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


S U M M A R Y


DIARY: May 21, 1997 07:05 AM Wednesday; Rod Welch

Visited Tom on Communication Metrics procurement memo to DE.

1...Summary/Objective
2...Communication Metrics in Task Order 2
3...Problem Saving Document from A to C in MS Word
4...DE Requests Added Management Support Scope
5...DE Has Not Yet Approved Using Welch
6...CBD Procurement Communication Metrics
7...Direct Award to Welch
8...Budget for Richmond S&A
9...Submit COE Report on Communication Metrics to COE SAD
10...RMS Implementation Research


..............
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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
0202 - Corps of Engineers, SFD            415 977 8400 fax 8483
020201 - Mr. Max R. Blodgett, II, P.E., L.S.
020202 - Chief =415 977 8444; Construction Operations Division =415 977 8480

SUBJECTS
Corps of Engineers, 970115
Richmond Harbor Deepening
Award, 5a, 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
Organization Changes, Planning

1712 -    ..
1713 - Summary/Objective
1714 -
171401 - Followed up work at ref SDS 26 line 91, ref SDS 25 line 65.
171402 -
171403 -
171404 -
171405 -
171406 -
171407 -
1715 -
1716 -
1717 - Discussion
1718 -
171801 - Luster has the contract documents and is expected to return a signed
171802 - copy next week. Tom expects to negotiate Task Order 1, contrary to my
171803 - understandings at ref SDS 26 line 129.  Actually, it seems that TO1
171804 - may be negotiated but work will not commence until funding is
171805 - approved.
171806 -
171807 - Eric is the new COE Project Manager for Richmond.
171808 -
171809 - A Project Engineer is now hired.  Tom has worked with him previously.
171810 -
171811 -     [See follow up at ref SDS 29 line 122.]
171812 -
171813 -
171814 -  ..
171815 - Communication Metrics in Task Order 2
171816 -
171817 - Follow up ref SDS 26 8008, ref SDS 25 line 83.
171818 -
171819 - Tom seemed to clarify understandings from last week about DE having
171820 - seen the Communication Metrics report. ref DRP 2 6172, per planning on
171821 - 970418, ref SDS 9 7705 and ref SDS 10 8933.  Tom indicated this
171822 - morning that DE has not expressly said he has seen the report.
171823 -
171824 - Tom plans to submit the Communication Metrics report as part of a memo
171825 - to DE on District wide operations planning.
171826 -
171827 -     [On 970606 followed up. ref SDS 30 7381]
171828 -
171829 -     [On 970624 information that report had been submitted to DE.....
171830 -     ref SDS 32 7105.
171831 -
171832 -     [On 970624 DE had not seen report. ref SDS 33 8492]
171833 -
171834 -     [On 970625 report had been submitted to DDE with intent that DDE
171835 -     submit to DE. ref SDS 34 7503]
171836 -
171837 -
171838 - Problem Saving Document from A to C in MS Word
171839 -
171840 - We tried to save Task Order 1 and 2 to Tom's hard disk from the
171841 - diskett I gave him the other day, ref SDS 25 line 150.  Could not seem
171842 - to save it in "My Documents."
171843 -
171844 -
171845 -  ..
171846 - DE Requests Added Management Support Scope
171847 -
171848 - Followed up work at ref SDS 26 line 140.
171849 -
171850 - I asked Tom about the additional support DE has requested.  Tom seemed
171851 - to indicate today this relates to using Open Plan in place of PROMIS.
171852 - My impression is that other matters may have been covered that we did
171853 - not have time to fully develop this morning.
171854 -
171855 - I asked about Max's comments on the draft memo to DE.  Tom advised it
171856 - related to the format of the document and not the substance.
171857 -
171858 -  ..
171859 -
171860 - Tom provided a copy of a planning memo from DE to his management, CG
171861 - SPD, on changing the organization of SFD.  The document is not
171862 - addressed and is not dated.  This likely reflects that it was an
171863 - email.  Tom advised he received on 970516, so I gave it that date. Tom
171864 - wants the memo on recommendations for Communication Metrics to reflect
171865 - the objects and planning in DE's memo.
171866 -
171867 -      [On 970522 reviewed organization plan. ref SDS 27 0001
171868 -
171869 -
171870 -
171871 - DE Has Not Yet Approved Using Welch
171872 -
171873 - Follow up ref SDS 26 FK4L.
171874 -
171875 - Tom is unclear about this point today.  We therefore need to clarify
171876 - it.  I proposed finalizing the draft memo to DE and transporting the
171877 - Communication Metrics report to DE via the memo to support its
171878 - recommendations.
171879 -
171880 -
171881 -  ..
171882 - CBD Procurement Communication Metrics
171883 -
171884 - Followed up ref SDS 26 TK6I.
171885 -
171886 - Tom has had not time yet to develop edits to the memo, ref OF 8 0000,
171887 - prepared at ref SDS 11 0001, to DE setting out recommendations for
171888 - accomplishing management support for the District that is not related
171889 - to Richmond, per ref SDS 10 line 182.
171890 -
171891 -
171892 -
171893 - Direct Award to Welch
171894 -
171895 - Followed up work at ref SDS 26 line 242.
171896 -
171897 - We considered that Task Order 2 should be separated to provide only
171898 - RMS support on Richmond, and another procurement done for the other
171899 - stuff.
171900 -
171901 -      [See follow up revising memo to DE on CBD procurement for
171902 -      Communication Metrics, ref SDS 28 line 138.]
171903 -
171904 -
171905 -
171906 -
171907 -  ..
1720 -
1721 -
1722 - 0955 called Max
1723 -
172301 - Advised of intent to meet wtih Tom on Friday to develop a final memo
172302 - for LTC Thompson on Communication Metrics.
172303 -
172304 - Max said he approves of this initiative.  He has not spoken with LTC
172305 - Thompson about the report or the thinking to use Communication Metrics
172306 - on Richmond or for Leonard in the RE's office.  He asked if I would
172307 - like him to do this?  We considered that since DE has issued a memo on
172308 - organizational planning, and since Communication Metrics is a possible
172309 - element of that plan, then DE should see a formal explanation in
172310 - writing of how Communication Metrics can support his plan and help the
172311 - District under various scenarios.  Max feels Tom Keesling is the most
172312 - appropriate person to finalize a memo to DE on using Communication
172313 - Metrics.  Max is willing to meet with DE to discuss use of
172314 - Communication Metrics after a memo is submitted to DE.
172315 -
172316 -     [See discussion with Mas indicating he has spoken to DE about
172317 -     Communication Metrics, ref SDS 32 line 303.]
172318 -
172319 - I sent ref DIT 1 line 30 to Tom and to Max to confirm these
172320 - understandings.
172321 -
172322 -
172323 -
172324 -
172325 -
1724 -

