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


S U M M A R Y


DIARY: October 1, 1998 07:26 AM Thursday; Rod Welch

Submitted notes on JV coordination meeting from 980929.

1...Summary/Objective
2...Gensler Provides Remarks on Record of Meeting on 980929
3...Michael Willis Indicates Does Not Want Comm Metrics Support
4...Request Computer Files for Gensler Documents
5...PM Disparate Treatment between JV Partners MW and KH
6...KH Project Architect Planning to Quit Due to Gensler PM Disruption
7...Kwan Henmi Initiating Corrective Action to Support Project Architect
8...Relocate Ivan to KH Main Office, Similar to Moscone II Experience
9...Gensler Not Performing Project Management, Need Design Coordination
10...Schedule Meeting for Design Orientation and Overview of Issues

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

1...We need an orientation at Kwan Henmi to explain these fundamentals.

CONTACTS 
0201 - Gensler/Michael Willis/Kwan Henmi    415 433 3700 fax 415 627 3700
020101 - Mr. Steven Hergert; Architect
020102 - Michael Willis & Associates
020103 - Exterior Design/Documentation
0202 - Gensler/Michael Willis/Kwan Henmi    415 433 3700 fax 415 627 3700
020201 - Ms. Clonia Cautis, AIA, RA
020202 - Project Manager
020203 - Executive Committee
0203 - Gensler/Michael Willis/Kwan Henmi    415 433 3700 fax 415 627 3700
020301 - Mr. Ivan Romero, AIA; Project Architect
020302 - Kwan Henmi Architects
020303 - Interior Design/Documentation

SUBJECTS
JV Coordination Meeting, 980929
Management Plan

0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 9 0000, ref SDS 6 0000.
050602 -
050603 - Submitted revised notes of JV Coordination meeting on 980929.  Helped
050604 - Ivan use email and Internet web browser to get the record and use it
050605 - on-line. Received feedback from Clonia, on initial version of this
050606 - record, but could not get clarification from her.
050607 -
050608 - Requested Clonia's memos in computer file from Angelica, but did not
050609 - receive them today.
050610 -
050611 - Reviewed project management problem with Ivan and Denis.
050612 -
050613 -
050614 -
050615 -
050616 -
0507 -
0508 -
0509 - Progress
0510 -
051001 - Submitted ref DIT 1 0000 linked to final notes for meeting on 980929.
051002 - ref SDS 7 0000
051003 -
051004 - Submitted copies to Denis and Bill.  Will not submit copy to Clonia,
051005 - per understanding that she does not want the notes. ref SDS 9 2945
051006 -
051007 -
051008 -
051009 -  ..
0511 -
0512 -
0513 - 0848 Discussion with Ivan
0514 -
051401 - He had not seen my email this morning, ref DIT 1 2750, transmitting
051402 - the meeting notes with Clonia's comments from yesterday. ref SDS 9
051403 - 8265
051404 -
051405 -     Below, Ivan had not seen letter to Denis, either. ref SDS 0 2754
051406 -
051407 - I showed him how to open the letter, ref DIT 1 2750, on the Internet
051408 - that is linked from the email to him.
051409 -
051410 - We then opened the record of the meeting on 980929 using the link on
051411 - the word "notes."  We also opened the other links, so he gets the idea
051412 - of how to use web browser capability.
051413 -
051414 - We need an orientation at Kwan Henmi to explain these fundamentals.
051415 -
051416 -
051417 -
051418 -
051419 -  ..
0515 -
0516 -
0517 - 0853 Received comments from Gensler
0518 -
051801 - Gensler Provides Remarks on Record of Meeting on 980929
051802 -
051803 - When I arrived for the meeting with the Stuctural consultants, Ivan
051804 - provided a marked up set of the initial draft for the record of the JV
051805 - Coordination meeting held on 980929, ref SDS 7 0000, which was
051806 - submitted to Ivan yesterday. ref SDS 9 3320
051807 -
051808 - Ivan was not sure why or from whom Clonia received the Welch notes,
051809 - since she expressed yesterday that she did not want to see them. see
051810 - ref SDS 9 2945
051811 -
051812 - I was unable to read Clonia's handwritten comments on the copy of the
051813 - record for the meeting on 980929, provided by Ivan this morning.
051814 -
051815 -
051816 -
051817 -  ..
0519 -
0520 -
0521 - 1032 discussion with Angelica
0522 -
052201 - After the meeting with the structural consultants,Clonia asked if I
052202 - had received her comments, and if I had any questions. ref SDS 11 4704
052203 -
052204 - I said I would like to visit with her to clarify what she has written
052205 - and what she wants KH to draw from her comments, because the document
052206 - I received is not legible. ref SDS 0 6720
052207 -
052208 - Clonia asked that Angelica help me read Clonia's comments.
052209 -
052210 - Angelica and I used Steven Hergert's work space, since he was still
052211 - meeting with Clonia and the structural consultants.
052212 -
052213 -
052214 -  ..
052215 - Michael Willis Indicates Does Not Want Comm Metrics Support
052216 -
052217 - Clonia had asked me to leave the meeting after Ivan left, because the
052218 - remainder of the discussion would not relate to KH work.
052219 -
052220 - Steven seemed to indicate, as well, that Michael Willis has
052221 - decided it does not need Communication Metrics support for its work,
052222 - contrary to initial understandings on 980929. ref SDS 6 3975
052223 -
052224 - He noted that the remainder of the meeting would only pertain to
052225 - Michael Willis & Associates coordination with the structural
052226 - consultants.
052227 -
052228 -
052229 -  ..
052230 - Request Computer Files for Gensler Documents
052231 -
052232 - Initially, I asked Ivan if he had discussed with Angelica sending the
052233 - memos to Welch which Clonia cited at the meeting on 980929, as
052234 - containing issues KH needs to address, ref SDS 7 8392, per our
052235 - discussion yesterday. ref SDS 9 1360
052236 -
052237 - Ivan said he forgot.
052238 -
052239 - Based on understandings from the discussion with Bill yesterday, that
052240 - Denis advised Gensler about KH plan to use Communication Metrics, see
052241 - ref SDS 9 2835, asked Angelica, as the project administrative
052242 - assistant, if she could submit to me via email, the memos issued by
052243 - Gensler at the meeting on 980929. ref SDS 7 8392
052244 -
052245 - Angelica said she would do this.
052246 -
052247 -     [On 981002 asked Ivan to help, since Angelica has not had time to
052248 -     send the documents. ref SDS 12 7378]
052249 -
052250 -
052251 -
0523 -

