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Dialog List Help CALTRANS Information Partner Information Project Development Agreement FUNDING PARTNER Information SPONSOR Information IMPLEMENTING AGENCY.

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Presentation on theme: "Dialog List Help CALTRANS Information Partner Information Project Development Agreement FUNDING PARTNER Information SPONSOR Information IMPLEMENTING AGENCY."— Presentation transcript:

1 Dialog List Help 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. Use this diagram to understand how answers to interview questions affect the interview and the printed agreement.   Every question serves a purpose.   Answers to questions cause one or more of these actions: 1.Generate a follow-up question in the interview. 2.Create a dialog in the interview. 3.Add an article or warning to the agreement. 4.Display a warning on the screen.    dialogs in place at the beginning of the interview Navigation Options  Click to go page-by-page like a book.  Click a dialog to jump right to it.  Click hyperlinks for more details.more details  Click to return to this page. Dialog List PA&ED Information Environmental Permits Core dialogs R/W Support Details

2 Dialog List Help District County Route Post Mile EA District Agreement Number Project Development Agreement Project Information begin interview C.b.4C.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.42, 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.46, D.48, D.49, D.50, D.51 D.52, D.53, D.54, D.55, 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.31, 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.52, S.a.53, S.a.54, S.a.56, S.a.57, S.a.60, S.a.62, S.a.64, S.a.65, S.a.66, S.f.12, S.f.14, S.f.30C.b.19C.b.24 C.b.25 C.b.26 C.b.27C.b.29 C.b.31C.b.37C.b.38C.b.42C.b.44C.f.3C.x.1C.x.6D.1D.2D.3D.5D.7D.9D.12 D.15D.16D.18D.20D.22D.21D.25D.26D.27D.28D.29D.30D.31D.32D.37 D.38D.40D.41D.43D.44D.46D.48D.49D.50D.51D.52D.53D.54D.55L.l.1 L.l.3 L.l.5L.l.6L.l.8L.l.9L.l.10L.l.12L.l.13L.l.14L.l.15L.l.16L.l.17L.l.18L.l.19L.l.23 L.l.26R.1R.8R.11R.33S.a.1S.a.2S.a.10S.a.13S.a.14S.a.15S.a.16S.a.17S.a.26 S.a.28S.a.31S.a.33S.a.34S.a.35S.a.38S.a.42S.a.47S.a.50S.a.51S.a.52S.a.53 S.a.54S.a.56S.a.57S.a.60S.a.62S.a.64S.a.65S.a.66S.f.12S.f.14S.f.30 C.b.4C.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.42, 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.46, D.48, D.49, D.50, D.51 D.52, D.53, D.54, D.55, 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.31, 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.52, S.a.53, S.a.54, S.a.56, S.a.57, S.a.60, S.a.62, S.a.64, S.a.65, S.a.66, S.f.12, S.f.14, S.f.30C.b.19C.b.24 C.b.25 C.b.26 C.b.27C.b.29 C.b.31C.b.37C.b.38C.b.42C.b.44C.f.3C.x.1C.x.6D.1D.2D.3D.5D.7D.9D.12 D.15D.16D.18D.20D.22D.21D.25D.26D.27D.28D.29D.30D.31D.32D.37 D.38D.40D.41D.43D.44D.46D.48D.49D.50D.51D.52D.53D.54D.55L.l.1 L.l.3 L.l.5L.l.6L.l.8L.l.9L.l.10L.l.12L.l.13L.l.14L.l.15L.l.16L.l.17L.l.18L.l.19L.l.23 L.l.26R.1R.8R.11R.33S.a.1S.a.2S.a.10S.a.13S.a.14S.a.15S.a.16S.a.17S.a.26 S.a.28S.a.31S.a.33S.a.34S.a.35S.a.38S.a.42S.a.47S.a.50S.a.51S.a.52S.a.53 S.a.54S.a.56S.a.57S.a.60S.a.62S.a.64S.a.65S.a.66S.f.12S.f.14S.f.30 Agreement Header About Project information is made up of the basic job stamp information for the greater project that this agreement will contribute to. click to close next dialog: CALTRANS Information

