{ "caseVersion": "2026.08.31-practice-3", "caseTitle": "Canyon Response Logistics proposal sprint", "disclosure": "This is a fictional, sanitized training case. Solicitation identifiers, agencies, companies, people, pricing, and performance records are invented and are not legal, contracting, pricing, or government representations advice.", "caseBrief": "Canyon Response Logistics, a fictional small business, is considering a federal request for quotations for emergency warehouse staging. The official package was downloaded on September 3 and requires electronic submission by 2:00 p.m. Eastern on September 18. It contains 47 stated requirements, a price schedule with 12 line items, two mandatory representations, three past-performance examples, and a 12-page technical limit. An amendment issued September 10 changes the delivery window from 30 days to 14 days, replaces one line-item quantity, and requires explicit amendment acknowledgment. The capture lead's calendar still uses the original deadline in Mountain Time and the draft compliance matrix has not incorporated the amendment. Operations believes 14-day delivery is possible only if a subcontracted warehouse is available; the subcontractor supplied an unsigned availability email but no binding commitment. Finance's workbook totals $486,200, while the price form totals $468,200 because a freight row is omitted. A resume says the proposed project manager led a $3 million federal program, but the approved employment record shows the person served as deputy for nine months. One past-performance reference has not granted current contact permission. The draft technical narrative is 13.5 pages before final graphics. The company president may sign offers up to $500,000, but the proposal coordinator has no signature or certification authority. The government portal requires multi-factor authentication and has a 25-megabyte package limit; the current folder is 31 megabytes and contains working notes that should not be submitted. Learners must qualify the opportunity, rebuild compliance control, coordinate evidence and review, and demonstrate a submission process. They must not invent commitments, alter official instructions, or represent that training guarantees award or eligibility.", "facts": [ { "id": "F01", "confidence": "confirmed", "record": "The official submission deadline is September 18 at 2:00 p.m. Eastern." }, { "id": "F02", "confidence": "confirmed", "record": "The base package contains 47 requirements, 12 price line items, and two mandatory representations." }, { "id": "F03", "confidence": "confirmed", "record": "Amendment one changes delivery to 14 days, changes a quantity, and requires acknowledgment." }, { "id": "F04", "confidence": "confirmed", "record": "The internal calendar still displays the original deadline in Mountain Time." }, { "id": "F05", "confidence": "confirmed", "record": "The compliance matrix and current drafts do not reflect the amendment." }, { "id": "F06", "confidence": "provisional", "record": "A proposed subcontract warehouse supplied only an unsigned availability email." }, { "id": "F07", "confidence": "conflicting", "record": "Finance totals $486,200 and the required price form totals $468,200." }, { "id": "F08", "confidence": "conflicting", "record": "The resume claims program leadership while approved records show a deputy role for nine months." }, { "id": "F09", "confidence": "confirmed", "record": "One proposed past-performance contact has not provided current reference permission." }, { "id": "F10", "confidence": "confirmed", "record": "The draft technical volume exceeds its stated page limit by 1.5 pages before final graphics." }, { "id": "F11", "confidence": "confirmed", "record": "The coordinator lacks authority to sign the offer or certify representations." }, { "id": "F12", "confidence": "confirmed", "record": "The current upload folder is 31 megabytes and includes internal working notes." } ], "challenges": [ { "module": 1, "title": "Qualify before bidding", "prompt": "Evaluate strategic fit, delivery feasibility, authority, evidence, schedule, and bid cost before committing the team.", "deliverable": "A bid/no-bid brief with assumptions, disqualifiers, owners, and a decision gate.", "evidenceCriteria": [ "Uses the current official solicitation and amendment as controlling sources", "Treats warehouse availability and 14-day delivery as unresolved dependencies", "Names who may authorize bid, price, representations, and final submission", "Cites the supplied input IDs for material statements and marks omitted operational records or results “not supplied” rather than fabricating them" ], "taskMode": "bounded-case-starter", "providedInputs": [ { "id": "M01-I01", "kind": "case-fact", "sourceFactIds": [ "F01" ], "confidence": "confirmed", "record": "The official submission deadline is September 18 at 2:00 p.m. Eastern." }, { "id": "M01-I02", "kind": "case-fact", "sourceFactIds": [ "F03" ], "confidence": "confirmed", "record": "Amendment one changes delivery to 14 days, changes a quantity, and requires acknowledgment." }, { "id": "M01-I03", "kind": "case-fact", "sourceFactIds": [ "F06" ], "confidence": "provisional", "record": "A proposed subcontract warehouse supplied only an unsigned availability email." }, { "id": "M01-I04", "kind": "case-fact", "sourceFactIds": [ "F07" ], "confidence": "conflicting", "record": "Finance totals $486,200 and the required price form totals $468,200." }, { "id": "M01-I05", "kind": "case-fact", "sourceFactIds": [ "F10" ], "confidence": "confirmed", "record": "The draft technical volume exceeds its stated page limit by 1.5 pages before final graphics." }, { "id": "M01-I06", "kind": "case-fact", "sourceFactIds": [ "F11" ], "confidence": "confirmed", "record": "The coordinator lacks authority to sign the offer or certify representations." }, { "id": "M01-I07", "kind": "case-fact", "sourceFactIds": [ "F12" ], "confidence": "confirmed", "record": "The current upload folder is 31 megabytes and includes internal working notes." }, { "id": "M01-B01", "kind": "case-brief", "sourceFactIds": [], "sourceRecordIds": [ "CB01" ], "confidence": "mixed", "record": "Use CB01, the full versioned case brief printed once at the start of this packet, as a citable narrative source for details not normalized into F01–F12. Preserve its uncertainty language and do not treat narrative detail as approval, complete operational records, or professional judgment." }, { "id": "M01-S01", "kind": "assignment-scope", "sourceFactIds": [ "F01", "F03", "F06", "F07", "F10", "F11", "F12" ], "confidence": "instruction", "record": "Build a starter version of “A bid/no-bid brief with assumptions, disqualifiers, owners, and a decision gate.” from the listed case facts. Treat requested structures, controls, questions, calculations, and templates as learner-designed proposals. Where an operational record or result is absent, add a gap entry naming the missing evidence and authorized owner instead of fabricating it." } ], "completionBoundary": "Complete a bounded starter and gap analysis using only CB01, F01, F03, F06, F07, F10, F11, F12, and the assignment-scope record below. Populate supported fields, label every unavailable field “not supplied,” and cite the input ID for each material statement. You may design a proposed template, control, question, or decision rule, but must label it as a learner proposal rather than observed case evidence. Do not contact people, access live systems, run tests, sign records, claim approval, or invent names, dates, quotations, transactions, results, or source documents.", "starterSchema": { "id": "M01-W02", "title": "Qualify before bidding guided artifact-build sheet", "columns": [ "Component ID", "Requested artifact component", "Evidence criterion to test", "Supplied input IDs", "Supported entry", "Not-supplied gap or learner proposal", "Authorized owner or reviewer", "Status" ], "rows": [ { "id": "M01-A01", "component": "Bid/no-bid decision brief", "criterion": "Uses the current official solicitation and amendment as controlling sources | Names who may authorize bid, price, representations, and final submission | Cites the supplied input IDs for material statements and marks omitted operational records or results “not supplied” rather than fabricating them", "suppliedInputIds": [ "M01-I01", "M01-I04", "M01-I05", "M01-I06", "M01-I07" ] }, { "id": "M01-A02", "component": "Disqualifier and owner register", "criterion": "Treats warehouse availability and 14-day delivery as unresolved dependencies", "suppliedInputIds": [ "M01-I02", "M01-I03" ] }, { "id": "M01-A03", "component": "Opportunity decision-gate record", "criterion": "Names who may authorize bid, price, representations, and final submission", "suppliedInputIds": [ "M01-I03" ] } ] }, "workbookPlan": { "id": "M01-WP01", "version": "2026.09.01-workbook-plan-2", "contextInputIds": [ "M01-B01", "M01-S01" ], "criterionCatalog": [ { "id": "M01-EC01", "text": "Uses the current official solicitation and amendment as controlling sources" }, { "id": "M01-EC02", "text": "Treats warehouse availability and 14-day delivery as unresolved dependencies" }, { "id": "M01-EC03", "text": "Names who may authorize bid, price, representations, and final submission" }, { "id": "M01-EC04", "text": "Cites the supplied input IDs for material statements and marks omitted operational records or results “not supplied” rather than fabricating them" } ], "artifacts": [ { "id": "M01-A01", "title": "Bid/no-bid decision brief", "type": "decision", "purpose": "Produce a bounded, reviewable bid/no-bid decision brief from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Decision", "Evidence for", "Evidence against", "Options and tradeoffs", "Decision owner", "Required approval", "Status" ], "rowPlan": { "count": 1, "prefix": "01A01R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M01:A01", "criterionIds": [ "M01-EC01", "M01-EC03", "M01-EC04" ], "inputIds": [ "M01-I01", "M01-I04", "M01-I05", "M01-I06", "M01-I07" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M01-I01, M01-I04, M01-I05, M01-I06, M01-I07).", "Every mapped rubric criterion (M01-EC01, M01-EC03, M01-EC04) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M01-A02", "title": "Disqualifier and owner register", "type": "register", "purpose": "Produce a bounded, reviewable disqualifier and owner register from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Entry ID", "Issue or event", "Evidence and source ID", "Risk or impact", "Owner", "Bounded next step", "Review point", "Status" ], "rowPlan": { "count": 2, "prefix": "01A02R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M01:A02", "criterionIds": [ "M01-EC02" ], "inputIds": [ "M01-I02", "M01-I03" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M01-I02, M01-I03).", "Every mapped rubric criterion (M01-EC02) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M01-A03", "title": "Opportunity decision-gate record", "type": "decision", "purpose": "Produce a bounded, reviewable opportunity decision-gate record from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Decision", "Evidence for", "Evidence against", "Options and tradeoffs", "Decision owner", "Required approval", "Status" ], "rowPlan": { "count": 1, "prefix": "01A03R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M01:A03", "criterionIds": [ "M01-EC03" ], "inputIds": [ "M01-I03" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M01-I03).", "Every mapped rubric criterion (M01-EC03) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] } ], "quantityContracts": [ { "artifactId": "M01-A02", "rowCount": 2, "rowPrefix": "01A02R" } ], "workedStarter": { "artifactId": "M01-A01", "criterionId": "M01-EC01", "inputId": "M01-I01", "supportedValue": "The