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Project Development Agreement Interview

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.

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Project Development Agreement Interview

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  1. 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. • 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: • Generate a follow-up question in the interview. • Create a dialog in the interview. • Add an article or warning to the agreement. • Display a warning on the screen. •   • dialogs in place at the beginning of the interview Partner Information Project Development Agreement FUNDING PARTNER Information SPONSOR Information IMPLEMENTING AGENCY Information PA&ED Information Scope Summary R/W Information CONSTRUCTION Information Funding Summary • 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. R/W Support Details Environmental Permits Billing & Payment Information Schedule Dialog List General Conditions Add Additional Articles Core dialogs

  2. Project Information 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 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.51D.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 Project Development Agreement District County Route Post Mile EA District Agreement Number Agreement Header next dialog: CALTRANS Information

  3. CALTRANS Information 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 Contact Name Job Title Streets Address City, ST, ZIP Code Office Phone Mobile Phone (optional) Fax (optional) Email Address (optional) L.l.20 Who will approve this agreement? District Director or Designee Job Title L.l.28 Who will certify CALTRANS funds committed to this agreement? Name Job Title 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 next dialog: PARTNER Information

  4. PARTNER Information (1 of 2) 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 Partner Formal Name R.27, C.b.28 Referred to As (AKA) FUNDING PARTNER Dialog City R.23 Type of Agency County R.24 Corporation, Entity, or District R.25 PM Contact Name Job Title Street Address City, State, ZIP Code Office Phone Mobile Phone (optional) Fax (optional) Email Address (optional) Joint Powers Authority R.26 C.b.27a, C.b.28a S.a.52a RTPA L.l.21 C.b.27a, C.b.28a S.a.52a MPO Other No Partner Type R.22 Does this partner have an alternate billing address? Yes Billing Contact Name Job Title Street Address City, State, ZIP Code Office Phone Mobile Phone (optional) Fax (optional) Email Address (optional) L.l.25 cont’d: 2 of 2

  5. PARTNER Information (2 of 2) Who will approve this agreement? Name and Job Title L.l.35, L.l.36 Who will witness or attest this agreement? Name and Job Title L.l.37, L.l.38 Who will approve this agreement’s form and procedure? Name and Job Title L.l.39, L.l.40 Yes Are there any additional signors? Name, Job Title Un-coded article No S.a.40, C.b.23, L.l.42, L.l.4 One (1) Number of non-Caltrans partners? R.12, S.a.55, C.b.30, L.l.29, L.l.30, D.42 Two or more (2) next dialog: Project Development Agreement

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

  7. Project Development Agreement (2 of 3) R.14 No Has any work been completed on PROJECT to date? Yes PA&ED What project deliverables have been completed prior to this agreement? Work completed by R.13 PS&E and R/W Support Work completed by R.13 R/W Capital Work completed by R.13 CONSTRUCTION Capital Work completed by R.13 CONSTRUCTION Support R.13 Work completed by cont’d: 3 of 3

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

  9. 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 R.20 One (1) funding partner Two or more (2) funding partners R.15 next dialog: FUNDING PARTNER: Caltrans

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

  11. FUNDING PARTNER: Party A 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 No Is Party A a FUNDING PARTNER for this agreement? Local ARRA L.l.41, D.39 Yes 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 Party A will commit the following type of funds: Fund Type Matching Fund Type C.b.41 Local Category Matching Fund Category State S.a.61, C.b.40, C.b.43 Federal S.a.61, S.a.63, C.b.40, C.x.13, C.b.43 Other C.b.41 next dialog: SPONSOR Information

  12. SPONSOR Information 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 A single partner will sponsor PROJECT R.5 How will PARTNERS sponsor PROJECT? Partners will co-sponsor PROJECT On-screen warning Co-SPONSOR of PROJECT Percent of PROJECT sponsored R.29 next dialog: IMPLEMENTING AGENCY Information

  13. IMPLEMENTING AGENCY Information (1 of 2) 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 CALTRANS R.17 Who is CEQA Lead Agency for this PROJECT? Party A R.17, R.21 R.17, R.21, W.3, On-screen warning Other C.f.2 No Is NEPA documentation required? C.b.33, C.f.4, C.f.8, D.14, R.19 Yes S.f.27, S.f.42, W.6 FHWA FTA S.f.27, S.f.42, W.6, D.34 Who is NEPA Lead Agency for this PROJECT? CALTRANS S.f.44, S.f.45, D.36 Other NEPA Lead Agency S.f.27, W.4, On-screen warning cont’d: 2 of 2

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

  15. 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 CALTRANS S.f.1, S.f.11, S.f.19, S.f.67, S.f.68 Who will be the CEQA Lead Agency for this PROJECT? S.f.1, S.f.15, S.f.67, S.f.73, S.f.74, W.5, On-screen warning Party A S.f.1, S.f.67, S.f.73, S.f.74, W.5, On-screen warning Other CALTRANS Who will prepare the CEQA environmental documentation? Party A CALTRANS Who will prepare, publicize, and circulate all CEQA-related public notices? Party A S.f.57 CEQA lead is CALTRANS Who will plan, schedule, prepare materials for, and host all CEQA-related public meetings? S.f.75 CEQA lead is NOT CALTRANS C.f.2, C.f.6, C.f.7 No Does PROJECT require NEPA documentation? C.b.33, C.f.4, C.f.8, D.14, S.f.34, S.f.64 Yes CALTRANS S.f.42 Who will prepare NEPA environmental documentation? S.f.27 Party A cont’d: 2 of 2

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

  17. 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 Attachment: Scope Summary Billing and Payment Information next dialog: PA&ED Permits Information

  18. 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 Who will make necessary arrangements for the accommodation, protection, relocation, or removal of any existing utility facilities? S.h.10 Yes Will the California Transportation Commission hear the Resolutions of Necessity? S.h.12 No 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.13, On-screen warning next dialog: CONSTRUCTION Information

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

  20. Funding Summary About This embedded spreadsheet summarizes the funding types committed by each partner for each component involved in the agreement.click to close 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 next dialog: R/W Support Details

  21. 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 Caltrans is responsible for any portion of the R/W Support work (Scope Summary). Does the PDT’s RW team member approve that the Caltrans effort matches the State funds programmed for RW Support? Yes No On-screen warning Caltrans is responsible for none of the R/W Support work (Scope Summary). On-screen warning next dialog: Environmental Permits

  22. 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 No [Permit, approval, or agreement] Needed? Yes Who will: Coordinate Prepare Obtain Implement Renew Amend Caltrans S.a.67 Party A next dialog: Billing and Payment Information

  23. Billing and Payment Information 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 Work done by one partner (Scope Summary) will be paid for by a different partner (Funding Summary). C.x.2 Attachment: Spending Summary next dialog: Schedule

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

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

  26. 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 On-screen warning • 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 Custom Article(s) end of interview

  27. Help Project Information • Diagram legend: CALTRANS Information Interview Question Partner Information Internal logic Project Development Agreement Answer FUNDING PARTNER Information Dialog SPONSOR Information Article(s), Warning(s) IMPLEMENTING AGENCY Information Hyperlinked text To close help, navigate to a dialog or click Dialog List. PA&ED Information Scope Summary • 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. R/W Information CONSTRUCTION Information Funding Summary R/W Support Details Environmental Permits • Printing options: • Right-click on any page for a print dialog. • Printable diagram (pdf) linked to theLogic pagein the Wiki. Billing & Payment Information Schedule General Conditions Add Additional Articles

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

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