3 Dialog List Help Contact Name Job Title Streets Address City, ST, ZIP Code Office Phone Mobile Phone (optional) Fax (optional) Address (optional) CALTRANS Information L.l.20 Who will approve this agreement? District Director or Designee Job Title Who will certify CALTRANS funds committed to this agreement? Name Job Title L.l.31L.l.31, L.l.32L.l.32L.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.34L.l.33L.l.33, L.l.34L.l.34 About The CALTRANS Information dialog collects information about the Caltrans people involved with the agreement. Details keyed in this dialog appear in the printed agreement. click to close next dialog: PARTNER Information L.l.28

4 Dialog List Help PM Contact Name Job Title Street Address City, State, ZIP Code Office Phone Mobile Phone (optional) Fax (optional) Address (optional) PARTNER Information (1 of 2) Type of Agency County Corporation, Entity, or District Joint Powers Authority Other cont’d: 2 of 2 Does this partner have an alternate billing address? Yes No Billing Contact Name Job Title Street Address City, State, ZIP Code Office Phone Mobile Phone (optional) Fax (optional) Address (optional) L.l.21 L.l.25 City R.25 R.26 R.22 R.24 R.23 Partner Type Partner Formal Name Referred to As (AKA) R.27R.27, C.b.28C.b.28R.27R.27, C.b.28C.b.28 About The Partner Information dialog collects information about each non-Caltrans partner to the agreement (one dialog per partner). Details keyed in this dialog appear in the printed agreement. click to close RTPA MPO C.b.27aC.b.27a, C.b.28a S.a.52aC.b.28a S.a.52aC.b.27aC.b.27a, C.b.28a S.a.52aC.b.28a S.a.52a C.b.27aC.b.27a, C.b.28a S.a.52aC.b.28a S.a.52aC.b.27aC.b.27a, C.b.28a S.a.52aC.b.28a S.a.52a FUNDING PARTNER Dialog

5 Dialog List Help 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? PARTNER Information (2 of 2) Yes No R.12R.12, S.a.55, C.b.30, L.l.29, L.l.30, D.42S.a.55C.b.30 L.l.29L.l.30D.42 R.12R.12, S.a.55, C.b.30, L.l.29, L.l.30, D.42S.a.55C.b.30 L.l.29L.l.30D.42 Two or more (  2) L.l.35L.l.35, L.l.36L.l.36L.l.35L.l.35, L.l.36L.l.36 L.l.37L.l.37, L.l.38L.l.38L.l.37L.l.37, L.l.38L.l.38 L.l.39L.l.39, L.l.40L.l.40L.l.39L.l.39, L.l.40L.l.40 One (1) Number of non-Caltrans partners? S.a.40S.a.40, C.b.23, L.l.42, L.l.4C.b.23L.l.42 L.l.4 S.a.40S.a.40, C.b.23, L.l.42, L.l.4C.b.23L.l.42 L.l.4 next dialog: Project Development Agreement Un-coded article Name, Job Title

6 Dialog List Help Work completed under this agreement contributes toward [project description], referred to as PROJECT. This agreement will include work in the following project development component. PA&ED R/W Capital Project Development Agreement (1 of 3) PS&E and R/W Support CONSTRUCTION Capital CONSTRUCTION Support PID R.34R.34, D.30D.30R.34R.34, D.30D.30 R.28R.28, D.47D.47R.28R.28, D.47D.47 S.a.67S.a.67, S.f.16, S.f.58, D.29S.f.16S.f.58D.29S.a.67S.a.67, S.f.16, S.f.58, D.29S.f.16S.f.58D.29 S.a.67S.a.67, S.h.15, D.32, D.33S.h.15D.32D.33S.a.67S.a.67, S.h.15, D.32, D.33S.h.15D.32D.33 S.a.67S.a.67, D.50D.50S.a.67S.a.67, D.50D.50 D.45D.45, S.a.67, D.32 S.a.67D.32D.45D.45, S.a.67, D.32 S.a.67D.32 D.31D.31, S.a.67, S.i.14, D.32S.a.67S.i.14D.32D.31D.31, S.a.67, S.i.14, D.32S.a.67S.i.14D.32 About This dialog collects information on the extent of the cooperative arrangements for the agreement. click to close cont’d: 2 of 3 PA&ED Information Dialog Will this project utilize a design/build delivery model? Yes No R/W Information Dialog On-screen warning CONSTRUCTION Support not checked On-screen warning R/W Support not checked W.2

