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


S U M M A R Y


DIARY: September 28, 1998 11:30 AM Monday; Rod Welch

Visited Bill and Denis at Kwan Henmi on Moscone Center project.

1...Summary/Objective
2...Kwan Henmi to Complete 50% Contract Documents by 981030
3...Information Needed from Others to Support Kwan Henmi Work
4...Developed Scope for Trying Comm Metrics on Moscone III Project
5...I need following...
...1...Project number/ID
...2...Project requirements and background.
...3...Organizations, personnel from project roster, email addresses
6...KH wants to limit the initial budget to $5K for evaluation purposes so
7...Agreement and Scope of Services Confirmed by KH Letter
8...Scope Needs to Cover Interior and Exterior Design
9...Bill has assembled some contract documents and correspondence, per
10...Bill may swing by and attend the meeting tomorrow, and will bring the

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

1...Consideration might be given to developing a CPM to guide

CONTACTS 
0201 - Kwan Henmi                           415 777 4770 fax 5102
020101 - Mr. Denis Henmi; Executive Vice President
0202 - Kwdn Henmi                           415 777 4770 fax 5102
020201 - Mr. William Long

SUBJECTS
Design Professionals
Kwan Henmi, Mosconi Center
Demo SDS via Web Site
Communication Manager
Pilot Test, Moscone Project
Documentation
Moscone Center, Phase III

