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PLATFORM PACKAGE

Reader's Guide and Table of Contents

Where to start.

What each document does.

How to navigate the package.

Navigation Guide for the We The People Platform

Jason Robertson

v1.45 · Created May 2026 · Updated May 6, 2026 for v2.22 · Updated May 6, 2026 for v2.23 (audit findings: TOC text fixes) · Updated May 6, 2026 for v2.24 (item 76 Open Issues Registry; CON-2/3/9 mitigations) · Updated May 6, 2026 for v2.25 (item 77 Emergency Services Communications Modernization) · Updated May 6, 2026 for v2.26 (item 78 added: Federal Infrastructure Fee; Path A → Path B architectural shift) · Updated May 6, 2026 for v2.26.1 (item 51 and item 61 patch updates for v2.26 coherence) · Updated May 6, 2026 for v2.26.2 (audit-driven hardening pass: 14 findings mitigated) · Updated May 6, 2026 for v2.26.3 (canonical decisions on OPEN-1 and OPEN-2 propagated) · Updated May 6, 2026 for v2.27 (Calculator refactor: OPEN-2 secondary work and PROC-2 resolved) · Updated May 6, 2026 for v2.27.1 (audit findings: Calculator methodology and TOC item 62 description updated) · Updated May 6, 2026 for v2.27.2 (Calculator label correction iteration 4) · Updated May 6, 2026 for v2.27.3 (iteration 5 hardening pass) · Updated May 6, 2026 for v2.27.4 (iteration 6 hardening pass: rate documentation gaps closed) · Updated May 6, 2026 for v2.27.5 (READING-PATHS: supporter and elected-official paths now reference items 76/77/78 explicitly) · Updated May 6, 2026 for v2.27.6 (iteration 8 hardening pass) · Updated May 6, 2026 for v2.28 (item 79 added: Federal Infrastructure Fee Transition Mechanics) · Updated May 6, 2026 for v2.29 (items 80 and 81 added: Iterative Hardening Process Documentation; Federal Income Tax Revenue Modified Architecture) · Updated May 6, 2026 for v2.30.4 (reading paths updated for items 79/80/81 and package size updated from 78 to 81) · Updated May 6, 2026 for v2.30.6 (slideshow item descriptions corrected: 15 slides -> 16 slides total) · Updated May 6, 2026 for v2.30.7 (item 80 iteration count generalized; item 81 v2.30 enhancements added; Sovereign Fund capitalization)

Ohio · 2026

How to Use This Guide

The platform package contains eighty-one items and the slideshow in two formats. This is more than most readers will engage with on a first encounter, and it should be. The package is designed to support multiple audiences with different needs, ranging from someone who has fifteen minutes to understand the concept to a policy professional who wants to verify specific analytical claims.

This guide organizes the documents by their function and provides a brief summary of each, along with a recommendation for when each document is most useful. Readers should not feel obligated to engage with every document. Most readers will find that two or three documents serve their needs. The remaining documents are available when deeper engagement is desired.

Reading Paths by Audience

If you have fifteen minutes: Read the Slideshow PDF (item 53). It captures the full platform at high level in 15 slides plus a cover page. Then open the We The People Calculator (item 62) and enter your household to see your personalized side-by-side comparison.

If you have an hour: Read the Platform Manifesto (item 1) and the tax analysis document (item 19). These together give you the architecture and the answer to the most important question.

If you are a policy professional: Start with the Platform Manifesto (item 1), then move to the Community Contribution Plan white paper (item 9), the foundational math model (item 10), wage floor Empirical Analysis (item 13), and the tax analysis document (item 19). For the v2.10 analytical additions addressing federal program integration and consolidated fiscal impact, read Federal Program Integration Plan (item 60) and Federal Fiscal Impact Analysis (item 61). The provenance document (item 20) explains how the platform was built and contains the technical caveats most useful to professional reviewers. The Open Issues Registry (item 76) catalogs known limitations, internal inconsistencies, and topics needing further research. Emergency Services Communications Modernization (item 77) addresses how universal broadband interacts with the federal emergency services framework — particularly relevant for reviewers from public safety, telecommunications policy, or tribal affairs backgrounds. The Federal Infrastructure Fee document (item 78) establishes the cost recovery mechanism for federally-owned broadband and cellular infrastructure, including the architectural shift from Path A subsidy to Path B federal ownership, the proposed fee structure, and the trillion-dollar-plus thirty-year cost savings from the shift. Emergency Services Communications Modernization (item 77) substantiates the platform's emergency services commitments under the universal broadband pillar.

If you are skeptical of the platform: Read the tax analysis document (item 19) for the answer to your most important question, the manifesto (item 1) for the structural analysis behind the answer, and the milestones document (item 21) to understand the deployment timeline. Then verify the platform's claims for your own household using the We The People Calculator (item 62) — enter your actual situation and see whether the platform's promised savings hold for you specifically. The provenance document (item 20) explains how the analysis was developed and who is responsible for it. The Open Issues Registry (item 76) consolidates everything the platform is aware of but has not yet resolved, including the four-different-values healthcare contribution rate problem and the three-version wealth surcharge architecture issue.

If you are a potential supporter: Read the manifesto (item 1) and the AI workforce transition framing (item 4). The slideshow (item 53) makes the case in 15 slides plus a cover page. Supporters whose primary policy concern is environmental policy should also read Climate Policy Beyond Grid Modernization (item 74). Supporters whose primary concern is gender pay equity or women's economic outcomes should read Gender Pay Gap and Indirect Mechanisms (item 75). Supporters with situation-specific concerns can find detailed analytical work on nineteen specific topics in items 63 through 81. The most actionable items for advocacy are item 76 (Open Issues Registry, which catalogues all open issues for transparency), item 77 (Emergency Services Communications Modernization, which addresses 911 system funding and tribal nation broadband commitments), item 78 (Federal Infrastructure Fee, which establishes how federally-owned broadband and cellular infrastructure recovers cost from companies). Use the We The People Calculator (item 62) to produce a personalized comparison for any household you're discussing the platform with — particularly useful for door-to-door conversations or for supporters wanting to share specific numbers with their own networks. Additional v2.28-v2.30 advocacy items: item 79 (Federal Infrastructure Fee Transition Mechanics, addressing eminent domain and pass-through prevention), item 80 (Iterative Hardening Process Documentation, transparency artifact about how the platform is quality-assured), and item 81 (Federal Income Tax Revenue Under Modified Architecture, the OPEN-3 substantiation that closes the Federal Fiscal Impact Analysis (FFIA) accounting gap on income tax architecture).

If you are an elected official or staff member: Read the Constituent Letter (item 8) first as the cover document, then the manifesto (item 1) for the full architecture, then whichever specific pillar documents are most relevant to your committee assignments or policy interests. The Constituent Letter (item 8) contains committee→item mappings that include item 76 (Open Issues Registry, for transparency oversight), item 77 (Emergency Services Communications Modernization, for public safety committees), item 78 (Federal Infrastructure Fee, for telecommunications and finance committees), item 79 (Federal Infrastructure Fee Transition Mechanics, for telecommunications and judiciary committees), item 80 (Iterative Hardening Process Documentation, for transparency oversight), and item 81 (Federal Income Tax Revenue Under Modified Architecture, for finance and ways-and-means committees).

This guide does not require you to read documents in order. It is designed to support the reader you actually are, with the time you actually have, on the questions you actually want answered.

Section 1: Vision and Communication Documents

These eight documents articulate the platform's vision, communicate it to different audiences, and provide the framing materials for political and personal outreach. They contain less analytical detail than the technical documents but are more accessible for general readers.

1. We The People — Platform Manifesto 02_Vision_and_Communication/02_We_The_People_Platform.docx • Word document, ~16 pages Best for: First-time readers wanting the integrated vision. Anyone evaluating the platform's overall coherence. The integrated vision document that introduces the three primary pillars (Community Contribution Plan, Empirical Wage Floors, Sovereign Education Fund) and the architecture supporting them. Includes the platform's foundational principle (“when I do well, we all do well”), the operational design of the cost-based pricing framework with field-of-study granularity, the two-channel disbursement architecture, the age-30 reversion mechanism, and the integration of all primary pillars as a single coherent system. This is the document most readers should encounter first. When to read: Read first if you want to understand what the platform actually proposes. Read again after engaging with the technical documents to see how the pieces fit together.

2. Adjacent Pillars Under Development 02_Vision_and_Communication/02_Adjacent_Pillars_Under_Development.docx • Word document, ~12 pages Best for: Readers who want to understand the platform's full scope including healthcare, childcare, and mental health. The companion document positioning healthcare, childcare, and mental health access as adjacent pillars to the three primary ones. Articulates the architectural intent for each adjacent pillar and the analytical work that has been completed at the concept level. Honest about which components are at full development versus which remain at concept level. When to read: Read after the manifesto if you want to understand the platform's full scope. Skip if you are primarily interested in the three primary pillars.

3. Civic Infrastructure Pillar 02_Vision_and_Communication/02_Civic_Infrastructure_Pillar.docx • Word document, ~12 pages Best for: Readers interested in the platform's commitment to shared physical and digital infrastructure — broadband, transportation, water and sewer, public spaces, government digital services, and the electrical grid. The vision-level entry point for the Civic Infrastructure pillar as defined in v2.3 and substantiated in v2.4 and v2.8. Six components: Universal Broadband, Transportation Infrastructure, Water and Sewer Systems, Public Spaces, Civic Technology, and Energy Grid Modernization. Pillar total midpoint: $298B annually, approximately 1.0% of GDP. The document covers what Civic Infrastructure means in this platform, the distinguishing test for what belongs in the pillar, the six components at vision-level depth, the funding mechanism, cross-pillar interactions, and honest limits. Cross-references the architectural framing (entry 33) and component substantiations (entries 41, 49, 51) for analytical depth. When to read: Read first when you want to understand the platform's commitment to shared infrastructure as a foundation for the other pillars. Read after the Manifesto for context, before the substantiation documents for analytical depth. The document repositioned in v2.8.1 from the original v1.0 (which is now Informed Citizenship, entry 59).

4. Built for What's Coming — AI Transition Infrastructure 02_Vision_and_Communication/02_Built_For_Whats_Coming.docx • Word document, ~12 pages Best for: Readers whose primary concern is economic stability rather than fairness. Conservatives and business leaders. The strategic reframing of the platform as AI workforce transition infrastructure. The argument proceeds from economic stability rather than fairness as its starting point. Demonstrates that the same architecture that solves shared prosperity problems also addresses the workforce displacement that AI is producing. Designed to broaden the platform's political coalition beyond audiences who endorse it on values grounds. When to read: Read if you find the fairness framing of the platform less persuasive than the economic stability framing. Share with conservative or business-focused audiences who would dismiss values-based arguments but might engage with stability-based arguments.

5. The Founding Stake 02_Vision_and_Communication/02_The_Founding_Stake.docx • Word document, ~10 pages Best for: Readers interested in the platform's launch ceremony and political theory. Articulates the universal $2 contribution as constitutive participation — the mechanism by which every American becomes a founding stakeholder in the institutions the platform creates. The mathematical analysis is straightforward: $680M from 340M Americans contributing $2 each. The political theory underneath is more substantial: people defend institutions they helped build. The stake matters less for its dollar amount than for what it establishes about ownership and shared standing. When to read: Read if you want to understand the platform's launch mechanism and why universal contribution at enactment matters beyond the trivial dollar amount.

