# Canyon Sensor Works — from funding wish to reviewable packet — evidence-and-artifact workbook

**Case packet version:** 2026.10.08-funding-1

**Case brief record:** FR-CB01

Fictional training case. No real company, funder, offer, application, deadline or outcome is represented. Do not submit, contact, sign, upload private records, or treat calculations as financial/legal advice.

## How to use this workbook

Complete only what the fictional packet supports. Cite the module input ID beside each material statement. Write **not supplied** for missing operational records, approvals, dates, test results, or identities. Label anything you design as a **learner proposal**. Do not contact people, access systems, run tests, sign records, or present a proposed control as an observed fact. Each module contains a prerequisite gate, six-to-eight task-specific operating steps, field-by-field guidance, schema-exact supported and known-gap examples, supporting-artifact examples where authored, stop/go/escalate rules, a completion test, blank artifact tables, and mapped criteria. Row counts are contractual: if an assignment calls for 47 requirements, 20 records, 40 evaluations, or 27 tasks, the corresponding table contains that many stable rows.

## Module 1 — Define the milestone and cash need

**Task mode:** Fictional artifact-building exercise

**Prompt:** Rebuild the four cost lines, planning allowance, available-cash bridge, and $51,000 gap from F02–F04. Write an alternative that delays tooling; label it a proposal, not an approved saving.

**Deliverable:** A cost bridge with formulas, source IDs, estimate status, reserve assumption, missing cash-timing schedule, and founder/finance-review owner.

### Supplied-input register

| Input ID | Kind | Source record(s) | What the packet supplies | Where I used it |
|---|---|---|---|---|
| M01-I01 | case-fact | F02 | The incremental pilot milestone budgets $18,000 prototype work, $12,000 testing, $20,000 tooling, and $10,000 pilot working capital. These are separate from ordinary monthly operating expenses. | |
| M01-I02 | case-fact | F03 | The planning allowance is 10% of the $60,000 incremental milestone budget. Cash in the fictional record is $24,000; the founders propose keeping $9,000 untouched as an operating reserve. No other funds are committed. | |
| M01-I03 | case-fact | F04 | Monthly ordinary cash receipts are $6,000 and ordinary cash expenses are $9,000. Receipts are not signed future orders. The case does not supply a month-by-month collection schedule or forecast. | |
| M01-I04 | case-fact | F10 | An engineering estimate supports prototype work. Testing and tooling amounts are founder estimates with no supplier quotation or validity date. No independent technical or regulatory review is supplied. | |

### Completion boundary

Use only the cited fictional inputs. Label estimates, proposals and missing evidence. No real outreach, submission, signature, offer acceptance, data transfer, or credential claim is authorized by this exercise.

### Prerequisite check

- [ ] Read the source facts and preserve their fictional status.
- [ ] Keep estimates and absent evidence visible.
- [ ] Use no private records or live application systems.

### Operating procedure

1. Name the pilot milestone and its acceptance decision.
2. List the four incremental uses from F02 without adding ordinary expenses a second time.
3. Apply the stated allowance to the $60,000 subtotal, not to a different base.
4. Subtract only cash authorized for this milestone after the proposed reserve.
5. Reconcile the resulting $51,000 gap and label every number as supplied, calculated, or estimated.
6. Log the missing cash schedule and ask a finance reviewer to test timing and the reserve.
7. Record the delayed-tooling alternative separately as an unapproved proposal.

### Field-by-field guidance — M01-A01

| Field | What high-quality completion requires |
|---|---|
| Line | Record line with a source or explicit assumption. Example: Funding gap Keep an absent value marked not supplied. |
| Calculation or evidence | Record calculation or evidence with a source or explicit assumption. Example: $66,000 total need − $15,000 available; F02/F03 Keep an absent value marked not supplied. |
| Amount USD | Record amount usd with a source or explicit assumption. Example: 51,000 Keep an absent value marked not supplied. |
| Assumption or gap | Record assumption or gap with a source or explicit assumption. Example: Reserve and cash timing need approval Keep an absent value marked not supplied. |
| Reviewer and status | Record reviewer and status with a source or explicit assumption. Example: Founder and finance reviewer — draft Keep an absent value marked not supplied. |

### Completed supported example — M01-A01

**Reference only.** This row demonstrates supported evidence and truthful status; it is not a learner submission or proof of live work.

| Line | Calculation or evidence | Amount USD | Assumption or gap | Reviewer and status |
| --- | --- | --- | --- | --- |
| Funding gap | $66,000 total need − $15,000 available; F02/F03 | 51,000 | Reserve and cash timing need approval | Founder and finance reviewer — draft |

### Completed known-gap example — M01-A01

**Reference only.** This row demonstrates how to preserve missing evidence without inventing a result.

| Line | Calculation or evidence | Amount USD | Assumption or gap | Reviewer and status |
| --- | --- | --- | --- | --- |
| Cash timing | F04 supplies monthly totals, not collection timing | Not supplied | Build a weekly cash schedule; do not claim eight months of usable runway | Finance reviewer — open |

### Supporting artifact build sequence

This module has no separate supporting artifact; complete the principal artifact and its decision record.

### Completed supporting-artifact examples

No additional completed supporting-artifact row is supplied. Use the supporting artifact instructions, scoped inputs, completion checks, and known-gap method above; keep unsupported cells marked **not supplied**.

### Stop / Go / Escalate

| Decision | Rule |
|---|---|
| **Stop** | Stop if a material source, authority, or applicable eligibility condition is absent or contradicted. |
| **Go** | Go only to the next bounded learning artifact after the supplied facts and limits are represented accurately. |
| **Escalate** | Route actual financing, tax, legal, technical, safety and program-specific decisions to qualified reviewers; do not infer approval. |

### Completion test

- [ ] The $60,000 subtotal, $6,000 allowance, $15,000 available cash, and $51,000 gap reconcile
- [ ] Operating reserve and ordinary cash shortfall are not counted as free cash or double-counted expenses
- [ ] Every estimate, proposed scope change, and missing timing record has an explicit status

### Secondary evidence-trace crosswalk

The authored procedure and schema-exact examples above are the main teaching method. This compact crosswalk links the legacy starter and gap controls to the original packet.

