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Purpose

Enhance the functional interconnectivity between the CCCApply, the CC Promise Grant application and Project Glue, which automates the delivery of student data with colleges' student information systems (in support of AB-19).

Table of Contents
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Purpose

Enhance the functional interconnectivity between the CCCApply, the CC Promise Grant application and Project Glue, which automates the delivery of student data with colleges' student information systems (in support of AB-19).

Functionality is being built to allow for user-triggered electronic delivery of the student information required for the California College Promise (which is currently collected by the CC Promise Grant Application (BOG) directly to the college SIS via Project Glue functionality.

Development Goal

The goal of this project is to facilitate the process of pre-filling and auto-populating new Promise Grant applications with as much pre-existing student data as possible from the applicant's previously submitted application within the last 12-24 months in order to streamline the process and enhance the student experience applying for the Promise Grant.

In other words - when a student starts a new Promise Grant application for 2018-2019, the system will first look to see if the student has previously submitted an application within the past 2 years and if so, auto-populate as many fields as possible so as to simplify and shorten the process for the student.

Before we auto-populate previously existing data, we must get the student's consent ("Yes, I would like my previously submitted Promise Grant application data auto-populated into my 2018-2019 application."

Finally, we will facilitate development effort to integrate this data with the Project Glue infrastructure to satisfy the requirements for the California College Promise Grant.

Definition:

  • CC Promise Grant is now the new and official name associated to the previously known name of Bog Fee Waiver (BOGFW). 

Scope:

  • CA Promise Grant - Auto-population of applicable data from student’s previously submitted CC Promise Grant application (within the past 24 months) into the new CC Promise Grant application student is attempting to fill out.
  • CCCApply Application - Auto-population into the CC Promise Grant from the most recently submitted CCCApply application (within the past 24 months), leveraging any data fields that are applicable/relevant.
Note

This Requirements section is a working section to define page and section level details for the following. This macro will be removed when the requirements are final and approved by the Product Owner.

Requirements

1. Opt-In Disclaimer

User Stories:

Seeing Opt In/Opt-Out:

...

for the California College Promise (which is currently collected by the CC Promise Grant Application (BOG) directly to the college SIS via Project Glue functionality.

Development Goals

The goal of this project is to facilitate the process of pre-filling and auto-populating new Promise Grant applications with as much pre-existing student data as possible from the applicant's previously submitted application within the last 12-24 months in order to streamline the process and enhance the student experience applying for the Promise Grant.

  1. When a student starts a new Promise Grant application for 2018-2019, the system will first look to see if the student has previously submitted an application within the past 2 years and if so, auto-populate as many fields as possible so as to simplify and shorten the process for the student.
  2. Before we auto-populate previously existing data, we must get the student's consent ("Yes, I would like my previously submitted Promise Grant application data auto-populated into my 2018-2019 application."
  3. Finally, we will facilitate development effort to integrate this data with the Project Glue infrastructure to satisfy the requirements for the California College Promise Grant.

Definition:

  • CC Promise Grant is now the new and official name associated to the previously known name of Bog Fee Waiver (BOGFW). 

Scope:

  • CA Promise Grant - Auto-population of applicable data from student’s previously submitted CC Promise Grant application (within the past 24 months) into the new CC Promise Grant application student is attempting to fill out.
  • CCCApply Application - Auto-population into the CC Promise Grant from the most recently submitted CCCApply application (within the past 24 months), leveraging any data fields that are applicable/relevant.

...

Requirements

1. Opt-In Disclaimer

User Stories:

Seeing Opt In/Opt-Out:

  • As a student who has never submitted a CC Promise Grant application, I should not see the option for opt-in/opt-out auto-population because the auto-population functionality does not apply to me.
  • As a student who has never submitted a CCCApply application, I should not see the option for opt-in/opt-out auto-population because the auto-population functionality does not apply to me.


Info
titleREQUIREMENT

The system should will look for and auto-populate whatever data is available. If only an Apply app is found, display that information. If only a BOG app is found, display that information. Then make the The  Yes/No opt-in question as generic as possible - basically "Do you want us to pre-populate any/all data found within the last 24 months?"is generic and refers to whatever data has been previously submitted within the past 24 months.  The Yes/No question is set to "yes" by default.

