# Vercy AI instruction - YAML 1.2 (JSON-compatible) { "vercy": "1.0-draft", "publication": { "status": "published", "adjudicationStatus": "reviewable-draft", "publishableCanonical": false, "generatedAt": "2026-09-06T17:02:57Z", "synthesisSha256": "58f271376efad172004516d1e888853a38a334ec2c29fbe45a9eb0796d86b41e", "providerMode": "single-provider-waiver", "providers": [ "Codex" ], "waivedProviders": [ "Claude", "Grok" ] }, "metaModel": { "id": "WM-ECO-030", "registryId": "vr.wm-eco-030", "name": "Grant / Donation", "version": "0.3.0-research.1", "previousVersions": [], "entryKind": "aggregate", "family": "World Models", "category": "Society, people and institutions", "industry": [ "Cross-industry" ], "domain": [ "SOC.ECO.GNT" ], "tags": [ "grant", "donation", "soc.eco.gnt" ], "status": "published" }, "canonicalUrl": "https://ver.cy/models/wm-eco-030-grant-donation/", "sourceUrl": "https://github.com/ver-cy/world-models/tree/feat/mega-model-registry/research/runs/wm-eco-030", "model": { "registry_id": "vr.wm-eco-030", "model_id": "WM-ECO-030", "name": "Grant / Donation", "entry_kind": "aggregate", "purpose": "Represent a governed non-exchange contribution specification family with mandatory grant-award and donation-or-gift profiles so agents can understand parties, award decisions, agreements, restrictions, values, disbursement and use bindings, funded work, results, reporting and remedies without confusing an award with a transfer, expenditure, outcome, tax benefit or closeout.", "scope_statement": "Owns contribution identity, mandatory grant-award versus donation-or-gift discriminator, revisions, profiles and states; cash, in-kind, service, asset, data and rights forms; grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, pass-through, intermediary, implementer, subrecipient, partner, reviewer and auditor role bindings; opportunity, appeal, solicitation, application, nomination, pledge, selection, award decision, notice, acceptance, agreement and amendment references; purpose, earmark, eligibility, restriction, prohibited use, condition, milestone, matching, co-funding, cost-share, indirect-cost and exception assertions; ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount assertions; currency, exchange rate, fair value and valuation uncertainty; tranche, drawdown, payment, transfer, receipt, reconciliation, eligible-cost, expenditure, procurement, payroll, asset and tax references; funded project, activity, workplan, budget line, deliverable and dependency bindings; output, outcome, impact, indicator, baseline, target, measurement and causal-limit assertions; financial, performance, compliance, progress and final report bindings; monitoring, review, site visit, audit finding, corrective action, amendment, extension, suspension, termination, unspent balance, refund, clawback, recapture and closeout assertions; donation acceptance, refusal, return, failed appeal, anonymity, dedication, recognition, acknowledgement and quid-pro-quo context; distinct clocks, provenance, privacy, access, retention, validation and loss-aware projections. External program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain authoritative.", "in_scope": [ "Contribution identity, grant and donation subtypes, forms, parties, opportunity and application references, award, acceptance, agreement, purpose, restrictions, conditions, values and schedules", "Disbursement and use bindings, funded work, results, indicators, reporting, monitoring, lifecycle, remedies, donation safeguards, clocks, provenance, access, retention, validation and projections" ], "out_of_scope": [ "Owning Program, Campaign, Appeal, Application, Party, Project, Agreement, Bank Account, Payment, Procurement, Payroll, Invoice, Tax, Accounting Ledger, Asset, Dataset, Indicator, Evaluation, Dispute, Audit or Records masters", "Treating grant and donation as one undifferentiated instance type, or treating application, award, agreement, commitment, obligation, disbursement, receipt, expenditure, result, report acceptance, tax benefit, refund and closeout as mutually proving states", "Autonomous award, pledge acceptance, agreement, restriction waiver, cost approval, payment, tax conclusion, disclosure, clawback, return or destruction" ], "boundary_notes": [ { "neighbor": "WM-POL-012 Public Benefit / Program", "distinction": "The unified registry supplies a provisional parent signal only. A program defines public-purpose eligibility and delivery; this model defines one contribution instrument and its conditions without a settled containment edge.", "source_refs": [ "SRC-001", "SRC-004", "SRC-005", "SRC-021" ] }, { "neighbor": "Grant award versus donation or gift", "distinction": "They share non-exchange contribution governance but remain mandatory discriminated profiles. A grant normally carries an award instrument and performance conditions; a donation or gift is freely given and may carry compatible restrictions.", "source_refs": [ "SRC-004", "SRC-005", "SRC-013", "SRC-018" ] }, { "neighbor": "Procurement, contract, loan, investment, sponsorship and benefit", "distinction": "Exchange acquisition, repayment, ownership return, promotional consideration and entitlement are distinct boundaries and must not be reclassified as a grant or donation merely because value moves.", "source_refs": [ "SRC-004", "SRC-013", "SRC-017", "SRC-018" ] }, { "neighbor": "Payment, expenditure, accounting, tax and result evidence", "distinction": "The contribution binds source-qualified external records. Award state never proves transfer, eligible use, accounting recognition, tax treatment, output, outcome or causality.", "source_refs": [ "SRC-003", "SRC-007", "SRC-008", "SRC-009", "SRC-015", "SRC-016", "SRC-017", "SRC-022" ] }, { "neighbor": "Public-grant, aid, philanthropy, accounting, tax and interoperability standards", "distinction": "Each covers a jurisdiction, sector, transaction, disclosure or reporting facet; every mapping is version-pinned, profile-qualified and loss-declaring.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-009", "SRC-010", "SRC-011", "SRC-012", "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-017", "SRC-018", "SRC-019", "SRC-020", "SRC-021", "SRC-022", "SRC-023", "SRC-024" ] } ] }, "sources": [ { "id": "SRC-001", "title": "The Grant Lifecycle", "organization": "Grants.gov", "url": "https://www.grants.gov/learn-grants/grants-101/the-grant-lifecycle", "version_or_date": "Official guidance accessed 6 September 2026", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Separates funding opportunity, application, award decision, implementation, reporting and closeout phases." }, { "id": "SRC-002", "title": "Award Phase", "organization": "Grants.gov", "url": "https://www.grants.gov/learn-grants/grants-101/award-phase", "version_or_date": "Official guidance accessed 6 September 2026", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Separates final award decision, notice of award, acceptance, legal obligation and disbursement." }, { "id": "SRC-003", "title": "Grant Reporting", "organization": "Grants.gov", "url": "https://www.grants.gov/learn-grants/grant-reporting", "version_or_date": "Official guidance accessed 6 September 2026", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines financial, compliance, project, subaward and public-transparency reporting roles." }, { "id": "SRC-004", "title": "Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards", "organization": "United States Electronic Code of Federal Regulations", "url": "https://www.ecfr.gov/current/title-2/subtitle-A/chapter-II/part-200", "version_or_date": "2 CFR Part 200 current text accessed 6 September 2026", "source_type": "legislation", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines Federal awards, grant agreements, recipients, subawards, costs, performance, remedies and closeout." }, { "id": "SRC-005", "title": "Financial rules applicable to the general budget of the Union", "organization": "European Union", "url": "https://eur-lex.europa.eu/eli/reg/2024/2509/oj", "version_or_date": "Regulation EU Euratom 2024/2509", "source_type": "legislation", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines EU grant agreements, subjects, beneficiaries, duration, expected results, maximum funding, reporting, payments and visibility." }, { "id": "SRC-006", "title": "IATI Standard", "organization": "International Aid Transparency Initiative", "url": "https://reference.iatistandard.org/en/iati-standard/", "version_or_date": "IATI Standard version 2 family; accessed 6 September 2026", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines organization and activity-level development and humanitarian data publication." }, { "id": "SRC-007", "title": "What is IATI", "organization": "International Aid Transparency Initiative", "url": "https://reference.iatistandard.org/en/about/what-is-iati/", "version_or_date": "Official reference accessed 6 September 2026", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Separates activity, budget, commitment, disbursement, expenditure, location, sector and results data." }, { "id": "SRC-008", "title": "Results information", "organization": "International Aid Transparency Initiative", "url": "https://reference.iatistandard.org/en/guidance/standard-guidance/results/", "version_or_date": "Guidance updated 27 July 2020", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Separates outputs, outcomes and impacts and binds each result to indicators and periods." }, { "id": "SRC-009", "title": "Budgets and transactions", "organization": "International Aid Transparency Initiative", "url": "https://docs.publisher.iatistandard.org/en/latest/financials/", "version_or_date": "Publisher documentation accessed 6 September 2026", "source_type": "first-party-doc", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Separates forward-looking budgets from dated incoming and outgoing transactions." }, { "id": "SRC-010", "title": "360Giving Data Standard technical reference", "organization": "360Giving", "url": "https://standard.threesixtygiving.org/en/latest/technical/reference/", "version_or_date": "Latest documentation accessed 6 September 2026", "source_type": "schema", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines a grant root with identifiers, funders, recipients, locations, classifications, programmes and transactions." }, { "id": "SRC-011", "title": "Decide what information to publish", "organization": "360Giving", "url": "https://www.360giving.org/publish/guidance/prepare/decide-what-to-publish/", "version_or_date": "Official guidance accessed 6 September 2026", "source_type": "first-party-doc", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines core grant publication fields and privacy-aware location guidance." }, { "id": "SRC-012", "title": "About our Data Standard", "organization": "360Giving", "url": "https://www.360giving.org/about/model/our-data-standard/", "version_or_date": "Official description accessed 6 September 2026", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines required, optional and enhanced grant data and funder-owned publication." }, { "id": "SRC-013", "title": "Accepting, refusing and returning donations to your charity", "organization": "Charity Commission for England and Wales", "url": "https://www.gov.uk/guidance/accepting-refusing-and-returning-donations-to-your-charity", "version_or_date": "Guidance published 4 March 2024", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Separates donation, grant-as-donation and contract and records acceptance, refusal and return decisions." }, { "id": "SRC-014", "title": "Due diligence, monitoring and end use of charitable funds", "organization": "Charity Commission for England and Wales", "url": "https://www.gov.uk/government/publications/charities-due-diligence-monitoring-and-verifying-the-end-use-of-charitable-funds/chapter-2-due-diligence-monitoring-and-end-use-of-funds", "version_or_date": "Official guidance accessed 6 September 2026", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Covers due diligence, conditional donations, end-use monitoring and recorded risk decisions." }, { "id": "SRC-015", "title": "Charitable organizations: substantiation and disclosure requirements", "organization": "United States Internal Revenue Service", "url": "https://www.irs.gov/charities-non-profits/charitable-organizations/charitable-organizations-substantiation-and-disclosure-requirements", "version_or_date": "Official guidance accessed 6 September 2026", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines acknowledgements, noncash substantiation and quid-pro-quo disclosures for a United States tax profile." }, { "id": "SRC-016", "title": "Charitable Contributions: Substantiation and Disclosure Requirements", "organization": "United States Internal Revenue Service", "url": "https://www.irs.gov/pub/irs-pdf/p1771.pdf", "version_or_date": "Publication 1771, revised November 2023", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines donor records, donee acknowledgements and disclosure evidence for a scoped tax profile." }, { "id": "SRC-017", "title": "IAS 20 Accounting for Government Grants and Disclosure of Government Assistance", "organization": "IFRS Foundation", "url": "https://www.ifrs.org/issued-standards/list-of-standards/ias-20-accounting-for-government-grants-and-disclosure-of-government-assistance/", "version_or_date": "IAS 20 page accessed 6 September 2026", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Separates grant conditions, reasonable assurance, receipt, recognition, presentation and repayment accounting." }, { "id": "SRC-018", "title": "Glossary of statistical terms and concepts of development finance", "organization": "Organisation for Economic Co-operation and