#### Legacy worked-starter trace

| Artifact | Criterion | Input | Supported value | How to use it | Boundary |
|---|---|---|---|---|---|
| M01-A01 | M01-EC01 | M01-I01 (F02) | The incremental pilot milestone budgets $18,000 prototype work, $12,000 testing, $20,000 tooling, and $10,000 pilot working capital. These are separate from ordinary monthly operating expenses. | Trace this input to the relevant row and preserve its case-only status. | The worked row is a teaching example, not a verified application or decision. |

#### Legacy known-gap trace

| Artifact | Criterion | Missing evidence | Why it matters | Authorized owner or reviewer | Bounded next step | Status |
|---|---|---|---|---|---|---|
| M01-A01 | M01-EC02 | F04 supplies monthly totals, not collection timing | Build a weekly cash schedule; do not claim eight months of usable runway | Founder and qualified human reviewer | Not supplied | Finance reviewer — open |

### Decision prompt

**M01-I01:** Which bounded decision is supported, which remains blocked, and what evidence would change it?

### Artifact-build tables

### M01-A01 · Milestone cash bridge

**Purpose:** Produce a milestone-based funding gap and explain which cash is truly available.

**Scoped case-fact inputs:** M01-I01, M01-I02, M01-I03, M01-I04

**Instructions:** Rebuild the four cost lines, planning allowance, available-cash bridge, and $51,000 gap from F02–F04. Write an alternative that delays tooling; label it a proposal, not an approved saving.

**Mapped evidence criteria**

- **M01-EC01:** The $60,000 subtotal, $6,000 allowance, $15,000 available cash, and $51,000 gap reconcile
- **M01-EC02:** Operating reserve and ordinary cash shortfall are not counted as free cash or double-counted expenses
- **M01-EC03:** Every estimate, proposed scope change, and missing timing record has an explicit status

| Line | Calculation or evidence | Amount USD | Assumption or gap | Reviewer and status |
| --- | --- | --- | --- | --- |
| M01R-01 |  |  |  | Not started |
| M01R-02 |  |  |  | Not started |
| M01R-03 |  |  |  | Not started |
| M01R-04 |  |  |  | Not started |
| M01R-05 |  |  |  | Not started |
| M01R-06 |  |  |  | Not started |

**Completion checks**

- [ ] The $60,000 subtotal, $6,000 allowance, $15,000 available cash, and $51,000 gap reconcile
- [ ] Operating reserve and ordinary cash shortfall are not counted as free cash or double-counted expenses
- [ ] Every estimate, proposed scope change, and missing timing record has an explicit status

### Artifact coverage map

| Artifact | Expected rows | Mapped criteria | Scoped case-fact inputs |
|---|---:|---|---|
| M01-A01 · Milestone cash bridge | 6 | M01-EC01, M01-EC02, M01-EC03 | M01-I01, M01-I02, M01-I03, M01-I04 |

### Decision and revision record

| Decision or question | Supported observations with input IDs | Contradictory evidence | Learner proposal | Alternative | Evidence that would change the recommendation |
|---|---|---|---|---|---|
| | | | | | |

### Evidence-criteria checklist

- [ ] **M01-EC01:** The $60,000 subtotal, $6,000 allowance, $15,000 available cash, and $51,000 gap reconcile
- [ ] **M01-EC02:** Operating reserve and ordinary cash shortfall are not counted as free cash or double-counted expenses
- [ ] **M01-EC03:** Every estimate, proposed scope change, and missing timing record has an explicit status

### Self-review note

- What did I initially assume?
- Which input contradicted or weakened that assumption?
- What remains outside my role or authority?
- What will I revise before asking for human feedback?

## Module 2 — Screen routes before ranking

**Task mode:** Fictional artifact-building exercise

**Prompt:** Make four rows for A–D. Distinguish disqualifiers from unresolved information and explain what would need to change before each row can advance.

**Deliverable:** An eligibility matrix retaining closed, applicant-type-fail, unknown-terms, and match/timing issues, with official-source verification assigned as a next action.

### Supplied-input register

| Input ID | Kind | Source record(s) | What the packet supplies | Where I used it |
|---|---|---|---|---|
| M02-I01 | case-fact | F01 | Canyon Sensor Works is a fictional Utah for-profit company developing a non-medical industrial sensor; it has two founders and no institutional investment. Ownership attestations and legal records are not supplied. | |
| M02-I02 | case-fact | F03 | The planning allowance is 10% of the $60,000 incremental milestone budget. Cash in the fictional record is $24,000; the founders propose keeping $9,000 untouched as an operating reserve. No other funds are committed. | |
| M02-I03 | case-fact | F05 | Training Grant A is fictional: for-profit Utah prototype projects may apply; a 1:1 cash match is required against a $30,000 requested award, with reimbursement after approved costs. Its illustrative application period has closed as of the case review date. | |
| M02-I04 | case-fact | F06 | Training Grant B is fictional: only nonprofit applicants qualify. It advertises up to $100,000, but this for-profit company cannot pass that applicant-type gate. | |
| M02-I05 | case-fact | F07 | Training Loan C is fictional: $51,000 principal, 36 equal monthly installments, 12% nominal annual interest compounded monthly, and a 2% origination fee withheld from proceeds. No actual offer, lender underwriting, default terms, collateral, or guarantee terms are supplied. | |
| M02-I06 | case-fact | F08 | Training Equity D is fictional: $200,000 new cash at an $800,000 pre-money valuation. The simplified example excludes options, convertibles, fees, preferences, taxes, and other investor rights. No investor commitment is supplied. | |
| M02-I07 | case-fact | F12 | The team wants to submit in six weeks. The packet has no current program notice, verified deadline/timezone, entity registration proof, authorized signature, tax return, bank statement, or consent to share personal documents. | |

### Completion boundary

Use only the cited fictional inputs. Label estimates, proposals and missing evidence. No real outreach, submission, signature, offer acceptance, data transfer, or credential claim is authorized by this exercise.

### Prerequisite check

- [ ] Read the source facts and preserve their fictional status.
- [ ] Keep estimates and absent evidence visible.
- [ ] Use no private records or live application systems.

### Operating procedure

1. Copy the case applicant facts without supplying absent legal attestations.
2. Create one row per simulated route and preserve the source ID.
3. Apply applicant type and application-status gates before comparing award sizes.
4. Separate the 1:1 cash-match test from reimbursement cash timing.
5. Mark missing ownership, real notices and underwriting evidence unknown.
6. Document why excluded routes are not current recommendations.
7. Write a source-recheck task; do not contact a funder or submit in this exercise.

