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


S U M M A R Y


DIARY: November 19, 1998 07:38 AM Thursday; Rod Welch

Visit Robert at Kwan Henmi on meeting notes for Moscone.

1...Summary/Objective
2...Meeting Note Procedure
3...Mechanical Meeting 981112, Kwan Henmi Notes
4...Mechanical Meeting on 981112 Notes by MW - Robert's Comments
5...Gensler Incorrectly Lists KH as Co-author of Meeting Notes
6...Structural Meeting 981111 Notes by MW
7...Structural Meeting 981111 Notes by MW, Robert's Comments


..............
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CONTACTS 
0201 - Gensler/Michael Willis/Kwan Henmi    415 433 3700 fax 415 627 3700
020101 - Mr. Robert Rudeen; Architect
020102 - Kwan Henmi Architects
020103 - Interior Design/Documentation

SUBJECTS
Consultants and JV Team
Notes for Meetings
Use Notes from Others
Scope of Services
Evaluation, Objections

1307 -    ..
1308 - Summary/Objective
1309 -
130901 - Follow up ref SDS 9 0000, ref SDS 8 0000.
130902 -
130903 -
130904 -
130905 -
130906 -
130907 -
1310 -
1311 -
1312 - Discussion
1313 -
131301 -  ..
131302 - Meeting Note Procedure
131303 -
131304 - Robert asked if I had spoken to Bill about my new role?
131305 -
131306 - I advised of our meeting yesterday, and that my sense is that we need
131307 - to develop a scope for what needs to be done and how I can contribute.
131308 -
131309 - Robert said that Clonia does not want me to attend meetings, which was
131310 - first reported on 980930. ref SDS 1 2945
131311 -
131312 - Robert indicated that Clonia has represented that Gensler does not
131313 - want him to lead meetings and prepare meeting notes.  Gensler wants
131314 - Robert to redline drawings.  Gensler wants Michael Foegelle to
131315 - represent KH at meetings and submit notes in conjunction with Genser
131316 - and MW.
131317 -
131318 - Robert intends to comment on Gensler's notes for the mechanical
131319 - meeting held on 981112, per below, ref SDS 0 6174, as he did for the
131320 - structural meeting held on 981111, per our discussion on 981117. see
131321 - ref SDS 8 1581  His comments on Structural meeting are discussed
131322 - below. ref SDS 0 8670
131323 -
131324 - He seemed to indicate, however, an intent to notify Gensler that if
131325 - Robert cannot attend a meeting, then Welch will attend, presumably to
131326 - take notes.
131327 - ..
131328 - Robert advised that he wants Welch to produce and maintain the
131329 - integrated management of project information, including Gensler's
131330 - documents, as part of Communcation Metrics support.  He noted that for
131331 - the time being Welch will not attend meetings, and this will provide
131332 - the opportunity to capture the backlog of documents issued by Gensler
131333 - the past few weeks.  In the meantime Kwan Henmi management will review
131334 - with Gensler project procedures and staffing arrangements to maintain
131335 - progress of the work within a framework of professional conduct, as
131336 - discussed with Bill Long yesterday. ref SDS 9 6890
131337 -
131338 - I started to suggest that we need to think through Kwan Henmi's
131339 - managmenet processes, roles and functions, in light of the Bill Long's
131340 - notice on 980930, ref SDS 1 3888, to Gensler that Welch would support
131341 - project meetings.
131342 -
131343 - Ordinarily, a firm would not want to be changing procedures every
131344 - month or so, particularly, where, as here, they were requested to
131345 - provide certain support for consultant coordination, a primary aspect
131346 - of which is meetings.
131347 -
131348 - I think there are advantages to the new arrangement Robert has in
131349 - mind, but these should be thought through carefully, and Kwan Henmi
131350 - should at all times protect its right to manage its own work, and it
131351 - should preserve all of its rights under the JV agreement.
131352 -
131353 - I also started to review the need to distribute outstanding meeting
131354 - notes.
131355 -
131356 - Robert did not have time this morning to review these issues.  We will
131357 - try to talk later in the afternoon.
131358 -
131359 -
131360 -
1314 -
1315 -
1316 - 1420
1317 -
131701 - Called Robert at Kwan Henmi, and left a voice mail about meeting this
131702 - afternoon.
131703 -
131704 -
1318 -
1319 -
1320 - 1534
1321 -
132101 - Called Ivan at the Project Office.  Robert has not come in yet.  Ivan
132102 - will hask Robert to call me, if he has time this afternoon.
132103 -
132104 -
1322 -

SUBJECTS
Mechanical Meeting, 981112
PM Lists KH Staff as Co-author of Notes for
Falsely Reports Project Record Prepared by

