CONTACTS 
0201 - Corps of Engineers, SFD            415 977 8400 fax 8483
020101 - Mr. Thompson F. Keesling, Architect; Assistant Chief =415 977 8473/8701
020102 - Construction Operations Division   =415 977 8480

SUBJECTS
Richmond Scope of Services, 970225
Accuracy, SDS Records Inaccurate
Richmond QA Scope of Services
Richmond QA Section C Final Review
Port of Richmond

0807 -    ..
0808 - Summary/Objective
0809 -
080901 - Follow up ref SDS 11 0000, ref SDS 9 0000.
080902 -
080903 - Tom will send Monti and Tom Benero an email to ask about scheduling a
080904 - meeting on Richmond Quality Assurance.
080905 -
080906 -
080907 -
080908 -
0810 -
0811 -
0812 - 1418 called Tom
0813 -
081301 - He has met with Tom Benero and they set a meeting for tomorrow at 1000
081302 - to discuss the Richmond situation.  Tom Keesling did not get an
081303 - indication from Tom Benero that he has read Section C on Quality
081304 - Assurance, so he does not have a feel for any concern Monti may have
081305 - expressed about the present draft of the Scope of Services.
081306 -
081307 -
0814 -
0815 -

SUBJECTS
COE Contractor Evaluation, Oakland
COE Manual, Implement
Submit Plan Integrate Comm Metrics and COE
Contract Administration Manual
Integrate Comm Metrics, COE Contract
Daily Log by Inspector
Diary record, Journal
Diary Chronology Causation History

2611 -
261101 -  ..
261102 - Obtaining Input from COE Managers
261103 -
261104 - Followed up work at ref SDS 12 line 109.
261105 -
261106 - Tom has not received any edits from Max, Herb or Leonard.  We can
261107 - query Leonard tomorrow.  I saw Herb briefly but he was tied up in a
261108 - discussion, so I did not mention this matter.
261109 -
261110 -
261111 -  ..
261112 - COE Requirement to Maintain a Diary
261113 -
261114 - I asked Tom if he recalled the authority for the daily diary which he
261115 - mentioned during a meeting on 970221 is a COE requirement for the RE
261116 - to maintain, ref SDS 5 I16H He recalled that on a particular project
261117 - years ago it was his job to prepare the diary because the RE was not a
261118 - strong advocate of keeping up the diary.
261119 -
261120 - In effect, Tom was the Communication Manager for the RE on this
261121 - project.
261122 -
261123 -
261124 -  ..
261125 - Contract Administration
261126 -
261127 - Max was in a staff meeting, so I reviewed the Contract Administration
261128 - manual in his office, but could not find a requirement for keeping a
261129 - daily diary.  They have to fill out a QA report, but that is basically
261130 - filling out a form, check this box, check that box etc.
261131 -
261132 - There is also a specific explanation of the weekly progress meeting
261133 - and the need to write notes for it, which is a process that is
261134 - improved by Communication Metrics, since SDS integrates current
261135 - information with past understandings and documents, and it tracks
261136 - Action Items.
261137 -
261138 -      [On 970317 requirement for inspector's log ref SDS 14 5602.]
261139 -
261140 -
261141 -
261142 -  ..
2612 -
2613 -
2614 - 1350 called Chuck Shoer             202 761 0649
2615 -
261501 - Chuck is in charge of Contract Administration for the Corps of
261502 - Engineers.  He signs off on the CCA Guide I reviewed in Max's office,
261503 - and which Max wants SDS to support through Communication Metrics, per
261504 - our meeting on 961206, ref SDS 4 1204.
261505 -
261506 -     [See discussion with Max on 970311, ref SDS 13 5835]
261507 -
261508 - I got Chuck's phone number from Tom Keesling.
261509 -
261510 - I explained briefly the background using Communication Metrics on the
261511 - Oakland project and the evaluation being prepared by the San Francisco
261512 - District, which we want to relate to the Corps of Engineers' practice
261513 - for the RE to keep a daily diary.
261514 - ..
261515 - Chuck said USACE eliminated the requirement for the RE to keep a
261516 - daily diary of important events and information.  He explained that
261517 - questions arose about the value of a diary in relation to possible
261518 - liability exposure, and the time required to perform this function.
261519 - The feeling was that the RE would have more time for other duties by
261520 - eliminating the daily diary, and that the objective of the diary can
261521 - be accomplished by assembling information from other sources.
261522 -
261523 - We did not discuss benefits of the diary process to discover and fix
261524 - misunderstanding in time to avoid costly rework, and to show
261525 - reasonable steps were taken to avoid conflicts, reviewed with Justice
261526 - Stanley Mosk on 911130. ref SDS 1 5006  On 911212 Dave Bouncristiani,
261527 - Esq., explained benefits of good records. ref SDS 2 8492  On 950204
261528 - SDS "automated" diary delivers a lot of "fire power." ref SDS 3 0550
261529 -
261530 -      [On 970317 discovered CCA Guide requires "Inspection of Work" to
261531 -      keep record of factors that impract price. ref SDS 14 5602.]
261532 -
261533 -      [On 970525 article on project management calls for a repository
261534 -      of experience and analysis of historical data, ref SDS 16 4700.]
261535 -
261536 -      [On 971017 discussed with Jim Jones, Chuck's former Dupty, that
261537 -      eliminating daily diary is one of the new realities that reduces
261538 -      productivity, ref SDS 19 4067.]
261539 -
261540 -      [On 980307 Andy Grove calls differences between policy and actual
261541 -      work practice "strategic dissonance." ref SDS 20 5517]
261542 -
261543 -      [On 990414 Caltrans needs help with diary. ref SDS 21 7488]
261544 - ..
261545 - Chuck mentioned that RMS is aimed at applying technology to
261546 - support COE Construction Contract Administration procedures.
261547 -
261548 -      [On 970418 Communication Metrics report was received from USACE.
261549 -      ref SDS 15 3368.]
261550 -
261551 -  ..
261552 - Chuck said he would like to see the District's report on Communication
261553 - Metrics when it is published.
261554 -
261555 -      [On 070807 called Chuck to follow up. ref SDS 17 PF6N
261556 -
261557 -      [On 970818 followed up again. ref SDS 18 3887
261558 -
261559 -
261560 -
261561 -
261562 -
261563 -  ..
2616 -
2617 - Analysis
2618 -
261801 - Seems like the report should differentiate RMS from Communication
261802 - Metrics.
261803 -
261804 -      [This was done in the final report issued on 970418, ref SDS 15
261805 -      3945]
261806 -
261807 -
261808 -
261809 -
261810 -
261811 -
261812 -
261813 -
2619 -
2620 -