PACT_issue_Log_8-25-10.xls - State of California

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PACT_issue_Log_8-25-10.xls - State of California Powered By Docstoc
					                  2-Not immediate
                    3-Long Term
    Item number




                                                                                                                                                                                                                                                                                                                                                             Functional     Completed    Completed
                       1-ASAP
                       Priority




                                    Development
                                                                                                                                                                                                                                                                                  Date                                                                                                               Completed



                                    Management
                                                                                                                                                                            Date                                                Date        Date           Who initiated the                      Source                                                      unit that         on           on
                                                                                Comments, issues, etc.                                            Status   Assigned to                         Action / Result                                                                 resolution                       Article Code      Dialog      Field/Topic                                               on                                                  Notes
                                    Maintain                                                                                                                              assigned                                            resolved    received           comment                             document                                                     owns the      Production    Training



                                    Support
                                                                                                                                                                                                                                                                                needed                                                                                                                 WIKI
                                                                                                                                                                                                                                                                                                                                                               issue          Server       Server
                                    Fix




                                                  per Federal Stewardship Agreement CT does IQA outside State R/W Perhaps
  2038                  3           Development   there are articles that need to be reposive to Federal funds on the project. This        Watch           Mark          9/1/2009
                                                  issue will be discussed until the DOD and FHWA determine what is IQA?
  2224                  3           Development   do not need on IQA only agreements                                                       Task Order      Mark          9/1/2009    Task Order 18 (in part)                                                                                                    C.x.6                                                                                                                                                                                        Color code index
  2232                  3           Development   Do not show this article when LA is the IA for all components.                           Task Order      Mark          9/1/2009    Task Order 18 (in part)                                                                                  07-4811           S.a.40
                                                  Please do not show auditing articles on IQA agreements when no federal funds are
  2236                  3           Development                                                                                            Task Order      Mark          9/1/2009    Task Order 18 (in part)                                                                                  07-4811           S.a.31
                                                  involved
                                                  Please do not show this article on IQA only since LA is Sponsor, IA and Sole
  2238                  3           Development                                                                                            Task Order      Mark          9/1/2009    Task Order 18 (in part)                                                                                  07-4811           S.a.1
                                                  funding partner
  2239                  3           Development   Please do not show this agreement on IQA only agreements                                 Task Order      Mark          9/1/2009    Task Order 18 (in part)                                                                                  07-4811           C.b.31
                                                  Please do not show this article for IQA only agreements and the LA is
  2240                  3           Development   implementing the environmental commitments. Where does it say who is                     Task Order      Mark          9/1/2009    Task Order 18 (in part)                                                                                  07-4811           C.b.38
                                                  implementing the environmental commitments other than the Permits?
  2241                  3           Development   Please do no show this article for IQA only agreement                                    Task Order      Mark          9/1/2009    Task Order 18 (in part)                                                                                  07-4811           C.x.6
                                                                                                                                                                                                                                                                                                                C.b.1,
  2252                  3           Development   modify C.b.31 and 38 by not showing 2nd sentence if LA is Sole FP and IA.                Task Order      Mark          9/1/2009    Task Order 18 (in part)                                                                                  07-4843
                                                                                                                                                                                                                                                                                                                C.b.38
                                                  delineate what activites are considered IQA, and those that are not IQA but CT will
  2254                  3           Development   not be billing for Also give a list of activities that need to be performed but are not Task Order       Mark          9/1/2009    Task Order 18 (in part)                                                                                  07-4843
                                                  on the WBS, ie environmental permit compliance in Construction.
                                                  Regarding the Article # 67:
                                                  "PARTNERS will implement changes to the construction contract through contract
                                                  change orders (CCOs). PARTNERS will review and concur on all CCOs over
                                                  $50,000. All CCOs affecting public safety or the preservation of property, all design
                                                  and specification changes, and all major changes as defined in the CALTRANS
                                                  Construction Manual will be approved by CALTRANS in advance of the CCO work
                                                  to be performed."                                                                                                                                                                                                                                                                                                                                                 Should incude other VTA specific articles.
                                                                                                                                                                                     checking with D-4 on nature of                                                                                                                                                                                                 Waiting on District to provide specific articles.
  2258                  2           development                                                                                            pending         Mark          5/11/2009                                                                                                            04-2241           S.i.2                         12/18/2008
                                                  VTA did not like the wording " approved". I discussed it with Rick Gifford this                                                    this request. 6-21-10                                                                                                                                                                                                          Mark will pull up some examples and confirm. 5-3-10
                                                  morning, and Rick agreed to change the word from "approved" to "concurred". If                                                                                                                                                                                                                                                                                    D-4 called 7-1-10 to say they were looking into the issue.
                                                  you have questions regarding this issue, please check it with Rick. Thank you very
                                                  much. I have reviewed the Construction manual regarding this matter and all
                                                  CCO's that affect public safety, the preservation of property, change design
                                                  specifications, or cause a "major" change require that Caltrans Division of
                                                  Construction "Authorize" the change and if the project involves federal funds that
                                                  the FHWA engineer also ok these cco's. GFG
                                                  Please delete the following articles when Caltrans is the implementing agency for                                                                                                                                                                                                           constrction
  2265                  2           Development   construction activities: S.g.2, S.i.13, S.i.17, S.i.15, S.i.16, S.i.18, S.a.15, C.b.4,   Task Order      Mark          4/20/2009   Task order 26                                       4/15/2009   Martin                                   email 4/15/09     various        N/A            Scope and      Const                                                  This is a summary of a number of issues.
                                                  C.i.10                                                                                                                                                                                                                                                                                      Cost
                                                                                                                                                                                                                                                                                                                                                                                                                    Started 3/10 per request from ENV HM.
  2272                  3           Development   Revisit the description of type of agencies                                              Consider        Mark          9/1/2009    investigate                                         5/11/2009   Mark                                     N/A               R.11.b         Partner        Intro          ?? Legal ??
                                                                                                                                                                                                                                                                                                                                                                                                                    7/26/10, need to consider using RTPA and MPO in the description.
                                                                                                                                                                                                                                                                                                                                                                                                                    Some local agencies would like their own agreement number printed on the
  2273                  3           Development   Header - add local agency agreement number if wanted                                     Consider                      9/1/2009                                                        5/11/2009   Mark                                     OCTA agreement new               partner??      Intro          OCA
                                                                                                                                                                                                                                                                                                                                                                                                                    agreement.
                                                                                                                                                                                                                                                                                                                                                                                                                    D-8/RCTC suggested that a different language be used to reflect the reality of how
  2275                  3           Development   Remove the term "Resident Engineer" from co-ops                                          Consider        Mark          5/21/2009   Task Order 30                                       5/11/2009   Mark                                     N/A               D.8, S.i.13    construction   construction   construction
                                                                                                                                                                                                                                                                                                                                                                                                                    work is actually done on projects.
  2284                  3           Development   Development of Amendment template                                                        Task Order      Martin        6/25/2009   Martin working on template                          6/25/2009   Martin                    PACT 10.0      examples          template       N/A                           OCA                                                    Growing need for amendment template
                                                                                                                                                                                                                                                                                                                               SCOPE          SCOPE                                                                 Marlin has asked if this is necessary to better destinguish from Implementing
  2299                  3           Development   Do the PARTNERS doing work need a title?                                                 Consider        Mark          2/25/2010   investigate                                         2/24/2010   MFeenstra RCTC                ??         email 2-24-10     TBD                                          ?? OCA ??
                                                                                                                                                                                                                                                                                                                               SUMMARY        SUMMARY                                                               agency.
                                                  EFIS - revisions/protections needed for the initial invoice request. It needs to
  2302                  2           Development   recognize what is actually avaiable for invoicing and not be able to exceed that         Consider        Mark          2/24/2010   need check process                                  2/24/2010   d-8                       next version                     various B&P B&P               B&P            Accounting                                             example is the $300,000 limit on intial deposits.
                                                  amount.
                                                                                                                                                                                                                                                                                                                               FUNDING
  2310                  2             maintain    EFIS - change the use of "subtotal" on the FUNDING SUMMARY summary table.                Pending         Mark          3/3/2010    change to "total"                                   3/3/2010    PACT users                  3/30/10                                                                     OCA
                                                                                                                                                                                                                                                                                                                               SUMMARY
                                                                                                                                                                                                                                                                                                                                                                                                                    I believe there is already an article avaiable. We need to find it and re-implement it
  2313                  2           development   Article for Structural Rep should be added Construction Scope                            consider        Mark          3/3/2010    dig up old article and put it back in               3/3/2010    PACT users                  7/1/10                                        Construction Construction Construction
                                                                                                                                                                                                                                                                                                                                                                                                                    again.
  2319                  3           Development   Does PACT need a definition for PROJECT LIMITS?                                          consider        Mark          3/24/2010   investigate                                         3/24/2010   District                                                                  co-op                         OCA/Legal                                              Wait until this brought up again by someone.
                                                                                                                                                                                                                                                                                                                               FUNING                                                                               this will be done as part of the fine tuning for EFIS. We will use Accounting's fund
  2326                  2           development   EFIS - add ARRA TE funds                                                                 Consider        Mark          5/3/2010    add to fund type list                               5/3/2010    Gary                      next version email                                                            OCA
                                                                                                                                                                                                                                                                                                                               PARTNER                                                                              codes.
  2330                  2           development   D-11 specific definition of IQA                                                          Consider        Gary          5/4/2010    investigate for global change                       5/4/2010    d-11                      next version none yet                                                         OCA/Design                                             Gary will provide additional information from discussion with D-11
  2332                  3           maintenance   Test NEPA articles for interaction with Scope Summary and specificity                    Consider        Gary          5/4/2010    investigate                                         5/4/2010    Gary                                   none yet            various                                      ENV                                                    Gary has concerns. He will provide more specific information. 5-5-10.
                                                  PARTNER database updates:
                                                  - Format Partner aka to ALL CAPS                                                                                                                                                                                                            Gary's notes                     Partner                                                                              8/3/10, Issue given to HotDocs for correction or to provide ability for OCA to
  2348                  3           Management                                                                                             working         Mark          5/11/2010   revise                                              4/23/2010   Gary                                                       n/a                                          OCA
                                                  - table of Partners is titled wrong "abreviation" column lists "name" instead of                                                                                                                                                            4/23/10                          information                                                                          manage.
                                                  "abreviation".
                                                                                                                                                                                                                                                                                                                S.h.4
                                                  proposal to remove articles S.h.4, S.h.10, and S.h.11 when Local Agency is doing                                                                                                                                                            Gary's notes                     SCOPE
  2354                  3           development                                                                                    Consider                Mark          5/11/2010   investigate with RW                                 4/23/2010   Gary                         TBD                           S.h.10                                       RW
                                                  all RW work/CALTRANS is doing RW IQA only                                                                                                                                                                                                   4/23/10                          SUMMARY
                                                                                                                                                                                                                                                                                                                S.h.11
                                                                                                                                                                                                                                                                                                                                                                                                     Posted
                                                  Proposed revision of Article C.f.2:
                                                                                                                                                                                                                                                                                              Gary's notes                                                                                           question on
  2357                  2           development   The cost of any legal challenges to the CEQA environmental process or                    Working         Mark          5/11/2010   Sent to DEA for decision                            4/23/2010   Gary                      next version                     C.f.2
                                                                                                                                                                                                                                                                                              4/23/10                                                                                                the TALK
                                                  documentation is an OBLIGATIONS/ PROJECT COST.
                                                                                                                                                                                                                                                                                                                                                                                                     page
                                                                                                                                                                                                                                                                                                                C.b.4
                                                  Proposed revision to Articles C.b.4, C.b.23 & C.b.30:                                                                                                                                                                                       Gary's notes
  2358                  2           development                                                                                            Consider        Mark          5/11/2010   sent to Allison for consideration                   4/23/2010   Gary                         TBD                           C.b.23                                       OCA
                                                  Remove "Independent of OBLIGATIONS" and add "as a PARTNER COST".                                                                                                                                                                            4/23/10
                                                                                                                                                                                                                                                                                                                C.b.30
  2369                  2              WIKI       Explain why there is no signature block on PACT agreements                       consider                Mark          6/21/2010   investigate                                         6/1/2010    Elaine Haydu, D-4                                                                                                                               investigate
                                                  revise the definition of SAFETEA-LU to read:
                                                  SAFETEA-LU – (Safe, Accountable, Flexible, Efficient Transportation Equity Act:
                                                                                                                                                                                                                                                                                                                                                                                                     needs
  2371                  2           development   A Legacy for Users) – The federal act that authorizes the federal surface        consider                Mark          6/25/2010   confirm and revise definition                       6/24/2010   D-4                         7/1/10       PACT input Form definiiton       N/A                           OCA
                                                                                                                                                                                                                                                                                                                                                                                                     update
                                                  transportation programs for highways, highway safety, and transit for the 5-year
                                                  period 2005-2009.
                                                                                                                                                                                                                                                                                                                                                                                                     will need to
                                                                                                                                                                                                                                                                                                                                                                                                     note a VTA
                                                                                                                                                                                                                                                                                              email dated
  2374                  2           development   VTA specific articles                                                                    consider        Mark          7/26/2010   confirm and implement                               7/26/2010   D-4, Jennifer Chan          ASAP                           various        various        various        various                                 option for     email with specifics sent 7/26/10
                                                                                                                                                                                                                                                                                              7/26/10
                                                                                                                                                                                                                                                                                                                                                                                                     certain
                                                                                                                                                                                                                                                                                                                                                                                                     articles

                                                                                                                                                                                                                                                                                                                                                                                                                    RW concerned that the article assumes that the delgation has already been given.
                                                                                                                                                                                                                                                                                                                                                                                                                    Forwarded for grammer check. Also informed RW about the way the interview
                                                  Revise article S.h.13
                                                                                                                                                                                                                                                                                                                                                                                                     note           operates. PACT asks if the delegation is in place and if not then the co-op can not
  2377                  1                fix      "The [Other] will hear any Resolutions of Necessity under Caltrans' written              working         Mark          7/27/2010   revise article                                      7/27/2010   Paul Pham, HQ RW          next version email, 7/27/10      S.h.13         RW info                       RW
                                                                                                                                                                                                                                                                                                                                                                                                     changes        be approved.
                                                  delegation. (S.h.13)
                                                                                                                                                                                                                                                                                                                                                                                                                    Talked to Paul, Wayne and Carol 8/12/10. I will rework this and get back to them.
                                                                                                                                                                                                                                                                                                                                                                                                                    8/18/10 drafted a proposed resolution and sent to RW.

  2381                  2           devlopment    various grammer and tweaks from D-4                                                      consider        Mark          8/4/2010    confirm with Allison                                8/4/2010    D-4, Elaine               next version suggestion form     various        various        various        OCA                                                    several grammar and structural issues
                                                                                                                                                                                                                                                                                                                                                                                                                    I believe that PACT already allows the entry of a fund type, but it might not apply to
                                                  The funding summary should give you a choice of others in the match funds for                                                      check ability to add funds in the                                                                                                         Funding                       OCA/Accoun
  2385                  1           development                                                                                            Needs Testing   Mark          8/12/2010                                                       8/12/2010   District 8                next version suggestion form     fund type                     n/a                                                                   the matching funds. I can also add funds a District or Partner would like to see in
                                                  Federal.                                                                                                                           FUNDING PARTNER info dialog                                                                                                               Partner info                  ting
                                                                                                                                                                                                                                                                                                                                                                                                                    the draw down list.
                                                  The following article (C.x.7):
                                                  After PARTNERS agree that all WORK is complete, COUNTY will submit a final
                                                  accounting for all OBLIGATIONS COSTs. Based on the final accounting,
                                                  PARTNERS will refund or invoice as necessary in order to satisfy the financial
                                                                                                                                                                                     working on alternate language
                                                  commitments of this agreement.                                                                                                                                                                                                                                                              Billing and    Accounting                                             Involves some restructuring of the program code.
  2388                  2           development                                                                                            working         Mark          8/17/2010   and display for the co-op                           8/16/2010   Gary                      next version suggestion form     c.x.7          n/a
                                                  When we have multiple Proeject Components, this article does not sufficiently say                                                                                                                                                                                                           payment        and OCA                                                8/17/10 sent Gary a proposed resolution.
                                                                                                                                                                                     document
                                                  if completion of Work for the Project Component or for the entire project
                                                  (Agreement)...the issue becomes amplified when dealing with savings...
                                                  Recommend either specifying "completion of Work for agreement" or "completion
                                                  of Work for each Project Component"...
                                                                                                                                                                                                                                                                                                                                                                                                                    Per Terri Pencovic: We are very excited to have an opportunity to work with Mark to
                                                                                                                                                                                                                                                                                                                                                                                                                    update our process for creating statewide consistency in accepting Fair Share
                                                                                                                                                                                                                                                                                                                                                             Planning -
  2393                  3           development   Add TMA interview and ability to PACT.                                                   consider        Mark          8/18/2010                                                       8/18/2010   Gary                         TBD         suggestion form   various        various        template                                                              Funds and Capital Deferment Obligations from the development community. Our
                                                                                                                                                                                                                                                                                                                                                             IGR
                                                                                                                                                                                                                                                                                                                                                                                                                    intention is to use the PACT to draft future Traffic Mitigation Agreements with both
                                                                                                                                                                                                                                                                                                                                                                                                                    public and private, and even tribal, parties.
                                                                                                                                                                                     Software upgrade with MicroSoft                                                                                                                                                                                                Upgrade will involve brining the SCOPE SUMMARY and the FUNDING
  2394                  2           development   Upgrade to HotDocs Server 10                                                             consider        Mark          8/18/2010                                                       8/18/2010   Mark                        10/1/10      N/A               n/a            N/A            n/a            OCA
                                                                                                                                                                                     Silverlight                                                                                                                                                                                                                    SUMMARY into the interview and many other improvements.
                                                  Can you please confirm that the ownership of PACT article S.a.10 (identified as
  2395                  2              WIKI       HQ Division of Right of Way in the WIKI) is correct? Shouldn’t it be HQ Division         Consider        Mark          8/25/2010   confirm and change if necessary                     8/25/2010   D-4                         9/1/10       suggestion form   S.a.10         N/A            n/a            OCA            n/a          n/a         check
                                                  of Traffic Operations as is C.b.40 & C.b.41?
                                                  Consider the following at the next PMT Meeting: Eliminate the total funding                                                                                                                                                                                                  Funding
                                                                                                                                                                                     Take to October 2010 PMT                                                                                                                              funding
  2396                  2              PMT        amounts shown in Responsibilities and say instead...PARTNERS agree to define             PMT             gary          8/25/2010                                                       8/25/2010   Gary/Martin                  TBD         suggestion form   various        Partner/sum                   Accounting
                                                                                                                                                                                     meeting                                                                                                                                               Partner
                                                  the funding commitments for this agreement in the FUNDING SUMMARY.                                                                                                                                                                                                           mary
                                                  R/W Support [Funding Summary] - Provide warning in the condition where state
                                                                                                                                                                                     Already complete in PACT 10.1                                                                                                                                                                                                  I belive this has already been done on both production and training servers.
  2397                  2           development   dollars are being contributed but state forces are not being used to perform the         Needs Testing   Mark          8/25/2010                                                       8/25/2010   Gary/Martin               next version suggestion form     n/a            RW info        RW             RW/OCA
                                                                                                                                                                                     EFIS. And Production????                                                                                                                                                                                                       Needs to be checked.
                                                  work.
                                                  Article (S.f.12) in the language library, second paragraph has partner in lower case
                                                  and it should be in upper case:
  2398                  1                fix                                                                                           consider            Mark          8/25/2010   check and fix if necessary                          8/19/2010   Gary                        ASAP         suggestion form   S.f.12                                       OCA
                                                  ...without the written concent of the PARTNER authorized to release them…
                                                  Please check the rtf file as well to make sure this was not duplicated in the rtf.


                                                  Please add the following article to the PACT 10.1 EFIS language library and rtf file
                                                  to accommodate Local Partners that have EFT privileges.
                                                  If [Local Partner] has received Electronic Funds Transfer (EFT) certification from
                                                                                                                                                                                                                                                                                                                                                                                                                    because EFT questions and articles have been removed from PACT 10.1 EFIS
                                                  CALTRANS, [Local Partner] will use the EFT mechanism and follow all EFT
  2399                  1           development                                                                                        consider            Mark          8/25/2010   add to PACT 10.1 EFIS                               8/19/2010   Gary                      next version suggestion form     new            n/a            COST           Accounting                                             FUNDING SUMMARY.
                                                  procedures to pay all invoices issued from CALTRANS to [Local Partner].
                                                                                                                                                                                                                                                                                                                                                                                                                    See correction sent later (italics).
                                                  If [Local Partner] has received Electronic Funds Transfer (EFT) certification from
                                                  CALTRANS, [Local Partner] will use the EFT mechanism and follow all EFT
                                                  procedures to pay all invoices issued from CALTRANS to [Local Partner].

                                                  I have noticed that the last two pages (SCOPE SUMMARY and FUNDING
  2400                  2             maintain    SUMMARY) of the PACT version 10.1 still named as "PACT Version 9.1" in the               consider        Mark          8/25/2010   check and fix if necessary                          8/23/2010   D4                        next version suggestion form     n/a            n/a            format         OCA
                                                  bottom of the page. Some one needs to fix these error.
                                                  Please look at the article (S.a.63):
                                                  PARTNERS will undergo an annual audit in accordance with the Single Audit Act
                                                  of OMB Circular A-133. (S.a.63)
  2401                  1                fix                                                                                               consider        Mark          8/25/2010   check and fix if necessary                          8/25/2010   Gary                        ASAP         suggestion form   S.a.63         n/a            scope          OCA
                                                  According to the Language Library instructions, this article should only be pulled in
                                                  if Federal funds are present...however, a recent agreement was prepared with local
                                                  funds only and yet this article still got pulled in.
                                                  Develop IQA template and rules...particularly no Funding Summary and no billing                                                    this includes many issues
  2402                  3           development                                                                                            Consider        TBD                                                                           8/25/2010   districts                    TBD         suggestion form   n/a            n/a            n/a            various                                                This issue came up in the conversations with the districts about PACT 10.1 EFIS
                                                  articles;                                                                                                                          currently on this list
                                                  Allow ability to open new Coop files in both 10.1 and 10.1 EFIS versions if
  2403                  2           development                                                                                            consider        Mark          8/25/2010   Implementation issue                                8/25/2010   districts                 next version suggestion form     n/a            n/a            n/a            OCA                                                    This issue came up in the conversations with the districts about PACT 10.1 EFIS
                                                  possible;
                                                  Add to Project Management Directive that PM is responsible for keeping track of
  2404                  2           Management                                                                                             working         Gary          8/25/2010   revise PM directive                                 8/25/2010   districts                 next version suggestion form     n/a            n/a            n/a            OCA                                                    This issue came up in the conversations with the districts about PACT 10.1 EFIS
                                                  latest Funding Summary;
                                                  Consider some form of PACT automated version control mechanism or numbering                                                        added a "version" number to the                                                                                                           funding
  2405                  2           development                                                                                            done            Mark          8/25/2010                                           8/25/2010   8/25/2010   districts                 next version suggestion form     header                        format         OCA                                                    This issue came up in the conversations with the districts about PACT 10.1 EFIS
                                                  system for Funding Summaries.                                                                                                      interview and document                                                                                                                    summary




  2405            Latest issue number
Number of Active Issues
  48                                                                                                                                       48
  1    PMT
 25    Consider
  1    Done
  2    Needs Testing
  2    Pending
 11    Task Order
  1    Watch
  5    Working
 48    TOTAL

Updated 8-25-10

  5    Priority 1
 22    Priority 2
 21    Priority 3
 48     TOTAL

  2      WIKI


Issues for the PACT Management Team
Item
        priority       type   Topic
  #
                              Consider the following at the next PMT Meeting: Eliminate the total funding                                                                                                                    Funding
                                                                                                                                      Take to October 2010 PMT                                                                           funding
2396       2           PMT    amounts shown in Responsibilities and say instead...PARTNERS agree to define   PMT   gary   8/25/2010                              8/25/2010   Gary/Martin   TBD   suggestion form   various   Partner/sum           Accounting
                                                                                                                                      meeting                                                                                            Partner
                              the funding commitments for this agreement in the FUNDING SUMMARY.                                                                                                                             mary
Agreeme          Change the
    nt    (dia dialog name to
Informati log)     Project
    on          Information.

         Wh
          at
         are
         the
         Fu
         ndi
          ng Move these to
         So      the newly
 Project urc     renamed
Develop es     Sponsor and
  ment   (an      Funding      The field was moved to Fund Information [party] dialogs
Agreeme d       Information
   nt    sub dialog, below the
         seq Funding Partner
         uen       fields.
           t
         dro
         pdo
         wn
         fiel
         ds)


                  Can these be
                   shrunken or
                hidden until the
               lists they contain
                 are expanded?
               For an example,
                   see Project
                  Development
                   Agreement,
                 question about
  [gray
                    any work
 space
                  completed on
 boxes]
                PROJECT prior
                      to this
                agreement. The
                space available
              is quite large and
                  seems in the
                way. It would be
              nice if it was only
               enlarged when it
                 needed to be.
          ****
                   Instead of
           *C
   Add         asterisks, can we
          AU
Additiona       put this in a box
          TIO
l Clauses       in another color
          N**
                 or something?
          ****
                 Change Party in
                   Party Billing
           Pay    Caltrans to the
 Billing &
           me    party's informal
Payment
            nt    name from the
Informati
           Met        Partner
     on
           hod      Information
                 dialog (Referred
                       to as).