### Field-by-field guidance — M02-A01

| Field | What high-quality completion requires |
|---|---|
| Route | Record route with a source or explicit assumption. Example: Training Grant B Keep an absent value marked not supplied. |
| Gate and source | Record gate and source with a source or explicit assumption. Example: Nonprofit applicants only; F06 versus F01 Keep an absent value marked not supplied. |
| Supported status | Record supported status with a source or explicit assumption. Example: Fail — applicant type Keep an absent value marked not supplied. |
| Missing proof or constraint | Record missing proof or constraint with a source or explicit assumption. Example: For-profit company cannot pass this gate Keep an absent value marked not supplied. |
| Owner and next step | Record owner and next step with a source or explicit assumption. Example: Founder — exclude from current shortlist Keep an absent value marked not supplied. |

### Completed supported example — M02-A01

**Reference only.** This row demonstrates supported evidence and truthful status; it is not a learner submission or proof of live work.

| Route | Gate and source | Supported status | Missing proof or constraint | Owner and next step |
| --- | --- | --- | --- | --- |
| Training Grant B | Nonprofit applicants only; F06 versus F01 | Fail — applicant type | For-profit company cannot pass this gate | Founder — exclude from current shortlist |

### Completed known-gap example — M02-A01

**Reference only.** This row demonstrates how to preserve missing evidence without inventing a result.

| Route | Gate and source | Supported status | Missing proof or constraint | Owner and next step |
| --- | --- | --- | --- | --- |
| Training Loan C | F07 is a simulated term sheet, not underwriting | Unknown — research only | Actual provider rules, repayment review, collateral and guarantee terms missing | Qualified lender and finance reviewer — no application |

### Supporting artifact build sequence

This module has no separate supporting artifact; complete the principal artifact and its decision record.

### Completed supporting-artifact examples

No additional completed supporting-artifact row is supplied. Use the supporting artifact instructions, scoped inputs, completion checks, and known-gap method above; keep unsupported cells marked **not supplied**.

### Stop / Go / Escalate

| Decision | Rule |
|---|---|
| **Stop** | Stop if a material source, authority, or applicable eligibility condition is absent or contradicted. |
| **Go** | Go only to the next bounded learning artifact after the supplied facts and limits are represented accurately. |
| **Escalate** | Route actual financing, tax, legal, technical, safety and program-specific decisions to qualified reviewers; do not infer approval. |

### Completion test

- [ ] Grant A remains excluded as closed and its cash match/reimbursement gaps are visible
- [ ] Grant B fails applicant type regardless of its maximum award
- [ ] Loan/equity entries remain simulations, not verified recommendations

### Secondary evidence-trace crosswalk

The authored procedure and schema-exact examples above are the main teaching method. This compact crosswalk links the legacy starter and gap controls to the original packet.

#### Legacy worked-starter trace

| Artifact | Criterion | Input | Supported value | How to use it | Boundary |
|---|---|---|---|---|---|
| M02-A01 | M02-EC01 | M02-I01 (F01) | Canyon Sensor Works is a fictional Utah for-profit company developing a non-medical industrial sensor; it has two founders and no institutional investment. Ownership attestations and legal records are not supplied. | Trace this input to the relevant row and preserve its case-only status. | The worked row is a teaching example, not a verified application or decision. |

#### Legacy known-gap trace

| Artifact | Criterion | Missing evidence | Why it matters | Authorized owner or reviewer | Bounded next step | Status |
|---|---|---|---|---|---|---|
| M02-A01 | M02-EC02 | F07 is a simulated term sheet, not underwriting | Actual provider rules, repayment review, collateral and guarantee terms missing | Founder and qualified human reviewer | Unknown — research only | Qualified lender and finance reviewer — no application |

### Decision prompt

**M02-I01:** Which bounded decision is supported, which remains blocked, and what evidence would change it?

### Artifact-build tables

### M02-A01 · Eligibility and freshness matrix

**Purpose:** Apply hard eligibility and freshness gates before expressing a preference for a funding route.

**Scoped case-fact inputs:** M02-I01, M02-I02, M02-I03, M02-I04, M02-I05, M02-I06, M02-I07

**Instructions:** Make four rows for A–D. Distinguish disqualifiers from unresolved information and explain what would need to change before each row can advance.

**Mapped evidence criteria**

- **M02-EC01:** Grant A remains excluded as closed and its cash match/reimbursement gaps are visible
- **M02-EC02:** Grant B fails applicant type regardless of its maximum award
- **M02-EC03:** Loan/equity entries remain simulations, not verified recommendations

| Route | Gate and source | Supported status | Missing proof or constraint | Owner and next step |
| --- | --- | --- | --- | --- |
| M02R-01 |  |  |  | Not started |
| M02R-02 |  |  |  | Not started |
| M02R-03 |  |  |  | Not started |
| M02R-04 |  |  |  | Not started |
| M02R-05 |  |  |  | Not started |
| M02R-06 |  |  |  | Not started |

**Completion checks**

- [ ] Grant A remains excluded as closed and its cash match/reimbursement gaps are visible
- [ ] Grant B fails applicant type regardless of its maximum award
- [ ] Loan/equity entries remain simulations, not verified recommendations

### Artifact coverage map

| Artifact | Expected rows | Mapped criteria | Scoped case-fact inputs |
|---|---:|---|---|
| M02-A01 · Eligibility and freshness matrix | 6 | M02-EC01, M02-EC02, M02-EC03 | M02-I01, M02-I02, M02-I03, M02-I04, M02-I05, M02-I06, M02-I07 |

### Decision and revision record

| Decision or question | Supported observations with input IDs | Contradictory evidence | Learner proposal | Alternative | Evidence that would change the recommendation |
|---|---|---|---|---|---|
| | | | | | |

### Evidence-criteria checklist

- [ ] **M02-EC01:** Grant A remains excluded as closed and its cash match/reimbursement gaps are visible
- [ ] **M02-EC02:** Grant B fails applicant type regardless of its maximum award
- [ ] **M02-EC03:** Loan/equity entries remain simulations, not verified recommendations

### Self-review note

- What did I initially assume?
- Which input contradicted or weakened that assumption?
- What remains outside my role or authority?
- What will I revise before asking for human feedback?

## Module 3 — Compare financing economics

**Task mode:** Fictional artifact-building exercise

**Prompt:** Calculate Loan C net proceeds and scheduled installments; compare them with the milestone gap and ordinary cash shortfall. Compute the simplified Equity D ownership percentage and list the omitted terms.

**Deliverable:** A scenario comparison with calculation assumptions, net-cash gap, affordability warning, dilution limitations, and professional-review questions.

### Supplied-input register

| Input ID | Kind | Source record(s) | What the packet supplies | Where I used it |
|---|---|---|---|---|
| M03-I01 | case-fact | F03 | The planning allowance is 10% of the $60,000 incremental milestone budget. Cash in the fictional record is $24,000; the founders propose keeping $9,000 untouched as an operating reserve. No other funds are committed. | |
| M03-I02 | case-fact | F04 | Monthly ordinary cash receipts are $6,000 and ordinary cash expenses are $9,000. Receipts are not signed future orders. The case does not supply a month-by-month collection schedule or forecast. | |
| M03-I03 | case-fact | F07 | Training Loan C is fictional: $51,000 principal, 36 equal monthly installments, 12% nominal annual interest compounded monthly, and a 2% origination fee withheld from proceeds. No actual offer, lender underwriting, default terms, collateral, or guarantee terms are supplied. | |
| M03-I04 | case-fact | F08 | Training Equity D is fictional: $200,000 new cash at an $800,000 pre-money valuation. The simplified example excludes options, convertibles, fees, preferences, taxes, and other investor rights. No investor commitment is supplied. | |

### Completion boundary

Use only the cited fictional inputs. Label estimates, proposals and missing evidence. No real outreach, submission, signature, offer acceptance, data transfer, or credential claim is authorized by this exercise.

