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


S U M M A R Y


DIARY: July 31, 1997 07:47 AM Thursday; Rod Welch

Called Max on approval sole source procurement for Welch.

1...Summary/Objective
2...District Counsel Approves Welch for Sole Source Communication Metrics
3...Use Prior Procurement Docs on Welch to Expedite Current Procurement
4...Port of Oakland Objects to Welch
5...Submitted Communication Metrics Report to Max
6...Welch to Coordinate with Marc on Obtaining Procurement Docs
7...Need Specific Sole Source Justification from District Counsel
8...Max said John Eft has provided specific instructions on how to prepare


..............
Click here to comment!

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
0203 - Corps of Engineers, SFD            415 977 8400 fax 8483
020301 - Mr. Marcus Tikotsky; Contract Specialist =415 977 8509
020302 - Contracting Division
0204 - Corps of Engineers, SFD            415 977 8400 fax 8483
020401 - Ms. Monteze Jaggers; Procurement Analyst =415 977 8519
020402 - Contracting Division
0205 - Corps of Engineers, SFD            415 977 8400 fax 8483
020501 - Mr. Marc McGovern; Construction Manager =415 977 8467
020502 - 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
Increase Budget 4 months on Oakland Harbor
Prepare Contract to Save $20M

1308 -    ..
1309 - Summary/Objective
1310 -
131001 - Follow up ref SDS 24 0000, ref SDS 23 0000.
131002 -
131003 - There were indications today that District Counsel approved a sole
131004 - source contract award to Welch based on the scope of services
131005 - developed last week.  The Corps is finalizing a Welch contract, they
131006 - are also very busy with daily management tasks due to the situation on
131007 - Oakland.
131008 -
131009 -
131010 -
131011 -  ..
1311 -
1312 -
1313 - Discussion
1314 -
131401 - District Counsel Approves Welch for Sole Source Communication Metrics
131402 -
131403 - Follow up ref SDS 24 0000, ref SDS 22 0000.
131404 -
131405 - Max said that John Eft approved a sole source procurement on a Welch
131406 - contract.  This seems to confirm meeting on 970131, ref SDS 8 7306,
131407 - per recommendations at ref SDS 6 8840 and also Tom Benero's report on
131408 - 970110. ref SDS 5 0034
131409 - ..
131410 - Max asked Tom Keesling to write up the procurement, but Tom does
131411 - not have enough time, so Max gave the assignment to Marc.  (below Tom
131412 - will support effort, but does not have time to prepare the contract
131413 - documents. ref SDS 0 5003)
131414 -
131415 - Max asked me to visit with Marc about expediting procurement because
131416 - Marc does not have enough time either, as reported in the meeting on
131417 - 970725. ref SDS 23 5938, and previously on 970722. ref SDS 17 3855
131418 -
131419 -    [Below Max advises that John Eft has developed specific language on
131420 -    sole source issue. ref SDS 0 9907]
131421 -
131422 -
131423 -
1315 -
1316 -
1317 - 0759 called Tom
1318 -   ..
131801 - Tom feels John Eft has not strongly endorsed a sole source
131802 - procurement for Welch, but rather has asked that Max prepare and
131803 - submit the complete procurement package for approval.
131804 -
131805 - Tom feels there is still a lot of work to do to prepare justification
131806 - and that approval by counsel is not clear.  Tom has advised Max that
131807 - he does not have enough time to prepare the procurement package.
131808 -
131809 -    [Below Max advises that John provided specific language for
131810 -    preparing sole source justification. ref SDS 0 9907, for Welch
131811 -    procurement.]
131812 -
131813 -    [On 970805 Max is taking care of contract. ref SDS 27 6399]
131814 -
131815 -
131816 -  ..
131817 - Use Prior Procurement Docs on Welch to Expedite Current Procurement
131818 -
131819 - Follow up ref SDS 24 0000, ref SDS 22 0000.
131820 -
131821 - I asked Tom if he has gotten the prior procurement from Monti yet.
131822 - Tom said Monti is getting it from Ofell.
131823 -
131824 - The next step should be to visit with John on how to edit the prior
131825 - justification.
131826 -
131827 - Tom said he talked to Monti and she said that Ofel has the package.
131828 -
131829 -
131830 -
1319 -
1320 -
1321 - 0812 called Marcus Tikotsky
1322 -   ..
132201 - Congratulated Marcus on his new assignment.  He is going with
132202 - the Coast Guard because they have GS 14s and so there is the potential
132203 - for faster advancement.
132204 -
