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Concrete Outreach Materials for the External Engagement Plan

v1.0 · Created May 7, 2026 for v3.2.2 (concrete letter and email templates supporting actual outreach execution per the External Engagement Plan v3.1.11; intended for direct adaptation and use rather than reference reading) · Jason Robertson · Ohio · 2026

# Purpose

This document provides ready-to-adapt outreach materials for engaging academic reviewers and policy programs about specific platform validation needs. The templates correspond to the engagement specifications documented in the External Engagement Plan and are organized by recipient tier: individual academic researchers (cold email), academic policy centers and programs (departmental pitch), and working paper venues (formal submission). Each template is concrete enough to use with minor adaptation; specific variables that require customization are marked with brackets.

Realistic response expectations. Cold outreach to individual academics produces engagement at roughly one in five to one in ten attempts; academic policy centers respond at higher rates but with longer cycle times; working paper submissions create citation paths but do not produce direct feedback. Plan for thirty to fifty outreach attempts to produce five to ten substantive engagements. Time investment per outreach: drafting and customization ten to twenty minutes per individual letter; follow-ups five minutes each. Realistic timeline from first outreach to substantive feedback: four to twelve weeks.

# Tier A: Individual Academic Researcher Cold Email Template

Generic template. The bracketed elements customize per recipient and per specific item being asked about. The structure is deliberately short (under 250 words including signature) because cold-email response rates fall sharply with length.

## Generic template

Subject: [Specific item framing], request for [duration] consultation

Dear Professor [Last Name],

I am the lead author of an integrated federal policy proposal called the We The People Platform. Across roughly ninety substantive documents, the platform commits to specific federal architecture covering retirement, healthcare, education, childcare, mental health, civic infrastructure, and paid family time, with explicit fiscal modeling and persona-driven validation.

The platform openly tracks twelve items requiring external expertise the platform's lead author does not possess. One of these items is [specific item framing in one sentence], where your work on [specific publication or research area, one sentence] makes you among the small set of people whose feedback would be highest-leverage.

I am asking for [specific time commitment, typically four to eight hours], structured as: review of [specific document section, named explicitly]; written response of any length on [two to three specific questions]; permission to cite your response in subsequent platform iterations as documented expert input. Responses can be substantive critique, suggested rebuttals, or noting that the platform's existing treatment is approximately right.

If this is of interest, I will send the relevant excerpt (under twenty pages) and the specific questions. If not, even a one-line response indicating that is helpful for me to know I should not follow up.

Best regards, [Your Name] · [contact email] · [LinkedIn URL]

## Customization variables

Variables to customize for each specific outreach: subject line item-specific framing; salutation last name; one-sentence item framing in second-paragraph last sentence; specific publication or research area in second-paragraph last sentence; document section name in third-paragraph first item; specific questions list in third-paragraph second item. The remainder of the template is generic and used unchanged.

# Tier A Variants: Item-Specific Framings

These variants supply the specific framings for the highest-priority RESEARCH and PERSONA-SIG items. Each variant gives the subject-line framing, the second-paragraph item-specific sentence, and the third-paragraph specific questions. Combine with the generic template above.

## RESEARCH-1: Federal Reserve / monetary policy interaction

Subject framing: Sovereign Fund interaction with monetary policy, request for four-hour consultation. Item sentence: where the Sovereign Fund's accumulation trajectory creates novel monetary policy interaction questions analogous to but larger than the Norwegian Government Pension Fund Global, your work on monetary policy and large institutional investors is uniquely relevant. Specific questions: (1) does the Sovereign Fund accumulation trajectory at six percent real return base case produce sterilization needs Federal Reserve infrastructure can absorb, or trajectory-disturbing crowding-out effects; (2) is the response framework documented in the platform's analytical framing approximately right or are key channels missing; (3) what additional specification would be needed before the Federal Reserve interaction analysis would be considered substantively complete by a credentialed monetary economist.

## RESEARCH-2: Housing market interaction

Subject framing: Wage floor interaction with housing markets, request for four-hour consultation. Item sentence: where the platform commits to occupation-specific wage floors but acknowledges incomplete analysis of how those floors interact with housing affordability in supply-constrained markets, your work on housing supply elasticity and wage-capitalization effects is directly relevant. Specific questions: (1) is the platform's three-channel response framework (income effects on demand, supply constraints, regional variation) approximately right or are key channels missing; (2) what would the platform's housing affordability claim need to look like to be defensible against the wage-capitalizes-into-rents critique; (3) what supply-side complementary policies, if any, would the analysis need to assume to make the wage-floor benefit case clean.