### Prerequisite check

- [ ] Read the source facts and preserve their fictional status.
- [ ] Keep estimates and absent evidence visible.
- [ ] Use no private records or live application systems.

### Operating procedure

1. Record principal, periodic rate, installment count and fee timing separately.
2. Calculate the fee and net proceeds before comparing cash received with cash needed.
3. Use the monthly amortization formula and keep unrounded values until display.
4. Compare the new installment with the existing cash shortfall and mark affordability unresolved.
5. Calculate simplified equity ownership from pre-money plus new cash.
6. List omitted rights, options, convertibles, security, default and guarantee terms.
7. Write finance and legal-review questions rather than accepting either simulated offer.

### Field-by-field guidance — M03-A01

| Field | What high-quality completion requires |
|---|---|
| Scenario | Record scenario with a source or explicit assumption. Example: Loan C net cash Keep an absent value marked not supplied. |
| Calculation and input | Record calculation and input with a source or explicit assumption. Example: $51,000 × (1 − 0.02); F07 Keep an absent value marked not supplied. |
| Result | Record result with a source or explicit assumption. Example: $49,980; $1,020 below F03 need Keep an absent value marked not supplied. |
| Excluded terms or risk | Record excluded terms or risk with a source or explicit assumption. Example: No guarantee, collateral, default or affordability assessment Keep an absent value marked not supplied. |
| Review decision | Record review decision with a source or explicit assumption. Example: Finance reviewer — not an approval Keep an absent value marked not supplied. |

### Completed supported example — M03-A01

**Reference only.** This row demonstrates supported evidence and truthful status; it is not a learner submission or proof of live work.

| Scenario | Calculation and input | Result | Excluded terms or risk | Review decision |
| --- | --- | --- | --- | --- |
| Loan C net cash | $51,000 × (1 − 0.02); F07 | $49,980; $1,020 below F03 need | No guarantee, collateral, default or affordability assessment | Finance reviewer — not an approval |

### Completed known-gap example — M03-A01

**Reference only.** This row demonstrates how to preserve missing evidence without inventing a result.

| Scenario | Calculation and input | Result | Excluded terms or risk | Review decision |
| --- | --- | --- | --- | --- |
| Equity D ownership | $200,000 / ($800,000 + $200,000); F08 | 20% in simplified example | Options, convertibles, rights and legal offering pathway not supplied | Securities counsel — terms unresolved |

### Supporting artifact build sequence

This module has no separate supporting artifact; complete the principal artifact and its decision record.

### Completed supporting-artifact examples

No additional completed supporting-artifact row is supplied. Use the supporting artifact instructions, scoped inputs, completion checks, and known-gap method above; keep unsupported cells marked **not supplied**.

### Stop / Go / Escalate

| Decision | Rule |
|---|---|
| **Stop** | Stop if a material source, authority, or applicable eligibility condition is absent or contradicted. |
| **Go** | Go only to the next bounded learning artifact after the supplied facts and limits are represented accurately. |
| **Escalate** | Route actual financing, tax, legal, technical, safety and program-specific decisions to qualified reviewers; do not infer approval. |

### Completion test

- [ ] The $1,020 fee and $49,980 net proceeds remain separate from interest
- [ ] The payment formula states monthly rate and 36 installments; affordability is not asserted
- [ ] 20% is identified as a simplified ownership illustration, not complete investor economics

### Secondary evidence-trace crosswalk

The authored procedure and schema-exact examples above are the main teaching method. This compact crosswalk links the legacy starter and gap controls to the original packet.

#### Legacy worked-starter trace

| Artifact | Criterion | Input | Supported value | How to use it | Boundary |
|---|---|---|---|---|---|
| M03-A01 | M03-EC01 | M03-I01 (F03) | The planning allowance is 10% of the $60,000 incremental milestone budget. Cash in the fictional record is $24,000; the founders propose keeping $9,000 untouched as an operating reserve. No other funds are committed. | Trace this input to the relevant row and preserve its case-only status. | The worked row is a teaching example, not a verified application or decision. |

#### Legacy known-gap trace

| Artifact | Criterion | Missing evidence | Why it matters | Authorized owner or reviewer | Bounded next step | Status |
|---|---|---|---|---|---|---|
| M03-A01 | M03-EC02 | $200,000 / ($800,000 + $200,000); F08 | Options, convertibles, rights and legal offering pathway not supplied | Founder and qualified human reviewer | 20% in simplified example | Securities counsel — terms unresolved |

### Decision prompt

**M03-I01:** Which bounded decision is supported, which remains blocked, and what evidence would change it?

### Artifact-build tables

### M03-A01 · Financing scenario comparison

**Purpose:** Compare net proceeds, payment burden, and ownership effects without presenting a nominal rate as total cost.

**Scoped case-fact inputs:** M03-I01, M03-I02, M03-I03, M03-I04

**Instructions:** Calculate Loan C net proceeds and scheduled installments; compare them with the milestone gap and ordinary cash shortfall. Compute the simplified Equity D ownership percentage and list the omitted terms.

**Mapped evidence criteria**

- **M03-EC01:** The $1,020 fee and $49,980 net proceeds remain separate from interest
- **M03-EC02:** The payment formula states monthly rate and 36 installments; affordability is not asserted
- **M03-EC03:** 20% is identified as a simplified ownership illustration, not complete investor economics

| Scenario | Calculation and input | Result | Excluded terms or risk | Review decision |
| --- | --- | --- | --- | --- |
| M03R-01 |  |  |  | Not started |
| M03R-02 |  |  |  | Not started |
| M03R-03 |  |  |  | Not started |
| M03R-04 |  |  |  | Not started |
| M03R-05 |  |  |  | Not started |
| M03R-06 |  |  |  | Not started |

**Completion checks**

- [ ] The $1,020 fee and $49,980 net proceeds remain separate from interest
- [ ] The payment formula states monthly rate and 36 installments; affordability is not asserted
- [ ] 20% is identified as a simplified ownership illustration, not complete investor economics

### Artifact coverage map

| Artifact | Expected rows | Mapped criteria | Scoped case-fact inputs |
|---|---:|---|---|
| M03-A01 · Financing scenario comparison | 6 | M03-EC01, M03-EC02, M03-EC03 | M03-I01, M03-I02, M03-I03, M03-I04 |

### Decision and revision record

| Decision or question | Supported observations with input IDs | Contradictory evidence | Learner proposal | Alternative | Evidence that would change the recommendation |
|---|---|---|---|---|---|
| | | | | | |

### Evidence-criteria checklist

- [ ] **M03-EC01:** The $1,020 fee and $49,980 net proceeds remain separate from interest
- [ ] **M03-EC02:** The payment formula states monthly rate and 36 installments; affordability is not asserted
- [ ] **M03-EC03:** 20% is identified as a simplified ownership illustration, not complete investor economics

### Self-review note

- What did I initially assume?
- Which input contradicted or weakened that assumption?
- What remains outside my role or authority?
- What will I revise before asking for human feedback?