7 Dialog List Help Project Development Agreement (2 of 3) Has any work been completed 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 R.14 cont’d: 3 of 3 R.13

8 Dialog List Help Project Development Agreement (3 of 3) Are there any previous cooperative agreements for PROJECT? No Yes Previous agreement number(s) Developed by partner R.9 R.7 R.13 Partners will cooperate to [cooperative work description] Effort Support Funding Capital Funding What will partners exchange under this agreement? R.28 Funding Partner Dialogs Scope Summary Effort unchecked next dialog: FUNDING PARTNER Information On-screen warning Billing & Payment Information Schedule Who prepared the environmental documentation for this project? Partner Other CALTRANS R.18 R.18, W.1W.1R.18R.18, W.1W.1 PA&ED is not a component of project

9 Dialog List Help FUNDING PARTNER Information About Funding Partner Information dialog appears in the Interview panel as a placeholder for internal logic and a link to the individual dialogs for each funding partner. Individual dialogs identify each partner that is committing funds to the agreement, and the types of funds they are committing. click to close One (1) funding partner R.15 R.20 Two or more (  2) funding partners next dialog: FUNDING PARTNER: Caltrans

10 Dialog List Help Is CALTRANS a FUNDING PARTNER for this agreement? Yes FUNDING PARTNER: Caltrans CALTRANS will commit the following type of funds: Fund Type Matching Fund Type State Federal S.a.61S.a.61, C.b.40, C.b.43C.b.40 C.b.43 S.a.61S.a.61, C.b.40, C.b.43C.b.40 C.b.43 S.a.61S.a.61, S.a.63, C.b.40, C.x.13, C.b.43S.a.63C.b.40 C.x.13C.b.43 S.a.61S.a.61, S.a.63, C.b.40, C.x.13, C.b.43S.a.63C.b.40 C.x.13C.b.43 Category Matching Fund Category Local ARRA L.l.41L.l.41, D.39D.39L.l.41L.l.41, D.39D.39 Other C.b.41 Bond - STIP Augmentation Bond - SHOPP Augmentation Bond - State-Local Partnership Bond - Traffic Light Synchronization Bond - Highway-Railroad Crossing Safety L.l.28 next dialog: FUNDING PARTNER: Party A No STIP/IIP SHOPP Traffic Congestion Relief Program STIP/TEA Bond-Corridor Mobility Improvement Bond-State Rout 99 GARVE – STIP/IIP MINOR A MINOR B About On the Caltrans sub-dialog, identify the types of funds Caltrans is committing to the agreement. click to close