6. Future Capacity Fund — Two Architectural Paths 02_Vision_and_Communication/02_Future_Capacity_Fund.docx • Word document, ~14 pages Best for: Readers interested in long-term institutional design and how to preserve capacity for unforeseen problems. The concept document presenting two architectural paths for preserving capacity for problems future generations will face that current generations cannot anticipate. Path A is the pure future capacity approach, accumulating indefinitely under supermajority deployment authorization. Path B is the hybrid approach with both future capacity and current demonstration components. Each path is described with its strengths, limitations, and tradeoffs explicitly. The document does not impose a recommendation but lets readers weigh the options. When to read: Read if you find the question of preserving capacity for unforeseen problems interesting and want to understand the architectural options. Optional for readers focused on current pillars.

7. Wage Floor Concept Analysis v0.2 02_Vision_and_Communication/02_Wage_Floor_Concept_Analysis_v02.docx • Word document, ~10 pages Best for: Readers wanting the conceptual framing of the wage floor pillar before engaging with the empirical model. The concept document for the empirical wage floor pillar, complementing the mathematical model. Articulates why the current single federal minimum wage is structurally inadequate, why occupation-specific floors derived from Bureau of Labor Statistics (BLS) data are a defensible alternative, and how the system would interact with labor markets. The v0.2 designation reflects the document's iterative development. When to read: Read alongside the wage floor mathematical model if you want both the concept and the analytical evidence.

8. Constituent Letter 02_Vision_and_Communication/02_Constituent_Letter.docx • Word document, 1 page Best for: Anyone wanting to deliver the platform to elected officials. A one-page letter for delivering the platform to senators, representatives, governors, or other elected officials. Designed to be customized with personal details and sent as a cover document accompanying the manifesto and other materials. Articulates the reader's standing as a constituent and asks specifically for the official's engagement with the platform. When to read: Use when sending platform materials to elected officials. Customize with personal details before sending.

Section 2: Technical White Papers

These technical documents articulate the platform's policy proposals at the level of detail policy professionals expect. They are denser than the vision documents but lighter than the mathematical models. A reader engaging with these documents should expect to spend more time per page than with the vision materials.

9. Community Contribution Plan — Retirement Reform White Paper 03_Technical_White_Papers/03_Community_Contribution_Plan_WhitePaper.docx • Word document, ~18 pages Best for: Policy professionals, economists, and serious readers wanting the full retirement reform proposal. The full technical analysis of the retirement reform proposal. Covers the diagnosis of Social Security's solvency problem, the architectural alternative (hybrid sunset of pay-as-you-go financing combined with construction of a Sovereign Investment Fund), the international precedents (Norway GPFG, Australia Superannuation, Singapore CPF), the governance architecture, the mathematical projections demonstrating that peak transition borrowing reduces from $63T to $82B, and the operational mechanics of how the system would actually function across the multi-decade transition period. When to read: Read if you want the analytical foundation for the platform's most foundational pillar. This is the document that establishes the platform's analytical credibility.

Section 3: Mathematical Models

These nine Excel workbooks contain the mathematical analyses that test whether platform proposals are fiscally viable. Each model is built with formulas that can be examined and inputs that can be modified. Readers comfortable with Excel can interrogate the assumptions and see how output changes under different conditions. Readers less comfortable with Excel can read the summary sheets that interpret the numerical results.

10. Combined Reform Model — The Foundational Math 04_Mathematical_Models/04_Combined_Reform_Model.xlsx • Excel workbook, multiple sheets, ~250 formulas Best for: The single most important model for understanding the platform's fiscal viability. The integrated model combining the Social Security sunset trajectory and the new Sovereign Fund construction trajectory. Demonstrates that running these processes in parallel produces peak transition borrowing of approximately $82 billion compared to the $63 trillion that the standalone sunset would require. This 99.9% reduction is the platform's signature analytical finding. The model includes sensitivity analysis showing how the reduction varies under different assumptions about returns, contribution rates, and demographic projections. When to read: Examine if you want to verify the platform's most important analytical claim. The model is the answer to anyone who says the platform's fiscal architecture is fantasy.

11. Social Security Sunset Equilibrium Model 04_Mathematical_Models/04_SS_Sunset_Equilibrium_Model.xlsx • Excel workbook, ~200 formulas Best for: Readers wanting to see what standalone Social Security phase-out actually requires. Models the standalone phase-out of Social Security without replacement, demonstrating that the transition would require approximately $63 trillion in cumulative borrowing over sixty years. This model exists to establish the baseline against which the Combined Reform Model demonstrates its value. Reading this model first makes the Combined Reform Model's reduction visible as the meaningful analytical finding it is. When to read: Examine if you want to understand why the hybrid architecture matters. Read this before the Combined Reform Model for the full analytical arc.

12. Hybrid Retirement System Model 04_Mathematical_Models/04_Hybrid_Retirement_System_Model.xlsx • Excel workbook, ~250 formulas Best for: Readers wanting to see how the new contribution system performs on its own. Models the new contribution system as a standalone architecture without the Social Security sunset, demonstrating that even on its own merits the system produces approximately $1.23 million in personal account balances at retirement for a worker entering at age 25 with median wages. The model also projects Sovereign Fund accumulation reaching approximately $122 trillion at year 60, providing the institutional capacity that funds the platform's other pillars. When to read: Examine if you want to see how the new contribution system functions as a retirement security mechanism independently of the transition dynamics.

13. Wage Floor Empirical Analysis 04_Mathematical_Models/04_Wage_Floor_Empirical_Analysis.xlsx • Excel workbook, multiple sheets, ~300 formulas Best for: Readers wanting to verify the empirical foundation of the wage floor pillar. Covers 81 broad occupations and approximately 82 million American workers using BLS Occupational Employment and Wage Statistics data. Calculates the proposed 25th-percentile floor wage for each occupation, projects the impact of raising current sub-floor wages to the floor, and demonstrates that the system produces meaningful wage increases for low-paid care occupations (childcare, home health, social work) while only modestly affecting higher-paid occupations. When to read: Examine if you want empirical evidence for the wage floor concept. The data is real BLS data; the calculations are auditable.

14. Education Fund + Cost-Based Pricing Model 04_Mathematical_Models/04_Education_Fund_Cost_Based_Pricing_Model.xlsx • Excel workbook, multiple sheets, 649 formulas Best for: Readers wanting to verify the education fund's analytical foundation and the cost-based pricing framework. Models the Sovereign Education Fund integrated with retirement disbursements, plus the cost-based pricing framework with field-of-study granularity. Demonstrates that free college is mathematically achievable through 1.2% annual disbursements from the mature retirement Sovereign Fund. The Field-of-Study Pricing sheet shows how the cost-based formula produces price ceilings ranging from approximately $11,000 per year for English programs to approximately $22,000 per year for specialized engineering programs. The Operational Mechanics sheet documents the two-channel disbursement architecture and the anti-fraud design. When to read: Examine if you want to understand how the education pillar actually works operationally and how the cost-based pricing prevents institutional padding.

15. Universal Healthcare Model 04_Mathematical_Models/04_Universal_Healthcare_Model.xlsx • Excel workbook, multiple sheets, ~280 formulas Best for: Readers wanting to verify the healthcare pillar's fiscal viability. Analyzes multi-payer healthcare reform on the German/Japanese model, with target spending of $9,500 per capita aligned with peer nation outcomes. Demonstrates a $2.6 trillion cumulative federal surplus by Year 10 of implementation. The model includes the documented 4%/2% (note: the model spreadsheet currently uses 6%/4%; this rate-source discrepancy is tracked in the Open Issues Registry, item 76) payroll funding structure, the elimination of private health insurance premiums, the reduction of out-of-pocket costs, and the workforce transition implications for current administrative roles. When to read: Examine if you want to verify that universal healthcare is fiscally viable. The international precedents make this the most well-supported pillar empirically.

16. Universal Childcare Model 04_Mathematical_Models/04_Universal_Childcare_Model.xlsx • Excel workbook, ~200 formulas Best for: Readers wanting to verify the childcare pillar's analytical foundation. Analyzes Quebec-style universal childcare with U.S. workforce considerations. Demonstrates a $135 billion annual surplus at full coverage, primarily through tax recovery from increased workforce participation among parents of young children. The model covers approximately 12 million children needing care, the 1.4 million workers required to staff the program at full coverage, and the funding structure of 0.8% employer plus 0.5% worker payroll contributions plus state matching funds. When to read: Examine if you want to verify that universal childcare can be funded without producing fiscal strain. The Quebec precedent makes this empirically grounded.

17. Universal Mental Health Model 04_Mathematical_Models/04_Universal_Mental_Health_Model.xlsx • Excel workbook, ~190 formulas Best for: Readers wanting to verify the mental health pillar's workforce capacity claims. Analyzes universal voluntary access with workforce capacity considerations. Demonstrates that total workforce numbers are adequate at universal voluntary access utilization — distribution is the problem, not raw supply. The model covers approximately 60 million Americans needing some form of mental health care, current treatment gaps, and workforce expansion requirements through training pipeline funding. When to read: Examine if you want to verify that Universal Mental Health access is achievable. The model's most important finding is that the workforce problem is solvable through distribution rather than requiring impossible-scale expansion.

18. Proof-of-Concept Fund Model 04_Mathematical_Models/04_Proof_of_Concept_Fund_Model.xlsx • Excel workbook, ~150 formulas Best for: Readers interested in how the platform demonstrates its principles at less-than-national scale. Models the demonstration fund that operates the platform's principles in real time before national enactment. Projects the trajectory of a $50 million proof-of-concept fund and how its disbursements would generate evidence about platform components. The model is most relevant to readers thinking about how the platform builds the political coalition required for full enactment. When to read: Examine if you want to understand how the platform could demonstrate its principles before requiring national legislation. Helpful for readers thinking strategically about the path to enactment.

Section 4: Analytical Framing Documents

These documents address specific questions that readers will have about the platform, providing direct answers backed by the analytical foundation. They serve readers who have a specific question rather than wanting a comprehensive overview.

19. Does This Raise Taxes? — An Honest Analysis 05_Analytical_Framing/05_Does_This_Raise_Taxes.docx • Word document, ~16 pages Best for: Anyone asking the most important question about the platform — does this raise taxes? — and wanting an honest answer rather than a slogan. Updated in v2.11 with cross-reference to What This Means For You. The median household side-by-side shows $33,584 current vs $17,355 platform, with net savings of $16,229 per year. The wage floor mechanism contributes $3,516 (federal income tax reduction from $5,016 to $1,500). Adjacent pillars (healthcare, childcare, mental health) contribute $11,580. Civic Infrastructure (broadband, tax prep, identity theft) contributes $1,133. New 'How This Example Relates to What This Means For You' subsection in the Methodology Note explains why this document's figures differ from WTM4Y's at the same income/filer combination (broader scope including state tax, out-of-pocket medical, and childcare costs; transition-state FICA (Federal Insurance Contributions Act) treatment). Cumulative Lifetime Effects: nominal ($649K), inflation-adjusted nominal ($1,094K), and present value at 2% real discount rate ($444K). When to read: Read first when you want to understand what the platform actually means for your household budget. The document is honest about both what it captures and what it doesn't — the dollar comparison is one part of the story, supplemented by the public-infrastructure note and the intangibles section.

20. How This Was Built — Provenance Document 05_Analytical_Framing/05_How_This_Was_Built.docx • Word document, ~14 pages Best for: Anyone wanting honest disclosure about how the platform was developed. The provenance document acknowledging that the platform was developed through extended human-AI collaboration between Jason Robertson and Claude (Anthropic's AI assistant). Articulates Jason's contributions (architectural vision, design insights, values commitments, iterative refinement, strategic direction) and Claude's contributions (analytical scaffolding, document production, structural reasoning, limitations work, knowledge synthesis). Includes honest observations about the collaboration itself and a detailed specifications section documenting the specific AI used: Claude Opus 4.7 with knowledge cutoff at end of January 2026, accessed through Claude.ai with code execution and file system tools. The specifications section enables reproducibility, claim verification, and honest evaluation of the work's provenance. When to read: Read at the beginning if you want accurate expectations about what you're encountering. Read at the end if you've engaged with the substance and want to understand its provenance after forming your own view.