## Module 4 — Build the evidence packet

**Task mode:** Fictional artifact-building exercise

**Prompt:** Create an evidence index for the three claims in F11 and the budget/customer material in F09–F10. Draft truthful replacements without inventing missing records.

**Deliverable:** A claim-to-source matrix, redaction and access notes, missing-document requests, and a revision log.

### Supplied-input register

| Input ID | Kind | Source record(s) | What the packet supplies | Where I used it |
|---|---|---|---|---|
| M04-I01 | case-fact | F09 | Eight buyer interviews and one unsigned pilot-interest letter are summarized. There are no signed purchase orders, customer quotes approved for publication, or complete interview transcripts. | |
| M04-I02 | case-fact | F10 | An engineering estimate supports prototype work. Testing and tooling amounts are founder estimates with no supplier quotation or validity date. No independent technical or regulatory review is supplied. | |
| M04-I03 | case-fact | F11 | The founder draft says: guaranteed $1 million revenue next year, patent protected, fully approved for production. None of those assertions is supported by this packet. | |
| M04-I04 | case-fact | F12 | The team wants to submit in six weeks. The packet has no current program notice, verified deadline/timezone, entity registration proof, authorized signature, tax return, bank statement, or consent to share personal documents. | |

### Completion boundary

Use only the cited fictional inputs. Label estimates, proposals and missing evidence. No real outreach, submission, signature, offer acceptance, data transfer, or credential claim is authorized by this exercise.

### Prerequisite check

- [ ] Read the source facts and preserve their fictional status.
- [ ] Keep estimates and absent evidence visible.
- [ ] Use no private records or live application systems.

### Operating procedure

1. Extract material funding claims before writing the narrative.
2. Assign each claim an exact case source and version.
3. Write separately what that evidence supports and what it cannot support.
4. Remove unsupported outcome, IP and production-readiness assertions.
5. Name missing documents without fabricating them or gathering private records here.
6. Add owner, recipient authorization and redaction requirements.
7. Record draft revisions so a reviewer can trace every material change.

### Field-by-field guidance — M04-A01

| Field | What high-quality completion requires |
|---|---|
| Claim or document | Record claim or document with a source or explicit assumption. Example: Customer demand Keep an absent value marked not supplied. |
| Available evidence | Record available evidence with a source or explicit assumption. Example: F09: eight interviews; one unsigned letter Keep an absent value marked not supplied. |
| Truthful wording or gap | Record truthful wording or gap with a source or explicit assumption. Example: Early qualitative interest; no signed orders supplied Keep an absent value marked not supplied. |
| Data-sharing boundary | Record data-sharing boundary with a source or explicit assumption. Example: Do not identify interviewees or quote without consent Keep an absent value marked not supplied. |
| Owner and status | Record owner and status with a source or explicit assumption. Example: Founder — evidence incomplete Keep an absent value marked not supplied. |

### Completed supported example — M04-A01

**Reference only.** This row demonstrates supported evidence and truthful status; it is not a learner submission or proof of live work.

| Claim or document | Available evidence | Truthful wording or gap | Data-sharing boundary | Owner and status |
| --- | --- | --- | --- | --- |
| Customer demand | F09: eight interviews; one unsigned letter | Early qualitative interest; no signed orders supplied | Do not identify interviewees or quote without consent | Founder — evidence incomplete |

### Completed known-gap example — M04-A01

**Reference only.** This row demonstrates how to preserve missing evidence without inventing a result.

| Claim or document | Available evidence | Truthful wording or gap | Data-sharing boundary | Owner and status |
| --- | --- | --- | --- | --- |
| Patent protected | F11 assertion; no attorney opinion or filing record | Unsupported — remove from draft pending qualified review | Do not put unpublished invention detail in a public worksheet | IP counsel — no legal conclusion |

### Supporting artifact build sequence

This module has no separate supporting artifact; complete the principal artifact and its decision record.

### Completed supporting-artifact examples

No additional completed supporting-artifact row is supplied. Use the supporting artifact instructions, scoped inputs, completion checks, and known-gap method above; keep unsupported cells marked **not supplied**.

### Stop / Go / Escalate

| Decision | Rule |
|---|---|
| **Stop** | Stop if a material source, authority, or applicable eligibility condition is absent or contradicted. |
| **Go** | Go only to the next bounded learning artifact after the supplied facts and limits are represented accurately. |
| **Escalate** | Route actual financing, tax, legal, technical, safety and program-specific decisions to qualified reviewers; do not infer approval. |

### Completion test

- [ ] Guaranteed revenue, patent protection, and production approval are removed or explicitly unsupported
- [ ] Interview summaries are not represented as orders or a validated market
- [ ] Sensitive diligence files are named as requirements only, not uploaded or copied into the exercise

### Secondary evidence-trace crosswalk

The authored procedure and schema-exact examples above are the main teaching method. This compact crosswalk links the legacy starter and gap controls to the original packet.

#### Legacy worked-starter trace

| Artifact | Criterion | Input | Supported value | How to use it | Boundary |
|---|---|---|---|---|---|
| M04-A01 | M04-EC01 | M04-I01 (F09) | Eight buyer interviews and one unsigned pilot-interest letter are summarized. There are no signed purchase orders, customer quotes approved for publication, or complete interview transcripts. | Trace this input to the relevant row and preserve its case-only status. | The worked row is a teaching example, not a verified application or decision. |

#### Legacy known-gap trace

| Artifact | Criterion | Missing evidence | Why it matters | Authorized owner or reviewer | Bounded next step | Status |
|---|---|---|---|---|---|---|
| M04-A01 | M04-EC02 | F11 assertion; no attorney opinion or filing record | Do not put unpublished invention detail in a public worksheet | Founder and qualified human reviewer | Unsupported — remove from draft pending qualified review | IP counsel — no legal conclusion |

### Decision prompt

**M04-I01:** Which bounded decision is supported, which remains blocked, and what evidence would change it?

### Artifact-build tables

### M04-A01 · Claim and evidence index

**Purpose:** Build a least-data evidence index that exposes unsupported claims instead of decorating them.

**Scoped case-fact inputs:** M04-I01, M04-I02, M04-I03, M04-I04

**Instructions:** Create an evidence index for the three claims in F11 and the budget/customer material in F09–F10. Draft truthful replacements without inventing missing records.