Selecting Opt In/Opt-Out:

  • As a student who is submitting a new CC Promise Grant application and who has submitted either an Apply and/or CC Promise Grant application within the past 2 years, I need the ability to opt-in to the auto-population functionality so that I can navigate more efficiently through the application.
  • As a student who is submitting a new CC Promise Grant application and who has submitted either an Apply and/or CC Promise Grant application within the past 2 years, I need the ability to opt-out of using the auto-populate functionality if I don't want the system to populate certain data on my behalf so that I am forced to enter in the data on the application. 

...

Below is a mockup for how the CC Promise Grant Opt-In Disclaimer should look and read text wise if a CCC Promise Grant and/or CCCApplication was submitted in the past 24 months. Patty - please review this mockup below and advise of any changes you would like to make.in the past 24 months. 

Image Modified

Opt-In Requirements

...

Note

This is a working section to define page and section level details for the following:

  • CA Promise Grant/BOGFW - Auto-population of applicable data from student’s previously completed CA Promise Grant/BOG Fee Waiver application (within the last 2 years) into CC Promise Grant application.
  • CCCApply Application - Auto-population into the CA Promise Grant from the most recently submitted CCCApply application 


CA Promise Grant/BOGFW

The following table shows each tab/page in the CA Promise Grant, along with what fields need to have auto-population logic associated and what fields do not. Business rules are also listed, if they apply.

Page
Field Name/Label

Field Name/Label Functionality Requirements

Special Business Rules
Introduction PageN/A
  1. Auto-Populate = NO
  • Auto-populate logic is not applicable to any questions/fields on this page.

Application Year Page

  1. Select Application Year (term_code)
  2. Enter your College Student ID (if known) (student_college_id)
  3. Residency Status - Has the Admissions or Registrar's Office determined that you are a California resident? (determined_residentca)
  4. Has the Admissions or Registrar's Office determined that you are eligible for a non-resident tuition exemption as an AB 540 student? (determined_ab540_eligible)
  5. Has the Admissions or Registrar's Office determined that you are eligible for a non-resident tuition exemption granted as a result of you residing in the United States with a "T" or "U" visa (immigration status under Section 1101(a)(15)(T)(i) or (ii), or Section 1101 (a)(15)(U)(i) or (ii), of Title 8 of the United States Code)? (determined_non_res_exempt)
  6. Has the Financial Aid Office verified that you have been without a residence in the last 24 months (homeless)? If you have been homeless but not verified, check "Yes" and contact the college Financial Aid Office. (determined_homeless)
  1. (term_code) Auto-Populate = NO
  2. (student_college_id) Auto-Populate = NO
  3. (determined_residentca) Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) (determined_ab540_eligible) Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) Should this information be auto-populated if we have determined in a recently submitted CCCApply application with a residency status = CA resident? even if the application is 24 months old?
  4. (determined_ab540_eligible) Auto-populate = TBD  Same question as above.
  5. (determined_non_res_exempt) Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) TBD Same question as above.
  6. (determined_homeless) Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement)Same question as above. 

Edit Account PageN/A
  1. Auto-Populate = NO
  • The system will automatically pre-fill from the student's CCC Account information.
  • Additional Auto-populate logic is not applicable to any questions/fields on this page.
Account/Mailing Information Page
  1. All fields in Current Mailing Address Section (city, postalcode, state, streetaddress1, streetaddress2, country)
  • Street1
  • Street2
  • City
  • State
  • Zip Code

2. My current mailing address is outside the United States is enabled. (non_us_address, city, postalcode, province, state, streetaddress1, streetaddress2, country)

  • Street1
  • Street2
  • City
  • State/Province
  • Postal code
  • Country

3. I have no current mailing address because I am currently homeless. (no_mailing_address_homeless)

  1. (city, postalcode, state, streetaddress1, streetaddress2, countryAuto-populate = YES. Auto-populate functionality should be in place for all fields in the Current Mailing Address Section.
  2. non_us_address, city, postalcode, province, state, streetaddress1, streetaddress2, countryAuto-populate = YES. Auto-populate functionality should be in place for all fields in the Current Mailing Address Section.
  3. (no_mailing_address_homeless) Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) _homeless) Auto-populate = TBD  Should this be auto-populated?  

