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


S U M M A R Y


DIARY: October 16, 1998 04:00 PM Friday; Rod Welch

Kwan Henmi Team meeting on Moscone III project.

1...Summary/Objective
2...October 30, 1998 is 25% CD Package Target Date
3...Schedule Milestones Have Been Revised by JV Management
4...Submission of Backgrounds to Consultants Moved from 981019 to 981026
5...CPM Schedule Needed to Support Work Plans, Track Action Items
6...Stairs Making Progress
7...Stairs to Roof
8...Cores, Restrooms
9...Elevator 1 and 2
10...Elevators 7 and 8
11...Room Numbers
12...Grease Duct, Kitchen
13...Kitchen Floor Drains
14...Basement
15...Concrete Block Wall Requires Structural Support
16...Communication Metrics Goals to Automate Information Management
17...Team Members Develop Notes of Meetings, Integrated by Comm Metrics
18...Not Enough Time to Support Intelligence Due to Acceleration Mode
19...Kwan Henmi Staff Has Only Limited Access to Computers for Email


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CONTACTS 
0201 - Gensler/Michael Willis/Kwan Henmi    415 433 3700 fax 415 627 3700
020101 - Mr. Ivan Romero, AIA; Project Architect
020102 - Kwan Henmi Architects
020103 - Interior Design/Documentation
020104 - Mr. Bolivar Puyol; Architect
020105 - Kwan Henmi Architects
020106 - Interior Design/Documentation
020107 - Mr. Lawrence Kuan; Architect
020108 - Kwan Henmi Architects
020109 - Interior Design/Documentation
020110 - Mr. Michael NLN; Architect
020111 - Kwan Henmi Architects
020112 - Interior Design/Documentation
020113 - Mr. Philip NLN; Architect
020114 - Kwan Henmi Architects
020115 - Interior Design/Documentation
020116 - Ms. Jannett NLN; Architect
020117 - Kwan Henmi Architects
020118 - Interior Design/Documentation

SUBJECTS
Team Meetings
Work Plans, Schedule
25% Interior Package, 50% Interior Package
Overtime, Kwan Henmi
Team Mtgs, Comm Metrics, Ivan

1407 -    ..
1408 - Summary/Objective
1409 -
140901 - Follow up ref SDS 22 0000, ref SDS 21 0000.
140902 -
140903 - Ivan will be on vacation beginning on 981030.  Robert Rudeen will
140904 - increase support for the Project Office.
140905 -
140906 - Ivan reported changes in project milestone schedule that synchronizes
140907 - with WMA progess. ref SDS 0 4075   Work plans and progress were
140908 - reviewed on pending issues, including overtime efforts. ref SDS 0 1454
140909 -
140910 - Communication Metrics was explained on using the Internet for a system
140911 - of business intelligence. ref SDS 0 1200  Ideas were considered for
140912 - improving productivity of meetings. ref SDS 0 1446  Limited time and
140913 - access to computers present challenges. ref SDS 0 2562
140914 -
140915 -       [On 981019 submitted this record to Bolivar for distrubution and
140916 -       comment from KH team. ref SDS 23 9216]
140917 -
140918 -       [On 981020 met with Ivan and requested feedback from the team on
140919 -       the notes. ref SDS 24 4602]
140920 -
140921 -       [On 981105 began implementing Communication Metrics feedback
140922 -       practices. ref SDS 29 0306]
140923 -
140924 -
140925 -
1410 -
1411 -
1412 - Discussion
1413 -
141301 -  ..
141302 - October 30, 1998 is 25% CD Package Target Date
141303 - Schedule Milestones Have Been Revised by JV Management
141304 -
141305 - Ivan advised that Denis recently notified Gensler, in a call to
141306 - Clonia, that Kwan Henmi expects to complete work on the 25% CD OA
141307 - 981030.  This reflects analysis and recommendations submitted on
141308 - 981014. ref SDS 18 6344 and, ref SDS 18 3385
141309 -
141310 - Kwan Henmi is purusing the work diligently, including overtime to meet
141311 - reasonable project schedule requirements, as requested by Gensler in
141312 - its memos reported in the record on 980929. ref SDS 7 4816
141313 -
141314 -      [On 981023 target for 50% CD is mid-December. ref SDS 26 5232]
141315 -
141316 - This change synchronizes KH with the schedule MWA is following, as
141317 - reported at the JV Coordination meeting on 981006. ref SDS 14 1800
141318 - ..
141319 - The new schedule revises prior targets Gensler presented for
141320 - completing the 50% CD package on 981030. Gensler's memo to SDE on
141321 - 980826 at the bottom of page one shows...
141322 -
141323 -                    50% printing October 30, 1998
141324 -
141325 - Another memo from Gensler to Kwan Henmi shows in para 3 under
141326 - milestone...
141327 -
141328 -                    50% printing October 15, 1998
141329 -
141330 -      ... ref DRT 1 3312
141331 -
141332 - The record is unclear on why Gensler notified KH of a date that is two
141333 - weeks earlier than the date given to SDE.  It may relate to the need
141334 - for KH work product to be provided to SDE in order for SDE to perform
141335 - follow on work, however, that objective is not clear in the document.
141336 -
141337 -
141338 -  ..
141339 - Submission of Backgrounds to Consultants Moved from 981019 to 981026
141340 -
141341 - Follow up ref SDS 14 5456, ref SDS 10 5456.
141342 -
141343 - Ivan advised that the intermediate milestone of proividing backgrounds
141344 - to consultants, discussed at the JV Coordination meeting on 981006,
141345 - ref SDS 14 5456, has been changed from 981019 to 981026.
141346 -
141347 -
141348 -  ..
141349 - CPM Schedule Needed to Support Work Plans, Track Action Items
141350 -
141351 - Action items in Gensler memos set out for the meeting on 980929....
141352 - ref SDS 7 8392, are accomplished in the normal course of KH design of
141353 - building systems. (see for example discussion of the "grease duct",
141354 - ref SDS 0 2550
141355 -
141356 - There was no report today on when Gensler will provide a schedule to
141357 - guide project management, as developed in the record of the JV
141358 - Coordination meeting on 980929. ref SDS 7 2240
141359 -
141360 - Once the project schedule is approved, it can guide assignment of
141361 - staff to perform activities, and action items cited by Gensler,
141362 - through daily work plans.  Absent a schedule and WBS, there is no
141363 - organizing method for routine reporting of action item status.
141364 -
141365 -     [On 981020 Robert Rudeen using Work Plans. ref SDS 25 0624]
141366 -
141367 -     [On 981023 Robert implements work planning. ref SDS 26 6540]
141368 -
141369 -
141370 -
141371 -
1414 -

SUBJECTS
Schedule
Operable Wall Enclosures

1705 -
170501 -  ..
170502 - Stairs Making Progress
170503 -
170504 - Lawrence advised he has input the full stairs on Howard street, and is
170505 - updating the CADD for stairs 1 - 6 on Minna street.
170506 -
170507 - He is working on updating the stairs for the 2nd and 3rd floors.
170508 -
170509 - Lawrence indicated that Clonia's remarks have been entered based on
170510 - work by Robert Rudeen, to add details of moveable wall enclosures.
170511 - This seems to address Clonia's request at the JV Coordination meeting
170512 - on 981006. ref SDS 14 4029
170513 -
170514 - Lawrence expects that stairs 1 - 6 will be entered within about 3
170515 - days.
170516 -
170517 - He expects to get design for input from Robert Rudeen on stairs 7 and
170518 - 8 by Monday, 981019.  CADD input could be complete by following
170519 - Friday.
170520 -
170521 - Ivan will reivew so that Lawrence can finalize by OA 981026.
170522 -
170523 -
170524 -
170525 -
1706 -

SUBJECTS
Stairs to Roof
Mechanical Rooms, Stairs

1905 -
190501 -  ..
190502 - Stairs to Roof
190503 -
190504 - There was discussion about a meeting today with the Life Safety
190505 - consultant that resulted in a decision to include the stairs to the
190506 - roof as part of the fire separation plans.
190507 -
190508 - Bolivar reported that these stairs are currently shown as open, and
190509 - so the design needs to be changed to enclose the stairs.
190510 -
190511 - Michael will do this.
190512 -
190513 -
190514 -
190515 -
190516 -
190517 -
1906 -

SUBJECTS
Restrooms, Floor Layouts
50% CD Package Schedule
Floor 1, Floor 2
Overtime, Weekends

