project development agreement interview

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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 . Click to return to this page. Dialog List PA&ED Information Environmental Permits R/W Support Details

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Project Development Agreement Interview. Project Information. CALTRANS Information. The PACT interview for Project Development Agreements consists of the dialogs listed at right, in the order shown. - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Project Development Agreement Interview

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

Page 2: Project Development Agreement Interview

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

Page 3: Project Development Agreement Interview

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

Page 4: Project Development Agreement Interview

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

Page 5: Project Development Agreement Interview

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

Page 6: Project Development Agreement Interview

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

Page 7: Project Development Agreement Interview

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

Page 8: Project Development Agreement Interview

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

Page 9: Project Development Agreement Interview

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

Page 10: Project Development Agreement Interview

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

Page 11: Project Development Agreement Interview

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

Page 12: Project Development Agreement Interview

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

Page 13: Project Development Agreement Interview

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

Page 14: Project Development Agreement Interview

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

Page 15: Project Development Agreement Interview

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

Page 16: Project Development Agreement Interview

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

Page 17: Project Development Agreement Interview

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

Page 18: Project Development Agreement Interview

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

Page 19: Project Development Agreement Interview

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

Page 20: Project Development Agreement Interview

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

Page 21: Project Development Agreement Interview

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

Page 22: Project Development Agreement Interview

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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

Page 23: Project Development Agreement Interview

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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

Page 24: Project Development Agreement Interview

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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

Page 25: Project Development Agreement Interview

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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

Page 26: Project Development Agreement Interview

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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)

Page 27: Project Development Agreement Interview

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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

Page 28: Project Development Agreement Interview

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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