Update FUNDING_SOURCE

[johndeange]

As per the latest CAN data from OPRE, the allowed FUNDING_SOURCE should be:

OPRE
ACF
ACF - MOU
HHS
OTHER

[kimschulke]

Need to confirm the options for Funding Source with OPRE. Per our research on CANs as part of the design work, OPRE provided us with the following options which are slightly different than whats in the spreadsheet.

Options for funding source include:

• Congress direct to OPRE
• Congress to another office in ACF (and who the partner is)
• Congress to another agency internal or external to HHS (and who the partner is)

[kimschulke]

Funding Source as discussed on 1/13

• OPRE
• ACF
• ACF MOU
• HHS
• Other

If its ACF, HHS, or Other; define Partner and Method of Transfer

If ACF MOU, it's direct

If the Funding Source is OPRE, the partner is OPRE (previously N/A or None) and the Method of Transfer is Direct

Options for funding source include:

• Congress direct to OPRE = OPRE
• Congress to another office in ACF (and who the partner is) = ACF
• Congress to another office in ACF with specific requirements on who the money has to go to/towards (and who the partner is) = ACF MOU
• Congress to another agency internal to HHS (and who the partner is) = HHS
• Congress to another agency external to HHS (and who the partner is) = OTHER

[kimschulke]

We can add these definitions to the OPS Help Center Glossary

[jonnalley]

If its ACF, HHS, or Other; define Partner and Method of Transfer

If ACF MOU, it's direct

If the Funding Source is OPRE, the partner is OPRE (previously N/A or None) and the Method of Transfer is Direct

Options for funding source include:

@kimschulke Question on the above: Is the intention for there to be frontend interaction changes such that if they choose certain funding sources, then the user must put in a partner, for example? Or another example: if the user picks ACF MOU that the method of transfer is automagically set to Direct without any addition user selection ? And if so, do we intend to make that change with this backlog item ?

[kimschulke]

updated in the OPS Business Rules Doc

[kimschulke]

@jonnalley We don't currently have a way to input or edit this information within OPS. The plan we discussed previously was to import this data from a spreadsheet every FY. For now, OPRE will email us the spreadsheet and the developers will get it into OPS. In the future, I thought we had discussed designing a way for OPRE to import a spreadsheet/bulk list of CANs directly (without emailing to the OPS devs) and also to potentially be able to create/edit this data in the frontend, if needed.

So for now that information is just context and could perhaps be built into the development work if we want to validate those associations in the initial data migration and subsequent imports.

[kimschulke]

I suppose we can either rely on the spreadsheet as fact and assume the budget team will make sure those rules and associations are correctly reflected in the spreadsheet OR we can build out some kind of validation where we are checking to make sure whatever they sent us in the spreadsheet follows those rules. I am not 100% sure if she was giving us context on how things usually go or direct business rules that need to apply in all scenarios.