dialog list help caltrans information partner information project development agreement funding...
TRANSCRIPT
Dialog ListDialog List
HelpHelpCALTRANS Information
CALTRANS 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.
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.
Click to return to this page.Dialog ListDialog List
PA&ED InformationPA&ED Information
Environmental PermitsEnvironmental Permits
R/W Support DetailsR/W Support Details
Dialog ListDialog List
HelpHelp
DistrictCountyRoute
Post MileEA
District Agreement Number
Project Development Agreement
Project Information
begin interview
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.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.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.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.30
Agreement HeaderAgreement 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
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
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
L.l.31, L.l.32L.l.31, L.l.32
Who will certify the financial terms and policies for this
agreement?Name
Job Title
L.l.33, L.l.34L.l.33, L.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
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.28L.l.28
Dialog ListDialog List
HelpHelp
PM Contact NameJob Title
Street AddressCity, State, ZIP Code
Office PhoneMobile Phone (optional)
Fax (optional)Email 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 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
City
R.25R.25
R.26R.26
R.22R.22
R.24R.24
R.23R.23
Partner Type
Partner Formal Name
Referred to As (AKA)
R.27, C.b.28R.27, C.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
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.27a, C.b.28a S.a.52aC.b.27a, C.b.28a S.a.52a
C.b.27a, C.b.28a S.a.52aC.b.27a, C.b.28a S.a.52a
FUNDING PARTNER Dialog
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?
PARTNER Information (2 of 2)
Yes
No
R.12, S.a.55, C.b.30, L.l.29, L.l.30, D.42
R.12, S.a.55, C.b.30, L.l.29, L.l.30, D.42
Two or more (2)
L.l.35, L.l.36L.l.35, L.l.36
L.l.37, L.l.38L.l.37, L.l.38
L.l.39, L.l.40L.l.39, L.l.40
One (1)Number of non-Caltrans
partners?
S.a.40, C.b.23, L.l.42, L.l.4
S.a.40, C.b.23, L.l.42, L.l.4
next dialog: Project Development Agreement
Un-coded articleUn-coded articleName, Job Title
Dialog ListDialog List
HelpHelp
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.34, D.30R.34, D.30
R.28, D.47R.28, D.47
S.a.67, S.f.16, S.f.58, D.29S.a.67, S.f.16, S.f.58, D.29
S.a.67, S.h.15, D.32, D.33S.a.67, S.h.15, D.32, D.33
S.a.67, D.50S.a.67, D.50
D.45, S.a.67, D.32D.45, S.a.67, D.32
D.31, S.a.67, S.i.14, D.32D.31, S.a.67, S.i.14, D.32
About
This dialog collects information on the extent of the cooperative arrangements for the agreement. click to close
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 warningOn-screen warningCONSTRUCTION Support not checked
On-screen warningOn-screen warningR/W Support not checked
W.2W.2
Dialog ListDialog List
HelpHelp
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
Work completed by
Work completed by
Work completed by
Work completed by
R.14R.14
cont’d: 3 of 3
R.13R.13
R.13R.13
R.13R.13
R.13R.13
R.13R.13
Dialog ListDialog List
HelpHelp
Project Development Agreement (3 of 3)
Are there any previous cooperative agreements for
PROJECT?
No
Yes
Previous agreement number(s)
Developed by partner
R.9R.9
R.7R.7
R.13R.13
Partners will cooperate to [cooperative work description]
Effort
Support Funding
Capital Funding
What will partners exchange under this agreement?
R.28R.28
Funding Partner Dialogs
Funding Partner Dialogs
Scope SummaryScope Summary
Effort unchecked
next dialog: FUNDING PARTNER Information
On-screen warningOn-screen warning
Billing & Payment Information
Billing & Payment Information
ScheduleSchedule
Who prepared the environmental documentation
for this project?
