Att F continued. - User Stories .xlsx

XLSX spreadsheet 62 KB Posted Jul 13, 2023

Attached to: Provider Management Platform RFP
Solicitation number: S-58100-00007532
Issued by: Marion County, Oregon

About this file

Written by GovTribe AI · Apr 3, 2024

This document is a User Stories file related to a Provider Management Platform RFP issued by the state of Oregon, involving the jurisdictions of Marion County and the city of Salem. The document outlines the specific needs and expected experiences of different users of the solution platform, including administrative users, internal users (such as billing team members, agency staff, licensing specialists, and investigations managers), and external users (such as providers and families). The user stories cover a wide range of functionalities, including application management, data entry and workflow integration, compliance tracking, billing and payments, and communication between users.

The key details of the related state and local contract opportunity indicate that the Provider Management Platform RFP is being issued by the state of Oregon, involving the jurisdictions of Marion County and the city of Salem. The RFP is seeking a solution that will allow the agency to effectively manage provider data, applications, and compliance, as well as streamline billing and payment processes. The contract term and any renewal options are not specified in the information provided.

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ProviderManagementPlatform RFP FINAL - DOJ EIS CSS APPROVED 7.13.pdf	PDF	Jul 13, 2023
33180 MMCAP Infuse Notice of Solicitation for Medication Repackaging Srvs.docx	DOCX document	Jul 13, 2023
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Competitive Range Letter - PMP RFP.pdf	PDF	Jul 13, 2023
PMP RFP Addendum 1 ~2.pdf	PDF	Jul 13, 2023
Att F - System Requirements .xlsx	XLSX spreadsheet	Jul 13, 2023
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PMP RFP Addendum 2 - FINAL.pdf	PDF	Jul 13, 2023
PMP Intent to Award - Final~1.pdf	PDF	Jul 13, 2023
REVISED Attachment F - System Requirements_.xlsx	XLSX spreadsheet	Jul 13, 2023
Questions and Answers Doc - PMP RFP~1.pdf	PDF	Jul 13, 2023

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Methodolgy

User Story Methodology

The User Stories in this document are written to demonstrate the specific needs for different users of the solution platform.

This document is meant to supplement the requirements documented in the Requirements Traceability Matrix (RTM) and do not need to be scored by RFP respondents.

The tables below elaborate on:

1. How the content is structured in the user stories.

2. How the users identified within the user stories are grouped within the RTM.

Structure of the User Stories
Column Name	Details
User Story ID	A unique identifier for the user story.
Main Intent	Explains the high level purpose for each user type.
Expected Experience (User Story)	Lists a condition, what action a user will need to take, and how the system will allow the user to take that action.

User Groups in RTM	Relationship to the Agency	User Details for the User Stories
Internal User	DELC (Internal)	A field staff member including the investigative specialists, senior licensing specialists, licensing specialists, regional managers.
		An office staff member including staff members from the background check unit, compliance team, enforcement team, customer service/intake team
		A billing team member including any agency employees involved with processing the billing forms and subsidy payments to providers proving care to ERDC families (both management and specialists).
Administrative User	DELC (Internal)	An agency member with the highest level of permissions over the system.
External User	Oregon Resident (External)	Licensed and licensed exempt child care providers.
		An individual that must undergo a background check (enrollment in the Central Background Registry).
		An owner or administrator of a facility in which child care is provided.
		A licensed or licensed exempt child care provider receiving subsidy payments from the ERDC program.
Family User*	Oregon Resident (External)	A family representative / parent that is an eligible recipient of ERDC benefits for their child care.

*Note: While the Agency would like the system to be capable of creating this user grouping, this user group and type of external portal is not the immediate priority for the initial release of the Platform.