**Mapped evidence criteria**

- **M04-EC01:** Guaranteed revenue, patent protection, and production approval are removed or explicitly unsupported
- **M04-EC02:** Interview summaries are not represented as orders or a validated market
- **M04-EC03:** Sensitive diligence files are named as requirements only, not uploaded or copied into the exercise

| Claim or document | Available evidence | Truthful wording or gap | Data-sharing boundary | Owner and status |
| --- | --- | --- | --- | --- |
| M04R-01 |  |  |  | Not started |
| M04R-02 |  |  |  | Not started |
| M04R-03 |  |  |  | Not started |
| M04R-04 |  |  |  | Not started |
| M04R-05 |  |  |  | Not started |
| M04R-06 |  |  |  | Not started |

**Completion checks**

- [ ] Guaranteed revenue, patent protection, and production approval are removed or explicitly unsupported
- [ ] Interview summaries are not represented as orders or a validated market
- [ ] Sensitive diligence files are named as requirements only, not uploaded or copied into the exercise

### Artifact coverage map

| Artifact | Expected rows | Mapped criteria | Scoped case-fact inputs |
|---|---:|---|---|
| M04-A01 · Claim and evidence index | 6 | M04-EC01, M04-EC02, M04-EC03 | M04-I01, M04-I02, M04-I03, M04-I04 |

### Decision and revision record

| Decision or question | Supported observations with input IDs | Contradictory evidence | Learner proposal | Alternative | Evidence that would change the recommendation |
|---|---|---|---|---|---|
| | | | | | |

### Evidence-criteria checklist

- [ ] **M04-EC01:** Guaranteed revenue, patent protection, and production approval are removed or explicitly unsupported
- [ ] **M04-EC02:** Interview summaries are not represented as orders or a validated market
- [ ] **M04-EC03:** Sensitive diligence files are named as requirements only, not uploaded or copied into the exercise

### Self-review note

- What did I initially assume?
- Which input contradicted or weakened that assumption?
- What remains outside my role or authority?
- What will I revise before asking for human feedback?

## Module 5 — Prepare and review the application

**Task mode:** Fictional artifact-building exercise

**Prompt:** Prepare a requirement-to-evidence checklist and a reverse schedule. Mark the official notice, deadline, identity/authority, and signature gates blocked from the supplied packet.

**Deliverable:** A draft compliance matrix, named review roles, attachment consistency checks, and a clearly unsubmitted handoff.

### Supplied-input register

| Input ID | Kind | Source record(s) | What the packet supplies | Where I used it |
|---|---|---|---|---|
| M05-I01 | case-fact | F02 | The incremental pilot milestone budgets $18,000 prototype work, $12,000 testing, $20,000 tooling, and $10,000 pilot working capital. These are separate from ordinary monthly operating expenses. | |
| M05-I02 | case-fact | F03 | The planning allowance is 10% of the $60,000 incremental milestone budget. Cash in the fictional record is $24,000; the founders propose keeping $9,000 untouched as an operating reserve. No other funds are committed. | |
| M05-I03 | case-fact | F11 | The founder draft says: guaranteed $1 million revenue next year, patent protected, fully approved for production. None of those assertions is supported by this packet. | |
| M05-I04 | case-fact | F12 | The team wants to submit in six weeks. The packet has no current program notice, verified deadline/timezone, entity registration proof, authorized signature, tax return, bank statement, or consent to share personal documents. | |
| M05-I05 | case-fact | F13 | Three decisions remain unapproved: reducing the tooling stage, accepting debt, and giving up ownership. The learner has permission to prepare a training draft only, not contact funders, submit, sign, or accept terms. | |

### Completion boundary

Use only the cited fictional inputs. Label estimates, proposals and missing evidence. No real outreach, submission, signature, offer acceptance, data transfer, or credential claim is authorized by this exercise.

### Prerequisite check

- [ ] Read the source facts and preserve their fictional status.
- [ ] Keep estimates and absent evidence visible.
- [ ] Use no private records or live application systems.

### Operating procedure

1. Check whether a current official notice is actually available.
2. List missing deadline, timezone, registration and authority gates explicitly.
3. Map each narrative claim and attachment to its evidence owner.
4. Reconcile every amount with the same milestone-budget version.
5. Build a reverse schedule from dependencies without inventing an official due date.
6. Assign finance, technical and legal review where material.
7. Deliver a labeled unsubmitted draft; retain explicit owner approval as a future gate.

### Field-by-field guidance — M05-A01

| Field | What high-quality completion requires |
|---|---|
| Requirement or gate | Record requirement or gate with a source or explicit assumption. Example: Consistent funding request Keep an absent value marked not supplied. |
| Source and evidence | Record source and evidence with a source or explicit assumption. Example: F02/F03 cash bridge totals $51,000 gap Keep an absent value marked not supplied. |
| Draft action | Record draft action with a source or explicit assumption. Example: Use the same scenario and reserve assumptions in draft narrative Keep an absent value marked not supplied. |
| Dependency or reviewer | Record dependency or reviewer with a source or explicit assumption. Example: Founder and finance reviewer Keep an absent value marked not supplied. |
| Status | Record status with a source or explicit assumption. Example: Prepared — review pending Keep an absent value marked not supplied. |

### Completed supported example — M05-A01

**Reference only.** This row demonstrates supported evidence and truthful status; it is not a learner submission or proof of live work.

| Requirement or gate | Source and evidence | Draft action | Dependency or reviewer | Status |
| --- | --- | --- | --- | --- |
| Consistent funding request | F02/F03 cash bridge totals $51,000 gap | Use the same scenario and reserve assumptions in draft narrative | Founder and finance reviewer | Prepared — review pending |

### Completed known-gap example — M05-A01

**Reference only.** This row demonstrates how to preserve missing evidence without inventing a result.

| Requirement or gate | Source and evidence | Draft action | Dependency or reviewer | Status |
| --- | --- | --- | --- | --- |
| Official deadline and signature | F12: neither supplied; F13: training permission only | Obtain current instructions and authorized representative approval through approved channels | Program owner and founder | Blocked — no submission |

### Supporting artifact build sequence

This module has no separate supporting artifact; complete the principal artifact and its decision record.

### Completed supporting-artifact examples

No additional completed supporting-artifact row is supplied. Use the supporting artifact instructions, scoped inputs, completion checks, and known-gap method above; keep unsupported cells marked **not supplied**.

