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
Corps of Engineers, 970115
Richmond Harbor Deepening
Award, 5a, Audit, Scope
Task Order 1 and 2
Communication Metrics
PPM and Automated Management Contract
CSB, Sausalito Office
Communication Metrics Advertise for Bids, CBD
DE Review Comm Metrics Report
Time - Too Busy Being Busy

1712 -    ..
1713 - Summary/Objective
1714 -
171401 - Followed up work at ref SDS 23 line 65, ref SDS 20 line 136.
171402 -
171403 - Tom has met with DE and obtain additional scope for procurement of
171404 - management support in SFD.  May have approval to use Welch.  Award of
171405 - Richmond contract to Manson has been deferred due to Congressional
171406 - budget approval delays, and this defers Luster TO1.  Seems like audit
171407 - on Luster has been completed.
171408 -
171409 -
171410 -
171411 -
1715 -
1716 -
1717 - Discussion
1718 -
171801 - Tom said the files I submitted for Task Orders 1 and 2 worked fine,
171802 - per his request at ref DRP 3 line 30, and my letters, ref DIP 4 line
171803 - 30 and ref DIP 5 line 30 setting out considerations for negotiations
171804 - with Luster on TO2 for Communication Metrics.
171805 -
171806 - The audit for Luster's contract has been approved.  It sounded like
171807 - Luster's SB contract rates have been approved.
171808 -
171809 - Award of the Richmond contract to Manson has been delayed until about
171810 - mid-July due to lack of Congressional Budget approval, similar to what
171811 - happened last year with the Welch contract on Oakland, ref SDS 1 line
171812 - 101.  This approval is needed for O&M funding which is part of the
171813 - Richmond project, even though the Manson construction contract is
171814 - already funded.  Tom said they received a notification from Washington
171815 - D.C that the project cannot be awarded at this time.
171816 -
171817 - As a result discussions on Task Order 1 will be deferred until funding
171818 - is approved.
171819 -
171820 -
171821 -  ..
171822 - Communication Metrics in Task Order 2 Going Forward
171823 -
171824 - Followed up work at ref SDS 23 line 83.
171825 -
171826 - Tom said he met with DE two days ago and offered to review the report
171827 - on Communication Metrics, ref DRP 2 line 118, per planning at ref SDS
171828 - 7 line 215 and ref SDS 8 line 196.
171829 - ..
171830 - Tom advised that DE declined to review the report because he was
171831 - already familiar with it.  Possibly Max provided the report to DE. Tom
171832 - did not discuss this point.
171833 -
171834 -      [On 970624 DE reports not having seen the Communication Metrics
171835 -      report, ref SDS 25 8492.]
171836 -
171837 -
171838 - DE Requests Added Scope for District Management Support
171839 -
171840 - Tom said DE requested in their meeting additional management support
171841 - for Task Order 2, following up understandings at ref SDS 7 line 208.
171842 -
171843 - This additional support seems to be for the District and therefore not
171844 - specifically for the Richmond project.
171845 -
171846 - An implication from this record is that DE views Task Order 2 on
171847 - Richmond as generic support for the District, which was not the intent
171848 - of Task Order 2, although the current plan has been to use Task Order
171849 - 2 for that purpose during the pendency of a CBD procurement.
171850 - ..
171851 - Communication Metrics has been discussed with Max and Tom...
171852 -
171853 -      •  On 970403, ref SDS 5 5839, when Max aabout progress on a
171854 -         CBD procurement for Communication Metrics, ref SDS 5 8822, for
171855 -         the scope set on 970324. ref SDS 4 4444
171856 -
171857 -      •  On 970409 Tom planned to discuss it with Max, ref SDS 7 1980.
171861 -
171862 -      •  On 970422 DE requests suggestions on scope of TO2 and needs
171863 -         for mangement support in the District, ref SDS 8 4829. Memo
171864 -         was prepared to answer DE's request for recommendations, see
171865 -         ref SDS 9 0000
171866 -
171867 -      •  On 970423 Tom advised the draft memo to DE reflects his ideas
171868 -         for District management support, ref SDS 10 8888  On the same
171869 -         day the draft memo was discussed with Max. ref SDS 10 8844
171870 -
171871 -      •  On 970424 Tom received comments from Max on draft memo ref SDS
171872 -         11 5555.  He expects to finalize the memo to DE next week.
171873 -
171874 -      •  On 970428 provided organization charts showing position of
171875 -         Communication Metrics for management support requested by DE