           Wh
           ich     Delete the
 Billing & inv installments field
Payment oic for "in arrears"
Informati e (does not apply
     on    met    to in arrears
           hod      billings).
            …

                 Delete the things
                 at the top of the
                   page (Phase
                  PSE, State 10,
 Billing &
                 Local 5, need to
Payment
                    know hwo is
Informati
                  doing the work
     on
                    from scope
                 summary); they
                  are from an old
                      example.
                       Change
                     "Payment
           Pay
 Billing &           Method" to
           me
Payment                "Billing
            nt
Informati          Arrangement"
           Met
     on              Make both
           hod
                 "billing" to lower
                       case b
           ___
           will
           inv
 Billing &
           oic
Payment           Delete this
            e
Informati         question.
           CA
     on
           LT
           RA
           NS


           Are
           you
                   Change this
 Billing & pay
               question to "Will
Payment ing
                the billing(s) be
Informati for
               for actual cost or
     on    act
                 fixed amount?
           ual
            …
                    We'd like to
                  rearrange the
                questions on the
                   page so they
                   appear in this
                        order:
                      1. Briefly
                 describe scope
                 and location of
                   the project…
               2. What work has
                been completed
                on this project to
                date? (show the
 Billing &          list box that
Payment           currently says
Informati         this at the top:
     on         "Briefly describe
                      any work
                  completed...",
                  and delete the
                yes/no question
                 about "Has any
                     work been
                  completed on
               this PROJECT to
                       date?")
                  3. Was any of
                      the work
               completed on the
                   project done
               under a previous
                    cooperative
               Change this field
                  to a fill-in field
                 that defaults to
                  California, and
Caltrans        allow the user to
           Sta
Informati          manually key
            te
     on          another state if
                       needed.
                 99.999% of the
                 time this will be
                     California.
           All
          Fax
          and
          Em
Caltrans       Allow the user to
           ail
Informati      leave it blank or
          Ad
    on         answer with N/A.
          dre
           ss
          fiel
           ds


                  The question
                 options on the
                       current
                   construction
               dialog should be
               replaced with the
                     new ones
               determined to be
                  important per
                    legal team
                 (shown here).
                 Please select a
                  maintenance
                arrangement for
Construct (dia this agreement:
  ion     log)       Partners will
                     execute a
                  maintenance
                agreement prior
                to completion of
                        work
                          No
                  maintenance
                    agreement
                      required
                    Maintenance
                  falls under an
                      existing
                    agreement

                  Change this
                 dialog name to
  Effort
                   "Schedule"
                instead of Effort.
            Fre
            que Delete the "other"
            ncy option, leaving
 Effort
            que only monthly and
            stio    quarterly.
             n


                Add to the top of
                 the dialog a new
                  yes/no question
                   that asks "Will
                any attachments
                 be included with
                this agreement?"
                  If the answer is
General           Yes, then show
Condition             the What
   s               documents will
                   be attached…
                question and list.
                  If the answer is
                   no, then insert
                  the variable "no
                attachments" into
                     article R.12
                       (recitals)
             Add to the dialog,
             near the end of it,
                this question:
               Please select a
                maintenance
              arrangement for
              this agreement:
               [ ] PARTNERS
                will execute a
                maintenance
              agreement prior
              to completion of
                    WORK.
                     [ ] No
                maintenance
General
                agreement is
Condition
                   required.
   s
                   If the user
               selects the first
                one, generate
              C.b.18 and S.j.1
                      on the
                 agreement.
                   If the user
                  selects the
               second option,
               do not generate
                C.b.18 or S.j.1
               and do not add
              the Maintenance
                & Operations
                section to the
                We would like
                the font in the
             resource panel to
 overall -      be roughly the
resource     same size as the
   info            font in the
             interview dialogs.
                 It looks a lot
                bigger as it is.
           All
          Fax
          and
          Em
 Partner       Allow the user to
           ail
Informati      leave it blank or
          Ad
    on         answer with N/A.
          dre
           ss
          fiel
           ds


                     Add yes/no
          Ad
                  answer options.
          diti
                     If yes then
          ona
                     display the
 Partner    l
                  additional signor
Informati sig
                 fields and require
    on    nor
                  the user to fill in
           s
                   at least one; if
          fiel
                    no, then don't
           d
                 display the fields.
          Par
 Partner tne Change this field
Informati r   label to Type of
    on    typ     Agency.
            e
               Make this field
                  default to
               California, and
 Partner      allow the user to
          Sta
Informati        change it if
           te
    on             needed
              (99.999% of the
              time this will be
                 California).
         Bri
         efly
         des
         crib
                 Revise this
          e
              question to read:
 Project sco
               Briefly describe
Develop pe
               the scope and
  ment and
               location of the
Agreeme loc
                PROJECT by
   nt    atio
               completing the
         n of
              sentence below.
         the
         proj
         ect
          …




         Are
                 Revise this
         the
 Project     question to read:
          re
Develop        Are there any
         any
  ment            previous
         oth
Agreeme         cooperative
          er
   nt         agreements for
         coo
              this PROJECT.
         p…



          Th
           e
         agr
 Project ee
              Change PAED to
Develop me
                  PA&ED
  ment    nt
               Change PSE to
Agreeme will
                   PS&E
   nt    incl
         ude
         wor
         k…


         Pre
 Project vio
Develop us
             Looks like it gets
  ment wor
                 cut off
Agreeme k
   nt    don
          e:
                       Change to
                   dropdown list of
                       the county
                    names with 3-
                        character
                    abbreviations.
 Project Co
                  Show only the 3-
Informati unt                         Jean: If you need a copy of the list, please contact me. ~ Cindy
                        character
    on     y
                     abbreviations
                   once the county
                      is selected.
                     Abbreviations
                     should be all
                         CAPS.
                    Make this a 4-
                    character field
                   (alphanumeric)
                   with no hyphen.
                       When the
                  agreement prints,
                       the district
                    number should
                       print at the
                   beginning of the
                       agreement
                     number. For
          Dis
                       example, if
          trict
                    district 03 and
          Agr
                       agreement
 Project ee
                    number 1234,
Informati me
                   then the printed
    on     nt
                       agreement
           Nu
                      should have
          mb
                       agreement
           er
                  number 03-1234
                        (with the
                        hyphen).
                   The 4-character
                       agreement
                       number is
                    alphanumeric.
                   Do not truncate
                    or drop leading
                    zeros keyed by
                   the user (e.g., if
                   user keys 0036
                    the agreement
           ne
            w    Add this field
           fiel next to Post Mile
 Project d:           field.
Informati Kilo Format for the
    on     Po new field is the
            st same as the Post
          (KP      Mile field.
             )


                 Make this a 6-
                 character field
                (alphanumeric)
                with no hypen.
                The user must
                key exactly six
                  characters.

              Then, when the
             agreement prints,
                  the EA the
               district number
 Project
             should be added Jean: We revised this request to make it easier (hopefully) on you and the
Informati EA
              to the beginning users.
    on
             of the EA so that
              it looks like this:
                DD-EEEEEE
                (where DD is
             district, EEEEEE
                  is EA). For
                  example, if
                district 12 and
                  EA number
               55766a, then it
             would print as 12-
                    55766a.
                 Change the label
                 to the statement
                 as shown below
                     and provide
                   options for the
                    user to select:
                        Select a
                       schedule
                 commitment for
                  this agreement:
                   [ ] PARTNERS
                 will manage the
         Sc          schedule for
         hed      WORK through
         ule        the work plan
         Co        included in the Hotdocs, FYI in case it looks familiar: This request was originally listed as
Schedule
          m           PROJECT          belonging to the Effort dialog.
         mit     MANAGEMENT
         me              PLAN.
          nt       [ ] Other: [fill in
                   field up to 250
                      characters ]

                 Require the user
                  to select one or
                      the other.
                      If the user
                  selects the first,
                    then generate
                         S.a.30.
                 If the user keys a
                       free-from
                 arrangment, add
                     Change this
                   dialog name to
 Scope
                  "Scope" instead
Summary
                     of the Scope
                      Summary.

                     Delete this
          Par
                     question.
          ty's
Sponsor          (Sponsorship is a
          will
Informati        responsibility and
          spo
    on           responsibility is a
          nso
                  percentage split,
            r
                   not monetary.)
                 Once party has
                 been selected,
                we cannot delete
          Sp      them. It is not
          ons     clear that you
Sponsor or         need to click
Informati dro   delete a row, and
    on    pdo    then when you
          wn    do click delete a
           s       row it simply
                clears the values
                    in the row.
                    Confusing.

                    This is a bit
          Co-    confusing. Co-
          Sp      sponsoring a
Sponsor ons      phase involves
Informati or     both parties for
    on     a    the same phase
          pha    and that is not
           se   what it looks like
                 it is asking for.

                    We'd like this
                 field to provide a
                  list of pre-typed
                   selections, and
                include "other" as
                 an option. When
         Bri      the user selects
         efly    "other" present a
         des    free-form field for
         crib   the user to key in
 Project
           e        a description.
Develop
         any       The pre-typed
  ment                               All but "other" has been added as a selection.
         wor    selections should
Agreeme
           k              be:
   nt
          co      Project initiation
         mpl     Project approval
         ete              and
         d…        environmental
                      document
                        Plans,
                    specifications
                   and estimates
                     Right of way
                        Other
                We don't think
                we need these
               questions. Can
Construct
                  we hide the
    ion
               dialog for now?
Informati
                 Do any of the
    on
                    questions
               generate details
                    later on?
                  I suggest we
                rename this to
          dial
   Add         "Add Additional
          og
Additiona           Articles."
          na
l Clauses          Correct the
          me
                 typographical
                     errors.

          Par
          tne
           rs
          will Change this to
Sponsor
          co- "Partners will co-
Informati
          spo   sponsor by
    on
          nso      phase"
          ra
          pha
           se


                 Change dialog
                name to Sponsor
                  and Funding
Sponsor            Information
Informati         See mockup The funding information was moved to a new dialog.
    on             (Scope and
                   funding info
                     mockup
                  101706.doc).

         Wh        The question
          o      only allows one
         will       party or the
         pro    other, and needs
         vid     to allow for both
Property
          e     parties to provide
         the      property. Make
         pro     this a repeating
         per         dialog like
         ty?         Materials.
          Ho
            w
          will
          the
          mat
          eria
          ls/s
          upp We don't think
          lies  we need this
Materials
           be question. Can we
          pro hide it for now?
           vid
           ed
           or
          exc
          han
          ged
            ?


          Wh
          o is
          res
          pon
          sibl
                We don't think
            e
                 we need this
Materials for
               question. Can we
          Pic
                hide it for now?
            k
          Up/
          Del
          iver
           y?

          Del
          iver We don't think
            y    we need this
Materials
           loc question. Can we
          atio hide it for now?
            n
  Billing
                  Delete the
   and
                 programming
Payment
                notes at the top
Informati
                 of the dialog.
    on
         Wh
         ich
         par
          ty
         will
         pro
               We don't think
         vid
                we need this
Schedule e a
              question. Can we
         Re
               hide it for now?
         sid
         ent
         En
         gin
         eer
          …


         Wh
           at
                  Change this
         doc
                   question to
          um
                     "What
General ent
                documents will
Condition s
                 be attached to
   s      will
                 and made an
          be
                express part of
         atta
               this Agreement?"
         che
         d…

                     Each phase
                   listed must be
          Par      checked for at
          tne     least one party.
           rs      More than one
          will      party may be
Sponsor
          co-    checked for any
Informati
          spo           phase.
    on
          nso    For the dialog to
          r by   be complete, the
          pha           total of
           se    percentages per
                     phase must
                      equal 100.
                   Fix the column
                 headings so they
 Scope              always show
Summary             regardless of
                  how low you go
                       in WBS.
                When a change
                  is made to the
                funding sources
        Fu
                 in the interview,
  Cost  nd
                   then the cost
Summary Typ
                summary should
        es
                change to reflect
                the new funding
                     sources.
           IQ
                      The IQA
            A
   Cost        calculation is still
          Wit
Summary         active for STIP
          hho
                Capital phases.
            ld
                No matter what
                 the user keys,
          Pre the outcome is
           vio    xx-xxxx. The
 Project
           us user should be
 Develop
          Agr     able to key 6
  ment                              Mark: Confirm format.
           ee digits and have
Agreeme
          me        the system
    nt
           nt format it as XX-
           No XXXX (but with
                the 6 digits that
                  were keyed).
                   Can the run
               meter be moved
                     to another
  Scope
                     location to    Mark: We'll need to check this from an intranet connection.
Summary
               prevent the table
                  from jumping
                with each click?
          Wo
Sponsor rk        Change field
Informati Sp label to Sponsor
    on    ons         of Work.
           or
                Please add the
           Alt Contact Name
          ern     and Job Title
 Partner ate       fields to the
Informati add alternate address
    on    res area (to match
             s        Caltrans
          info alternate address
                        info).
         Wo
          rk
          co
         mpl
         ete
           d
         und
          er
 Project
         this
Develop
         agr Article R.4 is not
  ment
          ee      working.
Agreeme
         me
   nt
          nt
         con
         trib
         ute
           s
         tow
         ard
          …


            Add "other" to the
         Wo drop down list.
 Project
         rk When the user
Develop
         Co selects "other"
  ment
         mpl present a field
Agreeme
         ete that makes the
   nt
         by user key a name
            or other identifier.

           Thi
 Billing & rty  Take this
Payment day question off the
Informati s dialog. We don't
     on    prio  need it.
           r…
                  Change this
                   question to
                 "What project
              deliverables have
          Bri
               been completed
         efly
                   prior to this
         des
                  agreement?"
         crib
           e
              ...and change the
         any
                selection list to:
         wor
               Project Initiation
           k
                    Document
          co
                 Project Report
         mpl
 Project         Environmental
         ete
Develop             Document
           d
  ment                 Plans,
          on
Agreeme        Specifications &
         PR
   nt                Estimate
         OJ
                  Right of Way
         EC
                  Certification
          T
         prio
                    ...and add
         r to
                  "Other" as a
         this
                 choice on the
         agr
              "Work completed
          ee
               by" list. If "other"
         me
                   is selected,
          nt.
                 provide a fill-in
               field next to it so
               the user can key
                        info.
         Wh
           at
          will
           be        Add "Final
          the      Report only" to
          fre    the list of options.
         que
         ncy       When the user
           of     selects monthly
         pro         or quarterly,
         gre     S.a.4 is added to
           ss      the agreement
Schedule                           HotDocs: There was a resulting change in the language library.
         rep     (no change from
         orts     the way it works
         duri           now).
           ng      When the user
          the       selects "Final
         imp     Report only" then
         lem      S.a 39 is added
          ent    to the agreement
         atio       (new article).
         n of
         wor
           k?


                   Question: Can
                   we hide these
                  columns for the
        Ord
                   Focus on the
         er
                       Future
         of
  Cost            conference and
        Ex
Summary          then unhide them
        pen
                   once we have
        ditu
                     them fully
         re
                    defined with
                     language
                     assigned?
                   Change the
   Fund
                  name of this
 Informati
           (dia     dialog to
     on
           log) "Funding Partner:
[CALTRA
                [CALTRANS/part
NS/party]
                       y]"
           [CA
            LT
                   Change this
   Fund     RA
                     prompt to
 Informati NS/
                "[CALTRANS/par
     on    par
                  ty] will commit
[CALTRA ty]
                the following type
NS/party] Fu
                     of funds:"
            ndi
            ng

                     Subtotals are
        Su         showing up when
        btot          there are no
  Cost  als         dollars entered.
Summary by           Creative but it
        Ph           may not fly in
        ase           Accounting.
                         hehe…
                       These dialogs
                   seem redundanct
                         since we've
                       already asked
                     questions about
                       the exchange.
                      So, we'd like to
                       delete the two
                         dialogs, but
                           move the
                        questions or
                        parts of them
Agreeme               that actually do
   nt                     something
            (dia
exchang                unique. See if
            log)
   e                     this makes     Jean: This is a bit convoluted. Please call me if this doesn't make sense. ~
  and                       sense:      Cindy (916-834-2442)
            (dia
Materials                 1. On the
            log)
  and                    Agreement
Property           Exchange dialog,
                   move the "Effort"
                    answer from the
                     first question to
                         the second
                     question, "What
                     is funding going
                    to be exchanged
                   for?" (this causes
                    the Scope dialog
                         to appear).
                        2. Delete first
                     question, "What
                            will be
        (Su
         m
        ma
         ry Put a title on this
        Vie      page:
 Scope
         w       Scope
Summary
        and Summary: Who
        Det is doing what?
         ail
        Vie
         w)

                 Put a title on this
                       page:
 [Third
                    Spending
Spreadsh                             We need a name for this page.
                 Summary: What
  eet]
                  is the money
                   paying for?


                  Change this to
                 "Partners will co-
                   sponsor by
                      phase"

                   When the user
                     has selected
                 R/W and/or CON
                    on the Project
                    development
          Par         Agreement
          tne    dialog, give them
           rs      two options for
          will    the sponsorship
Sponsor
          co-    for each of them:
Informati
          spo       R/W (Right of
    on
          nso       Way) Support
          r by      R/W (Right of
          pha       Way) Capital
           se            CON
                   (Construction)
                       Support
                         CON
                   (Construction)
                        Capital

                 Add these to the
                 bigger box that
                  lists the other
                      phases.
            Put a title on this
                  page:
                Funding
  Cost  [pa
              Summary:          The user needs to know what s/he is looking at.
Summary ge]
             Where is the
            money coming
                 from?
   Item number




                             Development
                             Management
                 Priority


                             Maintain


                             Support
                                                                        Comments, issues, etc.
                             Fix




                                             On a three party agreement Under partner information,Billing Contact
  1000                            Fix        Information, Does this party have an alternate billing address? What I try, I
                                             can't get thei answer to save and therefore , unable to submit for review.
                                             Construction claims arising after the project funds are depleted. What
                                             happens when the cliams come up after the project funds have been
  1001                        modification   depleted. Who is responsible for the claims? In order to handle this the
                                             Funding Partner definition was to be modified along with the addtional of a
                                             special cost articles see the original for details.
                                             re-write S.h.11 from "[PARTNER} will furnish to CALTRANS, in a form
                                             acceptable to CALTRANS, that arrangement have been made for the
                                             protection , relocation, or removal of all conflicting facilities within SHS right
                                             of way and that such work will be completed prior to award of the contract
                                             to construct PROJECT or as covered in the PS&E for said contract. This
                                             evidence shall include a reference to all required SHS encroachment
  1002            2          Development     permits." to "[PARTNER] will provide CALTRANS approved verification of
                                             its arrangements for the protection, relocation, or removal of all conflicting
                                             facilities and such work will be completed prior to construction contract
                                             award or as otherwise stated in the PROJECT PS&E. This verification
                                             must include reference to all required SHS encroachment permits." The
                                             issue appears to be whether form will be acceptabel to CT vs a
                                             CALTRANS approved verification
                                             Add two questions to interview for RONS and add appropriate articles (
  1003                      Development
                                             see comments for details)
  1004                             fix       Rotate headers on tables and increase the font sizes. Nine is too small.



                               Question -    What date should be used for the Completion of work Date? The end of
  1005
                                training     Work as defined in the COOP or the end of the Project CCA


                                             ECR "permit" or report? If this is an internal document then why does it
  1007                      Language/logic
                                             need to be in a co-op. Clarification needed from envr & Legal
  1008                          question     see comments for detail
                          Add article " Specific WORK deliverable shall be submitted to CALTRANS
1009       language add   for IQA review and/or recording of the document at appropriate stages of
                          Development as defined in the Project Communication Plan"

                          Additional Agency description for Tax Measure Authorities "Local
1010   2   Development    Transportation Authority". Revise the use of description of parties….add,
                          confirm, etc.
1011           fix        drop pennies from the funding summary


1012           fix        Generate warning from R/W as shown on comment form


1013        suggestion    Request to allow a consultant PE to be allowed to be a RE

                          Keep the requirement that the local agency provide asbuilts in a timely
                          manner in a form acceptable to CT so that they can easily be added to the
                          Data Retrival System (DRS) - Add requirements that the local agency
                          provide a set(sets) of bid plans (100% plans) for HDB, and a .pdf file or
                          more before an encroachment permit to start construction can be issued.
1014        suggestion
                          Reason I need this - then I can tell the HQ HDB Coordinator that the plans
                          are in the DRS so he can set new connection post miles (PM), etc., and
                          update the TSN database. We cannot wait for the As Builts if the segment
                          is open to traffic. and the CHP needs updated PM to connect incidents with
                          the correct location so they show in the accident database. - see comment

1015           fix        delelte redunant cost articles

                          Include what State's IQA consists of, or at a minimum, an X under State
1016        Suggestion
                          column for the category IQA - Make names and phone numbers optional
1017        comment       RIP funds controled by local also show as CT dollars
1018        comment       Bassett clarifies has view of SHS


1019        comment       see note


1020           fix        AAA fix


2021         Qustion      How can we delete a file on the index




2021         Support      HQ letter to explain PACT approach to locals & executives
             Language edit
2022
              suggestion


                              Modify warning on the finish page. The warning that shows up is not the
2022        functional mod
                              warning that is in the interview.
2023             Question     Do pre-pact agreements get amended through PACT
                              Signature page, Legal name of Partner is not pulling correctly...typically
2023       fix
                              show CITY, when actually it needs to say CITY OF LIVERMOR


                              Where do we address carryover responsibilities in the interview? Should
                              we have something in the resources on General Conditions dialog to
2024             Question     describe carryover responsibilities? Per CA course: "Responsibilities or
                              activities that continue after an agreement expires or after a project is
                              complete."


2024       Support            Maintain bulletan board on going for PACT issues on intranet

2025
2025             code error   L.l.8 is full of jibberish.
                              The "Public Contract Code" embodies the "State Contract Act" and the
                              "Public Agency Public Construction Act."
2026             Comment
                              Give this some context.


2026   3     Development      Format document so that sentances and articles are on same page



2027             Suggestion   change to make easier to read
                              Fix formatting in S.h.1: "All right of way conveyances will be completed
                              prior to completion and acceptance of WORK. Acceptance of right of way
2027             Language     title is subject to a review of a Policy of Title Insurance in the name of the
                              State of California or [Party A - Formal Name- selection- all that apply- who
                              will the property be conveyed to]."
                              Letter to Local agencies from Legal and the director explaining why PACT
2028              Support
                              is necessary
2028        language/ logic AA activity - if N/A it gets an article that reads "will be future Co-op"
                              Does the award of contract need to be tied to Engineer Estimate or funding
2029             Question
                              summary
2029             Suggestion   Check all language for consistent use of will, shall and must.
                              Will there be good communication on PACT updates ? Please update
2030             Comment
                              CAC on all updates/
                         RTPAs and COGs are planning agencies that do not own anything. When
                         the project limits include materials, equipment and appurtenances outside
2030      Comment
                         the state right of way, the way in which ownership is handled when the
                         project is complete must be documented or defined in the work.


                         Be consistant w/ CT's policy if we require in Coop agreement w/ local
2031      Comment
                         agencies.
2031       Support       Provide HQ resource list to provide to Dist.

                         Can we remove the "cell phone" from being a mandatory input in the
2032      logic error    Partners interview and just make it optional??...One phone number is
                         sufficient.


2032   development       Attach blank close out doc to agreement


                         Propose electronic submittal forwarding, approval & tracking similar to
2033     Suggestion      DPAC. Also, scheduling and reporting of status to identify who is meeting
                         dead lines and who is not so that improvements in process can be made.
                         on lower levels some boxes indicate they need to be filled but thay cannot
2033
                         be filled
                         Art S.h.10 appears to be generated from a question but it has the potential
2034      comment
                         to conflict with WBS activity 200 "Utility Relocation"
                         On the submittal PACT page, when an interview question remains
2034     mal function    unanswered, when you select the link to identify which question needs to
                         be answered, the link does not work.
                         Include in the PACT tool much like Federal Demonstration funds. A match
                         may or may not apply (typically 90 or 100% funded) However, the amount
2035     Suggestion
                         is usually up to $$$ paid by submitting actual costs to local Programs
                         Accounting, and not a percentage of the total cost of a phase.
                         Rick Gifford noticed that we are missing a word in the Scope Summary
2035    language error
                         definition. We need to add the word "Capital".
2036   Support           Provide updates to frequently asked questions on web
                         Correct the way "match funds" are displayed and summarized. Check how
2036     Suggestion
                         this affected the billing & payment articles.