21. What Changes — Future State Milestones at 5, 10, and 15 Years 05_Analytical_Framing/05_What_Changes_Milestones.docx • Word document, ~14 pages Best for: Readers wanting to see what success looks like, both for individuals and for the country. Describes the platform's effects through milestones at five, ten, and fifteen years after enactment, with both individual and country perspectives at each timepoint. The document is explicit that these are optimistic-but-defensible interpretations of what the analytical foundation supports, not predictions. Includes a section explicitly walking through the range of possible outcomes from optimistic to pessimistic, and a section identifying what the platform does NOT solve (long-term care, housing affordability, climate adaptation requirements beyond Future Capacity Fund disbursements, geographic inequality, educational quality variations). When to read: Read after the manifesto if you want to see what the future under the platform might look like concretely. Helpful for both supporters who want to articulate the case and skeptics who want to evaluate whether the trajectory is plausible.

22. An Unexpected Benefit — How the Platform Reduces Identity Theft 05_Analytical_Framing/05_Identity_Theft_Reduction.docx • Word document, ~12 pages Best for: Readers concerned about identity theft, fraud, or data security. Anyone curious about the platform’s indirect benefits. Analyzes how the platform's architectural simplification reduces identity theft as an unexpected side effect of its other design choices. Universal healthcare effectively eliminates medical identity theft (~$30B annually). The Sovereign Education Fund eliminates student loan fraud (~$5B). Reduced financial desperation reduces credit fraud. Universal participation reduces benefits fraud. The estimated total reduction is $25-35 billion in annual direct fraud losses plus $25-35 billion in secondary costs. The document is explicit about what the platform doesn't address (tax refund fraud continues; new fraud surfaces emerge in the platform's own architecture) and includes a deeper observation about how good architecture produces benefits the designer didn't intend. When to read: Read if identity theft is a concern that affects how you evaluate the platform. Also valuable as evidence that the platform's architectural choices produce benefits across multiple unrelated domains — the kind of compound rightness that suggests the architecture is sound.

23. Repairing the Past — Retroactive Debt Retirement 05_Analytical_Framing/05_Repairing_The_Past.docx • Word document, ~14 pages Best for: Readers wondering whether the platform addresses harms accumulated under the previous system. Citizens carrying student loan debt or medical debt. Analyzes how the platform's surplus capacity can retire existing student loan and medical debt retroactively as the platform's pillars mature. The mathematics support retiring approximately $1.78 trillion in student loan debt across approximately 20 years using Sovereign Fund disbursement capacity, plus $220 billion in medical debt within 5 years using healthcare pillar surplus, all without requiring new contribution rates. Includes three timing scenarios for student loans (aggressive, moderate, conservative), three for medical debt, and a coordinated phasing strategy that addresses both. Honest about limitations: model assumptions, political windows required, operational capacity, equity considerations, and moral hazard concerns. When to read: Read if you're curious whether the platform addresses harms from the previous system or only prevents future ones. The answer is yes — the architecture has surplus capacity to repair past damage, not just to prevent future damage.

24. Unlocking America's Potential — The Freedom to Become Exceptional 05_Analytical_Framing/05_Unlocking_Americas_Potential.docx • Word document, ~16 pages Best for: Readers who want to understand what the platform is for at a level deeper than its specific policies. Audiences who care about American greatness, individual freedom, innovation, or historical continuity. The strategic framing document arguing that the platform is fundamentally an unleashing program rather than a redistribution program. Anchored in cognitive bandwidth research showing that chronic financial stress measurably reduces decision-making capacity (Mullainathan/Shafir scarcity findings, ~13 IQ point effect size), and in historical evidence about what Americans produced during the postwar era when their architecture supported rather than suppressed their capability (the GI Bill, the space program, the civil rights movement, computing, modern medicine, cultural achievements). Argues that information asymmetries in the current system prevent informed decision-making about education, healthcare, retirement, careers, and family planning, and that the platform's architectural transparency restores the conditions for informed citizenship. Makes the compound benefits pattern explicit: identity theft reduction, retroactive debt retirement, and cognitive bandwidth restoration are all benefits the platform produces that the original architecture didn't explicitly aim for, and the recurrence of this pattern is itself evidence of architectural soundness. When to read: Read if you want to understand what the platform is for, not just what it does. Especially valuable for engaging audiences the fairness framing and AI transition framing don't reach — conservatives, libertarians, business leaders, educators, and skeptics of universal programs. Addresses the dependency concern critics raise about universal infrastructure by arguing the opposite: the current architecture is what suppresses individual initiative.

25. The Path to Reality — Implementation Timeline and Stakeholder Requirements 05_Analytical_Framing/05_Path_To_Reality.docx • Word document, ~46 pages Best for: Readers who want to understand what implementation actually requires. Citizens evaluating their own potential contributions. Anyone moving from “does this work” to “how does this happen.” The implementation document describing what has to happen, when, and who has to do what. Organized in two parts. Part One is a phase-by-phase timeline: pre-enactment (Years -3 to 0, building political coalition and operational design), Year 1 enactment (legislative passage, Founding Stake collection, contribution system activation), build phase (Years 2-5, workforce expansion and system integration), maturation phase (Years 5-15, pillars reach full operation, compound benefits emerge, retroactive debt retirement begins), and steady state (Years 15+, the platform becomes the country's default architecture). Part Two is stakeholder requirements: citizens, companies, federal government, state governments, institutions (educational, healthcare, financial, childcare, mental health), civil society organizations, media, academic institutions, international coordination, and the political coalition. Includes critical dependencies, primary risks, and honest acknowledgment that the document is concept-level rather than operational specification. When to read: Read if you want to understand how the platform actually becomes operational reality and what your own potential contribution might be. Particularly valuable for citizens, organizers, and policy professionals thinking about implementation rather than design.

26. Wage Floors as Tax Architecture — A Concept Analysis 05_Analytical_Framing/05_Wage_Floors_As_Tax_Architecture.docx • Word document, ~22 pages Best for: Readers interested in tax policy, wage policy, or how the platform's components could be connected. Citizens curious whether wage floors could double as tax exemption thresholds. Examines whether each occupation's wage floor could also serve as the federal income tax exemption threshold for workers in that occupation. Walks through three possible interpretations, demonstrates why the simplest version cannot fund the federal government, and develops a modified version (wage floor as phased-out personal exemption combined with high-earner surcharges and supplementary revenue from corporate, capital gains, and estate tax reform) that preserves most of the political value while substantially solving the fiscal problem. Includes detailed comparison tables showing tax effects across income levels, analysis of the political coalition this proposal creates, and honest acknowledgment of the $380B annual revenue gap that remains even with all modifications. When to read: Read if you want to understand how the platform's wage floor architecture could connect to federal tax policy, or if you're curious about the trade-offs between politically appealing tax proposals and fiscal viability. Particularly valuable for tax policy professionals and citizens evaluating whether the proposal should be incorporated into the platform's tax architecture.

27. What This Means For You — Side-by-Side Tax Comparisons by Filer Category 05_Analytical_Framing/05_What_This_Means_For_You.docx • Word document, ~27 pages Best for: Readers wanting the side-by-side tax comparison broken down by filer category (single filer, single parent, MFJ (Married Filing Jointly) no kids, MFJ with children, high earners) at multiple income levels. Updated in v2.11 with expanded Note on Scope section explaining what these tables include, what they exclude (state income tax, out-of-pocket medical, childcare costs - all excluded for variability reasons), and how they relate to the median household example in Does This Raise Taxes. The four detailed-breakdown 12-row tables and five income-scaling tables (covering ~70 data rows) all use consistent federal-channel scope and mature steady-state treatment. The savings figures here are conservative for households that experience savings in the excluded categories (state tax, OOP medical, childcare). Filer categories: Single Filer, Single Parent (Head of Household), MFJ no kids, MFJ with 2 kids, MFJ with 4 kids, plus high-earner scenarios at $500K and above showing the surcharge architecture. When to read: Read after the Manifesto and Does This Raise Taxes when you want to see how the platform affects your specific filer category and income range. Most comprehensive of the citizen-facing tax-comparison documents.

28. Narrative Example — Tax Comparison for a $100K Earner 05_Analytical_Framing/05_Narrative_Example_100K_Tax_Comparison.docx • Word document, ~5 pages Best for: Readers who learn best from working through a single concrete example end-to-end. A Q&A narrative format that walks through the math for a specific $100K earner. Updated in v2.9 (Phase 1) to add a 'Total household impact' subsection showing $7,800 in total annual savings (versus the $6,538 federal-channel-only savings) when broadband, tax preparation, and identity theft benefits are included. The original federal-tax-wedge tables are preserved unchanged because they are scoped specifically to federal channels. Compact Public Infrastructure, Methodology, and Intangible Benefits subsections added. When to read: Read alongside Does This Raise Taxes if you want a more conversational walkthrough of the math for a specific earner rather than a side-by-side comparison framework.

29. Sovereign Fund Governance Design 05_Analytical_Framing/05_Sovereign_Fund_Governance_Design.docx • Word document, ~25 pages Best for: Readers concerned about how a fund managing tens of trillions of dollars can be politically protected from raids, capture, or weaponization across sixty years. Articulates a multi-layer governance architecture for the Sovereign Fund: structural protections (split fund into five generational funds, mandate passive index investing, distribute voting rights to participating workers, geographic diversification limits), statutory protections (75% supermajority change requirement, trust structure with beneficiary standing, disbursement restrictions, anti-crisis exception drafting, sunset and reauthorization), institutional protections (board composition with multi-source selection, staggered 12-year terms, supermajority CEO selection, independent audit, Worker Councils), and constitutional aspirations (treaty-level commitments and constitutional amendment as long-term goals). Includes failure mode analysis for crisis-driven raids, gradual capture, technological capture, and political polarization erosion. Built in response to Gemini's external review identifying governance as the platform's hardest political problem. When to read: Read this if you find the Community Contribution Plan's mathematical foundation compelling but worry that a $122T fund cannot be governed durably. The document is the platform's most direct response to that concern.

30. Healthcare Transition Detailed Plan 05_Analytical_Framing/05_Healthcare_Transition_Detailed_Plan.docx • Word document, ~22 pages Best for: Readers concerned about whether the $1.7T healthcare savings can actually be achieved given political opposition and economic shock to the healthcare sector. Articulates a five-component transition plan addressing Gemini's review concerns about the healthcare extraction. Component 1: phased savings extraction over 15 years (rather than 10) with explicit milestones. Component 2: rural hospital protection program ($20-30B annually) maintaining access in low-density areas. Component 3: administrative worker transition support for 400-480K displaced workers ($40-60B annually during peak years). Component 4: specialist practice transition with voluntary buyouts and geographic redistribution incentives. Component 5: pharmaceutical innovation continuity through reinvestment of savings into NIH/ARPA-H grants and value-based novel pricing. Total transition program cost: ~5-7% of healthcare savings, deliberately allocated as first priority. Includes honest analysis of who opposes and why, what political coalition the platform needs, and what sustained organizing the transition requires. When to read: Read this if you support universal healthcare in principle but worry about the human and economic costs of getting there. The document articulates how the transition can be designed to absorb those costs honestly while still delivering the promised savings.

