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


S U M M A R Y


DIARY: April 17, 1997 10:00 AM Thursday; Rod Welch

Meeting with Luster on Richmond project.

1...Summary/Objective
2...Staffing
3...Technology Support, RMS and Paragon
4...Paragon Proposed to Support Communication Metrics
5...Schedule Performance
6...Project Management Implementation Planning


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CONTACTS 
0201 - Corps of Engineers, SFD            415 977 8400 fax 8483
020101 - Mr. Thompson F. Keesling, Architect
020102 - Assistant Chief =415 977 8473/8701
020103 - Construction Operations Division =415 977 8480
0202 - Corps of Engineers, SFD            415 977 8400 fax 8483
020201 - Mr. Max R. Blodgett, II, P.E., L.S.
020202 - Construction Operations Division   =415 977 8480
0203 - Corps of Engineers, SFD            415 977 8400 fax 8483
020301 - LTC Richard G. Thompson; District Engineer

SUBJECTS
Richmond, AE Contract, Scope, Award, Audit
Richmond Luster Contract, 970417
Task Order 1, 2
Negotiations, Start to Start Work
Schedule
PM for Inspection/RMS

1208 -    ..
1209 - Summary/Objective
1210 -
121001 - Followed up work at ref SDS 10 line 56, ref SDS 6 line 84.
121002 -
121003 - Luster discussed with COE District senior management steps to support
121004 - the Richmond project.  They demonstrated today use of a software
121005 - program called Paragon.
121006 -
121007 -    [See follow up at ref SDS 11 line 176.]
121008 -
121009 -
1211 -
1212 -
1213 - Discussion
1214 -
121401 - Tom said this meeting was primarily for getting aquainted. He recalled
121402 - DE asking Ahmet Taspinar about his role on the project and that Ahmet
121403 - deferred the question to Luster.  A Luster representative advised that
121404 - Ahemt is consulting on project managemnet support.  The two former COE
121405 - District people who have been previously discussed did not attend the
121406 - meeting today.  Luster's approach was constructive and indicated
121407 - potential for a strong relationship with the District.
121408 -
121409 -
121410 -
121411 - Staffing
121412 -
121413 - There was no discussion of specific people Luster can provide to meet
121414 - the qualifications under Task Order 2.  In particular Luster did not
121415 - introduce its project manager, nor submit resumes, as prescribed in
121416 - Task Order 1 para 5a, ref OF 6 line 373.
121417 -
121418 -
121419 -
121420 -
1215 -

SUBJECTS
RMS Report (T15d(2))
Communication Metrics Control (T25d)
Task Order 2
Paragon, 970417

1907 -
190701 -  ..
190702 - Technology Support, RMS and Paragon
190703 - Paragon Proposed to Support Communication Metrics
190704 -
190705 - Tom recalled there was no specific discussion of Communication
190706 - Metrics, so evidently Luster did not explain its approach to
190707 - Communication Metrics, nor whether this has been previously submitted,
190708 - as reported by Tom on 970409. ref SDS 6 7938
190709 -
190710 -      [On 970424 report Luster proposes Paragon as a substitute for SDS
190711 -      to support Communication Metrics, ref SDS 14 7008.]
190712 -
190713 - Tom said Luster discussed a program called Paragon which they feel can
190714 - help COE implement RMS, rather than using SDS.
190715 -
190716 - This presentation was made primarily by Ray Shilling, who is the Chief
190717 - Marketing Officer of COMBASE.  It reflects the letter from COMBASE
190718 - dated 970410 to DE, ref DRT 1 line 21, submitting sample reports and
190719 - other marketing materials on Paragon.
190720 -
190721 -     [On 970422 prepared draft memo to DE for Luster to impelemnet RMS
190722 -     rather than use Paragon. ref SDS 13 8505]
190723 -
190724 -     [On 970728 Luster to compare Paragon with RMS for use on Richmond.
190725 -     ref SDS 15 8066]
190726 -
190727 -     [On 970911 USACE HQ requires use of RMS, ref SDS 16 8851]
190728 -
190729 - Tom asked if Paragon can track chronologies of understandings?
190730 - Someone from Luster advised it can be modified to do that.  He asked
190731 - if Paragon can assemble the documents and notes of calls, meetings and
190732 - analysis on particular subjects in order to perform comprehensive
190733 - research in responding to correspondence and formulating plans.
190734 -
190735 - Luster's representatives said Paragon cannot accomplish these POIMS
190736 - requirements for Communication Metrics.
190737 -
190738 -
190739 -
190740 -
1908 -

SUBJECTS
Richmond, CE, Planning, Schedule Activity Flow
Richmond, AE, Schedule, Mobilize
RMS Support, CCA Guide

2706 -
270601 - Schedule Performance
270602 -
270603 - Tom is meeting with Rich Estes next Tuesday to review the work COE
270604 - wants Luster to perform on Richmond.
270605 -
270606 -      [See follow up at ref SDS 12 line 127.]
270607 -
270608 -     This meeting should set a schedule for Luster to perform the work
270609 -     under Task Order 1 section 5a, ref OF 6 line 373, per deliverables
270610 -     in Requirements para 3d, ref OF 6 line 318.
270611 -
270612 -     Rich can demonstrate how Paragon can support the project.
270613 - ..
270614 - Tom said Max commented during the meeting that construction work
270615 - may start around mid-June.  Tom pointed out there is a lot of
270616 - preparation for implementing the CCA Guide and RMS that needs to be
270617 - accomplished in order for COE and the AE to be ready to perform
270618 - inspection when construction starts, as set out in Task Order 1
270619 - Requirements para 3d, ref OF 6 line 323, and in WBS level FH of the
270620 - construction launch schedule, ref OF 3 line 392.
270621 -
270622 -
270623 -
270624 -
2707 -

SUBJECTS
Keesling PM Develop District PM Process,
Project Management Implementation, Keesling
Integrate Comm Metrics, COE Contract Admin
Project Management Implementation
CCA Guide, RMS Research, Field Trips

3808 -
380801 -  ..
380802 - Project Management Implementation Planning
380803 -
380804 - Follow up ref SDS 1 line 129.
380805 -
380806 - Tom said the DE noted during the meeting that the San Francisco
380807 - District is developing Project Management implementation procedures.
380808 -
380809 - Tom recognized that Task Order 2 does some of ths research on the CCA
380810 - Guide and RMS in order for the AE to prepare for the Richmond project,
380811 - ref OF 6 line 225 and at ref OF 6 line 432, however, this was not
380812 - discussed during the meeting today.
380813 -
380814 -    [See follow up at ref SDS 11 line 144, and request by DE for
380815 -    suggestions at ref SDS 12 line 122.]
380816 -
380817 -
380818 -
380819 -
3809 -
Distribution. . . . See "CONTACTS"