2037   Support           Provide updates to lessons learned on the web

                         should have FHWA funding and a catch all funding w/ warning that
2037     Suggestion
                         Agreemetn not approved if chosen
                              Question: When you repeatedly press a letter key on the keyboard while
                              the cursor is in the State field the state names beginning with that letter
                              display one at a time (like dropdowns on the Web). Can we make all
                              dropdown lists behave this way?
2038   3     Development
                              Check all drop downs and identify those that we want to behave this way;
                              we may want to keep some the way they are. For example, we may not
                              want a drop down to work this way if it also is a typover field.
                              The question" Does CT have permission to administrer any Federal
                              Funds?" is unclear to me. I thought the COOP was necessary to obtain
                              that permission. If CT is performing work, should the answer always be
2039             Comment
                              yes? If true, then why have the question. What about the "finance letter"
                              that we have been including with all coops involving federal funds? Is it still
                              to be filled out and attached to the coop.
2040       Support            Post LL, and examples of PACT agreement on the internet




2040       Fix                Show formal name of local partner in all CAPS on Signature page




                              Add all possible funding sources from both State and Federal and local.
2041             Suggestion   E.g. STP, Earmark, VPPP, CMIA, RM2, SAFETEA-LU, others? Or allow to
                              write in manually
2041                          Permits are not pulling propertly
                              Add PSR/PR and other options to the pull down list of priviously done work
2042             Suggestion
                              or allow to write in
2042                          Source Inspection
                              Can we have pre filled fields specific to D4 in the contact, address, and
2043              Request
                              signature page information fields?


2043       Development        RONs (need modification, attached to wrong WBS)




                              Just use titles on the signature pages. If Local Agency or Caltrans staff
2044             Suggestion
                              find a good reason, we will remove NAMES..


                              Save not working properly - you have to attempt to close then hit cancel
2044       Fix                and save again in order to save if you x out before saving you get an e500
                              error

           Request/Suggest
2045                       WBS 270.35 can not be the exclusive obligation of non CT partner.
                ion
2045       Language error   partner should be capitalized

                            WBS 270.35.10 if CT is responsible for this activity then there is no
                            warning, if it is marked other are responsible then Show warning " If this
2046         development    project invloves Office of Structures Construction - Contact Area
                            Structures Construction Senior for determination if CT could be doing
                            some of the structures testing on a reimbursed basis - if so indicate that.

2046       Language error   partner should be capitalized
                            Who is responsible for updating PACT to make sure it does not violate
2047          Question
                            current legislative requirements?
2047       Language error   partner should be capitalized


                            Add instruction on Add comment to dialog box "District explain why of the
2047   2    Development
                            custom article is being included or for the modification.


2048         Modification


2048           Request      Please include current signals language


                            We need to work on transition, because it does not FLOW. I need to go
                            back and forth to make sure that I capture the terms of the document. In
                            the old process, you read the obligations that stated who is doing the work
                            (Section I) and you did not have to go to the next section until you clearly
2048           Process      defined areas of responsibilities between the State and the other party(s).
                            Please remember that we will need to negotiate with Locals about their
                            concerns, which may already be included in the document; therefore, we
                            need educate the members of your staff as well as the Districts on where
                            to find the required information.
                            The partners will manage the schedule for work through the "work plan
                            included in the PROJECT MANAGEMENT PLAN (PMP). Typically, we do
                            not complete a PMP for our projects. Will it be a requirement to have a
2049          Language      PMP for all projects? The implementing agency (the partner responsible
                            for managing the scope, cost, and schedule of a project.) will provide the
                            Quality Management Plan, which typically provide the qualities
                            requirements.
2049   2    Development     Make District Directors name autofill
                            change to read - PARTNER(S) – The term that - individually refers to
                            each signatory agency and - collectively references all of the signatory
                            agencies to this agreement. This term only describes the relationship
2049       Language error   between these agencies to work together to achieve a mutually beneficial
                            goal. It is not used in the traditional legal sense in which one partner’s -
                            PARTNER’S - individual actions legally bind the other partners -
                            PARTNERS.-
2050           request      Have ability to move funds from one phase to another without amendment
                        In the old process, the information contained in Exhibit A (financial
                        responsibilities) provided clarity for the reader and the decision makers in
                        the articles/clauses throughout the document. I am referring to Locals'
2050    Comment only
                        responsibilities and accountability. I recognize that the Scope Summary
                        chart clearly states who is responsible for what. However, I would like to
                        be able to read the document without going back and forth to the charts.

2050   Language error   partner should be capitalized
                        Are S.a.47 and S.a 13 the same articles? Please answer and post on
                        website 22. Each partner will ensure that all of their personnel
                        participating in WORK are appropriately qualified to perform the tasks
                        assigned to them. (S.a.47)
2051      comment
                        23. PARTNERS will invite each other to participate in the selection and
                        retention of any consultants who participate in WORK. (S.a.13)


                        Several articles are being used to accommodate Legal and other
                        functional units, such as "all work will be performed in accordance with
                        Federal and California laws, regulations, and standards," then you included
                        the California Labor Code, Government Code section, etc. Please
                        remember that the more information you provide will equate to additional
2051    Comment only
                        time needed to delivery the document. Not knowing all of the important
                        laws, I can only hope that we are legally sufficient to avoid any lawsuits,
                        because of our failure to include relevant regulations and standards.
                        Because of our additions, the Locals may deem it necessary to include
                        their own ordinances, which may prolong/extend the review process.

2051   Language error   partner should be capitalized
                      Caltrans accounting will encumber/pay additional funds for payment after
2052   Language Logic the cooperative agreement is executed/amended, not during the
                      amendment process.

2052      Comment       not all fund types available

                        add this sentence to clarify the Statement. "The scope of services for the WORK
2052     Suggestion     is described in the Scope Summary and the cost commitments are contained in the
                        Funding Summary."
                        Only when there is a mixture of State and Federal dollars. The right to
2053    Language/Log
                        administer funds will show up.
2053     Suggestion     Add Permits to fact sheet
                        Define Work as "the activites needed to complete a PROJECT
                        DEVELPOMENT COMPONENT defined in the WBS. And add a definition
2053   Development      PROJECT DEVELOPMENT COST - The cost to meet all project
                        Commitments including completion of WORK, fulfillent of Permit
                        conditions, and payment of contractors .etc..."
                             Permits are not pulling or refreshing properly. Sometimes show two or
2054                         three of the exact same permits in the article and also in the Interview
                             Window.




                             Article S.a.15 need not show if CT is the IA for that component. It should
2054   2     Development
                             show it CT is not IA for that component
                             Permits may not be designed properly. OCA will discuss with
2055
                             Environmental to double check logic.
2055       Language Error    partner should be capitalized
                             Permits, even when the scope summary has N/A for all permits, there is
                             still a question that requires an answer in the PA&ED and PS&E
2056
                             information interview window. Need to eliminate that question when no
                             permits are necessary.
2056       Language Error    partner should be capitalized
                             Permits, make sure that Brinton clearly understands the need for the
                             permits…make sure that his interpretation is consistent with Alison's
2057
                             directions and make sure that Alison's direction is consistent with what
                             Environmental expects.
2057   1          fix        replace their with its'




                             REFRESH ISSUES - possibly the reason for a lot of problems we are
2058                         currently experiencing. Scope Summary, Spending Summary and Billing
                             Articles do not seem to refresh properly.




2058       Language Error    partner should be capitalized


                             Need to update R/W RONS output is not correct CTC will hear RONS by
2059       language/ logic
                             default or other Name will hear RON's


2059       Language Error    partner should be capitalized
                             Spending Summary does not adjust when a change in the scope was
                             made. Example, at one point, PA&ED, PS&E and Construction was
2060                         selected, and then down graded to just PA&ED, but the Spending
                             Summary showed on the header for PA&ED, PS&E and Construction,
                             when it should have just been PA&ED.
2060       Language Error    partner should be capitalized


2061         mal function    Billing/Payment not saving during the interview.


           Language
2061                         add all in front of third instance of PARTNERS
           suggestion
               logic/ mal
2062                         CEQA/NEPA responsibilities not showing up in Responsibilities any more.
                function
2062       Language Error    partner should be capitalized


2063        Language logic Article is not needed for non non construction component agreements


2063                         R/W Support update (new design)
           Language          "pursuant to article 92" added to the agreement after dispute resolution.
2064
           modification      92 is L.l.12
2064                         Construction source inspection (new design)
                             Unknown variables being shown in Definitions, Billing Articles, etc. (even
2065          code error
                             with pre-approved agreements).
                             show if non Caltrans is an IA on a component, need not show if CT is lone
2065   2     Development
                             IA.
                             Federal Information window did not show up on the interview window when
                             Federal funds was used in the agreement. Therefore was not able to input
               logic/ mal
2066                         the Federal Number and the program would not pre-approve the
                function
                             agreement due to an unanswered question, but the question was not
                             available to be answered on the interview.
2066   2     Development     Is this article needed for pre construction ?

2067       Language Error    partner should be capitalized


2068         mal function    Not saving in several interview screens.


2068       Language Error    partner should be capitalized
                             CITY will provide CALTRANS "as-built" plans within 30 day of completion of
2069        Added articles   PROJECT. As-built plans will be prepared per CALTRANS Bridge Construction
                             Manual.(This should be covered by S.a.17)
2069   2     Development     Is this article necessary for pre construction agreements
                             If CITY desires to have CALTRANS perform any work necessary to actually
                             develop or deliver WORK, this agreement will be amended to cover the
2070        Added articles
                             responsibilities, costs, reimbursement, and funding for the activities not included
                             in Article 13 of this agreement.
2070       Language Error    Replace WORK with PROJECT DEVELOPMENT COST
                           CT shows that it will bill City when CT is not to bill City for example in a
2071   1          Fix
                           IQA only agreement
                           replace "identified on the scope of work" with "PROJECT
2071   2     Development
                           DEVELOPMENT COST".


                           IF Non CT is CEQA lead for PROJECT There should no longer trigger non
2072   2     Development   approvable agreement if LA designates permission has been granted ie
                           HQ no longer needs to verify



2072   1          fix      replace their with its'


                           replace the words "after the" with the phrase "from the date of" Edit made,
2073          Language     the article was in scope general not general conditions and the article was
                           already modified in the Training server.


                           This needs to show up only for PA&ED.

                           We would like to remove the tab from the Scope Summary and add a
                           question to the Project Developement Agreement dialog to follow question
                           about "This agreement will include work in the following project
                           development phases" when the user selects PA&ED or All of the above.
           Logic/ language - The new question is "Who is CEQA lead?"
2073
             suggestion    - The possible answers are the names of each of the parties to the
                           agreement with Caltrans selected by default.
                           - Only one party can be CEQA lead.

                           ***We may need to have an "Environmental" dialog. Andy is gathering the
                           raw language, which will need to be reworked and submitted for approval.
                           Once we have the language we can start working on the dialog questions.



                           do not show C.x.2, C.x.20, C.x.7 and C.x.22 when no funds are to be
2074       Logic error
                           exchanged. These are being triggered by the Scope summary.


                           add the phase "for a period of four (4) years from the date of CLOSURE
2074   2          Fix
                           STATEMENT, or"



2075       Language Error insert "a" before WORK on C.b. 37


                           remove the word "documents" with the word "records" on the last sentence
2075   1          Fix
                           only.
2076   2     Development   replace "are" with "as" before PARTNERS on C.b.38
                             Use the following only when Caltrans is IA for Construction: remove the
                             phrase "…who are independent of the design engineering company and
2076   1          Fix
                             construction contractor." and replace with the phrase "…for PROJECT
                             Constuction Administration."
                             do not show C.x.2, C.x.20, and C.x.21 when no funds are to be
2077       Logic error
                             exchanged. These are being triggered by the Scope summary.
                             When locals are IA, but want Caltrans to take on a specific reimbursable
                             activity that may or may not be necessary…i.e. RONs, etc. The article will
                             read: "PARTNERS will exchange funds for actual costs. CALTRANS will
                             invoice [local partner ] for an initial deposit of $__ only after
2077   2     Development     IMPLEMENTING AGENCY has determined that the duties listed on the
                             SCOPE SUMMARY are necessary and require action. This deposit
                             represents two (2) months' estaimated support costs. Thereafter,
                             CALTRANS will submit to [local partner ] monthly invoices for estimated
                             monthly costs based on teh prior months's actual expenditures."
                            do not show C.x.2, C.x.20, C.x.7 and C.x.21 when no funds are to be
2078       Logic error
                            exchanged. These are being triggered by the Scope summary.
                            In many cases the Federal ID number is not available when the agreement
                            is to be executed…however sometimes it is. Policy owner is allowing us
           Change in policy
2078                        abolish the need/use of the Federal ID number, but is asking that we place
           or procedure
                            an indicator in the header when Federal funds are part of the Coop
                            Agreement.


                             add "a" before WORK on article C.i.12 - PACT training and Production
2079       Language Error
                             RTF modified 100808



2079       development       Review source inspection issue to in place




                             Need to review PARTNERS DEFINITION it should be PARTNER(S) or a
2080       Language Error
                             separate PARTNER definition should be added.
                              Current the language reads that "[party ] will provide a Right of Way
                              Certification to CALTRANS prior to PROJECT advertisement." This is
2080   1             fix      incorrect. A PS&E project can not advertise until it hits RTL (Ready to
                              List), and R/W Certification is necessary to hit RTL. The language should
                              read "[party ] will provide a Right of Way Certification.


2081       logic              Delete references to spending summary


                              In previous language library's the word "including" was part of the phrase
           Language -
2081                          "including but not limited to, tortious, contractual…". In the latest version
           Indemnification
                              (6/26/08) it has been removed. Please replace the word.



2082         Format Error
                              The local Agency should be Capitalized on the header on Federal fund
                              type
                              In previous language library's the word "including" was part of the phrase
           Language -
2082                          "including but not limited to, tortious, contractual…". In the latest version
           Indemnification
                              (6/26/08) it has been removed. Please replace the word.

2083   3           Support    Need a way to output a approvable document after resolution of Issues


                              Work Product (Project development deliverables) shall be submitted to
2084          Add articles    Caltrans for review and/or approval at appropriate stages of development
                              as defined in the Project Communication Plan.


2085        Language Error delete floating 's' after agreement


                           1.            Change article to read - "Any PARTNER who performs IQA does so
                           for it's own benefit, further, that PARTNER cannot be assigned liability due to it's
2086        Language error
                           IQA activities. (L.l.26) Currently the language reads: "Any partner who performs
                           IQA does so for their own benefit. Other partners or parties not signatory to this
                           agreement cannot assign liability to that partner by reason of their IQA activities."
                           Article (L.1.4a) deals with liability in the General Conditions section. The
2087   1         Fix       last location in the second paragraph where CALTRANS should be
                           inserted...is not populating with the word CALTRANS.
2088       language error     Should be consistant with non approvable vs HQ approved
                              Article (S.f.30) should read: "PARTNERS will comply with all of the
2089                 fix      applicable commitments and conditions set forth in the environmental
                              documentation, permits, approvals, and/or agreements..."
                              C.b.21 should be added to the agreement only when something is keyed in
                              an Order of Expenditure field.
2090          Suggestion
                              We'll need to revise the article and questions based on the revised billing
                              and payment information.
2091       Language update need new articles and logic for depending on Ron context
                             The warning should be modified since we are not going to make the
2092               fix       agreement non approvable if other party is ED. They just need to state
                             they have granted the LA permission to prep the ED if necessary.

                             Only show the following articles if CT is not IA for Construction or possibly do
                             not show them at all [Partner that selected 3.265 (AA) / 5.270.25 (A)] will
                             submit a written request for any STATE-FURNISHED MATERIAL identified in
2093       Fix               the PROJECT plans, specifications, and estimates a minimum of 45 calendar days
                             in advance of the need for such materials. (S.i.16 ) and 93.94. Upon receipt of
                             payment, CALTRANS will make STATE-FURNISHED MATERIAL available at
                             a CALTRANS-designated location. (S.i.18 )
2094       Format Error
                             The local Agency should Capitalized on the header

2095         Mal function    When AAA box is checked (last item on PS&E) it does not stay selected


                             When Non CT is selected for 270.35.10 on Scope summary show the
2096   2     Development     following warning "If PROJECT involves office of structures construction.
                             Caltrans must give approval for Non Caltrans source inspection."

                             Do not show RW Support nor R/W Capital Header when no articles
2097       Logic error
                             populate




                             CITY will provide a structure representative for the bridge work licensed in the
2098        Added Articles   State of California. The structure representative shall have experience in the
                             construction of bridges and is independent of the design engineering company
                             and construction contractor.                                              This
                             should be considered for addition to a PACT agreement where structures are
                             being constructed.



2099       logic             Add authoizing document question
2100       function         Use legal size paper for Scope summary




2101            function    Auto send e-mail when a new agreement is started

                            No choice for Effort?If Effort is not selected during the interview in the
                            Project Development dialog, the Scope Summary dialog is automatically
                            removed from the interview. This is problematic for when it comes time to
                            deal with the permit issues as they are tied to how one answers questions
2102       logic error
                            in the Scope Summary dialog. Suggest that because this is NOT a
                            contribution agreement, the "Effort" box should be automatically selected
                            (pre-populated) for every agreement, thereby guaranteeing that the Scope
                            Summary dialog will always remain in the interview

2103   2     Development    Provide Drop downs for CT info

                            Question: We don't think we need this question. Can we hide it for now?

                            Team: If we keep this, we need to accommodate situations where the time
2104       Logic suggestion frame is an event or milestone rather than a date. Any ideas?

                            We need to keep the question, but don't know what to do with it yet. Mark
                            checking on what to do with this.
                            Does this mean "time of day", or is this a way for the user to enter a
                            milestone instead of a date?
2105           language
                            Mark: Consult with Right of Way.


2106         mal function   The number of installments variable is not showing properly


2107   2     Development    vet Change on Capitalization of Partners
2108       language         vet Change on Capitalization of Partners
2109       language         vet Change on Capitalization of Partners
2110       language         vet Change on Capitalization of Partners
2111       language         vet Change on Capitalization of Partners
2113       language         vet Change on Capitalization of Partners
2114       language           vet Change on Capitalization of Partners




2115       language           vet Change on Capitalization of Partners

2116     language             vet Change on Capitalization of Partners
2117     language             vet Change on Capitalization of Partners
2118     language             vet Change on Capitalization of Partners
2119     language             vet Change on Capitalization of Partners
2120     language             vet Change on Capitalization of Partners
2121     language             vet Change on Capitalization of Partners
2122     language             vet Change on Capitalization of Partners
2123     language             vet Change on Capitalization of Partners
2124     language             vet Change on Capitalization of Partners
2125   1       Fix            Appropriate level of details for website references

                              What if the property will be supplied or exchanged after a specific
                              milestone (text explanation) instead of a specific date? For example: After
                              event Y, or Before event X.
2126             language
                              What if the date of the exchange is unknown?

                              Mark: Consult with Right of Way.




2127   1            Fix       Status code 500 error occurred from scope summary




                              Please check out With three (3) Party agreements, billing articles are not
2128             code error
                              pulling properly in the test trials I have run.
                              When the Answer File button is selected (top right of page), the entire
                              screen freezes up and the only way to solve the problem is by hitting
2129       fix
                              Ctrl+Alt+Del and then "End Task". This has occurred to me every time I
                              tried it.
2129             language     replace within wit to and take out R/W - Revert to old language
                              Change this definition to read PROJECT MANAGEMENT PLAN – The
                              written plan, developed by the PROJECT DEVELOPMENT TEAM, that is to be
2130             language
                              used to guide the PROJECT’s execution and control through PROJECT's
                              completion. (D.15)
                         Change definition of Implementing Agency to : IMPLEMENTING AGENCY
                         - The PARTNER responsible for the managing a PROJECT component such
2131        language
                         that it is completed within cost and schedule without reducing the scope of
                         PROJECT.
                         Suggest changing the definition to the following to be more accurate and
                         complete :PS&E (Plans, Specifications, and Estimates) – The set of Project
                         Plans, Special Provisions, and Cost Estimate that are developed as a result of the
2132   2   Development
                         activities performed during the Project PS&E component. In addition, PS&E
                         is also the milestone label given to signify the completion the PS&E Project
                         Development. (D.32)
                         R/W (Right of Way) – The project component that includes the activities
                         required to deliver the right of way for PROJECT. (D.33) What does deliver the
                         right of way for the project mean? Suggest changing the definition to read R/W
2133   2   Development
                         (RIGHT OF WAY) - The project component that includes the performance of all
                         necessary WBS activities and other requirements needed to obtain Right of Way
                         Certification for Project.
                         SCOPE SUMMARY – The table which indicates PARTNERS commitment
                         to the performance of specific WBS activities within each project component
2133       Development
                         as outlined by the Guide to Project Delivery Workplan Standards (previously
                         known as WBS Guide).
                         Change to read PA&ED (Project Approval and Environmental Document) –
2135   2   Development   The project component that includes the activities defined by WBS that are
                         required to reach the PA&ED delivery milestone for PROJECT.

                         Change to read SPONSOR(S) - The PARTNER(S) that accepts the obligation to
2136   2   Development   secure financial resources to fully fund PROJECT. This includes any additional
                         funds beyond those committed in this agreement necessary to complete the full
                         scope of PROJECT defined in this agreement or settle claims.
                         WORK – Any activity defined in WBS that is required to complete any portion of
2137   2   Development
                         any PROJECT development component. (D.16)
                         Add the following definition PROJECT DEVELOPMENT COST – The cost
                         associated with any project development component including but not limited to
2138   2   Development   WORK COSTS, R/W CAPITAL COSTS, CONSTRUCTION CAPITAL COSTS,
                         ENVIRONMENTAL MITIGATION COSTS, or CLAIMS COSTS or other
                         miscellaneous project development costs.
                         Add definition WORK COST – The cost to have the project development WORK
2139   2   Development
                         performed.
                         add definition - R/W CAPITAL COSTS – Any non work related Project
2140   2   Development
                         Development Cost associated with R/W acquisition for Project.
                         Add the following defintion CONSTRUCTION CAPITAL COSTS - Any non
2141   2   Development
                         WORK related Construction Component Costs.
                         Ad the following article at the beginning of Scope This agreement covers
2142        language
                         PA&ED, PS& and R/W CERTIFICATION.
                         All WORK will be performed in accordance with federal and California laws,
2143        language
                         regulations, as well as, FHWA and CALTRANS STANDARDS.
                         change to read - IMPLEMENTING AGENCY for a project component will
                         develop a PROJECT MANAGEMENT PLAN for that component that will
2144   2   Development
                         include a Quality Management Plan. (S.a.28) - Who is the IA to deliver it to? And
                         they need to make the PMP first.
                          Change to read - CALTRANS will provide IQA for the portions of PROJECT
                          within existing and proposed SHS right of way. CALTRANS retains the right to
2145          language    reject noncompliant WORK PRODUCT, protect public safety, preserve property
                          rights, and ensure that all PROJECT DEVLOPMENTS are in the best interest of
                          the SHS. (S.a.15)
2146          language    This article should not show when LA is IA for all work.
                          Change to read - PARTNERS may, at their own expense, have a representative
2147   2    Development   observe any WORK performed by another PARTNER. Observation does not
                          constitute authority over that WORK. (S.a.14)
                          Change to read - Each PARTNER will ensure that all personnel who perform
                          WORK that they are responsible for are appropriately qualified to perform that
2148          language
                          WORK. (S.a.47) these changes are needed to fix Capitalization error on
                          PARTNER and to make other minor corrections
                          PARTNERS will invite each other to participate in the selection and retention of
2149   2    Development   any personnel who participate in WORK. (S.a.13) make this change to not limit to
                          consultants
2150   2    Development   not needed when Ct is the IA

                          CALTRANS will issue, upon proper application, at no cost, the encroachment
                          permits required for WORK within SHS right of way. Contractors and/or agents,
2151          language
                          and utility owners will not perform WORK within SHS right of way without an
                          encroachment permit issued in their name. (S.a.10) Change needed to clarify when
                          an encroachment permit is needed
                          If unanticipated cultural, archaeological, paleontological, or other protected
                          resources are discovered during WORK, the IMPLEMENTING AGENCY for
2152   1      language    that component will stop WORK until a qualified professional can evaluate the
                          nature and significance of the discovery and a plan is approved for its removal or
                          protection. (S.a.26)
                          All administrative draft and administrative final reports, studies, materials, and
                          documentation relied upon, produced, created, or utilized for PROJECT will be
                          held in confidence pursuant to Government Code section 6254.5(e). PARTNERS
                          will not distribute, release, or share said documents with anyone other than
2153   1      language    employees, agents, and consultants who require access to complete WORK
                          without the written consent of the PARTNER authorized to release them, unless
                          required or authorized to do so by law. (S.f.12)Change needed to correct CAp on
                          PARTNER
2154       language
                          CAPS on PARTNERS correctted
2155       language
                          PARTNER(S). Use the brackets
                          COMMENT: What is minimum impact to PROJECT schedule? If impacted, does
                          this mean local agency or PARTNERS to sue Caltrans, as stated in this
2156          language    agreement? Policy dictates that we will look for money to fund this activity and if
                          not, local agency can either choose to stop WORK or continue WORK by funding
                          this activity without reimbursement from Caltrans.
2157          language
                          (S.a.19)COMMENT: delete for non construction agreements Construction clause
2158       language       Correct CAP on PARTNER
                     PARTNERS will maintain and make available to each other all PROJECT-related
                     documents, including financial data, during the term of this agreement and retain
2159      language   those records for four (4) years from the date of termination or TERMINATION
                     OF AGREEMENT, or three (3) years after the final federal voucher, whichever is
                     later. (S.a.16) term change
2160   language      Corrected terms WORK to PROJECT and partner to PARTNER
                     PARTNERS will not incur costs beyond the funding commitments in this
                     agreement. If IMPLEMENTING AGENCY anticipates that funding for a
                     PROJECT component will be insufficient to complete their PROJECT
2161      language   Component or to fulfill PROJECT commitments, SPONSOR(S) will seek out
                     additional funds and PARTNERS will amend this agreement. (S.a.1) Term
                     changes needed and Who is responsible for insuring that there will be enought
                     money to fulfill environmental mitigation commitments
                     If PROJECT DEVELOPMENT stops for any reason, IMPLEMENTING
                     AGENCY will place all facilities impacted by PROJECT DEVELOPMENT in a
2162      language
                     safe and operable condition acceptable to CALTRANS. (S.a.56 needed for
                     clarification of terms