Development", "url": "https://www.oecd.org/en/topics/sub-issues/oda-standards/glossary-of-statistical-terms-and-concepts-of-development-finance.html", "version_or_date": "Official glossary accessed 6 September 2026", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines grant as a cash, goods or service transfer requiring no repayment and distinguishes grant element." }, { "id": "SRC-019", "title": "ISO 4217 currency codes", "organization": "International Organization for Standardization", "url": "https://www.iso.org/iso-4217-currency-codes.html", "version_or_date": "Current codes page accessed 6 September 2026", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines versioned currency codes for monetary assertions." }, { "id": "SRC-020", "title": "Date and Time on the Internet: Timestamps", "organization": "Internet Engineering Task Force", "url": "https://www.rfc-editor.org/rfc/rfc3339.html", "version_or_date": "RFC 3339 July 2002, updated by RFC 9557", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines interoperable timestamps with seconds and explicit UTC relation." }, { "id": "SRC-021", "title": "PROV-O: The PROV Ontology", "organization": "World Wide Web Consortium", "url": "https://www.w3.org/TR/prov-o/", "version_or_date": "W3C Recommendation 30 April 2013", "source_type": "ontology", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines entities, activities, agents, attribution, derivation and revision provenance." }, { "id": "SRC-022", "title": "Data Quality Vocabulary", "organization": "World Wide Web Consortium", "url": "https://www.w3.org/TR/vocab-dqv/", "version_or_date": "W3C Working Group Note 15 December 2016", "source_type": "ontology", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines quality dimensions, metrics, measurements, annotations and policies." }, { "id": "SRC-023", "title": "ODRL Information Model 2.2", "organization": "World Wide Web Consortium", "url": "https://www.w3.org/TR/odrl-model/", "version_or_date": "W3C Recommendation 15 February 2018", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines permissions, prohibitions, duties, constraints, assets and parties." }, { "id": "SRC-024", "title": "OpenAPI Specification 3.1.1", "organization": "OpenAPI Initiative", "url": "https://spec.openapis.org/oas/v3.1.1.html", "version_or_date": "Version 3.1.1, 24 October 2024", "source_type": "standard", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-09-06T17:00:00Z", "relevance": "Defines HTTP API operations, schemas, responses, security and reusable components." } ], "structure": { "bundles": [ { "id": "identity-classification-parties-and-standing", "name": "Identity, classification, parties and standing", "description": "Groups grant or donation context for identity, classification, parties and standing.", "rationale": "Identify one governed non-exchange contribution and its roles without conflating grant, donation, agreement, transaction or accounting records", "source_refs": [ "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-010", "SRC-013", "SRC-014", "SRC-018", "SRC-021" ], "layers": [ { "id": "contribution-identity-subtype-form-and-version", "name": "Contribution identity, subtype, form and version", "description": "Groups source-qualified grant or donation context for contribution identity, subtype, form and version.", "source_refs": [ "SRC-002", "SRC-004", "SRC-005", "SRC-010", "SRC-018", "SRC-021" ], "findings": [ { "id": "grant-or-donation-id-profile-version-status-and-master-system", "name": "Grant or donation ID, profile, version, status and master system", "description": "Records grant or donation id, profile, version, status and master system as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-002", "SRC-004", "SRC-005", "SRC-010", "SRC-018", "SRC-021" ], "questions": [ { "id": "grant-or-donation-id-profile-version-status-and-master-system-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish grant or donation id, profile, version, status and master system?", "kind": "identity", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "grant-or-donation-id-profile-version-status-and-master-system-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on grant or donation id, profile, version, status and master system, for which purpose and under what authority?", "kind": "spatial", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "grant-or-donation-id-profile-version-status-and-master-system-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify grant or donation id, profile, version, status and master system?", "kind": "evidence", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "grant-or-donation-id-profile-version-status-and-master-system-data", "name": "Grant or donation ID, profile, version, status and master system data", "description": "Typed grant or donation data for grant or donation id, profile, version, status and master system, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-004", "SRC-005", "SRC-010", "SRC-018", "SRC-021" ] } ], "artifacts": [ { "id": "grant-or-donation-id-profile-version-status-and-master-system-record", "name": "Grant or donation ID, profile, version, status and master system record", "description": "Immutable or successor-versioned contribution evidence for grant or donation id, profile, version, status and master system with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for grant-or-donation-id-profile-version-status-and-master-system; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-002", "SRC-004", "SRC-005", "SRC-010", "SRC-018", "SRC-021" ] } ], "inline_only_rationale": null }, { "id": "grant-award-versus-donation-gift-cash-in-kind-service-and-rights-discriminator", "name": "Grant-award versus donation, gift, cash, in-kind, service and rights discriminator", "description": "Records grant-award versus donation, gift, cash, in-kind, service and rights discriminator as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-002", "SRC-004", "SRC-005", "SRC-010", "SRC-018", "SRC-021" ], "questions": [ { "id": "grant-award-versus-donation-gift-cash-in-kind-service-and-rights-discriminator-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish grant-award versus donation, gift, cash, in-kind, service and rights discriminator?", "kind": "classification", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "grant-award-versus-donation-gift-cash-in-kind-service-and-rights-discriminator-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on grant-award versus donation, gift, cash, in-kind, service and rights discriminator, for which purpose and under what authority?", "kind": "provenance", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "grant-award-versus-donation-gift-cash-in-kind-service-and-rights-discriminator-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify grant-award versus donation, gift, cash, in-kind, service and rights discriminator?", "kind": "quality", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "grant-award-versus-donation-gift-cash-in-kind-service-and-rights-discriminator-data", "name": "Grant-award versus donation, gift, cash, in-kind, service and rights discriminator data", "description": "Typed grant or donation data for grant-award versus donation, gift, cash, in-kind, service and rights discriminator, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-004", "SRC-005", "SRC-010", "SRC-018", "SRC-021" ] } ], "artifacts": [ { "id": "grant-award-versus-donation-gift-cash-in-kind-service-and-rights-discriminator-record", "name": "Grant-award versus donation, gift, cash, in-kind, service and rights discriminator record", "description": "Immutable or successor-versioned contribution evidence for grant-award versus donation, gift, cash, in-kind, service and rights discriminator with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for grant-award-versus-donation-gift-cash-in-kind-service-and-rights-discriminator; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-002", "SRC-004", "SRC-005", "SRC-010", "SRC-018", "SRC-021" ] } ], "inline_only_rationale": null } ] }, { "id": "funder-donor-recipient-beneficiary-and-intermediary-standing", "name": "Funder, donor, recipient, beneficiary and intermediary standing", "description": "Groups source-qualified grant or donation context for funder, donor, recipient, beneficiary and intermediary standing.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-010", "SRC-013", "SRC-014" ], "findings": [ { "id": "grantor-donor-sponsor-recipient-donee-and-beneficiary-roles", "name": "Grantor, donor, sponsor, recipient, donee and beneficiary roles", "description": "Records grantor, donor, sponsor, recipient, donee and beneficiary roles as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-010", "SRC-013", "SRC-014" ], "questions": [ { "id": "grantor-donor-sponsor-recipient-donee-and-beneficiary-roles-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish grantor, donor, sponsor, recipient, donee and beneficiary roles?", "kind": "relationship", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "grantor-donor-sponsor-recipient-donee-and-beneficiary-roles-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on grantor, donor, sponsor, recipient, donee and beneficiary roles, for which purpose and under what authority?", "kind": "ownership", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "grantor-donor-sponsor-recipient-donee-and-beneficiary-roles-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify grantor, donor, sponsor, recipient, donee and beneficiary roles?", "kind": "validation", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "grantor-donor-sponsor-recipient-donee-and-beneficiary-roles-data", "name": "Grantor, donor, sponsor, recipient, donee and beneficiary roles data", "description": "Typed grant or donation data for grantor, donor, sponsor, recipient, donee and beneficiary roles, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-010", "SRC-013", "SRC-014" ] } ], "artifacts": [ { "id": "grantor-donor-sponsor-recipient-donee-and-beneficiary-roles-record", "name": "Grantor, donor, sponsor, recipient, donee and beneficiary roles record", "description": "Immutable or successor-versioned contribution evidence for grantor, donor, sponsor, recipient, donee and beneficiary roles with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for grantor-donor-sponsor-recipient-donee-and-beneficiary-roles; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-010", "SRC-013", "SRC-014" ] } ], "inline_only_rationale": null }, { "id": "pass-through-fiscal-sponsor-implementer-subrecipient-partner-and-auditor-roles", "name": "Pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles", "description": "Records pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-010", "SRC-013", "SRC-014" ], "questions": [ { "id": "pass-through-fiscal-sponsor-implementer-subrecipient-partner-and-auditor-roles-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles?", "kind": "authority", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "pass-through-fiscal-sponsor-implementer-subrecipient-partner-and-auditor-roles-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles, for which purpose and under what authority?", "kind": "authority", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "pass-through-fiscal-sponsor-implementer-subrecipient-partner-and-auditor-roles-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles?", "kind": "security", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "pass-through-fiscal-sponsor-implementer-subrecipient-partner-and-auditor-roles-data", "name": "Pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles data", "description": "Typed grant or donation data for pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-010", "SRC-013", "SRC-014" ] } ], "artifacts": [ { "id": "pass-through-fiscal-sponsor-implementer-subrecipient-partner-and-auditor-roles-record", "name": "Pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles record", "description": "Immutable or successor-versioned contribution evidence for pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for pass-through-fiscal-sponsor-implementer-subrecipient-partner-and-auditor-roles; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-010", "SRC-013", "SRC-014" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "origin-decision-agreement-purpose-and-restrictions", "name": "Origin, decision, agreement, purpose and restrictions", "description": "Groups grant or donation context for origin, decision, agreement, purpose and restrictions.", "rationale": "Separate application, pledge, award, acceptance and agreement while preserving purpose, eligibility and conditions", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-013", "SRC-014", "SRC-017", "SRC-021", "SRC-023" ], "layers": [ { "id": "solicitation-application-pledge-award-and-acceptance-boundaries", "name": "Solicitation, application, pledge, award and acceptance boundaries", "description": "Groups source-qualified grant or donation context for solicitation, application, pledge, award and acceptance boundaries.