THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: May 30, 1997 08:00 AM Friday;
Rod Welch
Visited Tom on Communication Metrics procurement memo to DE.
1...Summary/Objective
2...Memo to Submit Communication Metrics Report to DE
3...Virtual District
4...Personalize Change "We" to "I" - DE to you
5...Status CBD Procurement for Communication Metrics
6...Luster's Personnel
7...Luster's Schedule
8...When I later spoke to Max he said Dutra's claims are over $40M and
9...SDS Litigation Support Effective
..............
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CONTACTS
0201 - Corps of Engineers, SFD 415 977 8400 fax 8483
020101 - Mr. Thompson F. Keesling, Architect; Assistant Chief =415 977 8473
020102 - Construction Operations Division =415 977 8480
SUBJECTS
Corps of Engineers, 970115
Richmond Harbor Deepening
Task Order 1 and 2
Organization Changes, Planning
1506 - ..
1507 - Summary/Objective
1508 -
150801 - Follow up ref SDS 23 line 75, ref SDS 22 line 87.
150802 -
150803 - Developed edits for finalizing proposal to DE on using Luster for TO1
150804 - and Welch for TO2 and initiating a CBD procurement to support Tom's
150805 - assignment to provide District improvements. Prepared the changes to
150806 - the memo, and returned to Tom for review over the weekend.
150807 -
150808 - [See where the edits were prepared at ref SDS 24 line 83.]
150809 -
150810 -
1509 -
1510 -
1511 - Discussion
1512 -
151201 - Memo to Submit Communication Metrics Report to DE
151202 -
151203 - Followed up ref SDS 23 line 81, ref SDS 22 line 112.
151204 -
151205 - Reviewed Tom's edits. I will prepare and submit a revised version
151206 - this afternoon.
151207 -
151208 - Tom wants to add a paragraph to explain how Task Order 2 can help the
151209 - District accomplish a lot of the DE's Operation Plan, even though
151210 - official organization changes have not been approved, ref SDS 22 7559.
151211 -
151212 - We considered how para 2 does this and decided to make the point more
151213 - directly.
151214 -
151215 - ..
151216 - Virtual District
151217 -
151218 - Tom wants to include a reference to accomplish this concept in para 2,
151219 - as well. He showed where a Division planning document makes reference
151220 - to instituting this idea in the SPD. He wants to cite SPD authority,
151221 - and also the article in PM Network on the SAD, ref SDS 8 1233, which I
151222 - submitted to him on 970502. ref SDS 8 2187
151223 -
151224 -
151225 -
151226 - Personalize Change "We" to "I" - DE to you
151227 -
151228 - Tom wants to make the memo more personal, as a communication between
151229 - him and DE, and to use personal first person pronouns, similar Tom
151230 - Benero, so this seems to be a CE standard.
151231 -
151232 - [These edits were entered at ref SDS 24 line 84, and delivered to
151233 - Tom later today, per below.]
151234 -
151235 -
151236 - ..
1513 -
1514 -
1515 - 0915 visited Max
1516 -
151601 - Advised of progress with Tom on Communication Metrics procurement.
151602 -
151603 -
151604 - Status CBD Procurement for Communication Metrics
151605 -
151606 - Max feels the CBD procurement should already be underway. The reason
151607 - for CBD procurement timing relates to use of Luster per our discussion
151608 - on 970403, ref SDS 4 line 218 and reviewed in depth at ref SDS 17 line
151609 - 162.
151610 -
151611 - Max said there is no money in the District even for the Luster
151612 - contract, and he expects the time table for funding is more like
151613 - August.
151614 -
151615 - This suggests that Richmond and support for the District under Task
151616 - Order 2 scope of services will likely not get started until September.
151617 -
151618 -
151619 -
151620 -
1517 -
1518 -
1519 - 1233 visited Tom
1520 -
152001 - Submitted revised procurement memo, version 4, prepared at ref SDS 24
152002 - line 86.
