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
0202 - Corps of Engineers, Sausalito      415 331 0404 fax or 800...
020201 - Mr. Leonard SooHoo, P.E.; Chief; Construction Service Branch
0203 - Corps of Engineers, SFD            415 977 8400 fax 8483
020301 - Mr. Max R. Blodgett, II, P.E., L.S.
020302 - Construction Operations Division   =415 977 8480
0204 - Corps of Engineers, Sausalito      415 331 0404 fax or 800...
020401 - Mr. Mike Murphy; Project Engineer
020402 - Construction Service Branch =Telephone/fax

SUBJECTS
Richmond Scope of Services, 970225
COE Staffing, Staffing of Project
Richmond Harbor Deepening, Scope of
RMS Support, CCA Guide

1106 -    ..
1107 - Summary/Objective
1108 -
110801 - Follow up ref SDS 7 0000, ref SDS 5 0000.
110802 -
110803 - We reviewed the alternate versions of Task Orders 1 and 2, and 3 and
110804 - 4.  Developed edits which will be incorporated for distribution of
110805 - corrected versions tomorrow.  Developed organizational analysis of
110806 - Construction Services Branch and the Richmond Project.  Scheduled
110807 - meeting with Max on Thursday 970320 at 0800 for review of progress.
110808 -
110809 - Herb Cheong submitted to Tom Keesling his assessment of Communication
110810 - Metrics on Oakland, still need something from Leonard and Marc.
110811 -
110812 -     [See follow up posting edits ref SDS 12 0000.]
110813 -
110814 -  ..
1109 -
1110 -
1111 - Discussion
1112 -
111201 - Scope of Services Approved on Interim Basis
111202 -
111203 - At COE I first visited Bick to see if Mike Murphy's organization chart
111204 - had plotted, ref SDS 8 8452. Bick said the plotter problem has been
111205 - cleared, but the plot job was cancelled and has to be sent again. I
111206 - went back to the 8th floor and made copies of the two sets of Scope of
111207 - Services printed this morning at ref SDS 11 0000.
111208 -
111209 -       [On 970320 Monti Jaggers submits questions on Communication
111210 -       Metrics, ref SDS 17 7553.]
111211 -
111212 - We met in the large conference room, and I explained initially that
111213 - both versions of the proposed Scope of Services have identical
111214 - combined scope for Task Orders 1 and 2, but are differentiated as
111215 - follows:
111216 -
111217 -       Version 1                      Version 2
111218 -       ---------------------------    ------------------------------
111219 -       TO 1   Inspection              TO 1   Inspection
111220 -              RMS Support
111221 -
111222 -       TO 2   Communication Metrics   TO 2   RMS Support
111223 -                                             Communication Metrics
111224 -
111225 - We considered the concept from analysis at ref SDS 9 line 108, and
111226 - recommended adoption of the first version of Task Order 1, ref OF 1
111227 - line 7, that calls for Luster to provide Contract Administration
111228 - support IAW the CCA Guide, ref OF 1 line 279, by Inspection for
111229 - Quality Assurance, and by RMS implementation planning and assisting
111230 - the Project Engineer in using RMS to perform Construction Management
111231 - and Quality Assurance.  It is expected Luster's Project Manager can
111232 - provide necessary support for RMS and supervise Inspection operations,
111233 - in conjunction with on the site Communication Administrator providing
111234 - Communication Metrics support under Task Order 2, ref OF 2 line 7.
111235 -
111236 -
111237 -  ..
111238 - Chapter 3 in the CCA Guide calls for a Contract Administration Plan,
111239 - and this will be accomplished in the RMS planning, ref OF 1 line 260,
111240 - and ref OF 1 line 279, per Max's request at ref SDS 4 line 279.
111241 -
111242 -      [See meeting with Tom on 970328 mapping out the typical planning
111243 -      process, ref SDS 18 7482, and on WBS at ref SDS 18 6694.]
111244 -
111245 - Explained that version 2 implements Tom Keesling's memo, ref DRP 1
111246 - line 27, to Leonard from the meeting with Tom Benero, Monti and Sue
111247 - Fairchild on 970311, ref SDS 4 line 133.  We considered the potential
111248 - for confusion from the fact that Task Order 1 in this second version
111249 - calls for a Project Manager, and Task Order 2 also calls for a Project
111250 - Manager.  We decided to make this more clear in the document.
111251 -
111252 - We considered the advantage of version 1 that provides for Luster's
111253 - Project Manager to both supervise inspection and provide RMS support
111254 - for Construction Management, ref OF 1 line 94.  It is expected that
111255 - this scenario will require $20K - $30K, to perform planning for both
111256 - RMS implementation and Construction Management.
111257 -
111258 -
