718 -
200719 -    [Tom met with Luster on 970422 ref SDS 20 line 62, reported on
200720 -    970424 another meeting scheduled for oa 970430 to identify items
200721 -    Luster can perform, ref SDS 22 line 217.]
200722 -
200723 -
200724 -  ..
200725 - RMS Research Field Trips to Develop Information Flow
200726 -
200727 - Followed up work at ref SDS 6 line 240.
200728 -
200729 - Mike and Leonard plan to visit next week a COE installation where RMS
200730 - is being used.  Tom Keesling will try to join them.
200731 -
200732 -      [This visit was deferred to week of 970428, ref SDS 22 line 229.]
200733 -
200734 - There was discussion that research by exposure to daily implementation
200735 - is needed in order to learn the practicalities of using various parts
200736 - of RMS. Merely watching someone pull up forms on a screen and hearing
200737 - an explanation of how something could or is being used, does not
200738 - provide a foundation to design a system nor the implementation of a
200739 - system that can be used for daily management support.  Interviews with
200740 - inspectors and AE consultants performing daily input is helpful.
200741 - Following a chain of events from inception through the information
200742 - flow to release at control points will show how to design a system for
200743 - the San Francisco District that can be successful, including the level
200744 - of support needed to avoid and solve problems.
200745 -
200746 -      [This visit was deferred to week of 970428, ref SDS 22 line 229.]
200747 -
200748 -
200749 -
2008 -
2009 -

SUBJECTS
Cost, Audit
Sponsor Review

2305 -
230501 -  ..
230502 - Government Estimates and Audit
230503 -
230504 - Followed up work at ref SDS 6 0800.
230505 -
230506 - Leonard advised there has been no review as yet with the sponsor on
230507 - approving the budget for Communication Metrics, as discussed on
230508 - 970320.
230509 -
230510 - There was no report of scheduling this review.
230511 -
230512 -
230513 -
2306 -

SUBJECTS
Bid, Quantities
Plans & Specs
Engineering Report, CM, EM

2706 -
270601 -  ..
270602 - Bid Quantity Research Reconciliation
270603 -
270604 - The Chief of Engineering Divison and the Principal Engineer for the
270605 - Richmond project came into the meeting and asked Max to interrupt the
270606 - discussion so they could review with Max and Mike Murphy differences
270607 - in calculations on bid quantities for Richmond.
270611 -
270612 -      [On 970405 analysis of bid quantity issue. ref SDS 14 0000]
270613 -
270614 - Mike had evidently submitted a report via email that showed there is
270615 - more material to be dredged than is set out in the bid documents, and
270616 - Mike's report is based survey information that is more recent than
270617 - that used to establish the bid quantities.
270618 - ..
270619 - Chris explained defects he perceived in Mike's figures that
270620 - indicate the bid quantities should be changed by several hundred
270621 - thousand cubic meters.  This seems to be similar to the shoaling
270622 - matter that occurred on Oakland.  Chris showed Mike calculations and
270623 - compilations on documents he brought which Chris urged indicated the
270624 - currently published bid quantities are within 5% of the most recent
270625 - survey results.
270626 -
270627 - Chris and Ken expressed surprise that the bid quantities would have
270628 - remained constant from the date of the original survey, evidently
270629 - taken several years ago.
270630 -
270631 - Mike explained why he believed his memo to the Engineering Division
270632 - was correct and that consideration should be given to adjusting the
270633 - bid quantities.
270634 -
270635 -     [On 970418 report that bid date was extended, ref SDS 17 2176.]
270636 -
270637 -     [On 980613 reviewed article on scope creep that indicates
270638 -     communication is primary cause of management problems, ref SDS 24
270639 -     4302]
270640 -
270641 -
270642 -
270643 -
270644 -
2707 -

SUBJECTS
Petaluma, 970404

2804 -
280401 -  ..
280402 - Petaluma or Humbolt Small Project Needs BCR on Bid Documents
280403 -
280404 - Ken Kuhn advised that Engineering needs the Build and Constructability
280405 - Review by CON OPS to release a portion of one of these project for
280406 - early bid in order to meet funding deadlines.  Engineering has created
280407 - a project that will cost about $1M which can be let for bids and this
280408 - will preserve funding for the rest of the project later in the year.
280409 -
280410 - Plans and specs are in Max's office.
280411 -
280412 - Leonard and Max will perform this review to meet Engineer's target
280413 - date for bidding the project.  There was discussion this may require
280414 - some weekend work to
280415 -
280416 -
280417 -
280418 -
2805 -

SUBJECTS
Oakland Harbor Project
Dutra Bankruptcy Filing Chapter 11
Litigation Support, Oakland
Legal Support
Legal Help on Oakland

3308 -
330801 -  ..
330802 - COE Counsel Request Support for Dutra Litigation Research
330803 -
330804 - Follow up ref SDS 1 8839.
330805 -
330806 - Merry Goodenough came into the meeting and ask Max to interrupt the
330807 - discussion so she could introduce COE's counsel from the Portland
330808 - office who is assisting the San Francisco District on the Dutra
330809 - Bankruptcy matter.
330810 -
330811 - Merry and her colleague explained they need assistance preparing a
330812 - physical inventory on Dutra's equipment to distinguish what they own
330813 - from equipment they are using and may list in bidding the Richmond
330814 - project.  This information will be used to assess a bid that might be
330815 - submitted by a Dutra entity, other than the organization performing
330816 - the Oakland Harbor project.  COE is concerned that Dutra will bid the
330817 - project under a different name and claim assets that are part of the
330818 - bankruptcy proceeding.  They want to perform this research to enable
330819 - COE to disqualify Dutra's bid if it is not supported by sufficient
330820 - assets.
330821 - ..
330822 - Merry asked Mike Murphy if he could assist counsel in taking
330823 - this inventory.
330824 -
330825 - Mike said he does not have enough time.
330826 -
330827 - Mike explained his schedule is dedicated to CSB Operations and new
330828 - projects for the next number of weeks.
330829 -
330830 - There was no follow up on this matter scheduled during the meeting.
330831 -
330832 -     [On 970417 Merry requested SDS record. ref SDS 16 6828]
330833 -
330834 -     [On 970417 not have enough time to issue contract to obtain
330835 -     Communication Metrics support. ref SDS 16 9004]
330836 -
330837 -     [On 970722 Merry advised Communication Metrics support would aid
330838 -     District's litigation on Oakland.
330839 -
330840 -
330841 -
3309 -
3310 -