official submission deadline is September 18 at 2:00 p.m. Eastern.", "application": "List the supplied condition as decision evidence and keep the decision, authority, and approval status open. Cite M01-I01 (F01) in the row.", "boundary": "This is one evidence-backed starter entry, not a completed bid/no-bid decision brief or an operational result." }, "knownGap": { "artifactId": "M01-A02", "criterionId": "M01-EC02", "missingEvidence": "The packet does not supply the complete live records, approvals, or execution results needed to finish the disqualifier and owner register.", "whyItMatters": "Without that evidence, the learner cannot truthfully satisfy M01-EC02 or represent this artifact as complete.", "ownerRole": "Authorized proposal lead or contracting reviewer", "boundedNextStep": "Record the missing evidence in M01-A02, name the authorized reviewer, and leave the outcome pending; do not obtain or simulate the live record in this exercise.", "status": "Open — not supplied" }, "decisionPrompt": { "inputId": "M01-I07", "prompt": "What bounded decision can the Authorized proposal lead or contracting reviewer make from M01-I07, and what must remain pending until the missing evidence or approval is supplied?" }, "instructionalGuide": { "version": "2026.09.01-academy-workbook-instruction-bank-1", "principalArtifactId": "M01-A01", "prerequisiteCheck": [ "Confirm official deadline, amendment, warehouse evidence, price conflict, page overage, signature boundary, and upload-folder condition.", "Treat the current solicitation and amendment as controlling; internal calendars and drafts are secondary records.", "Identify bid, price, representation, and submission decision owners by role only." ], "operatingSteps": [ "State the bid decision and cite the controlling deadline and amendment before considering internal schedule assumptions.", "List evidence supporting pursuit separately from disqualifiers, unresolved dependencies, and authority limits.", "Treat the unsigned warehouse email and 14-day delivery as dependencies requiring evidence rather than confirmed capability.", "Record the price conflict, page overage, signature boundary, and upload-folder exposure as decision risks.", "Compare proceed, proceed conditionally, pause, and no-bid choices with explicit tradeoffs and closure evidence.", "Route bid authorization, price approval, representations, and final submission to their authorized owners.", "Quality-check source priority, deadline expression, amendment status, authority, and absence of invented approvals." ], "fieldGuidance": { "Decision": "State the bounded bid/no-bid or conditional-pursuit decision under review.", "Evidence for": "List only supplied facts supporting continued pursuit and cite their inputs.", "Evidence against": "List disqualifiers, conflicts, gaps, and authority limits without resolving them by assumption.", "Options and tradeoffs": "Compare no-bid, pause, conditional proceed, and proceed only after defined closure evidence.", "Decision owner": "Use Authorized proposal lead or contracting reviewer; no named owner is supplied.", "Required approval": "Identify bid, price, representation, signature, and submission approvals still required.", "Status": "Use Draft decision, Blocked, Conditional, or Authorized disposition pending." }, "completedExampleRow": { "Decision": "Whether to continue the Canyon Response Logistics proposal sprint", "Evidence for": "Official deadline is September 18 at 2:00 p.m. Eastern. Source M01-I01 (F01, confirmed).", "Evidence against": "Price totals conflict; technical volume exceeds the limit; coordinator lacks signature authority; upload folder includes working notes.", "Options and tradeoffs": "Pause pending blocker closure; conditional proceed with owner assignments; no-bid if mandatory controls cannot close.", "Decision owner": "Authorized proposal lead or contracting reviewer", "Required approval": "Bid, price, representations, signature, and final-submission approvals: not supplied.", "Status": "Decision pending — blockers open" }, "completedKnownGapRow": { "Decision": "Whether proposed warehouse evidence supports the amended 14-day delivery requirement", "Evidence for": "An unsigned availability email exists. Source M01-I03 (F06, provisional).", "Evidence against": "Signed commitment, capacity evidence, terms, and authorized delivery assessment are not supplied.", "Options and tradeoffs": "Hold dependency open; request approved evidence; no representation of confirmed warehouse availability.", "Decision owner": "Authorized proposal lead or contracting reviewer", "Required approval": "Qualified delivery and subcontract commitment review: not supplied.", "Status": "Gap open — delivery representation blocked" }, "supportingArtifacts": [], "decisionRule": { "stop": "Stop pursuit or submission when a mandatory disqualifier, deadline, price, representation, signature, or package control cannot close in time.", "go": "Go conditionally when each blocker has an authorized owner, closure evidence, due point, and fallback.", "escalate": "Escalate bid, pricing, subcontract, representations, and final submission authority to the authorized proposal or contracting owner." }, "completionTest": [ "The decision brief uses the official deadline and amendment as controlling evidence.", "All mandatory blockers and authority limits remain visible with no invented closure.", "The authorized owner can make a bounded bid/no-bid disposition from the brief." ], "criterionSatisfiability": [ { "criterionId": "M01-EC01", "criterionOrdinal": 1, "criterionText": "Uses the current official solicitation and amendment as controlling sources", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M01-EC02", "criterionOrdinal": 2, "criterionText": "Treats warehouse availability and 14-day delivery as unresolved dependencies", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M01-EC03", "criterionOrdinal": 3, "criterionText": "Names who may authorize bid, price, representations, and final submission", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M01-EC04", "criterionOrdinal": 4, "criterionText": "Cites the supplied input IDs for material statements and marks omitted operational records or results “not supplied” rather than fabricating them", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." } ] } } }, { "module": 2, "title": "Rebuild compliance", "prompt": "Create a delta-aware requirement matrix covering instructions, evaluation factors, deliverables, and acknowledgments.", "deliverable": "A versioned starter compliance matrix for the requirement categories explicitly described in F02 through F05, plus a gap register for the unsupplied 47-row solicitation record and amendment text.", "evidenceCriteria": [ "Cites supplied fact IDs and creates columns for section, page, exact requirement, owner, artifact, and status without inventing missing solicitation text", "Flags the known page, file-size, pricing, delivery, and acknowledgment constraints", "Explains how superseded requirements would be preserved once the official base document and amendment are available" ], "taskMode": "bounded-case-starter", "providedInputs": [ { "id": "M02-I01", "kind": "case-fact", "sourceFactIds": [ "F02" ], "confidence": "confirmed", "record": "The base package contains 47 requirements, 12 price line items, and two mandatory representations." }, { "id": "M02-I02", "kind": "case-fact", "sourceFactIds": [ "F03" ], "confidence": "confirmed", "record": "Amendment one changes delivery to 14 days, changes a quantity, and requires acknowledgment." }, { "id": "M02-I03", "kind": "case-fact", "sourceFactIds": [ "F04" ], "confidence": "confirmed", "record": "The internal calendar still displays the original deadline in Mountain Time." }, { "id": "M02-I04", "kind": "case-fact", "sourceFactIds": [ "F05" ], "confidence": "confirmed", "record": "The compliance matrix and current drafts do not reflect the amendment." }, { "id": "M02-I05", "kind": "case-fact", "sourceFactIds": [ "F07" ], "confidence": "conflicting", "record": "Finance totals $486,200 and the required price form totals $468,200." }, { "id": "M02-I06", "kind": "case-fact", "sourceFactIds": [ "F10" ], "confidence": "confirmed", "record": "The draft technical volume exceeds its stated page limit by 1.5 pages before final graphics." }, { "id": "M02-I07", "kind": "case-fact", "sourceFactIds": [ "F12" ], "confidence": "confirmed", "record": "The current upload folder is 31 megabytes and includes internal working notes." }, { "id": "M02-B01", "kind": "case-brief", "sourceFactIds": [], "sourceRecordIds": [ "CB01" ], "confidence": "mixed", "record": "Use CB01, the full versioned case brief printed once at the start of this packet, as a citable narrative source for details not normalized into F01–F12. Preserve its uncertainty language and do not treat narrative detail as approval, complete operational records, or professional judgment." }, { "id": "M02-S01", "kind": "assignment-scope", "sourceFactIds": [ "F02", "F03", "F04", "F05", "F07", "F10", "F12" ], "confidence": "instruction", "record": "Build a starter version of “A versioned starter compliance matrix for the requirement categories explicitly described in F02 through F05, plus a gap register for the unsupplied 47-row solicitation record and amendment text.” from the listed case facts. Treat requested structures, controls, questions, calculations, and templates as learner-designed proposals. Where an operational record or result is absent, add a gap entry naming the missing evidence and authorized owner instead of fabricating it." } ], "completionBoundary": "Complete a bounded starter and gap analysis using only CB01, F02, F03, F04, F05, F07, F10, F12, and the assignment-scope record below. Populate supported fields, label every unavailable field “not supplied,” and cite the input ID for each material statement. You may design a proposed template, control, question, or decision rule, but must label it as a learner proposal rather than observed case evidence. Do not contact people, access live systems, run tests, sign records, claim approval, or invent names, dates, quotations, transactions, results, or source documents.", "starterSchema": { "id": "M02-W02", "title": "Rebuild compliance guided artifact-build sheet", "columns": [ "Component ID", "Requested artifact component", "Evidence criterion to test", "Supplied input IDs", "Supported entry", "Not-supplied gap or learner proposal", "Authorized owner or reviewer", "Status" ], "rows": [ { "id": "M02-A01", "component": "Known-constraint compliance matrix", "criterion": "Flags the known page, file-size, pricing, delivery, and acknowledgment constraints", "suppliedInputIds": [ "M02-I02", "M02-I03", "M02-I04", "M02-I05", "M02-I06", "M02-I07" ] }, { "id": "M02-A02", "component": "Forty-seven-requirement gap register", "criterion": "Cites supplied fact IDs and creates columns for section, page, exact requirement, owner, artifact, and status without inventing missing solicitation text", "suppliedInputIds": [ "M02-I01" ] }, { "id": "M02-A03", "component": "Amendment-control register", "criterion": "Explains how superseded requirements would be preserved once the official base document and amendment are available", "suppliedInputIds": [ "M02-I02", "M02-I03", "M02-I04" ] } ] }, "workbookPlan": { "id": "M02-WP01", "version": "2026.09.01-workbook-plan-2", "contextInputIds": [ "M02-B01", "M02-S01" ], "criterionCatalog": [ { "id": "M02-EC01", "text": "Cites supplied fact IDs and creates columns for section, page, exact requirement, owner, artifact, and status without inventing missing