Partner
Other
CALTRANS
R.18R.18
R.18R.18
R.18, W.1R.18, W.1
PA&ED is not a component of project
Dialog ListDialog List
HelpHelp
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
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.15R.15
R.20R.20
Two or more (2) funding partners
next dialog: FUNDING PARTNER: Caltrans
Dialog ListDialog List
HelpHelp
Is CALTRANS a FUNDING PARTNER for this agreement?
Yes
FUNDING PARTNER: Caltrans
CALTRANS will commit the following type of funds:
Fund TypeMatching Fund Type
State
Federal
S.a.61, C.b.40, C.b.43
S.a.61, C.b.40, C.b.43
S.a.61, S.a.63, C.b.40, C.x.13, C.b.43
S.a.61, S.a.63, C.b.40, C.x.13, C.b.43
CategoryMatching Fund Category
Local
ARRA L.l.41, D.39L.l.41, D.39
Other
C.b.41C.b.41
C.b.41C.b.41
Bond - STIP AugmentationBond - SHOPP AugmentationBond - State-Local PartnershipBond - Traffic Light SynchronizationBond - Highway-Railroad Crossing Safety
L.l.28L.l.28
next dialog: FUNDING PARTNER: Party A
No
STIP/IIPSHOPPTraffic Congestion Relief ProgramSTIP/TEABond-Corridor Mobility ImprovementBond-State Rout 99GARVE – STIP/IIPMINOR AMINOR B
About
On the Caltrans sub-dialog, identify the types of funds Caltrans is committing to the agreement. click to close
On the Caltrans sub-dialog, identify the types of funds Caltrans is committing to the agreement. click to close
Dialog ListDialog List
HelpHelp
FUNDING PARTNER: Party A
Is Party A a FUNDING PARTNER for this agreement?
Yes
Party A will commit the following type of funds:
Fund TypeMatching Fund Type
State
Federal
S.a.61, C.b.40, C.b.43S.a.61, C.b.40, C.b.43
S.a.61, S.a.63, C.b.40, C.x.13, C.b.43S.a.61, S.a.63, C.b.40, C.x.13, C.b.43
CategoryMatching Fund Category
Local
Other
C.b.41C.b.41
C.b.41C.b.41next dialog: SPONSOR Information
No
Local ARRA L.l.41, D.39L.l.41, D.39
STIP/RIPRegional Surface Transportation Program (RSTP)Congestion Mitigation and Air Quality (CMAQ)DEMO-High Priority Programs (HPP)Transportation Enhancement Activities (TEA)Federal National Corridor Infrastructure Improvement ProgramBicycle Transportation Account (BTA)Interstate Maintenance (IM) DiscretionarySafe Routes to School Program (SRTS)Hazard Elimination Safety Program (HES)Environmental Enhancement and Mitigation Program (EEM)Emergency ReliefTransportation, Community, and System PreservationIntelligent Transportation System (ITS) DeploymentCoordinated Border InfrastructureGARVEE – STIP REIPTax MeasureCityCountyLOCALHBRR
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
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
Dialog ListDialog List
HelpHelp
SPONSOR Information
How will PARTNERS sponsor PROJECT?
A single partner will sponsor PROJECT
Partners will co-sponsor PROJECT
R.5R.5
R.29R.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
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 PROJECTPercent of PROJECT sponsored
On-screen warningOn-screen warning
Dialog ListDialog List
HelpHelp
Who is CEQA Lead Agency for this PROJECT?
CALTRANS
IMPLEMENTING AGENCY Information (1 of 2)
R.17R.17
Party A
Other
R.17, R.21R.17, R.21
R.17, R.21, W.3,On-screen warning
R.17, R.21, W.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
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.27, W.4, On-screen warning
S.f.27, W.4, On-screen warning
S.f.27, S.f.42, W.6S.f.27, S.f.42, W.6
S.f.44, S.f.45, D.36S.f.44, S.f.45, D.36
Is NEPA documentation required?
