Dialog List Help PA&ED Information CALTRANS Information Partner Information Project Development...
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Transcript of Dialog List Help PA&ED Information CALTRANS Information Partner Information Project Development...
Dialog ListDialog List
HelpHelp
PA&ED InformationPA&ED Information
CALTRANS InformationCALTRANS Information
Partner InformationPartner Information
Project Development AgreementProject Development Agreement
FUNDING PARTNER InformationFUNDING PARTNER Information
SPONSOR InformationSPONSOR Information
IMPLEMENTING AGENCY InformationIMPLEMENTING AGENCY Information
Scope SummaryScope Summary
Project InformationProject Information
CONSTRUCTION InformationCONSTRUCTION Information
Funding SummaryFunding Summary
Billing & Payment InformationBilling & Payment Information
ScheduleSchedule
General ConditionsGeneral Conditions
Add Additional ArticlesAdd Additional Articles
R/W InformationR/W Information
Project Development Agreement Interview
The PACT interview for Project Development Agreements consists of the dialogs listed at right, in the order shown. Dialogs that actually appear depend on how you answer questions in the interview.
This interactive diagram includes the dialogs, questions, and the results of answers in the printed agreement.
PACT logic uses answers to questions to identify 3 things:
1. Which question to display next
2. Which dialog to display next
3. Which articles to place in the printed agreement
Use this diagram to understand how the logic works, and how the interview results appear in a printed agreement.
Navigation Options
Click arrow buttons to go page-by-page like a book.
Click a dialog on the list at right to jump ahead.
Click hyperlinks for more details.
Click Dialog List to return to this page.
Dialog ListDialog List
HelpHelp
District
County
Route
Post Mile
EA
Agreement Type
District Agreement Number
Amendment to a Previous Agreement
Project Development Agreement
Project Information
begin
next dialog: CALTRANS Information
C.b.4, C.b.19, C.b.24, C.b.25, C.b.26, C.b.27, C.b.29, C.b.31, C.b.37, C.b.38, C.b.44, C.f.3, C.x.1, C.x.6, D.1, D.2, D.3,
D.5, D.7, D.9, D.12, D.15, D.16, D.18, D.20, D.22, D.21, D.25, D.26, D.27, D.28, D.29, D.30, D.31, D.32, D.37, D.38, D.40, D.41, D.43, D.44, D.45, D.46, D.48, D.49, D.50, D.52, D.53, D.54, L.l.1 , L.l.3,
L.l.5, L.l.6, L.l.8, L.l.9, L.l.10, L.l.12, L.l.13, L.l.14, L.l.15, L.l.16, L.l.17, L.l.18, L.l.19, L.l.23, L.l.26, R.1, R.8, R.11, R.33, S.a.1, S.a.2, , S.a.10, S.a.13, S.a.14, S.a.15, S.a.16, S.a.17, S.a.26, S.a.28, S.a.32, S.a.33, S.a.34, S.a.35, S.a.38, S.a.42, S.a.47, S.a.50, S.a.51, S.a.53, S.a.54, S.a.56, S.a.57, S.a.60, S.a.62, S.a.64, S.a.66, S.f.12, S.f.14,
S.f.30
C.b.4, C.b.19, C.b.24, C.b.25, C.b.26, C.b.27, C.b.29, C.b.31, C.b.37, C.b.38, C.b.44, C.f.3, C.x.1, C.x.6, D.1, D.2, D.3,
D.5, D.7, D.9, D.12, D.15, D.16, D.18, D.20, D.22, D.21, D.25, D.26, D.27, D.28, D.29, D.30, D.31, D.32, D.37, D.38, D.40, D.41, D.43, D.44, D.45, D.46, D.48, D.49, D.50, D.52, D.53, D.54, L.l.1 , L.l.3,
L.l.5, L.l.6, L.l.8, L.l.9, L.l.10, L.l.12, L.l.13, L.l.14, L.l.15, L.l.16, L.l.17, L.l.18, L.l.19, L.l.23, L.l.26, R.1, R.8, R.11, R.33, S.a.1, S.a.2, , S.a.10, S.a.13, S.a.14, S.a.15, S.a.16, S.a.17, S.a.26, S.a.28, S.a.32, S.a.33, S.a.34, S.a.35, S.a.38, S.a.42, S.a.47, S.a.50, S.a.51, S.a.53, S.a.54, S.a.56, S.a.57, S.a.60, S.a.62, S.a.64, S.a.66, S.f.12, S.f.14,
S.f.30
Header for in-process agreements
Header for in-process agreements
Dialog ListDialog List
HelpHelp
Contact NameJob Title
Streets AddressCity, ST, ZIP Code
Office PhoneMobile Phone (optional)
Fax (optional)Email Address (optional)
CALTRANS Information
L.l.20L.l.20
Who will approve this agreement?
