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


S U M M A R Y


DIARY: July 25, 1997 07:30 AM Friday; Rod Welch

Submitted scope of services and quantity analysis on Oakland project.

1...Summary/Objective
2...Tom wants to visit with Max about meeting with John Eft on approaches
3...Use Prior Procurement Docs on Welch to Expedite Current Procurement
4...Bill Benkavitch Experience Meets Corps of Engineers Needs
5...Transitioning to New Methods Requires Strong Leadership
6...Not Enough Time to Get Help on Oakland Claims
7...Scope of Services Ready for Review/Edits by Max and John Azeveda
8...Government Risk Exposure Warrants Exigent Procurement
9...Welch Procurement Needs District Counsel Review on Sole Source
10...Communication Metrics Supports CE use of Windows 95
11...Max cited concerns by DE that SDS is not a Windows 95 program, similar
12...USACE Withheld $500K to Adjust Prior Overpayment to Contractor
13...Los Angeles District Projects - $147M
14...Submit Communication Metrics Report to Division Command Level
15...Quantity Analysis Submission of Dutra's 961213 Schedule

ACTION ITEMS.................. Click here to comment!

1...Tom said he plans to talk to Monti today about getting these docs to

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
CBD Procurement Communication Metrics
Welch Contract Oakland Claims, 97072401
Sole Source Justification
Conventional Management Not Enough Time to
Litigation Support, Oakland
Review Scope of Services