11 Dialog List Help FUNDING PARTNER: Party A Is Party A a FUNDING PARTNER for this agreement? Yes Party A will commit the following type of funds: Fund Type Matching Fund Type State Federal S.a.61S.a.61, C.b.40, C.b.43C.b.40C.b.43S.a.61S.a.61, C.b.40, C.b.43C.b.40C.b.43 S.a.61S.a.61, S.a.63, C.b.40, C.x.13, C.b.43S.a.63C.b.40C.x.13C.b.43S.a.61S.a.61, S.a.63, C.b.40, C.x.13, C.b.43S.a.63C.b.40C.x.13C.b.43 Category Matching Fund Category Local Other C.b.41 next dialog: SPONSOR Information No Local ARRA L.l.41L.l.41, D.39D.39L.l.41L.l.41, D.39D.39 STIP/RIP Regional Surface Transportation Program (RSTP) Congestion Mitigation and Air Quality (CMAQ) DEMO-High Priority Programs (HPP) Transportation Enhancement Activities (TEA) Federal National Corridor Infrastructure Improvement Program Bicycle Transportation Account (BTA) Interstate Maintenance (IM) Discretionary Safe Routes to School Program (SRTS) Hazard Elimination Safety Program (HES) Environmental Enhancement and Mitigation Program (EEM) Emergency Relief Transportation, Community, and System Preservation Intelligent Transportation System (ITS) Deployment Coordinated Border Infrastructure GARVEE – STIP REIP Tax Measure City County LOCAL HBRR About On this sub-dialog, identify the types of funds each partner contributes to the agreement. One sub-dialog displays for each non-Caltrans partner. click to close

12 Dialog List Help SPONSOR Information How will PARTNERS sponsor PROJECT? A single partner will sponsor PROJECT Partners will co- sponsor PROJECT R.5 R.29 About The Sponsor Information dialog identifies who takes responsibility for securing additional funds for the agreement in the event of cost overruns during the life of the agreement. click to close next dialog: IMPLEMENTING AGENCY Information Co-SPONSOR of PROJECT Percent of PROJECT sponsored On-screen warning

13 Dialog List Help Who is CEQA Lead Agency for this PROJECT? CALTRANS IMPLEMENTING AGENCY Information (1 of 2) R.17 Party A Other R.17R.17, R.21R.21R.17R.17, R.21R.21 R.17R.17, R.21, W.3,R.21W.3 On-screen warning R.17R.17, R.21, W.3,R.21W.3 On-screen warning About The Implementing Agency Information dialog outlines responsibilities for satisfying environmental requirements, and the partner who will take on the role as implementing agency. If PA&ED is not selected as a component for the agreement, NEPA and CEQA arrangements appear on this dialog. click to close cont’d: 2 of 2 Who is NEPA Lead Agency for this PROJECT? FHWA FTA CALTRANS Other S.f.27S.f.27, W.4,W.4 On-screen warning S.f.27S.f.27, W.4,W.4 On-screen warning S.f.27S.f.27, S.f.42, W.6S.f.42W.6S.f.27S.f.27, S.f.42, W.6S.f.42W.6 S.f.44S.f.44, S.f.45, D.36S.f.45D.36S.f.44S.f.44, S.f.45, D.36S.f.45D.36 Is NEPA documentation required? No Yes C.f.2 C.b.33C.b.33, C.f.4, C.f.8, D.14, R.19C.f.4 C.f.8D.14R.19 C.b.33C.b.33, C.f.4, C.f.8, D.14, R.19C.f.4 C.f.8D.14R.19 S.f.27S.f.27, S.f.42, W.6, D.34S.f.42W.6D.34S.f.27S.f.27, S.f.42, W.6, D.34S.f.42W.6D.34 NEPA Lead Agency

14 Dialog List Help IMPLEMENTING AGENCY Information (2 of 2) Which PARTNER will be the IMPLEMENTING AGENCY for PA&ED? R.32 Which PARTNER will be the IMPLEMENTING AGENCY for PS&E and R/W Support? R.32R.32, S.g.1, S.h.4S.g.1 S.h.4 R.32R.32, S.g.1, S.h.4S.g.1 S.h.4 Which PARTNER will be the IMPLEMENTING AGENCY for R/W Capital? R.32 Which PARTNER will be the IMPLEMENTING AGENCY for CONSTRUTION Capital? R.32 Which PARTNER will be the IMPLEMENTING AGENCY for CONSTRUCTION Support? R.32R.32, S.i.13, S.i.30S.i.13 S.i.30 R.32R.32, S.i.13, S.i.30S.i.13 S.i.30 CALTRANS Party A R.32R.32, S.g.1, S.h.4, S.h.6S.g.1 S.h.4S.h.6 R.32R.32, S.g.1, S.h.4, S.h.6S.g.1 S.h.4S.h.6 State or Federal funds involved S.i.3 next dialog: PA&ED Information

