THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: July 21, 1997 12:57 PM Monday;
Rod Welch
Received letter from Max Wideman on PM financial software.
1...Summary/Objective
..............
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CONTACTS
0201 - Wideman, R. Max 604 736 7025
020101 - Mr. R. Max Wideman
0202 - Corps of Engineers, SFD 415 977 8400 fax 8483
020201 - Mr. Thompson F. Keesling, Architect; Assistant Chief =415 977 8473
020202 - Construction Operations Division =415 977 8480
0203 - PG&E Grid Customer Services 415 973 1014 fax 8426
020301 - Mr. Bill DeHart, PMP
020302 - Project Manager =415 973 1014 pger 510 472 2288; Project Management
SUBJECTS
Financial Software, Project/Program
0403 - ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 3 0000, ref SDS 1 0000.
040502 -
040503 - Max clarified his need is for financial accounting software. I sent a
040504 - response to Max, ref DIT 1 line 30, citing Corps of Engineers CEFMS
040505 - and PROMIS, and I sent Max's inquiry to Bill DeHart for him to explain
040506 - how PG&E handles this matter. Bill said today it is not a very good
040507 - solution.
040508 -
040509 - [On 970722 follow up response from Max, ref SDS 6 0001
040510 -
040511 -
040512 -
0406 -
0407 -
0408 - Progress
0409 -
040901 - Received ref DRT 1 line 30 from Max clarifying his request for
040902 - information on project management systems, ref DRP 1 line 24, received
040903 - at ref SDS 3 line 91. His letter responds to my letter, ref DIP 1
040904 - line 32, submitted last Friday, ref SDS 5 line 45. He wants the name
040905 - of financial/accounting software programs like CEFMS at the Corps.
040906 - Max describes what he needs as:
040907 -
040908 - "Program Management Financial Information System"
040909 - ..
040910 - He has a client who is a government body responsible for a
040911 - 'state'-wide facility infrastructure divided into 'regions', each
040912 - region having multiple projects in the thousands to multi-million
040913 - dollar value ranges. What they want to do is to know, at the
040914 - corporate level, enough about where all the projects are at, the
040915 - current cash demands and period cash demands, so that they can manage
040916 - their cash flow draw-down and fiscal financial responsibilities more
040917 - effectively.
040918 -
040919 - This is very similar to the Corps of Engineers situation.
040920 -
040921 -
040922 -
040923 -
0410 -
0411 -
0412 - 1312 called Tom Keesling
0413 - ..
041301 - Tom is in charge of implementing the Corps of Engineers CEFMS
041302 - and PROMIS program.
041303 -
041304 - I asked Tom if there is a civilian equivalent or model on which CEFMS,
041305 - PROMIS and RMS were developed. For example Expedition is similar to
041306 - the Resident Management System (RMS).
041307 -
041308 - Tom said these are in-house creations. He said there are currently
041309 - 4000 questions pending throughout the Corps on implementing this. He
041310 - related the difficulty getting answers and support from the Corps
041311 - people in Huntsville, Alamaba. He said they come and fix one thing,
041312 - but not others.
041313 -
041314 - Tom will try to get a name and phone number of someone I can call to
041315 - see if there is a civilian model they used, and/or if they have a
041316 - consultant we can contact.
041317 -
041318 -
041319 -
0414 -
0415 -
0416 - 1315 called Bill DeHart
0417 - ..
041701 - Left message for Bill to let me know if PG&E has a standard
041702 - program.
041703 -
041704 -
0418 -
0419 -
0420 - 1417 submitted interim response to Max
0421 -
042101 - Advised via ref DIT 1 line 30 of the inquiries I have made.
042102 -
042103 - [See follow up response from Max, ref SDS 6 line 78.]
042104 -
042105 -
0422 -
0423 -
0424 - 1819 Bill called back
0425 - ..
042501 - He is returning from a construction site in the southern part of
042502 - PG&E's territory, which seems like San Louis Obispo.
042503 -
042504 - I explained Max Wideman's inquiry. Bill said that PG&E tried a new
042505 - system just about the time he left in late 1994. I has not worked out
042506 - very well. They have gone to a new standardized commercial system,
042507 - which they have customized for PG&E needs. Bill feels it still does
042508 - not work very well for detailed cost control. He likes the way it
042509 - provides current labor costs for projects.
042510 -
042511 - Bill will send Max an email explaining his views on the PG&E
042512 - situation.
042513 -
042514 -
042515 -
042516 -
0426 -
0427 -
0428 - 2056 submitted Max's Email to Bill
0429 - ..
042901 - I just forwarded Max's email, ref DRT 1 line 22, to Bill DeHart
042902 - and included Max's email address, asking Bill to send his remarks to
042903 - Max with a copy to me.
042904 -
042905 -
042906 -
0430 -
Distribution. . . . See "CONTACTS"