Doctoral Comprehensive Portfolio — Component Status

Daniel Chang · HELPS PhD (plan HELPPHD) · Evidence spec: 2024–25 Portfolio Component Sheet · Compiled 2026-10-21

8rows fully papered
3in motion (you / draft ready)
2December items
24evidence documents on file

The Comprehensive Portfolio (2024–25 sheet)

Component / Sub-itemStageEvidence on file (click to open)
1 · SUBMISSION FORM
Doctoral Comprehensive Examination Submission FormAT SUBMISSIONFiles with the packet. Traps: 1-hour completion limit, no special characters in file names, SSN redacted (use PeopleSoft ID).
2 · GOAL STATEMENT & CURRICULUM VITAE
Goal statement (~3 pp, career goals + activities + gains)IN PROGRESSv3 draft complete in project folder — pending Daniel's edits.
Curriculum Vitae (professional standards)DONECV_Academic_2026.pdf (academic version w/ CONFERENCE PRESENTATIONS + RESEARCH; primary on dchang.net)
3 · FOUNDATIONS (all sub-items required)
3a · Intent FormDONEIntent_Form_Confirmation.pdf — MyAdvisor upload confirmation 8/28/2026, forwarded to Dr. Louis
3b · Residency requirements satisfiedDONEResidency_Report_Submitted.pdf · Zou approval email · 6 approved submissions in MyAdvisor (4/2/25, 6/6/25, 8/19/25, 8/19/26 ×2, 8/25/26)
3c · EDRS 8380, EDRS 8382, SAER 8320 (B- or better)DONEUnofficial_Transcript.pdf — all three: A
3d · ELCS 8355 + CUST 8375 (B- or better)PETITION PENDINGTranscript (CUST 8375 = A; ELCS 8380 Higher Education Policy = A, SP 2026) · 8355→8380 substitution petition drafted, ready for signatures. Dr. Hassett aware since 7/30/26: her reply context
3e · Degree plan filed & approvedDONEDegree_Plan_Approved.pdf — submitted 8/28/26; Zou 9/20, Hassett ×2 9/29, Grad Studies 9/29
4 · SCHOLARSHIP (two of four options, no double-counting)
4c · Single/co-authored presentation, qualifying conferenceDONEATGS slides (46pp) · program page · registration #697 · hotel folio — ATGS 2025, Texas A&M–San Antonio, Sep 24–26 2025
4a · Manuscript submitted to refereed journalIN PROGRESSManuscript in Daniel's hands. Submit by early–mid Nov 2026 so the editor's receipt letter exists at packet time. Will need: manuscript copy + editor receipt + journal peer-review evidence. (Rejection letter also qualifies.)
5 · TEACHING (one route required — on 5a: Graduate TA)
5a · Course syllabus (TA role documented)DONEELCS7371_Syllabus.pdf — Fall 2026, "Teaching Assistant: Daniel Chang, MPA"; Dr. Dave Louis instructor of record
5a · Student course evaluationsDECEMBERMaterialize after Dec 14, 2026. Fallback per sheet: faculty supervisor verifies role if no direct student interaction.
5a · Teaching Checklist (Appendix D)SIGN ANYTIMEDr. Louis can sign now — no dependency on semester end.
6 · PROFESSIONAL DEVELOPMENT (one required — on 6a)
6a · Workshop attendance, min. half-dayDONEworkshop agenda · registration $1,495 · hotel folio — GovAI Summit 2024, Arlington VA, Oct 27–30 2024 (Live Learning Lab 1–5 PM + Prompt Engineering Masterclass)

Supporting records behind the above

RecordStageEvidence on file
Candidacy paperIN REVIEWWith committee per Dr. Zou 10/12/26; awaiting decision + finalized rubric. Blocks portfolio review.
Candidacy policy opt-in (waiver basis)DONEDavis opt-in email 6/18/25 — also attached inside the residency report (p2); candidacy defenses marked "opted out per new policy" on the report itself
HESA waiverDONECarales email 9/30/24 —"You can disregard #6, HESA is not currently active"
Dissertation proposal + final defense attendanceDONEDeis final defense screenshot · Hettiarachchi proposal screenshot
Faculty meetings (external to advisor)DONEMorosan invite + Morgan thread
AIR membershipDONEAIR welcome email 9/17/24 — organizational member access via UH, uh.edu address
ELCS 8397 GEL = specialization electiveDONEHassett email 7/30/26 —"Yes, the 8397 counts as a specialization elective."
CUIN 8329 substitution (one advanced-methods slot)DONEpetition, all signers 8/31/26 · Hassett strategy email
Dissertation committeeDONEapproved form — Zou (chair), Louis, Li, Zhu; all four approvals 9/20–9/30/26

Course Plan — Remaining 21 Hours (7 enrollments)

SlotStagePlacement
CUIN 8329 · Academic Publishing (fills one advanced-methods slot)IN PROGRESS F26Petitioned for "either" ELCS 8330 or 8322 — slot assigned at spring planning (Hassett 8/31/26)
SPEC 8394 · University Teaching PracticumIN PROGRESS F26Approved elective (petition)
ELCS 8397 · Academic & Scholarly Writing (GEL)IN PROGRESS F26Confirmed specialization elective in writing (Hassett 7/30/26)
SAER 8388 · Residency ResearchSPRING 2027Locked (stone)
ELCS 8335 · Seminar in Adult EducationSPRING 2027Locked (stone) — closes Program Core 30/30 once the 8355→8380 petition is approved
Third spring slot: methods OR electiveSPRING 2027Depends on spring CUIN/PHLS advanced-methods offerings (no ELCS 8330/8322 in spring per Daniel 10/21)
Elective 2 (TBD — another 8397, or anything that fits)SUMMER/FALL 2027Per sheet: "last two electives based on course availability; independent study is also an option"
ELCS 8399 · Dissertation I & II (6 hrs)FALL 2027Fall 2027 + defense semester. Work itself starts earlier: proposal defense Dec/Jan → IRB → summer data collection (no enrollment needed)

The three scenarios — all end December 2027

ScenarioSpring 2027Summer 2027Fall 2027
A — a CUIN/PHLS methods course runs in spring and fits8388 + 8335 + methods core+methods DONEElective 1 (8397 IS) + Elective 2 (6 hrs)Diss I + II + defense (6 hrs, pure dissertation)
B1 — no spring methods; summer offers it8388 + 8335 + Elective 1 (8397 IS) core DONEMethods + Elective 2 (6 hrs)Diss I + II + defense (6 hrs, pure dissertation)
B2 — methods only offered in fall8388 + 8335 + Elective 1 (8397 IS) core DONEElective 2 (3 hrs)Methods + Diss I + II + defense (9 hrs — last resort)

Decisive check: spring 2027 CUIN/PHLS advanced-methods schedule (published first week of Oct — ask Dr. Hassett which fit the AI-governance dissertation). The 8355→8380 petition is the only gate on "core complete."

Open items

ItemOwnerDetail
Goal statement final editsDANIELv3 in project folder; two flagged grammar repairs already applied.
4a manuscript submissionDANIELSubmit early–mid Nov so the receipt letter exists before packet assembly.
8355→8380 petitionDRAFT READYExplanation text prepared; route to Zou + Hassett ×2. Dr. Hassett known of the mapping since 7/30/26.
Teaching checklist signatureDR. LOUISCan be signed anytime.
Course evaluationsDEC 14Post-semester; grades post Dec 18.