**Note: In the User Stories Tab, "DELC Agency Staff Members (All)" refers to all internal DELC users.

User Stories (2)

User Story ID	RTM User Group	User Role	Main Intent	Main Intent	Expected Experience (User Story)
AU-01	Administrative User	Administrative User	I want a configurable system that offers on-demand flexibility, so that I can make changes to the system as changes in DELC procedure or policy occur.	I want to be able to edit letter templates.	Given that employees need to send out letters to providers based off of stored templates, when I need to edit the templates due to an agency leadership directive, then the system will allow me to edit and save the updated template for employees to use.
AU-02	Administrative User	Administrative User	I want a configurable system that offers on-demand flexibility, so that I can make changes to the system as changes in DELC procedure or policy occur.	I want to be able to modify configurable fields in the system.	Given that a change in policy drives agency-wide changes in system content, when I wish to modify configurable aspects of the system, then the system will provide me with low-code tools to edit information that is pre-populated for end users.
AU-03	Administrative User	Administrative User	I want a configurable system that offers on-demand flexibility, so that I can make changes to the system as changes in DELC procedure or policy occur.	I want to be able to edit user groups/roles/access.	Given that different end users have different roles and responsibilities, when I define or modify user group rules and access permission, then the system will enforce permissions based on a user’s defined group.
AU-04	Administrative User	Administrative User	I want a configurable system that offers on-demand flexibility, so that I can make changes to the system as changes in DELC procedure or policy occur.	I want to be able to indicate the type of data field for an entry and whether it is a required field or not.	Given that data to be input in the system ranges in type and necessity, when I create a data field in the system, then the system will allow me to indicate the type (string, numerical, Boolean, etc.) and whether it is optional or required.
AU-05	Administrative User	Administrative User	I want a configurable system that offers on-demand flexibility, so that I can make changes to the system as changes in DELC procedure or policy occur.	I want to be able to access data in its raw form.	Given that data will be collected and stored in the system, when I want to access data in its raw form, then the system shall allow me to access all data stored.
AU-06	Administrative User	Administrative User	I want a configurable system that offers on-demand flexibility, so that I can make changes to the system as changes in DELC procedure or policy occur.	I want to be able view information on interfaces and data connections with external systems.	Given that data will be collected from external systems through an API, when I want to see the refresh information or health of a connection, then the system shall allow me to access connection information.
AU-07	Administrative User	Administrative User	I want a configurable system that offers on-demand flexibility, so that I can make changes to the system as changes in DELC procedure or policy occur.	I want to be able to modify configuable policies within the system.	Given that there are policies in place for data retention, when I need to represent these policies within the system, then I will be able to define the duration of time data needs to be retained within the system before it is deleted or archived.
AU-08	Administrative User	Administrative User	I want a configurable system that offers on-demand flexibility, so that I can make changes to the system as changes in DELC procedure or policy occur.	I want to be able to modify configuable notification intervals for users.	Given that internal and external users should be provided reminders for outstanding action items and deadlines, when alerts need to be sent out, then I will be able to configure the intervals and content of these notifications.
IU-BM-01	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to see all completed, outstanding payments, and due dates for billing.	Given that subsidy payments are required to be paid for ERDC cases, when I access the case record in the system, then the system will allow me to view a log of completed and outstanding payments and the due dates for upcoming payments.
IU-BT-01	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to communicate with an external user using the system.	Given that a provider or family has an existing profile, when I initiate correspondence with the provider or family, then the system will allow me to do so directly from its interface.
IU-BT-02	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to see and add notes on a external users profile for internal purposes.	Given that a provider has an online profile, when I need to add notes or records to a providers record, then the system will allow me to search for the provider and add internal agency notes to the provider's record.
IU-BT-03	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to create a connection between an ERDC family and a provider.	Given that a family and provider need to be matched in the system, when I receive a request for a family to be matched to a provider, then the system shall allow me to create a connection.
IU-BT-04	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to set the percentage of care for a provider.	Given that a connection is made between a provider(s) and a family, when I set the percentage of care for the provider(s), then the system will generate a billing form and allow me to issue the form.
IU-BT-05	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to initiate payments to be dispersed.	Given that a provider has submitted a completed billing form to the agency, when I process payments owed to providers and unions, then the system will allow me to initiate the dispersal of payments to the appropriate parties.
IU-BT-06	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to view payment history.	Given that an overpayment occurs, when I need to view a former month to see what was paid, then the system will allow me to view past payments.