15 Dialog List Help PA&ED Information (1 of 2) About This dialog appears only when PA&ED is selected as a project development component of the agreement. If PA&ED is not selected as a component, NEPA and CEQA arrangements appear in the Implementing Agency Information dialog. click to close Who will be the CEQA Lead Agency for this PROJECT? CALTRANS Party A Other S.f.1S.f.1, S.f.11, S.f.19, S.f.67, S.f.68S.f.11S.f.19S.f.67S.f.68S.f.1S.f.1, S.f.11, S.f.19, S.f.67, S.f.68S.f.11S.f.19S.f.67S.f.68 S.f.1S.f.1, S.f.67, S.f.73, S.f.74, W.5, On-screen warningS.f.67S.f.73S.f.74W.5 On-screen warning S.f.1S.f.1, S.f.67, S.f.73, S.f.74, W.5, On-screen warningS.f.67S.f.73S.f.74W.5 On-screen warning S.f.1S.f.1, S.f.15, S.f.67, S.f.73, S.f.74, W.5, On-screen warningS.f.15S.f.67S.f.73 S.f.74W.5On-screen warning S.f.1S.f.1, S.f.15, S.f.67, S.f.73, S.f.74, W.5, On-screen warningS.f.15S.f.67S.f.73 S.f.74W.5On-screen warning cont’d: 2 of 2 Does PROJECT require NEPA documentation? No Yes C.f.2C.f.2, C.f.6, C.f.7C.f.6C.f.7C.f.2C.f.2, C.f.6, C.f.7C.f.6C.f.7 C.b.33C.b.33, C.f.4, C.f.8, D.14, S.f.34, S.f.64C.f.4C.f.8D.14S.f.34S.f.64C.b.33C.b.33, C.f.4, C.f.8, D.14, S.f.34, S.f.64C.f.4C.f.8D.14S.f.34S.f.64 Who will prepare NEPA environmental documentation? CALTRANS Party A S.f.42 S.f.27 Who will plan, schedule, prepare materials for, and host all CEQA-related public meetings? CEQA lead is CALTRANS CEQA lead is NOT CALTRANS S.f.75 S.f.57 Who will prepare the CEQA environmental documentation? CALTRANS Party A Who will prepare, publicize, and circulate all CEQA-related public notices? CALTRANS Party A

16 Dialog List Help PA&ED Information (2 of 2) Agreement involves CEQA and NEPA; NEPA Lead = CALTRANS or FTA or FHWA S.f.76 S.f.49 Will the NEPA documentation be an Environmental Impact Statement (EIS)? Yes No next dialog: Scope Summary Who will be the NEPA Lead Agency? FHWA FTA Other S.f.27S.f.27, W.4,W.4 On-screen warning S.f.27S.f.27, W.4,W.4 On-screen warning S.f.27S.f.27, S.f.42S.f.42, W.6W.6 S.f.27S.f.27, S.f.42S.f.42, W.6W.6 S.f.44S.f.44, S.f.45, D.36S.f.45 D.36 S.f.44S.f.44, S.f.45, D.36S.f.45 D.36 S.f.27S.f.27, S.f.42, W.6, D.34S.f.42 W.6D.34 S.f.27S.f.27, S.f.42, W.6, D.34S.f.42 W.6D.34 NEPA Lead Agency CEQA Lead = CALTRANS CEQA Lead = not CALTRANS On-screen warning According to your district environmental representative, have the NEPA responsibilities for PROJECT been delegated to CALTRANS? Yes No