31. Refundable Transition Bridge Credit 05_Analytical_Framing/05_Refundable_Transition_Bridge_Credit.docx • Word document, ~22 pages Best for: Readers asking whether the platform can offset higher costs during transition years when workers are paying for the new system in parallel with continuing FICA obligations. Articulates a refundable federal tax credit equal to a percentage of each worker's new-system contribution, declining linearly from 30% in Year 1 to 0% by Year 30. Produces approximately $2.29T in direct worker relief during transition years and keeps every worker's effective payroll burden below the original 12.4% FICA throughout the transition (range: 8.4% in Year 1 to 11.9% in Year 30). Includes per-worker impact tables, system-level cost analysis, comparison with four alternative bridge mechanisms (FICA offset, payroll cap, Sovereign Fund bridge loan, income-tiered relief), implementation considerations (legislation, IRS (Internal Revenue Service) administration, funding mechanism), and honest acknowledgment of fiscal trade-offs (peak borrowing increases from $82B to $1.88T). The Combined Reform Model is updated to incorporate the bridge credit math; all stress-test scenarios continue to pass. When to read: Read this if you find the platform's long-run math compelling but worry about how working-age Americans experience the 30-year transition. The document articulates how the platform delivers immediate visible relief through a familiar mechanism (refundable tax credit) without breaking the long-run architecture.

32. Universal Mental Health Access Substantiation 05_Analytical_Framing/05_Universal_Mental_Health_Access_Substantiation.docx • Word document, ~25 pages Best for: Readers asking whether the platform can actually deliver Universal Mental Health access given the workforce constraint, particularly the severe psychiatrist shortage. Substantiates the Universal Mental Health Access pillar with depth comparable to what childcare and healthcare reached in v2.0. Covers service category differentiation (six categories with distinct workforce profiles), workforce expansion mathematics (the binding psychiatrist constraint that takes 67+ years to close through training alone), the three workforce mitigations (PMHNP expansion, redistribution from non-clinical roles, telehealth as force multiplier), telehealth integration with 1.5-2.5x capacity multipliers by service type, geographic distribution analysis (the hardest sub-problem; closes 60-80% of access gaps but cannot eliminate them), parity enforcement mechanisms (why MHPAEA isn't enough), collaborative care integration with primary care (where 70% of mental health treatment actually happens), stress tests, and honest acknowledgments. The Universal Mental Health Model is substantially expanded with five new sheets and 357 formulas (up from approximately 30). When to read: Read this if you find Universal Mental Health access compelling in principle but worry about whether the workforce can actually deliver it. The document demonstrates that operational feasibility comes from combining workforce expansion, telehealth, redistribution, and collaborative care — no single mitigation is sufficient, but together they make universal access reachable by Year 8-12.

33. Civic Infrastructure: An Architectural Framing 05_Analytical_Framing/05_Civic_Infrastructure_Architectural_Framing.docx • Word document, ~25 pages Best for: Readers asking how universal Civic Infrastructure (broadband, transportation, water, public spaces, Civic Technology, energy grid) can be delivered to all Americans, and how the platform integrates these into a coherent pillar. Establishes the Civic Infrastructure pillar's architectural framing with depth comparable to a concept-level pillar substantiation. Covers the definition of Civic Infrastructure in this platform (three-element test: physical/digital systems, must be accessible, enables modern American life), the six components (Universal Broadband, Transportation, Water and Sewer, Public Spaces, Civic Technology, Energy Grid Modernization), funding mechanism integrating Sovereign Fund disbursements (~55%) with consolidated existing federal infrastructure spending (~30%) and state/local cost share (~15%), governance architecture with federal Civic Infrastructure Authority plus state and local roles, universal service standards by component, 30-year phased buildout, cross-pillar dependency matrix, and honest acknowledgment of what architectural framing establishes vs what component substantiation must resolve. Updated in v2.4 to reflect the Path A commitment for Universal Broadband: free universal basic broadband at no cost to households, federal pays providers wholesale, premium tiers remain private, library backstop universal. Pillar total adjusted to $252-357B/yr (~0.8-1.2% GDP). When to read: Read this if you want to understand how the platform handles Civic Infrastructure as a coherent pillar. v2.4 reflects the Path A broadband commitment; substantive operational depth is in the Universal Broadband Access Substantiation (item 41).

34. Civic Infrastructure Model 04_Mathematical_Models/04_Civic_Infrastructure_Model.xlsx • Excel workbook, 7 sheets, 143 formulas Best for: Analysts wanting quantitative analysis of the Civic Infrastructure pillar's components, funding mechanism, and 30-year buildout timeline. Companion mathematical model to the Civic Infrastructure architectural framing document. Seven sheets covering README, Assumptions (component costs editable), Components (six components with substantiation roadmap), Funding Sources (Sovereign Fund + consolidated federal + state/local breakdown), Buildout Timeline (30-year phased investment), Cross-Pillar Dependencies (matrix), and Dashboard. Updated in v2.4 to reflect Path A broadband commitment: broadband component shifts from $15-20B to $38-68B/yr (mid $53B); pillar total shifts to $252-357B/yr mid $282B (~0.95% GDP); 30-year cumulative $6.71T. When to read: Open this if you want to interact with the Civic Infrastructure pillar's quantitative architecture. Adjust component cost assumptions, funding shares, or phase multipliers. Path A is reflected in v2.4 broadband cost.

35. Free Universal Broadband Cost Analysis 05_Analytical_Framing/05_Free_Universal_Broadband_Cost_Analysis.docx • Word document, ~22 pages Best for: Readers asking whether the platform can support free universal basic broadband as a commitment, and how the cost economics work compared to current paid retail. First-pass cost analysis demonstrating that free universal basic broadband (100/20 Mbps) at federal wholesale cost is approximately $33-50/month per connection, totaling $50-67B/year at full deployment. Breaks down the difference between retail prices and wholesale infrastructure cost (retail margin, customer acquisition, churn overhead, marketing), demonstrates that elimination of these retail-market costs produces net economic resource savings vs current paid-retail system, and identifies provider tier mix as the key cost-driver variable. This document established the cost feasibility of free universal broadband and led to the Two Paths Compared analysis (item 37) and the eventual Path A commitment (substantiated in item 41). When to read: Read this if you want to understand how the cost arithmetic works for free universal broadband. It's the foundational cost analysis that the v2.4 Path A commitment is built on.

36. Free Universal Broadband Cost Model 04_Mathematical_Models/04_Free_Universal_Broadband_Cost_Model.xlsx • Excel workbook, 9 sheets, 136 formulas Best for: Analysts wanting to interact with the cost arithmetic for free universal broadband. Companion mathematical model to the Free Universal Broadband Cost Analysis. Sheets cover README, Assumptions, Wholesale Provider Economics (per-connection breakdown), Provider Tier Mix Scenarios, Annual Federal Cost (low/mid/high scenarios), Total Resource Comparison (vs current paid retail), Sensitivity (key variable testing), Cumulative Savings (30-year), Dashboard. Mid scenario: ~$50B/yr federal cost producing ~$67B/yr in net economic resource savings. When to read: Open this if you want to test sensitivity to wholesale price assumptions, provider tier mix, or net resource cost calculations.

37. Universal Broadband: Two Paths Compared 05_Analytical_Framing/05_Two_Paths_Compared.docx • Word document, ~24 pages Best for: Readers asking which broadband approach the platform should commit to: Path A (free universal basic broadband) or Path B (universal access plus affordability subsidy for low-income households). Structural decision document comparing Path A and Path B across federal cost, total economic resource cost, coverage outcome, administrative complexity, household impact, industry effects, cross-pillar enabling, and political defensibility. Key findings: Path A federal cost ~$50B vs Path B ~$23B, but Path A total resource cost ~$71B vs Path B ~$123B (Path A is cheaper in total). Path A 100% coverage vs Path B effective ~88% coverage (15.6M household structural enrollment gap). Path A administrative complexity dramatically lower (no eligibility verification, no enrollment friction). Path A cross-pillar enabling substantially stronger (mental health telehealth, education online learning, Civic Technology platform, healthcare delivery). Document does not commit to a path; it presents structural analysis supporting the decision. When to read: Read this if you want to understand the structural choice the platform faced for broadband architecture. The eventual commitment to Path A (substantiated in item 41) was informed by this analysis combined with the Modernize Civic Engagement integrated argument (item 39).

38. Two Paths Compared Model 04_Mathematical_Models/04_Two_Paths_Compared_Model.xlsx • Excel workbook, 8 sheets, 123 formulas Best for: Analysts wanting to interact with the Path A vs Path B comparison. Companion mathematical model to the Two Paths Compared document. Side-by-side comparison sheets covering federal cost, total resource cost, coverage outcome, household impact, administrative cost, cross-pillar effects, and verdict. Allows sensitivity testing on subsidy enrollment rates, wholesale prices, and coverage assumptions. When to read: Open this to test how the Path A vs Path B comparison shifts under different assumptions. The decision is robust across reasonable parameter ranges.

39. Modernize American Civic Engagement: An Integrated Argument 05_Analytical_Framing/05_Modernize_Civic_Engagement_Integrated_Argument.docx • Word document, ~30 pages Best for: Readers asking why Path A is the stronger broadband choice, and what additional civic engagement modernization the platform should commit to. Articulates the integrated argument that pairs free universal broadband with a federal civic communication platform, return-free tax filing, and library universal access. Key findings: combined federal cost expansion ~$42B/year (above v2.3 baseline), citizen savings ~$133B/year (broadband savings + tax compliance savings + civic engagement efficiency), net positive economic impact ~$91B/year, citizen savings 3.16x federal cost. The integrated argument materially strengthens the case for Path A (because Path B's 12% effective coverage gap compromises civic platform and return-free filing universality). International precedent overwhelming: 36+ OECD countries have pre-filled tax filing; 8+ countries have unified citizen-government digital platforms. Document scopes the eventual Civic Technology component substantiation work for v2.5 or later platform versions. When to read: Read this for the strongest argument the platform makes for Path A specifically, and for the broader civic engagement modernization commitment that Path A enables. This is the citizen-side argument; the operational substantiation is in item 41.

40. Modernize Civic Engagement Cost Model 04_Mathematical_Models/04_Modernize_Civic_Engagement_Cost_Model.xlsx • Excel workbook, 9 sheets, 127 formulas Best for: Analysts wanting to interact with the integrated argument's cost arithmetic. Companion mathematical model. Sheets cover Civic Platform Cost (international comparator validation), Return-Free Filing (federal cost vs citizen savings), Library Backstop, Combined Federal Cost (vs v2.3 baseline), Citizen Savings, Net Economic Impact, Dashboard. Net positive impact: ~$91B/year. Citizen savings 3.16x federal cost. When to read: Open this to test sensitivity on civic platform cost components, return-free filing eligibility share, or library backstop investment.

41. Universal Broadband Access Substantiation 05_Analytical_Framing/05_Universal_Broadband_Access_Substantiation.docx • Word document, ~30 pages Best for: Readers asking how Path A is operationally delivered: service architecture, technology mix, workforce expansion, federal contracting, regulatory reform, buildout timeline, stress tests. Substantive operational substantiation paralleling the Universal Mental Health Access Substantiation depth. Covers Service Architecture and Universal Service Standards (100/20 Mbps initially with evolution to 1 Gbps symmetric by 2040), Technology Mix (60% urban fiber, 25% rural cooperative fiber, 9% FWA, 5% LEO satellite, 1% public WiFi), Workforce Expansion Mathematics (65K→165K peak fiber installers, training pipeline expansion across community colleges/apprenticeships/coal worker retraining/veterans/industry/cross-trade), Federal Contracting Architecture (per-connection wholesale payment, four-tier provider preference, quality monitoring), Regulatory Reform (Federal Communications Commission (FCC) mapping reform, pole attachment one-touch make-ready, Universal Service Fund (USF) integration, BEAD integration), Buildout Timeline (Year 1-7 to 100% coverage, $258B cumulative through Year 7, $48-50B steady state), Stress Tests (workforce, cost escalation, deployment slip, incumbent dominance, combined adverse — all within envelope), Cross-Pillar Effects, Industry Transition, and Honest Acknowledgments. The document substantiates the v2.4 Path A commitment with operational depth. When to read: Read this if you want to know how Path A is actually delivered, not just what it commits to. It's the substantive operational design that makes the commitment deliverable.