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-013", "SRC-021" ], "findings": [ { "id": "opportunity-appeal-solicitation-application-nomination-and-pledge-reference", "name": "Opportunity, appeal, solicitation, application, nomination and pledge reference", "description": "Records opportunity, appeal, solicitation, application, nomination and pledge reference as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-013", "SRC-021" ], "questions": [ { "id": "opportunity-appeal-solicitation-application-nomination-and-pledge-reference-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish opportunity, appeal, solicitation, application, nomination and pledge reference?", "kind": "composition", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "opportunity-appeal-solicitation-application-nomination-and-pledge-reference-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on opportunity, appeal, solicitation, application, nomination and pledge reference, for which purpose and under what authority?", "kind": "requirement", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "opportunity-appeal-solicitation-application-nomination-and-pledge-reference-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify opportunity, appeal, solicitation, application, nomination and pledge reference?", "kind": "privacy", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "opportunity-appeal-solicitation-application-nomination-and-pledge-reference-data", "name": "Opportunity, appeal, solicitation, application, nomination and pledge reference data", "description": "Typed grant or donation data for opportunity, appeal, solicitation, application, nomination and pledge reference, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-013", "SRC-021" ] } ], "artifacts": [ { "id": "opportunity-appeal-solicitation-application-nomination-and-pledge-reference-record", "name": "Opportunity, appeal, solicitation, application, nomination and pledge reference record", "description": "Immutable or successor-versioned contribution evidence for opportunity, appeal, solicitation, application, nomination and pledge reference with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for opportunity-appeal-solicitation-application-nomination-and-pledge-reference; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-013", "SRC-021" ] } ], "inline_only_rationale": null }, { "id": "selection-award-decision-notice-acceptance-agreement-and-amendment", "name": "Selection, award decision, notice, acceptance, agreement and amendment", "description": "Records selection, award decision, notice, acceptance, agreement and amendment as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-013", "SRC-021" ], "questions": [ { "id": "selection-award-decision-notice-acceptance-agreement-and-amendment-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish selection, award decision, notice, acceptance, agreement and amendment?", "kind": "lifecycle", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "selection-award-decision-notice-acceptance-agreement-and-amendment-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on selection, award decision, notice, acceptance, agreement and amendment, for which purpose and under what authority?", "kind": "constraint", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "selection-award-decision-notice-acceptance-agreement-and-amendment-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify selection, award decision, notice, acceptance, agreement and amendment?", "kind": "retention", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "selection-award-decision-notice-acceptance-agreement-and-amendment-data", "name": "Selection, award decision, notice, acceptance, agreement and amendment data", "description": "Typed grant or donation data for selection, award decision, notice, acceptance, agreement and amendment, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-013", "SRC-021" ] } ], "artifacts": [ { "id": "selection-award-decision-notice-acceptance-agreement-and-amendment-record", "name": "Selection, award decision, notice, acceptance, agreement and amendment record", "description": "Immutable or successor-versioned contribution evidence for selection, award decision, notice, acceptance, agreement and amendment with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for selection-award-decision-notice-acceptance-agreement-and-amendment; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-013", "SRC-021" ] } ], "inline_only_rationale": null } ] }, { "id": "purpose-eligibility-restriction-condition-and-cost-sharing", "name": "Purpose, eligibility, restriction, condition and cost sharing", "description": "Groups source-qualified grant or donation context for purpose, eligibility, restriction, condition and cost sharing.", "source_refs": [ "SRC-004", "SRC-005", "SRC-013", "SRC-014", "SRC-017", "SRC-023" ], "findings": [ { "id": "purpose-earmark-eligibility-restriction-prohibited-use-and-independence", "name": "Purpose, earmark, eligibility, restriction, prohibited use and independence", "description": "Records purpose, earmark, eligibility, restriction, prohibited use and independence as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-004", "SRC-005", "SRC-013", "SRC-014", "SRC-017", "SRC-023" ], "questions": [ { "id": "purpose-earmark-eligibility-restriction-prohibited-use-and-independence-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish purpose, earmark, eligibility, restriction, prohibited use and independence?", "kind": "constraint", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "purpose-earmark-eligibility-restriction-prohibited-use-and-independence-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on purpose, earmark, eligibility, restriction, prohibited use and independence, for which purpose and under what authority?", "kind": "process", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "purpose-earmark-eligibility-restriction-prohibited-use-and-independence-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify purpose, earmark, eligibility, restriction, prohibited use and independence?", "kind": "access", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "purpose-earmark-eligibility-restriction-prohibited-use-and-independence-data", "name": "Purpose, earmark, eligibility, restriction, prohibited use and independence data", "description": "Typed grant or donation data for purpose, earmark, eligibility, restriction, prohibited use and independence, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-004", "SRC-005", "SRC-013", "SRC-014", "SRC-017", "SRC-023" ] } ], "artifacts": [ { "id": "purpose-earmark-eligibility-restriction-prohibited-use-and-independence-record", "name": "Purpose, earmark, eligibility, restriction, prohibited use and independence record", "description": "Immutable or successor-versioned contribution evidence for purpose, earmark, eligibility, restriction, prohibited use and independence with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for purpose-earmark-eligibility-restriction-prohibited-use-and-independence; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-004", "SRC-005", "SRC-013", "SRC-014", "SRC-017", "SRC-023" ] } ], "inline_only_rationale": null }, { "id": "condition-milestone-matching-cofunding-cost-share-indirect-cost-and-exception", "name": "Condition, milestone, matching, co-funding, cost share, indirect cost and exception", "description": "Records condition, milestone, matching, co-funding, cost share, indirect cost and exception as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-004", "SRC-005", "SRC-013", "SRC-014", "SRC-017", "SRC-023" ], "questions": [ { "id": "condition-milestone-matching-cofunding-cost-share-indirect-cost-and-exception-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish condition, milestone, matching, co-funding, cost share, indirect cost and exception?", "kind": "requirement", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "condition-milestone-matching-cofunding-cost-share-indirect-cost-and-exception-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on condition, milestone, matching, co-funding, cost share, indirect cost and exception, for which purpose and under what authority?", "kind": "event", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "condition-milestone-matching-cofunding-cost-share-indirect-cost-and-exception-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify condition, milestone, matching, co-funding, cost share, indirect cost and exception?", "kind": "exception", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "condition-milestone-matching-cofunding-cost-share-indirect-cost-and-exception-data", "name": "Condition, milestone, matching, co-funding, cost share, indirect cost and exception data", "description": "Typed grant or donation data for condition, milestone, matching, co-funding, cost share, indirect cost and exception, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-004", "SRC-005", "SRC-013", "SRC-014", "SRC-017", "SRC-023" ] } ], "artifacts": [ { "id": "condition-milestone-matching-cofunding-cost-share-indirect-cost-and-exception-record", "name": "Condition, milestone, matching, co-funding, cost share, indirect cost and exception record", "description": "Immutable or successor-versioned contribution evidence for condition, milestone, matching, co-funding, cost share, indirect cost and exception with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for condition-milestone-matching-cofunding-cost-share-indirect-cost-and-exception; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-004", "SRC-005", "SRC-013", "SRC-014", "SRC-017", "SRC-023" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "value-commitment-disbursement-use-and-financial-boundaries", "name": "Value, commitment, disbursement, use and financial boundaries", "description": "Groups grant or donation context for value, commitment, disbursement, use and financial boundaries.", "rationale": "Keep promised, obligated, transferred, received, spent, recognized and refunded values independently sourced", "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-018", "SRC-019", "SRC-020", "SRC-021" ], "layers": [ { "id": "amount-currency-valuation-commitment-obligation-and-balance", "name": "Amount, currency, valuation, commitment, obligation and balance", "description": "Groups source-qualified grant or donation context for amount, currency, valuation, commitment, obligation and balance.", "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-018", "SRC-019" ], "findings": [ { "id": "ceiling-committed-obligated-disbursed-received-spent-recognized-refunded-and-available-amount", "name": "Ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount", "description": "Records ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-018", "SRC-019" ], "questions": [ { "id": "ceiling-committed-obligated-disbursed-received-spent-recognized-refunded-and-available-amount-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount?", "kind": "measurement", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "ceiling-committed-obligated-disbursed-received-spent-recognized-refunded-and-available-amount-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount, for which purpose and under what authority?", "kind": "measurement", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "ceiling-committed-obligated-disbursed-received-spent-recognized-refunded-and-available-amount-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount?", "kind": "interoperability", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "ceiling-committed-obligated-disbursed-received-spent-recognized-refunded-and-available-amount-data", "name": "Ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount data", "description": "Typed grant or donation data for ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-018", "SRC-019" ] } ], "artifacts": [ { "id": "ceiling-committed-obligated-disbursed-received-spent-recognized-refunded-and-available-amount-record", "name": "Ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount record", "description": "Immutable or successor-versioned contribution evidence for ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for ceiling-committed-obligated-disbursed-received-spent-recognized-refunded-and-available-amount; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-018", "SRC-019" ] } ], "inline_only_rationale": null }, { "id": "currency-exchange-rate-cash-in-kind-fair-value-and-valuation-uncertainty", "name": "Currency, exchange rate, cash, in-kind, fair value and valuation uncertainty", "description": "Records currency, exchange rate, cash, in-kind, fair value and valuation uncertainty as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-018", "SRC-019" ], "questions": [ { "id": "currency-exchange-rate-cash-in-kind-fair-value-and-valuation-uncertainty-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish currency, exchange rate, cash, in-kind, fair value and valuation uncertainty?", "kind": "quality", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "currency-exchange-rate-cash-in-kind-fair-value-and-valuation-uncertainty-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on currency, exchange rate, cash, in-kind, fair value and valuation uncertainty, for which purpose and under what authority?", "kind": "evidence", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "currency-exchange-rate-cash-in-kind-fair-value-and-valuation-uncertainty-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify currency, exchange rate, cash, in-kind, fair value and valuation uncertainty?", "kind": "decision", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "currency-exchange-rate-cash-in-kind-fair-value-and-valuation-uncertainty-data", "name": "Currency, exchange rate, cash, in-kind, fair value and valuation uncertainty data", "description": "Typed grant or donation data for currency, exchange rate, cash, in-kind, fair value and valuation uncertainty, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-018", "SRC-019" ] } ], "artifacts": [ { "id": "currency-exchange-rate-cash-in-kind-fair-value-and-valuation-uncertainty-record", "name": "Currency, exchange rate, cash, in-kind, fair value and valuation uncertainty record", "description": "Immutable or successor-versioned contribution evidence for currency, exchange rate, cash, in-kind, fair value and valuation uncertainty with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for currency-exchange-rate-cash-in-kind-fair-value-and-valuation-uncertainty; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-018", "SRC-019" ] } ], "inline_only_rationale": null } ] }, { "id": "tranche-payment-expenditure-procurement-payroll-and-asset-bindings", "name": "Tranche, payment, expenditure, procurement, payroll and asset bindings", "description": "Groups source-qualified grant or donation context for tranche, payment, expenditure, procurement, payroll and asset bindings.", "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-020", "SRC-021" ], "findings": [ { "id": "schedule-tranche-milestone-drawdown-payment-transfer-receipt-and-reconciliation-reference", "name": "Schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference", "description": "Records schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-020", "SRC-021" ], "questions": [ { "id": "schedule-tranche-milestone-drawdown-payment-transfer-receipt-and-reconciliation-reference-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference?", "kind": "process", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "schedule-tranche-milestone-drawdown-payment-transfer-receipt-and-reconciliation-reference-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference, for which purpose and under what authority?", "kind": "quality", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "schedule-tranche-milestone-drawdown-payment-transfer-receipt-and-reconciliation-reference-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference?", "kind": "identity", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "schedule-tranche-milestone-drawdown-payment-transfer-receipt-and-reconciliation-reference-data", "name": "Schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference data", "description": "Typed grant or donation data for schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-020", "SRC-021" ] } ], "artifacts": [ { "id": "schedule-tranche-milestone-drawdown-payment-transfer-receipt-and-reconciliation-reference-record", "name": "Schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference record", "description": "Immutable or successor-versioned contribution evidence for schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for schedule-tranche-milestone-drawdown-payment-transfer-receipt-and-reconciliation-reference; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-020", "SRC-021" ] } ], "inline_only_rationale": null }, { "id": "eligible-cost-expenditure-allocation-procurement-payroll-asset-and-tax-reference", "name": "Eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference", "description": "Records eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-020", "SRC-021" ], "questions": [ { "id": "eligible-cost-expenditure-allocation-procurement-payroll-asset-and-tax-reference-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference?", "kind": "relationship", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "eligible-cost-expenditure-allocation-procurement-payroll-asset-and-tax-reference-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference, for which purpose and under what authority?", "kind": "validation", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "eligible-cost-expenditure-allocation-procurement-payroll-asset-and-tax-reference-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference?", "kind": "classification", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "eligible-cost-expenditure-allocation-procurement-payroll-asset-and-tax-reference-data", "name": "Eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference data", "description": "Typed grant or donation data for eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-020", "SRC-021" ] } ], "artifacts": [ { "id": "eligible-cost-expenditure-allocation-procurement-payroll-asset-and-tax-reference-record", "name": "Eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference record", "description": "Immutable or successor-versioned contribution evidence for eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for eligible-cost-expenditure-allocation-procurement-payroll-asset-and-tax-reference; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-020", "SRC-021" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "funded-work-results-reporting-and-monitoring", "name": "Funded work, results, reporting and monitoring", "description": "Groups grant or donation context for funded work, results, reporting and monitoring.", "rationale": "Bind funded activities and source-qualified results without absorbing project, dataset, indicator, evaluation or audit masters", "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-014", "SRC-021", "SRC-022" ], "layers": [ { "id": "activity-workplan-deliverable-output-outcome-and-indicator", "name": "Activity, workplan, deliverable, output, outcome and indicator", "description": "Groups source-qualified grant or donation context for activity, workplan, deliverable, output, outcome and indicator.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-021", "SRC-022" ], "findings": [ { "id": "project-activity-workplan-budget-line-deliverable-and-dependency-reference", "name": "Project, activity, workplan, budget line, deliverable and dependency reference", "description": "Records project, activity, workplan, budget line, deliverable and dependency reference as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-021", "SRC-022" ], "questions": [ { "id": "project-activity-workplan-budget-line-deliverable-and-dependency-reference-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish project, activity, workplan, budget line, deliverable and dependency reference?", "kind": "composition", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "project-activity-workplan-budget-line-deliverable-and-dependency-reference-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on project, activity, workplan, budget line, deliverable and dependency reference, for which purpose and under what authority?", "kind": "security", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "project-activity-workplan-budget-line-deliverable-and-dependency-reference-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify project, activity, workplan, budget line, deliverable and dependency reference?", "kind": "composition", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "project-activity-workplan-budget-line-deliverable-and-dependency-reference-data", "name": "Project, activity, workplan, budget line, deliverable and dependency reference data", "description": "Typed grant or donation data for project, activity, workplan, budget line, deliverable and dependency reference, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-021", "SRC-022" ] } ], "artifacts": [ { "id": "project-activity-workplan-budget-line-deliverable-and-dependency-reference-record", "name": "Project, activity, workplan, budget line, deliverable and dependency reference record", "description": "Immutable or successor-versioned contribution evidence for project, activity, workplan, budget line, deliverable and dependency reference with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for project-activity-workplan-budget-line-deliverable-and-dependency-reference; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-021", "SRC-022" ] } ], "inline_only_rationale": null }, { "id": "output-outcome-impact-indicator-baseline-target-measurement-and-causal-limit", "name": "Output, outcome, impact, indicator, baseline, target, measurement and causal limit", "description": "Records output, outcome, impact, indicator, baseline, target, measurement and causal limit as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-021", "SRC-022" ], "questions": [ { "id": "output-outcome-impact-indicator-baseline-target-measurement-and-causal-limit-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish output, outcome, impact, indicator, baseline, target, measurement and causal limit?", "kind": "evidence", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "output-outcome-impact-indicator-baseline-target-measurement-and-causal-limit-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on output, outcome, impact, indicator, baseline, target, measurement and causal limit, for which purpose and under what authority?", "kind": "privacy", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "output-outcome-impact-indicator-baseline-target-measurement-and-causal-limit-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify output, outcome, impact, indicator, baseline, target, measurement and causal limit?", "kind": "relationship", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "output-outcome-impact-indicator-baseline-target-measurement-and-causal-limit-data", "name": "Output, outcome, impact, indicator, baseline, target, measurement and causal limit data", "description": "Typed grant or donation data for output, outcome, impact, indicator, baseline, target, measurement and causal limit, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-021", "SRC-022" ] } ], "artifacts": [ { "id": "output-outcome-impact-indicator-baseline-target-measurement-and-causal-limit-record", "name": "Output, outcome, impact, indicator, baseline, target, measurement and causal limit record", "description": "Immutable or successor-versioned contribution evidence for output, outcome, impact, indicator, baseline, target, measurement and causal limit with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for output-outcome-impact-indicator-baseline-target-measurement-and-causal-limit; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-021", "SRC-022" ] } ], "inline_only_rationale": null } ] }, { "id": "reporting-review-monitoring-findings-and-corrective-action", "name": "Reporting, review, monitoring, findings and corrective action", "description": "Groups source-qualified grant or donation context for reporting, review, monitoring, findings and corrective action.", "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-008", "SRC-014", "SRC-022" ], "findings": [ { "id": "financial-performance-compliance-progress-final-and-publication-report", "name": "Financial, performance, compliance, progress, final and publication report", "description": "Records financial, performance, compliance, progress, final and publication report as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-008", "SRC-014", "SRC-022" ], "questions": [ { "id": "financial-performance-compliance-progress-final-and-publication-report-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish financial, performance, compliance, progress, final and publication report?", "kind": "requirement", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "financial-performance-compliance-progress-final-and-publication-report-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on financial, performance, compliance, progress, final and publication report, for which purpose and under what authority?", "kind": "retention", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "financial-performance-compliance-progress-final-and-publication-report-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify financial, performance, compliance, progress, final and publication report?", "kind": "state", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "financial-performance-compliance-progress-final-and-publication-report-data", "name": "Financial, performance, compliance, progress, final and publication report data", "description": "Typed grant or donation data for financial, performance, compliance, progress, final and publication report, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-008", "SRC-014", "SRC-022" ] } ], "artifacts": [ { "id": "financial-performance-compliance-progress-final-and-publication-report-record", "name": "Financial, performance, compliance, progress, final and publication report record", "description": "Immutable or successor-versioned contribution evidence for financial, performance, compliance, progress, final and publication report with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for financial-performance-compliance-progress-final-and-publication-report; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-008", "SRC-014", "SRC-022" ] } ], "inline_only_rationale": null }, { "id": "review-acceptance-site-visit-audit-finding-exception-and-corrective-action-reference", "name": "Review, acceptance, site visit, audit finding, exception and corrective-action reference", "description": "Records review, acceptance, site visit, audit finding, exception and corrective-action reference as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-008", "SRC-014", "SRC-022" ], "questions": [ { "id": "review-acceptance-site-visit-audit-finding-exception-and-corrective-action-reference-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish review, acceptance, site visit, audit finding, exception and corrective-action reference?", "kind": "validation", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "review-acceptance-site-visit-audit-finding-exception-and-corrective-action-reference-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on review, acceptance, site visit, audit finding, exception and corrective-action reference, for which purpose and under what authority?", "kind": "access", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "review-acceptance-site-visit-audit-finding-exception-and-corrective-action-reference-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify review, acceptance, site visit, audit finding, exception and corrective-action reference?", "kind": "lifecycle", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "review-acceptance-site-visit-audit-finding-exception-and-corrective-action-reference-data", "name": "Review, acceptance, site visit, audit finding, exception and corrective-action reference data", "description": "Typed grant or donation data for review, acceptance, site visit, audit finding, exception and corrective-action reference, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-008", "SRC-014", "SRC-022" ] } ], "artifacts": [ { "id": "review-acceptance-site-visit-audit-finding-exception-and-corrective-action-reference-record", "name": "Review, acceptance, site visit, audit finding, exception and corrective-action reference record", "description": "Immutable or successor-versioned contribution evidence for review, acceptance, site visit, audit finding, exception and corrective-action reference with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for review-acceptance-site-visit-audit-finding-exception-and-corrective-action-reference; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-008", "SRC-014", "SRC-022" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "lifecycle-change-remedy-closeout-and-donation-safeguards", "name": "Lifecycle, change, remedy, closeout and donation safeguards", "description": "Groups grant or donation context for lifecycle, change, remedy, closeout and donation safeguards.", "rationale": "Represent governed transitions, remedies and donation decisions without destructive history or inferred financial outcomes", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-017", "SRC-018", "SRC-020", "SRC-021", "SRC-023" ], "layers": [ { "id": "award-change-suspension-termination-closeout-refund-and-recapture", "name": "Award change, suspension, termination, closeout, refund and recapture", "description": "Groups source-qualified grant or donation context for award change, suspension, termination, closeout, refund and recapture.