solicitation text" }, { "id": "M02-EC02", "text": "Flags the known page, file-size, pricing, delivery, and acknowledgment constraints" }, { "id": "M02-EC03", "text": "Explains how superseded requirements would be preserved once the official base document and amendment are available" } ], "artifacts": [ { "id": "M02-A01", "title": "Known-constraint compliance matrix", "type": "matrix", "purpose": "Produce a bounded, reviewable known-constraint compliance matrix from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Item ID", "Supported evidence", "Source input ID", "Criterion or required state", "Gap or learner proposal", "Owner or reviewer", "Status" ], "rowPlan": { "count": 6, "prefix": "CONTROL", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M02:A01", "criterionIds": [ "M02-EC02" ], "inputIds": [ "M02-I02", "M02-I03", "M02-I04", "M02-I05", "M02-I06", "M02-I07" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M02-I02, M02-I03, M02-I04, M02-I05, M02-I06, M02-I07).", "Every mapped rubric criterion (M02-EC02) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M02-A02", "title": "Forty-seven-requirement gap register", "type": "matrix", "purpose": "Produce a bounded, reviewable forty-seven-requirement gap register from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Requirement ID", "Base section/page", "Exact requirement text", "Amendment effect", "Owner", "Response location", "Evidence source", "Review status", "Gap/request" ], "rowPlan": { "count": 47, "prefix": "REQ", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M02:A02", "criterionIds": [ "M02-EC01" ], "inputIds": [ "M02-I01" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M02-I01).", "Every mapped rubric criterion (M02-EC01) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M02-A03", "title": "Amendment-control register", "type": "register", "purpose": "Produce a bounded, reviewable amendment-control register from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Entry ID", "Issue or event", "Evidence and source ID", "Risk or impact", "Owner", "Bounded next step", "Review point", "Status" ], "rowPlan": { "count": 3, "prefix": "AMEND", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M02:A03", "criterionIds": [ "M02-EC03" ], "inputIds": [ "M02-I02", "M02-I03", "M02-I04" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M02-I02, M02-I03, M02-I04).", "Every mapped rubric criterion (M02-EC03) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] } ], "quantityContracts": [ { "artifactId": "M02-A01", "rowCount": 6, "rowPrefix": "CONTROL" }, { "artifactId": "M02-A02", "rowCount": 47, "rowPrefix": "REQ" }, { "artifactId": "M02-A03", "rowCount": 3, "rowPrefix": "AMEND" } ], "workedStarter": { "artifactId": "M02-A01", "criterionId": "M02-EC02", "inputId": "M02-I02", "supportedValue": "Amendment one changes delivery to 14 days, changes a quantity, and requires acknowledgment.", "application": "Place the supplied condition in the appropriate comparison row and leave every unsupplied requirement visibly open. Cite M02-I02 (F03) in the row.", "boundary": "This is one evidence-backed starter entry, not a completed known-constraint compliance matrix or an operational result." }, "knownGap": { "artifactId": "M02-A01", "criterionId": "M02-EC02", "missingEvidence": "The packet does not supply the complete live records, approvals, or execution results needed to finish the known-constraint compliance matrix.", "whyItMatters": "Without that evidence, the learner cannot truthfully satisfy M02-EC02 or represent this artifact as complete.", "ownerRole": "Authorized proposal lead or contracting reviewer", "boundedNextStep": "Record the missing evidence in M02-A01, name the authorized reviewer, and leave the outcome pending; do not obtain or simulate the live record in this exercise.", "status": "Open — not supplied" }, "decisionPrompt": { "inputId": "M02-I07", "prompt": "What bounded decision can the Authorized proposal lead or contracting reviewer make from M02-I07, and what must remain pending until the missing evidence or approval is supplied?" }, "instructionalGuide": { "version": "2026.09.01-academy-workbook-instruction-bank-1", "principalArtifactId": "M02-A01", "prerequisiteCheck": [ "Confirm the aggregate 47 requirements, 12 price lines, and two representations are supplied, but exact requirement text and section/page locations are not.", "Confirm amendment, calendar, draft, price, page-limit, and upload-folder constraints remain separate.", "Use all 47 REQ rows; do not invent solicitation wording to make them appear complete." ], "operatingSteps": [ "Capture each known constraint in the principal matrix and cite the exact module input that establishes it.", "Initialize REQ-01 through REQ-47 in the requirement register without populating absent section, page, or requirement text.", "For each retrieved requirement in future work, copy exact text, section/page, amendment effect, owner, response location, evidence source, and review status.", "Apply amendments by preserving the superseded base text and recording the changed delivery, quantity, or acknowledgment requirement separately.", "Assign response owners and locations only when authorized records exist; otherwise mark owner and location not supplied.", "Reconcile page, file-size, price, delivery, deadline, and acknowledgment constraints before declaring the matrix ready.", "Run a 47-row completeness check and an amendment back-check; no row may be marked compliant from aggregate counts alone." ], "fieldGuidance": { "Item ID": "Use a stable constraint identifier distinct from REQ-01 through REQ-47.", "Supported evidence": "State the supplied deadline, amendment, price conflict, page overage, or folder condition exactly.", "Source input ID": "Cite the exact M02-Ixx input and preserve confidence.", "Criterion or required state": "Name the control required for compliance, such as current amendment, price-form agreement, page limit, or clean package.", "Gap or learner proposal": "State missing source text, threshold, response evidence, owner, or disposition; label any workflow proposal.", "Owner or reviewer": "Use Authorized proposal lead or contracting reviewer.", "Status": "Use Constraint confirmed, Gap open, Amendment pending, Conflict open, or Review pending." }, "completedExampleRow": { "Item ID": "CONSTRAINT-PRICE-01", "Supported evidence": "Finance totals $486,200 while the required price form totals $468,200.", "Source input ID": "M02-I05 (F07, conflicting)", "Criterion or required state": "All price artifacts must reconcile to the authorized required form before release.", "Gap or learner proposal": "Line-level reconciliation, correct authorized total, owner, and disposition: not supplied.", "Owner or reviewer": "Authorized proposal lead and pricing reviewer", "Status": "Conflict open — release blocker" }, "completedKnownGapRow": { "Item ID": "CONSTRAINT-REQ-TEXT", "Supported evidence": "The base package contains 47 requirements, but exact source text is not supplied.", "Source input ID": "M02-I01 (F02, confirmed)", "Criterion or required state": "Each requirement must be traced to exact base section/page and amendment effect.", "Gap or learner proposal": "Official base text, section/page, response owner, response location, and review status: not supplied.", "Owner or reviewer": "Authorized proposal lead or contracting reviewer", "Status": "Gap open — 47 rows unverified" }, "supportingArtifacts": [ { "artifactId": "M02-A02", "artifactTitle": "Forty-seven-requirement gap register", "criterionIds": [ "M02-EC01" ], "exampleType": "completed-supporting-artifact-row", "rationale": "This completed training row demonstrates the declared criterion route for Forty-seven-requirement gap register without claiming live execution or approval.", "finalColumns": [ "Requirement ID", "Base section/page", "Exact requirement text", "Amendment effect", "Owner", "Response location", "Evidence source", "Review status", "Gap/request" ], "row": { "Requirement ID": "REQ-01", "Base section/page": "Not supplied", "Exact requirement text": "Not supplied; aggregate existence only is confirmed.", "Amendment effect": "Not determined for this requirement; amendment one changes delivery, quantity, and acknowledgment generally.", "Owner": "Not supplied — authorized proposal lead must assign after source retrieval.", "Response location": "Not supplied", "Evidence source": "M02-I01 (F02, confirmed); M02-I02 (F03, confirmed) for amendment context only", "Review status": "Source retrieval and amendment review pending", "Gap/request": "Retrieve official base section/page and exact text, then compare amendment one without inventing requirement content." }, "status": "normalized" } ], "decisionRule": { "stop": "Stop compliance sign-off when any mandatory row lacks exact source text, amendment treatment, owner, response location, evidence, or review status.", "go": "Go to controlled drafting only for rows whose current requirement and amendment effect are traceable.", "escalate": "Escalate unresolved solicitation interpretation, pricing, representations, page, and submission controls to authorized reviewers." }, "completionTest": [ "All 47 REQ identifiers exist and no missing requirement text is fabricated.", "Known constraints are traceable, and the amendment register preserves superseded versus current requirements.", "No row is labeled compliant or complete without exact source, owner, response location, and review evidence." ], "criterionSatisfiability": [ { "criterionId": "M02-EC01", "criterionOrdinal": 1, "criterionText": "Cites supplied fact IDs and creates columns for section, page, exact requirement, owner, artifact, and status without inventing missing solicitation text", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M02-EC02", "criterionOrdinal": 2, "criterionText": "Flags the known page, file-size, pricing, delivery, and acknowledgment constraints", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M02-EC03", "criterionOrdinal": 3, "criterionText": "Explains how superseded requirements would be preserved once the official base document and amendment are available", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." } ] } } }, { "module": 3, "title": "Recover the calendar", "prompt": "Build a backward schedule with review windows, dependencies, and a documented time-zone conversion.", "deliverable": "A provisional proposal calendar, responsibility map, deadline-verification request, and daily exception-report template.", "evidenceCriteria": [ "Retains the official 2:00 p.m. Eastern deadline and marks the year and date-specific local conversion as required missing evidence", "Places price and representation approval before packaging", "Assigns an accountable owner and backup to the critical handoffs evidenced by the packet without inventing staff names" ], "taskMode": "bounded-case-starter", "providedInputs": [ { "id": "M03-I01", "kind": "case-fact", "sourceFactIds": [ "F01" ], "confidence": "confirmed", "record": "The official submission deadline is September 18 at 2:00 p.m. Eastern." }, { "id": "M03-I02", "kind": "case-fact", "sourceFactIds": [ "F03" ], "confidence": "confirmed", "record": "Amendment one changes delivery to 14 days, changes a quantity, and requires acknowledgment." }, { "id": "M03-I03", "kind": "case-fact", "sourceFactIds": [ "F04" ], "confidence": "confirmed", "record": "The internal calendar still displays the original deadline in Mountain Time." }, { "id": "M03-I04", "kind": "case-fact", "sourceFactIds": [ "F07" ], "confidence": "conflicting", "record": "Finance totals $486,200 and the required price form totals $468,200." }, { "id": "M03-I05", "kind": "case-fact", "sourceFactIds": [ "F10" ], "confidence": "confirmed", "record": "The draft technical volume exceeds its stated page limit by 1.5 pages before final graphics." }, { "id": "M03-I06", "kind": "case-fact", "sourceFactIds": [ "F11" ], "confidence": "confirmed", "record": "The coordinator lacks authority to sign the offer or certify representations." }, { "id": "M03-I07", "kind": "case-fact", "sourceFactIds": [ "F12" ], "confidence": "confirmed", "record": "The current upload folder is 31 megabytes and includes internal working notes." }, { "id": "M03-B01", "kind": "case-brief", "sourceFactIds": [], "sourceRecordIds": [ "CB01" ], "confidence": "mixed", "record": "Use CB01, the full versioned case brief printed once at the start of this packet, as a citable narrative source for details not normalized into F01–F12. Preserve its uncertainty language and do not treat narrative detail as approval, complete operational records, or professional judgment." }, { "id": "M03-S01", "kind": "assignment-scope", "sourceFactIds": [ "F01", "F03", "F04", "F07", "F10", "F11", "F12" ], "confidence": "instruction", "record": "Build a starter version of “A provisional proposal calendar, responsibility map, deadline-verification request, and daily exception-report template.” from the listed case facts. Treat requested structures, controls, questions, calculations, and templates as learner-designed proposals. Where an operational record or result is absent, add a gap entry naming the missing evidence and authorized owner instead of fabricating it." } ], "completionBoundary": "Complete a bounded starter and gap analysis using only CB01, F01, F03, F04, F07, F10, F11, F12, and the assignment-scope record below. Populate supported fields, label every unavailable field “not supplied,” and cite the input ID for each material statement. You may design a proposed template, control, question, or decision rule, but must label it as a learner proposal rather than observed case evidence. Do not contact people, access live systems, run tests, sign records, claim approval, or invent names, dates, quotations, transactions, results, or source documents.", "starterSchema": { "id": "M03-W02", "title": "Recover the calendar guided artifact-build sheet", "columns": [ "Component ID", "Requested artifact component", "Evidence criterion to test", "Supplied input IDs", "Supported entry", "Not-supplied gap or learner proposal", "Authorized owner or reviewer", "Status" ], "rows": [ { "id": "M03-A01", "component": "Proposal calendar", "criterion": "Retains the official 2:00 p.m. Eastern deadline and marks the year and date-specific local conversion as required missing evidence", "suppliedInputIds": [ "M03-I01", "M03-I03", "M03-I05", "M03-I06", "M03-I07" ] }, { "id": "M03-A02", "component": "Responsibility map", "criterion": "Places price and representation approval before packaging", "suppliedInputIds": [ "M03-I02" ] }, { "id": "M03-A03", "component": "Deadline-verification request", "criterion": "Retains the official 2:00 p.m. Eastern deadline and marks the year and date-specific local conversion as required missing evidence | Assigns an accountable owner and backup to the critical handoffs evidenced by the packet without inventing staff names", "suppliedInputIds": [ "M03-I03" ] }, { "id": "M03-A04", "component": "Daily exception-report template", "criterion": "Retains the official 2:00 p.m. Eastern deadline and marks the year and date-specific local conversion as required missing evidence", "suppliedInputIds": [ "M03-I04" ] } ] }, "workbookPlan": { "id": "M03-WP01", "version": "2026.09.01-workbook-plan-2", "contextInputIds": [ "M03-B01", "M03-S01" ], "criterionCatalog": [ { "id": "M03-EC01", "text": "Retains the official 2:00 p.m. Eastern deadline and marks the year and date-specific local conversion as required missing evidence" }, { "id": "M03-EC02", "text": "Places price and representation approval before packaging" }, { "id": "M03-EC03", "text": "Assigns an accountable owner and backup to the critical handoffs evidenced by the packet without inventing staff names" } ], "artifacts": [ { "id": "M03-A01", "title": "Proposal calendar", "type": "calendar", "purpose": "Produce a bounded, reviewable proposal calendar from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Milestone or date", "Deliverable", "Evidence", "Owner", "Dependency", "Review gate", "Exception", "Status" ], "rowPlan": { "count": 2, "prefix": "03A01R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M03:A01", "criterionIds": [ "M03-EC01" ], "inputIds": [ "M03-I01", "M03-I03", "M03-I05", "M03-I06", "M03-I07" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M03-I01, M03-I03, M03-I05, M03-I06, M03-I07).", "Every mapped rubric criterion (M03-EC01) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M03-A02", "title": "Responsibility map", "type": "matrix", "purpose": "Produce a bounded, reviewable responsibility map from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Item ID", "Supported evidence", "Source input ID", "Criterion or required state", "Gap or learner proposal", "Owner or reviewer", "Status" ], "rowPlan": { "count": 2, "prefix": "03A02R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M03:A02", "criterionIds": [ "M03-EC02" ], "inputIds": [ "M03-I02" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M03-I02).", "Every mapped rubric criterion (M03-EC02) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M03-A03", "title": "Deadline-verification request", "type": "brief", "purpose": "Produce a bounded, reviewable deadline-verification request from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Section", "Supported statement", "Source input ID", "Assumption or gap", "Decision requested", "Reviewer", "Status" ], "rowPlan": { "count": 1, "prefix": "03A03R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M03:A03", "criterionIds": [ "M03-EC01", "M03-EC03" ], "inputIds": [ "M03-I03" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M03-I03).", "Every mapped rubric criterion (M03-EC01, M03-EC03) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M03-A04", "title": "Daily exception-report template", "type": "register", "purpose": "Produce a bounded, reviewable daily exception-report template from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Entry ID", "Issue or event", "Evidence and source ID", "Risk or impact", "Owner", "Bounded next step", "Review point", "Status" ], "rowPlan": { "count": 2, "prefix": "03A04R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M03:A04", "criterionIds": [ "M03-EC01" ], "inputIds": [ "M03-I04" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M03-I04).", "Every mapped rubric criterion (M03-EC01) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] } ], "quantityContracts": [ { "artifactId": "M03-A01", "rowCount": 2, "rowPrefix": "03A01R" }, { "artifactId": "M03-A02", "rowCount": 2, "rowPrefix": "03A02R" }, { "artifactId": "M03-A04", "rowCount": 2, "rowPrefix": "03A04R" } ], "workedStarter": { "artifactId": "M03-A01", "criterionId": "M03-EC01", "inputId": "M03-I01", "supportedValue": "The official submission deadline is September 18 at 2:00 p.m. Eastern.", "application": "Use the supplied timing condition as an anchor and mark any date, dependency, or completion claim not supplied. Cite M03-I01 (F01) in the row.", "boundary": "This is one evidence-backed starter entry, not a completed proposal calendar or an operational result." }, "knownGap": { "artifactId": "M03-A01", "criterionId": "M03-EC01", "missingEvidence": "The packet does not supply the complete live records, approvals, or execution results needed to finish the proposal calendar.", "whyItMatters": "Without that evidence, the learner cannot truthfully satisfy M03-EC01 or represent this artifact as complete.", "ownerRole": "Authorized proposal lead or contracting reviewer", "boundedNextStep": "Record the missing evidence in M03-A01, name the authorized reviewer, and leave the outcome pending; do not obtain or simulate the live record in this exercise.", "status": "Open — not supplied" }, "decisionPrompt": { "inputId": "M03-I07", "prompt": "What bounded decision can the Authorized proposal lead or contracting reviewer make from M03-I07, and what must remain pending until the missing evidence or approval is supplied?" }, "instructionalGuide": { "version": "2026.09.01-academy-workbook-instruction-bank-1", "principalArtifactId": "M03-A01", "prerequisiteCheck": [ "Confirm the official Eastern deadline and internal Mountain-time discrepancy.", "Do not calculate a local deadline without the year and date-specific conversion evidence.", "Identify price and representation approvals that must precede packaging." ], "operatingSteps": [ "Anchor the calendar on September 18 at 2:00 p.m. Eastern and cite F01.", "Mark the year and date-specific local conversion not supplied instead of using the internal Mountain-time entry.", "Sequence compliance, amendment, price, representation, page, package, and submission reviews backward from the official deadline.", "Place price reconciliation and representation authorization before final packaging or upload preparation.", "Assign accountable owner and backup roles to each critical handoff without inventing staff names.", "Add exception triggers for deadline conflict, page overage, price mismatch, signature boundary, and package contamination.", "Quality-check time zone, dependencies, review gates, and absence of invented dates or completed milestones." ], "fieldGuidance": { "Milestone or date": "Use the official deadline or a proposed relative milestone; mark calendar dates not supplied.", "Deliverable": "Name the specific compliance, price, representation, page, package, or submission output.", "Evidence": "Cite the supplied deadline or constraint and preserve its status.", "Owner": "Use accountable proposal, pricing, representation, packaging, or submission roles only.", "Dependency": "State prerequisite evidence or approval that must close first.", "Review gate": "Define the evidence and authorized disposition required to advance.", "Exception": "Name deadline, version, price, page, authority, or package problem.", "Status": "Use Proposed, Conflict open, Blocked, Review pending, or Ready for authorized review." }, "completedExampleRow": { "Milestone or date": "September 18, 2:00 p.m. Eastern; year and local conversion not supplied", "Deliverable": "Authorized final submission", "Evidence": "M03-I01 (F01, confirmed)", "Owner": "Authorized submission owner; name not supplied", "Dependency": "Price, representations, page limit, package, signature, and amendment acknowledgment must be approved.", "Review gate": "Proceed only after authorized package-readiness disposition and confirmed portal plan.", "Exception": "Internal calendar uses original Mountain-time deadline. M03-I03 (F04, confirmed).", "Status": "Official deadline recorded — conversion gap open" }, "completedKnownGapRow": { "Milestone or date": "Date-specific internal cutoff", "Deliverable": "Verified local deadline and team handoff schedule", "Evidence": "Official Eastern deadline supplied; year and correct local conversion not supplied.", "Owner": "Authorized proposal lead", "Dependency": "Official year, date-specific time-zone conversion, and approved internal buffer.", "Review gate": "Do not publish the local cutoff until verified against the controlling source.", "Exception": "Current internal Mountain-time entry conflicts with official deadline.", "Status": "Gap open — schedule not final" }, "supportingArtifacts": [], "decisionRule": { "stop": "Stop packaging or submission when deadline conversion, price, representations, version, page limit, or authority remains