1308 -    ..
1309 - Summary/Objective
1310 -
131001 - Followed up work at ref SDS 11 line 38, ref SDS 10 line 153.
131002 -
131003 - Delivered scope of services to Tom and Max, and delivered report on
131004 - analysis of Oakland pay quantities to John. Introduced Bill to Tom and
131005 - to Max.  Max was concerned there is not enough time to prepare a scope
131006 - of services for a Welch contract.  Tom submitted the scope of services
131007 - to Max, who plans to review with Tom.  Max explained efforts needed on
131008 - sole source procurement issue, and possible CBD procurement method.
131009 - Welch procurement can specify support for Windows 95 and/or such other
131010 - criteria as Corps of Engineers needs to manage work product.
131011 -
131012 -     [See submission of notes on 970727. ref SDS 12 0000]
131013 -
131014 -
1311 -
1312 -
1313 - Progress
1314 -
131401 - Delivered notes of scope of services for Welch contract, per meeting
131402 - yesterday, ref SDS 9 line 118, and prepared at ref SDS 11 line 50.
131403 - Submitted to Tom the notes for our meeting on 970724, ref DIP 4 line
131404 - 30, so Tom can see how changes he requested in Task Order 2, were
131405 - incorporated into the new scope of services for Oakland Claim Team
131406 - support, ref SDS 9 line 442.
131407 -
131408 - Tom wants to visit with Max about meeting with John Eft on approaches
131409 - to accomplish the procurement Max has in mind for Welch, per
131410 - discussion with John Azeveda yesterday, ref SDS 9 line 163.  Tom feels
131411 - he does not have enough time to work with John Eft on this, reflecting
131412 - the discussion with Tom and Max on Tuesday, ref SDS 8 line 136, and at
131413 - ref SDS 8 line 187.  From the meeting yesterday, John does not have
131414 - enough time either and neither does Max nor Marc.
131415 -
131416 -
131417 -
131418 - Use Prior Procurement Docs on Welch to Expedite Current Procurement
131419 -
131420 - Tom is working on contacting Monti about getting the documents on the
131421 - Welch procurement initiated in December, per our meeting with John
131422 - yesterday, ref SDS 9 line 173 and with Max on Wednesday, ref SDS 7
131423 - line 400, about steps to save time to perform this procurement.
131424 -
131425 - Tom said he plans to talk to Monti today about getting these docs to
131426 - expedite preparation of procurement of Welch contract and review with
131427 - John Eft.
131428 -
131429 - We went down the hall and met Max outside this office.
131430 -
131431 -
131432 -  ..
131433 - Bill Benkavitch Experience Meets Corps of Engineers Needs
131434 -
131435 - Introduced Bill again to Tom.
131436 -
131437 - We went to Max's office and introduced Bill to Max.  Turns out that
131438 - the new man Max hired to do the DMMO support, Dave Dwinnel, is a
131439 - former colleague of Bill's.
131440 -
131441 - We went into Max's office.  I explained our meeting with Bill this
131442 - morning follows up Max's request to meet Bill from our meeting on
131443 - Wednesday, and that John wanted to do it after our meeting yesterday.
131444 - ref SDS 7 8583
131445 -
131446 - I noted Bill's background qualifies him to support Max directly, to
131447 - help take up some of the slack caused by Tom Keesling being taken
131448 - away, as well as shore up the situation at the Construction Services
131449 - Branch discussed on 961204, 961207, and incorporated into Task Order 2
131450 - in the meeting with Leonard and Tom on 970225. ref SDS 1 8440
131451 -
131452 - Max said Bill's friend, Dave, who now works for Max, is a good
131453 - resource on Bill's capability, so we did not visit on this matter;
131454 - except, Bill noted having worked with a broad range of military
131455 - commanders and civilian contractors in his prior job with the Navy,
131456 - and he prepared complex procurements which takes a lot of time, skill
131457 - and experience.
131458 -
131459 -
131460 -
131461 - Transitioning to New Methods Requires Strong Leadership
131462 -
131463 - Bill observed the challenge in government management processes of...
131464 -
131465 -          "...making your piece of paper 'the' piece of paper."
131466 -
131467 -    The Corps of Engineers' report explains Communication Metrics
131468 -    improves traditional use of "paper" by applying a concept of
131469 -    "knowledge space" that improves conventional email, LANs, the
131470 -    Internet and Intranets, ref DRP 1 line 560.  Belief that email,
131471 -    Intranets, etc., improve productivity, ref DRP 2 line 274, per ref
131472 -    SDS 1 line 374, requires leadership from those who have experienced
131473 -    Communication Metrics, so that others who do not have enough time
131474 -    to read the District's report can acquire sufficient faith to try
131475 -    these new methods long enough to learn for themselves the results
131476 -    set out in the report, see appendix A.  An example of leadership
131477 -    was the discussion with Merry Goodenough in the meeting on
131478 -    Wednesday, 970723, ref SDS 7 line 320.
131479 -
131480 -
131481 -  ..
131482 - Not Enough Time to Get Help on Oakland Claims
131483 - Scope of Services Ready for Review/Edits by Max and John Azeveda
131484 -
131485 - Max expressed concern that Tom does not have enough time to prepare
131486 - the scope of services to support claim management on Oakland, per
131487 - Tom's email to Max on Wednesday. ref SDS 8 8404, and ref SDS 8 0774
131488 -
131489 - He advised that John is very busy getting things done on the Claim
131490 - Team, so he does not have enough time to prepare the scope of services
131491 - to support the effort, similar to Merry when she needed help on
131492 - 970417. ref SDS 2 9004
131493 -
131494 - Max drew attention to his desk that had a lot of documents needing
131495 - attention.
131496 -
131497 - He recalled the discussion on Wednesday that Marc McGovern does not
131498 - have enough time to prepare a scope of services because he is very
131499 - busy responding to letters, which is part of the scope that Welch will
131500 - perform, ref SDS 6 3855, as Marc sets out in his memo on 970402 that
131501 - endorses the Communication Metrics report, ref DRP 1 line 833:
131502 -
131503 - Tom advised Max explained this matter has been resolved.
131504 -
131505 - He submitted the scope of services, ref OF 1 0000, prepared yesterday,
131506 - saving the District a lot of time. ref SDS 11 0000
131507 -
131508 - The next step is for Max to review it, and a contract has to be
131509 - prepared.  Tom explained again that that his new assignment does not
131510 - afford him time to prepare the contract.
131511 -
131512 -
131513 -
131514 - Government Risk Exposure Warrants Exigent Procurement
131515 - Welch Procurement Needs District Counsel Review on Sole Source
131516 -
131517 - Max noted the need to deal with the sole source procurement issue,
131518 - discussed with John yesterday, ref SDS 9 7740, notes of which were
131519 - distributed via email last night. ref SDS 11 0000
131520 -
131521 - Max noted the unusual circumstances of $60M in claims on a $40M job,
131522 - and recent irregularities in contractor payments, that require
131523 - immediate expert management support, as discussed on Tuesday.  These
131524 - conditions may rise to the level of justifying exigent procurement
131525 - methods.
131526 -
131527 - Max said COE may issue a CBD procurement for a Welch contract, as
131528 - planned in December for longer term District wide Communication
131529 - Metrics support.
131530 -
131531 - Tom suggested that Max consider meeting with John Eft and Marcus
131532 - Tikotsky about expediting the procurement to obtain the immediate
131533 - assistance COE needs on Oakland.  There was discussion that Marcus
131534 - Tikotsky advised in December that sole source concerns can be
131535 - favorably resolved without a CBD procurement, per our discussion on
131536 - Wednesday, ref SDS 8 line 160.  Max noted that Marcus is leaving in a
131537 - week, so if his help is to be applied, an effort is needed soon.
131538 -
131539 - Max will review the scope of services with Tom before meeting with
131540 - John Eft.
131541 -
131542 -     Hopefully, Tom can get the documents for the prior procurement
131543 -     from Monti to expedite review by John in offering edits to meet
131544 -     procurement requirements.
131545 -
131546 -       [On 970731 problem solved. ref SDS 14 8402]
131547 -
131548 -
131549 - Communication Metrics Supports CE use of Windows 95
131550 -
131551 - Max cited concerns by DE that SDS is not a Windows 95 program, similar
131552 - to RMS, ref SDS 4 line 227 and ref SDS 4 line 344.
131553 -
131554 - This concern can be resolved by the procurement.  It is not intended
131555 - to purchase the SDS program, but to perform professional management
131556 - support, ref SDS 9 line 181.  This is similar to work being performed
131557 - by Hartman Consulting Corporation out of Seattle, WA, for the Claim
131558 - Team, whom John introduced yesterday, ref SDS 9 line 109.  The
131559 - government needs critical work performed.  Welch has shown that
131560 - Communication Metrics work product supports Corps of Engineers'
131561 - methods, including use of Windows 95.  Possibly a similar procurement
131562 - method can be used for Welch to that used for Hartman Consulting.
131563 -
131564 -
131565 -
131566 -
131567 -
1316 -