IU-BT-07	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to request a check number to be canceled.	Given that a provider may request a replacement check, when I need to view a former month to see what was paid, then the system will allow me to view past payments so I can request that the previous check number should be canceled.
IU-BT-08	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to see the percentage of care a family is receiving for the month.	Given that a family should not exceed 100% of their care benefits for the month, when I enter the percentage of care, then the system will show that a family has been allocated 100% of their benefit levels for the month.
IU-BT-09	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to enter a reason why a family may be receiving more than 100% of care.	Given that in some circumstances, the family may be permitted to exceed 100% of their care benefits for the month, when I allow the percentage for a family to exceed 100%, then the system will allow me to enter the reasoning for exceeding the %.
IU-BT-10	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to document that a family hasn’t paid their copay when a provider informs me or submits a compliant.	Given that providers may report a family has not paid their copay, when I receive a complaint from the provider, then the system shall allow me to document that a family has not paid their copay for the month on their record.
IU-BT-11	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to verify training requirements have been met.	Given that providers must fulfill training requirements to be eligible for subsidy payments, when I want to verify their training requirements are met, then they system will allow me to search and view the provider’s profile.
IU-BT-12	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to verify ERDC family eligibility.	Given that families that qualify for ERDC benefits maintain their eligibility with Oregon Department of Human Services, when I want to verify they are still eligible within the system used by ODHS (the ONE System), then the system shall import external data for me to access.
IU-BT-13	Internal User	Billing Team Member	I want a system that promotes the consolidation of case and billing information and the automatic generation of billing forms, so that delivery to identified providers is streamlined and accurate.	I want to be able to see the quality ratings of a facility providing child care.	Given that licensed facilities are given quality ratings and may qualify for incentive payments, when I want to see their ratings, then the system shall allow me to see the raiting they are given, if any, on their profile.
IU-G-01	Internal User	DELC Agency Staff Members (All)	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and view data and information for external users across different screens.	I want to be able to track my workload and assignments.	Given that workload assignments have been or must be delegated to agency staff, when I receive, assign, re-assign, or cancel a workload assignment, then the system will provide a tracker for tasks related to the assignment.
IU-G-02	Internal User	DELC Agency Staff Members (All)	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and view data and information for external users across different screens.	I want to be able to see all of my tasks in a single place.	Given that I have been assigned multiple cases or assignmenets, when I log into the system to view or complete tasks, then the system will consolidate all tasks assigned to me across cases into a single view.
IU-G-03	Internal User	DELC Agency Staff Members (All)	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and view data and information for external users across different screens.	I want to be able to request additional information from an external user.	Given that a provider applicant has not submitted all required information in their application, when I initiate a request for additional information and specify the information needed, then the system will automatically generate the appropriate request to be sent to the applicant.
IU-G-04	Internal User	DELC Agency Staff Members (All)	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and view data and information for external users across different screens.	I want to be able to create an online profile on behalf of a user.	Given that a provider has submitted a paper application, when I enter the application information into the system, the system will create an online profile for the provider and send them credentials via email.
IU-G-05	Internal User	DELC Agency Staff Members (All)	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and view data and information for external users across different screens.	I want to be able to see an external users' information from an application on a users' profile.	Given that a provider has submitted an online application, when the I approve the application and it moves past the intake stage, then the system will automatically ingest the information from the application into the fields of the provider’s online profile.
IU-G-06	Internal User	DELC Agency Staff Members (All)	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and view data and information for external users across different screens.	I want to be able to search for a specific external user.	Given that there are many providers in a system, when I want to see a specific provider, then the system will allow me to filter and search for a provider through a search bar.
IU-G-07	Internal User	DELC Agency Staff Members (All)	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and view data and information for external users across different screens.	I want to access the system on a tablet, phone or computer.	Given that there is different technology available to users, when I want to access the system, then the system shall be accessible to me on a phone, tablet or computer.
IU-G-08	Internal User	DELC Agency Staff Members (All)	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and view data and information for external users across different screens.	I want to generate reports.	Given that data will be collected and stored in the system, when I want to generate a report or insights, then the system shall allow me to create a custom report based on my permissions.