unresolved.", "go": "Go to the next calendar gate when its dependencies, owner, backup, and evidence are visible.", "escalate": "Escalate official deadline interpretation and submission authority to the authorized proposal or contracting reviewer." }, "completionTest": [ "The official Eastern deadline is preserved and missing year/local conversion remain explicit.", "Critical approvals precede packaging and submission.", "Each handoff has accountable and backup roles without invented staff names." ], "criterionSatisfiability": [ { "criterionId": "M03-EC01", "criterionOrdinal": 1, "criterionText": "Retains the official 2:00 p.m. Eastern deadline and marks the year and date-specific local conversion as required missing evidence", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M03-EC02", "criterionOrdinal": 2, "criterionText": "Places price and representation approval before packaging", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M03-EC03", "criterionOrdinal": 3, "criterionText": "Assigns an accountable owner and backup to the critical handoffs evidenced by the packet without inventing staff names", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." } ] } } }, { "module": 4, "title": "Repair evidence claims", "prompt": "Validate resume, past performance, subcontractor, delivery, and price-support statements.", "deliverable": "An evidence-ledger starter and claim-correction plan for the resume, warehouse, pricing, delivery, and past-performance issues; source excerpts and permissions not supplied remain explicit gaps.", "evidenceCriteria": [ "Uses F03, F06, F07, F08, and F09 to separate known claim defects from missing source records", "Provides fields for role, dates, value, scope, delivery, price, and permission without inventing the unavailable underlying documents", "Routes each corrected excerpt and commitment claim to the authorized source owner before use" ], "taskMode": "bounded-case-starter", "providedInputs": [ { "id": "M04-I01", "kind": "case-fact", "sourceFactIds": [ "F03" ], "confidence": "confirmed", "record": "Amendment one changes delivery to 14 days, changes a quantity, and requires acknowledgment." }, { "id": "M04-I02", "kind": "case-fact", "sourceFactIds": [ "F06" ], "confidence": "provisional", "record": "A proposed subcontract warehouse supplied only an unsigned availability email." }, { "id": "M04-I03", "kind": "case-fact", "sourceFactIds": [ "F07" ], "confidence": "conflicting", "record": "Finance totals $486,200 and the required price form totals $468,200." }, { "id": "M04-I04", "kind": "case-fact", "sourceFactIds": [ "F08" ], "confidence": "conflicting", "record": "The resume claims program leadership while approved records show a deputy role for nine months." }, { "id": "M04-I05", "kind": "case-fact", "sourceFactIds": [ "F09" ], "confidence": "confirmed", "record": "One proposed past-performance contact has not provided current reference permission." }, { "id": "M04-B01", "kind": "case-brief", "sourceFactIds": [], "sourceRecordIds": [ "CB01" ], "confidence": "mixed", "record": "Use CB01, the full versioned case brief printed once at the start of this packet, as a citable narrative source for details not normalized into F01–F12. Preserve its uncertainty language and do not treat narrative detail as approval, complete operational records, or professional judgment." }, { "id": "M04-S01", "kind": "assignment-scope", "sourceFactIds": [ "F03", "F06", "F07", "F08", "F09" ], "confidence": "instruction", "record": "Build a starter version of “An evidence-ledger starter and claim-correction plan for the resume, warehouse, pricing, delivery, and past-performance issues; source excerpts and permissions not supplied remain explicit gaps.” from the listed case facts. Treat requested structures, controls, questions, calculations, and templates as learner-designed proposals. Where an operational record or result is absent, add a gap entry naming the missing evidence and authorized owner instead of fabricating it." } ], "completionBoundary": "Complete a bounded starter and gap analysis using only CB01, F03, F06, F07, F08, F09, and the assignment-scope record below. Populate supported fields, label every unavailable field “not supplied,” and cite the input ID for each material statement. You may design a proposed template, control, question, or decision rule, but must label it as a learner proposal rather than observed case evidence. Do not contact people, access live systems, run tests, sign records, claim approval, or invent names, dates, quotations, transactions, results, or source documents.", "starterSchema": { "id": "M04-W02", "title": "Repair evidence claims guided artifact-build sheet", "columns": [ "Component ID", "Requested artifact component", "Evidence criterion to test", "Supplied input IDs", "Supported entry", "Not-supplied gap or learner proposal", "Authorized owner or reviewer", "Status" ], "rows": [ { "id": "M04-A01", "component": "Claim-evidence ledger", "criterion": "Uses F03, F06, F07, F08, and F09 to separate known claim defects from missing source records", "suppliedInputIds": [ "M04-I01" ] }, { "id": "M04-A02", "component": "Claim-correction plan", "criterion": "Routes each corrected excerpt and commitment claim to the authorized source owner before use", "suppliedInputIds": [ "M04-I02" ] }, { "id": "M04-A03", "component": "Source-permission register", "criterion": "Provides fields for role, dates, value, scope, delivery, price, and permission without inventing the unavailable underlying documents | Routes each corrected excerpt and commitment claim to the authorized source owner before use", "suppliedInputIds": [ "M04-I01", "M04-I03", "M04-I04", "M04-I05" ] } ] }, "workbookPlan": { "id": "M04-WP01", "version": "2026.09.01-workbook-plan-2", "contextInputIds": [ "M04-B01", "M04-S01" ], "criterionCatalog": [ { "id": "M04-EC01", "text": "Uses F03, F06, F07, F08, and F09 to separate known claim defects from missing source records" }, { "id": "M04-EC02", "text": "Provides fields for role, dates, value, scope, delivery, price, and permission without inventing the unavailable underlying documents" }, { "id": "M04-EC03", "text": "Routes each corrected excerpt and commitment claim to the authorized source owner before use" } ], "artifacts": [ { "id": "M04-A01", "title": "Claim-evidence ledger", "type": "register", "purpose": "Produce a bounded, reviewable claim-evidence ledger from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Entry ID", "Issue or event", "Evidence and source ID", "Risk or impact", "Owner", "Bounded next step", "Review point", "Status" ], "rowPlan": { "count": 2, "prefix": "04A01R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M04:A01", "criterionIds": [ "M04-EC01" ], "inputIds": [ "M04-I01" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M04-I01).", "Every mapped rubric criterion (M04-EC01) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M04-A02", "title": "Claim-correction plan", "type": "plan", "purpose": "Produce a bounded, reviewable claim-correction plan from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Step or milestone", "Trigger or date", "Evidence and source ID", "Owner", "Gate or threshold", "Dependency or gap", "Status" ], "rowPlan": { "count": 2, "prefix": "04A02R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M04:A02", "criterionIds": [ "M04-EC03" ], "inputIds": [ "M04-I02" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M04-I02).", "Every mapped rubric criterion (M04-EC03) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M04-A03", "title": "Source-permission register", "type": "register", "purpose": "Produce a bounded, reviewable source-permission register from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Entry ID", "Issue or event", "Evidence and source ID", "Risk or impact", "Owner", "Bounded next step", "Review point", "Status" ], "rowPlan": { "count": 2, "prefix": "04A03R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M04:A03", "criterionIds": [ "M04-EC02", "M04-EC03" ], "inputIds": [ "M04-I01", "M04-I03", "M04-I04", "M04-I05" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M04-I01, M04-I03, M04-I04, M04-I05).", "Every mapped rubric criterion (M04-EC02, M04-EC03) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] } ], "quantityContracts": [ { "artifactId": "M04-A01", "rowCount": 2, "rowPrefix": "04A01R" }, { "artifactId": "M04-A02", "rowCount": 2, "rowPrefix": "04A02R" }, { "artifactId": "M04-A03", "rowCount": 2, "rowPrefix": "04A03R" } ], "workedStarter": { "artifactId": "M04-A01", "criterionId": "M04-EC01", "inputId": "M04-I01", "supportedValue": "Amendment one changes delivery to 14 days, changes a quantity, and requires acknowledgment.", "application": "Open a traceable register entry for the supplied condition and route the unresolved decision to the named authorized role. Cite M04-I01 (F03) in the row.", "boundary": "This is one evidence-backed starter entry, not a completed claim-evidence ledger or an operational result." }, "knownGap": { "artifactId": "M04-A01", "criterionId": "M04-EC01", "missingEvidence": "The packet does not supply the complete live records, approvals, or execution results needed to finish the claim-evidence ledger.", "whyItMatters": "Without that evidence, the learner cannot truthfully satisfy M04-EC01 or represent this artifact as complete.", "ownerRole": "Authorized proposal lead or contracting reviewer", "boundedNextStep": "Record the missing evidence in M04-A01, name the authorized reviewer, and leave the outcome pending; do not obtain or simulate the live record in this exercise.", "status": "Open — not supplied" }, "decisionPrompt": { "inputId": "M04-I05", "prompt": "What bounded decision can the Authorized proposal lead or contracting reviewer make from M04-I05, and what must remain pending until the missing evidence or approval is supplied?" }, "instructionalGuide": { "version": "2026.09.01-academy-workbook-instruction-bank-1", "principalArtifactId": "M04-A01", "prerequisiteCheck": [ "Confirm the amendment, provisional warehouse evidence, price conflict, resume conflict, and missing reference permission.", "Separate a claim defect from a missing source record and from an authorized corrected claim.", "Do not contact references or rewrite resumes as approved evidence in this exercise." ], "operatingSteps": [ "Create one ledger entry for each material delivery, price, role, date, scope, and permission claim.", "Record the claim as currently stated and cite the supplied fact showing confirmation, conflict, provisional status, or missing permission.", "Identify the exact underlying source needed to support or correct the claim.", "Distinguish correction text as a learner proposal and preserve the original claim and version history.", "Route price, resume, subcontract availability, delivery, and reference permission to their authorized source owners.", "Block claim use until the source, permission, reviewer, and corrected version are documented.", "Quality-check every ledger entry for role, dates, value, scope, delivery, price, permission, and no invented source." ], "fieldGuidance": { "Entry ID": "Use a stable claim identifier tied to one statement.", "Issue or event": "Quote or summarize the claim defect without adding unsupported detail.", "Evidence and source ID": "Cite the exact M04-Ixx fact and confidence.", "Risk or impact": "State the compliance, credibility, pricing, delivery, or permission exposure.", "Owner": "Use the authorized source owner or proposal reviewer role.", "Bounded next step": "Request or locate the specific source, then propose correction for review.", "Review point": "Define when the claim must be rechecked