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


S U M M A R Y


DIARY: April 30, 1997 08:01 AM Wednesday; Rod Welch

Edits on Richmond organization chart for Tom's meeting with Luster.

1...Summary/Objective
2...Future Changes - Communication Agent
3...Richmond Organization Chart
4...I created a new version today with a new file to be able to retain the
..............Dredging
..............Disposal
..............Environmental Protection
5...Made informational connections between COE Inspectors and GC Quality
6...Made informational connections between AE Inspectors and GC Dredging
7...Organizations Colored for Differentiation
8...Luster Organization Chart for Richmond AE Task Orders 1 & 2
9...I created two versions of this organization chart. The first version
10...Communication Metrics CBD Procurement Support
11...Luster AE Contract Negotiations


..............
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CONTACTS 

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 Agent

1310 -    ..
1311 - Summary/Objective
1312 -
131201 - Followed up work at ref SDS 26 line 86, ref SDS 25 line 89.
131202 -
131203 - Edited the organization charts for CSB and Richmond, and created two
131204 - versions of a chart for Luster showing Communication Metrics.  These
131205 - can be used for negotiations with Luster and to present the CBD
131206 - procurement to DE.
131207 -
131208 -     [See review with COE on 970501, ref SDS 27 line 79.]
131209 -
131210 -
131211 -
1313 -
1314 -
1315 - Progress
1316 -
131601 - Changed the directory and filename to reflect COE overhead account.
131602 -
131603 - Formerly we had a file:
131604 -
131605 -                   f: 04 00045 00 MK KC 0005 00101.VSD
131606 -
131607 -         This is an account for Welch projects with COE.  I therefore
131608 -         changed this to a planning account for COE Staffing at CSB:
131609 -
131610 -                   f: 04 00045 00 GC BC CC 00101.VSD
131611 -
131612 - The only change to this chart was to add Manson as the General
131613 - Contractor and to add Luster as the AE.  I increased the size of the
131614 - AE box for Richmond to provide better contrast with Oakland, where the
131615 - management structure did not work, as set out in the record on Monday,
131616 - ref SDS 26 line 235.
131617 -
131618 -
131619 -
131620 - Future Changes - Communication Agent
131621 -
131622 - I would like to move the Communication Agent so there is an interface
131623 - with the PM Process Development node.  This would better show the
131624 - implementation of the objective for Communication Metrics to support
131625 - Leonard between the District and the Projects.  The Communication
131626 - Agent becomes a synthesizing and analytical agent.
131627 -
131628 -      [See follow up creating this at ref SDS 28 line 98.]
131629 -
131630 -
131631 -
131632 -
1317 -

