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

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