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


S U M M A R Y


DIARY: May 12, 2003 02:53 PM Monday; Rod Welch

Called Stewart Ng at Caltrans District 4 about Com Metrics.

1...Summary/Objective


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CONTACTS 
0201 - State of California
020101 - Department of Transportation
020102 - Mr. Iman Sallam, P.E.
020103 - Senior Transportation Engineer
020104 - Construction Program MS-44
020105 - Field Automation
0202 - State of California
020201 - Department of Transportation
020202 - Mr. Ross Chittenden
020203 - Chief Office of Project Management
020204 - Project Management Program, MS 28
020205 - Systems Implementation

SUBJECTS
Common Administration
Caltrans, Self-evident Cost Savings
Clear Concise Complete Communication
Caltrans Stewart Ng Will Assign Some People to Make a Review and Repo

1006 -
1006 -    ..
1007 - Summary/Objective
1008 -
100801 - Follow up ref SDS 30 0000. ref SDS 25 0000.
100805 -  ..
100806 - Stewart received the letter on our telecon last week Wednesday,030507,
100807 - but has not had time to review SDS and Com Metrics explained in that
100808 - record. ref SDS 30 UR4N
100810 -  ..
100811 - The Governor has frozen money for operations, because allocated funds
100812 - for all departments are now susceptible to being drawn down in order
100813 - to meet a state-wide deficit.
100815 -  ..
100816 - California was hurt by the energy problem two years ago, and is still
100817 - recovering.  Budget problems are compounded by the slow down in the
100818 - economy that followed the expansion in the 90s, and has been further
100819 - impacted by additional security expenses resulting the attack on
100820 - 010911. ref SDS 24 0001
100822 -  ..
100823 - Discretionary funding for running departments does not address the
100824 - governor's authority to take money from the highway budget (Caltrans)
100825 - funded separately by the gas tax and in the case of the SF Bay Bridge
100826 - project by bridge tolls.  Projects have a mix of funding from local,
100827 - state and federal sources of revenue. There is a duty to spend that
100828 - money prudently.
100830 -  ..
100831 - Stewart recalled from our earlier discussions that SDS is about a
100832 - diary, and noted that the state is using a diary system supported by
100833 - the Newton, or similar capability.
100835 -  ..
100836 - Remembering "diary" shows good understanding about the general gist of
100837 - Knowledge Management, which is enabled by SDS and Com Metrics, and
100838 - explained in detail on 030507. ref SDS 30 UR4N
100840 -  ..
100841 - Typically, a "diary" is created and then only examined if a lawsuit
100842 - occurs.
100844 -  ..
100845 - SDS provides a more powerful way for the Engineer to direct the work
100846 - day-to-day using an "intelligence" resource based on a diary model for
100847 - tracking alignment of cause and effect with contract specifications,
100848 - schedules, commitments in calls, email, and other correspondence, as
100849 - reported by the US Army Corps of Engineers. ref DRP 6 6172  The SDS
100850 - method of command and control strengthens traditional diary methods by
100851 - constructing an audit trail that avoids misunderstandings and mistakes
100852 - that delay the work and increase costs. (see explanation in POIMS,
100853 - ref OF 6 1113,
100855 -  ..
100856 - In our call on 030507 "meetings" were cited as a common application.
100857 - ref SDS 30 BG6L  Therefore a simple way to gain experience with SDS is
100858 - to use for a few weekly progress meetings with the contractor.
100859 -
100860 -      An example of this application on the Oakland Harbor project is
100861 -      the record on 961001. ref SDS 1 0001
100863 -  ..
100864 - Stewart will assign some engineers to review SDS and Com Metrics, and
100865 - brief him on how these capabilities relate to existing Caltrans
100866 - methods, based on information in the record on 030507. ref SDS 30 UR4N
100868 -  ..
100869 - Ross Chittenden would be ideal for this review, based on prior
100870 - research, reported on 030507, ref SDS 30 WK9F, however, Stewart
100871 - indicated that the group Ross headed up on this subject has ended.
100873 -  ..
100874 - Stewart will ask some engineers in the District to make the review.
100876 -  ..
100877 - If Stewart concludes Caltrans can save time and money using SDS and
100878 - Com Metrics, then we can figure out how to get the work done within
100879 - State budget requirements.
100881 -  ..
100882 - Submitted email to Stewart linked to this record confirming
100883 - understandings, and asking Stewart for a heads up on when the
100884 - assignment is made, and for the opportunity to work with the person or
100885 - team he assigns to develop a timely analysis for Stewart's
100886 - consideration.
100887 -
100888 -     [On 030519 submitted follow up email to Stewart. ref SDS 31 0001
100889 -
100890 -
100891 -
100892 -
100893 -
100894 -
100895 -
100896 -
100897 -
1009 -
Distribution. . . . See "CONTACTS"