                     If PROJECT DEVELOPMENT stops for any reason, PARTNERS are still
                     obligated to implement all applicable commitments and conditions included in the
2163      language   PROJECT environmental documentation, permits, agreements, or approvals that
                     are in effect at the time that WORK stops, as they apply to each partner’s
                     responsibilities in this agreement, in order to keep PROJECT in environmental
                     compliance until WORK resumes. (S.a.57) what if PROJECT never resumes?
2164   language      CAPS on PARTNERS correctted

                     All PARTNERS involved in the preparation of CEQA environmental
                     documentation will follow the CALTRANS STANDARDS that apply to the
2165      language
                     CEQA process including, but not limited to, the guidance provided in the Standard
                     Environmental Reference. (S.f.67) PARTNER needs to be capitalized and the
                     website should not be referenced because it is to transient.
                     All PARTNERS involved in the preparation of NEPA environmental
                     documentation will follow FHWA STANDARDS that apply to the NEPA process
2166      language   including, but not limited to, the guidance provided in the FHWA Environmental
                     Guidebook. (S.f.34)PARTNER needs to be capitalized and the website should not
                     be referenced because it is to transient.
                     Use the Agency name instead of the title CEQA LEAD on articles
2167      language   pertaining to the CEQA lead or Say for example Caltrans as CEQA Lead
                     or CT as NEPA lead
                     However, CITY may retain the engineering firm who prepared the PA&ED and
                     the PS&E during CONSTRUCTION to check shop drawings, do soil foundation
2168      language
                     tests, test construction materials, and perform construction surveys. (S.g.1)
                     consider the following change for clarity
                     All right of way conveyances must be completed prior to COMPLETION OF
                     WORK. CALTRANS’ acceptance of right of way title is subject to review of an
                     Updated Preliminary Title Report provided by CITYverifying that the title is free
2169      language
                     of all encumbrances and liens. Upon acceptance, CITYwill provide CALTRANS
                     with a Policy of Title Insurance in CALTRANS’ name. (S.h.1) name of local
                     agency is not populating
                  CALTRANS, independent of PROJECT, will pay all costs for HM
                  MANAGEMENT ACTIVITIES related to HM-1 found within existing SHS right
                  of way. (C.b.27) COMMENT: Policy states that Caltrans will look for funds to
2170   language
                  pay for this activity, but if unsuccessful, local agency can choose to stop project or
                  continue at their cost without reimbursement from State to avoid any impact on
                  project.
                  CITY, independent of PROJECT, will pay or secure funding for all costs for HM
                  MANAGEMENT ACTIVITIES related to any HM-1 found outside of existing
2171   language
                  SHS right of way. (C.b.28) consider to clarify if project is also off PARTNER
                  PROPERTY
                  74.66. The cost of coordinating, obtaining, complying with, implementing,
                  and if necessary renewing and amending resource agency permits,
2172   language
                  agreements, and/or approvals is a PROJECT DEVELOPMENT COST.
                  Needed for consistency
                  The cost to comply with and implement the commitments set forth in the
2173   language   environmental documentation is a PROJECT DEVELOPMENT COST cost.
                  (C.b.37)
                  The cost to ensure that PROJECT remains in environmental compliance is a
2174   language   PROJECT DEVELOPMENT cost. (C.f.3) needed to cover all possible costs for
                  compliance
                  The cost of any legal challenges to the CEQA or NEPA environmental process or
2175   language
                  documentation is a PROJECT DEVELOPMENT COST. (C.b.33
                  Independent of PROJECT DEVELOPMENT COSTS, CALTRANS will fund the
2176   language   cost of its own IQA for facilities improvements or modification made to existing
                  or proposed future SHS right of way. (C.b.4)

                  Independent of PROJECT DEVELOPMENT COST , CITY may perform its own
2177   language
                  IQA for WORK done outside existing or proposed future SHS right of way.
                  (C.b.23) used may to soften , also is this article needed when CITY is the IA?
                  Fines, interest, or penalties levied against any partner will be paid, independent of
                  PROJECT DEVELOPMENT COSTS, by the PARTNER whose actions or lack of
2178   language
                  action caused the levy. That PARTNER will indemnify and defend all other
                  PARTNERS. (C.b.26)
                  CALTRANS will administer all federal subvention funds identified on the
2179   language   FUNDING SUMMARY and all payments will be processed in accordance with
                  Local Assistance Procedures Manual. (C.x.13)
                  The cost to place any SHS right of way effected by the PROJECT in a safe and
2180   language   operable condition and meet all environmental commitments is a PROJECT
                  DEVELOPMENT COST. (C.b.24)
                         83.74. Because IMPLEMENTING AGENCY for a PROJECT
                         DEVELOPMENT COMPONENT is responsible for managing their
                         PROJECT DEVELOPMENT COMPONENT such that scope, cost, and
                         schedule are met while not reducing the Scope of the Project or the scope
                         of the PROJECT DEVELOPMENT COMPONENTof a project component,
                         if there are insufficient funds available in this agreement to complete the
                         PROJECT DEVELOPMENT COMPONENET the IMPLEMENTING
                         AGENCY for the PROJECT DEVELOPMENT COMPONENT accepts the
                         responsibility to place thethe SHS right of way effected by the PROJECT in
                         a safe and operable condition at their cost and has the right to request
2181        language
                         reimbursement for the cost to place the SHS effected by the project in a
                         safe and operable condition from the PROJECT SPONSOR.

                         The PROJECT SPONSOR is obligated to secure by amendment to this
                         agreement and provide the funds requested by the IMPLEMENTING
                         AGENCY for placing the effected SHS right of way if necessary., the
                         appropriate IMPLEMENTING AGENCY accepts responsibility to fund
                         these activities until such time as PARTNERS amend this agreement.
                         Since the project has committed to these, we cannot just stop doing them
                         because we reccognize that there is insuffcient funds and button up the
                         If there are insufficient funds in this agreement to implement applicable
                         commitments and conditions included in the PROJECT environmental
                         documentation, permits, agreements, and/or approvals that are in effect at a time
                         that PROJECT DEVELOPMENT is stopped, the partner implementing the
                         commitments or conditions accepts responsibility to fund these activities until
                         such time are PARTNERS amend this agreement.
2182        language
                         WHO IS THE PARTNER IMPLEMENTING THE COMMITMENTS? It sounds
                         like we have another project component called ENVIRONMENTAL
                         COMMITMENTS or a bunch of little components called permit commitments. I
                         think these could be a significant "responsibility" that should be mentioned in
                         responsibilities section of the document

2183        language     The cost to prepare, publicize, and circulate all CEQA and NEPA-related public
                         notices is a PROJECT DEVELOPMENT COST. (C.f.4) replaced work with PDC
                         FUNDING PARTNERS will share the cost of PA&ED as shown on the
                         FUNDING SUMMARY.(C.x.1)COMMENT: This is 100% locally-funded
2184   2   Development   project, therefore, there’s no sharing of funds. Suggest "The PA&ED
                         component costs for PROJECT will be funded in accordance with the
                         attached FUNDING SUMMARY.
                         The PS&E component costs for PROJECT will be funded in accordance with the
2185   2   Development   attached FUNDING SUMMARY.(C.x.1)COMMENT: Please refer to C.x.1
                         comment.
                         Section headers should not show if no articles are shown or some article
                         should always be shown for example on an agreement where the local
                         agency is the IA for PS&E and R/W and they are also 100 FP then no
2186        language
                         billing articles are needed, however an article explaining that the all the
                         work and the cost thereof of all R/W Support is being supplied by the CITY
                         etc... or else break it out and show it on the funding summary.
                         PARTNERS will manage the schedule for WORK through the work plan included
                         in the PROJECT MANAGEMENT PLAN. (S.a.30) (S.a.58) what does this article
                         mean? IT should talk about who will create it, who will agree on it, and who will
2187   2   Development   be responsible for sticking to it I suggest something like "A schedule that covers
                         all components covered by this agreement will be established as part of the and
                         agreed to by all PARTNERS to this agreement as part of the PROJECT
                         MANAGEMENT PLAN. Adherence to this schedule will be the responsibility of
                         the individual Implementing Agencies for each component.
                         Any partner who performs IQA does so for their own benefit. Other PARTNERS
2188        language     cannot assign liability to that PARTNER by reason of their IQA activities.
                         (L.l.26). Why talk about parties not party to this agreement?

                         PARTNERS will not assign or attempt to assign agreement obligations to parties
2189        language     not signatory to this agreement. (L.l.14) Shouldn't this say assignment of tasks
                         does not relieve the PARTNER of its responsibility rather that saying shall not
                         assign. They should be able to get who ever they can get to get it done .
                         replace WORK with fulfillment of commitments see draft agree emtn 7-
2190
                         4811
                         The PARTNER who chooses to be IA for Construction should
2191   2   Development   automatically be chosen to perform project development activities defined
                         by select wbs codes 5-270, 285, 290, 295
                         Change (S.a.16) FROM: PARTNERS will maintain and make available to
                         each other all WORK-related documents, including financial date, during
                         the term of this agreement and retain those records for four (4) years from
                         the date of termination or COMPLETION OF WORK, or three (3) years
                         after the final voucher, whichever is later. TO: "PARTNERS will make
                         available to each other all WORK-related documents, including financial
2192   1       fix       data created during the term of this agreement. PARTNERS will retain
                         those records (with the exception of source documentation), for a period of
                         four (4) years from the date of termination or COMPLETION OF WORK,
                         or three (3) years from the date of the final federal voucher, whichever is
                         later. Source documentation, including invoices and time-sheets will be
                         maintained for a period no longer than five (5) years from the date of the
                         original expenditure. "

                         This concept was advanced during our June 25th VTC by D-5, D-3, D-8
                         and D-10 to remove the funding source information and provide a lump
                         sum amount in the category. The reasoning was that the funding source
                         information is found in TRAMS or CTIPs and historically has been checked
                         there and not in the coops. Bill Lewis concurred that funding source
                         changes should not trigger an amendment as long as the total dollar
2193   3   Development
                         amount does not change. Suggest amending Funding Summary to
                         accommodate this request quickly to help avoid future amendments that
                         would otherwise not be necessary...or provide a note in the Funding
                         Summary indicating that any change to the Funding sources will not trigger
                         an amendment, we will also need to modify article (L.l.8) which needs to
                         excluded Funding source changes.
                         We need to include language consistent with the attached June 2008 CTC
                         resolution, please review under "Project Cost Savings". Our PACT article
                         states that "Changes to PROJECT funding commitments will require an
                         amendment to BASELINE AGREEMENT and this cooperative
                         agreement.": however, if there are savings could be applied to other
                         phases (PA&ED, PS&E, R/W, and Construction) with an agreement
                         among funding partners and approval from CTC or savings could go back
                         to funding partners based on the proportionate contributions. If funding is
2194                     added to any phase subsequent to the baseline agreement funding, any
                         savings resulting from that phase can first be credited to the contributor
                         who provided funding to either complete the phase or award the contract.
                         So, most of the partners, if contributing additional funds subsequent to
                         baseline agreement, will be asking for savings to be credited to them first
                         before applying proportionate savings based on the baseline agreement
                         funding contributions. We must include this language in the coop
                         agreements. In other words, whoever adds funding last, can take the credit
                         first from savings.
                         There are Constructions articles that don't apply when the State is doing
                         the work. S.g.2; S.i.13;S.i.15;S.i.16;S.i.17 and S.I.18 should be deleted
                         from the LL. All these articles should be replaced with: "CALTRANS will
                         construct PROJECT according with CALTRANS accepted PS&E and
                         CALTRANS Construction Manual at [Party A] expense". When [Party A] is
                         selected, we should insert under "Construction Scope": "CALTRANS to
2195
                         perform source inspection and any other services requested for PROJECT
                         completion, as outlined in the Construction Manual Supplement for Local
                         Agency Resident Engineer, and Local Agency Structure Representative
                         Guidelines." Also, we should ask questions regarding to Construction
                         Support cost for State-furnished Materials and Source Inspection and
                         other services provided..
                         When an agreement is made involving PS&E but does not involve
                         Construction, the following article is presented: "The responsibility to
                         advertise, open bids…will be handled outside the commitments of this
                         agreement." This is completely appropriate UNLESS, the local agency is
                         the IA for PS&E and it is intended that CALTRANS will be IA for
                         Construction...In that specific situation, by confirmation from John
                         McMillan, Brian Lee and Rebecca Harnagle, CALTRANS must perform the
                         OE review (which is activity 3.260 in PS&E). Therefore it is important to
2196   2   Development   know who will is being selected for Construction even when we are
                         entering a contract for PS&E. It does not matter for PA&ED only or for
                         R/W Capital. Furthermore we will need to add the following language for
                         this condition (which has been vetted through Meera Danday and Rick
                         Gifford: (S.g.4a) "The responsibility to advertise, open bids, award,and
                         approve the construction contract (AAA) will be handled outside the
                         commitments of this agreement. However, [local agency] and CALTRANS
                         agree that CALTRANS has been selected to be the Implementing Agency
                         during Construction. Therefore, it is necessary for CALTRANS to perform
                         The construciton activity 275 needs to be added in the Scope Summary
2197   2   Development   needs. Also, we might need to revise the CONSTRUCTION dialog, by
                         asking if there is structure work (Yes/No).
2198        Language     Suggest changing the article to read "Staff that are from "Staff who are"
2199        Language     LL article does not match RTF. Which one is right?

2200          Logic      should this article show in Cost PS&E if CT is IA for R/W
2201                     Not showin in Language library but shows up in the agreement
                         show on language library that the definition of Spending summary should
2202        language
                         not show
                         replace Project Management Plan definition with - The written plan,
                         developed by the PDT in accordance with accepted Project Management
2203        language
                         Guidance that details how the Project will be completed within cost and
                         schedule while not reducing the original scope or quality.
                         Please modify to read The IMPLEMENTING AGENCY for a project
                         development component shall prepare and provide a PROJECT
2204   2   Development
                         MANAGEMENT PLAN for that component to each PARTNER that
                         includes a Quality Management Plan.
                         modify as follows - CALTRANS will provide IQA for the portions of PROJECT
                         that effect existing and proposed SHS right of way. CALTRANS retains the right
                         to reject any work products that were produced by noncompliant practices.
2205        language
                         Caltrans also retains the right to protect public safety, preserve property rights,
                         and ensure that all project improvements are in the best interest of the SHS.
                         (S.a.15)
                         Modify to read - "Local agency" may perform its own IQA for Project
2206        language     Improvement developments that are outside existing and proposed SHS right of
                         way. (S.a.40)
                         PARTNERS may, at their own expense, have a representative observe any project
2207        language     development activity that may be performed. Observation of the activity does not
                         constitute authority over the activity. (S.a.14)
                         modify to read "Each PARTNER will ensure that all personnel assigned to
2208        language     perform any project development activities on their behalf are appropriately
                         qualified to perform the tasks assigned to them. (S.a.47)
                         Change to read - The selection and retention of any personel who perform project
                         development activities that may effect the existing or future SHS shall be done
2209        language
                         with the concurance or approval of CALTRANS and with the participation of all
                         other PARTNERS.(S.a.13)
                         Change to read - The IMPLEMENTING AGENCY for each project component
                         included in this agreement will be available until completion of project to
2210        language
                         participate in the resolution of project development problems that may arise
                         during subsequent project development components. (S.a.2)
                         Change to read - CALTRANS will issue, upon proper application, at no cost,
                         encroachment permits required for project development activities within SHS
2211        language     right of way. Contractors and/or agents, and utility owners will not perform
                         project development activities within SHS right of way without a CALTRANS
                         issued encroachment permit issued in their name. (S.a.10)
                         Change the second sentence to read "Any change to the existing Funding
2212        language     commitments defined in this agreement or the additional of any funding
                         commitments shall be made by amendment to this agreement."
                         Change to read - The cost of any awards, judgments, or settlements that are
2213        language     generated as a result of any project development is a project development cost.
                         (C.b.19)
                         Change to read - HM MANAGEMENT ACTIVITIES costs related to HM-2 are a
2214        language
                         CONSTRUCTION Component Project development cost. (C.b.29)
2215   2     Development   Revise definition and use of the term "WORK"
2216       language        Replace WORK with "project development"
2217       language        Replace WORK with "project development"
2218       language        Replace WORK with "project development"

2219           language    Change to read - CALTRANS may perform IQA for Improvemnts made within
                           existing or proposed future SHS right of way at no cost to the Project. (C.b.4)
2220       language        Replace WORK with "project development"
2221       language        Replace WORK with "project development"

                           Change to read - The IMPLEMENTING AGNECY for any project development
                           component accepts the responsibility to and shall make the SHS right of way in a
                           CALTRANS approved safe and operable condition at its cost if there are
2222           language    insufficient funds committed and available to continue project development until
                           such time as the SPONSOR has secured the additional funds to proceed with the
                           project development at which time the IMPLEMENTING AGENCY will be
                           entitled to reimbursement for those said costs.
                           Change to read - The IMPLEMENTING AGNECY responsible for meeting and
                           adhearing to the commitments or conditions set forth in the PROJECT
                           environmental documentation, permits, agreements, and or approvals shall
                           continue to meet and adhear to the commitments and conditions at its cost if
2223           language    project development stops for any reason. The IMPLEMENTING AGENCY is
                           entitled to reimbursement of and the Sponsor is obligated to secure any necessary
                           additional funds required to meet and adhear to the commitments and or
                           conditions that are in effect in such cases.
2225   1          Fix      Code outputs where FTA def goes when FTA condition not met

                           The following language was proposed Replace S.a.52 - "1. If HM-1 is found
                           outside existing SHS right of way, responsibility for such HM-1 rests with the
                           owner(s) of the parcel(s) on which the HM-1 is found. SCCRTC, in concert with
           Language        the local agency having land use jurisdiction over the parcel(s), will ensure that
2226
           Modification    HM-1 MANAGEMENT ACTIVITIES are undertaken with minimum impact to
                           PROJECT schedule"District said that this article was adopted from an approved
                           PACT agreement. HQ Envr HAZ Mat Was contacted and reviewed and approved
                           the language for inclusion in at lesat two agreements.
2227       language        vet Change on Capitalization of Partners
                           Replace SCCRTC, independent of PROJECT, will pay all costs for HM
                           MANAGEMENT ACTIVITIES related to any HM-1 found outside of existing
                           SHS right of way. (C.b.28) with "Independent of Project, all costs for
2228
                           management activities related to HM-1 found outside the existing SHS right of
                           way will be the responsibility of the owner(s) of the parcel(s) where the HM-1 is
                           located."
2229             logic
                           C.x.1 did not show
                             It is not clear from C.b.27 and C.b.28 articles that HM-1 management is not part
                             of the project scope or of the agreement scope and that the Scope summary does
                             not pertain to HM-1 work. I suggest we add an article that clearly state that HM-1
                             management in not part of the project scope and that the scope summary does not
                             pertain to HM-1 activities. The bigger issue is that the current language obligates
2230       logic             CALTRANS to undertake HM-1 activites with minimum impact to project
                             schedule. How can we make this general promise without first knowing the facts. I
                             think a reflection of Bill Bassetts old language is appropriate . That language
                             basically said we will do our best not to hold up the project but is we don't have
                             the funds the LA may provide the funds to expidite the HM-1 clean up so that the
                             project can move forward.
                             Modify the Article to read "11. All WORK will be performed in accordance with
                             federal and California laws, regulations, and standards as well as, FHWA
2231           Language
                             STANDARDS and CALTRANS STANDARDS." - This simplifies and improves
                             the language.
                             HQ IT has the CutePDF software. This software has capability to convert
                             word documents to PDF, please see the latest PACT language library. It is
                             my understanding that PACT users will not need any special licenses for
                             this CutePDF software. I propose that we change the format from word to
                             PDF on the PACT downloaded cooperative agreements. HQ OCA
2233         Management
                             coordinators will be able to review the cooperative agreement in both
                             formats (PDF and word) . Please note that if any Districts has the full
                             "Adobe Acrobat Pro", they will be able to convert the PDF document into a
                             word document, but we will notice their changes. By doing this effort, the
                             OCA will provide a quality control on the final language.

                             Article should be revised to read " If unanticipated cultural, archaeological,
                             paleontological, or other protected resources are discovered during
                             WORK, IMPLEMENTING AGENCY will stop WORK until a qualified
2234   2     Development
                             professional can evaluate the nature and significance of the discovery and
                             a plan is approved for its removal or protection. " This change clarifies that
                             it is the responsibility of the IA to stop work to get an evaluation started.
2235           language      change impacts to impact
2237           language      replace matter with manner
2243           language      replace policies, procedures, standards, practices with STANDARDS
2244           language      Spelling on Engineers2-165-50-05
2245           language      replace provide with perform
2246           language      delete "their" other wise their personel needs to be defined
2247       language          replaces matter with manner
                             These articles are not showing on Construction only agreements and there
2248   1           Fix
                             are no interview questions for them.
                             need to ad QMP article in Scope Construction see agreement 07-4843 for
2249        language logic
                             example
2250   1           Fix       need r/w conveance article to show
                             Add structure rep article if there are structures and CT not selected for
2251   2     Development
                             Structures 270 wbs
2253           language      delete comma after prepare
2255   1          Fix        Additional signor not sticking
                         Also looking at the definition it is not exactly accurate. I suggest we
                         consider modifying it the read " A written statement signed by Partners that
                         establishes fullfillment of all obligations and commitments established by
2256        language
                         this agreement." This is necessary to strengthen the article by using the
                         word establishes instead of verifies and clarifies by use of fullfilment of
                         instead of completion.
                         Replace "provide" with "perform" on S.a.15.We wil not be providing the iqa, we
2259
                         will be performing it for our own assurance.
2260   1       Fix       do S.f.44 and S.f.48 conflict?
2261           fix       Period for retaining records
                         Meera brought up S&H Code section 1501.8 in a discussion about weather
                         co-ops are necessary if there are no funds exchanged. However, this
                         section mentions the need to address the funding a responsibilities for the
2262        language     maintenance arrangements on a project. This might conflict with the
                         design of PACT since we have seperated maintenance agreements from
                         Co-ops. This needs investigating to see if PACT needs to capture
                         maintenance agreement arrangments.
                         The PACT interview evaluation equation lists variable names to identify
                         the missing pieces of the interview. It would be a significant improvement
2263        structure
                         to have the message be an instruction to the user on where and how to
                         resolve the issue.
2263   1       fix       New articles needed for ARRA funds


2264           fix       New article requested for "intercept" article


                         new articles that should be considered for PACT.
                         CALTRANS will issue, upon proper application and at no cost, the
                         encroachment permits required for WORK within SHS right of way.
2266           fix
                         Any third party agent (including but not limited to contractors, consultants,
                         and utility owners) must obtain an encroachment permit issued in their
                         name, prior to performing any WORK within the SHS R/W. S.a.10


2267   1       fix       Change "Estimates" to "estimate" in the definition of PS&E



2268   2   Development   adjustment to encroachment permit policy


                         Proposed change to article L.l.9 to address the need for a resolution from
2269           fix
                         the local agency.

2275   2   Development   Lock NEPA lead to CALTRANS

2276   2   Development   Revise SPONSOR from component level to PROJECT level
                         Once an environmental permit has been selected it should be used
2276   2   Development
                         throughout
2277   3   Development   Replace generic terms with actual name of responsible party
 2277   2   Development   Add PID's to Project Development agreement format

 2282   1       Fix       Check source inspection article between 9.1 rtf and LL
 2283   2   maintenance   district Manager selection apparently not working (in D-3)


 2285   1       fix       RON warning still showing up in SCOPE SUMMARY

 2286   1       fix       add period to S.f.15
 2287   1       fix       Fix to (C.b.38) in V9.1 RTF




 2289   2   Development   Add ICRP article




2291    1       Fix       CT must do RW support work that is funded by State funds


                          Revise articles that result in a "Caltrans will ____ for Caltrans" type
2292    2   Development
                          statement
                          three issues with Source inspection:automatically load CT, show warning,
2293    1   Development
                          not approvable if Local is selected.

2295    2   Development   Re-organize the definitions of COMPONENTS so they are grouped

2296    2   Development   Re-organize the definitions of COSTS so they are grouped
                          Check the use of "right of way" to distingusih between activity, Office or
2297    1       Fix
                          boundary.