2407 -
240701 -  ..
240702 - Cores, Restrooms
240703 -
240704 - Jannett plans to work on the weekend.
240705 -
240706 - Restroom layouts for floors 2 and 3 are identical.
240707 -
240708 - She is mostly "fine tuning."
240709 -
240710 - The floor drains will be layout per meetings with A&P on 981014, see
240711 - ref DIP 1 5928, and with SDE on 981015. ref DIP 2 7452
240712 -
240713 -    Later in the meeting, Ivan seemed to ask Michael to layout floor
240714 -    drain locations for toilets based on Moscone II plans.
240715 -
240716 -    Michael asked about getting information from the plumbing
240717 -    consultant on the location of of drain lines.
240718 -
240719 -    Jannette reported discussions with A&P on 981014 that developed
240720 -    this information, per ref DIP 1 5928
240721 -
240722 - Bolivar can plot the drawings on Monday, 981019.
240723 -
240724 - Bolivar will plot drawings on fire separation that have been marked by
240725 - Robert Rudeen.
240726 -
240727 - Bolivar is woking this weekend on Jannett's drawings.
240728 -
240729 - By Monday, 981019, he expects to have input cores for floors 1 - 3.
240730 -
240731 - This will include review by Michael and Ivan.
240732 -
240733 -
240734 -
240735 -
2408 -

SUBJECTS
Elevator 1, Elevator 2
Schedule

2705 -
270501 -  ..
270502 - Elevator 1 and 2
270503 -
270504 - Michael is reviewing elevators 1 and 2 for conflicts with shaft
270505 - enclosure.
270506 -
270507 - So far no conflicts have been identified.
270508 -
270509 - He needs to review the equipment room.
270510 -
270511 - There was discussion about the concrete block wall at A6 and A5. Ivan
270512 - indicated having submitted information to SDE on this.
270513 -
270514 -
270515 -
2706 -

SUBJECTS
Elevator 7, Elevator 8
Schedule

3005 -
300501 -  ..
300502 - Elevators 7 and 8
300503 -
300504 - Philip advised that cores 7 and 8 are solved.
300505 -
300506 - Ivan asked when a package can be submitted to the mechanical and
300507 - electrical consultants?
300508 -
300509 - There was discussion that the sky fold needs a section, but this may
300510 - not be needed for the submission to the consultants.
300511 -
300512 - Philip expects this package can be submitted today.
300513 -
300514 -
300515 -
300516 -
300517 -
3006 -

SUBJECTS
Room Numbers

3104 -
310401 -  ..
310402 - Room Numbers
310403 -
310404 - Jannette asked about updating the room numbers, which was raised by
310405 - Clonia at the JV Coordination meeting on 981006. ref SDS 14 2784
310406 -
310407 - Bolivar explained he has not been assigned this task.
310408 -
310409 - There was discussion that Robert Rudeen has discussed with Robert
310410 - Jansen the ideas developed by Clonia on assigning room numbers.
310411 -
310412 - Bolivar can transmit the computer files to the Kwan Henmi office where
310413 - Robert Jansen is located, so he can perform this work.
310414 -
310415 -
310416 -
310417 -
3105 -

SUBJECTS
Grease Duct
Kitchen Grease Duct

3705 -
370501 -  ..
370502 - Grease Duct, Kitchen
370503 -
370504 - Michael has prepared 3 sections on the grease duct that reflect
370505 - coordination with structural consultant, SDE, on 981015, per memo at
370506 - ref DIP 2 6004,
370507 -
370508 - The design can be assembled for review by the code consultant.
370509 -
370510 - At the meeting on 980929 background on grease duct design scope was
370511 - developed based on Gensler memos. ref SDS 7 6300
370512 -
370513 - Michael related discussions from meeting with A&P on 981014 about
370514 - consideration being given to wrapping the grease duct in a 2 hour fire
370515 - rated blanket system, which then may preclude building a 2 hour gyp
370516 - board enclosed shaft. ref DIP 1 9396
370517 -
370518 - Ivan explained this concept requires review by the code consultant.
370519 -
370520 - Ivan advised that the 2 hour rated blanket wrap system on the grease
370521 - duct would be designed by vendor shop drawings, so Kwan Henmi does not
370522 - need to provide details.
370523 -
370524 - There was discussions that sufficient research is needed to ensure
370525 - that the dimensions of the grease duct and its configuration in the
370526 - structure, permit constructing the 2 hour blanket wrapping system.
370527 -
370528 -
370529 -
370530 -
3706 -