District Director or DesigneeJob Title
Who will certify CALTRANS funds committed to this
agreement?Name
Job Title
next dialog: Partner Information
L.l.27L.l.27
L.l.28L.l.28
L.l.31L.l.31
L.l.32L.l.32
Who will certify the financial terms and policies for this
agreement?Name
Job Title
L.l.33L.l.33
L.l.34L.l.34
Dialog ListDialog List
HelpHelp
Contact NameJob Title
Street AddressCity, State, ZIP Code
Office PhoneMobile Phone (optional)
Fax (optional)Email Address (optional)
Partner Information (1 of 2): Project Management Contact Info
Type of Agency
Municipal Corporation
Corporation, Entity, or District
Joint Powers Authority
Other
dialog cont’d
Does this partner have an alternate billing address?
Yes
No
Contact NameJob Title
Street AddressCity, State, ZIP Code
Office PhoneMobile Phone (optional)
Fax (optional)Email Address (optional)
L.l.21L.l.21
L.l.25L.l.25
Chartered City
R.25R.25
R.26R.26
R.22R.22
R.24R.24
R.23R.23
Name and Job Title
Partner Formal Name
Referred to As (AKA)
R.27R.27
Dialog ListDialog List
HelpHelp
Who will approve this agreement?
Name and Job Title
Who will witness or attest this agreement?
Name and Job Title
Who will approve this agreement’s form and
procedure?Name and Job Title
Are there any additional signors?
Name and Job Title
Partner Information (2 of 2): Signature Page Info
Yes
No
next dialog: Project Development Agreement
R.12, S.a.55R.12, S.a.55Two or more (2)
L.l.35L.l.35
L.l.36L.l.36
L.l.37L.l.37
L.l.38L.l.38
L.l.39L.l.39
L.l.40L.l.40
L.l.??L.l.??
L.l.??L.l.??
One (1)Number of non-Caltrans
partners?
S.a.40S.a.40
Dialog ListDialog List
HelpHelp
Work completed under this agreement contributes toward [ ], referred to as PROJECT.
This agreement will include work in the following project
development phases.
PA&ED
R/W Capital
Project Development Agreement (1 of 4): Scope and Location of Project
PS&E and R/W Support
CONSTRUCTION Capital
CONSTRUCTION Support
dialog cont’d
PID R.34R.34
R.28R.28
Dialog ListDialog List
HelpHelp
Project Development Agreement (2 of 4): Scope and Location of Project
Has any work been complete on PROJECT to date? No
Yes
What project deliverables have been completed prior to this
agreement?
PA&ED
R/W Capital
PS&E and R/W Support
CONSTRUCTION Capital
CONSTRUCTION Support
Work completed by
Partner
CALTRANS
dialog cont’d
Work completed by
Partner
CALTRANS
Work completed byPartner
CALTRANS
Work completed byPartner
CALTRANS
Work completed by
Partner
CALTRANS
Dialog ListDialog List
HelpHelp
Who prepared the environmental documentation
for this project?Partner
Other
Project Development Agreement (3 of 4): Scope and Location of Project
CALTRANS
Are there any previous cooperative agreements for
PROJECT?No
Yes
dialog cont’d
Previous agreement number(s)
Developed by partner
R.9R.9
R.7R.7
W.1W.1
R.18R.18
R.18R.18
R.18R.18
Dialog ListDialog List
HelpHelp
Partners will cooperate to [ ].