2315    1       Fix       PACT 10.1 Check that RW WBS activities locked up

2316    1       Fix       Contribution Agreement - Recital 1.2 wrong variable
2312    1    maintain     Article S.a.32 whould be 'manner" not "matter"

2309    2    maintain     Check access to database management screens

2305    1       Fix       Permits table - unanswered question


2290    2   Development   Add HM article option for RTPAs

2280    2   Development   Revisions to Contribution Agreement
2281    1       fix       HM-1 definition correction
                         The B&P interview questions are not being evaluated for pre-approval
2300   1       FIX
                         status


                         modifying placement of C.x.7 to encompass SFM and Source inspection
2301   2   Development
                         cost articles


                         An unanswered question response will always be triggered with
                         Agreements that feature (PS&E / R/W) Support only Agreements because
                         225.55.10-25 and 245.55.10-25 are capital expenditures and PACT only
2020   1       Fix
                         deals with Support on this arrangement...will need to consider a work
                         around...at this point, I selected N/A in the Scope Summary for those
                         activities listed above and finally got a pre-approved agreement.

                         The Term Termination of Work should be renamed Termination of
                         Agreement - The problem is that the definition relates to the fullfillment of
                         the commitments of the agreement which may only be a subset of the
                         completion of all events that are needed to complete Project Development.
                         This also implies thdefinition of the term Completion of Project
                         Development which would be "The point at which all all project
                         development component activites and all other commitments made as part
                         of the project development process have been completed or fullfilled." In
2257   2   Development
                         addition we need to define Project Development as "The process of
                         performing, completing, fullfilling and paying for all costs associated with all
                         project development components and all other commitments necessary for
                         the development of the project." and redefine WORK as "The Project
                         Development activities necessary to complete Project Development. This
                         includes all activities defined by WBS and all other activities needed to
                         fullfill commitments made as part of the Project Development." ie
                         environmental mitigation etc...

2262   1   Development   Audit language


2321   1       Fix       Update HM-1 Scope and Cost articles with "within PROJECT limits and"

2322   1       Fix       "project" to "PROJECT"

                         Remove "funding" from SPOSNOR definition. To avoid any Co-SPONSOR
2318   1       Fix
                         making unilateral sco[pe changes.


2271   2   Development   Indemnification article streamlining



2317   2   development   Add question - Are there SFM yes/no


2294   2   Development   source inspection billing and payment articles
2306   1    maintain     Permits table - no permits - no table.


2308   2   development   PACT 10.1 do the environemntal articles trigger billing and payment?



2270   1       Fix       remove articles referring to licencing of specific positions



                         Remove Article L.l.8
2279   1    maintain     This agreement is intended to be PARTNERS' final expression and
                         supersedes all prior oral understanding or writings pertaining to WORK.



2327   1       fix       Myriad of changes from ENV




2328   2       fix       Change HM article C.b.29 to accommodate construction capital




                         Propose change "recieves" to "requests" in article S.i.18
                         CALTRANS will make SFM available at a CALTRANS-designated location
2336   2       Fix       after «IF WBS 3-265 TF // [113:L6]»«WBS 3-265 TE»«ELSE //
                         [113:L6]»«WBS 5-270-25 TE»«END IF // [113:L6]» receives SFM and
                         pays CALTRANS’ invoice for estimated SFM costs.


2333   2   development   RW issues ("agent", definitions, etc)


2323   2   development   Construction changes per email from Gary 4/15/10



2288   2   Development   Add an article to address proportional expenditures and savings



2347   2   development   Remove Article S.h.16

                         Revise S.h.16. This article should be removed as an option since S.h.6
2355   2   development   should suffice and no article is necessary when CALTRANS is doing the
                         work.

2356   2   Maintenance   Add WIKI page for RTPA/MPO HM-1 articles


2360   2   development   Request for automated RW Only agreements in PACT
2362   2   development   Request to add articles to RW Support. Will be a modification of S.h.6.




2304   2   Development   Include indirect costs (ICRP) on the FUNDING SUMMARY




2320   3    Maintain     Use of the term "lump sum" has been questioned by Legal

                         propose changing "Administrative" to Procedures".
                         Any PARTNER that hires another party to participate in OBLIGATIONS will
2335   2       fix       conduct a pre-award audit of that party in accordance with the Local Assistance
                         Administrative Manual. ( S.a.66 )

2278   1       Fix       Modifications to articles S.h.5 and S.h.6

2325   1       fix       SPONSOR does not show up when co-sponsor option chosen

                         Can we see a summary of the interview after the file has been locked.
1006   3     Support
                         Make answers available after file was locked.


2274   2   Development   Add PSR-PR as option for documents completed




2298   2   Development   Invoice articles and interview



                         Request to add " ICRP rates are adjustable throughout the life of the
2303   2   Development
                         project" or something to that effect.


2311   2    maintain     remove decimals from FUNDING SUMMARY



2314   2    maintain     Change "WORK" to "OBLIGATIONS" in SPONSOR dialog




                         Construction Capital sections not pulling properly. Revised to RW B&P
2324   1       Fix
                         interview and articles.
2331   2   development   modification to S.a.32 per discussion with VTA/D-4
                         propose adding "federal" in article S.a.16
2334   2   development   PARTNERS will retain all OBLIGATIONS-related records for three (3)
                         years after the final voucher .
                         Revise Article S.a.33:
                         If any PARTNER receives a public records request, pertaining to
                         OBLIGATIONS, that PARTNER will notify PARTNERS within five (5)
2343   2   development   working days of receipt and make PARTNERS aware of any disclosed
                         public records. PARTNERS will consult with each other prior to the
                         release of any public documents related to the PROJECT and provided by
                         the other partner. (S.a.33)



2344   2   development   changes to Environmental Permits table




                         Block WBS elements for ENV permits to reflect that they are addressed in
2345   2   development
                         the interview. Includes WBS 2.170.10, 3.205.10 & possibly 5.270.75.


                         grammar, Article S.a.62
                          PARTNERS will maintain, and will ensure that any party hired by
                         PARTNERS to participate in OBLIGATIONS will maintain, a financial
2351   2       fix
                         management system that conforms to Generally Accepted Accounting
                         Principles (GAAP), and that can properly accumulate and segregate
                         incurred PROJECT costs, and provide billing and payment support.

                         Revise Article S.a33:
                         New - PARTNERS consent to service of process as permitted by law.
                         Existing - PARTNERS consent to service of process by mailing copies by
2352   2       fix       registered or certified mail, postage prepaid. Such service becomes
                         effective 30 calendar days after mailing. However, nothing in this
                         agreement affects PARTNERS' rights to serve process in any other
                         manner permitted by law.
                         Resource information for Maintenance Agreements - construction Dialog
2361   2       fix
                         should read "PS&E" instead of "PA&ED".


2368   1       fix       Signature box to reflect new Director



2242   2   Development   Suggest deleting C.b.16, this is state at various place in the agreement.


2329   3   development   add databases to Contribution Agreement interview
                         Grammar, Article S.a.47
                         Each PARTNER will ensure that all of its personnel participating in
2349   2       fix
                         OBLIGATIONS are appropriately qualified, and if necessary, licensed to
                         perform the tasks assigned to them.


2350   2       fix       formatting of indents and numbering


2039   2       Fix       Multiple matching funds not pulling properly
                         Add new article:
                         Caltrans will provide source inspection services as outlined in the
                         Construction Manual Supplement for Local Agency Resident Engineer and
2337   2   development   Local Agency Structure Representative Guidelines. [NEW ARTICLE, this
                         is to be tied directly to the Scope Summary 270.35.20, and will appear
                         every time Caltrans performs source inspection]



                         Add new article:3.
                         If requested by [Local Agency] and approved by CALTRANS by counter
                         signing task order, CALTRANS will provide additional engineering services
2338   2   development
                         on a reimbursed basis. [NEW ARTICLE, this is to be added each time the
                         Local Agency is AAA for Construction]


                         add new article:
2339   2   development   Source inspection is an OBLIGATION cost. [NEW ARTICLE, to be in all
                         Construction Coops regardless of Sponsor, IA or Fund. Part.]


                         add new article:
                         Any additional engineering services requested by [Local Agency] and
2340   2   development   provided by CALTRANS is a PROJECT cost. [NEW ARTICLE, this is to be
                         added each time the Local Agency is AAA Construction]
                         add new article:
                         PARTNERS will exchange funds for estimated cost to be invoiced as a
                         lump sum. [NEW ARTICLE, SEE INSTRUCTIONS BELOW]

                         CALTRANS will invoice [Local Agency] for an initial deposit of $#### 30
                         working days prior to the construction contract bid advertisement date.

                         After PARTNERS agree that all WORK is complete, CALTRANS will
                         submit a final accounting for WORK performed by CALTRANS, less IQA.
2341   2   development
                         Based on the final accounting, PARTNERS will refund or invoice as
                         necessary in order to satisfy the financial commitments of this agreement

                         [PLEASE ADD IN IT'S ENTIRETY each time the Local Agency is AAA and
                         CT is providing source inspection per Scope Summary
                         270.35.20...However, if CT signs up for source inspection AND additional
                         activities on the Scope Summary, then use the standard billing articles for
                         "actual cost" C.x3; C.x4, C.x5 & C.x7]


                         add new article:
                         The cost of all SFM is a CONSTRUCTION CAPITAL cost. [NEW
                         ARTICLE, SEE INSTRUCTIONS BELOW]

                         CALTRANS will invoice CITY for the actual cost of any SFM as a
                         CONSTRUCTION CAPITAL cost after a request for SFM is submitted by
                         [Local Agency].
2342   2   development
                         After PARTNERS agree that all WORK is complete, CALTRANS will
                         submit a final accounting for all SFM costs. Based on the final accounting,
                         PARTNERS will refund or invoice as necessary in order to satisfy the
                         financial commitments of this agreement.

                         [PLEASE ADD IN IT'S ENTIRETY each time the Local Agency is AAA for
                         Construction]




2353   2   development   proposal to make Article S.g.1 be driven by SCOPE SUMMARY



2359   1       Fix       Schedule MC not printing properly

                         EFIS - one funding commitment number per FUNDING PARTNER.
2363   2   development   Generic language about amendment needed for changes to commitment
                         and agreement to manage funding details at PROJECT level
2365   2   development   EFIS - generic language for ARRA, BOND, etc.
                         Sonoma County Transportation Agency (SCTA) wants included in all of
                         their project development agreements where Caltrans is the implementing
                         agency and SCTA is reimbursing Caltrans with local (Measure) funds for
                         support services. We place this language in Article (L.1.6) under General
                         Conditions:

                         This agreement will terminate upon COMPLETION OF WORK or upon 30
                         calendar days’ written notification to terminate and acceptance between
                         PARTNERS, whichever occurs first. Prior to COMPLETION OF WORK,
2366   2   development   SCTA may terminate PROJECT and this agreement in writing. SCTA shall
                         reimburse CALTRANS for all PROJECT related costs incurred by
                         CALTRANS up to the termination date in addition to any costs incurred by
                         reason of termination. All engineering documents, including raw data and
                         draft PS&E and other documents prepared up to the time of termination
                         shall become the property of CALTRANS.
                         However, all indemnification, document retention, audit, claims,
                         environmental commitment, legal challenge, and ownership articles will
                         remain in effect until terminated or modified in writing by mutual
                         agreement. (L.1.6)
                         EFIS - Add article:
                         Funds assigned to a PROJECT COMPONENT as documented in the
2367   2   Development   FUNDING SUMMARY will share the cost of that PROJECT COMPONENT
                         proportionally.

                         Change warning to assure that District content expert is responsible for
2370   1       fix
                         resolving content issues with HQ functional units
2372   2      WIKI       FAQ - Article s.i.13

2373   1       fix       PACT needs to recognize Construction Capital to drive B&P articles


2375   3      WIKI       simple explaination of S&H Code 114 and 130


2376   3      WIKI       supporting information for RW article S.h.6


                         atricle (S.a.19). The language library correctly shows that "CALTRANS will
                         not accept ownership OR title..."; but the rtf file appears to incorrectly say
2382   1       fix
                         "CALTRANS will not accept ownership OF title..." (capitals are used for
                         emphasis only). Please change to correspond with language library.


2383   1       fix       Article S.a.60 should be principle, not principal
2379   3      WIKI       information about maintenance work outside SHS




                         Any PARTNER that hires another party to participate in OBLIGATIONS will
                         conduct a pre-award audit of that party in accordance with the Local
2386   2      WIKI
                         Assistance Procedures Manual. Is this article required if there is no
                         NEPA?

                         CALTRANS will provide encroachment permits to COUNTY at no cost.
2387   2      WIKI       CALTRANS will charge contractors, consultants, and agents the standard
                         encroachment permit fees. Why are the contractors, consultants, and
                         agents charged the encroachment permit fee when the COUNTY is not?
                         (C.b.29) has a period on the middle of the sentence, please remove it in
2389   1       fix
                         PACT. see below.
2390   1       fix       (R.28) does not have a period at the end of the sentense.

2391   1       fix       (S.f.12) does not have a period at the end of first paragraph.

2392   1       fix       (S.a.33) and (L.1.42) are not a hidden text, they shows.

2392   1       fix       (S.i.30) () at the end are not hidden.

2364   1   development   EFIS - reformat the EA to the EFIS project # format
                         The addition of engineering services creates a problem with billing and
2378   1       fix       payment because the construction implementing agency may not be the
                         construction funding partner.
                         Agreements that are 100% locally funded, and all Caltrans is doing is IQA
2384   1       fix
                         should not show billing clauses.

2380   2   development   revise billing and payment articles (style)




                         Develop a special action that can be added to WBS elements to state that
2346   2   development
                         the Department DOES NOT charge for.
                              Change the PACT 10.1 interview questions for PROJECT description and
2307     2      maintain
                              OBLIGATIONS description.




  502   Number of Completed Issues
 2405   Latest issue number
10/17/2006       11/6/2006




10/17/2006       11/6/2006




pre 10/09/2005   11/7/2006
pre 10/09/2005   11/6/2006




pre 09-Oct       11/6/2006




pre 10/09/2005   11/6/2006




pre 10/09/2005   11/6/2006




pre 10/09/2005   11/6/2006
pre 10/09/2005   11/6/2006




pre 10/09/2005   11/6/2006
pre 10/09/2005




pre 10/09/2005   11/6/2006
pre 10/09/2005   11/6/2006




                 11/13/2006




pre 10/09/2005   11/6/2006
pre 10/09/2005   11/6/2006




pre 10/09/2005   11/6/2006
pre 10/09/2005   11/6/2006




pre 10/09/2005   11/6/2006
pre 10/09/2005   11/6/2006




pre 10/09/2005   11/6/2006




pre 10/09/2005   11/6/2006




pre 10/09/2005   11/13/2006
pre 10/09/2005   11/6/2006




pre 10/09/2005   11/6/2006




pre 10/09/2005   11/6/2006




pre 10/09/2005   11/6/2006
pre 10/09/2005   11/13/2006




pre 10/09/2005   11/13/2006
pre 10/09/2005




pre 10/09/2005
                11/13/2006
Rev. 11/07/2006
pre 10/09/2005   11/7/2006




pre 10/09/2005   11/6/2006




pre 10/09/2005   11/6/2006
pre 10/09/2005   11/6/2006




pre 10/09/2005   11/6/2006




10/17/2006       11/6/2006
10/17/2006   11/6/2006




10/17/2006   11/6/2006




10/17/2006   11/6/2006




10/17/2006   11/6/2006




10/17/2006   11/6/2006
10/17/2006   11/6/2006




10/17/2006   11/6/2006




10/17/2006   11/6/2006




10/17/2006   11/6/2006
10/17/2006   11/6/2006




10/17/2006   11/6/2006




10/17/2006   11/7/2006




10/17/2006   11/7/2006
10/17/2006   11/7/2006




10/17/2006   11/7/2006




10/17/2006   11/7/2006




10/17/2006   11/13/2006




10/17/2006   11/13/2006




10/17/2006   11/13/2006
10/17/2006   11/13/2006




10/17/2006   11/13/2006




10/17/2006   11/6/2006
11/7/2006   11/13/2006
11/7/2006   11/13/2006




11/7/2006   11/13/2006




11/7/2006   11/13/2006
11/7/2006   11/13/2006




11/7/2006   11/13/2006




11/7/2006   11/13/2006
11/27/2006        11/30/2006




11/27/2006        11/30/2006




10/17/2006
                  11/13/2006
rev. 11/13/2006
11/21/2006
                  11/30/2006
rev. 11/27/2006




                                                                                                    Who
                  Assigned        Date                                    Date        Date        initiated
       Status                                       Action / Result
                     to         assigned                                resolved    received         the
                                                                                                 comment


                                                                                   Robert
done                                        fixed                       1/9/2008
                                                                                   Lynski


                                            Sponsor is responsible by
done                                        definition. Issue is
                                            complete.




                                            Task Order 14
done              MR           11/15/2008   Allison working on this.               12/13/2007
                                            3/25/09 WMR




                                            same as item ?? Task
delete            MH                                                               11/16/2007    Phil Scott
                                            order 8
done                                        Item fixed.                 7/6/2007   Ernie Stock
                                            The date in the Recitals is
                                            an estimated date to
                                            complete the final
done                                                                    7/6/2007   Ernie Stock
                                            component unde which the
                                            agreement covers. The
                                            date is not binding.
done                                        this is a WBS activity.

done
                  No Action - This was
                  considered and was
done              deemed to be covered by
                  the PROJECT
                  Cummunication Plan

Duplicate   GFG   See Issue 2272                           7/16/2007

done              done                         7/3/2007    Ernie Stock

                  In-house fix (does not
done
                  require conslt).

                                                           Richard
done                                           7/9/2007
                                                           Harris




                                                           Sybille
done                                           9/10/2007
                                                           Phillips




                                                           Trichelle
done                                           8/22/2007
                                                           Suntrapak

done

done                                           8/27/2007 Meera
                                                         Cindy
done                                           4/5/2007
                                                         Williams
                                                           Kristen
done                                           7/31/2007
                                                           Schenone


done


done


                  8-20-08. Immediate issue
                  is taken care of with
Done              training. Bigger issue may
                  be taken care by the
                  documentation effort.
done


                               8-20-08. Reject. Not an
Done
                               issue.
done

done        DRC                give assignment to Jean


                               can be captured in the
                               Recitals, and have specific
                               language to accommodate
done        Team
                               carry over duties such as
                               Enviornmental
                               commitments


on-going    MH                 FAQ, LL updates, etc

delete                         Blank
done        Mark               fixed language


done        Team


                               Brinton consulted (090208)
                               suggested speaking with
dismissed   MH     8/28/2008
                               Jean Lexis nexis and
                               come up with solution

done



done        Team


                               8-20-08. rejected Covered
Done
                               by training
done        Mark               article has been added.

done

done        Team                                             ########

done
         Team:
         Have we
         adequately
done     addressed                                  ########
         this
         possibility
         anywhere?
done
                       In-house fix (does not
done
                       require conslt).
                       task given to Jean,
                       Verified that no info in cell
Done     DRC
                       phone data does not make
                       not approved
                       Copy available on the web.
Done                   It will not be attached to co- ########
                       op.
                       8-20-08. Action is
Done                   deffereed to statewide
                       database effort.

done

done


done     DRC           Appears to be fixed


                       8-20-08 Rejected because
                       PACT only captures $ and
Done
                       accuracy is the
                       responsibility of the PDT.

done
                       Give Martin updates for
delete   MH
                       the website
done

                       Give lessons learned to
delete   MH
                       MH for posting on website

done
                            This request becomes null
                            when the new database       Pending
Done     Team               feature is put in place for PACT
                            managing contact            10.0
                            information.




done



                            In-house fix (does not
delete   MH
                            require conslt).
                            DRC spoke to Brinton
                            (090208)he said that he
                            would make the fix ,
                            however, CT had specified
Done     DRC    8/28/2008
                            that it should show what
                            had been input. Same as
                            2023 task order ten for this
                            has be written


done

Done
done
Done
done
                            post on website notice that
                            non pre approved will
Done     MH                 happen if LA is selected
                            for preparing rons 225.
                            Martin 101408
                            Rejected: No good reason
                            for change this….Assign to
done     DRC
                            Jean or see if we can get it
                            down our selves
                            Task Order 11
                            Given to Brinton to fix
Done     DRC
                            written to address this
                            issue need to test

done
Duplicate



Done        MH    8/28/2008   Task Order 7



Duplicate

done                          Not posting at this time

Duplicate


                              Draft Task Order 3 has
Done        DRC   2/28/2008
                              been prepared.


done


done




done                          noted




done                          noted




Done                          Task Order 21 (in part)    10/1/2009




Duplicate




done
done        noted




Duplicate




done        no action needed




done        noted




Duplicate


done        noted


done        noted


Done


done        noted

done



duplicate   Task Order 14 (in part)
                                                                       Repair is
                                                                       partially
                                                                       completed,
                                                                       need to fix
done                           done                                    the unfilled
                                                                       data field
                                                                       and the
                                                                       article
                                                                       output issue

duplicate   Mark               Task order 18 (in part)

done                           done

Duplicate


done                           done


Duplicate


done                           done


Done        Mark               Task Order 14 (in part)     8/15/2009
                                                                       Suggested
                                                                       resolution is
                                                                       to post
                                                                       warning
done                           done                                    signs to
                                                                       save at a
                                                                       certain level
                                                                       before
                                                                       proceeding
Duplicate
                               Task Order 8
                               Need to have it show that
Done        MH     8/28/2008   CTC will hear the RONs if
                               CTC is selected to hear
                               RONS.
Duplicate



done                           done
Duplicate

                              Brinton consulted (090208)
done        DRC   8/28/2008   will investingate a report
                              back on progress 9/9/08


Duplicate

                              tested - Seems to be
done        DRC   8/28/2008
                              working
Duplicate
                              NO article is general by
                              design to cover
done
                              modifactions at any point
                              in PROJECT.
Duplicate
                              Rejected. PACT design
done                          rule: do not refer to
                              anyother article.
Done        MH    8/28/2008   Task Order 7
done                          done

duplicate



done                          done



duplicate

Duplicate
                                                           tested and
done                          done                         seems to be
                                                           working
Duplicate

                              8-20-08. Rejected. Article
Done
                              S.a.17 covers this.

duplicate
                              8-20-08. Rejected. Any
                              changes in the scope
Done
                              require and Amendment to
                              the agreement
Duplicate
                            Task order 12 - WBS
done            8/26/2008
                            conversion. WMR 3/25/09

done



done




Done     Mark               Task Order 14 (in part)      8/15/2009

                            vetted through legal, and
                            accounting. Dean to                      this is third
Done     GFG    10/2/2008
                            attempt to change in RTF                 time.
                            10/08/08




                                                         10/17/200
                                                         6
done     Team                                            rev.
                                                         11/07/06
                                                         11/27/06




delete                      Same as 2071



                                                                                     this is the
Done     Mark   4/15/2009   Task Order 24 (in part)
                                                                                     first time.
                            An "a" is appropriate in
                            both of those articles. Go
Done     MH                 ahead and make the
                            change. (Aliison's
                            response)
                                                                                     this is the
done     Mark               Task Order 14 (in part)
                                                                                     first time.
Done            8/14/2008   Task Order 14 (in part)      8/11/2009
                                                                           D-4 has
                                                                           brought
Duplicate   GFG               Task Order 26 (in part)          5/20/2009   this up
                                                                           several
                                                                           times.
delete            8/26/2008   Same as 2071



                                                                           D-5
                                                                           initiated it,
                                                                           but has
dismissed   GFG
                                                                           been used
                                                                           in D-4
                                                                           also.



delete            8/26/2008   Same as 2071


                              Task Order 6
                                                                           D-4, HQ,
Done        GFG               vetter through construction
                                                                           D-6, etc.
                              and FHWA policy owners

                              An "a" is appropriate in
                              both of those articles. Go
                              ahead and make the
Done        DRC   10/2/2008
                              change. (Allison's
                              respoonse) Dean to insert
                              in RTF by 10/8/08
Done        GG                task order 7


                              proposed language sent to
                              PMT on 082708 - Meera
                              Suggested using on
                              definition PARTNER(S) -
                              Signatory agencies to this
                              agreement. This term is
                              only reflective of the
                              relationship between these
Duplicate   DRC   8/14/2008   signatory agencies to work
                              together to achieve a
                              mutually benifical goal. It is
                              not used in the traditional
                              legal sense in which one
                              PARTNER's individual
                              actions legally binds
                              another PARTNER or
                              PARTNERS.
Task Order    Mark   5/20/2009   Task Order 28                5/29/2009




                                 recorded as complete
Done          DRC    8/28/2008
                                 3/25/09. WMR


                                 Standarad Language
Done          GFG
                                 Update 09-003 3/26/09

                                 Brinton said he would fix
                                 on 9/2/08, however he said
done          DRC    8/14/2008   that he was told to show
                                 what was input in the
                                 interview.


Duplicate     GFG                vetter through legal


done

                                 8-20-08. Rejected.
                                 Communication plan is
Done
                                 required is part of the
                                 Project Management Plan.


