Grant dossiers — forms

The distinct forms record for Grant dossiers. This page is proposal-only.

Status: proposedLifecycle: candidate

Record status

Record ID: field-guide:grant-dossiers
Parent lifecycle: candidate
Page lane: plan
Lane lifecycle: proposed
Owner: Tilly
Owner role: Not separately recorded
Owner status: Not separately recorded
Qualification result: NOT RUN · held for evidence and human review

Working browser surface: Field guides — documentation — Inspect the guide and persist local checkpoints. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held.

Proposed form sections

Each section is a candidate schema for inspectable records. Required-field presence does not establish factual truth.

Dossier identity

Define the dossier without asserting eligibility or submission status.

dossier title
grant or opportunity name as supplied
source record ID
owner agent
related job
working lifecycle
visibility
human decision owner

Source and provenance

Preserve traceable support for every material statement.

source URL or locator
source excerpt or note
source SHA-256 if available
origin
capture date
revision ID
provenance note
linked file reference

Requirements and constraints

Convert only observed source material into reviewable requirements.

requirement statement
requirement category
mandatory or optional
evidence needed
open question
assumption flag
source link
review status

Draft content

Prepare bounded draft responses tied to evidence.

prompt or section
draft text
linked evidence IDs
word or character limit if stated in source
unsupported-claim warning
revision
author
review status

Deadline workback

Track dates and dependencies without implying an external calendar write.

source-stated deadline
timezone if stated
internal target date
task
owner
dependency
priority
dueAt
recurrenceCandidate
completion state
tags

Review and decision

Separate independent review, reconciliation, and human approval.

reviewer
review scope
finding
severity
conflicting evidence
resolution
decision state
receipt reference
approval date

Accessible state contract

Every field requires a visible and programmatic label.
Required and optional fields must be stated in text.
Invalid entries require an actionable message linked to the field.
Blocked and Held states remain visible without relying on color alone.

Supporting documentation fields

These fields come from the tools lane and remain separate from the primary operating form.

Opportunity identity

Define the opportunity and preserve ownership without implying an external connection.

Opportunity title
Funder name as supplied
Application URL or source locator
Opening date
Deadline date and time zone
Eligibility notes
Dossier owner
Canonical record ID

Evidence ledger

Capture source-backed facts and reconcile conflicts.

Claim or requirement
Source record ID
Source locator
Source SHA-256 when available
Evidence excerpt
Evidence date
Confidence or review state
Conflicting evidence
Resolution note

Instrument qualification

Record why a verified instrument helps and constrain its permitted use.

Instrument slug
Use in dossier
Required inputs
Output to retain
Verification status
Known limitations
Reviewer
Qualification state

Draft and claim review

Prepare human-reviewable materials and separate supported claims from held claims.

Draft section
Audience
Source links
Proposed wording
Support status
Accessibility review status
Reviewer comments
Approval state

Workback and handoff

Make deadline ownership and failure states explicit.

Task
Owner
Due date and time zone
Dependency
Priority
Completion state
Failure or escalation state
Approval required
Receipt link

Required or proposed record references

No record existence is asserted by this documentation page.

source-labelled grant opportunity record
grant dossier project record
evidence records with source locator and SHA-256 where available
draft narrative or response records
deadline and workback to-do records
review and reconciliation notes
approval receipt record
Grant dossier
Funding opportunity record
Source-labelled evidence notes
File references and source locators
Instrument qualification record
Evidence reconciliation record
Draft application materials
Website claim review
Approval receipts
Bounded to-dos

Sources and evidence

These pointers bind the page to evidence. They do not grant authority or collapse verification into deployment.

source_record:field-guide:grant-dossiers
agents/index.html#tilly
Observed native contract: Notebook collections and lifecycle
Observed native contract: Notebook deadlines and workback payload
Observed native contract: provenance, canonical IDs, source locators, SHA-256, revisions, and attachments
Observed native contract: PointGuard context surface and specialist-app record ownership
Observed app routes supplied for Guth Hub, PointGuard, Notebook, Business, and related review surfaces
Allowed verified-instrument directory supplied; no instrument selected because this dossier procedure has no demonstrated calculation requirement
field-guide:grant-dossiers
/app/notebook/field-guides/
/app/notebook/notes/
/app/notebook/files/
/app/notebook/approvals/
/app/notebook/paper/
/app/notebook/to-dos/
/app/notebook/agenda/
/app/notebook/agent-logs/
date-duration-calculator
countdown-days-until-timer