before reuse.", "Status": "Use Confirmed defect, Conflict open, Permission missing, Source pending, or Approved use not supplied." }, "completedExampleRow": { "Entry ID": "CLAIM-ROLE-01", "Issue or event": "Resume claims program leadership while approved records show a deputy role for nine months.", "Evidence and source ID": "M04-I04 (F08, conflicting)", "Risk or impact": "Role and duration may be materially overstated in the proposal.", "Owner": "Authorized resume source owner and proposal reviewer", "Bounded next step": "Approved role and date source: not supplied. Obtain it, draft a source-faithful correction, and retain both versions.", "Review point": "Before resume or past-performance content is released.", "Status": "Conflict open — claim use blocked" }, "completedKnownGapRow": { "Entry ID": "CLAIM-PERM-01", "Issue or event": "Proposed past-performance contact has not provided current reference permission.", "Evidence and source ID": "M04-I05 (F09, confirmed)", "Risk or impact": "Unpermitted contact use may create privacy, relationship, or compliance exposure.", "Owner": "Authorized past-performance source owner", "Bounded next step": "Record a permission request requirement; do not contact or claim permission in this exercise.", "Review point": "Before naming the contact or submitting the reference.", "Status": "Permission not supplied — use blocked" }, "supportingArtifacts": [], "decisionRule": { "stop": "Stop use of any claim whose role, date, value, scope, delivery, price, or permission lacks authorized source support.", "go": "Go to review when original claim, source conflict, proposed correction, owner, and version history are visible.", "escalate": "Escalate price, resume, subcontract, delivery, and reference-permission claims to their authorized source owners." }, "completionTest": [ "All five supplied claim issues are separated into source, defect, correction, permission, and owner fields.", "No corrected claim is represented as approved or used.", "Version history and review status preserve original and proposed wording." ], "criterionSatisfiability": [ { "criterionId": "M04-EC01", "criterionOrdinal": 1, "criterionText": "Uses F03, F06, F07, F08, and F09 to separate known claim defects from missing source records", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M04-EC02", "criterionOrdinal": 2, "criterionText": "Provides fields for role, dates, value, scope, delivery, price, and permission without inventing the unavailable underlying documents", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M04-EC03", "criterionOrdinal": 3, "criterionText": "Routes each corrected excerpt and commitment claim to the authorized source owner before use", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." } ] } } }, { "module": 5, "title": "Run controlled reviews", "prompt": "Plan compliance, content, price, and final-production reviews with finding closure.", "deliverable": "A review plan and finding log showing retest and authorized disposition.", "evidenceCriteria": [ "Defines reviewer purpose, entry criteria, severity, owner, and due time", "Treats unresolved compliance and price gaps as release blockers", "Uses version control so reviewers assess the correct package", "Cites the supplied input IDs for material statements and marks omitted operational records or results “not supplied” rather than fabricating them" ], "taskMode": "bounded-case-starter", "providedInputs": [ { "id": "M05-I01", "kind": "case-fact", "sourceFactIds": [ "F03" ], "confidence": "confirmed", "record": "Amendment one changes delivery to 14 days, changes a quantity, and requires acknowledgment." }, { "id": "M05-I02", "kind": "case-fact", "sourceFactIds": [ "F05" ], "confidence": "confirmed", "record": "The compliance matrix and current drafts do not reflect the amendment." }, { "id": "M05-I03", "kind": "case-fact", "sourceFactIds": [ "F07" ], "confidence": "conflicting", "record": "Finance totals $486,200 and the required price form totals $468,200." }, { "id": "M05-I04", "kind": "case-fact", "sourceFactIds": [ "F10" ], "confidence": "confirmed", "record": "The draft technical volume exceeds its stated page limit by 1.5 pages before final graphics." }, { "id": "M05-I05", "kind": "case-fact", "sourceFactIds": [ "F11" ], "confidence": "confirmed", "record": "The coordinator lacks authority to sign the offer or certify representations." }, { "id": "M05-I06", "kind": "case-fact", "sourceFactIds": [ "F12" ], "confidence": "confirmed", "record": "The current upload folder is 31 megabytes and includes internal working notes." }, { "id": "M05-B01", "kind": "case-brief", "sourceFactIds": [], "sourceRecordIds": [ "CB01" ], "confidence": "mixed", "record": "Use CB01, the full versioned case brief printed once at the start of this packet, as a citable narrative source for details not normalized into F01–F12. Preserve its uncertainty language and do not treat narrative detail as approval, complete operational records, or professional judgment." }, { "id": "M05-S01", "kind": "assignment-scope", "sourceFactIds": [ "F03", "F05", "F07", "F10", "F11", "F12" ], "confidence": "instruction", "record": "Build a starter version of “A review plan and finding log showing retest and authorized disposition.” from the listed case facts. Treat requested structures, controls, questions, calculations, and templates as learner-designed proposals. Where an operational record or result is absent, add a gap entry naming the missing evidence and authorized owner instead of fabricating it." } ], "completionBoundary": "Complete a bounded starter and gap analysis using only CB01, F03, F05, F07, F10, F11, F12, and the assignment-scope record below. Populate supported fields, label every unavailable field “not supplied,” and cite the input ID for each material statement. You may design a proposed template, control, question, or decision rule, but must label it as a learner proposal rather than observed case evidence. Do not contact people, access live systems, run tests, sign records, claim approval, or invent names, dates, quotations, transactions, results, or source documents.", "starterSchema": { "id": "M05-W02", "title": "Run controlled reviews guided artifact-build sheet", "columns": [ "Component ID", "Requested artifact component", "Evidence criterion to test", "Supplied input IDs", "Supported entry", "Not-supplied gap or learner proposal", "Authorized owner or reviewer", "Status" ], "rows": [ { "id": "M05-A01", "component": "Controlled review plan", "criterion": "Defines reviewer purpose, entry criteria, severity, owner, and due time | Cites the supplied input IDs for material statements and marks omitted operational records or results “not supplied” rather than fabricating them", "suppliedInputIds": [ "M05-I01", "M05-I04", "M05-I05", "M05-I06" ] }, { "id": "M05-A02", "component": "Finding and retest log", "criterion": "Treats unresolved compliance and price gaps as release blockers", "suppliedInputIds": [ "M05-I02", "M05-I03" ] }, { "id": "M05-A03", "component": "Authorized disposition record", "criterion": "Uses version control so reviewers assess the correct package", "suppliedInputIds": [ "M05-I03" ] } ] }, "workbookPlan": { "id": "M05-WP01", "version": "2026.09.01-workbook-plan-2", "contextInputIds": [ "M05-B01", "M05-S01" ], "criterionCatalog": [ { "id": "M05-EC01", "text": "Defines reviewer purpose, entry criteria, severity, owner, and due time" }, { "id": "M05-EC02", "text": "Treats unresolved compliance and price gaps as release blockers" }, { "id": "M05-EC03", "text": "Uses version control so reviewers assess the correct package" }, { "id": "M05-EC04", "text": "Cites the supplied input IDs for material statements and marks omitted operational records or results “not supplied” rather than fabricating them" } ], "artifacts": [ { "id": "M05-A01", "title": "Controlled review plan", "type": "plan", "purpose": "Produce a bounded, reviewable controlled review plan from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Step or milestone", "Trigger or date", "Evidence and source ID", "Owner", "Gate or threshold", "Dependency or gap", "Status" ], "rowPlan": { "count": 2, "prefix": "05A01R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M05:A01", "criterionIds": [ "M05-EC01", "M05-EC04" ], "inputIds": [ "M05-I01", "M05-I04", "M05-I05", "M05-I06" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M05-I01, M05-I04, M05-I05, M05-I06).", "Every mapped rubric criterion (M05-EC01, M05-EC04) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M05-A02", "title": "Finding and retest log", "type": "register", "purpose": "Produce a bounded, reviewable finding and retest log from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Entry ID", "Issue or event", "Evidence and source ID", "Risk or impact", "Owner", "Bounded next step", "Review point", "Status" ], "rowPlan": { "count": 2, "prefix": "05A02R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M05:A02", "criterionIds": [ "M05-EC02" ], "inputIds": [ "M05-I02", "M05-I03" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M05-I02, M05-I03).", "Every mapped rubric criterion (M05-EC02) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M05-A03", "title": "Authorized disposition record", "type": "decision", "purpose": "Produce a bounded, reviewable authorized disposition record from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Decision", "Evidence for", "Evidence against", "Options and tradeoffs", "Decision owner", "Required approval", "Status" ], "rowPlan": { "count": 1, "prefix": "05A03R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M05:A03", "criterionIds": [ "M05-EC03" ], "inputIds": [ "M05-I03" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M05-I03).", "Every mapped rubric criterion (M05-EC03) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] } ], "quantityContracts": [ { "artifactId": "M05-A01", "rowCount": 2, "rowPrefix": "05A01R" }, { "artifactId": "M05-A02", "rowCount": 2, "rowPrefix": "05A02R" } ], "workedStarter": { "artifactId": "M05-A01", "criterionId": "M05-EC01", "inputId": "M05-I01", "supportedValue": "Amendment one changes delivery to 14 days, changes a quantity, and requires acknowledgment.", "application": "Use the supplied condition to define one bounded step and a review gate; leave dates and execution results pending unless supplied. Cite M05-I01 (F03) in the row.", "boundary": "This is one evidence-backed starter entry, not a completed controlled review plan or an operational result." }, "knownGap": { "artifactId": "M05-A01", "criterionId": "M05-EC01", "missingEvidence": "The packet does not supply the complete live records, approvals, or execution results needed to finish the controlled review plan.", "whyItMatters": "Without that evidence, the learner cannot truthfully satisfy M05-EC01 or represent this artifact as complete.", "ownerRole": "Authorized proposal lead or contracting reviewer", "boundedNextStep": "Record the missing evidence in M05-A01, name the authorized reviewer, and leave the outcome pending; do not obtain or simulate the live record in this exercise.", "status": "Open — not supplied" }, "decisionPrompt": { "inputId": "M05-I06", "prompt": "What bounded decision can the Authorized proposal lead or contracting reviewer make from M05-I06, and what must remain pending until the missing evidence or approval is supplied?" }, "instructionalGuide": { "version": "2026.09.01-academy-workbook-instruction-bank-1", "principalArtifactId": "M05-A01", "prerequisiteCheck": [ "Confirm amendment omission, price conflict, page overage, signature limit, and upload-folder condition.", "Define review entry criteria and severity before assigning