Done          DRC    8/26/2008

                                 Sent out for comment
                                 week of 8/25/08 No
                                 objection to making the
Done          DRC    8/14/2008
                                 change as of 9/18/08 -
                                 Change made to Training
                                 and Prod rtf 100808

done          DRC    8/28/2008   verify fix

                                 find all instances of HQ
Done          DRC    9/2/2008
                                 approved in the interview
Not enough
information



done                                                          ########
Done          MH    8/14/2008

not enough
information


                                Articles not getting pulled
                                in properly. Fix in PACT
Done          GFG   8/7/2008    program or verify it's
                                proper use. Task orders
                                19 & 20.


                                Task order 10 done.
Done          DRC   8/14/2008
                                Recorded 3/24/09 WMR
                                Problem given to Brinton
done          DRC   8/14/2008   on 9/2/08 to report back
                                with status on 9/9/08

                                Task Order 14 (in part).
Done          MH
                                Same as 2048

                                Task order Number 5
Done                            done. Recorded 3/25/09
                                WMR
                                8-28-08. New construction
                                policy (CPD 08-5 Quality
                                Management Control on
                                SHS) is taking care this
done          MH    8/20/2008   issue. Martin already
                                checked on what
                                positions/lisences need to
                                be specifically called out in
                                PACT and why.

                                8-20-08. On hold until
                                Authorizing Document
                                discussion with Mgmt.
done
                                New process will not
                                require an authorizing
                                document. WMR 4/13/09
                                8-20-08. Check with
                                HotDocs for formating
                                setup. Dean Brinton
                                said(9/2/08) it was likely a
                                local config issue and that
Done        DRC     8/20/2008
                                he would have to look at
                                the particular set up in
                                order to figure it out.
                                Too much trouble. WMR
                                4/13/09

done




Done        DRC                 Task Order 9




Done        GFG     2/3/2009    Task Order 21(in part)




                                denied, materials box will
done        Cindy                                              ########
                                remain.




done        Cindy               hu?



done        DRC                 Tested no issue detected


done        DRC     8/14/2008   Task Order 14 (in part)
duplicate   DRC     8/14/2008   sent out week of 100608
duplicate   DRC     8/14/2008   sent out week of 100608
duplicate   DRC     8/14/2008   sent out week of 100608
duplicate   DRC     8/14/2008   sent out week of 100608
duplicate   DRC                 sent out week of 100608
duplicate   DRC     8/14/2008   sent out week of 100608




duplicate   DRC     8/14/2008   sent out week of 100608

duplicate   DRC     8/14/2008   sent out week of 100608
duplicate   DRC     8/14/2008   sent out week of 100608
duplicate   DRC                 sent out week of 100608
duplicate   DRC     8/14/2008   sent out week of 100608
duplicate   DRC     8/14/2008   Use seeems appropriate
duplicate   DRC     8/14/2008   sent out week of 100608
duplicate   DRC     8/14/2008   sent out week of 100608
duplicate   DRC     8/14/2008   sent out week of 100608
duplicate   DRC     8/14/2008   sent out week of 100608
Done        Mark    4/13/2009   Task Order 16




done        Cindy




                                Task Order 1
                                Test to see if you make it
                                happen - discussed with
                                Brinton on 9/2/08
Done        DRC                 informed him we think it is
                                associated with exiting the
                                Funding Summary Screen
                                inproperly but we are not
                                able to make it happen.

Done


done        Dean


done                                                          5/11/2009


Done                                                          5/11/2009
Done                                                 5/11/2009




Done          Mark   Task Order 14 (in part)




Done          Mark   Task Order 14 (in part)



                     ACTION - write a
Not enough
              DRC    clarification /definition and
information
                     vet


Done          Mark   Task Order 14 (in part)



Done          Mark   Task Order 14 (in part)



Done          Mark   Task Order 14 (in part)



Done          Mark   Task Order 14 (in part)



Done          Mark   Task Order 14 (in part)

Done          Mark   Task Order 14 (in part)

Done          Mark   Task Order 14 (in part)

Done                                                 5/11/2009

Done                                                 5/11/2009


Duplicate            See Issue 2187                  5/22/2009
Done                                            5/11/2009



duplicate     Mark   Task Order 18 (in part)


Done          Mark   Task Order 14 (in part)



duplicate     Mark   Task Order 14 (in part)



Done          Mark   Task Order 14 (in part)


duplicate



duplicate




not enough           Also considered in other
                                                5/20/2009
information          issues




duplicate




duplicate

duplicate



done                                            5/11/2009



Done                                            5/11/2009

duplicate
duplicate



duplicate




done                                    5/11/2009




not enough
                                        5/11/2009
information




Done                                    5/11/2009




duplicate



duplicate     task order 14 (in part)




duplicate     task order 14 (in part)



duplicate     task order 14 (in part)



duplicate     task order 14 (in part)




duplicate     task order 14 (in part)
Done                                  5/11/2009




duplicate   task order 14 (in part)



duplicate   task order 14 (in part)



duplicate   task order 14 (in part)


duplicate   task order 14 (in part)


duplicate   task order 14 (in part)


duplicate   task order 14 (in part)



duplicate   task order 14 (in part)



duplicate   task order 14 (in part)



duplicate   task order 14 (in part)


duplicate   Task order 14 (in part)
Done                                                    5/11/2009




Done                                                    5/11/2009




duplicate                     Task Order 14 (in part)



Done        WMR   4/13/2009   Task Order 18 (in part)



Done        WMR   4/13/2009   Task Order 18 (in part)




Done                          task order 5
Done                          Task Order 14 (in part)




Done                                                      5/11/2009



Done                                                      5/11/2009



duplicate                     Task Order 14 (in part)


dismissed   MH




                              Accounting initiated the
                              request. This has been
                              vetted through Accounting
Done        GFG   10/6/2008   and Legal.                6/15/2009

                              Task Order 17 WMR
                              4/13/09




                              Districts initiated the
                              request, had a meeting
                              with Clark Paulson, Bill
                              Lewis, Dave Yomans, Tim
dismissed   GFG   10/7/2008   Craggs and GFG. Bill
                              followed up with an email
                              indicating support of not
                              requiring amendments if
                              funding source changes.
                                                                      Gary
                                                                      Sidhu -
done        MH                               5/11/2009                request
                                                                      for BOND
                                                                      projects.




duplicate   MH     see issue 2265




done        Mark   Task Order 4                          10/17/2008   GFG




Done        MH     Task Order 12 (in part)


duplicate          task Order 14 (in part)
                   RTF is right. Update LL
Done        DRC    LL has been up dated to
                   match the RTF
done               No
done               does show in LL
done                                         5/11/2009



duplicate                                    5/11/2009




Duplicate   Mark   See Issue 2187            5/22/2009




Done                                         5/11/2009




Done                                         5/11/2009


Done                                         5/11/2009


Done                                         5/11/2009



Done                                         5/11/2009



Done                                         5/11/2009




Done                                         5/11/2009



Done                                         5/11/2009


Done                                         5/11/2009


Done                                         5/11/2009
Done         Mark   Task Order 14 (in part)
duplicate
duplicate
duplicate

Done                                          5/11/2009

duplicate
duplicate




Done                                          5/11/2009




Done                                          5/11/2009




Needs test   DRC    give to Lexis to fix




Done         WMR    No changes to HM articles 4/13/2009




duplicate    DRC    sent out week of 100608



Done         WMR    No changes to HM articles 4/13/2009



                    Specific to individual
done
                    agreement                  4/13/2009
Done         WMR               No changes to HM articles 4/13/2009




duplicate                                                5/11/2009




Done                                                     5/11/2009




Done         Mark              Task Order 14 (in part)



Done                           Task Order 14 (in part)
Done                           Task Order 14 (in part)
Done                                                     5/11/2009
Done                           Task Order 14 (in part)
Done                           Task Order 14 (in part)
Done                           Task Order 14 (in part)
duplicate
Needs test

duplicate
Needs test
Dismissed           9/1/2009
Done                           Task Order 14 (in part)
Done         Mark              tested and OK 5-20-09     5/20/2009
Not enough
information



done                                task order 14 (in part)
Needs test
                                                                                         Lisa
duplicate               4/13/2009   Task Order 24 (in part)                  4/13/2009
                                                                                         Alviso



dismissed     pending                                            3/20/2009




done          pending                                            3/25/2009


                                                                                         ARRA
Done          Mark      4/15/2009   Task Order 25                            4/14/2009
                                                                                         program
                                                                                         Fed
duplicate     Mark      4/15/2009   Task Order 24 (in part)                  4/14/2009   Budgets
                                                                                         Office



                                    better articlated in issue
duplicate                                                                    4/6/2009    Dean
                                    2268



                                                                                         D-4
done          Mark      4/30/2009   Task Order 14 (in part)                  4/30/2009   Robert
                                                                                         Lynski
                                                                                         Rick
                                                                                         Gifford,
Done          Mark      4/14/2009   Task Order 29                            5/6/2009
                                                                                         Constructi
                                                                                         on

Done                                                                         5/7/2009    Martin


Dismissed     Mark      5/26/2009   Task Order 12 (in part)                  5/26/2009   Martin

Done          Mark      5/19/2009   Task Order 15                            5/5/2009    Mark

Done          Mark      5/26/2009   Included in new table        10/1/2009 5/26/2009     Martin

Done          Mark      5/27/2009                                            5/27/2009   D-7
Done         Mark   3/5/2009     Task Order 12 (in part)      6/1/2009

Needs test   Mark   6/19/2009                                            6/19/2009    Martin
                                 Informal task order 33.
Done         Mark   6/24/2009                                            6/24/2009    Martin
                                 Forwarded to Brinton.

done         Mark   6/25/2009    informal task order          7/6/2009   6/24/2009    Gary

done         Mark   6/30/2009    informal task order          6/30/2009 6/23/2009     Allison
done         Mark   6/30/2009    informal task order          6/30/2009 6/30/2009     Allison




Done         Mark   12/14/2009   add to PACT 10.1                        12/14/2009   Gary/PM




Done         Mark   12/24/2009   add to PACT 10.1             1/27/2010 12/24/2009    Gary


Done         Mark   12/24/2009   new TO needed                           12/24/2009   Gary
                                                                                      Tim via
Done         Mark   1/27/2010    warning to show in co-op                1/27/2010    Rick
                                                                                      Gifford
                                 group component                                      Gary/Trich
Done         Mark   1/26/2010                               2/11/2010 1/26/2010
                                 definitions                                          elle
                                 group component                                      Gary/Trich
Done         Mark   1/26/2010                               2/11/2010 1/26/2010
                                 definitions                                          elle
                                 confirm appropriate use or                           Gary/Trich
Done         Mark   1/26/2010                               2/10/2010 1/26/2010
                                 edit                                                 elle
                                 Checking N/A clears such
Done         Mark   3/9/2010                              3/29/2010 3/9/2010          OCA
                                 issues
Done         Mark   3/16/2010    replaced variable            3/16/2010 3/16/2010     D-6
                                                                                      PACT
Done         Mark   3/3/2010     fix                          3/10/2010 3/3/2010
                                                                                      users
                                                                                      PACT
DONE         Mark   3/9/2010     assigned District manager 3/10/2010 3/9/2010
                                                                                      users
DONE         Mark   3/1/2010     correct validation process   3/18/2010 3/1/2010      WMR


Done         Mark   12/24/2009   existing looks OK            2/2/2010   12/24/2009   Gary

DONE         Mark   6/11/2009    Implemented with 10.1        3/29/2010 6/11/2009     Martin
Done         Mark   3/22/2010    corrected "will" with "may" 3/29/2010 3/22/2010      ENV HM
                               fix evaluation of individual
Done        Mark   2/24/2010                                  2/26/2010 2/24/2010     Martin
                               questions
                               suggest modifying
                               placement of C.x.7 in co-
Done        Mark   2/24/2010                                2/26/2010 2/24/2010       Martin
                               op or additional iterance of
                               C.x.7.
                                                                      GFG to
                                                                                      Brinton
                                                                      develop
                                                                                      will make
                                                                      language
                               Rejected. WBS activities                               the
                                                                      and MH to
Done        Mark   3/25/2009   are not capital                                        enhansem
                                                                      post on
                               expenditures.                                          ent when
                                                                      Website to
                                                                                      he is
                                                                      be done by
                                                                                      available.
                                                                      10/16/08




                               rejected. This issue was
                               resolved with the changes
                               implemented in 10.1. The
DONE        Mark   9/1/2009                              3/1/2010                     ???
                               discussion involved the
                               change from WORK to
                               OBLIGATIONS.




Done        Mark   4/15/2009   Task Order 24                  3/1/2010    Jan-09      Audits


Done        Mark   4/23/2010   fix                            4/26/2010 4/23/2010     Gary

DONE        Mark   4/26/2010   fix                            4/26/2010 4/26/2010     Mark
                               Change made to WIKI as
DONE        Mark   3/22/2010   approved change for next       3/29/2010
                               version.


done        Mark   9/1/2009    Task Order 14 (in part)        3/1/2010    5/7/2009    Allison


                               Done on Training Server
                               3/29/10. Needs
done        Mark   3/29/2010                              4/15/2010 3/29/2010         Maria, D-7
                               republishing and moving to
                               production Server.
duplicate   Mark   1/26/2010   ?? same as 2301 ??             5/5/2010    1/26/2010   Martin
                                                                                        PACT
duplicate   Mark   3/4/2010    see item 2327                  5/5/2010   3/4/2010
                                                                                        users
                                                                                        PACT
duplicate   Mark   3/3/2010    see item 2327                  5/5/2010   3/3/2010
                                                                                        users


resolved           9/1/2009    no change                      3/1/2010   old (5/7/09)




resolved    Mark   6/11/2009   no change                      5/5/2010   6/11/2009      Meera




duplicate   Mark   4/30/2010   see items 2343 - 2346                     4/30/2010      ENV




done        Mark   4/30/2010   logged into WIKI               5/11/2010 4/30/2010       ENV




                               Install and test on training
                               server only. Instruction
                                                                                        Constructi
                               have been provided to
done        Mark   5/11/2010                                             4/15/2010      on, via
                               Districts and PACT users
                                                                                        Gary
                               for this to be implemented
                               immediately.

duplicate   Mark   3/10/2010   see issues 2360, 2347                     3/10/2010      OCA
                                                                                        Constructi
duplicate   Mark   4/15/2010   see items 2334 - 2342          5/11/2010 4/15/2010       on, via
                                                                                        Gary
                                                                                        Locals via
                               this issue will be taken
                                                                                        phone
done        Gary   7/14/2009   care of in the EFIS related 5/12/2010 5/27/2009
                                                                                        conferenc
                               update
                                                                                        e

duplicate   Mark   4/12/2010   see item 2355                  4/12/2010 4/1/2010        Mark


done        Mark   3/22/2010   posted to WIKI                            3/22/2010      Mark


                               Mark did them. Allison to
done        Mark   5/11/2010                                  5/11/2010 5/11/2010       Mark
                               check

done        Mark   4/12/2010   resolved with HQ RW            4/12/2010 4/1/2010        District
done   Mark   4/12/2010   posted to WIKI                5/12/2010 4/12/2010    District



                          not fesable because of the
                          number of variables
done   Mark   2/17/2010                              5/18/2010 2/17/2010       D-8/RCTC
                          involved (funding sources,
                          periodic changes, etc)


                          no more interest in a
done   Mark   3/22/2010                                 5/18/2010 3/22/2010    District
                          change


                                                                               Martin's
done   Mark   5/11/2010   fixed                         5/18/2010 previously
                                                                               list

                                                                               HQ RW -
done   Mark   6/8/2009    done in PACT 10.1             3/1/2010    6/8/2009
                                                                               Phil Scott
done   Mark   4/23/2010   Fixed                         5/18/2010 4/23/2010    Gary
                          very few files actually get
done          9/1/2009    locked so this issue is not   5/20/2010
                          important
                          not necessary because
Done          9/1/2009                                  5/20/2010 5/11/2009    Mark
                          "PID" is used.

                                                                               Dean
                                                                               Crippen
                          corrections made and
done   Mark   2/23/2010                                 5/24/2010 2/23/2010    and
                          tested
                                                                               Robert(Ac
                                                                               counting)


done   Mark   2/17/2010   additional language added 5/28/2010 2/17/2010        D-8/RCTC


                                                                               PACT
done   Mark   3/3/2010    re-format number fields       5/13/2010 3/3/2010
                                                                               users
                          Done on Training Server
                          3/29/10. Needs
Done   Mark   3/9/2010                               5/20/2010 3/30/2010       OCA
                          republishing and moving to
                          production Server.




done   Mark   4/15/2010   fix                           5/20/2010 4/15/2010    district
                                                                               D-4/VTA
done   Mark   5/4/2010    revised                    5/28/2010 5/4/2010
                                                                               via Gary
                          rejected as being too
                                                                               Martin's
DONE   Mark   5/11/2010   specific and excluding     5/27/2010 5/11/2010
                                                                               list
                          certain arrangements



done   Mark   3/22/2010   revised                    5/28/2010 3/22/2010       DEA




done   Mark   3/22/2010   multipe adjustments        5/28/2010 3/23/2010       DEA




                          descripotion includes a
done   Mark   3/22/2010   message to refer to text of 5/28/2010 3/24/2010      DEA
                          the co-op.




done   Mark   5/11/2010   no change needed           5/28/2010 4/23/2010       Gary




done   Mark   5/11/2010   approval to remove         5/28/2010 4/23/2010       Gary




Done   Mark   5/12/2010   fixed                      5/19/2010 5/12/2010       district

                          no change needed - some
done   Mark   5/28/2010   format changes made     5/28/2010 5/28/2010
                          (date, headers, etc)
                          rejected. No issue and
Done   Mark   9/1/2009    changes will be in place for 6/21/2010
                          EFIS revision.
                          add feature to all
done   Mark   3/15/2010                              6/1/2010      3/15/2010   District
                          templates
done   Mark   5/11/2010    no change necessary      6/21/2010 4/23/2010     Gary



                           develop standard and
done   Mark   5/11/2010                             6/15/2010 4/23/2010     various
                           revise


Done   DRC    12/14/2009   no further issues        7/1/2010                Dean



                                                                            Constructi
done   Mark   4/15/2010    PACT - EFIS              7/1/2010    4/15/2010   on, via
                                                                            Gary




                                                                            Constructi
                           PACT - EFIS in a modified
Done   Mark   4/15/2010                              7/1/2010   4/15/2010   on, via
                           version
                                                                            Gary



                                                                            Constructi
                           PACT - EFIS in a modified
Done   Mark   4/15/2010                              7/1/2010   4/15/2010   on, via
                           version
                                                                            Gary



                                                                            Constructi
                           PACT - EFIS in a modified
Done   Mark   4/15/2010                              7/1/2010   4/15/2010   on, via
                           version
                                                                            Gary
                                                                             Constructi
                          PACT - EFIS in a modified
Done   Mark   4/15/2010                             7/1/2010    4/15/2010    on, via
                          version
                                                                             Gary




                                                                             Constructi
                          PACT - EFIS in a modified
Done   Mark   4/16/2010                             7/2/2010    4/16/2010    on, via
                          version
                                                                             Gary




                          On-hold
                          This is really a question of
                          allowing a PS&E only or
Done   Mark   5/11/2010                                4/15/2010 4/23/2010   Gary
                          RW only agreements. As
                          of 4-2010 the answer was
                          no from RW.
Done   Mark   5/11/2010   resolved                   7/1/2010   4/23/2010    Gary


done   Mark   5/12/2010   PACT-EFIS                  7/1/2010   5/12/2010    OCA


Done   Mark   5/18/2010   PACT-EFIS                  7/1/2010   5/18/2010    OCA
                                                                           D-4/SCTA
Done   Mark   5/19/2010   Not approved by Legal     6/25/2010 5/19/2010
                                                                           via Gary




                                                                           Gary/Karl
Done   Mark   5/28/2010   PACT - EFIS               7/1/2010   5/28/2010
                                                                           a


                          revised in PACT - Efis                           Gary (D-
Done   Mark   6/25/2010                             7/1/2010   6/22/2010
                          version                                          10)
Done   Mark   7/6/2010    added to WIKI             7/6/2010
                                                                           example
done   Mark   6/25/2010   fixed                     7/26/2010 6/25/2010    agreemen
                                                                           t
done   Mark   7/26/2010   added to WIKI             7/26/2010 7/26/2010    Mark
                                                                           Carol
done   Mark   7/22/2010   added to WIKI             7/26/2010 7/22/2010    Hanson,
                                                                           HQ RW


                          corrected in Production                          Legal via
done   Mark   8/13/2010                             8/13/2010 8/10/2010
                          and Testing versions                             Gary



                          corrected in Production
done   Mark   8/9/2010                              8/13/2010 8/9/2010     District 10
                          and Testing versions
done        Mark   7/29/2010   posted                      8/9/2010   7/29/2010   Gary




                               confirmed that WIKI
done        Mark   8/16/2010   information is complete     8/16/2010 8/16/2010    District 8
                               and correct



done        Mark   8/16/2010   add clarification to WIKI   8/16/2010 8/16/2010    District 8



done        Mark   8/18/2010   removed period              8/1810     8/18/2010   District 8

done        Mark   8/18/2010   fixed                       8/18/2010 8/18/2010    District 8

done        Mark   8/18/2010   fixed                       8/18/2010 8/18/2010    District 8

done        Mark   8/18/2010   fixed                       8/18/2010 8/18/2010    District 8

done        Mark   8/18/2010   fixed                       8/18/2010 8/18/2010    District 8
                               complete in PACT 10.1
done        Mark   5/12/2010                               7/1/2010   5/12/2010   OCA
                               EFIS
                               investigated and decided
done        Mark   7/28/2010   that it will not be a       8/11/2010 7/28/2010    Mark
                               problem.
                               Fix is part of PACT 10.1
done        Mark   8/12/2010                               8/4/2010   8/12/2010   District 8
                               EFIS

duplicate   Mark   7/27/2010   same as item 2389                      7/27/2010   Gary




                               Included in PACT 10.1
done        Mark   3/22/2010                               8/11/2010 3/25/2010    DEA
                               EFIS
                         adjustrd the structure of
                         the interview questions
                                                                         PACT
done   Mark   3/3/2010   and the articles to better 8/11/2010 3/3/2010
                                                                         users
                         display PROJECT and
                         OBLIGATION descrpitions
                                                        Function
  Date
             Source     Article               Field/Top al unit Productio Training
resolutio                           Dialog                                           WIKI
            document    Code                      ic   that owns n Server  Server
n needed
                                                        the issue

                       Partner    alternate
                       informatio billing     Fix
                       n          address


                       Construct Paying for modificati
                       Cost      claims     on




                                              conflicting
                                  N/A
                                              facilities




                                              Language modificati
                                  N/A
                                              for RON's on
                                  Headers
                                            fix
                                  on Tables


                                  Completio
                                            Question -
                                  n of work
                                            training
                                  date


                                                            Language/
                                              Permits
                                                            logic
                                  Scope
                                              question
                                  and cost
       Definition language
       of work    add


                   Funding     Language
R.11
                   types       mod/add
       Format      fix
       Local
       doing R/W fix
       w/o RON
                   suggestio
       PE /RE
                   n




                   suggestio
       As builts
                   n




       various     fix

       Scope   Suggestio
       Summary n
       Funding     comment
       SHS def     comment
       old
       malfunctio comment
       n
       scope
       summary fix
       3.265
       File
       handling - Qustion
       training



                   Support
                       Language
                       edit
                       suggestio
                       n
File
                       functional
creation
                       mod
page
                       Question

                                    code error




General
                       Question
Conditions



                       PACT
                       managem Support
                       ent


L.l.8                  code error


S.g.2                  Comment




                       general


             Funding Suggestio
             summary n


S.h.1                  Language



             General   Support
Scope                  language/
Summary                logic
             Funding
                     Question
             summary
                     Suggestio
[articles]
                     n
             General   Comment
R/W
Informatio              Comment
n



             Insurance Comment

                        Support


                        logic error


                        Close out language/
                        document process


                        Suggestio
             tracking
                        n

Scope
summary
             language
                      comment
             mods
                        mal
                        function


             Federal    Suggestio
             funds type n


                        language
                        error
                                      Support
                        Suggestio
                        n

                                      Support

             Funding Suggestio
             summary n
           [dropdown
           lists]




                       Comment



                                   Support




                                   Suggestio
                                   n




                       Suggestio
                       n


                       Suggestio
                       n


                       Request




                       Suggestio
                       n



           fund                    mal
dcrippen
           summary                 function


                       Request/S
           Warnings
                       uggestion
                                                  Language
08-1398   D.18          Definitions Cap
                                                  error


                                                  Request/S
                                    Warnings
                                                  uggestion


                                                  Language
08-1398   D.5           Definitions Cap
                                                  error
                        PACT
                                    Question
                        Updates
                                                  Language
08-1398   D.7           Definitions Cap
                                                  error
                                   Next to
                        General
                                   Custom
                        Conditions
                                   article text
                                    Modificati
D.7       Definitions
                                    on
                        Signal
                        project  Request
                        language




                                    Process




          Schedule                  Language



                                    Signature
                                    page



                                                  Language
08-1398   D.20          Definitions mod
                                                  error



                        Funding     request
             Funding                 Comment
             Summary                 only