17 Dialog List Help WBS ItemCALTRANSPartnern/a S.g S.g.2S.g.2, S.i.29S.i.29 S.g.2S.g.2, S.i.15, S.i.16, S.i.18, D.17S.i.15S.i.16S.i.18 D.17 S.g S.h.10S.h.10, C.h.1C.h.1S.h.10S.h.10, C.g.1C.g S.h.14S.h S.h S.g.2S.g.2, S.i.29S.i.29 S.g.2S.g.2, S.i.15, S.i.16, S.i.18, D.17S.i.15S.i.16S.i.18 D S.i.28 Scope Summary About The Scope Summary is an embedded WBS spreadsheet for identifying each partner's work responsibility. You will see only those parts of the WBS that apply to the project components identified for the agreement. A Scope Summary for a project that involves all components displays three tabs of information: Construction, Design PS&E, and PA&ED. click to close next dialog: PA&ED Permits Information Billing and Payment Information AttachmentAttachment: Scope Summary AttachmentAttachment: Scope Summary

18 Dialog List Help R/W Information About This dialog appears when PS&E or R/W Capital is selected as a project development component for the agreement. click to close next dialog: CONSTRUCTION Information Who will make necessary arrangements for the accommodation, protection, relocation, or removal of any existing utility facilities? Will the California Transportation Commission hear the Resolutions of Necessity? Yes No S.h.12 S.h.13S.h.13, On-screen warningOn-screen warningS.h.13S.h.13, On-screen warningOn-screen warning Does the partner have approval form the Chief of Division of /W for their Council or County Board to hear Resolutions of Necessity? Yes No S.h.10

19 Dialog List Help Will the construction contract involve landscaping? No CONSTRUCTION Information S.i.17 About The Construction Information dialog gathers necessary details related to the construction component. This dialog appears when Construction Capital or Construction Support is selected as a project development component for the agreement. click to close Yes Construction contract changes will be implemented by CCOs. Partners will review and concur on all CCOs over $___. S.i.2 Please select a maintenance arrangement for this agreement. Partners will execute a maintenance agreement prior to obligation completion No maintenance agreement necessary. Maintenance falls under existing maintenance agreement. S.i.25S.i.25, C.i.8C.i.8S.i.25S.i.25, C.i.8C.i.8 S.i.27S.i.27, C.i.12C.i.12S.i.27S.i.27, C.i.12C.i.12 S.i.31S.i.31, C.i.11C.i.11S.i.31S.i.31, C.i.11C.i.11 next dialog: Funding Summary Will there be State Furnished Materials (SFM) necessary on this project? No Yes Who will fund the cost of state-furnished materials (as a construction capital cost)? Caltrans Party A C.i.10 C.i.9

20 Dialog List Help Funding Summary About This embedded spreadsheet summarizes the funding types committed by each partner for each component involved in the agreement. click to close next dialog: R/W Support Details AttachmentAttachment: Funding Summary AttachmentAttachment: Funding Summary State funds are listed under R/W Support and the local agency is responsible for some of the R/W support work. R/W Support Details

21 Dialog List Help Does the PDT’s RW team member approve that the Caltrans effort matches the State funds programmed for RW Support? Yes R/W Support Details About This dialog appears when State funds are listed under R/W Support (Funding Summary) and the local agency is responsible for some of the work (Scope Summary). click to close next dialog: Environmental Permits On-screen warning Caltrans is responsible for none of the R/W Support work (Scope Summary). Caltrans is responsible for any portion of the R/W Support work (Scope Summary). No On-screen warning

22 Dialog List Help Environmental Permits About The table on this dialog is used to identify applicable environmental permits and designate responsibilities for them. This dialog appears in all agreements unless the agreement involves only the PID component. click to close next dialog: Billing and Payment Information [Permit, approval, or agreement] Needed? No Yes S.a.67 Who will: Coordinate Prepare Obtain Implement Renew Amend Caltrans Party A