171876 -         to support presentation memo; Tom advised he is finalizing
171877 -         memo to DE. ref SDS 13 0000
171878 -
171879 -      •  On 970501 Max was concerned that it was taking too long for
171880 -         CESPN to start the Communication Metrics CBD procurement, see
171881 -         ref SDS 14 2207.  He added a requirement for environmental
171882 -         reporting. ref SDS 14 4884
171883 -
171884 -      •  On 970502 Tom met with Max to finalize memo to DE on CBD
171885 -         procurement for Communication Metrics; however, the meeting
171886 -         turned out to focuse on changes to CON OPS under consideration
171887 -         by DE, ref SDS 17 6994.
171888 -
171889 -      •  On 970506 Tom received additional input from Max on
171890 -         organization of CON OPS and continued to consider memo to DE
171891 -         on Communication Metrics management support, ref SDS 17 line
171892 -         111.
171893 -
171894 -      •  On 970509 Tom reported articles in April issue of PM Network
171895 -         on project management in governemnet, were helpful.  He made
171896 -         copies for distribution among District managers.  Articles
171897 -         support using outside help to develop PM processes and make
171898 -         changes to organizational culture. ref SDS 20 6693
171899 -
171900 -    [On 970530 follow up discussion with Max, ref SDS 24 5662.]
171901 -
171902 -    [On 970624 met with DE who indicated disapproval of Communication
171903 -    Metrics that conflicts with experience in CESPN. ref SDS 25 0000]
171904 -
171905 -
171906 -  ..
171907 - DE May Have Approved Using Welch
171908 -
171909 - Tom seemed to indicate he advised DE that he and Max want to use Welch
171910 - for District support of automated management and Tom's assignment to
171911 - develop a project management implementation process, per draft memo,
171912 - ref OF 8 line 119.
171913 -
171914 - Tom further indicated he he got the impression that DE gave approval
171915 - for using Welch.
171916 -
171917 - It is unclear how strong the approval is on the basis of this record.
171918 -
171919 -    [On 970624 met with DE who indicated disapproval of Communication
171920 -    Metrics that conflicts with experience in CESPN. ref SDS 25 0000]
171921 -
171922 -
171923 -  ..
171924 - CBD Procurement Communication Metrics
171925 -
171926 - It seems that Tom has not yet submitted the memo, ref OF 8 line 21,
171927 - prepared at ref SDS 9 line 88, to DE setting out recommendations for
171928 - accomplishing management support for the District that is not related
171929 - to Richmond, per ref SDS 8 line 182.
171930 -
171931 - Tom indicated this morning he plans to develop a revised memo setting
171932 - out his recommendations to DE for District management support using
171933 - Communication Metrics, based on new objectives cited by DE in their
171934 - meeting two days ago, per above.  He will work on it over the weekend.
171935 -
171936 - We will meet next Wednesday to review Tom's draft, because he is busy
171937 - with automated management PM stuff on Monday and Tuesday.  We noted
171938 - his challenge to find the time to procure help needed to perform
171939 - District assignments in the face of a busy schedule performing these
171940 - assignment.  This is the classic delimma of being too busy as seemed
171941 - to have occurred previously, ref SDS 2 line 688.
171942 -
171943 -
171944 -  ..
171945 - Direct Award to Welch
171946 -
171947 - We considered this morning awarding this support directly to Welch
171948 - rather than through Luster, per discussion with Max on 970403, ref SDS
171949 - 5 line 195.  The procedure based on ideas advanced by Marcus Tikotsky
171950 - would reflect understandings from the meeting on 970110, ref SDS 2
171951 - line 798.
171952 -
171953 - An immediate award can be made to perform DE's objectives, in a
171954 - contract for under $100K, and a CBD procurement can commence for a
171955 - contract covering the next several years.
171956 -
171957 - This will accomplish the goal for COE to have direct control of
171958 - Communication Metrics as set out in Welch letter to Tom, ref DIP 5
171959 - line 58 issued at ref SDS 23 line 177.
171960 -
171961 -
171962 -
1720 -

SUBJECTS
Invoice period 961111 961226

1804 -
180401 - Payment to Welch
180402 -
180403 - Tom asked if I have been paid for COE work?  I explained having
180404 - received payment in March for the work ending on 961226. Tom said he
180405 - was asked if Welch has been paid.
180406 -
180407 -
180408 -
180409 -