Current Mailing Address Section:

  • If checkbox for "My current mailing address is outside the United States" is enabled via a checkbox, then auto-populate should still be be applicable.
  • If checkbox for "My current mailing address is outside the United States" is not enabled, then auto-populate should still be applicable.
  • Auto-population functionality is not applicable if student clicks on checkbox for “My current mailing address is the same as my permanent address in my OpenCCC Account above.” 
Dependency Status Page 
  1. Marital Status (marital_status)
  2. Are you or your parent in a Registered Domestic Partnership with the California Secretary of State under Section 297 of the Family Code? (reg_dom_partner)

Dependency Status Questions:

3. As of today, are you married or in a Registered Domestic Partnership (RDP)? (married_or_rdp)

4. Are you a veteran of the U.S. Armed Forces or currently serving on active duty for purposes other than training? (us_veteran)

5. Do you have children who will receive more than half of their support from you between July 1, 2017 - June 30, 2018, or other dependents who live with you (other than your children and spouse/RDP) who receive more than half of their support from you, now and through June 30, 2018? (dependents)

6. At any time since you turned age 13, were both your parents deceased, were you in foster care, or were you a dependent or ward of the court? (parents_deceased)

7. Are you or were you an emancipated minor as determined by a court in your state of legal residence? (emancipated_minor)

8. Are you or were you in legal guardianship as determined by a court in your state of legal residence? (legal_guardianship)

9. At any time on or after July 1, 2016, did your high school or school district homeless liaison determine that you were an unaccompanied youth who was homeless? (homeless_youth_school)

10. At any time on or after July 1, 2017, did the director of an emergency shelter or transitional housing program funded by the U.S. Department of Housing and Urban Development determine that you were an unaccompanied youth who was homeless? (homeless_youth_hud)

11. At any time on or after July 1, 2017, did the director of a runaway or homeless youth basic center or transitional living program determine that you were an unaccompanied youth who was homeless or were self-supporting and at risk of being homeless? (homeless_youth_other)

Variable Question:

12. If your parent(s) filed or will file a ${ bogForm.taxYear } U.S. Income
Tax Return, were you, or will you be claimed on their tax return
as an exemption by either or both of your parents? (dependent_on_parent_taxes)

13. Do you live with one or both of your parent(s) and/or his/her RDP? (living_with_parents)

  • (marital_status) Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) 
  • (reg_dom_partner) Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) 
  • (married_or_rdp) Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) 
  • (us_veteran) Auto-Populate = YES
  • (dependentsAuto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) 
  • (parents_deceased) Auto-Populate = YES
  • (emancipated_minor) Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) 
  • (legal_guardianship

    or both of your parents? (dependent_on_parent_taxes)

    13. Do you live with one or both of your parent(s) and/or his/her RDP? (living_with_parents)

    1. (marital_status) = YES 
    2. (reg_dom_partner) = YES
    3. (married_or_rdp) = YES
    4. (us_veteran) Auto-Populate = YES
    5. (dependentsAuto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) (homeless_youth_school
    6. (parents_deceased) Auto-Populate = YES
    7. (emancipated_minorAuto-populate Populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) YES 
    8. (legal_guardianship) Auto-Populate = YES  
    9. (homeless_youth_hudschoolAuto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) 
    10. (homeless_youth_hud) Auto-populate = TBD  
    11. (homeless_youth_other) Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) 
    12. (dependent_on_parent_taxes) Auto-Populate = NO
    13. (living_with_parents) Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) Populate = NO

    Special Eligibilities Page
    1. Do you have certification from the California Department of Veterans Affairs that you are eligible for a dependent's fee waiver? (cert_veteran_affairs)
    2. Do you have certification from the National Guard Adjutant General that you are eligible for a dependent's fee waiver? (cert_national_guard)
    3. Are you eligible as a recipient of the Congressional Medal of Honor or as a child of a recipient? (elig_medal_honor)
    4. Are you eligible as a dependent of a victim of the September 11, 2001 terrorist attack? (elig_sept_11)
    5. Are you eligible as a dependent of a deceased law enforcement/fire suppression personnel killed in the line of duty? (elig_police_fire)
    1. (cert_veteran_affairs) Auto-Populate = YES
    2. (cert_national_guard) Auto-Populate = YES
    3. (elig_medal_honor) Auto-Populate = YES
    4. (elig_sept_11) Auto-Populate = YES
    5. (elig_police_fire) Auto-Populate = YES