42. Universal Broadband Access Model 04_Mathematical_Models/04_Universal_Broadband_Access_Model.xlsx • Excel workbook, 10 sheets, 143 formulas Best for: Analysts wanting to interact with the Path A operational substantiation quantitatively. Companion mathematical model. Sheets: README, Assumptions, Service Standards (current + evolution trajectory), Technology Mix (geographic deployment by tech), Workforce Math (year-by-year installer pipeline + training pathway breakdown), Federal Contracting (per-connection economics by provider tier), Buildout Timeline (year-by-year coverage and cost), Cross-Pillar Effects (quantification), Stress Tests (5 scenarios all within envelope), Dashboard. Annual federal cost at full deployment: ~$50B. 30-year cumulative federal investment: ~$1.5T. Net economic resource savings vs status quo paid retail: substantial. When to read: Open this to interact with Path A's operational arithmetic. Adjust technology mix, workforce parameters, provider tier shares, or stress scenarios.

43. Per-Citizen Benefits and Costs Across the Deployment Timeline 05_Analytical_Framing/05_Per_Citizen_Benefits_and_Costs.docx • Word document, ~30 pages Best for: Citizens, advocates, journalists, and political organizers asking what the platform delivers to individual American households — and what it costs them — at each deployment milestone. Translates the platform's federal-program-scale numbers into per-household impact at six deployment milestones (Year 1 launch, Year 5 Path A expansion, Year 7 universal Path A, Year 12 Sovereign Fund at scale, Year 20 pillars mature, Year 30 steady state) for seven distinct household types: low-income single ($35K), middle-income single ($75K), low-income family with kids ($55K), middle-income family with kids ($110K), upper-middle family with kids ($200K), retiree on fixed income ($45K), and wealthy household ($500K, $5M+ assets). Establishes that a substantial majority of American households experience net positive impact at every milestone, with benefits growing as more pillars come online and the Sovereign Fund's coverage scales from 5% (Year 1) to 65% (Year 30) of platform commitments. Documents the structurally-progressive funding architecture: bottom 80% of income distribution receives net positive impact at every milestone; wealthy households (top 1-2% by net worth) experience net negative impact through wealth tax exposure but receive the same universal services as everyone else. Includes detailed methodology, conservative estimation choices, geographic variance acknowledgments, and political coalition implications. When to read: Read this if you want to understand what the platform delivers to specific American households at specific years. It's the citizen-facing translation that turns aggregate federal numbers into political coalition arithmetic. Most directly useful for advocacy and accountability conversations.

44. Per-Citizen Cost-Benefit Model 04_Mathematical_Models/04_Per_Citizen_Cost_Benefit_Model.xlsx • Excel workbook, 11 sheets, 272 formulas Best for: Analysts wanting to interact with the per-citizen analysis quantitatively, test sensitivity, or generate scenarios for specific household types. Companion mathematical model to the Per-Citizen Benefits and Costs document. Sheets cover README, Assumptions (population, household sizes, income deciles, status quo spending baselines, all editable), Pillar Costs by Milestone (federal program costs at each milestone for all platform pillars), Sovereign Fund Coverage (corpus accumulation and disbursement coverage trajectory), Per-Capita Federal Cost (taxpayer share by income decile and milestone), Citizen Benefits by Category (broadband, healthcare, childcare, mental health, education, wage floor, retirement, civic engagement), Status Quo Baseline (current household spending on services platform replaces), Household Type Detail (7 household types × 6 milestones with benefits, costs, and net), Net Benefit Summary (consolidated reference), Lifetime Cumulative (30-year cumulative net benefit by household type), Dashboard. Average household net benefit grows from +$1,300/yr (Year 1) to +$19,500/yr (Year 30); cumulative 30-year benefit for middle-income family with kids ~$580K. When to read: Open this to test sensitivity on assumption changes, explore specific household scenarios, or model alternative deployment timelines. The model exposes the underlying arithmetic that produces the per-citizen claims; advocates and skeptics alike should be able to verify or challenge the numbers.

45. Coalition Mathematics: Threshold and Projection Analysis 05_Analytical_Framing/05_Coalition_Mathematics.docx • Word document, ~22 pages Best for: Citizens, advocates, journalists, and political organizers asking whether the platform's natural coalition is large enough to actually pass and survive, and what the gap is between economic self-interest and likely political support. Three-layer analysis of platform political viability: threshold required for passage and durability (bare majority ~78M, durable mandate ~90M, filibuster-proof ~105M voters), raw beneficiary count from per-citizen analysis (~195-220M adults, 81-85% of adult population), and realistic supporter projection after applying voter turnout patterns and benefit-to-support conversion rates. Establishes that the platform's natural coalition is structurally large (83-to-1 beneficiary-to-cost-bearer ratio) but politically inactive: probability-weighted expected supporter count is ~88-89M voters, just at the durable mandate threshold. Walks through four scenarios (pessimistic ~73M, moderate ~87M, optimistic ~100M, maximum plausible ~112M) with explicit probability assessments. Documents the empirical research on why economic self-interest doesn't reliably predict voting (working-class voter shift toward Republicans 2008-2024, ~89M non-voters in 2024, identity-based voting, opposition mobilization, distrust). Identifies working-class beneficiary conversion rate as the highest-leverage variable. Includes critical path requirements and strategic implications for messaging, organization, and candidate selection. When to read: Read this if you want to understand the platform's political viability with sober realism rather than optimistic projection. It's the citizen-facing translation of ‘would benefit’ to ‘would actually vote’, accounting for the gap between economic self-interest and political behavior.

46. Coalition Mathematics Model 04_Mathematical_Models/04_Coalition_Mathematics_Model.xlsx • Excel workbook, 9 sheets, 191 formulas Best for: Analysts wanting to interact with the coalition viability analysis quantitatively, test sensitivity, or model alternative scenarios. Companion mathematical model to the Coalition Mathematics document. Sheets cover README, Assumptions (demographics, voter turnout rates by income group, conversion rates by household type for four scenarios, scenario probabilities, threshold targets - all editable), Threshold Analysis (institutional thresholds with historical comparison), Beneficiary Population (raw economic interest count by group), Voter Turnout Application (beneficiaries who actually vote after group-specific turnout rates), Conversion Rates (benefit-to-support conversion by household type × scenario, with supporter computation), Scenario Analysis (probability-weighted expected supporters with threshold pass/fail evaluation), Sensitivity (impact of key variables on supporter count), Dashboard. Probability-weighted expected supporters: ~88.6M (57.5% of voters), just below durable mandate threshold. When to read: Open this to test sensitivity on conversion rate assumptions, voter turnout, scenario probabilities, or threshold targets. The model exposes the arithmetic that produces the coalition projections; allows direct exploration of ‘what would it take to reach durable mandate?’ by adjusting conversion rates and turnout.

47. Coalition Walkthrough: Four Scenarios in Depth 05_Analytical_Framing/05_Coalition_Walkthrough.docx • Word document, ~30 pages Best for: Citizens, advocates, journalists, and political organizers who want to move beyond the Coalition Mathematics summary numbers and engage with the substantive picture behind them. Four interlocking walkthroughs that unpack the Coalition Mathematics analysis. Walkthrough 1 (Optimistic Scenario) specifies the six conditions that produce ~100M supporters and the proponent actions that move probability toward this outcome, including historical analogs (FDR 1932-1936, Obama 2008). Walkthrough 2 (Working-Class Conversion) examines the highest-leverage variable in depth, including the empirical 2008-2024 Democratic erosion (60% to 49%), the six subsegments within “working class,” research-backed messaging that works versus doesn't, and realistic ceilings and floors. Walkthrough 3 (Geographic Distribution) addresses the structural constraint that Coalition Mathematics summary numbers don't fully capture: Senate malapportionment means 60 senators can be elected by states totaling ~38% of the population, even optimistic national popular vote scenarios produce only ~50 senators, and the platform's path to passage requires either filibuster reform, reconciliation packaging, or sustained multi-cycle small-state coalition building. Walkthrough 4 (One Family's Path) makes the entire abstract analysis concrete through the Hendersons — a suburban Cleveland family of four with $130K combined income — walking through their actual Year 1, 5, 7, 12, and 30 experience, their political journey from beneficiary to active supporter, and the counterfactuals that could prevent that conversion. Concludes with synthesis showing how the four walkthroughs interlock. When to read: Read this if you want the substantive picture behind the Coalition Mathematics summary numbers. Each walkthrough illuminates a different angle; together they form the strategic picture that informs platform messaging, organization, and candidate selection. Most directly useful for advocates and organizers planning specific coalition-building activities.

48. Coalition Walkthrough Model 04_Mathematical_Models/04_Coalition_Walkthrough_Model.xlsx • Excel workbook, 7 sheets, 104 formulas Best for: Analysts wanting to interact with the four walkthrough scenarios quantitatively, test sensitivity, or model alternative parameter combinations. Companion mathematical model to the Coalition Walkthrough document. Sheets cover README, Optimistic Scenario (six conditions with editable values and supporter calculation across nine household types), Working-Class Conversion (six subsegment breakdown with four strategic options and aggregate weighting), Geographic Distribution (Senate seat math by scenario across solid base / competitive / hostile territory state buckets), Henderson Family (year-by-year household impact tracker across 30-year timeline with cumulative computation), Combined Sensitivity (cross-walkthrough variable interactions), Dashboard. Optimistic supporters: ~99.7M (63.4% of voters); working-class 15pp conversion shift adds ~7.9M supporters; even optimistic Senate result is ~50 senators (bare majority via reconciliation, not filibuster-proof); Henderson family 30-year cumulative: ~$610K. When to read: Open this to test sensitivity on optimistic-scenario conditions, working-class subsegment conversions, geographic distribution assumptions, or Henderson family year-by-year inputs. Each sheet's inputs are editable; the model recomputes downstream outcomes.

49. Civic Technology: Component Substantiation 05_Analytical_Framing/05_Civic_Technology_Substantiation.docx • Word document, ~30 pages Best for: Readers wanting full operational detail on the Civic Technology component of the Civic Infrastructure pillar (Login.gov, USDS (United States Digital Service), Direct File, USA.gov, accessibility infrastructure). Updated in v2.9 (Phase 2) to add Citizen-Facing Value sections to three of the five subcomponents, then expanded in v2.9 (Phase 3) with a new top-level Cross-Cutting Citizen Benefits section synthesizing all eight Civic Technology benefit threads. The Cross-Cutting section catalogs Direct File savings and identity theft reduction (already in citizen-facing tables), EITC capture, modernized digital services time recovery, accessibility access, plus three new threads: bureaucratic friction time savings (8-15 hours/yr), faster benefit determinations ($9K+ earlier SSDI receipt for affected households), and self-employed compliance time (8-15 hours/yr per affected entity). When to read: Read when you want the full substantiation of Civic Technology as Civic Infrastructure, with operational design, cost ranges, per-household value estimates with sourcing, and the synthesizing view of what the integrated Civic Technology investment delivers across all benefit dimensions.