1706 -
170601 -  ..
170602 - Mechanical Meeting 981112, Kwan Henmi Notes
170603 -
170604 - I asked about getting Robert's edits for the notes on the mechanical
170605 - meeting on 981112, which I gave him on 981117, ref SDS 8 0475, per my
170606 - voice mail yesterday suggesting that we procede to complete this set
170607 - of notes for Kwan Henmi. ref SDS 9 9392
170608 -
170609 - I looked through the notes and found that every section was marked
170610 - with a vertical line along the left margin, but there were no
170611 - substantive comments of the kind he has been making.
170612 -
170613 - Robert initially gave me these notes, then took them back, saying he
170614 - had more to do with them.
170615 -
170616 -
170617 -
170618 -  ..
170619 - Mechanical Meeting on 981112 Notes by MW - Robert's Comments
170620 -
170621 - Robert gave me another printed set of notes for the mechancial meeting
170622 - held on 981112, which I recived initially on 981117. ref SDS 8 1581
170623 -
170624 - This printed set has extensive handwritten comments in the margins,
170625 - that seem to be intended to support preparation of a formal letter
170626 - comment letter, similar to Robert's letter on the Structural meeting
170627 - ..
170628 - Robert prepared a memo, ref DIT 2 0000, commenting on Gensler's
170629 - notes, ref DRT 2 7789, for the mechanical meeting on 981112 shown in
170630 - the record at. ref SDS 7 0000.  He advised that the memo includes the
170631 - handwritten comments he showed me today.
170632 -
170633 -     [On 981120 Robert wants me to get Gensler's notes via email from
170634 -     Bolivar at the Project Office to integrate them into the project
170635 -     record on the Internet. ref SDS 10 2375]
170636 -
170637 -     [On 981120 Robert sent his comment files to me via email, per
170638 -     record at ref SDS 10 4883]
170639 -
170640 -     [On 981123 received docs into the record. ref SDS 11 5512]
170641 -
170642 - Robert pointed out a possible slight or simple oversight in protocol
170643 - in that Gensler has spelled out all of the attendee firm names, except
170644 - for Kwan Henmi.
170645 -
170646 -     This is set out in the opening para of his comment memo to Gensler
170647 -     dated 981119. ref DIT 2 3845
170648 -
170649 -
170650 -  ..
170651 - Gensler Incorrectly Lists KH as Co-author of Meeting Notes
170652 -
170653 - Robert advised that Michael Foegelle was suprised to find his name on
170654 - the notes prepared by MW, and that he did not participate in preparing
170655 - the notes, contrary to what is stated in the document, as reported on
170656 - 981117. ref SDS 8 8112
170657 -
170658 -      [On 981123 Robert's Project Work Summary for week ending 981120
170659 -      says that Gensler assigned Michael to prepare notes for meetings.
170660 -      If that is true, it is unclear why he would be suprised by being
170661 -      shown as a co-author of the record. ref SDS 12 4883]
170662 -
170663 - Evidently Steven Hergert or Clonia Cautis asked Michael if they could
170664 - see his notes for the part of the mechanical meeting he attended, and
170665 - possibly Michael provided notes, as a courtesy and not intending to
170666 - represent that his submission was on behalf of Kwan Henmi nor that his
170667 - notes were complete and accurate, since he only attended a small
170668 - portion of the meeting.  It is not clear that he even had any notes,
170669 - and so may simply have discussed his recollections with Steven or
170670 - Clonia.
170671 -
170672 -      Showing KH participated in preparation of a project record when
170673 -      that did not occur, as on 981117, ref SDS 8 8112, improperly
170674 -      conveys that KH management endorses the record and, also,
170675 -      conceals the fact, that the record was prepared without KH
170676 -      management input, which has implications for future liability
170677 -      under risk management precepts.  Incorrect records, as occurred
170678 -      previously on 981014, ref SDS 2 3819, reduces trust and
170679 -      credibility in project management, as set out in the record of
170680 -      the meeting on 981118 wtih Bill Long. ref SDS 9 9660 and further
170681 -      at ref SDS 9 6076
170682 -
170683 -      Engaging a staff member other than KH assigned management, in
170684 -      this case, Robert Rudeen, on official communications is a serious
170685 -      breach of authority and trust.
170686 - ..
170687 - This morning, Robert was rushed to finish preparing a document,
170688 - before leaving for the trial in which he is sitting as a juror, so we
170689 - only had less than 10 minutes to talk.
170690 -
170691 - He is preparing comments to supplement and correct the record of KH
170692 - coordination with the mechanical consultant at the meeting on 981112,
170693 - similar to the comments he filed on Gensler's report for Structural
170694 - coordination on 981111, which we discussed on 981117. ref SDS 8 1581
170695 -
170696 -     [On 981120 Robert submitted comments. ref SDS 10 4883]
170697 -
170698 -     [On 981123 received Robert's comments. ref SDS 11 5512]
170699 -
170700 -
170701 -
170702 -
1708 -

SUBJECTS
Structural Meeting, 981111

1904 -
190401 -  ..
190402 - Structural Meeting 981111 Notes by MW
190403 -
190404 - Robert gave me a set of printed notes for the structural meeting on
190405 - 981111 prepared by MW on behalf of Gensler.  These notes have a very
190406 - few handwritten comments entered with a red pencil that makes them
190407 - difficult to read. The author is inclear.
190408 -
190409 -
190410 -  ..
190411 - Structural Meeting 981111 Notes by MW, Robert's Comments
190412 -
190413 - Robert gave me his memo dated 981118, ref DIT 1 9725, to Gensler that
190414 - comments on notes prepared by MW for the structural meeting on 981111,
190415 - ref SDS 4 0000, per the procedure explained above. ref SDS 0 8960
190416 -
190417 - These are comments on Gensler's memo dated 981112, ref DRT 1 7789,
190418 - prepared by Steven Hergert, received on 981117. ref SDS 8 1581
190419 -
190420 - Robert has approximately 20 corrections, and requests distribution by
190421 - Gensler.
190422 -
190423 - Robert said he sent this to me via email, but I have not received it.
190424 -
190425 -    [On 981123 received email that included Robert's memo. ref SDS 11
190426 -    5512]
190427 -
190428 -
190429 -
190430 -
Distribution. . . . See "CONTACTS"