SUBJECTS
Fraud, Reduction, Suspension of Payment
Payment Quantity Surveys
Payment Submittals
Payment Scope for Dredging
Government $1M Overpayment to Contractor

1808 -
180801 -  ..
180802 - USACE Withheld $500K to Adjust Prior Overpayment to Contractor
180803 -
180804 - Follow up work at ref SDS 6 line 213, ref SDS 6 line 343.
180805 -
180806 - Max seemed to indicate that at $500K payment was withheld from the
180807 - Contractor yesterday in connection with the $1M overpayment matter
180808 - cited on Wednesday, ref SDS 6 line 343.
180809 -
180810 - John did not attend this meeting and there was no discussion of his
180811 - objective to complete the work with Dutra, from the the meeting
180812 - yesterday with Tom, ref SDS 9 line 276.
180813 -
180814 -
180815 -
1809 -

SUBJECTS
Corps of Engineers, 970115
Division, South Pacific
Los Angeles District

2206 -
220601 - Los Angeles District Projects - $147M
220602 - Submit Communication Metrics Report to Division Command Level
220603 -
220604 - Tom is still planning to send an email to Chief of Con Ops in the Los
220605 - Angles District, Corps of Engineers office, about the Communication
220606 - Metrics report, per our discussion at ref SDS 5 line 110.
220607 -
220608 - Max did not mention having talked to Mike Grebinski in the Division
220609 - HQ, per our discussion on Tuesday,  ref SDS 6 line 158.
220610 -
220611 -    [See telecon Jim Jones on 971017 with Mike, ref SDS 15 line 450.]
220612 -
220613 -    [Telecon with Mike Grebinski on 971104, ref SDS 16 line 240.]
220614 -
220615 -
2207 -

SUBJECTS
Schedule for Construction, 52.236-15
Cure Notice, 0019
Schedule Review, Dutra, Port of Oakland,
Spreadsheet Analysis
Shoaling

2708 -
270801 -  ..
270802 - Quantity Analysis Submission of Dutra's 961213 Schedule
270803 -
270804 - Followed up work at ref SDS 10 line 146.
270805 -
270806 - Delivered quantity spreadsheet analysis of schedule, ref DIP 1 0000,
270807 - to John, per his request yesterday. ref SDS 9 8503
270808 -
270809 - John was in but we could not find him.  He was not in the Claim room
270810 - and he was not in his regular office.  His coat was on his chair.  His
270811 - secretary said is in, so I left the report on his chair in his office.
270812 -
270813 -
270814 -
270815 -
270816 -
Distribution. . . . See "CONTACTS"