### Stop / Go / Escalate

| Decision | Rule |
|---|---|
| **Stop** | Stop if a material source, authority, or applicable eligibility condition is absent or contradicted. |
| **Go** | Go only to the next bounded learning artifact after the supplied facts and limits are represented accurately. |
| **Escalate** | Route actual financing, tax, legal, technical, safety and program-specific decisions to qualified reviewers; do not infer approval. |

### Completion test

- [ ] Current notice, exact deadline and signing authority remain missing rather than guessed
- [ ] Draft statements match the cost bridge and evidence index
- [ ] The handoff states no submission, outreach, signature or approval occurred

### Secondary evidence-trace crosswalk

The authored procedure and schema-exact examples above are the main teaching method. This compact crosswalk links the legacy starter and gap controls to the original packet.

#### Legacy worked-starter trace

| Artifact | Criterion | Input | Supported value | How to use it | Boundary |
|---|---|---|---|---|---|
| M05-A01 | M05-EC01 | M05-I01 (F02) | The incremental pilot milestone budgets $18,000 prototype work, $12,000 testing, $20,000 tooling, and $10,000 pilot working capital. These are separate from ordinary monthly operating expenses. | Trace this input to the relevant row and preserve its case-only status. | The worked row is a teaching example, not a verified application or decision. |

#### Legacy known-gap trace

| Artifact | Criterion | Missing evidence | Why it matters | Authorized owner or reviewer | Bounded next step | Status |
|---|---|---|---|---|---|---|
| M05-A01 | M05-EC02 | F12: neither supplied; F13: training permission only | Program owner and founder | Founder and qualified human reviewer | Obtain current instructions and authorized representative approval through approved channels | Blocked — no submission |

### Decision prompt

**M05-I01:** Which bounded decision is supported, which remains blocked, and what evidence would change it?

### Artifact-build tables

### M05-A01 · Application readiness and review checklist

**Purpose:** Convert a current notice into a controlled draft and stop before unauthorized submission.

**Scoped case-fact inputs:** M05-I01, M05-I02, M05-I03, M05-I04, M05-I05

**Instructions:** Prepare a requirement-to-evidence checklist and a reverse schedule. Mark the official notice, deadline, identity/authority, and signature gates blocked from the supplied packet.

**Mapped evidence criteria**

- **M05-EC01:** Current notice, exact deadline and signing authority remain missing rather than guessed
- **M05-EC02:** Draft statements match the cost bridge and evidence index
- **M05-EC03:** The handoff states no submission, outreach, signature or approval occurred

| Requirement or gate | Source and evidence | Draft action | Dependency or reviewer | Status |
| --- | --- | --- | --- | --- |
| M05R-01 |  |  |  | Not started |
| M05R-02 |  |  |  | Not started |
| M05R-03 |  |  |  | Not started |
| M05R-04 |  |  |  | Not started |
| M05R-05 |  |  |  | Not started |
| M05R-06 |  |  |  | Not started |

**Completion checks**

- [ ] Current notice, exact deadline and signing authority remain missing rather than guessed
- [ ] Draft statements match the cost bridge and evidence index
- [ ] The handoff states no submission, outreach, signature or approval occurred

### Artifact coverage map

| Artifact | Expected rows | Mapped criteria | Scoped case-fact inputs |
|---|---:|---|---|
| M05-A01 · Application readiness and review checklist | 6 | M05-EC01, M05-EC02, M05-EC03 | M05-I01, M05-I02, M05-I03, M05-I04, M05-I05 |

### Decision and revision record

| Decision or question | Supported observations with input IDs | Contradictory evidence | Learner proposal | Alternative | Evidence that would change the recommendation |
|---|---|---|---|---|---|
| | | | | | |

### Evidence-criteria checklist

- [ ] **M05-EC01:** Current notice, exact deadline and signing authority remain missing rather than guessed
- [ ] **M05-EC02:** Draft statements match the cost bridge and evidence index
- [ ] **M05-EC03:** The handoff states no submission, outreach, signature or approval occurred

### Self-review note

- What did I initially assume?
- Which input contradicted or weakened that assumption?
- What remains outside my role or authority?
- What will I revise before asking for human feedback?

## Module 6 — Manage decisions and funding obligations

**Task mode:** Fictional artifact-building exercise

**Prompt:** Build a six-state decision register and a proposed reporting calendar. Write one go/no-go memo explaining why the case is not ready to submit and what evidence would change that decision.

**Deliverable:** A decision log, conditional-obligations calendar, named human-review gate, and next-action memo linked to the relevant lesson outputs.

### Supplied-input register

| Input ID | Kind | Source record(s) | What the packet supplies | Where I used it |
|---|---|---|---|---|
| M06-I01 | case-fact | F05 | Training Grant A is fictional: for-profit Utah prototype projects may apply; a 1:1 cash match is required against a $30,000 requested award, with reimbursement after approved costs. Its illustrative application period has closed as of the case review date. | |
| M06-I02 | case-fact | F07 | Training Loan C is fictional: $51,000 principal, 36 equal monthly installments, 12% nominal annual interest compounded monthly, and a 2% origination fee withheld from proceeds. No actual offer, lender underwriting, default terms, collateral, or guarantee terms are supplied. | |
| M06-I03 | case-fact | F08 | Training Equity D is fictional: $200,000 new cash at an $800,000 pre-money valuation. The simplified example excludes options, convertibles, fees, preferences, taxes, and other investor rights. No investor commitment is supplied. | |
| M06-I04 | case-fact | F12 | The team wants to submit in six weeks. The packet has no current program notice, verified deadline/timezone, entity registration proof, authorized signature, tax return, bank statement, or consent to share personal documents. | |
| M06-I05 | case-fact | F13 | Three decisions remain unapproved: reducing the tooling stage, accepting debt, and giving up ownership. The learner has permission to prepare a training draft only, not contact funders, submit, sign, or accept terms. | |
| M06-I06 | case-fact | F14 | A hypothetical award would require eligible-cost evidence, periodic reports, a named reporting owner, and approval before changing scope. These training conditions are not a real award agreement. | |

### Completion boundary

Use only the cited fictional inputs. Label estimates, proposals and missing evidence. No real outreach, submission, signature, offer acceptance, data transfer, or credential claim is authorized by this exercise.

### Prerequisite check

- [ ] Read the source facts and preserve their fictional status.
- [ ] Keep estimates and absent evidence visible.
- [ ] Use no private records or live application systems.

### Operating procedure

1. Record the highest state for which an actual event is supported.
2. Distinguish decision, acceptance and cash receipt instead of labeling all funded.
3. Carry unresolved terms and affordability issues into the next review.
4. Translate only the simulated reporting terms into a clearly proposed control.
5. Leave absent agreement dates, signatures and reporting intervals unknown.
6. Assign a change trigger for stale notices, cost changes and revised provider terms.
7. Write a no-submission memo and identify the evidence that would allow a later owner decision.

