Source: https://guthlabs.ai/docs/field-guides/grant-dossiers/forms/

field guide / candidate

# Grant dossiers — forms

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

Status: **proposed**Lifecycle: **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](<https://guthlabs.ai/docs/field-guides/>) — 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`