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-017", "SRC-020", "SRC-021" ], "findings": [ { "id": "draft-selected-awarded-accepted-active-suspended-terminated-expired-closed-and-superseded-state", "name": "Draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state", "description": "Records draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-017", "SRC-020", "SRC-021" ], "questions": [ { "id": "draft-selected-awarded-accepted-active-suspended-terminated-expired-closed-and-superseded-state-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state?", "kind": "state", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "draft-selected-awarded-accepted-active-suspended-terminated-expired-closed-and-superseded-state-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state, for which purpose and under what authority?", "kind": "exception", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "draft-selected-awarded-accepted-active-suspended-terminated-expired-closed-and-superseded-state-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state?", "kind": "temporal", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "draft-selected-awarded-accepted-active-suspended-terminated-expired-closed-and-superseded-state-data", "name": "Draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state data", "description": "Typed grant or donation data for draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-017", "SRC-020", "SRC-021" ] } ], "artifacts": [ { "id": "draft-selected-awarded-accepted-active-suspended-terminated-expired-closed-and-superseded-state-record", "name": "Draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state record", "description": "Immutable or successor-versioned contribution evidence for draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for draft-selected-awarded-accepted-active-suspended-terminated-expired-closed-and-superseded-state; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-017", "SRC-020", "SRC-021" ] } ], "inline_only_rationale": null }, { "id": "amendment-no-cost-extension-scope-change-unspent-balance-refund-clawback-and-recapture", "name": "Amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture", "description": "Records amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-017", "SRC-020", "SRC-021" ], "questions": [ { "id": "amendment-no-cost-extension-scope-change-unspent-balance-refund-clawback-and-recapture-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture?", "kind": "exception", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "amendment-no-cost-extension-scope-change-unspent-balance-refund-clawback-and-recapture-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture, for which purpose and under what authority?", "kind": "interoperability", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "amendment-no-cost-extension-scope-change-unspent-balance-refund-clawback-and-recapture-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture?", "kind": "spatial", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "amendment-no-cost-extension-scope-change-unspent-balance-refund-clawback-and-recapture-data", "name": "Amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture data", "description": "Typed grant or donation data for amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-017", "SRC-020", "SRC-021" ] } ], "artifacts": [ { "id": "amendment-no-cost-extension-scope-change-unspent-balance-refund-clawback-and-recapture-record", "name": "Amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture record", "description": "Immutable or successor-versioned contribution evidence for amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for amendment-no-cost-extension-scope-change-unspent-balance-refund-clawback-and-recapture; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-005", "SRC-017", "SRC-020", "SRC-021" ] } ], "inline_only_rationale": null } ] }, { "id": "donation-acceptance-anonymity-recognition-return-and-tax-evidence", "name": "Donation acceptance, anonymity, recognition, return and tax evidence", "description": "Groups source-qualified grant or donation context for donation acceptance, anonymity, recognition, return and tax evidence.", "source_refs": [ "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-018", "SRC-021", "SRC-023" ], "findings": [ { "id": "gift-acceptance-refusal-return-failed-appeal-conditionality-and-trustee-decision", "name": "Gift acceptance, refusal, return, failed appeal, conditionality and trustee decision", "description": "Records gift acceptance, refusal, return, failed appeal, conditionality and trustee decision as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-018", "SRC-021", "SRC-023" ], "questions": [ { "id": "gift-acceptance-refusal-return-failed-appeal-conditionality-and-trustee-decision-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish gift acceptance, refusal, return, failed appeal, conditionality and trustee decision?", "kind": "decision", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "gift-acceptance-refusal-return-failed-appeal-conditionality-and-trustee-decision-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on gift acceptance, refusal, return, failed appeal, conditionality and trustee decision, for which purpose and under what authority?", "kind": "decision", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "gift-acceptance-refusal-return-failed-appeal-conditionality-and-trustee-decision-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify gift acceptance, refusal, return, failed appeal, conditionality and trustee decision?", "kind": "provenance", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "gift-acceptance-refusal-return-failed-appeal-conditionality-and-trustee-decision-data", "name": "Gift acceptance, refusal, return, failed appeal, conditionality and trustee decision data", "description": "Typed grant or donation data for gift acceptance, refusal, return, failed appeal, conditionality and trustee decision, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-018", "SRC-021", "SRC-023" ] } ], "artifacts": [ { "id": "gift-acceptance-refusal-return-failed-appeal-conditionality-and-trustee-decision-record", "name": "Gift acceptance, refusal, return, failed appeal, conditionality and trustee decision record", "description": "Immutable or successor-versioned contribution evidence for gift acceptance, refusal, return, failed appeal, conditionality and trustee decision with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for gift-acceptance-refusal-return-failed-appeal-conditionality-and-trustee-decision; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-018", "SRC-021", "SRC-023" ] } ], "inline_only_rationale": null }, { "id": "donor-anonymity-dedication-recognition-acknowledgement-quid-pro-quo-and-tax-profile", "name": "Donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile", "description": "Records donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-018", "SRC-021", "SRC-023" ], "questions": [ { "id": "donor-anonymity-dedication-recognition-acknowledgement-quid-pro-quo-and-tax-profile-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile?", "kind": "privacy", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "donor-anonymity-dedication-recognition-acknowledgement-quid-pro-quo-and-tax-profile-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile, for which purpose and under what authority?", "kind": "identity", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "donor-anonymity-dedication-recognition-acknowledgement-quid-pro-quo-and-tax-profile-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile?", "kind": "ownership", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "donor-anonymity-dedication-recognition-acknowledgement-quid-pro-quo-and-tax-profile-data", "name": "Donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile data", "description": "Typed grant or donation data for donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-018", "SRC-021", "SRC-023" ] } ], "artifacts": [ { "id": "donor-anonymity-dedication-recognition-acknowledgement-quid-pro-quo-and-tax-profile-record", "name": "Donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile record", "description": "Immutable or successor-versioned contribution evidence for donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for donor-anonymity-dedication-recognition-acknowledgement-quid-pro-quo-and-tax-profile; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-018", "SRC-021", "SRC-023" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "governance-provenance-time-access-and-interoperability", "name": "Governance, provenance, time, access and interoperability", "description": "Groups grant or donation context for governance, provenance, time, access and interoperability.", "rationale": "Qualify source, authority, clocks, access, retention, validation and projection loss for agent-safe use", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-009", "SRC-010", "SRC-011", "SRC-012", "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-017", "SRC-018", "SRC-019", "SRC-020", "SRC-021", "SRC-022", "SRC-023", "SRC-024" ], "layers": [ { "id": "source-evidence-quality-conflict-time-and-retention", "name": "Source, evidence, quality, conflict, time and retention", "description": "Groups source-qualified grant or donation context for source, evidence, quality, conflict, time and retention.", "source_refs": [ "SRC-003", "SRC-004", "SRC-012", "SRC-014", "SRC-020", "SRC-021", "SRC-022", "SRC-023" ], "findings": [ { "id": "source-actor-activity-derivation-evidence-quality-confidence-conflict-and-history", "name": "Source, actor, activity, derivation, evidence quality, confidence, conflict and history", "description": "Records source, actor, activity, derivation, evidence quality, confidence, conflict and history as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-003", "SRC-004", "SRC-012", "SRC-014", "SRC-020", "SRC-021", "SRC-022", "SRC-023" ], "questions": [ { "id": "source-actor-activity-derivation-evidence-quality-confidence-conflict-and-history-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish source, actor, activity, derivation, evidence quality, confidence, conflict and history?", "kind": "provenance", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "source-actor-activity-derivation-evidence-quality-confidence-conflict-and-history-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on source, actor, activity, derivation, evidence quality, confidence, conflict and history, for which purpose and under what authority?", "kind": "classification", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "source-actor-activity-derivation-evidence-quality-confidence-conflict-and-history-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify source, actor, activity, derivation, evidence quality, confidence, conflict and history?", "kind": "authority", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "source-actor-activity-derivation-evidence-quality-confidence-conflict-and-history-data", "name": "Source, actor, activity, derivation, evidence quality, confidence, conflict and history data", "description": "Typed grant or donation data for source, actor, activity, derivation, evidence quality, confidence, conflict and history, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-004", "SRC-012", "SRC-014", "SRC-020", "SRC-021", "SRC-022", "SRC-023" ] } ], "artifacts": [ { "id": "source-actor-activity-derivation-evidence-quality-confidence-conflict-and-history-record", "name": "Source, actor, activity, derivation, evidence quality, confidence, conflict and history record", "description": "Immutable or successor-versioned contribution evidence for source, actor, activity, derivation, evidence quality, confidence, conflict and history with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for source-actor-activity-derivation-evidence-quality-confidence-conflict-and-history; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-003", "SRC-004", "SRC-012", "SRC-014", "SRC-020", "SRC-021", "SRC-022", "SRC-023" ] } ], "inline_only_rationale": null }, { "id": "opportunity-decision-award-acceptance-effective-transfer-observation-reporting-ingestion-and-knowledge-time", "name": "Opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time", "description": "Records opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-003", "SRC-004", "SRC-012", "SRC-014", "SRC-020", "SRC-021", "SRC-022", "SRC-023" ], "questions": [ { "id": "opportunity-decision-award-acceptance-effective-transfer-observation-reporting-ingestion-and-knowledge-time-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time?", "kind": "temporal", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "opportunity-decision-award-acceptance-effective-transfer-observation-reporting-ingestion-and-knowledge-time-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time, for which purpose and under what authority?", "kind": "composition", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "opportunity-decision-award-acceptance-effective-transfer-observation-reporting-ingestion-and-knowledge-time-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time?", "kind": "requirement", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "opportunity-decision-award-acceptance-effective-transfer-observation-reporting-ingestion-and-knowledge-time-data", "name": "Opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time data", "description": "Typed grant or donation data for opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-004", "SRC-012", "SRC-014", "SRC-020", "SRC-021", "SRC-022", "SRC-023" ] } ], "artifacts": [ { "id": "opportunity-decision-award-acceptance-effective-transfer-observation-reporting-ingestion-and-knowledge-time-record", "name": "Opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time record", "description": "Immutable or successor-versioned contribution evidence for opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for opportunity-decision-award-acceptance-effective-transfer-observation-reporting-ingestion-and-knowledge-time; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-003", "SRC-004", "SRC-012", "SRC-014", "SRC-020", "SRC-021", "SRC-022", "SRC-023" ] } ], "inline_only_rationale": null } ] }, { "id": "ownership-access-validation-retention-and-loss-aware-projection", "name": "Ownership, access, validation, retention and loss-aware projection", "description": "Groups source-qualified grant or donation context for ownership, access, validation, retention and loss-aware projection.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-009", "SRC-010", "SRC-011", "SRC-012", "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-017", "SRC-018", "SRC-019", "SRC-020", "SRC-021", "SRC-022", "SRC-023", "SRC-024" ], "findings": [ { "id": "owner-steward-purpose-authority-access-segregation-exception-audit-retention-and-tombstone", "name": "Owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone", "description": "Records owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-009", "SRC-010", "SRC-011", "SRC-012", "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-017", "SRC-018", "SRC-019", "SRC-020", "SRC-021", "SRC-022", "SRC-023", "SRC-024" ], "questions": [ { "id": "owner-steward-purpose-authority-access-segregation-exception-audit-retention-and-tombstone-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone?", "kind": "access", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "owner-steward-purpose-authority-access-segregation-exception-audit-retention-and-tombstone-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone, for which purpose and under what authority?", "kind": "relationship", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "owner-steward-purpose-authority-access-segregation-exception-audit-retention-and-tombstone-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone?", "kind": "constraint", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "owner-steward-purpose-authority-access-segregation-exception-audit-retention-and-tombstone-data", "name": "Owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone data", "description": "Typed grant or donation data for owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-009", "SRC-010", "SRC-011", "SRC-012", "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-017", "SRC-018", "SRC-019", "SRC-020", "SRC-021", "SRC-022", "SRC-023", "SRC-024" ] } ], "artifacts": [ { "id": "owner-steward-purpose-authority-access-segregation-exception-audit-retention-and-tombstone-record", "name": "Owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone record", "description": "Immutable or successor-versioned contribution evidence for owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for owner-steward-purpose-authority-access-segregation-exception-audit-retention-and-tombstone; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-009", "SRC-010", "SRC-011", "SRC-012", "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-017", "SRC-018", "SRC-019", "SRC-020", "SRC-021", "SRC-022", "SRC-023", "SRC-024" ] } ], "inline_only_rationale": null }, { "id": "profile-schema-classifier-currency-conformance-and-loss-aware-projection", "name": "Profile, schema, classifier, currency, conformance and loss-aware projection", "description": "Records profile, schema, classifier, currency, conformance and loss-aware projection as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-009", "SRC-010", "SRC-011", "SRC-012", "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-017", "SRC-018", "SRC-019", "SRC-020", "SRC-021", "SRC-022", "SRC-023", "SRC-024" ], "questions": [ { "id": "profile-schema-classifier-currency-conformance-and-loss-aware-projection-q01", "text": "Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish profile, schema, classifier, currency, conformance and loss-aware projection?", "kind": "interoperability", "answer_data": [ "contribution, grant, donation, revision, agreement, project, transaction and external-master identifiers", "grant award, donation, gift, cash, in-kind, service, rights, public, private, aid, charity and jurisdiction profiles", "proposed, selected, awarded, accepted, active, observed, unknown, disputed, suspended, closed and superseded states" ] }, { "id": "profile-schema-classifier-currency-conformance-and-loss-aware-projection-q02", "text": "Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on profile, schema, classifier, currency, conformance and loss-aware projection, for which purpose and under what authority?", "kind": "state", "answer_data": [ "grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, intermediary, implementer, subrecipient, reviewer and auditor", "purpose, eligibility, agreement, restriction, delegation, policy, jurisdiction, role and segregation of duties", "anonymity, conflict, prohibited use, exception, privacy, accountability and contestability" ] }, { "id": "profile-schema-classifier-currency-conformance-and-loss-aware-projection-q03", "text": "Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify profile, schema, classifier, currency, conformance and loss-aware projection?", "kind": "process", "answer_data": [ "amount type, currency, exchange rate, valuation, condition, cost rule, classifier, method and schema version", "source, agreement, transaction, report, evidence, indicator, denominator, confidence, quality and conflict", "decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge times, predecessor, successor, retention, access and mapping loss" ] } ], "data_elements": [ { "id": "profile-schema-classifier-currency-conformance-and-loss-aware-projection-data", "name": "Profile, schema, classifier, currency, conformance and loss-aware projection data", "description": "Typed grant or donation data for profile, schema, classifier, currency, conformance and loss-aware projection, qualified by subtype, source, rule, authority, value basis, version, period, time, uncertainty, access and conflict.", "value_kind": "collection", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-009", "SRC-010", "SRC-011", "SRC-012", "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-017", "SRC-018", "SRC-019", "SRC-020", "SRC-021", "SRC-022", "SRC-023", "SRC-024" ] } ], "artifacts": [ { "id": "profile-schema-classifier-currency-conformance-and-loss-aware-projection-record", "name": "Profile, schema, classifier, currency, conformance and loss-aware projection record", "description": "Immutable or successor-versioned contribution evidence for profile, schema, classifier, currency, conformance and loss-aware projection with declared profile and projection loss.", "media_or_form": [ "logical grant-award or donation specification assertion", "identity, role, decision, agreement-binding, restriction, value, transaction-binding, workplan, result, report, monitoring, remedy, closeout, validation or projection record" ], "serial": true, "identity_strategy": "Contribution ID plus mandatory subtype, independent revision, award, agreement-binding, tranche, report, observation, decision or event ID and artifact kind for profile-schema-classifier-currency-conformance-and-loss-aware-projection; title, donor name, recipient name, date, amount, filename or digest never identifies the contribution alone.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-009", "SRC-010", "SRC-011", "SRC-012", "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-017", "SRC-018", "SRC-019", "SRC-020", "SRC-021", "SRC-022", "SRC-023", "SRC-024" ] } ], "inline_only_rationale": null } ] } ] } ] }, "functions": [ { "id": "register-contribution", "name": "Register grant or donation", "description": "Governed operation to register grant or donation without autonomous award, agreement, payment, cost approval, tax treatment, disclosure, clawback, return or destruction.", "inputs": [ "authoritative identifier", "mandatory subtype", "funder or donor, recipient and purpose" ], "outputs": [ "versioned contribution assertion" ], "preconditions": [ "identity, duplicate, subtype, authority, non-exchange and purpose checks pass" ], "effects": [ "does not create a program, campaign, party, project, agreement, payment or ledger master" ], "source_refs": [ "SRC-002", "SRC-004", "SRC-005", "SRC-010", "SRC-013", "SRC-018" ] }, { "id": "classify-form-profile-and-boundary", "name": "Classify form, profile and boundary", "description": "Governed operation to classify form, profile and boundary without autonomous award, agreement, payment, cost approval, tax treatment, disclosure, clawback, return or destruction.", "inputs": [ "contribution record", "cash, in-kind, service or rights form", "jurisdiction and profile" ], "outputs": [ "discriminated class assertion" ], "preconditions": [ "grant, donation, procurement, loan, investment, sponsorship, benefit and contract tests pass" ], "effects": [ "does not reinterpret a repayable or exchange transaction as a gift" ], "source_refs": [ "SRC-004", "SRC-005", "SRC-013", "SRC-017", "SRC-018" ] }, { "id": "bind-parties-program-application-and-funded-work", "name": "Bind parties, program, application and funded work", "description": "Governed operation to bind parties, program, application and funded work without autonomous award, agreement, payment, cost approval, tax treatment, disclosure, clawback, return or destruction.", "inputs": [ "contribution revision", "role assignments", "external program, application and project references" ], "outputs": [ "versioned relationship set" ], "preconditions": [ "identity, authority, role, delegation, pass-through and duplicate checks pass" ], "effects": [ "does not absorb party, application, program, project or subaward lifecycles" ], "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-010" ] }, { "id": "record-award-acceptance-agreement-and-restrictions", "name": "Record award, acceptance, agreement and restrictions", "description": "Governed operation to record award, acceptance, agreement and restrictions without autonomous award, agreement, payment, cost approval, tax treatment, disclosure, clawback, return or destruction.", "inputs": [ "decision evidence", "agreement reference", "purpose, conditions and restrictions" ], "outputs": [ "award and condition assertions" ], "preconditions": [ "decision authority, acceptance, effective time, eligibility, prohibited use, matching and amendment checks pass" ], "effects": [ "decision does not prove agreement, obligation, disbursement, receipt or eligible use" ], "source_refs": [ "SRC-002", "SRC-004", "SRC-005", "SRC-013", "SRC-014", "SRC-023" ] }, { "id": "record-value-commitment-and-valuation", "name": "Record value, commitment and valuation", "description": "Governed operation to record value, commitment and valuation without autonomous award, agreement, payment, cost approval, tax treatment, disclosure, clawback, return or destruction.", "inputs": [ "contribution revision", "typed amounts or in-kind items", "currency, exchange rate and valuation basis" ], "outputs": [ "source-qualified value assertion" ], "preconditions": [ "amount type, currency, scale, period, valuation, uncertainty and accounting-boundary checks pass" ], "effects": [ "does not create a bank transfer, receivable, revenue, expense, tax deduction or ledger entry" ], "source_refs": [ "SRC-004", "SRC-005", "SRC-009", "SRC-017", "SRC-018", "SRC-019" ] }, { "id": "attach-disbursement-use-and-reconciliation", "name": "Attach disbursement, use and reconciliation", "description": "Governed operation to attach disbursement, use and reconciliation without autonomous award, agreement, payment, cost approval, tax treatment, disclosure, clawback, return or destruction.", "inputs": [ "contribution revision", "external tranche, transfer, receipt and expenditure references", "eligibility and allocation method" ], "outputs": [ "source-qualified financial-flow bindings" ], "preconditions": [ "identity, amount type, currency, period, eligible-cost, procurement, payroll, asset and reconciliation checks