SUBJECTS
Project Management
Disruptive Communication with KH, Disparate
PM Disruptive, Disparate Treatment MW/KH
Disparate Treatment MW/KH
KH PA to Quit Due to Disruption by PM
PM Disparate Treatment with MW/KH
Project Architect

1510 - 1042 Met with Ivan
1511 -
151101 - After the coordination meeting with Gensler and the structural
151102 - consultants, Ivan asked to visit with me privately.  We met in the
151103 - hallway.
151104 -
151105 -  ..
151106 - PM Disparate Treatment between JV Partners MW and KH
151107 -
151108 - Ivan was disappointed by the manner in which the meeting was
151109 - conducted.  Clonia seemed pointedly critical of Ivan and Kwan Henmi,
151110 - and this contrasted with her constructive and helpful demeanor toward
151111 - Steven and Michael Willis Associates.
151112 -
151113 - Even when Steven claimed resonsibility for having been the source of
151114 - an incorrect representation about lowering the access ramp in the
151115 - basement by 6" instead of the correct amount of 3", Clonia persisted
151116 - in criticizing Ivan at length in the group meeting for having passed
151117 - along the incorrect figure given to him by Steven, to another
151118 - consultant.
151119 -
151120 - Steven interrupted Clonia's criticism several times to insist the
151121 - erroneous information was his fault and not Ivan's, but Clonia seemed
151122 - frustrated that her criticism was quieted.
151123 -
151124 -
151125 -
151126 -  ..
151127 - KH Project Architect Planning to Quit Due to Gensler PM Disruption
151128 -
151129 - Ivan indicated he will complete his assessment of the Moscone II
151130 - plans for 50% CD scope over the next few hours, from the meeting on
151131 - 980929, ref SDS 7 6570. He then plans to visit Kwan Henmi's main
151132 - office this afternoon and advise that he is quitting the project.
151133 - ..
151134 - I advised of having notified Denis about this matter and
151135 - submitted a proposed initiative, ref SDS 9 3280, as requested by Ivan
151136 - yesterday. ref SDS 9 0560
151137 -
151138 - I asked if he saw my letter to Denis on this? ref DIP 2 3293
151139 -
151140 - Ivan had not seen the letter, possibly because he needed help with
151141 - email and the web browser, per above. ref SDS 0 0528
151142 -
151143 -    [On 981002 Ivan reviewed this letter. ref SDS 12 3368]
151144 - ..
151145 - I noted that Denis is planning on moving some of the KH design
151146 - effort from the Gensler's project office back to the KH main office,
151147 - based on the discussion with Bill on 980930. ref SDS 9 5280, so
151148 - possibly Ivan could relocate his office as well.  This would provide
151149 - physical separation that would enable Ivan to concentrate on managing
151150 - the work without constant interference from Clonia.  It would
151151 - accomplish objectives he cited on Tuesday. ref SDS 6 7840
151152 -
151153 - Ivan noted that Clonia cannot change her personality, so he is still
151154 - concerned about continued interaction that is needed with Gensler in
151155 - order for KH to its work, but which is unproductive and counter-
151156 - productive when meetings are conducted by Clonia.
151157 -
151158 -
151159 -
151160 -
151161 -  ..
1512 -
1513 -
1514 - 1151 called Denis
1515 -
151501 - Kwan Henmi Initiating Corrective Action to Support Project Architect
151502 -
151503 - Denis has received but has not read my letter, ref DIP 2 3293,
151504 - submitted yesterday at ref SDS 9 3280 and discussed with Bill. see
151505 - ref SDS 9 3003, on proposing a meeting Executive Commitee to improve
151506 - project management.
151507 -
151508 - He has, however, talked to Art Gensler and told him that Ivan is
151509 - planning to quit the project due to inadequate management by Clonia.
151510 -
151511 - Denis advised this would be the second Project Architect provided by
151512 - Kwan Henmi that was unable to work with Clonia.  He related that
151513 - Robert Jansen was originally assigned, and Clonia did not like him,
151514 - ostensibly, because most of his experience was in Europe.  As a
151515 - result, Kwan Henmi hired Ivan.
151516 -
151517 - I noted that since Denis is aware that Ivan is close to quitting the
151518 - project, we should consider Ivan's strong concerns on this matter
151519 - discussed yesterday, ref SDS 9 0560, which led to my letter to Denis,
151520 - per ref SDS 9 3280, and to the discussion this morning. ref SDS 0
151521 - 2945
151522 -
151523 -     [On 981005 discussion with Bill. ref SDS 13 7280]
151524 -
151525 -
151526 -  ..
151527 - Relocate Ivan to KH Main Office, Similar to Moscone II Experience
151528 -
151529 - There was discussion about moving Ivan to Kwan Henmi's office, along
151530 - with other KH staff, which was discussed yesterday. ref SDS 9 5280
151531 -
151532 - We considered relocating Ivan as well, to solve the problem of
151533 - proximity and personality, per Ivan's concern above. ref SDS 0 5049
151534 -
151535 - Denis indicated he would notify Art Gensler that KH will make this
151536 - change in order to complete its work in an orderly and cost effective
151537 - manner, rather than loose a valuable employee like Ivan.
151538 -
151539 -     [On 981002 discussion with Denis. ref SDS 12 3800]
151540 -
151541 -     [On 981005 discussion with Bill. ref SDS 13 7280]
151542 -
151543 - Denis said that KH did the Moscone II project from its main office, so
151544 - this experience shows KH can perform effectively without being located
151545 - in the Gensler project office.
151546 -
151547 -
151548 -
1516 -