## RESEARCH-3: Wage floor disemployment

Subject framing: Wage floor disemployment quantitative estimate, request for six-hour consultation. Item sentence: where the platform documents disemployment estimates at -0.1 / -0.2 / -0.3 wage elasticities producing 0.25 to 0.75 million jobs at risk but acknowledges the estimates need calibration to specific empirical contexts, your work on minimum wage employment effects is the calibration anchor. Specific questions: (1) are the elasticity ranges used in the platform's modeling consistent with current empirical literature on minimum wage disemployment; (2) does the platform's response framework adequately address the recent Cengiz et al. style approach showing limited disemployment at observed minimum wage levels; (3) at the wage floor levels the platform proposes (occupation-specific rather than single-rate), what is the appropriate elasticity assumption.

## RESEARCH-4: Healthcare cost reduction decomposition

Subject framing: Healthcare cost reduction four-mechanism decomposition, request for eight-hour consultation. Item sentence: where the platform proposes a per-capita cost reduction trajectory of approximately five thousand one hundred dollars decomposed across administrative simplification, drug pricing, provider compensation, and utilization (each with documented bounds), your work on healthcare cost analysis is uniquely positioned to assess the decomposition's defensibility. Specific questions: (1) are the per-mechanism bounds (admin $1,300-1,800; drug pricing $400-700; provider compensation $400-800; utilization $700-1,200) consistent with current health economics literature; (2) what data sources beyond CMS (Centers for Medicare and Medicaid Services) / BLS / NHE should the platform incorporate to tighten the bounds; (3) is the trajectory aggressive, modest, or approximately right relative to single-payer transition experiences in peer nations.

## RESEARCH-5 / PERSONA-SIG-5: Sovereign Fund investment policy framework

Subject framing: Sovereign Fund investment policy framework specification, request for ten-hour consultation. Item sentence: where the platform commits to a Sovereign Fund accumulating to approximately one hundred twenty-two trillion dollars in the base case scenario but acknowledges insufficient specification of asset-allocation policy, benchmark selection, and active-versus-passive split, your sovereign-wealth-fund management experience is uniquely positioned to specify the policy framework. Specific questions: (1) what asset-allocation framework should the fund adopt at scale, and how should it evolve through the accumulation period; (2) what benchmark and risk-tolerance specification is appropriate for a fund of this scale and time horizon; (3) what governance structure should oversee policy adjustment over the sixty-year horizon. Reference: Norwegian Government Pension Fund Global is the closest scale and structure analogue.

## PERSONA-SIG-3: Healthcare provider rate-setting mechanism

Subject framing: Healthcare provider payment rate-setting mechanism, request for eight-hour consultation. Item sentence: where the platform commits to universal healthcare access at a six-percent combined contribution rate but does not specify provider rate-setting mechanism (who sets rates, on what cadence, through what mechanism, with what appeal process), your healthcare administration expertise is uniquely positioned to specify the mechanism. Specific questions: (1) which existing rate-setting precedent best applies (CMS Medicare rate-setting, Maryland all-payer, international single-payer rate-setting); (2) what governance structure should oversee rate updates; (3) what appeal process should providers have for disputed rates.

## PERSONA-SIG-4: Direct tax clause analysis depth

Subject framing: Direct tax clause analysis for wealth surcharge architecture, request for ten-hour consultation. Item sentence: where the platform's three-mechanism high-earner architecture includes a wealth surcharge component whose direct-tax-clause vulnerability is one of the platform's largest constitutional risks, your tax law expertise is uniquely positioned to assess vulnerability and identify mitigation paths. Specific questions: (1) which mechanisms within the wealth surcharge architecture are most vulnerable to Article I direct tax clause challenge; (2) what specific design changes would reduce vulnerability without losing revenue effect; (3) what existing precedent supports each mechanism.

## RESEARCH-8: Pillar Eight cost validation

Subject framing: Universal Paid Family Time program cost validation, request for four-hour consultation. Item sentence: where the platform's recently-added Pillar Eight commits to a federal paid family leave program at approximately forty to sixty billion dollars per year funded through a 0.4 percent combined payroll contribution, your labor economics expertise on paid leave program economics is the validation anchor. Specific questions: (1) is the cost estimate range consistent with FAMILY Act modeling and adjusted-scaling from existing state programs; (2) is the contribution rate calibration approximately right; (3) what design choices most affect the cost projection.

