Transcript Guidelines for Procurement of Professional Aerial Imagery, Photogrammetry, Lidar and Related

Guidelines for Procurement of
Professional Aerial Imagery,
Photogrammetry, Lidar and Related
Remote Sensor Based Geospatial
Mapping Services
Developed by
In Consultation With:
Background
• Existing document, “Guidelines for Procurement of
Photogrammetric Services from Private Professional Sources”
adopted in 1986, published in 1987
• May 2006: ASPRS Board votes to update existing Guidelines
• Professional Practices Division (PPD) tasked with leading ad hoc
work group
• October, 2006: Ad hoc committee formed to include
federal/state government, MAPPS and ACSM
Procurement Guidelines Committee
• ASPRS Committee Members
•
Chair (Asst. PPD Director): Doug Smith, David C. Smith & Associates, Inc.
•
Co-chair (PPD Director): Dan Paulsen, Wilson & Company
•
Federal government: George Lee, USGS
•
State government: John Tull, Washington Dept. of Transportation
• MAPPS Representatives
•
Marvin Miller, Aerometrics
•
Mike Ritchie, Photo Science, Inc.
• ACSM Representatives
• John Matonich, ROWE Engineering, Inc.
• Curt Sumner, ACSM Executive Director
Charter
Deliver an updated, revised document which:
• Includes updated technological references;
• Maintains consistency with references to “professional services”
included in recent modifications to the NCEES Model Law and
Model Rules;
• Addresses professional services vs. products;
• Includes guidance for organizations procuring mapping services
to assist in determining when qualifications-based selection
processes should be used
Work to Date
• Numerous meetings
• Initially focused on defining characteristics of “professional
service” related to photogrammetry/remote sensing
• Submitted initial draft summary at ASPRS Tampa conference
• Introduced draft to Excom, Board and at “Hot Topic” session
• Feedback from conference received through early summer
• Re-initiated meetings in Fall ’07 to incorporate feedback and
resolve key issues
Current Status
• Revised Executive Summary to address key issues:
• Better address NCEES distinction between
survey/not survey
• Include supporting matrices with a specific list of “professional” vs.
“technical” services
• Address Best Value and other procurement methods that include
qualifications as a primary selection criteria
• Seeking Feedback from this session
• Has not been reviewed by ASPRS Board
Current Status
DRAFT
Schedule
• Submit full draft at ASPRS Spring Conference in Portland
• Board/Excom review
• Similar Panel Discussion in Portland
• Incorporate feedback and submit final draft for Board approval
• Send out accepted/approved document for review by broader
geospatial mapping community
• Target: Final submitted for Board approval at ASPRS Fall
conference
• Publish in PE&RS and distribute to educate agencies and
procurement personnel
Licensure/NCEES Considerations
• Initially considered issues related to Licensure
• State licensing laws vary too widely to serve as a guide
• National Council of Examiners for Engineering and Surveying
(NCEES) Model Law and Model Rules
• National Multi-Organizational Task Force (MAPPS, ACSM,
ASPRS, NSPS, URISA, others)
• “Authoritative Location” – Final word and basis on which all
other determinations are made
Professional Services
• Determined “Professional Services” for procurement purposes is
much broader in scope than for Licensed Services
• Licensing:
• Minimum level of competence
• Serious harm / Public health, safety and welfare
• Procurement Guidelines:
• Recommendations / guidelines, not law or policy
• Need to consider broader scope of public interest,
not just serious harm
• Goal is to provide guidance to help organizations best meet project needs
Professional Services
• “Professional Services” require:
• Specialized knowledge/skill
• Independent judgment
• Expectation of overall ethical conduct and quality of
performance to protect public or recipient’s best interests
Professional Services
• Includes all photogrammetry or remote sensing services that:
• Interpret, process or analyze remotely sensed imagery to
determine geospatial positions or produce maps; and
• Have an expectation of accuracy that could influence
decisions that affect public welfare/interests
• Focused primarily on measurement science, though recognize
professional nature of other analytical remote sensing work
• “Professional services” does not include technical services or
product sales
Matrix Attachments
• Matrix attachments compare Professional Services, Technical
Services and Products
• Distinguishes between NCEES surveying/not surveying to
address concerns and feedback from Spring conference
• Vast majority of photogrammetry/remote sensing geospatial
mapping services are listed as “professional services”
• IMU/GPS and geo-referenced aerial photography/imagery
• Orthophotography
• LiDAR, IFSAR
• Feature extraction
• Digitizing or cadastral mapping if interpretation is required
Matrix Attachments
• Standardized / automated processes still considered professional
• Ultimately a professional is responsible for the reliability of the
information
• Technical Services include:
• Conventional or resource photography that is not geo-referenced
• Image mosaics for display only purposes
• Direct digitizing / no interpretation
• Products include “off the shelf” and other products where provider
offers a set of standard features and sets specifications
• Definition of Product is from MAPPS Product vs. Services Matrix
Matrix Attachments
• Example: Orthophotography
• Rectification/processing imagery for representation as an
orthophoto is a professional service
• Imagery rectified to existing USGS DEM, solely for
referential/GIS overlay purposes and accompanied by an
appropriate disclaimer is not surveying by NCEES definition
• Orthophotography produced to meet a specific stated or
implied accuracy is surveying by NCEES definition
Matrix Attachments
• Example: Feature Extraction
• Always a professional service
• Features digitized or extracted to meet a specific accuracy statement are
surveying by NCEES definition
• Inventory maps, GIS centerlines, resource management boundaries and
similar features when used solely for referential purposes are not surveying
by NCEES definition
• Example: LiDAR, Radar and Terrain Modeling
• Always professional service
• Surveying if represented to meet a specific accuracy
• May be exceptions, but could not identify any reasonable examples where a
stated / authoritative accuracy would not be required
QBS Procurement
Current revised Executive Summary:
• Qualifications, not cost, should always be the primary factor
• Recommends Brooks Act as best procurement model
• Recognizes Brooks Act is not always required by law;
local jurisdictions and others will use other methods
• Recommends Brooks Act as only appropriate method for
services that meet definition of surveying
• Provides minimum guidelines for qualifications as primary
selection criteria if best value or other processes are to be used
Other Recommendations
• Research and comply with State licensing laws
• Research and comply with State mini-Brooks Act laws
• Consider NCEES Model Law/Model Rules as best definitive
guideline for determining surveying vs. not surveying
• Apply general principals outlined for all future technologies
• Apply principals outlined to all mapping procurement, including
“incidental” or subcontracted services
We Want Your Feedback
SUMMARY
• Broad definition of professional services not limited to licensed
services. Includes vast majority of geospatial mapping services.
• Professional Services vs. Technical Services vs. Products
(Matrix attachments)
• Brooks Act is only appropriate method for NCEES “surveying”
• Brooks Act is endorsed for all professional services
• Low bid is never appropriate; minimum guidelines needed to
ensure qualifications is primary if other process is used
• Guidelines/QBS also apply to subcontracts