IU-IS-01	Internal User	Field Staff: Investigative Specialist	I want a system that effectively manages data entered so that I can log and track progress of invesigtations and complaints tied to external users.	I want to be able to keep track of complaints.	Given that a complaint about a provider or facility has been received by the agency, when I want to enter in information about the complaint, then the system will allow me to log the complaint and tie it to the provider / facility record.
IU-IS-02	Internal User	Field Staff: Investigative Specialist	I want a system that effectively manages data entered so that I can log and track progress of invesigtations and complaints tied to external users.	I want to be able to add comments or information to an existing complaint.	Given that a complaint has previously been logged in the system, when I collect additional information related to the complaint, then the system will provide a space within a complaint record to document the additional information i recieve based on agency policy.
IU-IS-03	Internal User	Field Staff: Investigative Specialist	I want a system that effectively manages data entered so that I can log and track progress of invesigtations and complaints tied to external users.	I want to be able to share a draft of a findings letter with my manager for review.	Given that an Investigations Manager has to approve findings letters, when I want to have the findings letter reviewed by my manager, then the system will allow me to send the letter electronically in draft form for review.
IU-IS-04	Internal User	Field Staff: Investigative Specialist	I want a system that effectively manages data entered so that I can log and track progress of invesigtations and complaints tied to external users.	I want to be able to share the results of an investigation with a provider.	Given that the provider should be able to see the results of an investigation, when I finalize the report, then the system shall allow the provider associated to access the findings.
IU-IS-05	Internal User	Field Staff: Investigative Specialist	I want a system that effectively manages data entered so that I can log and track progress of invesigtations and complaints tied to external users.	I want to be able to share the results of an investigation with families/the public.	Given that the family should be able to see the results of an investigation, when I finalize the report, then the system shall allow me to post the findings to the child safety portal.
IU-LS-01	Internal User	Field Staff: Licensing Specialist / Senior Licensing Specialist	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and limit my duplication efforts of data entry.	I want to be able to edit or schedule an appointment on the system.	Given that a visit to a provider facility is required, when I schedule, reschedule, or cancel a visit, then the system will allow me to edit or delete appointment information.
IU-LS-02	Internal User	Field Staff: Licensing Specialist / Senior Licensing Specialist	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and limit my duplication efforts of data entry.	I want to be able to only enter information once on a tablet instead of manually re-entering the same information.	Given that I am conducting a facility visit on an e-form, when I fill out information on the e-form on a tablet, then the system will accept the information submitted and populate dependent fields with the e-form entry.
IU-LS-03	Internal User	Field Staff: Licensing Specialist / Senior Licensing Specialist	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and limit my duplication efforts of data entry.	I want to be able to association a violation/issue with a provider.	Given that a violation is observed during a facility visit, when I record the violation on site, then the system will retain the information and associate it with a provider.
IU-LS-04	Internal User	Field Staff: Licensing Specialist / Senior Licensing Specialist	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and limit my duplication efforts of data entry.	I want to be able to issue a license to a provider.	Given that all provider requirements have been met, when I complete the steps to issue a license to a facility within the system, then the system will automatically generate the forms needed for a license information packet to be sent to the provider.
IU-LS-05	Internal User	Field Staff: Licensing Specialist / Senior Licensing Specialist	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and limit my duplication efforts of data entry.	I want to be able to document my recommendation for a civil penalty.	Given that I have made a recommendation for a civil penalty, when I submit it into the system, then the system will notify my manager that a decision needs to be made based on the recommendation I entered.
IU-LS-06	Internal User	Field Staff: Licensing Specialist / Senior Licensing Specialist	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and limit my duplication efforts of data entry.	I want to be able to collect a e-signature from a provider post visit.	Given that I need to collect a signature from a provider after a visit is conducted, when I fill out the visit information on a tablet, then the system will allow me to collect an e-signature from the provider.
IU-LS-07	Internal User	Field Staff: Licensing Specialist / Senior Licensing Specialist	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and limit my duplication efforts of data entry.	I want to be able to notify staff they are assigned a new case.	Given that there are open cases for the provider licensing process, when I assign a licensing specialist on my staff to a case, then the system will notify the assigned individual and guide them to access all stored infromation related to the case.
IU-LS-08	Internal User	Field Staff: Licensing Specialist / Senior Licensing Specialist	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and limit my duplication efforts of data entry.	I want to be able to see the record of a provider so I know what is upcoming.	Given that providers need to stay up to date with required compliance items and trainings, when I am assigned a visit, then the system shall allow me to view the upcoming requirements the provider needs to be aware of.