pass" ], "effects": [ "does not infer receipt from payment instruction, eligible use from expenditure or settlement from report" ], "source_refs": [ "SRC-004", "SRC-005", "SRC-007", "SRC-009", "SRC-017", "SRC-021" ] }, { "id": "define-results-indicators-and-reporting", "name": "Define results, indicators and reporting", "description": "Governed operation to define results, indicators and reporting without autonomous award, agreement, payment, cost approval, tax treatment, disclosure, clawback, return or destruction.", "inputs": [ "funded-work reference", "outputs, outcomes and indicators", "reporting schedule and method" ], "outputs": [ "versioned results and reporting framework" ], "preconditions": [ "baseline, target, unit, denominator, period, source, uncertainty, attribution and privacy checks pass" ], "effects": [ "does not claim causality or own project, dataset, indicator, evaluation or report masters" ], "source_refs": [ "SRC-003", "SRC-005", "SRC-006", "SRC-008", "SRC-022" ] }, { "id": "monitor-review-and-correct", "name": "Monitor, review and correct", "description": "Governed operation to monitor, review and correct without autonomous award, agreement, payment, cost approval, tax treatment, disclosure, clawback, return or destruction.", "inputs": [ "contribution revision", "report, site-visit, audit or observation evidence", "delegated review authority" ], "outputs": [ "review, finding, exception or corrective-action binding" ], "preconditions": [ "source, method, scope, conflict, due-process, deadline and non-destructive-history checks pass" ], "effects": [ "does not silently approve a report, disallow a cost or execute an audit workflow" ], "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-005", "SRC-014", "SRC-021", "SRC-022" ] }, { "id": "amend-suspend-terminate-close-refund-or-return", "name": "Amend, suspend, terminate, close, refund or return", "description": "Governed operation to amend, suspend, terminate, close, refund or return without autonomous award, agreement, payment, cost approval, tax treatment, disclosure, clawback, return or destruction.", "inputs": [ "current contribution revision", "decision and remedy evidence", "affected scope, balance and obligations" ], "outputs": [ "successor lifecycle, closeout, return, refund, clawback or recapture assertion" ], "preconditions": [ "authority, agreement, open obligation, report, asset, unspent-balance, dispute, legal-hold and effective-time checks pass" ], "effects": [ "does not erase history, move money or mutate external contracts, payments, ledgers, disputes and records" ], "source_refs": [ "SRC-001", "SRC-004", "SRC-005", "SRC-013", "SRC-014", "SRC-017", "SRC-020" ] }, { "id": "validate-project-retain-and-audit", "name": "Validate, project, retain and audit", "description": "Governed operation to validate, project, retain and audit without autonomous award, agreement, payment, cost approval, tax treatment, disclosure, clawback, return or destruction.", "inputs": [ "contribution record and revision", "target profile and purpose", "access, retention and mapping policy" ], "outputs": [ "validation report, minimum view, loss declaration, retention result or audit event" ], "preconditions": [ "schema, classifier, currency, digest, authority, privacy, legal hold, clock and conformance checks pass" ], "effects": [ "never claims tax or accounting treatment, exposes restricted donor or beneficiary data or cascades deletion into external masters" ], "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-009", "SRC-010", "SRC-011", "SRC-012", "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-017", "SRC-018", "SRC-019", "SRC-020", "SRC-021", "SRC-022", "SRC-023", "SRC-024" ] } ], "composition": [ { "target": "WM-POL-012", "relation": "REFERENCE", "purpose": "Resolve the provisional Public Benefit / Program parent signal without granting containment or cascade mutation authority.", "required": false, "source_refs": [ "SRC-001", "SRC-004", "SRC-005" ] }, { "target": "Program, Campaign, Application, Party, Project, Agreement, Payment, Procurement, Payroll, Tax, Ledger, Asset, Dataset, Evaluation, Dispute, Audit and Records models", "relation": "REFERENCE", "purpose": "Resolve external identity, authority, activity, transaction, accounting, evidence and governance records without duplicating their lifecycles.", "required": false, "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-007", "SRC-008", "SRC-009", "SRC-013", "SRC-017", "SRC-021" ] }, { "target": "Grants.gov, 2 CFR Part 200, EU Financial Regulation, IATI and 360Giving", "relation": "ALIGN", "purpose": "Project version-pinned public-grant, aid and philanthropy records with declared semantic loss.", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-007", "SRC-008", "SRC-009", "SRC-010", "SRC-011", "SRC-012" ] }, { "target": "Charity Commission, IRS, IAS 20, OECD DAC, ISO 4217, RFC 3339, PROV-O, DQV, ODRL and OpenAPI 3.1.1", "relation": "ALIGN", "purpose": "Project donation, tax, accounting, development-finance, currency, temporal, provenance, quality, policy and API views without claiming universal law or conformance.", "required": false, "source_refs": [ "SRC-013", "SRC-014", "SRC-015", "SRC-016", "SRC-017", "SRC-018", "SRC-019", "SRC-020", "SRC-021", "SRC-022", "SRC-023", "SRC-024" ] } ], "serviceLayers": { "dimension": { "owner_package_requirements": [ "Dimension owner, namespace authority, accountable funder or donor and delegated grants, fundraising, program, finance, legal, privacy, tax, audit and records authorities", "Authoritative Program, Campaign, Application, Party, Project, Agreement, Payment, Procurement, Payroll, Tax, Ledger, Asset, Dataset, Evaluation, Dispute, Audit and Records registries", "Approved public, private, aid, charity, research, individual, cash, in-kind, restricted, unrestricted, reimbursement, fixed-amount and jurisdiction profiles", "Role, eligibility, due diligence, gift acceptance, restriction, cost, payment, reporting, amendment, suspension, closeout, disclosure, privacy, retention and agent-operation policies" ], "namespace_guidance": "Mint contribution, subtype, revision, award, restriction, value assertion, tranche binding, report binding, result binding, decision, exception, closeout, validation and projection IDs; preserve external master identifiers.", "registry_links": [ "https://ver.cy/models/", "https://ver.cy/model-agent-protocol.md" ] }, "canon_and_patch": { "canonicalization_rules": [ "Canonicalize by authoritative contribution identifier, mandatory subtype, owner namespace and revision head, never by title, program, donor, recipient, date, amount, filename or digest alone.", "Grant award and donation or gift are discriminated profiles; opportunity, application, pledge, agreement, payment, expenditure, result, report, tax and ledger records remain separate identities." ], "patch_rules": [ "Extensions declare subtype, form, jurisdiction, roles, purpose, restrictions, value, schedule, funded work, reporting, remedy and interoperability effects.", "Accepted revisions are immutable; amendment, extension, suspension, termination, refund, return, recapture, correction and closeout create linked successors with reason and authority.", "Never silently change funder, donor, recipient, beneficiary, purpose, restriction, amount type, currency, valuation, performance period, cost rule, reporting duty, authority, anonymity or privacy marking." ], "compatibility_rules": [ "Ignore additive fields only when subtype, identity, revision, parties, purpose, restrictions, values, states, times, authority, access and provenance survive.", "Every projection pins specification, classifier and currency-code versions and declares loss in agreement, restriction, value, transaction, result, privacy, lifecycle and authority semantics." ] }, "artifact_rules": { "identity_priority": [ "Authoritative master-system identifier for contribution, grant, donation, revision, award, agreement binding, restriction, value, tranche binding, report binding, result, decision or artifact, qualified by namespace and kind.", "Governed globally resolvable contribution or artifact IRI.", "Dimension UUID or ULID when neither preceding identifier exists." ], "timestamp_rule": "Use RFC 3339 timestamps with seconds and explicit offset or Z; distinguish opportunity, application, pledge, decision, award, acceptance, effective, obligation, transfer, receipt, expenditure, observation, reporting, review, correction, closeout, ingestion and knowledge times whenever they differ.", "serial_naming_rule": "Use {contribution-id}--{subtype}--{revision-id}--{award-restriction-tranche-report-result-decision-or-event-id}--{artifact-kind}--{record-revision-id}.", "integrity_rule": "Store digest, media type, record kind, contribution ID and subtype, revision, actor, purpose, source, agreement and policy versions, amount type, currency, valuation, event and knowledge times, confidentiality, retention and provenance." }, "policies": [ "This model owns governed grant-award or donation context, not program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit or records masters.", "Application, award decision, acceptance, agreement, commitment, obligation, disbursement, receipt, expenditure, recognition, result, report acceptance, refund and closeout remain separate assertions.", "Grant and donation profiles share governance services but never become interchangeable instance types; procurement, loan, investment, sponsorship and benefit remain external classes.", "Agents cannot autonomously make awards, accept obligations, waive restrictions, approve costs or reports, move funds, issue tax conclusions, disclose donor or beneficiary data, claw back, return or destroy records without delegated authority." ], "crud": { "read": [ "Resolve subtype, revision, parties, program, application, decision, agreement, purpose, restrictions, values, tranches, funded work, results, reports, remedies, access and projection loss." ], "create": [ "Bind identity, subtype, funder or donor, recipient, purpose, jurisdiction and initial unknown states before award or donation assertions are accepted." ], "update": [ "Append successor party, award, agreement, restriction, value, flow, result, report, decision, exception, remedy, closeout and correction assertions with reason, authority, source, event time and knowledge time." ], "delete": [ "Apply legal hold, grants, charity, contract, finance, tax, privacy and Dimension retention policy; tombstone only the catalogue view and never cascade deletion to external masters." ] }, "roles": [ { "name": "Funder, grantor or donor", "responsibilities": [ "Own purpose, source of contribution, award or gift authority, restrictions and accountable decisions." ] }, { "name": "Recipient or donee", "responsibilities": [ "Own acceptance, implementation, use, reporting and return obligations under applicable terms." ] }, { "name": "Program and grants steward", "responsibilities": [ "Own award boundary, eligibility, amendments, monitoring, exceptions and closeout coordination." ] }, { "name": "Finance and valuation steward", "responsibilities": [ "Own amount types, currencies, valuation bases, flow bindings, cost rules and reconciliation boundaries." ] }, { "name": "Results and reporting steward", "responsibilities": [ "Own reporting framework, indicators, evidence, quality, uncertainty and causal limits." ] }, { "name": "Legal, privacy, tax and risk authority", "responsibilities": [ "Own jurisdiction, due diligence, restrictions, anonymity, disclosure, tax-profile and remedy review." ] }, { "name": "Interoperability and records steward", "responsibilities": [ "Own mappings, conformance, projection loss, audit, legal hold and disposition policy." ] } ], "access": { "default_rule": "Deny donor, recipient and beneficiary personal data, bank and payment details, due-diligence evidence, unpublished decisions, applications, agreements, cost records, reports, findings and disputes unless purpose-bound policy permits the minimum necessary view.", "scopes": [ "bundle", "layer", "finding", "artifact" ], "exceptions": [ "Declared operational, legal, tax, audit, regulatory, donor-rights, recipient-rights, safety or incident access must cite authority, scope, purpose and time limit and be logged." ], "audit_requirements": [ "Log actor, agent, role, purpose, contribution ID, subtype and revision, operation, authority, policy, RFC 3339 time, affected assertions, source revision and outcome without duplicating restricted party or banking data." ] }, "agents_bootstrap": { "filename": "AGENTS.md", "required_fields": [ "Name", "Type", "Specification URL", "Storage type URL", "Interface URL", "Processes URL" ], "read_order": [ "Read Dimension namespace, grants, fundraising, program, finance, legal, privacy, tax, audit, retention and agent policies.", "Read this contribution and linked program, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records models before mutation." ] } }, "coverage": { "claim": "WM-ECO-030 covers a governed Grant / Donation specification family through mandatory grant-award and donation-or-gift profiles, identity, parties, award and agreement bindings, restrictions, values, financial-flow references, funded work, results, reporting, lifecycle, remedies, donation safeguards, provenance, access and loss-aware projections. Relation, jurisdiction, sector, accounting, tax, implementation-conformance and independent-review questions remain deferred.", "confidence": "medium", "checklist": [ { "dimension": "identity", "status": "covered", "notes": "Identity is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "classification and direct properties", "status": "covered", "notes": "Classification and direct properties is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "recognition