111259 -       Communication Metrics Control
111260 -
111261 -       We reviewed the need to develop an SDS subject index and for
111262 -       collaboration with COE in this task, per ref OF 2 line 120, and
111263 -       at ref OF 2 line 288, as was done with Tom Keesling on Oakland
111264 -       last October, ref SDS 1 line 150.
111265 -
111266 -       Discussed the need and use of the SDS Contacts data base, per
111267 -       ref OF 2 line 300.
111268 -
111269 -       Reviewed the need to load contracts and other control criteria
111270 -       for linking into the daily diary and correspondence, ref OF 2
111271 -       line 141.
111272 -
111273 -
111274 -       Communication Support for Project Engineer
111275 -
111276 -       We discussed that the Project Office staff, including the A-E
111277 -       Project Manager and the Communication Manager, can develop
111278 -       drafts of correspondence, as specified in the drafts at ref OF 2
111279 -       line 163, which can be signed for distribution by the Project
111280 -       Engineer rather than have them prepared and signed by the RE,
111281 -       the CO and others.  We have not specifically said A-E PM will
111282 -       draft correspondence for Project Engineer, but will discuss this
111283 -       with the A-E in interviews to get their sense of what they can
111284 -       do on this.  There seemed to be agreement that Construction
111285 -       Management can be performed more efficiently if centered at the
111286 -       Project Office, as contemplated by the Scope of Services under
111287 -       these Task Orders.
111288 -
111289 -
111290 -       Summary of Deliverables
111291 -
111292 -       Reviewed this added format section developed for Task Order 2 in
111293 -       version 2 at ref SDS 10 line 95.  Tom and Leonard decided to use
111294 -       this format.
111295 -
111296 -
111297 - Reviewed the addition of a section in the Monthly Status report for
111298 - the A-E to review progress implementing RMS, per ref OF 1 line 533.
111299 -
111300 - Leonard and Tom indicated a preference for using version 1 of Tasks
111301 - Orders 1 and 2, rather than the 2nd version, so that the cost of work
111302 - performed by the A-E is fully segmented from Communication Metrics, as
111303 - discussed above.
111304 -
111305 -       [See where this version was submitted to Luster to begin
111306 -       negotiations, ref SDS 14 line 158.]
111307 -
111308 -       [See where Monti Jaggers developed questions about using
111309 -       Communication Metrics, ref SDS 17 line 278.]
111310 -
111311 - Tom said CFMS should be changed to CEFMS, and he corrected the
111312 - explanation of CEFMS and PROMIS, as respectively financial and project
111313 - management systems, ref OF 1 line 241.  We also changed the GS levels
111314 - to 10, 12 and 13 for Communication Metrics staff.  Tom and Leonard
111315 - noted that the training and experience requirements are otherwise
111316 - adequate to support the audit process for setting payment rates.  Tom
111317 - wants the Communication Metrics subcontractor to give notice to the
111318 - COR instead of the CO on potential claims, ref OF 2 line 165.  We
111319 - noticed that para 3b(13) needed to clarify that the Project Manager
111320 - providing RMS support is the same person as the QA/QC Manager II, ref
111321 - OF 1 line 207.
111322 -
111323 - Tom initially asked to changed "formulated" to "implemented" to
111324 - reflect the status of his planning for automated management systems
111325 - cited in para 3c, ref OF 7 line 122.  Upon discussion, it was decided
111326 - that relative to the work on the Richmond project under this scope of
111327 - services which will entail implementing Tom's plans, and providing
111328 - continual input for updating planning, that "formulate" provides
111329 - better utility relative to this Task Order.  Decided to change
111330 - "formulated to "managed."
111331 -
111332 - Leonard asked me to enter these edits and submit the files to Teri via
111333 - internet.  Tom suggested I edit and submit both versions, just in case
111334 - at some point in the review process it turns out the 2nd version is
111335 - ultimately requested.  There is still fair amount of work to check
111336 - and conform the cross-references.
111337 -
111338 -     [On 970318 did this at ref SDS 13 0000, and on 970319 delivered to
111339 -     Tom Keesling at ref SDS 15 0000, and to Mike Murphy for Leonard at
111340 -     ref SDS 16 line 122.]
111341 -
111342 -       [On 970320 Monti Jaggers developed questions about Communication
111343 -       Metrics, ref SDS 17 7553.]
111344 -
111345 -
111346 -
111347 -
1114 -