IU-LS-09	Internal User	Field Staff: Licensing Specialist / Senior Licensing Specialist	I want a system with robust data entry and workflow integration capabilities, so that I can manage my tasks and limit my duplication efforts of data entry.	I want to be able to access records of technical assistance given in the past.	Given that providers are given technical assistance to correct errors, when I am giving technical assistance, then the system shall allow me to search and see the technical assistance documented by other field staff in the past based on search fields.
IU-RM-01	Internal User	Field Staff: Regional Manager	I want a system with robust workflow integration capabilities so that I can better assign and track assignments of staff.	I want to be able to edit assignments across staff.	Given that agency staff are working on multiple cases, when I balance case loads due to available resources within my staff, then the system will allow me to view and modify case assignments across staff.
IU-RM-02	Internal User	Field Staff: Regional Manager	I want a system with robust workflow integration capabilities so that I can better assign and track assignments of staff.	I want to be able to assign an incident/work item to multiple staff members.	Given that a task may need to be assigned to more than one staff member, when I assign a task or visit, then the system will allow me to assign multiple staff members to an item.
IU-RM-03	Internal User	Field Staff: Regional Manager	I want a system with robust workflow integration capabilities so that I can better assign and track assignments of staff.	I want to be able to provide feedback to letters or reports staff are working on.	Given that a team member may need me to review a letter or report, when I want to see the draft, then the system will allow me to view the draft and provide feedback so the team member can finalize a letter.
IU-BCU-01	Internal User	Office Staff – Background Check Unit Member	I want a system that acts as a comprehensive record keeping tool, so that I may utilize data injested and previous documentation saved for advice.	I want to be able to log the findings of a background check and be provided with a recommendation of the result.	Given that an applicant must undergo a background check, when I record the actions taken to process the background check, then the system will display if the information entered should be issued an acceptance or denial.
IU-BCU-02	Internal User	Office Staff – Background Check Unit Member	I want a system that acts as a comprehensive record keeping tool, so that I may utilize data injested and previous documentation saved for advice.	I want to be able to verify the fingerprint results were received.	Given that fingerprint data is required to complete a background check, when I reach the appropriate stage in the background check process, the system will automatically process fingerprint results from the state police and trigger subsequent workflows based on the results.
IU-BCU-03	Internal User	Office Staff – Background Check Unit Member	I want a system that acts as a comprehensive record keeping tool, so that I may utilize data injested and previous documentation saved for advice.	I want to be able to save the decisions I make regarding out of state crimes equivelency.	Given that out of state background checks require me to evaluate what an out of state crimes would be equivelent to in Oregon, when I determine the equivalent ruling for Oregon, then the system shall allow me to save the decision I make so that it can be referenced by internal users for equating similar crimes in the future.
IU-CE-01	Internal User	Office Staff – Compliance/Enforcement	I want a system that can intake information and link it to an external user, so that I may record compliance violations and track their lifecycle of enforcement.	I want to be able to associate Child Protective Services Issues with a providers record.	Given that a Child Protective Services issue has occurred, when I log the issue and associate it with a facility and an individual, then the system will retain the information on a facility’s online profile and make it available to the appropriate agency personnel.
IU-CE-02	Internal User	Office Staff – Compliance/Enforcement	I want a system that can intake information and link it to an external user, so that I may record compliance violations and track their lifecycle of enforcement.	I want to be able to record status changes of a license so families and providers are aware the status has changed.	Given that the status of a facility has changed, when I record information in the system that would justify a change of status (i.e., Active to Suspended), then the system will display the status change listed on a facility’s record and notify the individuals connected to the facility.
IU-CE-03	Internal User	Office Staff – Compliance/Enforcement	I want a system that can intake information and link it to an external user, so that I may record compliance violations and track their lifecycle of enforcement.	I want to be able to generate a legal order with pre-populated information.	Given that provider information is available within the system, when I generate a legal order for a provider within the system, then the system will automatically pre-populated known provider information.
IU-CS-01	Internal User	Office Staff: Customer Service Representative	I want a system that can intake information and link it to an external user, so that I may be able to edit and access a history of complaints received.	I want to be able to tie records of customer service requests to the provider and/or family affiliated.	Given that a complaint or customer service request has been submitted, when I connect the complaint or service request record to a family or provider profile, then the system will automatically populate any information that was previously provided electronically and allow me to edit, add, or confirm the information in the record.
