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Prop K Portal
Online Information and Reporting for Prop K Grants

                  Bob Masys
             Administrative Engineer




SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY
                October 20, 2011
Prop K Portal
Online 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
Prop K Portal
SGA Detail View: Vital statistics of any Grant (SGA)




      SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY   3
Prop K Portal
Logging In




      SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY   4
Prop K Portal
Dashboard View: Alerts and SGAs assigned to you




      SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY   5
Prop K Portal
SGA List View: Searchable SGAs for your agency




      SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY   6
Prop K Portal
Searching 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
Prop K Portal
SGA Detail View: Vital statistics of any Grant (SGA)




      SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY   8
Prop K Portal
SGA Detail View: Tabs




      SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY   9
Prop K Portal
Progress Report View: Viewing a Progress Report




      SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY   10
Prop K Portal
Progress Report Edit Form




      SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY   11
Prop K Portal
Progress Report Edit Form – behind the ? marks




      SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY   12
Prop K Portal
Portal Reports – Expiring SGAs Report




     SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY   13
Prop K Portal

                Thank You

             Bob Masys
         bob.masys@sfcta.org
            415-522-4835




SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY

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Portal presentation to TWG

  • 1. Prop K Portal Online Information and Reporting for Prop K Grants Bob Masys Administrative Engineer SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY October 20, 2011
  • 2. Prop K Portal Online 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 Portal SGA Detail View: Vital statistics of any Grant (SGA) SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 3
  • 4. Prop K Portal Logging In SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 4
  • 5. Prop K Portal Dashboard View: Alerts and SGAs assigned to you SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 5
  • 6. Prop K Portal SGA List View: Searchable SGAs for your agency SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 6
  • 7. Prop K Portal Searching 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 Portal SGA Detail View: Vital statistics of any Grant (SGA) SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 8
  • 9. Prop K Portal SGA Detail View: Tabs SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 9
  • 10. Prop K Portal Progress Report View: Viewing a Progress Report SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 10
  • 11. Prop K Portal Progress Report Edit Form SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 11
  • 12. Prop K Portal Progress Report Edit Form – behind the ? marks SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 12
  • 13. Prop K Portal Portal Reports – Expiring SGAs Report SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY 13
  • 14. Prop K Portal Thank You Bob Masys bob.masys@sfcta.org 415-522-4835 SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY