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


S U M M A R Y


DIARY: April 28, 1997 06:44 AM Monday; Rod Welch

Develop Richmond/CSB organization chart; meeting with Tom Keesling.

1...Summary/Objective
2...Intern Trainees for RMS Support
3...Communication Metrics Procurement Memo to DE
4...Luster Project Manager/Inspector Personnel from G&B
5...Audit Due Today/Tomorrow; Meeting OA Thursday
6...AE Inspection Information Flow Through COE Inspectors
7...Organization Chart for Richmond Project
8...New Project Manager for Richmond
9...Project Management Process Development
10...AE Support Increased for Richmond Per Lessons Learned


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CONTACTS 
0201 - Corps of Engineers, SFD            415 977 8400 fax 8483
020101 - Mr. Thompson F. Keesling, Architect; Assistant Chief =415 977 8473
020102 - Construction Operations Division =415 977 8480

SUBJECTS
Richmond Scope of Services, 970225
COE Staffing
Staffing of Project
Construction Services Branch
Intern Program
Project Management Implementation
PPM and Automated Management Contract
Communication Metrics Advertise for Bids
Corps of Engineers, 970115

1411 -    ..
1412 - Summary/Objective
1413 -
141301 - Follow up ref SDS 26 0000, ref SDS 24 0000.
141302 -
141303 - Completed work on COE Construction Services Branch organization chart.
141304 - Prepared organization chart for the Richmond project. ref SDS 0 2185
141305 - Met and reviewed with Tom.  Discussed finalizing memo to DE on
141306 - Communication Metrics procurement. ref SDS 0 1771
141307 -
141308 -     [On 970430 improved organization plan. ref SDS 27 5955]
141309 -
141310 -
141311 -  ..
1414 -
1415 -
1416 - 0810 met with Tom
1417 -
141701 - Showed Tom the organization charts for CSB, ref OF 8 line 15, and
141702 - Richmond, ref OF 9 line 15 - created below, to accomplish the planning
141703 - discussed previously on 970225, ref SDS 3 3148, and at the meeting on
141704 - 970404, ref SDS 16 7400.
141705 -
141706 - Tom said the meeting last Thursday on 970424 with Max and Leonard
141707 - revealed that CSB has now received approval for the personnel to staff
141708 - Richmond, ref SDS 24 0330.
141709 -
141710 - He can review these management plans with Rich Estes when he meets
141711 - with Luster later in the week, per ref SDS 24 8402.
141712 -
141713 -
141714 -  ..
141715 - Intern Trainees for RMS Support
141716 -
141717 - There was no discussion on incorporating use of training interns into
141718 - CSB and Richmond organization staff needs, as discussed on 970320, ref
141719 - SDS 9 line 308.  This could be very useful for supporting
141720 - implementation of RMS at the projects.
141721 -
141722 -
141723 -  ..
141724 - Communication Metrics Procurement Memo to DE
141725 -
141726 - Tom advised DE is at a COE event this entire week for District
141727 - Engineers to meet and collaborate on common objectives, methods and to
141728 - discuss new ideas.
141729 -
141730 - Tom plans to finalize the memo, ref OF 6 0000, developed last week at
141731 - ref SDS 23 5555, to use Communication Metrics in the District, for
141732 - submission to DE when he returns next week.
141733 -
141734 -     [On 970501 submitted organization chart. ref SDS 28 8840]
141735 -
141736 -
141737 - Luster Project Manager/Inspector Personnel from G&B
141738 -
141739 - Follow up ref SDS 23 8859.
141740 -
141741 - Tom advised he suggested to Rich Estes that Luster contact Rick
141742 - Olejniczak at Gahagan & Bryant, for references to qualified dredging
141743 - personnel.  We considered possible advantage of COE making inquiries
141744 - with G&B to expedite process, since the job is scheduled to start
141745 - soon.
141746 -
141747 -
141748 -
141749 - Audit Due Today/Tomorrow; Meeting OA Thursday
141750 -
141751 - Tom confirmed understandings from the meeting with Max and Leonard
141752 - last Thursday, that Contracting Division expects to received the audit
141753 - results today or tomorrow, and then there will be a final negotiation
141754 - on or about Thursday to establish pay rates for Task Orders 1 and 2.
141755 -
141756 -
141757 -
141758 - AE Inspection Information Flow Through COE Inspectors
141759 -
141760 - The organization chart for Richmond submitted this morning (see next
141761 - record segment), reflects the RMS information flow chart presented by
141762 - Mike Murphy on 970404 in the meeting with Max, Tom and Leonard,
141763 - showing the QA reports for the three shifts will be assembled and
141764 - presented to Project Engineer by the COE Inspector, ref SDS 16 line
141765 - 149.
141766 -
141767 -
141768 -
141769 -
141770 -
1418 -

SUBJECTS
Richmond Scope of Services, 970225
Management Plan
Prepare CMP
Project Manager, COE, Keesling
Richmond Project Manager

2208 -
220801 -  ..
220802 - Organization Chart for Richmond Project
220803 -
220804 - Follow up ref SDS 26 line 89, ref SDS 24 line 110.
220805 -
220806 - Prepared an organization chart for the Richmond project, ref OF 9 line
220807 - 15, using Viso, per ref SDS 25 0000.  This makes the Richmond Project
220808 - Office the primary node.  The Construction Operations and PPMD nodes
220809 - are not needed because they do not directly interface with the
220810 - project.
220811 -
220812 - Added a node for the Port of Richmond interface with the Project
220813 - Manager who in tern interacts with Technical Managers for Construction
220814 - and Engineering.  These nodes have a liason relationship with the
220815 - Project Engineer.  It applies the PCA which calls for communication
220816 - between COE and Sponsor, but the COE Contracting Officer has legal
220817 - responsibility to direct the Contractor. This is reflected by the
220818 - direct link (dashed lines and arrow) between the Contracting Officer
220819 - and the General Contractor, per ref SDS 26 line 119.
220820 -
220821 -
220822 -  ..
220823 - New Project Manager for Richmond
220824 -
220825 - Tom Keesling is shown as Project Manager for Richmond, per ref SDS 14
220826 - line 122.  When I visited with Tom this morning, he said someone else
220827 - has now been assigned as PM for Richmond.  This is someone who has
220828 - been promoted into Project Management and so is new to the methods
220829 - being developed by Tom for the District, per ref SDS 14 line 131.
220830 -
220831 -      [See follow up at ref SDS 29 line 185.]
220832 -
220833 -
220834 - Project Management Process Development
220835 -
220836 - This is shown in greater detail than on the CSB organization chart. On
220837 - this chart the reciprocal information flow is between Tom and the
220838 - Communication Administrator.
220839 -
220840 -
220841 -
220842 -
220843 -
2209 -

SUBJECTS
Lessons Learned
SDS Captures History to Guide Future
Management Plan
Prepare CMP

2507 -
250701 - AE Support Increased for Richmond Per Lessons Learned
250702 -
250703 - We examined the increased management support shown in the Richmond
250704 - project organization chart relative to the AE organization shown for
250705 - Oakland.
250706 -
250707 - This reflects use of RMS, conversion to metric system, difficulties on
250708 - Oakland that warrant increased effort, per Contracting Officer's
250709 - objective on 961001, ref SDS 1 line 169, and COE evaluation of
250710 - Communication Metrics in the 970328 report, ref SDS 20 line 149, also
250711 - reflecting Contracting Officer's explanation on 961001, ref SDS 1 line
250712 - 110.
250713 -
250714 -
250715 -
250716 -
250717 -
Distribution. . . . See "CONTACTS"