    Eligibility Methods

    Method A Enrollment Fee Section

    1. Temporary Assistance for Needy Families (TANF) / CalWorks? (tanf_calworks)
    2. Supplemental Security Income (SSI) / State Supplementary Payment (SSP)? (ssi_ssp)
    3. General assistance (general_assistance)
    4. (Variable Question) - Are your parent(s)/RDP receiving monthly cash assistance from TANF/CalWORKs or SSI/SSP as a primary source of income? (parents_assistance)

    Method B Enrollment Fee Section

    5. How many persons are in your household? (Include yourself, your spouse, and anyone who lives with you and receives more than 50% of their support from you, now and through June 30, 2018). (dep_number_household/ind_number_household)

    Student and Spouse’s/RDP 2015 INCOME INFORMATION Section

    6. Adjusted Gross Income (dep_gross_income/ind_gross_income)

    7. All Other Income (dep_other_income/ind_other_income)

    8. Total Income for <year> (dep_total_income/ind_total_income)

  • (tanf_calworks) - Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) 
  • (ssi_ssp)

    _total_income)


    1. (tanf_calworks) - Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement) (general_assistanceTBD   Should these 4 questions be auto-populated?
    2. (ssi_sspAuto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirementTBD 
    3. (parentsgeneral_assistance) Auto-populate = TBD  (Patty needs to look into these more - they will change over time. Patty to provide final requirement)TBD 
    4. (parents_assistance) Auto-populate = TBD 
    5. (dep_number_household/ind_number_household) Auto-Populate = NO

    6. (dep_gross_income/ind_gross_income) Auto-Populate = NO
    7. (dep_other_income/ind_other_income) Auto-Populate = NO
    8. (dep_total_income/ind_total_income) Auto-Populate = NO

    Certification Page 

    Applicant Certification Statement 

    1. (Variable based on dependant status) - I, <"inputParentGuardianName">, am the parent or legal guardian of {bogForm.userName}" /> (parent_guardian_name)
    2. (Variable based on dependant status) - I, <"inputParentGuardianName">, am the parent or legal guardian of {bogForm.userName}" /> “I hereby swear or affirm, under penalty of perjury, that all information on this form is true and complete to the best of my knowledge. <strong>If asked by an authorized official, I agree to provide proof of this information, which may include a copy of my and my spouse's <c:out value="${bogForm.taxYear}" /> U.S. Income </strong> Tax Return. I also realize that any false statement or failure to give proof when asked may be cause for the denial, reduction, withdrawal, and/or repayment of a fee waiver. I authorize release of information regarding this application between the college, the college district, and the Chancellor's Office of the California Community Colleges." (confirmation_parent_guardian)


    I hereby swear or affirm, under penalty of perjury, that all information on this form is true and complete to the best of my knowledge. If asked by an authorized official, I agree to provide proof of this information, which may include a copy of my and my spouse/registered domestic partner and/or my parent's/registered domestic partner's 2016 U.S. Income Tax Return(s). I also realize that any false statement or failure to give proof when asked may be cause for the denial, reduction, withdrawal, and/or repayment of my waiver. I authorize release of information regarding this application between the college, the college district, and the Chancellor's Office of the California Community Colleges. (confirmation_applicant)

    • Federal and state financial aid programs are available to help with college costs (including enrollment fees, books & supplies, transportation and room and board expenses). By completing the FAFSA or the California Dream Application, additional financial assistance may be available in the form of Cal Grants, Pell and other grants, work study and other aid.
    • I may apply for and receive financial assistance if I am enrolled, either full time or part time, in an eligible program of study (certificate, associate degree or transfer).
    • Financial aid program information and application assistance is available in the college financial aid office. (ack_fin_aid)
    1. (parent_guardian_name) Auto-Populate = YES  (However Patty needs to look into these more based on this being an acknowledgement field. Patty to provide final requirement)TBD  Should this field be auto-populated considering this is an acknowledgement field? 
    2. (Variable based on dependant status) Auto-Populate = NO
    3. (confirmation_applicant) Auto-Populate = NO
    4. (ack_fin_aid) Auto-Populate = YES (However Patty needs to look into these more based on this being an acknowledgement field. Patty to provide final requirementTBD (Same question as above.) 