                                                 Language
08-1398      D.15      Definitions Cap
                                                 error




                       s.A.47, 13 comment




                                     Comment
                                     only




                                                 Language
08-1398      D.9       Definitions Cap
                                                 error
C.b.31 and                           Language
C.b.38                               Logic
                       Funding
                       partner       Comment
                       screen
                                     clarificatio Suggestio
08-1398      D.16      Definitions
                                     n            n
                                     Language/
C.x.13
                                     Log
                                     Suggestio
                                     n


                                                 Suggestio
             D.16      Definitions
                                                 n
                                    Priority #3




                   Scope:Ge
08-1398   S.a.15
                   neral
                                    Priority #3
                   Scope            Language
08-1398   S.a.14              Cap
                   General          Error


                                    Priority #3


                   Scope            Language
08-1398   S.a.47              Cap
                   General          Error


                                    Priority #3


                   Scope
08-1398   S.a.47
                   General




                                    Priority #2




                   Scope            Language
08-1398   S.a.50              Cap
                   General          Error


                                    language/
                                    logic


                   Scope            Language
08-1398   S.f.12              Cap
                   General          Error


                                    Priority #2
                              Scope                    Language
          08-1398   S.f.33                Cap
                              General                  Error

                                          mal
                                          function

                                                       Language
                              Scope
          08-1398   S.f.33                style        suggestio
                              General
                                                       n
                                          logic/ mal
                                          function
                              Scope                    Language
          08-1398   S.f.30                Cap
                              General                  Error

                    Scope                 Language
08-1398   S.a.19
                    General               logic


                                                       Language
                              Scope
          08-1398   S.a.31                             modificati
                              General
                                                       on


                                          code error
                              Scope
          08-1398   S.a.56
                              General


                                          logic/ mal
                                                     Priority #4
                                          function


                              Scope
          08-1398   S.a.57
                              General
                              Scope                    Language
          08-1398   S.f.67                Cap
                              General                  Error
                                          mal
                                                       Priority #1
                                          function
                              Scope                    Language
          08-1398   S.f.11                Cap
                              General                  Error
                                          Added
7.4822                        as-builts
                                          articles
                              Scope
          08-1398   C.b.24
                              General

                                          Added
                              as-builts
                                          articles

                              Scope                    Language
          08-1398   C.b.24
                              General                  Error
                   C.x.2                   Billing

                              Scope
                   C.b. 36
                              General
                                           CEQA
                                           lead
                                           designatio
                                           n
                                           verificatio
                                           n
                              General
         08-1398   L.i.126
                              Conditions


                   General
10-294   S.a.16               style        Language
                   Conditions




                                    Logic/
                   Scope            language
                           CEQA tab
                   Summary          suggestio
                                    n




                                           Cost
                                           CONSTR
                                                  Logic
         7.4822                            UCTION
                                                  error
                                           SUPPOR
                                           T
                              General
         10-336    L.l.6                 Law
                              Conditions


                              Cost         Language
7.4822
                              General      Error


                              Scope
         10-336    S.a.33                  Law
                              General
                                           Cost
         7.4822
                                           General
                            Constructi
                   S.i.13              style         Language
                            on


                                       Cost          Logic
         7.4822
                                       PA&ED         error




                                                   Language/
                            Billing
                   C.x.3               Flexibility PACT
                            Article
                                                   change




                                       Cost          Logic
         7.4822
                                       PS&E          error
                                       Modify
                                                  Change in
                                       PACT
         Fed. ID            Header                policy or
                                       interview
                                                  procedure
                                       and output


                            Cost:CON
                                      Language
7.4822                      STUCTIO
                                      Error
                            N Support


                            Constructi
                                       Policy        Language
                            on




                                                     Language
                                       Definitions
                                                     Error
                                                     Language -
                              R/W
         10-329   S.h.5                  Policy      potential
                              Scope
                                                     fatal flaw


                              General
                              Condition Dialog       logic
                              dialog
                                                     Language -
                              General
                  L.l.4/4a               correct     Indemnific
                              Conditions
                                                     ation


                              Funding Format
                              summary Error


                                                     Language -
                              General
                  L.i.29/30              correct     Indemnific
                              Conditions
                                                     ation

         7.4843   N/A                    General


                                         Add
                              General
                                         articles


                              General    Language
7.4822
                              Conditions Error



                              General    Language
                              Conditions error



                                         Imdemnifi
                                         cation
                                                     language
                              Various    Language
                                                     error
                                                     language
                                         Language
                                                     error


                          Order of
                  Cost              Suggestio
                          Expenditu
                  Summary           n
                          re
                             Language
7.4843            R/W
                             update
                                        Warning
                             Recitals
                                        change



                             Scope
                                        Logic
                             Constructi
                                        Error
                             on



                             Scope   Format
                             Summary Error
                  scope   Mal
                  summary function


                             scope
                             summary


                             Section    Logic
         7.4822
                             Header     error




                  Structures Added
7.4822
                  General    Articles




                             suggestio
                                       logic
                             n
                                 Suggestio
                      output               function
                                 n




                      suggestio
                                function
                      n




                                 Suggestio
                                           logic error
                                 n




                                 suggestio
                      Info
                                 n



                                 Logic
                      Time
          Materials              suggestio
                      frame
                                 n




                      Time
          Property               language
                      frame


                      varible not
                                  mal
          Funding     showing
                                  function
                      properly
                                 s.A.47
                                 S.f.12      language
                                 S.a.33      language
08-1398                          S.a.34      language
                                 S.a.31and
                                             language
                                 S.f.30
                                 D.7         language
                                    S.f.11,
                                    S.f.12,
                                    S.f.42,
                                    S.f.45,
                                               language
                                    S.f.57,
                                    S.f.68,
                                    S.f.19 and
                                    S.f.34

                                    S.f.45 and
                                               language
                                    S.f.67
                                    S.f.16    language
                                    C.b.26    language
                                    D.9       language
                                    S.a.33    language
                                    L.l.16    language
                                    L.l.10    language
                                    L.l.18    language
                                    L.l.23    language
                                    S.a.14    language
                                    various
                      When will
                      the
                      property
                      be
           Property             language
                      supplied
                      or
                      exchange
                      d?




                                              code error


                                              mal
                                              function

"07-4811   R.11       Recitals                language


07-4811    D.15       Definitions             language
07-4811   D.5      Defintions   language




07-4811   D.30     Defintions




07-4811   D.33     Defintions




07-4811   D.33     Defintions   language



07-4811   D.29     Defintions



07-4811   D.9      Defintions



07-4811   D.16     Defintions



07-4811            Defintions



07-4811            Defintions

07-4811            Defintions

07-4811            Defintions
                   Scope
07-4811                         language
                   General
                   Scope
07-4811   S.a.17                language
                   General

                   Scope
07-4811   S.a.28                language
                   General
                   Scope
07-4811   S.a.15             language
                   General


                   Scope
07-4811   S.a.40             language
                   General
                   Scope
07-4811   S.a.14
                   General


                   Scope
07-4811   S.a.47             language
                   General


                   Scope
07-4811   S.a.13
                   General
                   Scope
07-4811   S.a.50
                   General


                   Scope
07-4811   S.a.10             language
                   General




                   Scope
07-4811   S.a.26             language
                   General




                   Scope
07-4811   S.f.12             language
                   General



                   Scope
07-4811   S.f.33             language
                   General
                   Scope
07-4811   S.f.35             language
                   General


                   Scope
07-4811   S.a.51             language
                   General


                   Scope
07-4811   S.a.19             language
                   General
                   Scope
07-4811   S.a.34             language
                   General
                    Scope
07-4811   S.a.16              language
                    General


                    Scope
07-4811   S.a.31              language
                    General



                    Scope
07-4811   S.a.1               language
                    General




                    Scope
07-4811   S.a.56              language
                    General




                    Scope
07-4811   S.a.57              language
                    General



                    Scope
07-4811   S.a.38              language
                    General


                    Scope
07-4811   S.f.67              language
                    PA&ED




                    Scope
07-4811   S.f.34              language
                    PA&ED


                    Scope
07-4811   various             language
                    R/W


                    Scope
07-4811   various             language
                    PS&E



                    Scope
07-4811   various             language
                    R/W
                   Cost :
07-4811   C.b.27             language
                   General



                   Cost :
07-4811   C.B.28             language
                   General


                   Cost :
07-4811   C.B.25             language
                   General


                   Cost :
07-4811   C.B.37             language
                   General

                   Cost :
07-4811   C.f.3              language
                   General
                   Cost :
07-4811   C.B.33             language
                   General
                   Cost :
07-4811   C.B.4              language
                   General


                   Cost :
07-4811   C.B.23             language
                   General


                   Cost :
07-4811   C.B.26             language
                   General


                   Cost :
07-4811   C.x.13             language
                   General

                   Cost :
07-4811   C.b.24             language
                   General
                   Cost :
07-4811   C.b.24             language
                   General




                   Cost :
07-4811   C.b.38             language
                   General




                   Cost :
07-4811   C.f.4              language
                   PA&ED


                   Cost :
07-4811   C.x.1
                   PA&ED


                   Cost :
07-4811   C.x.1              language
                   PA&ED



                   Cost :
07-4811   none     R/W       language
                   support
07-4811   none      Schedule




                    General
07-4811   none                               language
                    Conditions


                    General
07-4811   none                               language
                    Conditions


          L.1.18

                    Scope
          various
                    summary




                    Scope                    Accountin
          S.a.16                                         High
                    (General)                g




          Funding Funding        Accountin
VTC                                                      High
          Summary Source         g
                Bond
CTC    L.l.27                                   High
                Language




                                                High




                           Scope -
D-10   S.g.4    AAA
                           PS&E




       S.i.13                        Language
S.i.14            Language

C.g.1             Logic
C.x.7
         D.27                language



         D.15                language




         S.a.28              language




         S.a.15              language




         S.a.40              language


         S.a.14              language


         S.a.47              language



         S.a.13              language



         S.a.2               language




         S.a.10              language



         C.b.22              language


         C.b.19              language


         C.b.29              language
C.b.25
C.b.37                        language
C.f.3                         language
C.b.33                        language

C.b.4                         language

C.b.26                        language
C.b.24                        language




C.b.31                        language




C.b.38                        language




FTA def



                              Language
S.a.52                        Modificati
                              on



                    D.5 and
                              language
                    D.18



C.b.28



          R/W
C.x.1                         logic
          Capital
          C.b.27,28,
07-4811                logic
          29




07-4811   S.a.17       Language




                       Logic




07-4811   S.a.26



07-4811   S.a.52       language
07-4811   S.a.32       language
07-4811   C.g.1        language
          Scope
07-4811                language
          summary
07-4857   S.a.15       language
07-4857   S.a.47       language
07-4857   S.a.32       language
          S.i.21,22,
07-4857
          23
                       language
07-4843
                       logic
07-4843
07-4843
07-4843                language
4                      PACT
                                                               language




                                                               Accountin
         email 4-13-09 S.a.31         automatic new
                                                               g?


                                      maintenan
                                      ce
email    N/A            pending                 language
                                      agreemen
                                      ts



                                      missing
email    N/A            Interview                  structure
                                      elements

                                                               ARRA
ASAP     email 4-14-09 new            new          new
                                                               Program

         email 4-14-09 new            new          new         Budgets




                                      Scope
         email 4-6-09   S.a.10                                 PACT
                                      general



         PACT Issue
                                      standard
         sheet PS&E     Definiition            definitions Design
                                      language
         definition
                                      ??
         email 5-6-09   S.a.10        Constructi               PM
                                      on ??


         email 5-7-09   L.l.9         N/A          signatures PM


                        various
PACT V
                        various
10.0
                        various       various

                        variuos       various      various     OCA
ASAP        email 6/19/09
not critical email 6/24/09 PACT         N/A                 OCA
                                        SCOPE
ASAP        Jul-71          warning     SUMMAR              OCA
                                        Y
ASAP        email           S.f.15                          OCA
ASAP        email           C.b.38                          OCA



PACT                                              Cost
            email           new         N/A                 PM
10.1                                              General




PACT
                            New?                            RW
10.1

PACT
                            various               various   various
10.1
PACT
            email 1-27-10 new
10.1
PACT
            email 2-2-10    definitions co-op     definitions OCA
10.1
PACT
            email 2-2-10    definitions co-op     definitions OCA
10.1
PACT
            email 2-2-10    various     co-op     various   RW
10.1
                                        SCOPE
3/15/2010                               SUMMAR              OCA
                                        Y
3/16/2010
3/30/2010                   S.a.32                          OCA

3/9/2010                                                    OCA
                                        ENV    ENV
ASAP                        ENV table                       OCA
                                        permitspermits
                                               Scope
PACT                      HM scope
                                   N/A         and cost     ENV
10.1                      and cost
                                               general
PACT        email 6/11/09 various  contributio various      OCA
10.0                               n
ASAP                      D.1      definitions              ENV
                       pre-
ASAP                            B&P          B&P        OCA
                       approved

                                 CON
next                                                    Accountin
                       C.x.7     Capital     Const
version                                                 g
                                 cost




          ???          various




                                             General
                       new       automatic              Audits
                                             Conditions
                       S.a.52,
ASAP
                       C.b.28
                       S.a.51,
ASAP
                       C.b.27



                       L.l.4,
                       L.l.4a,               General
          LL 4-16-09             N/A                    Legal
                       L.l29,                Conditions
                       L.l.30

                                 Constructi
                                            Const       OCA
                                 on

PACT
          email 1-26-10 new      cost CON
10.1
                                       ENV     ENV
30-Mar-10                  ENV table                       OCA
                                       permits permits
                                       SCOPE
3/30/2010                              SUMMAR              OCA
                                       Y
                           S.h.4,
                           S.i.17,
                           RE, etc


PACT                                   General
            email 6/11/09 L.l.8                   Legal    Legal
10.0                                   Conditions



various     TBD            various     various             ENV


                                                                        added to
                                                                        WIKI as
                                                                        approved
next
            email          C.b.29      N/A                 ENV          change
version
                                                                        for next
                                                                        PACT
                                                                        version.



                                                           Constructi
ASAP        email 4/15/09 s.i.18
                                                           on



next
            file           various     various   various   RW
version
                                                           constructi
            email          various     various   various
                                                           on


PACT        meeting                              Cost      Accountin
                           new         Cost
10.0        minutes                              general   g

                                                                        posted on
next        RW topics 4-
                           S.h.16      RW                  RW           WIKI
version     12-10
                                                                        5/12/10
Next                       S.h.6
            Mark's notes
version                    S.h.16
                                                                        New
ASAP                                                                    pages
                                                                        done
            RW topics 4-
done                       various     RW
            12-10
                                                                       posted
next       RW topics 4-                                                approved
                           new       RW                    RW
version    12-10                                                       change to
                                                                       WIKI


                                     FUNDING
  next                                                     Accountin
                           N/A       SUMMAR
 version                                                   g/PDT
                                     Y


                                                           Legal or
   ??                                                      Accountin
                                                           g

  next
           Martin's list   s.a.66                          OCA
 version

  PACT                     S.h.5 &   Scope
           email 6-8-09                                    Rw
   10.0                    S.h.6     RW
           Gary's notes              SPONSO
  ASAP                     R.29                            OCA
           4/23/10                   R
                                               Viewing
                                               the         OCA
                                               interview
                                     Proj
           agreement       R.13      Developm recitals     Design
                                     ent


  next                                                     Accountin
           PMR 2-23-10 TBD           B&P       B&P
 version                                                   g



  next                                         General    Accountin
                           new       N/A
 version                                       Conditions g
                                     FUNDING
 3/30/10                             SUMMAR                OCA
                                     Y

                                     SPONSO
 3/30/10                                                   OCA
                                     R




  ASAP     example 04-     various   various   various     OCA
 next
          none yet        S.a.32                          Legal
version
 next
          Martin's list   s.a.16                          Audits
version


          WMR list of
          notes from
                                                public
  ??      3/22/10 PACT S.a.33      N/A                    DEA
                                                records
          Mgmt Team
          mtg.


          WMR list of
          notes from
                                   Env          Env
  ??      3/22/10 PACT S.a.67                             DEA
                                   Permits      Permits
          Mgmt Team
          mtg.

          WMR list of
          notes from
                                   Env          Env
  ??      3/22/10 PACT n/a                                DEA
                                   Permits      Permits
          Mgmt Team
          mtg.



 next     Gary's notes
                          s.a.62   n/a                    Audits
version   4/23/10




                                                                   Proposed
                                                                   change
 next     Gary's notes
                          S.a.33   n/a                    Legal    added to
version   4/23/10
                                                                   TALK
                                                                   page.


                                   constructi
ASAP      none            n/a                             OCA
                                   on




          07-4811         C.b.16

                                   partner
 next
          none            none     informatio             OCA
version
                                   n
 next     Gary's notes
                         S.a.47    n/a                   OCA
version   4/23/10

                                                                      need to
                                                                      add
 next
          various        various   n/a                   OCA          formatting
version
                                                                      rules to
                                                                      WIKI
                                                         OCA
                                                                      posted to
                                                                      WIKI with
                                                                      some
                                   constructi constructi constructi   clarificatio
ASAP      email 4/15/09 new
                                   on         on         on           n
                                                                      questions
                                                                      for Rick.
                                                                      5/12/10
                                                                      posted to
                                                                      WIKI with
                                                                      some
                                   constructi            Constructi   clarificatio
ASAP      email 4/15/09 new                   Constr
                                   on                    on           n
                                                                      questions
                                                                      for Rick.
                                                                      5/12/10
                                   Constructi Constructi Constructi
ASAP      email 4/15/09 new
                                   on         on         on
                                                                      posted to
                                                                      WIKI with
                                                                      some
                                   Constructi Constructi Constructi   clarificatio
ASAP      email 4/15/09 new
                                   on         on         on           n
                                                                      questions
                                                                      for Rick.
                                                                      5/12/10
                                                                     posted to
                                                                     WIKI with
                                                                     some
                                  Constructi Constructi Constructi   clarificatio
ASAP     email 4/15/10 new
                                  on         on         on           n
                                                                     questions
                                                                     for Rick.
                                                                     5/12/10




                                  Constructi Constructi Constructi
ASAP     email 4/15/11 new
                                  on         on         on




         Gary's notes
TBD                     S.g.1     n/a                   RW
         4/23/10


         Gary's notes
TBD                     S.a.30    schedule              OCA
         4/23/10

                                                        Accountin
7/1/10   emails         various   various
                                                        g

7/1/10   none           various                         OCA
7/1/10   email 5/17/10 L.i.6                                 Legal?




                                                             Accountin
 ??      email 5/28/10 new           N/A
                                                             g/PM


                         interview
7/1/10   email 6-22-10               various                 OCA         N/A
                         warnings


ASAP     none            B&P


 n/a     email                             n/a         n/a   Legal       add


 n/a     email              n/a            n/a         n/a   RW          add



         suggestion                                          R/W,        already up-
ASAP                     S.a.19      n/a
         form                                                Legal       to-date


                                                                         need to
         suggestion                                                      check
ASAP                     S.a.60      n/a         n/a         OCA
         form                                                            consisten
                                                                         cy
                                                                        not sure
                                                                        how to
                                                                        incorporat
                                                                        e this
                                                                        comment
                                                                        because it
 n/a      email 7/28/10 n/a         n/a       n/a   Legal??
                                                                        is not
                                                                        directly
                                                                        related to
                                                                        a specific
                                                                        componen
                                                                        t of PACT.

                                                                        add
          email 8/16/10             n/a       n/a   OCA                 clarificatio
                                                                        n


                                                                        add
          email 8/16/10             n/a       n/a   OCA                 clarificatio
                                                                        n

          suggestion
ASAP                      c.b.29    N/A       HM    OCA         x   x   checked
          form
          suggestion
ASAP                      R.28                      OCA         x   x
          form
          suggestion
ASAP                      S.f.12                    OCA         x   x
          form
          suggestion      S.a.33,
ASAP                                                OCA         x   x
          form            L.l.42
          suggestion
ASAP                      s.i.30                    OCA         x   x
          form
                                    project
7/1/10    none            header                    OCA
                                    info

ASAP                      new                       CONST


 next     suggestion
                          various   B&P       n/a   OCA                 n/a
version   form
 next                     various                   Accountin
          email 7/27/10             B&P       B&P
version                   B&P                       g



          WMR list of
          notes from                SCOPE  SCOPE
  ??      3/22/10 PACT N/A          SUMMAR SUMMAR DEA
          Mgmt Team                 Y      Y
          mtg.
                     Project
3/30/10   rtf file   Developm   OCA
                     ent
                                     Notes




take action or need to take action




Action completed with result




Action on hold
with PACT 10.1
Not necessary
Gary to complete language vetting sheet




Pending Audits/Accounting decision on what the appropriate date is. Will be
rolled into new Audit articles. 12-09




vetted through legal
5-20-09 Emailed HQ RW for theie consideration of this issue.
5--29-09 email response:
We talked it over and are think the language is good as is. It hasn't been a
problem so far, and is technically correct, since the Cert does need to
precede advertisement.
Suzette M. Musetti, Chief
Office of Appraisals and Local Programs
Consider - need to discuss with HQ coop PACT development
This doesn't make sense as written


Definition is fine as is.
Definition is from the Implementing Agency Guidance




Not necessary.

Resolved wth similar adjustment
Done




Only a question



This is not a constuction only article
Implementing agency is responsible




question only
language is HQ approved
This article is mandating that work stop.No change is necessary.




Environmental commitments are identified elswhere. I understand the
concern but DEA has not defined many terms of the mitigation process.
Article does not refer to parties not part of the agreement.



Misunderstanding of article
This modification is agreement specific only.




This revsion is built into PACT but Project Management has given an
umbrella exception to this issue so the new work is turned off.

5-20-09 Recent events related to DD-90 and legislation warrant that this
issue be watched because it may be turned back on. WMR
PACT administrative issue




Style change only. Not enough information for further consideration.


Style change only. Not enough information for further consideration.


Style change only. Not enough information for further consideration.



Style change only. Not enough information for further consideration.



Style change only. Not enough information for further consideration.




Style change only. Not enough information for further consideration.



Style change only. Not enough information for further consideration.


Style change only. Not enough information for further consideration.


Style change only. Not enough information for further consideration.
Style change only. Not enough information for further consideration.




Style change only. Not enough information for further consideration.




Style change only. Not enough information for further consideration.
PACT workflow issue. Already discussed and dismissed.




Style change only. Not enough information for further consideration.




See also issue 2270
Comment comes as a result of an audit.




Gary forwarded this article to me from the ARRA Delivery team. There is still
a need for a formal owner for ARRA related issues.
Gary received this from Faradad. LOTS of history behind this particular
article, but it is also part of the language requested by Audits.




email from Rubin Woo via D-4 Co-ops.


Email Encroachment permits and got a response 5-21-09. Should be done
per encroachment manual policy. District Permit Engineer makes the call.


I believe that this is not an issue as it was considered at length in PACT
development. Getting a resolution should be the responsibility of the District.
Martin pointed out that 9.1 3/31/08 version is not working. PACT 9.1 5/26/09
should catch it.
This adjustment came form a discusiion regarding billing and payment and
the push to simplfy the level of financial detail captured in a co-op.
There is a conflict between phases when a different selection of permits and
responsibilities is made.
This idea has been around for a while but has not been a priority. It has been
brought up again as part of D-7's introduction of PACT to LAMTA.
This work was completed by Brinton while building WBS 10. It was requested
by Planning as part of their effort to get reimbursed for PID oversight and
work efforts. Legislation was deferred.
email
Worked with D-3 for a work-around by adding priviledges. Brinton
investigating.

Discussed with Brinton 6/26/09. He is fixing in 9.1 and 10.0.

email from Allison asking for fix.
email from Allison. Fixed in production RTF and review LL




Clark Paulsen OK'ed article 12-28-09. Sent to Allison for final edit.




Left over from last major PACT version. Gary asked that this be resolved.
Brinton working on this 1-21-10.
Demonstrated it to RW and they like it. 1-27-10

Gary asked that these be revised.


original email was 9-09.


Came from a review of the LSI.

Came from a review of the LSI.

Came from a review of the LSI.

Specific to Utilities that require that all child activities be completed by the
same party.




assign District Manager access

PACT glitch. Sent to HotDocs 3/1/10

Gary asked that this be revised.
2-2-10. The existing article looks OK. I emailed Gary for clarification.

email on file
PMT mtg 3/22/10
Discovered on agreement 8-1464. Not pulling in the approriate B&P articles.
Brinton worked on this as part of the upgrade 2-26-10. Needs testing


Construction wants additional C.x.7 for Construction Capital Costs




"WORK" has been redefined in PACT 10.0 and therfore the "completion of
WORK" articles have been changed too. We will have to see if this resolves
the issue. Don't know who the author of this comment is.




Done

Found while reviewing rtf file.




Just a clean up of redundant language.
PACT 10.1




Accounting email to D-7. Initial assessment is that these are not necessary.
improved functionality. Pending conversation with ENV 3-22-10.




