THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net
S U M M A R Y
DIARY: July 29, 1989 12:22 PM .......;
Rod Welch
Prepared notes of discussion with Morris re his house project.
1...Summary/Objective
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CONTACTS
0201 - Chips & Technologies, Inc O-00000039 0101
020101 - Mr. Morris E. Jones; Sr. Vice President
SUBJECTS
Morris home remodel
0403 -
0403 - ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 1 0000.
040502 -
040503 - Reach agreement on rights with respect to differences in cost of
040504 - actual materials. If the concrete budget is $15 000, and only costs
040505 - $3,000, who benefits?
040507 - ..
040508 - Who gets the benefit of discounts for payment by the 10th prox. If
040509 - you give an advance payment, you should get the benefit.
040511 - ..
040512 - Who is responsible for the cost of design errors?
040514 - ..
0406 -
0407 -
0408 - Contract administration
0409 -
040901 - I found a copy of the AIA Short Form agreement in the TDI v. Shipsey
040902 - arbitration materials.
040904 - ..
040905 - At a minimum Morris should use it as a guide for the issues to be
040906 - adressed in the agreement.
040908 - ..
040909 - How are disputes to be decided?
040911 - ..
040912 - What are terms regarding liquidated damages for late completion?
040914 - ..
040915 - Will Jones suffer any actual damages as a result of late
040916 - completion? What about tax considerations?
040917 -
040918 -
040919 -
040921 - ..
040922 - Emphasize the importance of bonding the contractor. This will
040923 - disclose the contractor's ability to perform the contract.
040925 - ..
040926 - Get the insurance certificates before paying any money.
040928 - ..
040929 - Who is responsible for fire and other forms of loss during
040930 - construction?
040932 - ..
040933 - Does the policy cover the impact of delayed completion, if any.
040934 -
040935 -
040937 - ..
040938 - Pay on the basis of actual progress. Offer to place the construction
040939 - funds in an escrow account and release payment upon certification by
040940 - escrow officer and/or architect of satisfactory performance. This is
040941 - necessary to protect owner against payment for defective work.
040943 - ..
040944 - Maintain a record of all discussions with the contractor and the
040945 - designer.
040947 - ..
040948 - Track actual progress daily to determine deviations with target
040949 - completion and thereby actual completion date.
040951 - ..
040952 - You should use someone to shield the owner from the pressures of
040953 - unpopular decisions.
040954 -
040955 -
0410 -
0411 -
Distribution. . . . See "CONTACTS"