1. 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.

2. Dialog List Help 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 InformationCALTRANS 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 Header for in-process agreements Interview effect

3. Dialog List Help Contact Name Job Title Streets Address City, ST, ZIP Code Office Phone Mobile Phone (optional) Fax (optional) Email 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 next dialog: Partner InformationPartner Information L.l.27 L.l.28 L.l.31 L.l.32 Who will certify the financial terms and policies for this agreement? Name Job Title L.l.33 L.l.34 Interview effect

4. Dialog List Help Contact Name Job Title Street Address City, State, ZIP Code Office Phone Mobile 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 Interview effect Does this partner have an alternate billing address? Yes No Contact Name Job Title Street Address City, State, ZIP Code Office Phone Mobile Phone (optional) Fax (optional) Email Address (optional) L.l.21 L.l.25 Chartered City R.25 R.26 R.22 R.24 R.23 Name and Job Title Partner Formal Name Referred to As (AKA) R.27

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? Name and Job Title Partner Information (2 of 2): Signature Page Info Yes No next dialog: Project Development AgreementProject Development Agreement R.12, S.a.55 Two or more (  2) L.l.35 L.l.36 L.l.37 L.l.38 L.l.39 L.l.40 L.l.?? One (1) Number of non-Caltrans partners? S.a.40

6. Dialog List Help 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 Interview effect PID R.34 R.28

7. Dialog List Help 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 by Partner CALTRANS Work completed by Partner CALTRANS Work completed by Partner CALTRANS Interview effect Agreement effect

8. Dialog List Help 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 Interview effect R.9 R.7 W.1 R.18

9. Dialog List Help 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 InformationFunding Partner Information Interview effect R.28

10. Dialog List Help Is CALTRANS a FUNDING PARTNER for this agreement? Yes Funding Partner Information Interview effect next dialog: Sponsor InformationSponsor Information Is [non-Caltrans PARTNER] a FUNDING PARTNER for this agreement? Yes CALTRANS will commit the following type of funds: Fund Type Category Matching Fund Type Matching Fund Category CALTRANS will commit the following type of funds: Fund Type Category Matching Fund Type Matching Fund Category How many FUNDING PARTNERs are there? R.15 Two or more (  2) One (1) R.20

11. Dialog List Help Sponsor Information How will PARTNERS sponsor WORK? A single partner will sponsor all WORK Partners will co- sponsor all WORK R.5 R.29 next dialog: Implementing Agency InformationImplementing Agency Information

12. Dialog List Help Who is CEQA Lead Agency for this PROJECT? CALTRANS Implementing Agency Information Interview effect S.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.

13. Dialog List Help 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 Interview effect Agreement effect

14. Dialog List Help PA&ED Information Scope Summary CONSTRUCTION Information Funding Summary Billing & Payment Information Schedule General Conditions Add Additional Articles R/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: Answer with effect Interview Question Hyperlinked text Printing options:  Full diagrams (vsd or pdf): Go to the Cooperative Agreements Project wiki and click the desired link.Cooperative Agreements Project wiki  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.Cooperative Agreements Project wiki  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. Interview effect Agreement effect CALTRANS Information Partner Information Project Development Agreement FUNDING PARTNER Information SPONSOR Information IMPLEMENTING AGENCY Information Project Information Internal logic question

15. Dialog List Help Question Answer with effects Dialog Interview effect Agreement effect

16. Dialog List Help Sandbox: Exclude from Show document preparation terminator manual operation delay process decision data manual input connector off page connector