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Portal presentation to TWG

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Demonstration of the Prop K Portal for SFCTA grantee information and reporting

Demonstration of the Prop K Portal for SFCTA grantee information and reporting

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  • 1. Prop K PortalOnline Information and Reporting for Prop K Grants Bob Masys Administrative EngineerSAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY October 20, 2011
  • 2. Prop K PortalOnline information and reporting for grants (SGAs)Goals of the project: A web-accessible portal for Prop K project sponsors to view their SGA terms and submit their required periodic Progress Reports. A portal for TA Staff to accept, review, and comment on the Progress Reports. A system that tracks due dates and submissions of the Progress Reports so that users on both sides can instantly find the status of reporting for an SGA. A database that collects the data from the Progress Reports and provides meaningful summaries. SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 2
  • 3. Prop K PortalSGA Detail View: Vital statistics of any Grant (SGA) SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 3
  • 4. Prop K PortalLogging In SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 4
  • 5. Prop K PortalDashboard View: Alerts and SGAs assigned to you SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 5
  • 6. Prop K PortalSGA List View: Searchable SGAs for your agency SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 6
  • 7. Prop K PortalSearching for SGAs Only “Active” SGAs are shown by default Sort by clicking the column heading  Sort by Resolution to get chronological order  Sort by Number to order by Expenditure Plan (EP) Search by keyword, name, sponsor, or EP number  All searches are “OR” searches, so fewer search terms are best  To find an EP number 22, search for “122.” SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 7
  • 8. Prop K PortalSGA Detail View: Vital statistics of any Grant (SGA) SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 8
  • 9. Prop K PortalSGA Detail View: Tabs SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 9
  • 10. Prop K PortalProgress Report View: Viewing a Progress Report SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 10
  • 11. Prop K PortalProgress Report Edit Form SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 11
  • 12. Prop K PortalProgress Report Edit Form – behind the ? marks SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 12
  • 13. Prop K PortalPortal Reports – Expiring SGAs Report SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 13
  • 14. Prop K Portal Thank You Bob Masys bob.masys@sfcta.org 415-522-4835SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY

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