and observation", "status": "covered", "notes": "Recognition and observation is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "capabilities and possible actions", "status": "covered", "notes": "Capabilities and possible actions is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "composition", "status": "covered", "notes": "Composition is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "lifecycle", "status": "covered", "notes": "Lifecycle is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "relationships", "status": "covered", "notes": "Relationships is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "temporal", "status": "covered", "notes": "Temporal is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "spatial", "status": "covered", "notes": "Spatial is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "provenance", "status": "covered", "notes": "Provenance is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "ownership", "status": "covered", "notes": "Ownership is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "validation", "status": "covered", "notes": "Validation is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "access", "status": "covered", "notes": "Access is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "retention and deletion", "status": "covered", "notes": "Retention and deletion is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "interoperability", "status": "covered", "notes": "Interoperability is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." }, { "dimension": "authority and ethics", "status": "covered", "notes": "Authority and ethics is explicit; relation, sector, jurisdiction, accounting, tax, implementation and independent-review profiles remain held where applicable." } ], "known_omissions": [ "Claude and Grok each timed out on one bounded attempt; no independent external result was admitted.", "WM-POL-012 is only a provisional parent signal and the frozen relation ledger contains no settled WM-ECO-030 edge.", "Public, private, foundation, corporate, aid, research, education, arts, health, emergency, individual, scholarship, prize, matching, recurring, in-kind, planned-giving and crowdfunding profiles need separate validation.", "Accounting recognition, tax deductibility, public-award law, charity law, indirect costs, procurement, payroll, assets, exchange rates and audit rules remain adopting-Dimension profiles.", "Every Grants.gov, eCFR, EU, IATI, 360Giving, Charity Commission, IRS, IFRS, OECD, ISO, RFC, PROV, DQV, ODRL and OpenAPI mapping needs exact release pins and conformance tests." ], "conflicts": [ "Grant award and donation or gift share non-exchange contribution semantics but are mandatory discriminated profiles, not interchangeable objects.", "Opportunity, application, pledge, decision, notice, acceptance, agreement, commitment, obligation, disbursement, receipt, expenditure, recognition, result, report, refund and closeout are distinct.", "Grant, donation, contract, procurement, loan, investment, sponsorship, benefit and concessional loan or grant element are related but not equivalent.", "Donor, grantor, sponsor, recipient, donee, beneficiary, fiscal sponsor, pass-through entity, subrecipient and implementer are roles that may bind different parties." ], "regional_assumptions": [ "Grant authority, donation acceptance, restrictions, eligible costs, reporting, tax, privacy, audit, refund, return, clawback, asset disposition and retention depend on jurisdiction, funder, recipient type and instrument.", "United States, EU, UK, IATI, 360Giving, IFRS and OECD sources are scoped profiles and not universal law or accounting policy." ], "adversarial_checks": [ "Reject a slash-boundary implementation that stores grant and donation instances without a mandatory discriminator.", "Reject a contribution record that absorbs program, party, project, agreement, payment, procurement, payroll, tax, ledger, evaluation, audit or records masters.", "Reject amount without amount type, currency, valuation basis, source, effective period, uncertainty and external financial reference.", "Reject award as proof of acceptance, obligation, disbursement, receipt, eligible use, result, tax treatment, report acceptance or closeout.", "Reject attribution as causality or a result without indicator definition, baseline, target, period, method, source and uncertainty.", "Reject autonomous award, agreement, restriction waiver, cost approval, payment, tax conclusion, disclosure, clawback, return or destruction without authority." ] }, "researchAdjudication": { "providerMode": "single-provider-waiver", "activeProviders": [ "codex" ], "waivedProviders": [ "claude", "grok" ], "providerPolicy": { "contract_version": "1.0.0", "mode": "single-provider-waiver", "effective_at": "2026-09-06T00:00:00Z", "scope": "Canonical single-stream subject-model research after the six-workstream consolidation", "active_providers": [ "codex" ], "waived_providers": [ { "provider": "claude", "authorized_by": "repository owner", "authorized_at": "2026-09-06T00:00:00Z", "reason": "Claude produced no result on prior 1800-second and 900-second attempts and again timed out on bounded 600-second Sonnet and 300-second Haiku passes. The owner prioritized completion over provider availability." }, { "provider": "grok", "authorized_by": "repository owner", "authorized_at": "2026-09-06T00:00:00Z", "reason": "The repository owner authorized completion without Grok when Grok is unavailable, slow or schema-invalid. Grok may still be attempted as a bounded supplemental reviewer, but its failure never blocks a valid Claude plus no-tools result." } ], "review_rule": "Codex may complete source-grounded fallback research after bounded Claude and Grok attempts fail. It requires a separate no-tools adversarial audit and remains reviewable-draft with a visible absence-of-external-review hold.", "supplemental_provider_attempts": [ { "provider": "claude", "required": false, "maximum_attempts": 1, "failure_policy": "record-and-continue", "admission_rule": "Use only a locally schema-valid result whose sources and boundaries survive adjudication." }, { "provider": "grok", "required": false, "maximum_attempts": 1, "failure_policy": "record-and-continue", "admission_rule": "Use only a locally schema-valid result whose sources and boundaries survive adjudication." } ] }, "boundaryDecision": { "entry_kind": "aggregate", "status": "accepted", "rationale": "The registry slash label is resolved as one non-exchange contribution specification family with a mandatory subtype discriminator. Grant-award and donation-or-gift instances share governance services but preserve distinct class criteria, authority, restrictions, operations and external records." }, "decisions": [ { "concept": "Grant / Donation slash boundary", "disposition": "accepted-as-discriminated-aggregate-family", "rationale": "Every instance declares grant-award or donation-or-gift subtype. Shared contribution semantics do not make the profiles interchangeable." }, { "concept": "WM-POL-012 parent signal", "disposition": "accepted-as-provisional-reference", "rationale": "The unified registry supplies Public Benefit / Program as a parent hint but the frozen relation ledger has no settled WM-ECO-030 edge, so it grants no containment or cascade authority." }, { "concept": "Grant, donation, procurement, contract, loan, investment, sponsorship and benefit", "disposition": "accepted-as-distinct-economic-and-legal-boundaries", "rationale": "Non-exchange purpose, repayment, ownership return, promotional consideration, direct acquisition and entitlement tests prevent relabelling merely because value moves." }, { "concept": "Opportunity, application, pledge, decision, notice, acceptance and agreement", "disposition": "accepted-as-separate-identities-and-state-axes", "rationale": "Each has its own authority, evidence, effective time, revision and external master; none silently proves the next." }, { "concept": "Grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, pass-through and subrecipient", "disposition": "accepted-as-role-bindings", "rationale": "The roles may bind different parties and preserve authority, responsibility, disclosure, conflict and delegation context." }, { "concept": "Restriction, condition, milestone, matching, cost share and eligible use", "disposition": "accepted-as-versioned-obligation-context", "rationale": "The contribution records exact terms and evaluation evidence without absorbing agreement, procurement, payroll, asset or accounting masters." }, { "concept": "Ceiling, commitment, obligation, disbursement, receipt, expenditure, recognition, refund and balance", "disposition": "accepted-as-distinct-value-axes", "rationale": "Every amount preserves type, currency, valuation, period, source and authoritative financial reference and cannot prove another amount." }, { "concept": "Output, outcome, impact, indicator, evaluation and causality", "disposition": "accepted-as-distinct-source-qualified-assertions", "rationale": "Results preserve definitions, periods, baselines, targets, methods and uncertainty; attribution or contribution never proves causality." }, { "concept": "Report submission, receipt, review, acceptance and closeout", "disposition": "accepted-as-independent-lifecycle-evidence", "rationale": "A submitted or received report does not prove acceptance, compliance, eligible use or completion, and closeout requires explicit authority." }, { "concept": "Donation acceptance, refusal, anonymity, recognition, acknowledgement and return", "disposition": "accepted-with-charity-privacy-and-tax-holds", "rationale": "These are separate decisions and evidence governed by jurisdiction, organizational policy, donor intent and beneficiary safety." }, { "concept": "Public-grant, aid, philanthropy, accounting and tax standards", "disposition": "accepted-as-optional-profiles", "rationale": "Grants.gov, eCFR, EU, IATI, 360Giving, Charity Commission, IRS, IFRS and OECD sources cover scoped regimes and projections, not a universal lifecycle." }, { "concept": "Single-provider waiver and local no-tools audit", "disposition": "accepted-with-mandatory-hold", "rationale": "One bounded Claude Sonnet and one bounded Grok attempt each timed out after 120 seconds. Codex separately audited the frozen validated result and comparison without new facts, so assurance remains reviewable-draft." } ], "publicationHolds": [ "Absence-of-external-review hold: one Claude Sonnet and one Grok attempt for WM-ECO-030 each timed out after 120 seconds; no external result was admitted.", "Slash-boundary hold: grant-award and donation-or-gift remain mandatory discriminated profiles and future operational evidence may justify separate canonical model identities.", "Relation hold: WM-POL-012 is only a provisional parent signal and the frozen relation ledger contains no settled WM-ECO-030 edge.", "Identity hold: program, opportunity, application, pledge, award, agreement, contribution, payment, expenditure, result, report, dispute, audit and closeout remain distinct.", "Economic-boundary hold: grant, donation, procurement, contract, loan, investment, sponsorship, benefit and grant-equivalent calculation remain separate classes.", "Value hold: ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amounts remain separately sourced and currency qualified.", "Result hold: output, outcome, impact, indicator, measurement, evaluation, attribution and causal effect remain separate and method qualified.", "Donation hold: acceptance, refusal, return, anonymity, dedication, recognition, acknowledgement, quid-pro-quo and tax treatment remain jurisdiction and policy scoped.", "Source-access hold: Grants.gov, eCFR, OECD and ISO sources had automated-access limitations or challenge redirects and were verified through official indexed content.", "Profile hold: public, private, foundation, corporate, aid, research, education, arts, health, emergency, individual, scholarship, prize, matching, recurring, in-kind, planned-giving and crowdfunding uses need separate profiles.", "Interoperability hold: every public-grant, IATI, 360Giving, charity, tax, accounting, OECD, ISO, RFC, PROV, DQV, ODRL and OpenAPI projection needs exact release pins, conformance evidence and loss declarations.", "Review hold: grants, charity, legal, finance, tax, accounting, privacy, results, audit and independent external review are outstanding.", "Independent external review was explicitly waived by the repository owner; this codex-only result remains a reviewable draft." ], "deferredResearch": [ "Canonically adjudicate the WM-POL-012 parent signal and register relations to program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records models.", "Evaluate whether grant-award and donation-or-gift implementations require separate canonical models while preserving this contribution family as an assembly.", "Create public, private, foundation, corporate, aid, research, education, arts, health, emergency, individual, scholarship, prize, matching, recurring, in-kind, planned-giving and crowdfunding profiles.", "Benchmark and conformance-test eligibility, cost, indirect-cost, matching, valuation, currency, transaction, result, reporting, refund, clawback, recapture and closeout mappings.", "Validate jurisdiction, charity, public-award, tax, accounting, privacy, procurement, payroll, asset, audit, donor-intent, beneficiary-safety and records policies.", "Pin exact external releases and obtain independent grants, philanthropy, legal, finance, tax, accounting, privacy, audit, results and data-governance review before promotion beyond reviewable-draft assurance." ] }, "statistics": { "sources": 24, "bundles": 6, "layers": 12, "findings": 24, "questions": 72, "artifacts": 24, "functions": 10 } }