23 Dialog List Help Component Actual CostFixed Amount Estimated Monthly Cost InstallmentsLump SumInstallments No EFTWith EFT PA&ED C.x.3C.x.3, C.x.4, C.x.5, C.x.7C.x.4 C.x.5C.x.7 C.x.3C.x.3, C.x.7, C.x.10, C.x.11, C.x.12, C.x.14C.x.7 C.x.10C.x.11 C.x.12C.x.14 C.x.7C.x.7, C.x.12, C.x.17, C.x.18C.x.12 C.x.17C.x.18 C.x.20C.x.20, C.x.21C.x.21C.x.18C.x.18, C.x.23C.x.23 PS&E R/W Support R/W Capital Construction Support C.x.3C.x.3, C.x.5, C.x.7, C.x.8C.x.5 C.x.7C.x.8 C.x.3C.x.3, C.x.7, C.x.10, C.x.11, C.x.14, C.x.15C.x.7 C.x.10C.x.11 C.x.14C.x.15 C.x.7C.x.7, C.x.15, C.x.17, C.x.19C.x.15 C.x.17C.x.19C.x.20C.x.20, C.x.22C.x.22C.x.19C.x.19, C.x.23C.x.23 Construction Capital Work done by one partner (Scope Summary) will be paid for by a different partner (Funding Summary). Billing and Payment Information C.x.2 About Billing and payment information is required when one partner agrees to pay for work (Funding Partner) done by another partner (Scope Summary). PACT generates articles according to the billing arrangements created by answers to interview questions. click to close next dialog: Schedule AttachmentAttachment: Spending Summary AttachmentAttachment: Spending Summary

24 Dialog List Help What will be the frequency of progress reports during the implementation of work? Monthly Schedule S.a.4 Quarterly Final Report Only S.a.39 About This dialog establishes the source of schedule commitments and frequency of progress reports. click to close Schedule commitment Partners will manage the schedule for work through…the Project Management Plan. Other: ________ S.a.30 S.a.58 next dialog: General Conditions

25 Dialog List Help This agreement will terminate upon completion of work. On what date do you estimate work will be completed? General Conditions R.16 About General Conditions dialog identifies a few general terms of the agreement, and the types of support materials that become a part of the agreement. click to close next dialog: Add Additional Articles In addition to the Scope Summary, Funding Summary, and Spending Summary, will any attachments be included with this agreement? No Yes Will any material or equipment constructed or installed as part of work on the SHS become the property of anyone other than Caltrans? No Yes Who will own it? What will they own? S.a.19 S.a.41 Will partners execute this agreement using a single signature page per agreement copy? No Yes What document will be attached and made an express part of this agreement? L.l.11L.l.11, W.9W.9L.l.11L.l.11, W.9W.9 Attachments

26 Dialog List Help Add Additional Articles About When needed, the PDT uses this dialog to add custom articles that are not part of the standard language library. click to close end of interview Recitals Definitions Responsibilities Scope General PA&ED PS&E R/W Construction Support Cost General PA&ED PS&E R/W Construction Support Schedule General Conditions On-screen warning Custom Article(s)

27 Dialog List Help Navigation tips:  To navigate like a book, click the arrow buttons.  To go back to the top, click Dialog List in the upper right corner.  To see article details, click the hyperlink. Navigation tips:  To navigate like a book, click the arrow buttons.  To go back to the top, click Dialog List in the upper right corner.  To see article details, click the hyperlink. Diagram legend: Answer Interview Question Hyperlinked text Printing options:  Right-click on any page for a print dialog.  Printable diagram (pdf) linked to the Logic page in the Wiki.Logic pageWiki Printing options:  Right-click on any page for a print dialog.  Printable diagram (pdf) linked to the Logic page in the Wiki.Logic pageWiki To close help, navigate to a dialog or click Dialog List. Dialog Article(s), Warning(s) Internal logic 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 PA&ED Information Environmental Permits R/W Support Details

28 Dialog List Help Questions Answers Blank Dialog – exclude from show Dialog (generated) Coded article, coded warning, On-screen warningOn-screen warningCoded article, coded warning, On-screen warningOn-screen warning About. click to close next dialog: DIALOG Information cont’d: 2 of 2 Internal logic


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