SUBJECTS
Cost

1204 -
120401 - Government Estimates and Audit
120402 -
120403 - Leonard indicated he has done an estimate for inspection, but has not
120404 - yet costed the planning and support for RMS and Communication Metrics.
120405 - An approach to costing this would be as follows:
120406 -
120407 -       Luster Principal            30 Hrs    $130    $  3,900
120408 -              Project Manager     300 Hrs    $115      34,500
120409 -
120410 -       Welch Comm Manager         300 Hrs    $120      36,000
120411 -             Comm Agent           300 Hrs    $ 95      28,500
120412 -             Comm Administrator   300 Hrs    $ 75      22,500
120413 -                                                     ---------
120414 -                                                     $125,400
120415 -
120416 -     This seems like a pretty big chunk; maybe $90K is closer to the
120417 -     right number.
120418 -
120419 - We considered Sue Fairchild's  memo, ref DRP 2 line 20, from the
120420 - meeting with Leonard, ref SDS 6 line 83.
120421 -
120422 - Tom has received from Sue some estimates on another project that
120423 - showed pay rates in the $100 - $130 range.  G&A and profit is added,
120424 - but profit is negotiable.
120425 -
120426 -
120427 -
1205 -

SUBJECTS
A-E Consultant, Luster

1304 -
130401 - SBA Approval of Luster
130402 -
130403 - Tom had not received word from Monti on approval by SBA of Luster, per
130404 - ref SDS 7 line 104, so while I was there, he sent her another email
130405 - and advised of our plan to meet with Max on Thursday at 0800 to report
130406 - progress on planning for Richmond and Construction Services Branch
130407 - organization to handle new major projects.
130408 -
130409 -      [See follow up at ref SDS 15 line 119.]
130410 -
130411 -
130412 - Scope Review with Luster
130413 -
130414 - After Tom gets word from Monti that Luster is on-board, he will call
130415 - and talk to them about the scope of services to get their input before
130416 - a final edit is performed.
130417 -
130418 -     [See follow up at ref SDS 15 line 170.]
130419 -
130420 -     [See where scope of services, ref OF 1 line 7, was submitted to
130421 -     Luster to begin negotiations, ref SDS 14 line 178.]
130422 -
130423 -
130424 -
1305 -

SUBJECTS
Resident Management System (RMS)

1704 -
170401 -  ..
170402 - RMS Research Field Trips
170403 -
170404 - While we reviewed the scope of services calling for Luster to support
170405 - field trips to research implementation of RMS, Mike Murphy came into
170406 - the office and asked Tom if he received some literature or other input
170407 - Mike had evidently requested to support his planning on RMS?  Tom
170408 - seemed to indicate he had not received it and also noted that Mike can
170409 - visit other Districts where RMS is being used to obtain the
170410 - information needed to adequately assess and plan implementation of
170411 - RMS.
170412 -
170413 - No specific Action Item seemed to result from this part of the
170414 - discussion because Mike was hurried by the need to attend another
170415 - meeting.
170416 -
170417 -      [On 970319 Luster seems to have proposed providing District wide
170418 -      support that would relieve some of the burden on Mike, ref SDS 15
170419 -      4544.]
170420 -
170421 -      [On 970424 report that field trip for RMS research was scheduled.
170422 -      ref SDS 20 2559]
170423 -
170424 - Tom Keesling discussed briefly with Leonard that he needs a narrative
170425 - explanation from Mike along with a CPM schedule for planning
170426 - implementation of RMS.  Tom described a planning package he needs from
170427 - Mike that shows the various forms to be used under RMS.  Leonard will
170428 - coordinate this with Mike.
170429 -
170430 - There was discussion that this information may not yet be available.
170431 - Tom indicated the interface between CEFMS and RMS and/or PROMIS have
170432 - not yet been developed.
170433 -
170434 -
170435 -
1705 -