132205 - He will be located near the Oakland Project Office.
132206 -
132207 - Marcus is not familiar with anything on Oakland, including the status
132208 - of the contract.
132209 -
132210 - I asked if he could facilitate locating the documents on the prior
132211 - procurement and he suggested that Max call Shirley Turnbo and ask her
132212 - to get him a copy to use as a template for the current procurement.
132213 -
132214 -
1323 -
1324 -
1325 - 0843 visited Marcus
1326 -   ..
132601 - Provided a copy of the Communication Metrics report.  Marcus may
132602 - be able to use it has his next assignment with the Coast Guard.
132603 -
132604 - Marcus introudced me to Paul, who is the new legal counsel who
132605 - specializes in contracts.  He is taking Jim Stout's place.  Paul
132606 - seemed to indicate he had heard of Welch, possibly from working with
132607 - Merry or seeing some of the prior work product.  He recalled
132608 - encountering "metrics" and seemed to appreciate the idea of applying
132609 - them to communications.
132610 -
132611 -
132612 -
132613 -
1327 -
1328 -
1329 - 0855 Visited with Monti
1330 -   ..
133001 - Monti came in as I was leaving Marcus' cubicle. Her cubicle is
133002 - next door.  She said hello, so I visited with her briefly.
133003 -
133004 - She initially said she did not know anything about the Welch
133005 - procurement.  I mentioned Tom's call above indicating an understanding
133006 - Monti is trying get the prior procurement documents from Ofel.
133007 -
133008 - Monti said she told Tom she would do this, but Ofel is on vacation
133009 - until next week, and her files are locked.  Monti said only Ofel has
133010 - the key.
133011 -
133012 - Got the impression that Monti is not strong on Rod Welch today.
133013 -
133014 -    [Talked to Tom later and he indicated Monti is exercising proper
133015 -    procurement practice in avoiding contact with potential contractor,
133016 -    per below discussion. ref SDS 0 8085]
133017 -
133018 -
133019 -
133020 -  ..
1331 -
1332 -
1333 - 0905 visited with Tom
1334 -
133401 - Tom feels there is a lot of work to do on Welch procurement.
133402 -
133403 - He related a discussion he had with Max in which Tom suggested that
133404 - Max perepare a justification and then visit with John Eft and with the
133405 - new Contracting Officer to develop language all can agree on.
133406 -
133407 - Once this package is finalized, it will have to be signed off by the
133408 - Commander.
133409 -
133410 - We considered Max's comment this morning that Marc is working on this,
133411 - and that Marc does not really have time to do this work. ref SDS 0
133412 - 6457
133413 - ..
133414 - I asked Tom if we can get the procurement package assembled, and
133415 - prepare the justificaiton in a double spaced draft, would he be
133416 - willing to participate in a meeting with Max, John Eft and the new
133417 - Contracting Officer, so there is some continuity between the prior
133418 - effort and this initiative?  This would provide the benefit of Tom's
133419 - expertise and experience to address any concerns that might be raised
133420 - by John or the new Contracting Officer.
133421 -
133422 - Tom said he would do be willing to sit in on the meeting.
133423 -
133424 -
133425 -
133426 -  ..
1335 -
1336 -
1337 - 0914 visited Marc
1338 -
133801 - Gave him a copy of the Communication Metrics report to replace the one
133802 - that we borrowed on Monday for Max, ref SDS 26 line 124. Marc said Max
133803 - gave his report back to him already.
133804 - ..
133805 - Marc said they are trying to get Welch on-board.
133806 -
133807 - I related the discussions with Monti about the prior procurement
133808 - documents not being available until Monday, and with Tom on the steps
133809 - to finalize the package, including awareness that Marc has very
133810 - limited time, per our discussion on Tuesday, ref SDS 26 line 124.
133811 -
133812 - I offered to assist Marc in drafting any further materials in order to
133813 - avoid impacting Marc's time.
133814 -
133815 - Marc said that would be helpful.  He was suprised there is not an
133816 - altrenative way to get the prior procurement documents except when
133817 - Ofel gets back from vacation with the key.
133818 -
133819 -     [On 970805 discussed with Max. ref SDS 27 0000]
133820 -
133821 -
133822 -
1339 -

SUBJECTS
Port of Oakland Says Not Needed
Notify Port of Oakland on Welch Procurement

