Requesting Design Consultant Services using ICMS · Design Services < 50M Design Services > 50M...

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Requesting Design Consultant Services using ICMS Overview for Managers Design Consultant Procurement

Transcript of Requesting Design Consultant Services using ICMS · Design Services < 50M Design Services > 50M...

Page 1: Requesting Design Consultant Services using ICMS · Design Services < 50M Design Services > 50M Design Services Small Projects ITS - Design Rest Areas BASIC INFORMATION -1 Project

Requesting Design Consultant Services using ICMS

Overview for Managers

Design Consultant Procurement

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ICMS (Integrated Contract Management System)• Web based application

• Replaced request form HC190 and CONR 389

• Advertisements are created within the application

• Main office review and funding approval through the application

• Reports are available to check status of requests (till designation)

Design Consultant Procurement

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How to access the ICMS application

Use your workstation daily login User ID and Password (If you do not have user rights contact Contract Management Bureau)

Design Consultant Procurement

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Menus

Horizontal Menu

Ver

tica

l Men

u

Request is considered “PENDING” until submitted to the Main Office

Design Consultant Procurement

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ICMS Advertisement Process OverviewComplete ICMS Request MO Program

Area ReviewMO Funding

Approval

Assign MO Ad drafter

Assign Program Area Ad drafter

Contract Analyst Assigned and Coordinates the Draft Ad Prep

Detailed Advertisement Finalized – Published in Contract Reporter & Posted on DOT

Website

Program Area/RegionConsultant

Management BureauChief Engineer’s Office

Contract Management Bureau

Contract Management Bureau

Design Consultant Procurement

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Completing ICMS Request

Regional Office Main Office

Design (Regular and RDSA Assignments) Design RDSA Parent Agreements

Traffic Engineering & Planning TASS

Highway Safety Investigation Environmental TERM agreements

Construction Inspection (Regular &TERM) Traffic Engineering & Planning agreements

Subsurface Utility Engineering

Value Engineering

Biennial Bridge Inspection

Overhead Sign Structures

Underwater Diving Inspection

Construction Inspection Umbrella Contracts

Design Consultant Procurement

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Creating a Request in ICMS

Design Consultant Procurement

To start a new request

To work on an already started request

Page 8: Requesting Design Consultant Services using ICMS · Design Services < 50M Design Services > 50M Design Services Small Projects ITS - Design Rest Areas BASIC INFORMATION -1 Project

Select Request TypeRequest Types

Bridge and Culvert Inspection

Construction Inspection

Construction Inspection Services Umbrella Program

Design

Design Services Agreement Program

Environmental

Highway Safety Investigation

Overhead Sign Structure

Subsurface Utility Engineering

TASS

Traffic Engineering and Planning

Traffic Engineering and Planning Services Umbrella Program

Underwater Bridge Inspection

Value Engineering

Design Consultant Procurement

Most of the regional design staff should be selecting this choice

Services Under Design Type

Bridge Design

Highway Design

Constructability Review

Construction Support

NOTE: Request Type cannot be changed once the request is submitted

DSA choice is for RDSA parent agreements only; not for individual project assignments

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Selection Methods

• Consultant Selection Methods• Process I

Process I is selected along with Design Request Type to request an assignment under an existing RDSA

• Process II – Electronic Consultant Selection. New individual and parent RDSA requests follow this process. This process creates a shortlist of consultants to be evaluated by committee from the list of all the consultants expressing interest to the advertisement. The shortlist is created based on the inventory of projects completed by the consultant and work load.

Design Consultant Procurement

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ICMS Request – Input Categories

Design Consultant Procurement

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Design Consultant Procurement

Project Types Under Design option

Access Management

Assignment to DSA

Design Services < 50M

Design Services > 50M

Design Services Small Projects

ITS - Design

Rest Areas

BASIC INFORMATION -1

Project Title– Possibly same as PSS

Include purpose of the request, type of project, services required (250 Char max)

A more detailed description of design work products, design skills required, scope of project such as length, number of bridges, any specific tools to be used etc

Intersection or landmarks such as library, school etc within the project limits which can be used to compute distance from consultant’s office to site

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Design Consultant Procurement

BASIC INFORMATION -2

Complexity

Routine

Moderately Complex

Complex

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Design Consultant Procurement

BASIC INFORMATION -3

Service Types

Asbestos Assessment and Remediation

Bridge Design

Bridge Diving Inspection and Fathometer Survey

Bridge Inspection

Constructability Review

Construction Inspection

Construction Support

Hazardous Material Assessment & Remediation

Highway Design

Highway Safety Investigation

Other

Overhead Sign Structure Inspection

Planning/ Traffic Engineering and Analysis/Design

Project Scoping

Subsurface Utility Engineering

Survey or ROW mapping

Value Engineering

All the anticipated consultant services

should be added even if all the services are not required initially

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Design Consultant Procurement