152003 -
152004 -
152005 -
1521 -
SUBJECTS
Award, 5a
Personnel Resumes (5b(2))
Inspectors Assign
1806 -
180601 - Luster's Personnel
180602 -
180603 - Tom said Rich Estes has finally submitted a resume of someone for the
180604 - Project Manager on Richmond who appears to be qualified.
180605 -
180606 - Luster also seems to have 6 or 7 people lined up to provide inspection
180607 - support.
180608 -
180609 - Tom said Luster has returned the signed contract. It is at the SBA,
180610 - and was to have been returne last week.
180611 -
180612 - Max said when I met with him later that contracts are being held up
180613 - due to budget approval delays in Congress.
180614 -
180615 -
180616 -
180617 -
1807 -
SUBJECTS
Management Plan (5b(1))
1904 -
190401 - Luster's Schedule
190402 -
190403 - Rich has submitted a schedule that shows how Luster will accomplish
190404 - the tasks according to the Construction Launch Schedule.
190405 -
190406 -
190407 -
190408 -
1905 -
SUBJECTS
Planning
COE Staffing
Litigation Support, Oakland
Legal Support
Dispute Resolution
Litigation Support Found Effective
Environmental Fine Against Port of Oakland
2910 - ..
291001 - Follow up ref SDS 5 0000.
291002 -
291003 - When I came by to visit with Max, he had John in his office and the
291004 - DDE, so I talked with Marc for a few minutes.
291005 -
291006 - [See follow up where John was appointed to head up Claim Team
291007 - ref SDS 26 5100.]
291008 -
291009 - Marc advised that Dutra has filed a total of approximately $35M in
291010 - claims within the past few weeks. It sounded like the soft-to-hard
291011 - polygon claim has now been reduced from $7M to $2M, so the question
291012 - arises as to the various causes of action for new claims. One would
291013 - be the Todd/Schnitzer Wing matter. Marc said there is also a claim
291014 - for increased unit price payment on quantities that may have been
291015 - incorrectly represented in the bid documents, e.g., changing from 6.6
291016 - CY to 5.5M CY, per ref SDS 1 7588. Consideration of this matter is at
291017 - ref SDS 1 8058.
291018 -
291019 - When I later spoke to Max he said Dutra's claims are over $40M and
291020 - above the amount of their original bid.
291021 -
291022 - This escalation seems consistent with Dutra's practice of submitting
291023 - inflated claims, from analysis of quanities on 970206. ref SDS 3 7777
291024 -
291025 - Max is considering constituting another Claim Team since Tom is busy
291026 - with his new assignment. Max feels that resolution of claims will be
291027 - a full time effort for the next two years.
291028 -
291029 - [See follow up where John was appointed to head up Claim Team
291030 - ref SDS 26 5100.]
291031 -
291032 - [On 970604 submitted proposal to support District claims
291033 - management. ref SDS 25 5100]
291034 -
291035 - Marc said that Merry Goodenough has obtained from Tom White internet
291036 - transmissions of meeting notes on Oakland. She evidently wanted the
291037 - record on-line so she could select the portions of the record she
291038 - feels relate to various needs she has. It is unclear why counsel is
291039 - not using the full record. Tom's submission can only be a small part
291040 - of the complete record.
291041 -
291042 -
291043 - ..
291044 - SDS Litigation Support Effective
291045 -
291046 - I talked to Tom in the afternoon, and he advised that Merry told him
291047 - the record submitted to her on 970417 on environmental issues, was
291048 - helpful. per ref SDS 5 8933
291049 -
291050 - [On 970624 report was lost, and resubmitted. ref SDS 27 9045.]
291051 -
291052 - [On 980723 Communication Metrics helped CESPN avoid $38K fine.
291053 - see. ref SDS 28 3344]
291054 -
291055 - [On 981027 Communication Metrics "with certainty" saved the
291056 - government $190K. ref SDS 29 7315]
291057 -
291058 -
291059 -
291060 -
Distribution. . . . See "CONTACTS"