Dialog List Help PA&ED Information CALTRANS Information Partner Information Project Development...

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Dialog List Help PA&ED Information CALTRANS Information Partner Information Project Development Agreement FUNDING PARTNER Information SPONSOR Information IMPLEMENTING AGENCY Information Scope Summary Project Information CONSTRUCTION Information Funding Summary Billing & Payment Information Schedule General Conditions Add Additional Articles R/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.

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

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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

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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

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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

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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

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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

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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

Dialog ListDialog List

HelpHelp

Sandbox: Exclude from Show

document preparation

terminator

manual operatio

ndelay

process

decision

data

manual inputconnector

off page connector