SUBJECTS
Kitchen
Layout
Plumbing, Floor Drains

4306 -
430601 -  ..
430602 - Kitchen Floor Drains
430603 -
430604 - There was discussion about meeting with the food service consultant
430605 - for guidance on the layout of floor drains in the kitchen.
430606 -
430607 - Issues include cart wash and dishwasing area drain requirements.
430608 -
430609 -
430610 -
430611 -
4307 -

SUBJECTS
Ramps
Walls, Conc. Block Support
Basement Conc. Block Walls
Structural, Conc. Block Wall

4707 -
470701 -  ..
470702 - Basement
470703 -
470704 - Michael explained that the entry and exit ramps into the basement,
470705 - encroach into the kitchen area.  This presents clearance issues for
470706 - ducts.
470707 -
470708 - Analysis indicates the ducts fit the present configuration.
470709 -
470710 -
470711 -
470712 -  ..
470713 - Concrete Block Wall Requires Structural Support
470714 -
470715 - The concrete block wall may require increased structural support.
470716 - Michael has discussed with SDE adding columns rather than increasing
470717 - the depth of the beam, in order to maintain present clearances for
470718 - ductwork.
470719 -
470720 -
470721 -
470722 -
470723 -
470724 -
4708 -
4709 -

SUBJECTS
Work Plans
Communication Metrics
Meeting Note Procedures

5506 -
550601 -  ..
550602 - Communication Metrics Goals to Automate Information Management
550603 -
550604 - Follow up ref SDS 22 3088, ref SDS 21 8568.
550605 -
550606 - Ivan introduced Rod Welch to explain goals of Communication Metrics...
550607 -
550608 -    1.  Prepare meeting notes to save time of Project Architect and
550609 -        provide timely information to project team.
550610 -
550611 -    2.  Add value to project management by adding intelligence to
550612 -        organize, align and analyse information, as explained on the
550613 -        Welch web site...
550614 -
550615 -                        http://www.welchco.com
550616 -
550617 -        This should reduce mistakes that require costly rework, where
550618 -        drawings have to be corrected for omitted or extraneous
550619 -        information that does not align with instructions. (see report
550620 -        at ref DRP 2 4172)
550621 -
550622 -        Work plans can be supported by the Action Item system in
550623 -        Communication Metrics, so that things do not fall through the
550624 -        cracks due to the large volume of things to do each day.
550625 -
550626 -    3.  Save time by delivering information via Internet rather than
550627 -        conventional printed documents.
550628 -
550629 -        This reduces the burden of managing and storing documents.
550630 -
550631 -        It should enhance access to information using the organization
550632 -        and linking features of Communication Metrics, in combination
550633 -        with link access features of web browsers.
550634 -        ..
550635 -    4.  Risk Management is a longer term advantage to the
550636 -        project, since the record enables the JV team to support design
550637 -        decisions that impact construction changes, claims and dispute
550638 -        resolution, and similar matters once the project is
550639 -        commissioned.
550640 -
550641 -          [On 981030 discussed Risk Management with Robert re support
550642 -          for team meetings. ref SDS 28 0413]
550643 -
550644 - The U.S. Army Corps of Engineers reported on 970328 that Communication
550645 - Metrics provides effective "business intelligence." ref DRP 1 6172
550646 -
550647 -      [On 981027 USACE reported with certainty Communication Metrics
550648 -      saved the government $190K at cost of $50K. ref SDS 27 7315]
550649 -
550650 - "Intelligence" is explained at ref OF 1 0582.
550651 -
550652 - Philip advised of having heard about Kwan Henmi's efforts to use the
550653 - Internet and automating the organization of information.  He feels
550654 - this is a good direction for management.
550655 -
550656 - Ivan noted the problem of information overload where the constant
550657 - stream of printed documents is difficult to track action items for
550658 - assignment into work plans, as reviewed for the JV Coordination
550659 - meeting on 980929. ref SDS 7 8392 and ref SDS 7 6534.
550660 -
550661 - Michael explained the need for the team to get timely information from
550662 - meetings with consultants.
550663 -
550664 - On 971222, Andy Grove, CEO of Intel Corporation, described the
550665 - challenge of blending management discipline without stifling the
550666 - spirit of innovation. ref SDS 1 6695
550667 -
550668 -
550669 -  ..
550670 - Team Members Develop Notes of Meetings, Integrated by Comm Metrics
550671 -
550672 - Follow up ref SDS 22 3748.
550673 -
550674 - I advised of difficulties keeping up with the volume of the record,
550675 - per the letter to Denis on 980914, ref SDS 18 3240, and discussion