# Tier B: Academic Policy Centers and Programs

Departmental pitches differ from individual outreach: the recipient is an institution rather than a person, the cycle time is longer, the response (when it comes) is more substantive. Pitches go to program directors, executive directors, or research directors depending on organizational structure.

## Brookings Hutchins Center on Fiscal and Monetary Policy

Pitch framing for the fiscal architecture analysis. Recipient role: Hutchins Center director or appropriate associate director. Pitch length: under five hundred words. Pitch content: brief introduction to the platform's fiscal architecture (Combined Reform Model, Federal Fiscal Impact Analysis, Sovereign Fund accumulation, Pillar Eight contribution stream); the specific RESEARCH-1 / RESEARCH-5 / PERSONA-SIG-4 items where the Hutchins Center's expertise applies; the specific ask (working paper publication, peer review, or analytical commentary depending on Center capacity); time commitment (twenty to forty hours of senior fellow time across the four to six month engagement window); deliverable framing (the platform welcomes critical engagement, including findings adverse to the platform's claims, with explicit commitment to document and respond to all substantive feedback).

## Penn Wharton Public Policy Initiative

Pitch framing for the integrated tax-and-transfer modeling. Recipient role: PWPI faculty director or research-program lead. Pitch content: introduction to the platform's modified income tax architecture (zero net new revenue at low-elasticity assumption, three-component breakdown of approximately $130B behavioral-adjusted gross), the FFIA modeling approach, the wage-floor-as-tax-architecture approach, the explicit RESEARCH-3 / RESEARCH-6 items requiring labor economics validation; the specific ask (PWPI microsimulation against the platform's modeling for cross-validation; faculty engagement on findings); time commitment estimate (twenty to forty hours faculty time over the four-month window).

## Hamilton Project

Pitch framing for the wage-floor architecture and disemployment analysis. Recipient role: Hamilton Project director. Pitch content: introduction to the wage-floor occupational specificity approach (alternative to single-rate minimum wage), the disemployment sensitivity analysis at -0.1 / -0.2 / -0.3 elasticities, the income-tax-architecture interaction; the specific ask (Hamilton Project policy paper or expert commentary); engagement structure aligned with Hamilton Project's existing publication channels.

## Roosevelt Institute

Pitch framing for the Sovereign Fund concept. Recipient role: Roosevelt Institute fellows program lead or appropriate senior fellow. Pitch content: introduction to Pillar One's Sovereign Fund architecture (departure from defined-benefit Social Security trajectory toward hybrid system; sixty-year accumulation; Norway Government Pension Fund Global as scale analogue); the specific ask (Roosevelt fellows program engagement with the institutional design questions documented in PERSONA-SIG-5); long-cycle engagement appropriate for the architectural depth involved.

## University Policy Schools (general framework)

Generic pitch to public policy schools (Harvard Kennedy School, Princeton SPIA, Berkeley Goldman, Michigan Ford, Chicago Harris, Columbia SIPA, Georgetown McCourt, Stanford). Recipient role: dean's office or executive education program director. Pitch content: positioning the platform as suitable for course case study, capstone project input, or policy practicum exercise; the specific ask (assignment of motivated graduate students to specific RESEARCH items as part of existing degree program work, with deliverables flowing back to the platform); engagement is low-cost for the school (uses existing capacity) and high-value for the platform (substantial engagement with structured feedback).

# Tier C: Working Paper Venues

Working paper submission creates citation paths and surfaces critique through the natural review process associated with each venue. Working paper visibility does not substitute for credentialed peer review but creates the path toward it.

## SSRN submission

Submission to SSRN does not require institutional affiliation. Recommended decomposition: submit the master We The People Platform document as the primary paper (positioned as policy proposal); submit FFIA and the Combined Reform Model documentation as separate working papers (positioned as fiscal analysis); submit the Sovereign Fund architecture documents as separate working papers (positioned as institutional design proposal). Each submission gets independent SSRN identifier and citation count tracking. Cross-reference submissions to each other.

## NBER working paper considerations

NBER working papers require NBER affiliation or co-authorship with affiliated researcher. The platform's lead author is not currently NBER affiliated; access to NBER working paper publication therefore depends on engaging an affiliated researcher willing to co-author. This is a substantial commitment for the affiliated researcher. Realistic path: the academic outreach via Tier A and Tier B may produce one or more researchers willing to co-author specific platform components, which then opens NBER working paper access for those components.