Effort
Support Funding
Project Development Agreement (4 of 4): Agreement Cooperative Features
Capital Funding
What will partners exchange under this agreement?
Material
Property
next dialog: Funding Partner Information
R.28R.28
Dialog ListDialog List
HelpHelp
Is CALTRANS a FUNDING PARTNER for this agreement? Yes
Funding Partner Information
next dialog: Sponsor Information
Is [non-Caltrans PARTNER] a FUNDING PARTNER for this
agreement?Yes
CALTRANS will commit the following type of funds:
Fund TypeCategory
Matching Fund TypeMatching Fund Category
CALTRANS will commit the following type of funds:
Fund TypeCategory
Matching Fund TypeMatching Fund Category
How many FUNDING PARTNERs are there?
R.15R.15Two or more (2)
One (1) R.20R.20
Dialog ListDialog List
HelpHelp
Sponsor Information
How will PARTNERS sponsor WORK?
A single partner will sponsor all WORK
Partners will co-sponsor all WORK
R.5R.5
R.29R.29
next dialog: Implementing Agency Information
Dialog ListDialog List
HelpHelp
Who is CEQA Lead Agency for this PROJECT? CALTRANS
Implementing Agency Information
Interview effectInterview effect
S.f.11S.f.11
next dialog: Scope Summary
Is NEPA documentation required?
Who is NEPA Lead Agency for this PROJECT?
NEPA Lead Agency
Which PARTNER will be the IMPLEMENTING AGENCY for
CONSTRUCTION?
Agreement involves CEQA and NEPA.
Dialog ListDialog List
HelpHelp
Who will be CEQA lead agency?
Who will be CEQA lead agency?
Which partner will prepare all NEPA-related public hearing
notices?
Non-partner
Partner
CALTRANS
FTA
Partner
CALTRANS
FHWA
PA&ED Information
Partner
CALTRANS
Dialog ListDialog List
HelpHelp
Help
PA&ED InformationPA&ED Information
Scope SummaryScope Summary
CONSTRUCTION InformationCONSTRUCTION Information
Funding SummaryFunding Summary
Billing & Payment InformationBilling & Payment Information
ScheduleSchedule
General ConditionsGeneral Conditions
Add Additional ArticlesAdd Additional Articles
R/W InformationR/W Information
Navigation tips:
To navigate like a book, click the arrow buttons.
To go back to the top, click Main Menu in the upper right corner.
To see more info about an article, warning or….click the hyperlink.
Navigation tips:
To navigate like a book, click the arrow buttons.
To go back to the top, click Main Menu in the upper right corner.
To see more info about an article, warning or….click the hyperlink.
Diagram legend:Diagram legend:
Answer with effectAnswer with effect
Interview QuestionInterview Question
Hyperlinked text
Printing options:
Full diagrams (vsd or pdf): Go to the Cooperative Agreements Project wiki and click the desired link.
Handouts and slides: Right-click on any white space in this presentation and select Print.
Printing options:
Full diagrams (vsd or pdf): Go to the Cooperative Agreements Project wiki and click the desired link.
Handouts and slides: Right-click on any white space in this presentation and select Print.
To close help, navigate to a dialog or click
Dialog List.
To close help, navigate to a dialog or click
Dialog List.
Interview effectInterview effect
Agreement effectAgreement effect
CALTRANS InformationCALTRANS Information
Partner InformationPartner Information
Project Development AgreementProject Development Agreement
FUNDING PARTNER InformationFUNDING PARTNER Information
SPONSOR InformationSPONSOR Information
IMPLEMENTING AGENCY InformationIMPLEMENTING AGENCY Information
Project InformationProject Information
Internal logic questionInternal logic question
Dialog ListDialog List
HelpHelp
Question Answer with effects
Dialog
Interview effectInterview effect
Agreement effectAgreement effect