SUBJECTS
PM Failed Prepare Schedule, WBS, Resource
Planning Schedule, WBS, Resource
Schedule, WBS, Resource Allocation Not

1806 -
180601 -  ..
180602 - Gensler Not Performing Project Management, Need Design Coordination
180603 -
180604 - I related analysis yesterday of the JV agreement, showing the Project
180605 - Manager is responsible to do the schedule and set scope guidance, that
180606 - this work is not being accomplished, that Gensler is requiring KH to
180607 - perform this work, which diminishes KH's ability to perform its actual
180608 - scope to provide design services. ref SDS 10 3113
180609 -
180610 - This was initially considered on 980928. ref SDS 5 2448
180611 -
180612 - At the JV Coordination meeting on 980929 Gensler did not discuss the
180613 - probject schedule, WBS or resource allocation. ref SDS 7 6804
180614 -
180615 - Kwan Henmi should be working with a Project Design Director instead of
180616 - a project manager on design coordination.
180617 -
180618 - Denis is aware of this difficulty.  He noted that Clonia dismissed
180619 - the design director in order to save money for Gensler.
180620 -
180621 - Denis seemed to indicate that, during the construction document design
180622 - phase, there is justification based on industry practice for not using
180623 - a design director.
180624 -
180625 - We considered the problem that considerable design coordination is
180626 - required based on the two meetings I have attended, which includes
180627 - some 72 Action Items, ref SDS 7 8392, and Clonia is not effective in
180628 - this role relative to Kwan Henmi.
180629 -
180630 - Second, Gensler is not performing Project Management, because the
180631 - Project Manager is busy performing design coordination, and this is
180632 - adversely impacting Kwan Henmi's ability to perform.
180633 -
180634 - Therefore consideration should be given to notifying Gensler that this
180635 - problem should be remedied.
180636 -
180637 -
180638 -  ..
1807 -
1808 -
1809 - 1433 called Ivan at KH
1810 -
181001 - Schedule Meeting for Design Orientation and Overview of Issues
181002 -
181003 - Based on the meeting this morning with the Structural Consultants, it
181004 - is hard to follow the discussion that is conducted in a lot of mumbles
181005 - and half-sentences, pointing to details.  Since it is politically
181006 - constrained to ask questions, I cannot get clarification during the
181007 - meeting.
181008 -
181009 - I asked if we can meet for a verbal orientation on the project plans
181010 - and design issues. so I have a stronger sense of the discussions in
181011 - meetings.
181012 -
181013 - Ivan can meet tomorrow OA 0745.
181014 -
181015 -    [On 981002 met with Ivan. ref SDS 12 6292]
181016 -
181017 -
181018 -
1811 -
1812 -
Distribution. . . . See "CONTACTS"