50. Civic Technology Model 04_Mathematical_Models/04_Civic_Technology_Model.xlsx • Excel workbook, 8 sheets, 85 formulas Best for: Analysts wanting to interact with the Civic Technology cost estimates quantitatively or test sensitivity to subcomponent assumptions. Companion mathematical model to the Civic Technology Substantiation document. Sheets cover README, Identity Infrastructure (eight cost elements totaling $3.0-4.5B), Digital Services Capability ($1.9-2.8B with USDS sizing detail), Return-Free Tax Filing ($1.0-1.8B with comparison to $26B current taxpayer-borne costs), Civic Communication ($1.2-2.0B with proactive outreach impact), Accessibility Multilingual ($2.0-3.1B with multilingual coverage detail), Component Total, Dashboard. Component midpoint: $11.7B annually, within v2.3 framing range of $10-15B. Direct File subcomponent saves taxpayers ~$24.6B annually in tax preparation costs alone, exceeding component total. When to read: Open this to test sensitivity on any of the five subcomponents. Each sheet's inputs are editable; the model recomputes downstream totals and validates against the architectural framing range.

51. Physical Civic Infrastructure: Components Substantiation 05_Analytical_Framing/05_Physical_Civic_Infrastructure_Substantiation.docx • Word document, ~30 pages Best for: Readers wanting full operational detail on the four physical components of the Civic Infrastructure pillar: Transportation, Water and Sewer, Public Spaces, and Energy Grid Modernization. Updated in v2.9 (Phase 2) to add Citizen-Facing Value sections to all four components, with literature-backed per-household value estimates and explicit acknowledgment of distributional unevenness. Transportation: $200/yr vehicle damage reduction averaged, $5-10K/yr transit access where deployed. Water and Sewer: $50-150K lifetime per affected child for lead exposure reduction, $50-100/yr service disruption reduction averaged. Public Spaces: $2,500-3,000/yr library value per user. Energy Grid: $50-150/yr outage cost reduction averaged. Pillar total $192-292B annually. When to read: Read when you want the full substantiation of the four physical Civic Infrastructure components, with operational design, cost ranges, and per-household value estimates with sourcing.

52. Physical Civic Infrastructure Model 04_Mathematical_Models/04_Physical_Civic_Infrastructure_Model.xlsx • Excel workbook, 8 sheets, 78 formulas Best for: Analysts wanting to interact with the four physical Civic Infrastructure component cost estimates quantitatively, test sensitivity, or model alternative subcomponent allocations. Companion mathematical model to the Physical Civic Infrastructure Substantiation document. Sheets cover README, Transportation ($75-120B, four subcomponents), Water and Sewer ($38-60B, five subcomponents), Public Spaces ($19-30B, five subcomponents), Energy Grid ($50-80B, four subcomponents), Components Total ($192-292B for the four physical components), Pillar Summary (full six-component Civic Infrastructure pillar at $242-355B with comparison to v2.3 framing and as-share-of-GDP calculation), Dashboard. Pillar midpoint: $298.5B annually, approximately 1.0% of US GDP, within v2.3 framing range of $252-357B. When to read: Open this to test sensitivity on any of the four physical components or to see how all six Civic Infrastructure components combine into the full pillar total. Each sheet's inputs are editable; the model recomputes downstream component totals and the pillar-level summary.

Section 5: Presentation Materials

These materials communicate the platform visually, supporting outreach to audiences who don't have time to engage with the full document package. They are derivative of the underlying analytical work but optimized for accessibility.

Section 6: External Reviews

This folder contains external reviews of the platform package and the platform's responses to them. External reviews are categorically different from the platform's own analytical work — they are evaluations by third parties, including AI assistants from other developers, human experts, and institutional reviewers. The platform's commitment is to take serious critique seriously and refine in response. Documents in this folder establish that pattern.

53. Gemini Review of v1.8 — External AI Review 07_External_Reviews/07_Gemini_Review_of_v1_8.pdf • PDF document, 4 pages Best for: Anyone wanting to see how the platform was evaluated by an external AI assistant. The first formal external review of the platform package, conducted by Gemini (an AI assistant developed by Google) on May 4, 2026. Identifies four core strengths (empirical anchoring, systemic cross-subsidization, the unleashing narrative, transparent provenance) and four critical vulnerabilities (Sovereign Fund governance trap, healthcare industry pushback, sequence-of-returns risk during transition, childcare workforce capacity constraints). Preserved as the original PDF for archival accuracy. When to read: Read this to understand how the platform was evaluated by an external AI before reading the platform's response document.

54. Response to Gemini Review 07_External_Reviews/07_Response_To_Gemini_Review.docx • Word document, ~22 pages Best for: Anyone wanting to see how the platform engages with substantive external critique. The platform's response to Gemini's review. Engages with each of the four identified vulnerabilities by distinguishing what's true, what could mitigate the vulnerability, and what remains unresolved. Identifies twenty specific actions the platform should take in subsequent versions, ranging from new analytical documents (Sovereign Fund Governance Design, Healthcare Transition Detailed Plan, Workforce Expansion Strategy) to model revisions (stress-test scenarios in Combined Reform Model, 18-year buildout in universal childcare Model). Also notes what the review didn't address (compound benefits pattern, wage floor tax architecture, Path to Reality implementation, personal tax comparison) for completeness. Establishes the response pattern that will continue for subsequent external reviews regardless of source. When to read: Read this after the Gemini review to see how the platform engages with substantive critique. Particularly valuable for understanding what the platform commits to deliver in subsequent versions in response to identified vulnerabilities.

Navigation Documents

The following two documents provide navigation and version tracking for the platform package. They are the entry points readers should use to orient themselves before engaging with substantive content.

55. Platform Package — Reader's Guide and Table of Contents 01_Start_Here/01_Platform_Package_TOC.docx • Word document, ~16 pages Best for: Anyone navigating the platform package. The document you are currently reading. This document. Provides reading paths by audience, brief summaries of every document in the package, and recommendations for when each document is most useful. Designed to be read first by anyone unsure where to start, or kept as a reference while engaging with other documents. When to read: You are reading it now. Keep it accessible while you engage with other platform documents to easily find the next document that matches your interests.

56. Platform Package — Package Version Document 01_Start_Here/01_Platform_Package_Version.docx • Word document, ~14 pages Best for: Anyone wanting to verify they have the current version of the package or any specific document. The authoritative source for what's current in the platform package. Tracks the package's overall version (currently v2.8), every document's individual version, creation dates, and last update dates. Includes a complete manifest of all package contents organized by category, a changelog explaining what changed at each release, and an explanation of how versioning will work for future releases. Each document in the package shows its version on the cover and in the page footer; this document is where readers can verify whether the version they have is current. When to read: Consult any time you want to verify your version of any document is current. Read the changelog when a new version is released to understand what changed.

57. Informed Citizenship — Strategic Companion Document 02_Vision_and_Communication/02_Informed_Citizenship_Pillar.docx • Word document, ~14 pages Best for: Readers interested in the platform's stance on journalism, civic education, voter access, and public meeting transparency — concerns about democratic institutions distinct from the Civic Infrastructure pillar's physical and digital systems. A standalone strategic vision piece in the same category as Built For What's Coming. Not a formal pillar of the platform. Four components covered at vision-level depth: Journalism Infrastructure (collapsed local news, indirect support mechanisms), Civic Education (hollowed-out K-12 coverage, bipartisan content standards), Voter Access Infrastructure (federal floor, election infrastructure funding, audit standards), Public Meeting Transparency (recordings, accessible formats, decision tracking). Originally drafted as a v1.0 pillar concept document; repositioned in v2.8.1 when the Civic Infrastructure pillar was redefined in v2.3 to mean shared physical and digital systems. The four-component analysis is preserved; the framing is rewritten to position the document as Informed Citizenship from its opening with explicit acknowledgment of the document's origin and relationship to the formal pillars. When to read: Read if you want the platform's articulation of concerns about democratic institutional infrastructure that the formal pillars do not currently address. The document is honest about the substantiation work that has not been done (funding mechanisms, institutional design, political coalition) and about its status as a strategic vision piece rather than a pillar commitment.

58. Federal Program Integration Plan 05_Analytical_Framing/05_Federal_Program_Integration_Plan.docx • Word document, ~14 pages Best for: Readers asking how universal healthcare interacts with Medicare, Medicaid, ACA (Affordable Care Act) marketplaces, and the VA (Department of Veterans Affairs) system. Closes a critical gap identified in v2.10 audience verification testing. Articulates the architectural relationship between the platform's universal healthcare and the federal healthcare programs that already cover ~150 million Americans. Medicare continues for the 65+ population with absorption of Part B premiums and Hospital Insurance payroll tax. Medicaid's working-age coverage is replaced by universal healthcare; long-term care continues as restructured Medicaid. ACA marketplace subsidies are absorbed; exchanges continue as supplemental marketplaces. The VA system continues largely unchanged. Long-term care is honestly acknowledged as the largest remaining gap, with universal long-term care insurance positioned as a candidate for a future platform pillar requiring its own substantiation work. Net federal healthcare spending after integration: approximately $1.1 trillion in net new commitment, fundable through the universal healthcare contribution plus absorbed program funding. When to read: Read this immediately after the Healthcare Transition Detailed Plan (item 30). Together they answer the two most-asked questions about universal healthcare: how is the transition managed (item 30) and how does it interact with existing programs (this document).

59. Federal Fiscal Impact Analysis 05_Analytical_Framing/05_Federal_Fiscal_Impact_Analysis.docx • Word document, ~12 pages Best for: Policy professionals asking the question every serious reviewer asks within minutes: what does this do to the federal deficit? Closes the consolidated fiscal-picture gap identified in v2.10 audience verification testing. Provides the consolidated picture of federal fiscal impact across all platform commitments and revenue sources. Headline numbers at mature steady state (Year 30): $4.2 trillion in new federal commitments, $1.5 trillion in absorbed existing programs (Medicare, Medicaid working-age, ACA subsidies), $3.6 trillion in new federal revenue (payroll contributions, modified income tax, Sovereign Fund disbursements covering ~65% at maturity), net impact of approximately $900 billion per year deficit reduction relative to current state. Sensitivity analysis to Sovereign Fund returns: 4% real (Norway-equivalent) yields ~$400B reduction; 2% real approximately neutral. Transition years addressed honestly: cumulative $8-12 trillion in additional federal borrowing over 25 years before mature steady state. Comparison to Congressional Budget Office (CBO) projected current-law trajectory ($3.5-4 trillion deficit by 2055) shows mature platform is fiscally favorable. When to read: Read this when forming a view on whether the platform is fiscally viable. The document does not promise certainty (most figures depend on the Sovereign Fund's 6% real return assumption) but provides the consolidated framework that policy reviewers need to evaluate the platform's fiscal claims.