550676 - with Ivan yesterday. ref SDS 22 4576
550677 -
550678 - Bolivar explained his practice of recording understandings from daily
550679 - business communications in a log or diary.  This is ideal to support
550680 - Communication Metrics.  Bolivar noted that every communication cannot
550681 - be recorded, otherwise the team would be doing nothing except writing
550682 - down what is said, rather than doing the work that is the purpose of
550683 - communication.
550684 -
550685 - Business intelligence does not capture every communication, but rather
550686 - identifies critical alignment with requirements, conflicts, and
550687 - impacts on the ability of Kwan Henmi to perform its work, and/or major
550688 - risks with respect cost, time and quality.
550689 -
550690 - Design work is inherently information intensive.  This presents a
550691 - challenge of scale to devise a simple, direct means of getting enough
550692 - of the record to be useful without overburdening anyone, as related by
550693 - Clonia at the meeting on 980929. ref SDS 7 7038
550694 -
550695 - Architects recognize the value of design.  So this is an opportunity
550696 - for the Kwan Henmi team on Moscone III to participate in discovering
550697 - an effective intelligence process for design work.
550698 -
550699 - We considered the idea discussed with Ivan yesterday, about each
550700 - architect, who attends a meeting, preparing a short note of one or two
550701 - paragraphs on what was important to their work that flowed from the
550702 - meeting. ref SDS 22 3748
550703 -
550704 - With everone providing a little input, the Communication Metrics
550705 - technology can assemble and deliver valuable intelligence for the
550706 - project.
550707 -
550708 -      [On 981105 began implementing this goal. ref SDS 29 0306]
550709 -
550710 - Michael noted that meetings would be more productive if there is a
550711 - published agenda, and if issues from prior meetings are reviewed for
550712 - progress.
550713 -
550714 - The advantage of preparation to improve productivity was demonstrated
550715 - at the meeting on 981015 with the Structural engineer, when Michael
550716 - used a list of specific questions he needed answered.
550717 -
550718 - Would it be possible to write up the answers to such questions and any
550719 - pending issues, for inclusion in the meeting notes?
550720 -
550721 - Michael suggested that Kwan Henmi respond to Gensler memos and request
550722 - information from Gensler, so that the Project Manager can respond in
550723 - an orderly manner, rather than continually request day to day that KH
550724 - staff attend to momentary concerns.  This would enable Kwan Henmi to
550725 - work productively.
550726 -
550727 -
550728 -  ..
550729 - Not Enough Time to Support Intelligence Due to Acceleration Mode
550730 -
550731 - Jannett commented that under current project conditions of maximum
550732 - effort on producing drawings by 981030, the team should wait until
550733 - after things slow down so there is enough time for the staff to begin
550734 - writing up their understandings from meetings to support Communication
550735 - Metrics.
550736 -
550737 - Phillip offered that the pace of the work will not likely change
550738 - appreciabely until the project is let for bids.
550739 -
550740 -      [On 981105 began implementing this goal. ref SDS 29 0306]
550741 -
550742 - The dynamics of a crowded project office with the mix of personalities
550743 - on a complex, highly visible public works project, auger for continued
550744 - pressure.
550745 -
550746 - There was discussion that once Kwan Henmi catches up with the Gensler
550747 - schedule, there will be less pressure.
550748 -
550749 - Gensler, however, has not produced a schedule.
550750 -
550751 - There is no person or team in the project office or elsewhere that is
550752 - organizing work packages and planning activity sequences and durations
550753 - to show when things need to be done and the number or people needed to
550754 - do the work. This leads project management to view every activty that
550755 - arises day to day as "critical," under classic crisis management
550756 - conditions, noted by Ivan at the meeting on 980929. ref SDS 7 6534
550757 -
550758 -      [On 981105 began implementing this goal. ref SDS 29 0306]
550759 -
550760 -
550761 -  ..
550762 - Kwan Henmi Staff Has Only Limited Access to Computers for Email
550763 -
550764 - Ivan explained that the arrangement at the Moscone III project office
550765 - provides only a few of the Kwan Henmi staff with access to email on a
550766 - computer.
550767 -
550768 - This presents a limittion on using the Internet to reduce reliance on
550769 - printed documents and provide faster, more reliable access to
550770 - information.
550771 -
550772 -
550773 -
550774 -
Distribution. . . . See "CONTACTS"