No
Yes
C.f.2C.f.2
C.b.33, C.f.4, C.f.8, D.14, R.19
C.b.33, C.f.4, C.f.8, D.14, R.19
S.f.27, S.f.42, W.6, D.34S.f.27, S.f.42, W.6, D.34
NEPA Lead Agency
Dialog ListDialog List
HelpHelp
IMPLEMENTING AGENCY Information (2 of 2)
Which PARTNER will be the IMPLEMENTING AGENCY for
PA&ED?R.32R.32
Which PARTNER will be the IMPLEMENTING AGENCY for
PS&E and R/W Support?
R.32, S.g.1, S.h.4
R.32, S.g.1, S.h.4
Which PARTNER will be the IMPLEMENTING AGENCY for
R/W Capital?R.32R.32
Which PARTNER will be the IMPLEMENTING AGENCY for
CONSTRUTION Capital?R.32R.32
Which PARTNER will be the IMPLEMENTING AGENCY for
CONSTRUCTION Support?
R.32, S.i.13, S.i.30
R.32, S.i.13, S.i.30
CALTRANS
Party A R.32, S.g.1, S.h.4, S.h.6R.32, S.g.1, S.h.4, S.h.6
State or Federal funds involvedState or Federal funds involved S.i.3S.i.3
next dialog: PA&ED Information
Dialog ListDialog List
HelpHelp
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
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.1, S.f.11, S.f.19, S.f.67, S.f.68S.f.1, S.f.11, S.f.19, S.f.67, S.f.68
S.f.1, S.f.67, S.f.73, S.f.74, W.5, On-screen warning
S.f.1, S.f.67, S.f.73, S.f.74, W.5, On-screen warning
S.f.1, S.f.15, S.f.67, S.f.73, S.f.74, W.5, On-screen warning
S.f.1, S.f.15, S.f.67, S.f.73, S.f.74, W.5, On-screen warning
cont’d: 2 of 2
Does PROJECT require NEPA documentation?
No
Yes
C.f.2, C.f.6, C.f.7C.f.2, C.f.6, C.f.7
C.b.33, C.f.4, C.f.8, D.14, S.f.34, S.f.64C.b.33, C.f.4, C.f.8, D.14, S.f.34, S.f.64
Who will prepare NEPA environmental documentation?
CALTRANS
Party A
S.f.42S.f.42
S.f.27S.f.27
Who will plan, schedule, prepare materials for, and host all CEQA-related
public meetings?
CEQA lead is CALTRANS CEQA lead is CALTRANS
CEQA lead is NOT CALTRANSCEQA lead is NOT CALTRANS S.f.75S.f.75
S.f.57S.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
Dialog ListDialog List
HelpHelp
PA&ED Information (2 of 2)
Agreement involves CEQA and NEPA;NEPA Lead = CALTRANS or FTA or FHWA
S.f.76S.f.76
S.f.49S.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.27, W.4, On-screen warning
S.f.27, W.4, On-screen warning
S.f.27,S.f.42, W.6
S.f.27,S.f.42, W.6
S.f.44, S.f.45, D.36
S.f.44, S.f.45, D.36
S.f.27, S.f.42, W.6, D.34
S.f.27, S.f.42, W.6, D.34
NEPA Lead Agency
CEQA Lead = CALTRANS
CEQA Lead = not CALTRANS
On-screen warningOn-screen warning
According to your district environmental representative, have the NEPA responsibilities for
PROJECT been delegated to CALTRANS?
Yes
No
Dialog ListDialog List
HelpHelp
WBS Item CALTRANS Partner n/a
3.185.20.40 S.g.5 S.g.5
3.265 S.g.2, S.i.29 S.g.2, S.i.15, S.i.16, S.i.18, D.17 S.g.4
4.200 S.h.10, C.h.1 S.h.10, C.g.1
4.225.50 S.h.14 S.h.5
4.225.65 S.h.1
5.270.25 S.g.2, S.i.29 S.g.2, S.i.15, S.i.16, S.i.18, D.17
5.270.35.20 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
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
Billing and Payment Information
Attachment: Scope
Summary
Attachment: Scope
Summary
Dialog ListDialog List
HelpHelp
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
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.12S.h.12
S.h.13, On-screen warningS.h.13, On-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.10S.h.10
Dialog ListDialog List
HelpHelp
Will the construction contract involve landscaping?