60. We The People Calculator 06_Presentation_Materials/06_We_The_People_Calculator.html • Interactive HTML calculator, single self-contained file Best for: Any reader who wants a personalized side-by-side comparison matching their specific household situation. Citizens, skeptics, organizers explaining the platform door-to-door, policy reviewers checking a specific scenario, and anyone whose household differs from the representative scenarios in items 19 and 27. Single-file HTML calculator that runs in any modern browser with no internet connection required after download. Takes thirteen inputs covering filing status, gross household income, dependents, occupation-based wage floor (with editable defaults for four occupation categories), state income tax rate, health insurance premium, out-of-pocket medical, childcare cost per child, broadband cost, tax preparation expected value, plus methodology and payroll-state toggles. Produces a side-by-side comparison table matching the structure of the existing platform tables, plus a decomposition showing exactly how much each pillar contributes (wage floor, healthcare, childcare, mental health, Civic Infrastructure). Every constant is documented in a collapsible 'Show all assumptions' section: federal tax brackets, standard deductions, Child Tax Credit, platform contribution rates, healthcare and childcare effects, wage floor defaults by occupation, and explicit acknowledgment of what the calculator does not model. Tax math verified against the published examples in Does This Raise Taxes and What This Means For You. Includes 'Match document' methodology toggle so users can verify the calculator against the published comparison tables. v2.27 update: The Calculator now implements the canonical OPEN-2 high-earner architecture (graduated income surcharge 5/10/15% above $250K/$500K/$1M for singles, doubled for MFJ; small wealth surcharge 0.5% above $10M net worth; wealth tax 2.5% above $50M net worth) replacing the prior simplified 2% surcharge. v2.27 also adds a collapsible business-side section implementing the Federal Infrastructure Fee from item 78 (location fee, employee fee with 25-employee exemption, revenue surcharge above $50M, public-purpose exemptions). When to read: Use the calculator after reading at least one of Does This Raise Taxes (item 19) or What This Means For You (item 27) so you understand what the comparison shows. Then enter your actual situation and see your personalized number. The 'Show all assumptions' panel makes every default visible; override any default with better information about your specific situation. The 'Copy results to clipboard' button produces a text summary you can save or share.

61. Behavioral Economics and Uptake Friction 05_Analytical_Framing/05_Behavioral_Economics_And_Uptake_Friction.docx • Word document, ~18 pages Best for: Policy reviewers, implementation planners, and skeptics who want to understand whether the platform's mathematical models are realistic about how real households will engage with universal programs. Anyone who suspects 'this looks great on paper but real people won't use it as designed.' Examines the platform from a behavioral economics perspective. Identifies three architectural protections built into the platform's design (default-in coverage for universal programs, Direct File reducing tax filing friction, refundability of the Bridge Credit and mandatory distribution of the Founding Stake) and five exposure points where the platform remains vulnerable (occupation reporting for wage floor, state-administered program interactions, methodology choice in tax filing, loss aversion in political transition, information asymmetry with adversaries during a contested political environment). Provides sensitivity analysis showing what happens to the platform's central claims at 90, 80, and 70 percent uptake rates. Closes with implementation implications: pilot studies before national rollout; federal infrastructure as a critical-path precondition for default-in to work; loss-aversion-aware communication strategy; dedicated administrative capacity for ambiguous cases. Includes explicit Open Questions section documenting what the analysis raises but does not resolve. When to read: Read after the Manifesto and the federal fiscal impact analysis when you want to stress-test the platform against real-world implementation challenges. Especially valuable for organizations evaluating whether to support the platform politically — the document does not pull punches about the implementation work that remains to be done.

62. State-Level Cooperation Requirements 05_Analytical_Framing/05_State_Level_Cooperation_Requirements.docx • Word document, ~19 pages Best for: Constitutional law analysts, federalism scholars, state policy professionals, and anyone evaluating the platform's deliverability through the federal-state structure of American government. Skeptics asking 'how does this work if Texas refuses?' Maps the platform's commitments into three federal-state categories. Pure federal commitments (federal income tax architecture, Sovereign Fund, Founding Stake, federal universal healthcare contributions, Direct File) deliver to all citizens regardless of state position. Federal-state cooperative commitments (universal healthcare delivery, universal childcare, mental health, Civic Infrastructure) work best with state cooperation but have federal-direct fallback options. Federal-funded state-administered commitments (restructured Medicaid, childcare provider networks, mental health delivery infrastructure) effectively require state cooperation. Examines constitutional constraints (anti-commandeering doctrine, conditional federal spending, NFIB v. Sebelius coercion test) and uses Medicaid expansion as the most relevant federal-state cooperation precedent. Recommends federal-direct delivery designs for state non-cooperation cases, partial-credit refund mechanisms for residents of non-cooperating states, and public tracking of state cooperation status as accountability infrastructure. Includes explicit Open Questions section. When to read: Read alongside the Federal Program Integration Plan (item 60) and Federal Fiscal Impact Analysis (item 61) when you want to understand the platform's federalism layer. Critical reading for legal analysts evaluating constitutional viability and for policy reviewers in non-cooperating states evaluating how the platform would actually affect their state's residents.

63. Non-Citizens And Platform Eligibility 05_Analytical_Framing/05_Non_Citizens_And_Platform_Eligibility.docx • Word document, ~22 pages Best for: Policy analysts, immigration policy professionals, mixed-status families, and reviewers asking how the platform treats the approximately 47 million non-citizens living in the United States. Anyone who notices that 'universal' has not been precisely defined for this population. Maps the platform's commitments against five non-citizen categories: legal permanent residents (12.5 million green card holders), long-term work visa holders (1-2 million), student visa holders, temporary protected status / asylum pending / refugee status (several million), and unauthorized immigrants (10-12 million). Works through each platform commitment by category, identifies the major design choices the platform must make, and analyzes the failure modes (pay-but-don't-receive, documentation friction, fear-based non-engagement under chilling-effect immigration rules, state-level variability). Mixed-status families are addressed with the principle of individual-by-individual eligibility rather than monolithic family treatment. Three approaches for unauthorized workers are outlined explicitly with their trade-offs. The federal income tax architecture (wage floor exemption) likely applies to all filers regardless of citizenship status. The Founding Stake is reasonably citizenship-restricted. The most consequential unresolved choice is healthcare access for unauthorized workers, which would otherwise produce ~$24 billion per year in pay-but-don't-receive contributions. Eight explicit Open Questions document remaining work. When to read: Read after the Manifesto (item 1) and Federal Program Integration Plan (item 60) when you need to understand whether the platform's universal claims actually apply universally. Critical reading for immigration-focused organizations evaluating whether to support the platform politically and for mixed-status families concerned about how the platform would affect them.

64. Cohabiting Unmarried Couples 05_Analytical_Framing/05_Cohabiting_Unmarried_Couples.docx • Word document, ~16 pages Best for: Cohabiting couples (~17 million Americans) wondering how the platform treats them, family-policy professionals, and reviewers who notice that the calculator and comparison tables only support Single, MFJ, and HoH categories without explicitly addressing cohabiting partners. Works through the platform's treatment of cohabiting unmarried couples across each commitment. The federal tax system already treats cohabiting partners as separate filers; the platform inherits this framework cleanly. Per-individual benefits architecture (universal healthcare, childcare, mental health, Founding Stake) handles cohabiting couples consistently with married couples. Edge cases warranting attention include: dependent allocation rules for couples with shared children, the small differential in wage floor exemption between cohabiting and married couples (cohabiting often slightly higher due to per-occupation floors), Bridge Credit evaluation for couples whose household economy differs from individual filer status, mid-year composition changes, common-law marriage states (approximately ten), and domestic partnership registries. Mixed-status cohabiting couples intersect with item 65. The platform's design is largely consistent with current law; this document makes the specific choices explicit rather than leaving them implicit. Seven Open Questions document remaining work, including coordination of Direct File for cohabiting couples' tax planning. When to read: Read with item 27 (What This Means For You) when your household is a cohabiting couple wanting to understand which scenarios in the comparison tables most closely match your situation. Read with item 65 if your household is a mixed-status cohabiting couple.

65. Public-Sector Worker Transitions 05_Analytical_Framing/05_Public_Sector_Worker_Transitions.docx • Word document, ~24 pages Best for: Federal civilian employees, military service members and veterans, postal workers, state and local government employees, and the unions and associations that represent them. Anyone asking how the platform interacts with Federal Employees Health Benefits (FEHB), TRICARE, FERS (Federal Employees Retirement System), military retirement, or state employee benefits. Maps the platform against approximately 22 million public-sector workers across federal civilian (2.3M with FEHB and FERS), military (1.3M active plus 800K reserves with TRICARE and military retirement), Postal Service (640K), and state and local government (19.5M with varied state-administered programs) categories. The recommended design treats existing public-sector benefits as enhanced coverage layered atop universal foundation: federal employees pay the universal healthcare contribution and receive universal coverage with FEHB as supplemental; the federal employer continues to fund FEHB premium subsidies; military members receive universal coverage plus TRICARE as enhanced; state employees similarly. This preserves existing benefits unchanged, respects vested rights doctrine for accrued pensions, minimizes political opposition from organized public-sector unions, and integrates with universal architecture. The most significant unresolved issue is treatment of Section 218 non-covered workers (~5 million state and local government employees who do not pay FICA and would be excluded by default from a FICA-equivalent universal healthcare contribution). Specific design choices about FERS / CSRS integration with the Community Contribution Plan, TRICARE for Life integration with universal healthcare, and state pension system interactions all require detailed actuarial analysis that this document does not provide. Nine Open Questions document remaining work. When to read: Read with the Federal Program Integration Plan (item 60) and State-Level Cooperation Requirements (item 64) when you need to understand how the platform integrates with public-sector employment. Critical reading for public-sector union leadership and for federal employees, military members, and state and local government workers evaluating the platform's effect on their specific benefits.

66. Existing Pensioners and the Platform 05_Analytical_Framing/05_Existing_Pensioners.docx • Word document, ~22 pages Best for: Approximately 75 million Americans receiving retirement income from at least one defined benefit source. AARP (American Association of Retired Persons) members, retired federal/state/military employees, Social Security recipients, and private DB plan recipients. Anyone over 60 evaluating the platform's effect on existing retirement income. Maps the platform against pensioners across Social Security retirees (52M), state and local government pensioners (11M), federal civilian retirees (2.6M), military retirees (2.1M), and private DB plan recipients (10M). The platform's treatment is largely preservation: existing benefits continue unchanged as vested rights; existing healthcare (Medicare, FEHB, TRICARE, state retiree benefits) continues with universal healthcare integration; existing tax treatment continues with wage floor exemption available as alternative methodology. The Community Contribution Plan replaces FICA at a revenue-neutral rate in mature steady state, producing no benefit changes for existing Social Security recipients. The platform's most valuable specific contributions to pensioners are universal healthcare's coverage of the early-retiree gap (eliminating financial planning challenge of pre-Medicare years for federal/military/state early retirees, approximately 10 million people) and broader insulation from healthcare cost inflation that universal coverage provides. Younger spouses of Medicare-eligible pensioners (a non-Medicare-eligible spouse of a 65-year-old retiree, for example) receive universal healthcare automatically rather than needing to maintain private insurance until their own Medicare eligibility. The most significant unresolved issues are the long-term care gap (acknowledged but not solved by the platform), the Social Security taxation threshold question (set in 1983/1993 statute, unindexed for inflation), and the wage floor exemption mechanics for retirement income. Eight Open Questions document remaining work. When to read: Read after the Manifesto when you are a current pensioner or will be one within the next decade. Read with the Federal Program Integration Plan (item 60) for the Medicare integration mechanics, and with the Public-Sector Worker Transitions document (item 67) if you receive a federal civilian, military, or state pension.