reviewers.", "No reviewer names, retest results, dispositions, or approved package versions are supplied." ], "operatingSteps": [ "Define each review’s purpose, entry evidence, reviewer role, severity scale, due point, and exit evidence.", "Sequence compliance, pricing, technical/page, representations, and package reviews against one controlled version.", "Create findings for amendment omission and price mismatch with exact source IDs and release-blocker severity.", "Assign corrective evidence and retest method without rewriting the artifact for its owner.", "Record authorized disposition separately from finding closure and never infer approval from a retest request.", "Block release when the wrong version, unresolved price, amendment, page, signature, or internal-note issue remains.", "Quality-check reviewer independence, version identity, finding trace, owner, retest evidence, and disposition status." ], "fieldGuidance": { "Step or milestone": "Name a specific review stage and purpose.", "Trigger or date": "State the entry condition or mark due time not supplied.", "Evidence and source ID": "Cite the facts that justify the review or blocker.", "Owner": "Use the authorized review role, not an invented person.", "Gate or threshold": "Define entry, severity, closure evidence, and authorized exit disposition.", "Dependency or gap": "Record missing current version, correction, reviewer, time, or retest evidence.", "Status": "Use Proposed review, Entry blocked, Finding open, Retest pending, or Disposition pending." }, "completedExampleRow": { "Step or milestone": "Compliance review of amendment one", "Trigger or date": "Before price, technical, and package release; exact review time not supplied.", "Evidence and source ID": "M05-I01 (F03, confirmed); M05-I02 (F05, confirmed)", "Owner": "Authorized compliance reviewer", "Gate or threshold": "Current matrix and drafts must reflect changed delivery, quantity, and acknowledgment before release.", "Dependency or gap": "Corrected controlled version, reviewer identity, retest evidence, and disposition: not supplied.", "Status": "Release blocker — finding and retest pending" }, "completedKnownGapRow": { "Step or milestone": "Package review for clean upload set", "Trigger or date": "Before portal upload; exact cutoff not supplied.", "Evidence and source ID": "M05-I06 (F12, confirmed)", "Owner": "Authorized package and submission reviewer", "Gate or threshold": "Only required files, no internal notes, and approved size/version controls may pass.", "Dependency or gap": "Portal size limit, clean package, hash, review evidence, and disposition: not supplied.", "Status": "Entry blocked — package evidence missing" }, "supportingArtifacts": [], "decisionRule": { "stop": "Stop release while any material compliance, price, page, representation, version, signature, or package finding remains open.", "go": "Go to authorized disposition only after a focused retest confirms the exact closure evidence on the controlled version.", "escalate": "Escalate final finding disposition and release authority to the authorized proposal lead or contracting reviewer." }, "completionTest": [ "Every review names purpose, entry criteria, severity, owner, due point, and exit evidence.", "Unresolved compliance and price findings are release blockers.", "Review, retest, disposition, and package version remain distinct records." ], "criterionSatisfiability": [ { "criterionId": "M05-EC01", "criterionOrdinal": 1, "criterionText": "Defines reviewer purpose, entry criteria, severity, owner, and due time", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M05-EC02", "criterionOrdinal": 2, "criterionText": "Treats unresolved compliance and price gaps as release blockers", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M05-EC03", "criterionOrdinal": 3, "criterionText": "Uses version control so reviewers assess the correct package", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M05-EC04", "criterionOrdinal": 4, "criterionText": "Cites the supplied input IDs for material statements and marks omitted operational records or results “not supplied” rather than fabricating them", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." } ] } } }, { "module": 6, "title": "Prove submission readiness", "prompt": "Design a clean-package and portal-submission simulation without uploading, signing, hashing, timestamping, or claiming receipt.", "deliverable": "A submission-readiness checklist, package-manifest starter, mock-receipt template, and lessons-learned template with execution evidence pending.", "evidenceCriteria": [ "Lists the required-file and portal-size controls supported by F10 and F12 while leaving exact final files pending", "Requires authorized signature, representations, and amendment acknowledgment without recording completion", "Provides fields for a future package hash, portal timestamp, receipt, and retained version but does not fabricate those results", "Cites the supplied input IDs for material statements and marks omitted operational records or results “not supplied” rather than fabricating them" ], "taskMode": "bounded-case-starter", "providedInputs": [ { "id": "M06-I01", "kind": "case-fact", "sourceFactIds": [ "F01" ], "confidence": "confirmed", "record": "The official submission deadline is September 18 at 2:00 p.m. Eastern." }, { "id": "M06-I02", "kind": "case-fact", "sourceFactIds": [ "F02" ], "confidence": "confirmed", "record": "The base package contains 47 requirements, 12 price line items, and two mandatory representations." }, { "id": "M06-I03", "kind": "case-fact", "sourceFactIds": [ "F03" ], "confidence": "confirmed", "record": "Amendment one changes delivery to 14 days, changes a quantity, and requires acknowledgment." }, { "id": "M06-I04", "kind": "case-fact", "sourceFactIds": [ "F10" ], "confidence": "confirmed", "record": "The draft technical volume exceeds its stated page limit by 1.5 pages before final graphics." }, { "id": "M06-I05", "kind": "case-fact", "sourceFactIds": [ "F11" ], "confidence": "confirmed", "record": "The coordinator lacks authority to sign the offer or certify representations." }, { "id": "M06-I06", "kind": "case-fact", "sourceFactIds": [ "F12" ], "confidence": "confirmed", "record": "The current upload folder is 31 megabytes and includes internal working notes." }, { "id": "M06-B01", "kind": "case-brief", "sourceFactIds": [], "sourceRecordIds": [ "CB01" ], "confidence": "mixed", "record": "Use CB01, the full versioned case brief printed once at the start of this packet, as a citable narrative source for details not normalized into F01–F12. Preserve its uncertainty language and do not treat narrative detail as approval, complete operational records, or professional judgment." }, { "id": "M06-S01", "kind": "assignment-scope", "sourceFactIds": [ "F01", "F02", "F03", "F10", "F11", "F12" ], "confidence": "instruction", "record": "Build a starter version of “A submission-readiness checklist, package-manifest starter, mock-receipt template, and lessons-learned template with execution evidence pending.” from the listed case facts. Treat requested structures, controls, questions, calculations, and templates as learner-designed proposals. Where an operational record or result is absent, add a gap entry naming the missing evidence and authorized owner instead of fabricating it." } ], "completionBoundary": "Complete a bounded starter and gap analysis using only CB01, F01, F02, F03, F10, F11, F12, and the assignment-scope record below. Populate supported fields, label every unavailable field “not supplied,” and cite the input ID for each material statement. You may design a proposed template, control, question, or decision rule, but must label it as a learner proposal rather than observed case evidence. Do not contact people, access live systems, run tests, sign records, claim approval, or invent names, dates, quotations, transactions, results, or source documents.", "starterSchema": { "id": "M06-W02", "title": "Prove submission readiness guided artifact-build sheet", "columns": [ "Component ID", "Requested artifact component", "Evidence criterion to test", "Supplied input IDs", "Supported entry", "Not-supplied gap or learner proposal", "Authorized owner or reviewer", "Status" ], "rows": [ { "id": "M06-A01", "component": "Submission-readiness checklist", "criterion": "Lists the required-file and portal-size controls supported by F10 and F12 while leaving exact final files pending", "suppliedInputIds": [ "M06-I01", "M06-I04", "M06-I06" ] }, { "id": "M06-A02", "component": "Package-manifest starter", "criterion": "Requires authorized signature, representations, and amendment acknowledgment without recording completion", "suppliedInputIds": [ "M06-I02", "M06-I03", "M06-I05" ] }, { "id": "M06-A03", "component": "Mock receipt template", "criterion": "Provides fields for a future package hash, portal timestamp, receipt, and retained version but does not fabricate those results", "suppliedInputIds": [ "M06-I03" ] }, { "id": "M06-A04", "component": "Lessons-learned template", "criterion": "Cites the supplied input IDs for material statements and marks omitted operational records or results “not supplied” rather than fabricating them", "suppliedInputIds": [ "M06-I04" ] } ] }, "workbookPlan": { "id": "M06-WP01", "version": "2026.09.01-workbook-plan-2", "contextInputIds": [ "M06-B01", "M06-S01" ], "criterionCatalog": [ { "id": "M06-EC01", "text": "Lists the required-file and portal-size controls supported by F10 and F12 while leaving exact final files pending" }, { "id": "M06-EC02", "text": "Requires authorized signature, representations, and amendment acknowledgment without recording completion" }, { "id": "M06-EC03", "text": "Provides fields for a future package hash, portal timestamp, receipt, and retained version but does not fabricate those results" }, { "id": "M06-EC04", "text": "Cites the supplied input IDs for material statements and marks omitted operational records or results “not supplied” rather than fabricating them" } ], "artifacts": [ { "id": "M06-A01", "title": "Submission-readiness checklist", "type": "checklist", "purpose": "Produce a bounded, reviewable submission-readiness checklist from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Check ID", "Control or check", "Evidence required", "Source input ID", "Owner", "Result", "Exception or gap", "Status" ], "rowPlan": { "count": 2, "prefix": "06A01R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M06:A01", "criterionIds": [ "M06-EC01" ], "inputIds": [ "M06-I01", "M06-I04", "M06-I06" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M06-I01, M06-I04, M06-I06).", "Every mapped rubric criterion (M06-EC01) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M06-A02", "title": "Package-manifest starter", "type": "index", "purpose": "Produce a bounded, reviewable package-manifest starter from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Item", "Source or location", "Version or date", "Owner", "Access or review status", "Gap" ], "rowPlan": { "count": 2, "prefix": "06A02R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M06:A02", "criterionIds": [ "M06-EC02" ], "inputIds": [ "M06-I02", "M06-I03", "M06-I05" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M06-I02, M06-I03, M06-I05).", "Every mapped rubric criterion (M06-EC02) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M06-A03", "title": "Mock receipt template", "type": "template", "purpose": "Produce a bounded, reviewable mock receipt template from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Section or field", "Purpose", "Supported entry", "Source input ID", "Gap or learner proposal", "Owner or