    Review Application Page N/A
    1. Auto-Populate = NO
    • Auto-populate logic is not applicable to any questions/fields on this page.
    Submission PageN/A
    1. Auto-Populate = NO
    • Auto-populate logic is not applicable to any questions/fields on this page.


    Non-Autopopulated Fields

    Below are the CCPG Data Elements that are not going to be a part of the auto-population feature. Patty please review these and let me know if you agree/disagree and have any edits to any of these fields. 

    CCPG Data ElementsReasoning
    app_idThis is a system generated field that is auto generated and custom for each independant application. Not applicable for auto-populate.  
    app_langThis is the language button. It's saved in the DB. Not applicable for auto-populate.  
    birthdateAlready populated from Account.  Not applicable for auto-populate.  
    born_before_23_yearCalculated on backend. this field is what is determined on the dependency status page and is used in conjunction with dependecy page questions so the other DB fields cover this. Not applicable for auto-populate. Logic is tied to this field and used to to display last 2 questions.
    campaign1Passed in from the college when they have a link to the application to their website. Not applicable for auto-populate.  
    campaign2Passed in from the college when they have a link to the application to their website. Not applicable for auto-populate.  
    campaign3Passed in from the college when they have a link to the application to their website. Not applicable for auto-populate.  
    ccc_idPassed in from student account. Not applicable for auto-populate.
    college_idSet by which college the student is applying to. Not applicable for auto-populate.
    college_nameSet by which college the student is applying to. Not applicable for auto-populate.
    confirmation_numberThis is a system generated field that is auto generated and custom for each application. Not applicable for auto-populate.
    dependency_statusCalculated based off questions the student answers on dependency status page. Not applicable for auto-populate.
    elig_bogfwCalculated field based on student answers on the application. Not applicable for auto-populate.
    elig_method_aCalculated field based on student answers on the application. Not applicable for auto-populate.
    elig_method_bCalculated field based on student answers on the application. Not applicable for auto-populate.
    elig_method_dCalculated field based on student answers on the application. Not applicable for auto-populate.
    emailValue is passed in from the student's account. Not applicable for auto-populate.
    firstnameValue is passed in from the student's account. Not applicable for auto-populate.
    ip_addressCaptured from header when the student first starts the application. Not applicable for auto-populate.
    last_pageSaved each time in the aplication as the student completes a page. Not applicable for auto-populate.
    lastnamePassed in from student account. Not applicable for auto-populate.
    mainphonePassed in from student account. Not applicable for auto-populate.
    mainphone_auth_textPassed in from student account. Not applicable for auto-populate.
    mainphone_extPassed in from student account. Not applicable for auto-populate.
    middlenamePassed in from student account. Not applicable for auto-populate.
    no_perm_address_homelessPassed in from student account. Not applicable for auto-populate.
    preferred_firstnamePassed in from student account. Not applicable for auto-populate.
    preferred_lastnamePassed in from student account. Not applicable for auto-populate.
    preferred_middlenamePassed in from student account. Not applicable for auto-populate.
    preferred_namePassed in from student account. Not applicable for auto-populate.
    otherfirstnamePassed in from student account. Not applicable for auto-populate.
    othermiddlenamePassed in from student account. Not applicable for auto-populate.
    otherlastnamePassed in from student account. Not applicable for auto-populate.
    othernamePassed in from student account. Not applicable for auto-populate.
    ssnPassed in from student account. Not applicable for auto-populate.
    ssn_exceptionPassed in from student account. Not applicable for auto-populate.
    ssn_hashPassed in from student account. Not applicable for auto-populate.
    ssn_last4Passed in from student account. Not applicable for auto-populate.
    ssn_noPassed in from student account. Not applicable for auto-populate.
    ssn_typePassed in from student account. Not applicable for auto-populate.
    status (Download status)System generated based on status of appkication. Not applicable for auto-populate.
    tstmp_createSystem generated based on status of appkication. Not applicable for auto-populate.
    tstmp_downloadSystem generated based on status of appkication. Not applicable for auto-populate.
    tstmp_submitSystem generated based on status of appkication. Not applicable for auto-populate.
    tstmp_updateSystem generated based on status of appkication. Not applicable for auto-populate.
    year_codeYear the application is being filled out for. Not applicable for auto-populate.
    year_descriptionYear description the application is being filled out for. Not applicable for auto-populate.

    ...