### Field-by-field guidance — M06-A01

| Field | What high-quality completion requires |
|---|---|
| State or obligation | Record state or obligation with a source or explicit assumption. Example: Current application state Keep an absent value marked not supplied. |
| Evidence and source | Record evidence and source with a source or explicit assumption. Example: F12/F13: no current notice or permission to submit Keep an absent value marked not supplied. |
| Next bounded action | Record next bounded action with a source or explicit assumption. Example: Resolve readiness gaps, then request deliberate review Keep an absent value marked not supplied. |
| Owner and review trigger | Record owner and review trigger with a source or explicit assumption. Example: Founder; trigger: current verified notice and reviewed packet Keep an absent value marked not supplied. |
| Recorded status | Record recorded status with a source or explicit assumption. Example: Draft only — not submitted Keep an absent value marked not supplied. |

### Completed supported example — M06-A01

**Reference only.** This row demonstrates supported evidence and truthful status; it is not a learner submission or proof of live work.

| State or obligation | Evidence and source | Next bounded action | Owner and review trigger | Recorded status |
| --- | --- | --- | --- | --- |
| Current application state | F12/F13: no current notice or permission to submit | Resolve readiness gaps, then request deliberate review | Founder; trigger: current verified notice and reviewed packet | Draft only — not submitted |

### Completed known-gap example — M06-A01

**Reference only.** This row demonstrates how to preserve missing evidence without inventing a result.

| State or obligation | Evidence and source | Next bounded action | Owner and review trigger | Recorded status |
| --- | --- | --- | --- | --- |
| Hypothetical reporting calendar | F14: reporting period and agreement not supplied | Propose evidence owner; leave real dates and obligations unconfirmed | Award administrator and qualified reviewer | Simulation — not an award |

### Supporting artifact build sequence

This module has no separate supporting artifact; complete the principal artifact and its decision record.

### Completed supporting-artifact examples

No additional completed supporting-artifact row is supplied. Use the supporting artifact instructions, scoped inputs, completion checks, and known-gap method above; keep unsupported cells marked **not supplied**.

### Stop / Go / Escalate

| Decision | Rule |
|---|---|
| **Stop** | Stop if a material source, authority, or applicable eligibility condition is absent or contradicted. |
| **Go** | Go only to the next bounded learning artifact after the supplied facts and limits are represented accurately. |
| **Escalate** | Route actual financing, tax, legal, technical, safety and program-specific decisions to qualified reviewers; do not infer approval. |

### Completion test

- [ ] No application, award, accepted terms, funding receipt or certificate is falsely recorded
- [ ] F14 conditions are treated as a simulation with owner and evidence needs
- [ ] The next-action memo names decision-changing evidence and preserves the founder’s authority

### Secondary evidence-trace crosswalk

The authored procedure and schema-exact examples above are the main teaching method. This compact crosswalk links the legacy starter and gap controls to the original packet.

#### Legacy worked-starter trace

| Artifact | Criterion | Input | Supported value | How to use it | Boundary |
|---|---|---|---|---|---|
| M06-A01 | M06-EC01 | M06-I01 (F05) | Training Grant A is fictional: for-profit Utah prototype projects may apply; a 1:1 cash match is required against a $30,000 requested award, with reimbursement after approved costs. Its illustrative application period has closed as of the case review date. | Trace this input to the relevant row and preserve its case-only status. | The worked row is a teaching example, not a verified application or decision. |

#### Legacy known-gap trace

| Artifact | Criterion | Missing evidence | Why it matters | Authorized owner or reviewer | Bounded next step | Status |
|---|---|---|---|---|---|---|
| M06-A01 | M06-EC02 | F14: reporting period and agreement not supplied | Award administrator and qualified reviewer | Founder and qualified human reviewer | Propose evidence owner; leave real dates and obligations unconfirmed | Simulation — not an award |

### Decision prompt

**M06-I01:** Which bounded decision is supported, which remains blocked, and what evidence would change it?

### Artifact-build tables

### M06-A01 · Decision and obligations register

**Purpose:** Maintain a decision and obligations register that separates a lead, application, award, acceptance, and cash receipt.

**Scoped case-fact inputs:** M06-I01, M06-I02, M06-I03, M06-I04, M06-I05, M06-I06

**Instructions:** Build a six-state decision register and a proposed reporting calendar. Write one go/no-go memo explaining why the case is not ready to submit and what evidence would change that decision.

**Mapped evidence criteria**

- **M06-EC01:** No application, award, accepted terms, funding receipt or certificate is falsely recorded
- **M06-EC02:** F14 conditions are treated as a simulation with owner and evidence needs
- **M06-EC03:** The next-action memo names decision-changing evidence and preserves the founder’s authority

| State or obligation | Evidence and source | Next bounded action | Owner and review trigger | Recorded status |
| --- | --- | --- | --- | --- |
| M06R-01 |  |  |  | Not started |
| M06R-02 |  |  |  | Not started |
| M06R-03 |  |  |  | Not started |
| M06R-04 |  |  |  | Not started |
| M06R-05 |  |  |  | Not started |
| M06R-06 |  |  |  | Not started |

**Completion checks**

- [ ] No application, award, accepted terms, funding receipt or certificate is falsely recorded
- [ ] F14 conditions are treated as a simulation with owner and evidence needs
- [ ] The next-action memo names decision-changing evidence and preserves the founder’s authority

### Artifact coverage map

| Artifact | Expected rows | Mapped criteria | Scoped case-fact inputs |
|---|---:|---|---|
| M06-A01 · Decision and obligations register | 6 | M06-EC01, M06-EC02, M06-EC03 | M06-I01, M06-I02, M06-I03, M06-I04, M06-I05, M06-I06 |

### Decision and revision record

| Decision or question | Supported observations with input IDs | Contradictory evidence | Learner proposal | Alternative | Evidence that would change the recommendation |
|---|---|---|---|---|---|
| | | | | | |

### Evidence-criteria checklist

- [ ] **M06-EC01:** No application, award, accepted terms, funding receipt or certificate is falsely recorded
- [ ] **M06-EC02:** F14 conditions are treated as a simulation with owner and evidence needs
- [ ] **M06-EC03:** The next-action memo names decision-changing evidence and preserves the founder’s authority

### Self-review note

- What did I initially assume?
- Which input contradicted or weakened that assumption?
- What remains outside my role or authority?
- What will I revise before asking for human feedback?

## Final packet review

- [ ] Every material statement cites an input ID.
- [ ] Every omitted record is marked **not supplied**.
- [ ] Every designed control or template is marked **learner proposal**.
- [ ] Every mapped criterion is addressed in its artifact or a named gap.
- [ ] Contracted row counts and row IDs remain intact.
- [ ] Specialist and decision-owner handoffs are explicit.
- [ ] No simulated work is represented as a completed real-world action, approval, test, signature, or professional opinion.