FUNDING

100% state funded projects require consultants to meet

MWBE goals, whereas, federally funded projects

require consultants to meet DBE goals

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Design Consultant Procurement

PROJECT MANAGEMENT

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Design Consultant Procurement

SUPPORTING INFO Type of Data

Bridge Rehab Project Report

Consultant Justification Memo

Attachment A/B

Design Approval Document

Executive Summary

Expanded Project Proposal

Ground Survey

Initial Project Proposal

Photogrammetric Mapping

Project Location Map

Request for Qualifications

Resource Estimates

Scope of Services

Screened Enlargements

Soils Report

Subsurface Information

Traffic Data

Click this icon to select files on your computer

--Required

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Design Consultant Procurement

ENGINEERING TASKS

Scroll down for more sections

Completing this section helps with developing the consultant scope of services

and advertisement preparation

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Design Consultant Procurement

ENVIRONMENTAL TASKS

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Design Consultant Procurement

FACTORS AND WEIGHTS – Process II (Individual Designation)

4. A&B Borrow

from I. A

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Design Consultant Procurement

FACTORS AND WEIGHTS – Process I (Assignment to RDSA)

When you select Request Type as “Design” and choose “Process I” initially to request an assignment to RDSA; and finally assign the request to an umbrella RDSA the factors and weights are automatically changed to what’s shown below

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1. A Sub Factors

• The weight of each sub factor determines the share of that sub factor in the total I. A & C score

• The total weight of sub factors must be 100%

• Do not change the committee weights

• Include all factors that are expected to be part of the project – even if the factor will not be assigned a weight

Design Consultant Procurement

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1.A Sub Factors

Design Consultant Procurement

Factor DescriptionFactor Weight

M01. Planning Study (Highway)

M02. Planning Study (Bridge)

M03. Project Scoping (Highway)

M04. Project Scoping (Bridge)

M05. Preliminary Design (Highway)

M06. Preliminary Design (Bridge)

M07. Final Design (Highway)

M08. Final Design (Bridge)

M09. Design Survey & Mapping

M10. ROW Survey & Mapping

E01. EIS

E02. EA

E03. Noise Study

E04. Air Quality Study

E05. General Ecological Study

E06. Endangered Species Study

E07. Surface Water Bodies Study

E08. Wetlands Study

E09. Navigable Waters Study

E10. Coastal Zone Management

E11. Wild, Scenic and Recreational River

E12. Storm Water Management

E13. Ground Water Study

E14. Flood Plain Evaluation

E15. Cultural Resources Survey

E16. Section 4(f) Evaluation

E17. Section 6(f) Evaluation

E18. Hazardous Waste Materials Screening

E19. Hazardous Waste Materials Assessment

E20. Asbestos Preliminary Investigation

E21. Asbestos Sampling, Testing and Specifications

E22. Farmland Protection Assessment

E23. Energy Analysis

E24. Visual Impact Assessment

E25. Adirondack Park Agency Involvement

E26. Landscape Design

E27. EIS Chapter IV ONLY

E28. EA Chapter IV ONLY

Total: 0

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4. A Standard Factors

• These are used to rate consultants based on their experience as listed in the NYSDOT’s inventory.

• Include all factors which will be part of the project. Assign “0” weight when you do not want to assign a weight to a factor.

Design Consultant Procurement

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4. A Standard Factors

Factor DescriptionAutomated Shortlisting

Committee

O01. Traffic Forecasting

O02. Soil and Geologic Studies, Foundations

O03. Movable Bridge Design

O04. Bridge Carrying a Railroad

O05. Historical Bridge Design

O06. Final Design Urban Arterial Interconnected Signal Design

O07. Final Design Retaining Walls - Over 10 Meters in Height

O08. Final Design Complex MPT - Over 75 MPT Sheets

O09. Final Design Highway Lighting

O10. Extensive Capacity Analysis of Urban Freeway Mainline and Interchanges

O11. Community Participation

O12. Involvement with NYC Agencies

O13. ITS/Electronic Highway Operations

O14. Intermodal Scoping/Design Analysis

Total: 0 0

Design Consultant Procurement

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4. B Special Factors

• Describe special factors

Design Consultant Procurement

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4. B Special Factors

Factor Number

Factor TitleAutomated Shortlisting

Committee

Design Consultant Procurement

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Design Consultant Procurement

ASSIGN TO UMBRELLAChoose RDSA parent agreement to which this

requested project needs to be assigned and click “Select”

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Design Consultant Procurement

SUBMIT TO CMB

Perform Error Check prior to Saving and Submitting

Consultant Management Bureau(Mike Tegza)

Chief Engineer’s Office (Doreen Schwartz)