reviewer", "Status" ], "rowPlan": { "count": 1, "prefix": "06A03R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M06:A03", "criterionIds": [ "M06-EC03" ], "inputIds": [ "M06-I03" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M06-I03).", "Every mapped rubric criterion (M06-EC03) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] }, { "id": "M06-A04", "title": "Lessons-learned template", "type": "template", "purpose": "Produce a bounded, reviewable lessons-learned template from cited packet evidence while exposing unsupported fields and required approvals.", "instructions": "Use only the scoped case-fact inputs below. Cite an input ID for each supported statement; label proposed structures “learner proposal” and unavailable evidence “not supplied.”", "columns": [ "Section or field", "Purpose", "Supported entry", "Source input ID", "Gap or learner proposal", "Owner or reviewer", "Status" ], "rowPlan": { "count": 2, "prefix": "06A04R", "blankState": "Not supplied / learner to complete" }, "reviewedMappingId": "government-proposal-coordination:M06:A04", "criterionIds": [ "M06-EC04" ], "inputIds": [ "M06-I04" ], "completionChecks": [ "Every supported entry identifies and cites at least one applicable scoped case-fact input (M06-I04).", "Every mapped rubric criterion (M06-EC04) is addressed in the artifact or a named evidence gap.", "Unsupported fields remain “not supplied” or are explicitly labeled as a learner proposal.", "The Authorized proposal lead or contracting reviewer is named for decisions or review; no approval or execution is implied." ] } ], "quantityContracts": [ { "artifactId": "M06-A01", "rowCount": 2, "rowPrefix": "06A01R" }, { "artifactId": "M06-A02", "rowCount": 2, "rowPrefix": "06A02R" }, { "artifactId": "M06-A04", "rowCount": 2, "rowPrefix": "06A04R" } ], "workedStarter": { "artifactId": "M06-A01", "criterionId": "M06-EC01", "inputId": "M06-I01", "supportedValue": "The official submission deadline is September 18 at 2:00 p.m. Eastern.", "application": "Use the supplied condition to define one check, then mark the result pending until the required verification evidence exists. Cite M06-I01 (F01) in the row.", "boundary": "This is one evidence-backed starter entry, not a completed submission-readiness checklist or an operational result." }, "knownGap": { "artifactId": "M06-A01", "criterionId": "M06-EC01", "missingEvidence": "The packet does not supply the complete live records, approvals, or execution results needed to finish the submission-readiness checklist.", "whyItMatters": "Without that evidence, the learner cannot truthfully satisfy M06-EC01 or represent this artifact as complete.", "ownerRole": "Authorized proposal lead or contracting reviewer", "boundedNextStep": "Record the missing evidence in M06-A01, name the authorized reviewer, and leave the outcome pending; do not obtain or simulate the live record in this exercise.", "status": "Open — not supplied" }, "decisionPrompt": { "inputId": "M06-I06", "prompt": "What bounded decision can the Authorized proposal lead or contracting reviewer make from M06-I06, and what must remain pending until the missing evidence or approval is supplied?" }, "instructionalGuide": { "version": "2026.09.01-academy-workbook-instruction-bank-1", "principalArtifactId": "M06-A01", "prerequisiteCheck": [ "Confirm official deadline, base-package counts, amendment acknowledgment, page overage, signature boundary, and upload-folder condition.", "Treat package hash, portal timestamp, receipt, retained version, and authorized signatures as future fields only.", "No upload, portal action, acknowledgment, signature, or receipt is supplied." ], "operatingSteps": [ "List every required package and portal control supported by the packet before preparing a readiness result.", "Define evidence required for page limit, file size, clean files, price agreement, amendment acknowledgment, representations, and authorized signature.", "Cite the source input for each check and distinguish fact supplied from result not supplied.", "Assign role-level owners for content, price, representations, signature, packaging, and submission.", "Use the manifest and mock receipt fields only as templates; never fabricate hash, timestamp, portal receipt, or retained version.", "Block readiness if internal notes, page overage, price conflict, signature, or acknowledgment remain unresolved.", "Quality-check manifest-to-checklist coverage, versions, permissions, exact deadline, and absence of implied submission." ], "fieldGuidance": { "Check ID": "Use a stable readiness-control identifier.", "Control or check": "Name the exact file, page, price, acknowledgment, signature, representation, or portal control.", "Evidence required": "Specify the file, comparison, approval, receipt, hash, or timestamp needed.", "Source input ID": "Cite the supplied fact that creates the control.", "Owner": "Use authorized content, pricing, signature, packaging, or submission role.", "Result": "Use Not tested, Fact supplied, Exception present, or Approval not supplied.", "Exception or gap": "State the exact missing or failing evidence.", "Status": "Use Blocking, Ready for review, Template only, or Submission not performed." }, "completedExampleRow": { "Check ID": "READY-PAGE-01", "Control or check": "Technical volume complies with stated page limit", "Evidence required": "Controlled final technical volume and independent page-count evidence.", "Source input ID": "M06-I04 (F10, confirmed)", "Owner": "Authorized technical-volume and compliance reviewer", "Result": "Current draft exceeds its stated limit by 1.5 pages before final graphics.", "Exception or gap": "Corrected final volume, final graphics impact, page-count evidence, and approval: not supplied.", "Status": "Blocking — readiness not demonstrated" }, "completedKnownGapRow": { "Check ID": "READY-PORTAL-01", "Control or check": "Portal package upload and receipt evidence", "Evidence required": "Approved package hash, upload timestamp, portal receipt, and retained submitted version.", "Source input ID": "M06-I06 (F12, confirmed, package condition only)", "Owner": "Authorized submission owner", "Result": "No upload or receipt is supplied; current folder contains internal working notes.", "Exception or gap": "Clean package, portal limit, hash, timestamp, receipt, and retained version: not supplied.", "Status": "Template only — submission not performed" }, "supportingArtifacts": [], "decisionRule": { "stop": "Stop upload when any required file, size, page, price, acknowledgment, representation, signature, version, or package-cleanliness control is unresolved.", "go": "Go to authorized upload only after every readiness check has traceable evidence and approval.", "escalate": "Escalate signature, representations, amendment acknowledgment, and final submission to authorized owners." }, "completionTest": [ "The checklist covers required files, portal controls, page, package, signature, representations, and acknowledgment.", "Future hash, timestamp, receipt, and retained-version fields remain not supplied.", "No submission, signature, acknowledgment, or portal result is fabricated." ], "criterionSatisfiability": [ { "criterionId": "M06-EC01", "criterionOrdinal": 1, "criterionText": "Lists the required-file and portal-size controls supported by F10 and F12 while leaving exact final files pending", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M06-EC02", "criterionOrdinal": 2, "criterionText": "Requires authorized signature, representations, and amendment acknowledgment without recording completion", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M06-EC03", "criterionOrdinal": 3, "criterionText": "Provides fields for a future package hash, portal timestamp, receipt, and retained version but does not fabricate those results", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." }, { "criterionId": "M06-EC04", "criterionOrdinal": 4, "criterionText": "Cites the supplied input IDs for material statements and marks omitted operational records or results “not supplied” rather than fabricating them", "currentSatisfiable": true, "afterProposedRepairsSatisfiable": true, "finding": "Satisfiable from the module’s scoped inputs when unavailable operational evidence is explicitly recorded as not supplied and review remains pending." } ] } } } ], "ambiguities": [ { "issue": "The subcontractor expresses availability but has not made an authorized commitment for the revised delivery period.", "judgmentRequired": "Decide whether to secure evidence, qualify the claim, redesign the approach, or recommend no-bid before the internal gate.", "doNotAssume": "Do not present informal availability as committed capacity or guaranteed 14-day performance." }, { "issue": "The pricing discrepancy may be an omitted freight row, an outdated quantity, or both.", "judgmentRequired": "Reconcile the approved pricing source to every required line and identify who may approve the final offer.", "doNotAssume": "Do not choose the lower or higher total without tracing scope, formula, amendment, and authority." } ], "debrief": { "principle": "There is no single universal bid decision. A defensible recommendation shows how official requirements, evidence gaps, schedule, authority, and delivery risk affect the choice.", "moduleGuides": [ { "module": 1, "reasoning": "A potentially attractive opportunity can still be a no-bid if mandatory capacity or authority cannot be secured. The brief should distinguish a solvable gap from a disqualifying one.", "strongEvidence": [ "Current source package", "Owned dependency and decision log" ] }, { "module": 2, "reasoning": "A complete matrix does more than count rows. It connects each instruction and evaluation requirement to content, proof, owner, review, and amendment status.", "strongEvidence": [ "Requirement citations", "Amendment delta trace" ] }, { "module": 3, "reasoning": "Backward scheduling should protect review and authorization time, not merely fill every hour with drafting. Time-zone and portal constraints belong in the critical path.", "strongEvidence": [ "Verified deadline conversion", "Dependency-aware calendar" ] }, { "module": 4, "reasoning": "Past-performance and resume claims should describe the documented role accurately. A narrower true claim is stronger than an inflated one that creates representation risk.", "strongEvidence": [ "Approved source records", "Permission and claim ledger" ] }, { "module": 5, "reasoning": "Review findings need severity, ownership, disposition, and retest. A review meeting without closure evidence is activity, not control.", "strongEvidence": [ "Requirement-linked findings", "Verified correction status" ] }, { "module": 6, "reasoning": "The final proof is the exact authorized package and system confirmation. Local files and calendar completion do not establish timely receipt by the designated system.", "strongEvidence": [ "Final package manifest", "Timestamped mock acceptance record" ] } ], "specialistEscalations": [ { "trigger": "Questions about solicitation meaning, representations, eligibility, protests, organizational conflicts, or contract terms", "specialist": "Authorized contracts leader and qualified government-contracts counsel as appropriate", "boundary": "The coordinator tracks requirements but does not issue legal interpretations or certify eligibility." }, { "trigger": "Final pricing, cost treatment, offer signature, certifications, or binding subcontract commitments", "specialist": "Authorized company officer, pricing or accounting reviewer, and authorized subcontract representatives", "boundary": "Preparation does not create authority to bind any party or certify facts." } ] }, "caseBriefId": "CB01" }