1505 -
150501 -  ..
150502 - Port of Oakland Objects to Welch
150503 -
150504 - Marc said he talked to Len Cardoza about Max's idea to hire Welch for
150505 - Oakland claims support, as we discussed on 970722. ref SDS 17 9559,
150506 -
150507 - Len took over for Ralph's Gin as the Port's primary manager on the
150508 - Oakland Dredging project.
150509 -
150510 - Marc advised that Len was strongly against the Corps hiring Welch to
150511 - work on Oakland.  This conflicts with Herb's report on 970213, ref SDS
150512 - 9 7269, but aligns with Tom Benero's understanding when we met with
150513 - Max on 970131. ref SDS 7 6905
150514 - ..
150515 - He explained that in his discussion, Len contended Welch gave a
150516 - demonstration to Moffit and Nochols when Len was still with that firm
150517 - as their representative providing consulting services on the Oakland
150518 - project, and that Moffit and Nichols were not favorably impressed by
150519 - Communication Metrics.
150520 -
150521 - Marc said he does not think Len's concerns nor any other objection
150522 - from the Port will prevent the Corps from contracting with Welch,
150523 - which reflects Max's opinion on 970131.
150524 -
150525 - I explained my recollection of having called Len on 961125 when he was
150526 - still employed by Moffitt and Nichols, because on 961107 Len had
150527 - voiced a back channel concern about the quality of management on the
150528 - Oakland Project. ref SDS 1 9950.
150529 - ..
150530 - In the call on 961125, I offered to meet Len to hear about his
150531 - ideas to improve management on the Oakland project.
150532 -
150533 - Len disclosed in that call that he had joined the Port of Oakland.
150534 -
150535 - He indicated it would be helpful for him to learn more about
150536 - Communication Metrics, ref SDS 2 4773.  We scheduled a meeting for
150537 - 961204 at his new office with the Port of Oakland.  On 961126, Tom
150538 - Keesling planned to join the meeting. ref SDS 3 0000
150539 -
150540 - The meeting, however, did not occur, because on 961203 Len said he did
150541 - not have enough time for the meeting. ref SDS 4 9950
150542 -
150543 -
150544 -
1506 -
1507 -
1508 - 1203 called Tom
1509 -   ..
150901 - Advised of above explanation by Marc.  Tom recalled that the
150902 - meeting Len cites never happened.
150903 -
150904 -
150905 -
150906 -
1510 -

SUBJECTS
Welch Contract Oakland Claims, 97072401
Sole Source Justification
COE Contractor Evaluation, Oakland

2206 - 0920 visited Max
2207 -
220701 -  ..
220702 - Submitted Communication Metrics Report to Max
220703 -
220704 - He was meeting with someone, so I simply left the Communication
220705 - Metrics report on the credenza in his office, per discussion with Marc
220706 - above, ref SDS 0 4560, and our meeting on Monday. ref SDS 26 8555
220707 -
220708 -
220709 -
220710 - Welch to Coordinate with Marc on Obtaining Procurement Docs
220711 -
220712 - I mentioned having discussed the matter with Marc and Tom.  Max asked
220713 - me to coordinate with Marc to get the procurement package completed. I
220714 - said I am doing that and will call him with more on this after his
220715 - meeting.
220716 -
220717 -
220718 -  ..
2208 -
2209 -
2210 - 1006 called Max
2211 -
221101 - Need Specific Sole Source Justification from District Counsel
221102 -
221103 - I explained in more detail Tom Keesling's ideas and concerns about the
221104 - need to prepare a detailed sole source procurement justification on
221105 - Welch, per above.
221106 -
221107 -  ..
221108 -
221109 - Max said John Eft has provided specific instructions on how to prepare
221110 - the justification for sole source Welch procurement.  He thinks Tom
221111 - has not seen this document.
221112 -
221113 -     [On 970805 Max confirmed this point. ref SDS 27 6399]
221114 -
221115 - We discussed the problem of getting the prior procurement documents
221116 - from Ofel, and considered Tom's idea for Max to coordinate with the
221117 - Contracting Officer to expedite production of these documents.
221118 -
221119 - Max said he has to go to a meeting with Bill Dutra.  He asked me to
221120 - call him later this afternoon, and said he will look into the document
221121 - problem in Contracting.
221122 -
221123 -
221124 -  ..
2212 -
2213 -
2214 - 1131 called Tom
2215 -
221501 - I explained my concern about Monti's reaction this morning, and asked
221502 - Tom if he feels Monti is supportive of the Welch procurement?  I asked
221503 - if he has any sense that she is mad at Welch?  Tom said he has not
221504 - gotten that impression.  He feels Monti supports this procurement, and
221505 - that she was exercising care this morning to follow proper contracting
221506 - procedures in dealing with a propspective contractor.  We considered
221507 - that if I don't provide constructive support, then days becomes weeks
221508 - and months with no action.  Tom said he knows.  He thinks Max should
221509 - be encouraged to do the expediting with the Contracting Officer.
221510 - ..
221511 - Tom said he has not seen any specific instructions from John Eft
221512 - on meeting sole source procurement.  He saw a cover memo from John
221513 - transmitting the scope of services on Communication Metrics back to
221514 - Max, that simply said to use a sole source procurement method.  This
221515 - is not the same as preparing a justification statement.
221516 -
221517 - We decided to wait for Max to provide the documents to see exactly
221518 - what they say.
221519 -
221520 -
221521 -
2216 -
2217 -
2218 - 1555 called Max back
2219 -
221901 - Decided to visit Max in the morning to see if he can get the documents
221902 - so I can work on them over the weekend.
221903 -
221904 -     [See follow up at ref SDS 27 0000.]
221905 -
221906 -
Distribution. . . . See "CONTACTS"