SUBJECTS
Organization
COE Staffing
Construction Services Branch

2006 -
200601 -  ..
200602 - Organizational Planning
200603 -
200604 - Follow up ref SDS 7 8333.
200605 -
200606 - Leonard provided copies of the initial organizational structure that
200607 - Tom Keesling drafted on the blackboard in the conference room when we
200608 - met on 970225, ref SDS 2 3148.  I explained the difficulty getting the
200609 - plot of the organization chart Mike Murphy sent to the 7th floor
200610 - plotter last Friday, ref SDS 8 8452.
200611 -
200612 -      [See follow up meeting with Max on 970320, ref SDS 17 0000.]
200613 -
200614 - Tom then sketched out an updated Organization Chart for CSB and the
200615 - Richmond project, based on the Richmond Scope of Services work that
200616 - has since been done, as reviewed this morning, and which includes
200617 - Communication Metrics support for the Construction Services Branch.
200618 -
200619 -  ..
200620 -
200621 - Tom's sketch includes some rough planning of management resource needs
200622 - for the Construction Services Branch over the next few years to manage
200623 - new projects.  Leonard confirmed that the Humbolt project will be done
200624 - this year, per Mike Murphy's observation last week, ref SDS 6 line
200625 - 201.
200626 -
200627 - We considered meeting with Max to present this preliminary planning
200628 - and since Mike Murphy was in the office this morning, we asked if he
200629 - could prepare a formal draft of the organization chart Leonard and Tom
200630 - developed during the meeting this morning, so it can be used for the
200631 - meeting with Max on Thursday?  Mike indicated he has a heavy schedule
200632 - of other tasks.  I offered to visit with him tomorrow or Wednesday to
200633 - facilitate this effort, and will call Mike tomorrow to confirm if a
200634 - meeting is feasible for him.
200635 -
200636 -
200637 -
2007 -
2008 -
2009 - 0910 visited Max
2010 -
201001 - I went next door and explained the status of progress on mobilizing
201002 - for Richmond, per above, and asked Max if he can meet Thursday or
201003 - Friday for a project review.  He said Thursday would be better.  This
201004 - was coordinated and we set Thursday at 0800 to accommodate Leonard's
201005 - preference to meet at 0800.
201006 -
201007 -  ..
201008 -
201009 - I asked Max if he could encourage Mike Murphy, with whom he was about
201010 - to have a meeting, to complete the revised organization chart in time
201011 - for the meeting on Thursday.  Max suggested doing it on Microsoft
201012 - Powerpoint.  He showed me a draft he has done recently for the DE, LTC
201013 - Thompson, of changes being considered for CON OPS.  Max booted up
201014 - Powerpoint and showed the new program has an option for organization
201015 - charts.  He did a little chart demo for me very quickly, that
201016 - indicated we can likely know this out in 10 minutes using this tool,
201017 - so it will likely wind up taking a few hours, but it appears possible
201018 - to do a workmanlike job with Powerpoint.
201019 -
201020 -
201021 -
2011 -
2012 -
2013 - 0925 complete meeting with Leonard and Tom
2014 -
201401 - We considered the importance of completing a formal organization chart
201402 - for Sausalito in time to meet with Max on Thursday.  Tom Keesling said
201403 - he has the same Powerpoint program on his computer.  Leonard is not
201404 - sure that it has been installed yet for the Sausalito office.  He did
201405 - not recall seeing it.
201406 -
201407 -  ..
201408 -
201409 - Upon discussion Tom Keesling decided to go ahead and formalize the
201410 - sketch he prepared during our meeting this morning.  When I left his
201411 - office he had booted up Powerpoint and was beginning to create the
201412 - organization chart he had sketched out earlier with Leonard.
201413 -
201414 -      [Received 1st copy of the org chart from Tom at ref SDS 15 line
201415 -      131.]
201416 -
201417 - One objective we want to accomplish is to get Leonard and Mike and
201418 - others in the Sausalito office to have input by actually preparing the
201419 - chart so that it reflects has experience and so the ultimate result
201420 - has "buy-in."
201421 -
201422 - I should try to sit down with Leonard and Mike on Tuesday or Wednesday
201423 - and review this chart in Sausalito.
201424 -
201425 -
201426 -
2015 -

SUBJECTS
Evaluation Welch Contract
2626 COE Contractor Evaluation
COE Newsletter Article

2306 -
230601 - Communication Metrics Evaluation, Input from COE Managers
230602 -
230603 - Followed up work at ref SDS 4 line 219.
230604 -
230605 - Tom received a report from Herb this morning on his opinion of
230606 - Communication Metrics on the Oakland Harbor project.
230607 -
230608 - He still needs a report from Marc and Leonard.
230609 -
230610 - I need to draft up some language on this for them, and probably for
230611 - Max as well.
230612 -
230613 -     [This was done at ref SDS 19 line 85.]
230614 -
230615 -
2307 -
2308 -