## RFF (Resources for the Future) working paper considerations

RFF accepts external submissions through its working paper series. Submission framing for the platform's environmental-adjacent components (Climate Policy Beyond Grid Modernization document, civic infrastructure broadband-and-energy-grid components) is appropriate. RFF engagement may also produce introductions to environmental economics researchers for RESEARCH-2 housing-supply-elasticity work.

# Follow-Up Templates

Follow-ups maintain engagement without becoming pestering. Standard pattern: one follow-up at two weeks; one final follow-up at four weeks; no further follow-up after that. Three standard scenarios.

## Two-week follow-up after no response

Subject: Following up on platform consultation request. Body: Professor [Last Name], I sent a note two weeks ago about [item framing]. I understand you may not be in position to engage; if so, even a one-line confirmation that you'd prefer I not follow up further is helpful for me. If you might be interested but are scheduling-constrained, the request itself is bounded (under ten hours total, no specific deadline). Thanks for considering. [Your Name].

## Acknowledgment after positive response

Subject: Thank you, attached are the materials we discussed. Body: Professor [Last Name], thank you for being open to engaging on [item framing]. Attached are the relevant excerpts as we discussed: [list the specific document sections to send]. The specific questions are: [list the questions]. The platform is at version [current version], with all materials at [URL or repository link]. I expect to respond to your feedback within thirty days of receipt; if substantial changes result from your feedback, those will be documented in a versioned response document and you will be acknowledged by name in subsequent platform iterations. Take whatever time you need; there is no specific deadline. [Your Name].

## Polite-decline acknowledgment

Subject: Understood, thank you for the response. Body: Professor [Last Name], thank you for letting me know. I appreciate the time you took to respond. If your interest changes or you have a colleague whose work might be more directly relevant, I would welcome the introduction. Otherwise I will not follow up further. Best, [Your Name].

# Recipient Reading Path Reference

Per-item reading paths to send recipients alongside outreach. Each path identifies the specific documents and document sections relevant to the item under consideration. Sending a focused reading path under twenty pages substantially improves response rates compared to sending complete platform materials.

RESEARCH-1 (Federal Reserve / monetary policy): The Community Contribution Plan WhitePaper Sovereign Fund accumulation section; the Federal Fiscal Impact Analysis Sovereign Fund corpus section; the Open Issues Registry Section 52 RESEARCH-1 entry. RESEARCH-2 (housing markets): The What This Means For You household-impact analysis; the Open Issues Registry Section 52 RESEARCH-2 entry; the Climate Policy Beyond Grid Modernization document for grid-modernization context. RESEARCH-3 (wage floor disemployment): The Wage Floors As Tax Architecture document; the Wage Floor Concept Analysis document; the Open Issues Registry Section 52 RESEARCH-3 entry. RESEARCH-4 (healthcare cost reduction): The Healthcare Transition Detailed Plan; the Federal Fiscal Impact Analysis healthcare contribution stream; the Open Issues Registry Section 52 RESEARCH-4 entry. RESEARCH-5 / PERSONA-SIG-5 (Sovereign Fund investment policy): The Sovereign Fund Investment Architecture document; the Open Issues Registry Section 52 RESEARCH-5 entry and PERSONA-SIG-5 entry. PERSONA-SIG-3 (healthcare rate-setting): The Healthcare Transition Detailed Plan; the Open Issues Registry PERSONA-SIG-3 entry. PERSONA-SIG-4 (direct tax clause): The Federal Income Tax Revenue Modified Architecture document; the Open Issues Registry CON-2 entry and PERSONA-SIG-4 entry. RESEARCH-8 (Pillar Eight cost): The Universal Paid Family Time Pillar document; the Federal Fiscal Impact Analysis Pillar Eight contribution stream paragraph.

# Cross-References

This document is the operational extension of the External Engagement Plan v3.1.11. The engagement plan documented per-item engagement specifications (target reviewer profile, specific questions, time commitment, output formats); this document provides the actual outreach materials Jason can adapt and send. Together the two documents constitute the complete external-engagement infrastructure: the engagement plan answers what to ask, this document answers how to ask it. Companion documents in this iteration: 05_Tribal_Consultation_Framework.docx (Tier 2 #10 from the actionable items list) and 05_Combined_Reform_Model_Audit_Scope.docx (Tier 3 #11 from the actionable items list).