IU-CS-02	Internal User	Office Staff: Customer Service Representative	I want a system that can intake information and link it to an external user, so that I may be able to edit and access a history of complaints received.	I want to be able to enter in the information I receive from any complaint/customer service call	Given that I may receive complaints on a variety of issues, when I answer a call for a complaint, then the system shall allow me to enter in the information and connect it with a parent or provider so it can be referenced in the future.
IU-IM-01	Internal User	Office Staff: Investigations Manager	I want a flexible system that will consolidate information on users so that I may be able to better support my staff in carry out more efficient investigations.	I want to be able to make edits to letters are reports directly in the system.	Given that an Investigative Specialist has submitted a findings letter to me for review, when I access the letter electronically, then the system will allow me to make edits and/or confirm the letter contents and notify the Investigative Specialist upon my approval of the letter.
IU-IM-02	Internal User	Office Staff: Investigations Manager	I want a flexible system that will consolidate information on users so that I may be able to better support my staff in carry out more efficient investigations.	I want to be able to see the records of a provider.	Given that a provider has a record of past or ongoing investigations, when I view the provider’s profile, then the system will provide me a compiled record of all related investigation history.
FU-01	Family User	Parent / Family Member	I want a singular location where I can submit information or documentation and manage my relationships and record with providers so that I can better utilize the services DELC provides.	I want to be able to request or end a provider connection.	Given that I receive ERDC benefits, when I create or access an existing online account for my family’s child care case(s), then the system will allow me to request provider connections to my case(s) and/or end existing provider connections.
FU-02	Family User	Parent / Family Member	I want a singular location where I can submit information or documentation and manage my relationships and record with providers so that I can better utilize the services DELC provides.	I want to be able to receive a notification when there is an issue with my billing/case.	Given that I have an existing family online account, when billing non-issuance related to my case(s) occurs, then the system will notify me so that I may address the problem in a timely fashion.
FU-03	Family User	Parent / Family Member	I want a singular location where I can submit information or documentation and manage my relationships and record with providers so that I can better utilize the services DELC provides.	I want to be able to access billing forms.	Given that I have an existing family online account, when I issue a missing billing form for appropriate non-issuance reasons, then the system will allow me on-demand access to and submission of these forms.
FU-04	Family User	Parent / Family Member	I want a singular location where I can submit information or documentation and manage my relationships and record with providers so that I can better utilize the services DELC provides.	I want to be able to change the percentage of care I am receiving from providers.	Given that I have an existing family online account, when I change allotted hours between multiple providers connected to my case, then the system will update hours associated with each provider for the designated period of time if time allotments aren’t locked by the agency.
FU-05	Family User	Parent / Family Member	I want a singular location where I can submit information or documentation and manage my relationships and record with providers so that I can better utilize the services DELC provides.	I want to be able to submit information requested by the agency.	Given that I have an existing family online account, when I am requested to submit information by the agency, then the system will notify me and allow me to submit the information requested.
FU-06	Family User	Parent / Family Member	I want a singular location where I can submit information or documentation and manage my relationships and record with providers so that I can better utilize the services DELC provides.	I want to be able to create an online profile.	Given that I need to access documentation, forms, and applications, when I want to do so, then the system shall allow me to create and log into an online portal.
FU-07	Family User	Parent / Family Member	I want a singular location where I can submit information or documentation and manage my relationships and record with providers so that I can better utilize the services DELC provides.	I want to submit anonymous complaints.	Given that providers may break a rule or endanger my child, when I want to submit a complaint, the system shall allow me to submit a complaint anonymously.
EU-P-16	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to access the system on a tablet, phone or computer.	Given that there is different technology available to users, when I want to access the system, then the system shall be accessible to me on a phone, tablet or computer.
EU-P-18	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to access the results of a visit.	Given that visits are conducted, when an employee visits my facility/residence, then I want to access my results online.
EU-P-01	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to create or log in to my profile online.	Given that I want to use an online portal to fill out applications or submit documentation, when Inavigate to the website application, then the system will prompt me to either create or log into an existing user online profile.
EU-P-02	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to see my application status.	Given that I have submitted a pending application and have an online account in the system, when I log into my account, then the system will provide me with the status of my application.
EU-P-03	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to choose the type application I am looking to apply for.	Given that there are multiple types of applications an applicant can fill out, when I initiate the application process online, then the system will allow me to select the type of application I want to proceed with and prompt me to provide the appropriate information for the application type.