SUBJECTS
Cost, Government Estimate
Supervision & Administration Cost
Budget Task Order 1
Budget Task Order 2, on Richmond
Budget Task Order 2, CSB
Supervision & Admin Plan

2509 -
250901 - Budget for Richmond S&A
250902 -
250903 - Followed up work at ref SDS 14 line 266, ref SDS 4 line 402, ref SDS 6 line 228.
250911 -
250912 - Tom advised the budget needs to be more like 6% - 8% of the
250913 - construction contract.  Since an AE is being used, they will need 8%,
250914 - and since additional scope is being added to introduce RMS and meet
250915 - "lessons learned" on Oakland, more like 10% will be needed.
250916 -
250917 -     [See research on calculating management expense based on
250918 -     communication work, ref SDS 35 line 99.]
250919 -
250920 -     [See example at Turner where they rely on percentage estimates for
250921 -     management expenses, ref SDS 31 line 150.]
250922 -
250923 -
2510 -
2511 -

SUBJECTS
South Atlantic Division, Virtual District
Virtual Office, Paperless Office

2905 -
290501 -  ..
290502 - Submit COE Report on Communication Metrics to COE SAD
290503 -
290504 - Follow up ref SDS 25 7740, ref SDS 24 6994.
290505 -
290506 - Tom advised he has not heard back from Dan Parrott in the SAD, and so
290507 - he he has not submitted the COE report on Communication Metrics to
290508 - Dan.
290509 -
290510 -      [On 970520 Tom considered notifying South Atlantic Division again
290511 -      about Communication Metrics. ref SDS 36 1594]
290512 -
290513 - My email sent later in the day suggests he send another email asking
290514 - about use of RMS. ref DIT 1 3455
290515 -
290516 -
2906 -
2907 -
2908 - 1224 called Tom
2909 -
290901 - He received my email, ref DIT 1 line 30.  Tom said his original email
290902 - to Dan Parrott covered the point about using RMS in SAD.
290903 -
290904 - Possibly Dan is on vacation or temporary assignment.  If, like most
290905 - people, he does not read his email, ref SDS 1 3289, we may need to
290906 - send some follow ups.
290907 -
290908 -
290909 -
290910 -
290911 -
290912 -
2910 -

SUBJECTS
Keesling PM Develop District PM Process,
Resident Management System (RMS)
CEFMS, PROMIS, Tom Keesling's Assignment
RMS Review, CPM, CTM
RMS Report (T15d(2))

3908 -
390801 - RMS Implementation Research
390802 -
390803 - Followed up work at ref SDS 26 line 158, ref SDS 25 line 226, Distribution. . . . See "CONTACTS"