1109 -    ..
1110 - Summary/Objective
1111 -
111101 - Follow up ref SDS 4 0000, ref SDS 3 0000.
111102 -
111103 - Met and developed scope and terms.  Bill submitted a letter in the
111104 - afternoon confirming an intial budget for Kwan Henmi of $5K.  Talked
111105 - to Ivan in the afternoon.  Seems like we need to cover both interior
111106 - and exterior design work in a single record in order to improve team
111107 - performance.  Will meet Ivan tomorrow 0800 to get background and
111108 - prepare for meeting at 0900.
111109 -
111110 - Submitted ref DIT 1 0000 confirming these understandings and accepting
111111 - KH terms for a trial of Communication Metrics.
111112 -
111113 -
111114 -
1112 -
1113 -
1114 - Discussion
1115 -
111501 -  ..
111502 - Kwan Henmi to Complete 50% Contract Documents by 981030
111503 - Information Needed from Others to Support Kwan Henmi Work
111504 -
111505 - Bill explained that Kwan Henmi needs help on the Moscone Center
111506 - Expansion, Phase III project and so wants to try Communication Metrics
111507 - on Moscone, rather than wait for the 3rd and Mission Project, which is
111508 - still pending, per discussion on 980917. ref SDS 1 8177
111509 -
111510 - The goal is to use Communication Metrics and the Internet to support a
111511 - design team, as discussed on 980917. ref SDS 1 7412
111512 -
111513 -     [On 981007 project manager objects. ref SDS 9 7722]
111514 -
111515 -     [On 981014 reported challenges meeting this goal. ref SDS 10 3240]
111516 -
111517 -     [On 981023 project manager disconnects Internet. ref SDS 11 2730]
111518 -
111519 - There are two architects.  Kwan Henmi has the floor plan and the
111520 - interiors, which is approximately 51% of the design work.
111521 -
111522 - The delineation of the design scope is fluid, such that the two firms
111523 - are cooperating in moving various aspects of the design back and forth
111524 - according to evolving conditions and availability of personnel.
111525 -
111526 - The orginal requirements have therefore changed by the conduct of the
111527 - parties, rather than by direction of the sponsor.
111528 -
111529 - Gensler Associates is the project sponsor.  Gensler's project manager
111530 - is careful and thorough in meeting critical milestones and following
111531 - up details.
111532 - ..
111533 - There is not a CPM showing chronologies of various activities
111534 - among the design consultants and others, so the critical activities
111535 - have not been identified nor adjusted by actual progress.
111536 -
111537 -     Consideration might be given to developing a CPM to guide
111538 -     coordination toward meeting critical target dates.  The cost is
111539 -     normally part of Project Management and is allocated to risk
111540 -     management, as discussed on 980917. ref SDS 1 2040
111541 -
111542 -     [On 980929 need for CPM evident from crisis management problems.
111543 -     ref SDS 6 2240]
111544 -
111545 -     [On 980930 reviewed PM issue. ref SDS 7 3113]
111546 -
111547 -     [On 981001 discussed with Denis. ref SDS 8 3135]
111548 - ..
111549 - Kwan Henmi has a milestone date of completing 50% of the
111550 - contract documents by the end of October.  Their work is dependent
111551 - upon information and design work from others, that has not been
111552 - provided.
111553 -
111554 -     [On 980929 discussed this with Ivan. ref SDS 5 6669]
111555 -
111556 - The Project Architect, Ivan Romero, will concentrate on performing the
111557 - design to meet the end of October target date for 50% completion on
111558 - contract documents.
111559 -
111560 -
111561 -  ..
111562 - Developed Scope for Trying Comm Metrics on Moscone III Project
111563 -
111564 - Welch will be designated as an Assistant Project Architect for
111565 - Administration to ensure that management communciations are effective
111566 - and that the work is aligned with instructions of the sponsor and
111567 - other control criteria developed among the design team.
111568 -
111569 - There are 3 main meetings each week.
111570 -
111571 -    1.  Design consultants on Tuesday 2 - 3 hours.
111572 -
111573 -    2.  Structural consultants on Wedensday 1 hour.
111574 -
111575 -    3.  Sponsor and design team on Thursday 1 hour.
111576 -
111577 - Bill estimates this will require approximately 5 hours to attend
111578 - meetings per week.
111579 -
111580 - Welch estimates 10 hours will be needed to organize, align, analyse
111581 - and summarize the record for distribution to attendees using
111582 - Communication Metrics and the Internet.
111583 -
111584 - Added another 5 hours per week for coordination, collaboration and to
111585 - prepare Kwan Henmi staff in advance of meetings.  This is probably a
111586 - little light, since there will likely be other collateral meetings and
111587 - we have to manage the documents generated on the project.
111588 -
111589 - Developed initial budget of about 20 hours per week.
111590 -
111591 - Bill asked what the rate would be if we are not doing a preliminary
111592 - pilot test?
111593 -
111594 - I indicated between $120 - $130 per hour.
111595 -
111596 - Denis feels this exceeds the budget available to evaluate
111597 - Communication Metrics.
111598 -
111599 - I agreed to an initial rate for demonstration purposes that is
111600 - acceptable to Kwan Henmi.
111601 - ..
111602 - Denis feels that if the demonstration over the next 4 weeks goes
111603 - well, then the other parties, including the sponsor, may be willing to
111604 - cost-share for continuing this support.
111605 -
111606 - I need following...
111607 -
111608 -   1.  Project number/ID
111609 -   2.  Project requirements and background.
111610 -   3.  Organizations, personnel from project roster, email addresses
111611 -
111612 -
111613 -  ..
1117 -
1118 -
1119 - 1428 called Bill
1120 -
112001 - He is preparing an email to me on our agreement.
112002 -
112003 - KH wants to limit the initial budget to $5K for evaluation purposes so
112004 - the other team members can assess the vialbility of cost-sharing the
112005 - expense for the duration of the project, per our discussion this
112006 - morning. ref SDS 0 4812
112007 -
112008 - I agreed to this.
112009 -
112010 - The first meeting is tomorrow at 0900 at Ginsler's office.
112011 -
112012 - Ivan Romero is in Ginsler's office at 600 California.  His number
112013 - is...
112014 -
112015 -                       415 433 3700 #3611
112016 -
112017 - I will call Ivan and arrange to meet him tomorrow oa 0800.
112018 -
112019 -
112020 -
1121 -
1122 -
1123 - 1446 called Ivan
1124 -
112401 - Left message about meeting him tomorrow morning oa 0800
112402 -
112403 -
112404 -
1125 -
1126 -
1127 - 1548 received Bill's letter
1128 -
112801 -  ..
112802 - Agreement and Scope of Services Confirmed by KH Letter
112803 -
112804 - Bill's letter ref DRT 1 0000 confirms scope per the meeting this
112805 - morning, ref SDS 0 7344, as follows...
112806 -
112807 -     1.  5 week period from 980929 to 981030.
112808 -
112809 -     2.  Review association and client agreements.
112810 -
112811 -     3.  Review recent meeting history and correspondence.
112812 -
112813 -           [On 980929 review entered in SDS record. ref SDS 6 0000]
112814 -
112815 -     4.  Attend, document and coordinate meetings, ref DRT 1 4488...
112816 -
112817 -         Joint Venture Coordination Meeting...... Tuesday, 0900 1000
112818 -         M/E/P Coordination Meeting............ Wednesday, 0900 1200
112819 -         Structural Coordination Meeting........ Thursday, 0900 1000
112820 -
112821 - Payment will be $5K. ref DRT 1 8946
112822 -
112823 -      [On 981105 prepared invoice based on Bill's letter. ref SDS 12
112824 -      3570]
112825 -
112826 -
112827 -
1129 -
1130 -
1131 - 1624 called Ivan
1132 -
113201 -  ..
113202 - Scope Needs to Cover Interior and Exterior Design
113203 -
113204 - Will meet Ivan tomorrow oa 0800.
113205 -
113206 - He advised that the meetings cover both interior and exterior scope.
113207 -
113208 - He has told other members of the team that Communication Metrics will
113209 - cover the entire scope, since discussions about exterior and interior
113210 - work is commingled in the meetings.
113211 -
113212 - I agreed that the benefit of Communication Metrics is to coordinate
113213 - all elements of the work.  Not sure if Bill and Denis intended that
113214 - the initial Welch scope include support for the exterior design
113215 - architect, but we will do some work and see how it goes per our
113216 - objective to experiment, and Denis' idea to demonstrate value added to
113217 - other team members. ref SDS 0 4812
113218 -
113219 -
113220 -
113221 -
1133 -
1134 -
1135 - 1819 received call from Bill
1136 -
113601 - Bill left a message and I called him back.  He had not received my
113602 - letter, ref DIT 1 0000, transmitting this record and responding to his
113603 - letter. ref SDS 0 3696
113604 -
113605 - I mentioned having talked to Ivan. ref SDS 0 8482
113606 -
113607 - Bill has assembled some contract documents and correspondence, per
113608 - scope items 1 and 2, above, but no meeting notes.  I can get them from
113609 - Ivan tomorrow.
113610 -
113611 - Bill may swing by and attend the meeting tomorrow, and will bring the
113612 - documents.  If it turns out he cannot attend the meeting, I can stop
113613 - by KH after the meeting to get the background information.
113614 -
113615 -
113616 -
113617 -
Distribution. . . . See "CONTACTS"