EU-P-04	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to upload documentation and forms.	Given that the application type selected requires supporting documentation, when I have completed the required fields of the online application, then the system will prompt and allow me to upload required documentation and forms.
EU-P-05	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to see my application status.	Given that applications require review by agency staff, when I submit my application, then the system will provide confirmation that it has been received by the agency and is under review.
EU-P-06	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to keep track of my required trainings and compliance requirements.	Given that I am listed as a provider in the system database and have an existing provider online account, when I have met all of the training and/or license requirements, then the system will provide a tracker for my upcoming tasks that are due for training and compliance.
EU-P-07	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to edit my information online.	Given that I am listed as a provider in the system database and have an existing provider online account, when any piece of my personal or provider information (i.e., mailing address, phone number, site address, etc.) changes, then the system will allow me to edit my stored information on demand.
EU-P-08	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to keep track of my required deadlines to submit information.	Given that I am listed as a provider in the system database and have an existing provider online account, when I am required by the agency to submit annual or miscellaneous documents, then the system will send me a notification prompting me to do so.
EU-P-09	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to see my employees compliance information.	Given that I am the approved facility administrator for a licensed provider site and an employee record is associated with my facility, when I view the employee’s information, the system will inform me on whether the employee is in compliance.
EU-P-10	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to fill out forms online.	Given that I am listed as a ERDC provider in the system database and have an existing provider online account, when I complete a billing form, then the system will have all necessary forms available for me for electronic completion and submission.
EU-P-11	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to access my payment history.	Given that I am listed as a ERDC provider in the system database and have an existing provider online account, when I manage my account payment details, then the system will allow me to access my account payment details, request payment adjustments, and access a record of my overpayments.
EU-P-12	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to access electronic copies for letters and forms.	Given that I am listed as a provider in the system database and have an existing provider online account, when I need to fill out forms or letters, then the system will also provide me access to electronic copies of the documents.
EU-P-13	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to see the families I am providing care for.	Given that I am listed as a ERDC provider in the system database and have an existing provider online account, when I make determinations on when to start or stop providing care for a child, then the system will provide me with a comprehensive list of the ERDC families that are connected to my provider account.
EU-P-14	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to report an issue with a check.	Given that I am notified that a check has been issued to me for providing child care, when I experience an issue a regarding the check, then the system will allow me to report the problem to the agency (lost check, destroyed check, etc.).
EU-P-15	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to report that a family has not paid me their copay.	Given that I provided child care to a family, when I do not receive the copay amount the family owes me, then the system will allow me to report that a family has not paid their copay.
EU-P-17	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to track my application status.	Given that I can apply for DELC run programs online, when the I submit an online application, then the system will show and track my submission status and details.
EU-P-19	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to identify as a owner/facility administrator/facility director.	Given that owners of a facility need to have access and visibility over their employees or the individuals living in their residence, when I create an online profile, I want to be able to identify as the owner of a facility.
EU-P-20	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to access billing forms.	Given that I am providing child care for an ERDC family, when I need to submit the billing form, then the form will be sent to me monthly with the voucher information so I can fill out the level of care I provided.
EU-P-21	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to submit billing forms.	Given that I need to submit a monthly billing form, when I fill it out electronically, then I can submit it on my online account.
EU-P-22	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to access an electronic copy of my tax form.	Given that I need access to my tax forms, when tax forms are created, then I can access the form through my online account.
EU-P-23	External User	Provider	I want an interface to submit and view applications and documentation related to my status as an individual involved with providing child care, so that I can effectively work with DELC to remain in compliance as a child care provider and/or receive subsidy benefits from the ERDC families I provide care for.	I want to be able to request a findings review.	Given that I can request a findings review for a decision made, when I want to request one, then the system shall allow me to request it as long as it is in the time frame allowed.

This is the start of the file's text. The full file is on GovTribe.

File details come from the government source that posted it. Updated Apr 3, 2024.