We have looked into this before but the resolution needs to be implemented.
This issue came full circle and we are now adding specific articles in for
licensing, etc.
email on file
Left in PACT 10.1. Need more information about what the issue is and how
to fix. 2-23-10.
This has been a one time concern that has not come up again from anyone.
5/5/10
changes anticipated to various articles, ENV permits table, SCOPE
SUMMARY, and possibly interview questions.
Met with Gregoria and Karen 4/30/10. Gregoria is going to confirm everything
with Kelly.



this change has been confusing due to various directions on weather it is a
fatal flaw or not. Final decision on 5/11/10 that it is not a fatal flaw.




Part of list of changes from Construction.



Talked to Carol and got resolution on the issues in March.
Need to confirm implementation. 5/5/10



A concern about addressing savings was raised by local agencies during the
monthly phone conference. Gary will draft an article to be included in COST
GENERAL for all agreements.
2-2-10, This is on hold pending the discussion with PRSM-EFIS.
this could be tricky because it is an issue with generating estimates now.
Perhaps PACT could include the ICRP rate that was used for the estimate.
5/18/10 Discussed with Gary and agreed that this is not the level of detail
needed in a co-op and the information is aviable in the workplan and
estimate.

Accounting is OK with the term. Legal seems to have made a change on one
agreement only.


http://www.dot.ca.gov/hq/LocalPrograms/lam/lapm.htm


email on file
TO 31 sent 6/8/09
HotDocs working on revision. Warning in the interview is working 5-18-10 but
still not printing.




use "PID" if a change is necessary.




Example co-p 08-1451 (not in PACT)



Want to emphasis that this is not a static issue during the project life. Use the
term "periodically".




Details sent to HotDocs for assistance
5/10/10 Issue investigated. Seems to be OK as far as programming but other
issues found with RW support billing and Payment. The issue is that PS&E
and RW Support are combined into a single B&P statement. Working to re-
program.
5/18/10 updated HDcaltransBUSS.dll file. Interview works but still doesn't
print.
5/20/10 updated files and all works fine. Moved to Production server.
Apparently this revision has been vetted and approved. Gary to provide
information.




Issues raised with DEA at PACT Mgmt Team Meeting 3/22/10.
Additional meeting to discuss details 4/27/10. All issues unresolved until Kelly
reviews.



Issues raised with DEA at PACT Mgmt Team Meeting 3/22/10. Issues
involve default values in table are wrong, titles need revising/expanding, list of
permits needs confirming, use of a null value article, treatment of ECR, local
permits, any needed resource information for PACT interview, etc.
Additional meeting to discuss details 4/27/10. All issues unresolved until Kelly
reviews.


Issues raised with DEA at PACT Mgmt Team Meeting 3/22/10.
Additional meeting to discuss details 4/27/10. All issues unresolved until Kelly
reviews.




Already vetted for use with VTA.
Why do we need to include this article? See comment in WIKI. Legal asked
to review on WIKI Talk page.
5/24/10 email from Meera to remove this article.
Part of list of changes from Construction.




Part of list of changes from Construction.




Part of list of changes from Construction.




Part of list of changes from Construction. Related to Item 2338.
Part of list of changes from Construction.




Part of list of changes from Construction.




This can not be dealt with alone. It is part of the bigger issue of PS&E only or
RW only agreements.




Moving to a single to figure per FUNDING PARTNER was approved by
Accounting and PM. The figure must be a total commitment and the
component must be fully funded in the co-op.
Special article programming.
Legal response:
I don't think we permit an unilateral termination of the cooperative
agreements by local agency. The department in the past has given some
exceptions to this rule, based on risk analysis on a case by case basis. I
understand that they seek to include this unilateral termination only in project
development agreements and not construction agreements. However, it is
my opinion that they cannot seek this blanket change to all their agreements.
However it could be permitted on a case to case basis, based on a risk
evaluation.




Not sure where to go with this as PM and Accounting discuss.




Billing and payment uinterview is not being generated by Construction Capital
funds.
Resolution loaded on training server, 7/19/10.
request for simple explanation made to Meera 7/26/10.
Explanation provided 7/27/10.




There were three uses of the words "principles", one of which was incorrect.
Oops.
email response provided 8/16/10




email response provided 8/16/10


WHOA this is embarrassing - for all of us. How many co-ops have gone out
with that blip? Should not be a critical issue.




new format of project indentifiers. Consider keeping EA and adding the new
EFIS project number.

need to resolve potential conflicts due to new arrangments.

I believe this issue is based on the WBS elements that are locked to Caltrans.
PACT is not differentiating them as non-reimbursable elements. A fix has
been developed and is part of PACT 10.1 EFIS.
Email from Gary with suggestions
Issues raised with DEA at PACT Mgmt Team Meeting 3/22/10.
Additional meeting to discuss details 4/27/10. Suggestion that all elements
that are locked to Caltrans are not to generate B&P articles. All issues
unresolved until Kelly reviews.
5/27/10, resolved with DEA. Passed on to HotDocs for confirmation.
6-15-10, PACT does not have any special action codes for this. I asked
HotDocs to develop one for PACT.
7-19-10, HotDocs sent a Special Action. WBS updated on training server.
Testing still necessary.
8/11/10 testing looks good.
Verify
Applicable indirect costs are determined by the type of funds being used to
pay for support. State and federal funds are subject to the Program
Functional Rate. Local funds (Measure money,developer fees, special
assessments, etc.) are subject to the Program Functional Rate and the
Administration Rate. CALTRANS establishes the Program Functional Rate
and the Administration Rate annually according to State and Federal
regulations. Invoices for CALTRANS support costs include all direct and
applicable indirect costs.
Vet with PMT
PACT Task Orders
updated 6-21-10

Number              Topic            Start date       Status   Complete date
   3   Posting instructions to ADD   4/15/2009
       dialog page
  13   Contribution Only template    4/13/2009    testing




  14    LL vs RTF revisions          11/15/2008   working




  15    SPONSOR to PROJECT level      6/1/2009    Done                10/1/2009
17   Modify article S.a.16     4/13/09    working
18   IQA template              on hold
                               6-2010




24   Audit Language            4/15/09    working




26   Construction articles      new

27   CALTRANS as IA             new




30   Resident Engineer          new

31   Articles S.h.5 & S.h.6   6/8/2009    working

32   Amendment template       10/1/2009   working


34
35
36
37
38
39
40
                    Notes                           Item      Assigned to
                                                    2047     Mark

Template originally developed as hard copy                   Mark           Jean
only. LAN Engineering developed version in
HotDocs, which was given to Jean for
examination. Mark worked on billing and
payment options and provided some design
points for new interview and returned to Jean 4-
12-09.
Allison working on reconciling the current LL      various   Mark           Allison
and the current RTF. Several issues have            1002
been worked on as part of this effort including     2057
PARTNER, WORK, extraneous articles,                 2072
gammar, etc.                                        2075
                                                    2076
                                                    2096
                                                    2107
                                                    2132
                                                    2133
                                                    2135
                                                    2136
                                                    2137
                                                    2138
                                                    2139
                                                    2140
                                                    2141
                                                    2147
                                                    2149
                                                    2215
                                                    2053
                                                    2096
                                                    2187
                                                    2235
                                                    2235
                                                    2237
                                                    2244
                                                    2245
                                                    2246
                                                    2253
                                                    2257
                                                    2259
Revison to be made for PACT V 10.0                  2258
                                                    2276     Mark           Jean
Article S.a.16                                   2192     Mark   Allison
Need to collect IQA issues and resolve          various   Mark
                                                 2054
                                                 2232
                                                 2236
                                                 2238
                                                 2239
                                                 2240
                                                 2241
                                                 2254
                                                 2184
                                                 2185
                                                 2244
                                                 2224
                                                 2289
                                                 2252
Audits wants standard language added to all co- 2192      Mark   Allison
ops.                                             2262
                                                 2074




remove select articles when Caltrans is doing     2265    Mark
work                                              2191
Look into issues/opportunities when Caltrans is   2065    Mark
IA                                                2077
                                                  2150
                                                  2252
                                                  2054
Adjust the use of the term Resident Engineer      2275    Mark

modifications per HQ RW                           2278    Mark   Allison, Jean

Provide a template for PACT amendments            2284    Mark   Jean, Brinton
                                  Notes
5-5-09 Testing in latest RTF

5-5-09 Complete and loaded on to test server 5-4-09. Needs testing now




5-5-09 Revisions substantially complete. Needs final review and then onto
Jean for input to PACT V10.0




OK from Gary 5/14/09. Introduced to Jean 5/19/09. discussed interview
modifications.
6-1-09 Wrote up the PTO and sent to Allison and Jean.
6-11-09 Allison returned
7/14/09 Incorporated Jim Douglas's change and sent back to Allison and Jim
as approved.
5-4-09 Allison's version sent back to Audits for review.
5-14-09 Met with Audits for a discussion. I captured some changes and sent
them back to Audits after the meeting for them to revise.
6-1-09 Reminder email to Audits.
7-7-09 Comments provided by Audits.
7-23-09 Meet with Audits and Allison. Great progress and a few minor
questions remaining.
Martin has provided a list of suggested articles for this effort




5-21-09 discussed with Rick Gifford. He forwarded some Construcion policy
information.
6/8/09 received issue, prepared and sent new TO to Allison.
6/11/09 Allison returned TO
6/25/09 discussed feasibility and design issues
10-09 Martin working on template format
PACT Task Orders
updated 12/09
Number Topic                            Start date        Status    Complete date


       Error 500
   1                                   yes            monitoring   yes

   2   Logic for S.i.16 and S.i.18     yes            done         yes



       Activity 3.260

   4                                   yes           done          yes
   5   Section Headers w/o articles        1/28/2009 Done          yes
   6   Federal ID number               yes           Done          yes
   7   Source Inspection               yes           done          yes
       Resolutions of Necessity
   8                                   yes            done         yes
   9   Effort as a default selection   yes            done         yes
       Formal name of partners on
  10   signature sheet                       1/28/2009 Done        yes
       COST SUMMARY save
  11   function                        yes            monitoring
  12   WBS 10 conversion                 4/15/2009    Done               12/23/2009




  16   Revise Website references
                                       4/15/09        done                4/23/2009
  13
  14
  15
  16
  17
  18
       State Furnished Materials -
  19   language                        yes            Done         yes
       State Furnished Materials -
  20   Logic                                2/3/2009 Done          yes
  21   CT and LA database feature        2/3/2009    Done                  8/1/2009




  21
  22   Signature page formating               2/3/2009 done        yes
  23   Contact information printout           2/3/2009 done        yes
  24
25   ARRA language                 4/15/2009 Done        7/14/09
                                             in 9.1PID
                                             update



26
27

28   RW Cert article
                                   5/20/2009 Done        5/029/09
29   Encroachment Permit           5/29/2009 Done                8/11/2009
     adjustment




30
31
32
33   Informal - District manager   6/24/2009 done                  9/15/2009

34
35
36
37
38
39
40
                     Notes                         Item     Assigned to

Work has been done on this issue on serveral
occasions. The number of Error 500 reports
has diminished but we are still moitoring.

State Furnished materials                          2093


This issue has a general exception from PM.
Therefore this should not be implemented.
The programming is built but is currently
turned off.
                                                   2097
                                                   2078
                                                   2079     Martin
                                                   2043
Does this need testing??                           2059     Martin        Testing needed
Can be unselected.                                                        Testing needed

                                                   2023     Dean
Brinton has worked on this area but may still
need task order.                                   2044
 Brinton has built a tool to allow a changes by   various   Mark
OCA. Brinton working on display of SCOPE           2071
SUMMARY.                                           2020
                                                   2197
                                                   2277
Need to re-examine the appropriate level of
detail for websites references                     2125     Mark          Allison and Cindy




                                                   2093     Gary

                                                   2093     Gary
Brinton connecting different features to the      various   Mark          Brinton
database for more effective use and                2103
management.                                        2049



                                                            Gary
                                              2263   Mark   Allison




Does this need to be modified?                2080   Mark
include charging practices                    2268   Mark   Allison, Jean




PACT users designated as District Managers    2283   Mark   Brinton
are not able to manage othe District co-ops
5-5-09 Substantially done. Some locks still needed. Also includes an
adjustment of SCOPE SUMMARY back to the format of WBS.
12/23/09 Used WBS management tool to modify WBS 10.0 to WBS 10.1
WMR

5-5-09 Policy developed.
5-28-09 In the update for 9.1




5-5-09 Substantially complete but not yet integrated with latest RTF for PACT v
10.0.
5/20/09 Brinton demonstrated this feature for Caltrans and Partner contact
information. It worked well. Decided to lock the interview fields and rely on the
database for managing the information.
5-5-09 Asked Chris Innoyue about language and got OK for Allison's version.
6-1-09 picked this one up again. Slight modification and sent to Allison again.
7/14/09 ARRA articles have been included in the 9.1 PID update. Not currently
implemented.




5-20-09 Emailed to RW for their input.
5-29-09 Email response from RW. Current language is OK. Issue resolved.

5-20-09 Talked to Thomas Schriber of Encroachment Permits. Article should
reflect the current EP guidelines.
5-29-09 PTO 29 written and sent to Allison.
6-2-09 PTO return by Allison. Forwarded to Rick Gifford and Thomas Schriber
for approval.
6-17-09 Approved for use. Sent to Allison for PACT 10.0



6/24/09 Brinton looking into it. He is also working on reporting feature and a
way to archive old or executed answer files.
h                             Who controls the money? (type of $))
Whose doing the work?         Caltrans (State$)                Party A (Local/Federal$)
Caltrans                      no arrangement                   Caltrans bills Party A
Party A                       Party A bills Caltrans           no arrangement
Party B                       Party B bills Caltrans           Party B bills Party A




By phase of work, there are three options for paying for work:
                            1 Percentages (amounts shown on the Cost Summary constitute the distribution of percentages)
                            2 Order of Expenditures (when amount designated as order 1 are exhausted, the amount designa
                            3 Pay for individual activities (amounts shown on cost summary are estimated, and the sponsor is




                                          This worksheet is also in the Resource Info file.
                                          If you change anything here, change it there,
                                          too.
              Party B (Local/Federal$)              Caltrans (Federal$)
              Caltrans bills Party B                no arrangement
              Party A bills Party B                 no arrangement
              no arrangement                        Party B bills Caltrans




 tute the distribution of percentages)
1 are exhausted, the amount designated order 2 kick in)
ary are estimated, and the sponsor is responsible for securing any additional funds)
h                                 Field

Billing & Payment Information     Which invoice method…

                                  (party billing caltrans, actual
Billing & Payment Information     cost, in arrears) Thirty days
                                  prior…


Billing and Payment Information   (dialog)


Billing and Payment Information   (dialog)


Caltrans Information
Partner Information



Construction Information          (dialog)

Funding Summary (prev. Cost       [all IQA amounts and
Summary)                          calculations]
Funding Summary (prev. Cost
                                  Funding Resource
Summary)
Funding Summary (prev. Cost
                                  Funding Detail
Summary)
Funding Summary (prev. Cost
                                  [page]
Summary)
Funding Summary (prev. Cost
                                  [dialog/page]
Summary)
Funding Summary (prev. Cost
                                  [page]
Summary)


End of Interview                  (dialog)


Funding Partners

Funding Partners                  [party] will sponsor…
                                  Partner (Yes answer to "Will
General Conditions
                                  any material…)
                                  Who will provide the
Materials
                                  materials?

Partner Information               Referred to as (AKA)


Partner Information               ZIP code
                                This agreement will include
Project Development Agreement   work in the following project
                                development phases.
Project Information             Agreement Type
                                Agreement Type
Project Information
                                District Agreement Number
Project Information             EA
Schedule                        Construction change orders


                                (Summary View and Detail
Scope Summary
                                View)


                                (Summary View and Detail
Scope Summary
                                View)
Scope Summary                   [IQA page]

                                (Summary View and Detail
Scope Summary
                                View)
                                (Summary View and Detail
Scope Summary
                                View)
Spending Summary
Funding Summary (prev. Cost
Summary)


Project Information             EA




Scope Summary                   N/A



Scope Summary
Funding Summary                 Close button
Spending Summary



Resource Links                  Imp. Agency Guidelines


Resource Links                  [new button]
                                 WBS activity 4.225.55.25
Scope Summary
                                 Right of Way Condemnation




General Conditions               Termination date

                                 What is going to be
Project Development Agreement
                                 exchanged…
Project Information              Federal Number(s)

                                 Briefly describe scope and
Project Development Agreement
                                 location…


Project Development Agreement    Previous agreement number


                                 Previous agreement effective
Project Development Agreement
                                 date

Funding Partner [non-Caltrans]   Fund Type



Scope Summary                    [page]



Add Additional Articles          [multiple prompts]
                                 In addition to the Scope
General Conditions               Summary and Cost
                                 Summary…
[Finish page]
                                 You're document is pre-
[Finish page]
                                 approved.
                                 Does Caltrans have
Funding Partner [non-Caltrans]
                                 permission…

RW dialogue                      all

Scope Summary
Funding Summary                  Close button
Spending Summary
Revision notes or questions
If you select "In Arrears":
The "Thirty days prior…." variables should be filled in with the party names
from previous questions.

The "installments" fields are displayed here instead of the "in arrears" fields.


Issue: It appears that when the user changes other information in the
agreement, such as the Partner AKA name or the Cost Summary (fund types),
the summary table is not updated. We did not test any other scenarios.

Issue: Changes to this page are not saved on either CLOSE or CONTINUE.
Make it clear there are three sections in both of these dialog boxes (a divider of
sorts, maybe):
Project Management Contact Information
Billing Contact Information
Signature Page Information (first field is Who will approve this agreement?)
This dialog should not display if Construction is not selected on the Project
Development Agreement dialog (This agreement will include work…)
We no longer need the IQA fields and calculations on the Cost Summary.
Please delete them. (Max, we hope this makes life easier.)
Rename this column "Funding Partner"

Rename this column "Funding Type"
Change the title to:
Funding Summary: Where the money is coming from
Change the name of this spreadsheet and dialog to Funding Summary
The Cost Summary is not updated when the user changes other information in
the agreement, such as the Partner's AKA name. We did not text any other
scenarios.
We finished an answer file with a couple of questions left blank, and it says we
have 17 unanswered questions. We could not find 17 unanswered questions.
Add a summary table that shows the totals of the percentages entered when
the totals do not equal 100% (by phase)
Add percentage fields for R/W support and R/W capital, and CONS support
and CONS capital.
Issue: The partners dropdown is not working. We get no choices.
Since this is a repeating dialog, the user should not be allowed to select both/all
parties. Instead, the materials/supplies provided by each party should be
outlined on separate dialogs.
The answer to this question (the partner's informal name) should be formatted
as all CAPS in the printed agreement.
We'd like to make this field accept only up to 10 digits so the user can enter a
five-digit ZIP (xxxxx) or a five-plus-four-digit (xxxxx-xxxx) code, but no more
than that.
Selecting "All of the above" does not appear to select Right of Way and
Construction (the dialogs for them do not appear).
Delete all options except for Amendment to Previous Agreement and Project
Development Agreement.
Swap the order of these two question so that District Agreement Number is the
last question asked on the dialog.
The format looks funky today, 11/21/06. Please double check to make sure it's
okay.
Move to Construction Info dialog.
If the user marks an item as "N/A" and that item is an expandable task, mark
all corresponding subtasks with N/A as well.

Also, add a generic article to the agreement that says something like: "Tasks
designated as "N/A" on the Scope Summary will not be performed."
Question: Is it possible to put the Summary/Detail buttons on the Scope
Summary screen so the user can switch views mid-stream?
Delete the IQA page (the task items that is disguised as a WBS item). It is no
longer a question that needs to be asked.
It will be unclear to new users which view they are looking at. Could you
highlight the button identifying the view that is displayed, or gray out the button
that is not the view that is displayed?
Change the title to:
Scope Summary: Who is doing what
Change the title to:
Spending Summary: What the money is paying for
Make the dollar columns wide enough to handle $999,999,999.99


This EA needs to be 5 digits not 6.


We need to have the N/A field work sort of like any other partner. When the
user clicks a party to the agreement and N/A for the same task, expand the
task to force the user to identify which subtasks will be completed by the party
and which ones are not applicable to the agreement.
Wherever the close button appears, please add a forgiveness warning to it so
that when the user clicks close a little message appears (Changes have not
been saved. Are you sure you want to close? - or something like it) and let the
user back up to save first.

The URL doesn't work, and it appears that the two capital letters are causing it.
This is the correct URL:
http://www.dot.ca.gov/hq/projmgmt/documents/responsibilities_of_implementin
g_agencies_v22.doc
Add a link to the State Cooperative Agreement Office page at:
http://pd.dot.ca.gov/design/coop.asp
When ever this item is selected by a non-Caltrans party, the agrrement
becomes non-preapproved. Can we do a warning right there on the scope
summary when the box is checked. The warning should read "WBS activity
4.225.55.25, Right of Way Condemnation, has been selected for a Partner
other than Caltrans. Per Chapter 17 of the Right of Way Manual permission to
process Resolutions of Necessity must be granted by the Division Chief of
Right of Way. This agreement is not preapproved until that permission is
confirmed by the HQ Office of Cooperative Agreements.
Please change question to read: Agreement will terminate upon
COMPLETION of WORK. On what date do you estimate WORK will be
completed?
Change "Capital" to "Capital funding"
Change "Support" to "Support funding"
This needs to be an optional field, not required.
Question/Request: Can we have the field programmed so that if the user keys
any ending punctuation (,.;:!?) at the end of the sentence or whatever is
entered in this field the system removes it when the text prints
No matter what we key, the field always defaults to xx-xxxx, which is an
indicator of the format. It should let the user key 6 characters and then have the
system format it as xx-xxxx.

Please delete this field. We don't need it.

The dropdown list needs to include "Demo" and we need to have the ability to
type over so the user can put in any funding source they want.
Question/Request: Max, is it possible to make the chart part of the Scope
Summary a scrolling region and keep the top area (Title, buttons, run meter,
etc.) in view?
- OR -
Can we have a message in the status bar that indicates the page is processing
or working after the user checks/unchecks a box?
Change the word "clause" to "article" wherever it appears.

Change the term "Cost Summary" to "Funding Summary."

Whenever we finish without any unanswered questions, we end up with an
error stating that some questions are unanswered. We cannot see them.
Please change "You're" to "Your."

We would like add "N/A" as a third choice for the answer to this.


Please remove the questions on this page as currently shown.

The message that appears after you click the CLOSE button should have a
Yes and No buttons. Yes - close the summary. No - close the message
dialog.
Comments/Notes                                                 Date Added

    No shading = verified as not complete                      pre 10/09/2005
    Yellow shading = not verified
    Green shading = done as of 11/13
    Red letters = not done or newly requested                  10/17/2006



                                                               11/21/2006


                                                               11/21/2006



                                                               10/17/2006



                                                               11/21/2006

This change is a result of a new directive from the Caltrans
                                                               11/21/2006
Top Brass.
This will bring the terminology in line with the question on
                                                               11/21/2006
the Funding Partner dialog.
This will bring the terminology in line with the question on
                                                               11/21/2006
the Funding Partner dialog.
This was a question; we recast is as a statement.              11/30/2006

                                                               11/27/2006


The user needs to know what s/he is looking at.                11/21/2006


Answer file name is 17 questions.rtf and we'll send it to you
                                                              11/21/2006
to check out.

                                                               11/13/2006

                                                               11/13/2006

                                                               11/21/2006

HotDocs: This field allows the user to select both parties
                                                               10/17/2006
and should not.

                                                               pre 10/09/2005


                                                               11/21/2006
Jean will debug this.                                          11/13/2006


                                                               11/21/2006

                                                               11/21/2006

                                                               11/21/2006
                                                               11/13/2006


Max brought this up on the conference call.
                                                               10/17/2006
Allison: Write the language for the article.


                                                               11/7/2006
This change is a result of a new directive from the Caltrans
                                                               11/21/2006
Top Brass.

                                                               11/27/2006


This was a question; we recast is as a statement.              11/30/2006

This was a question; we recast is as a statement.              11/30/2006

                                                               11/28/2006
For the record: We realized that the 6th digit identifies a
phase of work, so if the agreement covers more than one
                                                               11/28/2006
phase then the EA for the agreement can only be 5 digits
long.

Background: The users need a way to drill down to the
lowest level in the WBS to mark tasks that will not be         11/28/2006
completed as part of the agreement.



                                                               11/28/2006




                                                               11/28/2006


Can we have this for Focus on the Future?                      11/28/2006
Can we have this for Focus on the Future? Please.              11/28/2006




                                                               11/28/2006

We thought that some users may not know that Capital and
                                                               11/30/2006
Support are funding items.
The Federal Number is not required for every cooperative
                                                               11/30/2006
agreement.
The reasoning for that is that there is a period at the end of
the sentence in the printed agreement template and if the      11/30/2006
user keys the punctuation it shows up twice.

                                                               11/30/2006

If the users want the previous agreement effective date,
they can go look it up, but we don't want to require them to   11/30/2006
go look it up.
                                                               11/30/2006



                                                               11/30/2006



                                                               11/30/2006

                                                               11/30/2006


                                                               11/30/2006

                                                               11/30/2006

                                                               11/30/2006
The warning that Max has included will be sufficient for the
RW discussion at this point. Could I please have this for      11/30/2006
Monday. Thanks

				
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