SUBJECTS
Richmond Scope of Services, 970225
Management Plan
Prepare CMP

1906 -
190601 -  ..
190602 - Richmond Organization Chart
190603 -
190604 - Follow up ref SDS 26 line 174, ref SDS 25 line 89.
190605 -
190606 - Did a lot of editing on this chart.  Initially, I changed the filename
190607 - to reflect this is a planning function.
190608 -
190609 - Formerly we had a file:
190610 -
190611 -                   f: 04 00045 00 MK KC 0005 00201.VSD
190612 -
190613 -         This is an account for Welch projects with COE.  I therefore
190614 -         changed this to a planning account for Richmond:
190615 -
190616 -                   f: 04 00045 00 GC KC 970221 0501.VSD
190617 -
190618 -         I used 0501 because we already have files 0101 - 0401.
190619 -
190620 - I created a new version today with a new file to be able to retain the
190621 - version given to Tom Keesling on Monday, ref SDS 26 9947.  This new
190622 - file has the new stuff described below:
190623 -
190624 -                   f: 04 00045 00 GC KC 970221 0502.VSD
190625 -
190626 -
190627 - Added Manson as General Contractor, per above and meeting on 970424.
190628 - ref SDS 23 6309
190629 -
190630 - Moved the node for the General Contractor off to one side and made
190631 - Construction, Superintendent the primary GC node interacting with the
190632 - Oakland Project office.  This reflects the contract requirement for
190633 - the General Contractor to "superintend" the work and thereby implies
190634 - the superintendent is the person recognized as in charge of the work.
190635 -
190636 - Moved GC Project Manager and the Contract Admin nodes to the right
190637 - side of the page in the vicinity of Communication Metrics node, to
190638 - reflect interaction among this group on Contract Admin.
190639 -
190640 - Moved the GC node off to the side and showed a legal link to the
190641 - Superintendent.  Also changed the legal link from the Contracting
190642 - Officer to the Superintendent rather than to the GC's project manager,
190643 - further reflecting that the Superintendent is the person in charge of
190644 - the work for the contractor.
190645 -
190646 - Added nodes for General Contractor as follows:
190647 -
190648 -              Dredging
190649 -              Disposal
190650 -              Environmental Protection
190651 -
190652 - Expanded the node for Contract Administration by showing some major
190653 - functions this role performs.  Created a link from GC Project Manager
190654 - to this Contrct Admin node, since much of this work may likely be
190655 - performed off-sight.
190656 -
190657 - Made informational connections between COE Inspectors and GC Quality
190658 - Control to reflect the RMS Information Flow chart discussions on
190659 - 970404, ref SDS 15 line 151.
190660 -
190661 - Made informational connections between AE Inspectors and GC Dredging
190662 - and Disposal nodes, since this is the primary work that is inspected.
190663 -
190664 -      [See review with Tom and with Max on 970501, ref SDS 27 line
190665 -      179.]
190666 -
190667 - Made GC Survey node a sub-connection to Dredging and to Disposal,
190668 - since this is the work that will be surveyed.  Made a connection from
190669 - GC Survey to GC Contract Administration because the surveys support
190670 - pay estimates.
190671 -
190672 -
190673 - Organizations Colored for Differentiation
190674 -
190675 - Gave GC and Port of Richmond a grey color to differentiate from COE
190676 - and on-site operations.
190677 -
190678 -
190679 -
1907 -

SUBJECTS
Richmond AE Management Plan (5b(1))

2104 -
210401 - Luster Organization Chart for Richmond AE Task Orders 1 & 2
210402 -
210403 - This will reflect the organization needed to provide support for Task
210404 - Orders 1 and 2 on Richmond.  It is a more detailed chart focused on
210405 - the Luster AE Task Orders that uses the Richmond Project organization
210406 - chart as a template.
210407 -
210408 - It needs to support both the Construction Services Branch, and the
210409 - Richmond project, and we need to show the Communication Manager in
210410 - this chart, which is not shown in the other charts, per meeting with
210411 - Tom and Leonard on 970225, ref SDS 2 line 141, ref SDS 2 line 280, and
210412 - Task Orders 1 and 2.
210413 -
210414 - I created two versions of this organization chart.  The first version
210415 - shows the full objectives of Communication Metrics support, and a
210416 - second version shows only the actual organizational relationships.
210417 -
210418 - Created first file:
210419 -
210420 -                   f: 04 00045 00 GC KC 970221 0601.VSD
210421 -
210422 -
210423 - Communication Metrics CBD Procurement Support
210424 -
210425 - This first version shows a structure for Luster as AE and Welch as a
210426 - subcontractor in the context of objectives for Task Order 1 and 2, and
210427 - it shows the interaction between Communication Manager and COE Project
210428 - Management Process Development manager, Tom Keesling.  It also shows a
210429 - relationship with CEFMS, PROMIS and RMS, since these are integral to
210430 - project management process assignment DE has given to Tom Keesling.
210431 -
210432 - Tom can use this version to support the CBD procurement for District
210433 - Communication Metrics support, as discussed in the draft memo to DE,
210434 - ref OF 6 line 112, per ref SDS 22 5555.
210435 -
210436 -
210437 -  ..
210438 - Luster AE Contract Negotiations
210439 -
210440 - Created second file:
210441 -
210442 -                   f: 04 00045 00 GC KC 970221 0602.VSD
210443 -
210444 - This version omits CEFMS, etc., and the Project Management Process
210445 - Development node, since this may be confusing in an initial discussion
210446 - with Luster about the role of the Communication Manager.
210447 -
210448 - It can be used for discussions with Luster in explaining how
210449 - Communication Metrics under Task Order 2 fits into COE's organization.
210450 -
210451 -     [See discussion with Tom and Max on 970501, ref SDS 27 0000.]
210452 -
210453 -
210454 -
210455 -
210456 -