No
CONSTRUCTION Information
S.i.17S.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
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.2S.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.25, C.i.8S.i.25, C.i.8
S.i.27, C.i.12S.i.27, C.i.12
S.i.31, C.i.11S.i.31, C.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.10C.i.10
C.i.9C.i.9
Dialog ListDialog List
HelpHelp
Funding Summary About
This embedded spreadsheet summarizes the funding types committed by each partner for each component involved in the agreement. click to close
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
Attachment: Funding
Summary
Attachment: 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
Dialog ListDialog List
HelpHelp
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
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 warningOn-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 warningOn-screen warning
Dialog ListDialog List
HelpHelp
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
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.67S.a.67
Who will:Coordinate
PrepareObtain
ImplementRenewAmend
Caltrans
Party A
Dialog ListDialog List
HelpHelp
Component
Actual Cost Fixed Amount
Estimated Monthly CostInstallments Lump Sum Installments
No EFT With EFT
PA&ED
C.x.3, C.x.4, C.x.5, C.x.7
C.x.3, C.x.7, C.x.10, C.x.11, C.x.12, C.x.14
C.x.7, C.x.12, C.x.17, C.x.18 C.x.20, C.x.21 C.x.18, C.x.23
PS&E
R/W Support
R/W Capital
Construction Support C.x.3, C.x.5,
C.x.7, C.x.8
C.x.3, C.x.7, C.x.10, C.x.11, C.x.14, C.x.15
C.x.7, C.x.15, C.x.17, C.x.19 C.x.20, C.x.22 C.x.19, C.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.2C.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
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
Attachment:Spending Summary
Attachment:Spending Summary
Dialog ListDialog List
HelpHelp
What will be the frequency of progress reports during the implementation of work?
Monthly
Schedule
S.a.4S.a.4Quarterly
Final Report Only S.a.39S.a.39
About
This dialog establishes the source of schedule commitments and frequency of progress reports. click to close
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.30S.a.30
S.a.58S.a.58
next dialog: General Conditions
Dialog ListDialog List
HelpHelp
This agreement will terminate upon completion of work. On what date do you
estimate work will be completed?
General Conditions
R.16R.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
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.19S.a.19
S.a.41S.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.11, W.9L.l.11, W.9
AttachmentsAttachments
Dialog ListDialog List
HelpHelp
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
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
ScopeGeneralPA&EDPS&ER/WConstruction Support
CostGeneralPA&EDPS&ER/WConstruction Support
Schedule
General Conditions
On-screen warningOn-screen warning
Custom Article(s)Custom Article(s)
Dialog ListDialog List
HelpHelp
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:Diagram legend:
AnswerAnswer
Interview QuestionInterview 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.
Printing options:
Right-click on any page for a print dialog.
Printable diagram (pdf) linked to the Logic page in the Wiki.
To close help, navigate to a dialog or click
Dialog List.
To close help, navigate to a dialog or click
Dialog List.
DialogDialog
Article(s), Warning(s)Article(s), Warning(s)
Internal logicInternal logic
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
PA&ED InformationPA&ED Information
Environmental PermitsEnvironmental Permits
R/W Support DetailsR/W Support Details
Dialog ListDialog List
HelpHelp
Questions
Answers
Blank Dialog – exclude from show
Dialog (generated)Dialog (generated)
Coded article, coded warning, On-screen warningCoded article, coded warning, On-screen warning
About
. click to close. click to close
next dialog: DIALOG Information
cont’d: 2 of 2
Internal logicInternal logic