67. Section 8 Housing and Federal Housing Assistance 05_Analytical_Framing/05_Section_8_Housing_And_Federal_Housing_Assistance.docx • Word document, ~17 pages Best for: Housing policy professionals, Section 8 households (~5M), Section 8 waitlist households (~13M), and reviewers asking how the platform interacts with HUD (Department of Housing and Urban Development)'s voucher program. Anyone noticing that the platform addresses healthcare, childcare, education, and infrastructure but not housing. Maps the platform's interaction with the federal Housing Choice Voucher Program. Identifies the mechanical interactions where universal childcare and universal healthcare reduce Section 8's deduction values, producing apparent rent increases that are offset by direct household savings on the underlying costs (a $22,000 reduction in childcare costs partially offset by ~$6,000 increase in Section 8 rent contribution, net household savings ~$16,000). Examines the waitlist problem: only ~25 percent of eligible households actually receive vouchers. Outlines three approaches: Approach A leaves Section 8 unchanged (status quo); Approach B uses Sovereign Fund capacity to fund universal eligibility-based access (~$40-50 billion annual federal expenditure); Approach C restructures federal housing policy more fundamentally. The platform's current silence on housing affordability is identified as a real scope limitation that future versions should consider closing. Seven Open Questions document remaining work, including HUD regulatory adjustment, source-of-income discrimination preemption, and broader housing supply policy. When to read: Read after the Manifesto when you receive Section 8 assistance or are on a Section 8 waitlist. Read with item 64 (State-Level Cooperation Requirements) for the analogous PHA administrative variation issues.

68. Temporary Assistance for Needy Families (TANF) and Cash Assistance 05_Analytical_Framing/05_TANF_And_Cash_Assistance.docx • Word document, ~17 pages Best for: Anti-poverty policy professionals, TANF recipients and applicants, state TANF administrators, and reviewers asking how the platform interacts with cash welfare programs. Anyone evaluating whether the platform addresses poverty substantively or only at the margins. Maps the platform's interaction with the federal TANF block grant program. Identifies how universal childcare and universal healthcare fundamentally change TANF's economic logic: the work requirement structure assumed labor market dynamics that no longer apply when childcare is essentially free under the platform. The TANF block grant has been frozen at $16.5 billion since 1996 (losing ~50 percent of real value to inflation). Outlines three restructuring approaches: Approach A leaves TANF substantially unchanged (path of least resistance, produces drift toward irrelevance); Approach B substantially restructures TANF as focused last-resort cash assistance for families whose situations require cash beyond what universal services and labor market provide; Approach C replaces TANF with a refundable family assistance credit administered through the federal tax system. The platform's broader anti-poverty architecture (wage floor exemption, Bridge Credit, Founding Stake, universal services) reduces a low-income family's costs by $20,000-25,000 per year regardless of TANF choice. Seven Open Questions, including whether the platform should commit to ending poverty (vs reducing it) as an explicit goal. When to read: Read with item 33 (Refundable Transition Bridge Credit) and item 60 (Federal Program Integration Plan) for the platform's broader anti-poverty architecture. Critical reading for anti-poverty advocacy organizations evaluating the platform.

69. Multigenerational Households 05_Analytical_Framing/05_Multigenerational_Households.docx • Word document, ~18 pages Best for: Members of multigenerational households (~24 million households containing ~62 million people), family policy professionals, and reviewers asking how the platform handles household structures beyond the nuclear family default. Particularly relevant for Hispanic, Asian American, Native American, and immigrant communities where multigenerational living is more common. Maps the platform's treatment of multigenerational households across four primary patterns: adult children living with parents (~16 million Americans aged 18-34); grandparents raising grandchildren (~3 million children in ~2 million households); three-generation households (~6-7 million households); and cultural-pattern multigenerational living. The platform's per-individual benefits architecture and per-filer tax architecture handle these households cleanly without special-case design. The wage floor architecture is generally favorable for multigenerational households because multiple filers each claim appropriate occupational wage floors. Identifies four design choices warranting attention: Bridge Credit evaluation methodology (per-filer vs household-aware), informal caregiver support (currently unaddressed in the platform), long-term care policy (largest unaddressed gap, particularly relevant for households providing eldercare), and calculator workflow support for multi-filer households. The platform's most direct effect on multigenerational households is the same as for other households: $30,000-40,000 in annual cost reduction across the various platform commitments for a typical three-generation working household. Seven Open Questions document remaining work. When to read: Read after the Manifesto if you live in a multigenerational household. Read with item 27 (What This Means For You) when comparing your multigenerational situation to the standard scenarios in the comparison tables.

70. Aging-in-Place Implications 05_Analytical_Framing/05_Aging_In_Place_Implications.docx • Word document, ~21 pages Best for: Older Americans (and their families) planning retirement, residents and families considering CCRCs and assisted living, family caregivers (~53 million), and reviewers asking what the platform does about long-term care. Critical reading for AARP, retirement community resident councils, and aging-focused advocacy organizations. Identifies long-term care as the platform's largest single coverage gap. The Federal Program Integration Plan (item 60) acknowledges this; this document develops the analysis. Maps the platform's interaction with CCRC residents (~750K in ~1,900 communities under three contract types), assisted living (~1M residents at average ~$60K/year), nursing homes (~1.3M residents at average ~$94-108K/year), HCBS (Home and Community-Based Services) programs (state-administered, varies enormously), PACE (~70K participants), and informal caregivers (~53M Americans providing $400-500B annually in unpaid care). The Medicaid spend-down dynamic continues under the platform. Outlines three design directions for future platform versions: Direction A (Long-Term Care (LTC) pillar with dedicated payroll contribution); Direction B (Medicaid HCBS expansion); Direction C (hybrid universal/means-tested). The platform's architecture leaves room for substantial LTC expansion in future versions. Eight Open Questions document remaining work. When to read: Read with item 60 (Federal Program Integration Plan) and item 68 (Existing Pensioners) when you are planning for or providing eldercare. Critical reading for households where adults are caring for aging parents.

71. US Territories and the Platform 05_Analytical_Framing/05_US_Territories.docx • Word document, ~21 pages Best for: Residents of Puerto Rico, Guam, USVI (United States Virgin Islands), American Samoa, and the Northern Mariana Islands (~3.5-3.7 million people total). Territorial advocacy organizations, federal-territorial relations professionals, and reviewers asking how the platform's universal commitments apply to territorial residents. Maps the platform against the five inhabited US territories. Examines the constitutional framework (the Insular Cases of 1901-1905, criticized by Justice Sotomayor among others but operative). Walks through distinctive federal tax structures: Puerto Rico (federal payroll tax but not federal income tax on PR-source income), Guam/USVI/NMI (mirror code systems), American Samoa (separate tax code; residents are US nationals rather than US citizens). The Section 1108 Medicaid funding cap has been the largest federal program disparity for territorial residents. Recommends explicit equal extension of all platform universal commitments to territories. Identifies three positions on broader territorial federal program treatment from Position A (status quo) through Position C (territorial status reform). Nine Open Questions document specific implementation requirements, communication infrastructure needs (Spanish-language materials for Puerto Rico, territory-specific contexts), and the Sovereign Fund's interaction with territorial federal tax differentials. When to read: Essential reading for any territorial resident evaluating the platform. Read with item 64 (State-Level Cooperation Requirements) for the analogous federal-territorial cooperation considerations and with item 65 (Non-Citizens And Platform Eligibility) for the related question of how nationality and citizenship affect platform access.

72. Climate Policy Beyond Grid Modernization 05_Analytical_Framing/05_Climate_Policy_Beyond_Grid_Modernization.docx • Word document, ~20 pages Best for: Climate-engaged constituencies, environmental advocacy organizations, climate policy professionals, and reviewers asking why the platform addresses healthcare, childcare, education, and infrastructure but not comprehensive climate policy. Honest acknowledgment of the platform's largest scope omission. Maps what the platform addresses in climate policy (Energy Grid Modernization commitment, Civic Infrastructure with climate adaptation overlap, Sovereign Fund climate transition exposure considerations) versus what it omits (carbon pricing, fossil fuel subsidies, environmental justice, climate adaptation as explicit policy, agricultural emissions, building efficiency). Examines the platform's interaction with the existing federal climate framework: the Inflation Reduction Act of 2022, the Bipartisan Infrastructure Law, EPA regulatory authority, state-level climate policies. None of these are incompatible with the platform's existing commitments. Outlines five design directions for future climate integration: carbon pricing as Sovereign Fund revenue source (Direction A, ~$200B/year initially); environmental justice integration with Civic Infrastructure (Direction B); climate adaptation as Civic Infrastructure component (Direction C); building code and efficiency integration (Direction D); agricultural climate policy (Direction E). The platform's architecture leaves room for substantial climate expansion without fundamental redesign. Ten Open Questions document unresolved choices including Sovereign Fund investment policy and international climate framework interactions. When to read: Essential reading for climate-engaged audiences. The document is honest about platform scope limits and outlines specific paths future versions could take. Read with item 18 (Energy Grid Modernization) for the platform's existing climate-relevant commitments.

73. Gender Pay Gap and Indirect Mechanisms 05_Analytical_Framing/05_Gender_Pay_Gap_And_Indirect_Mechanisms.docx • Word document, ~17 pages Best for: Audiences asking how the platform's architecture affects earnings disparities between men and women, advocates for women's economic equality, and policy professionals wanting to understand the indirect effects of architecture choices not designed primarily for pay-gap reduction. Examines the platform's three indirect mechanisms that reduce the gender pay gap: universal childcare addressing the motherhood penalty (estimated 9-20% reduction of raw gap), empirical wage floors raising pay in female-dominated occupations (estimated 10-17% reduction), and universal healthcare reducing job-lock that disproportionately affects women (estimated 1-3% reduction). Combined estimated effect: 30-40% reduction of the raw 16% pay gap, narrowing it to approximately 10-11%. Honestly acknowledges what the platform does NOT do (paid family leave, pay transparency, salary history bans, strengthened Equal Pay Act enforcement, comparable-worth frameworks, anti-segregation interventions). Outlines five design directions for future versions: federal paid family leave (Direction A, ~$40-60B/year), pay transparency requirements (Direction B), strengthened Equal Pay Act enforcement (Direction C), comparable-worth wage floor adjustments (Direction D), and Sovereign Education Fund recruitment incentives (Direction E). Three failure modes documented and seven Open Questions identified. When to read: Essential reading for advocates of women's economic equality and for any reviewer asking whether the platform's architecture meaningfully affects gender disparities. Read with item 13 (wage floor Empirical Analysis) and item 16 (universal childcare Model) for the underlying mechanisms, and with item 63 (Behavioral Economics and Uptake Friction) for the uptake-dependence of the effect.

74. Open Issues Registry 05_Analytical_Framing/05_Open_Issues_Registry.docx What it does: Consolidates everything the platform is aware of but has not fully resolved. Includes (a) issues mitigated in v2.24 (Manifesto cover tagline; healthcare per-capita timeline; TOC rate language); (b) open issues awaiting resolution (healthcare contribution rate has four different values across the package; wealth surcharge architecture has three versions; FFIA shows zero net new revenue from "modified income tax architecture"; Adjacent Pillars Under Development uses outdated framing); (c) topics aware of but needing more research (Federal Reserve / monetary policy interaction; housing market interaction; wage floor disemployment quantification; healthcare cost reduction decomposition; Sovereign Fund 4 percent return scenario; intersectional pay gap analysis; climate-omission strategic reasoning); (d) acknowledged scope omissions (long-term care, hearing aids, comprehensive climate policy, housing supply, immigration); (e) acknowledged process limitations (lead author not credentialed economist; External Reviews folder contains only AI reviews; mathematical models not independently audited). When to read: Read after the Manifesto if you want to know what the platform's authors know about the platform's limitations. The registry is offered in the same spirit as the Provenance document — transparency over polish.

75. Emergency Services Communications Modernization 05_Analytical_Framing/05_Emergency_Services_Communications.docx What it does: Documents the current state of US emergency services communications (active POTS (Plain Old Telephone Service) retirement crisis; fragmented state-by-state NG911 deployment; tribal nation 911 inadequacies; FirstNet operational structure) and the platform's commitments at the federal infrastructure layer. Five mechanisms link universal broadband to emergency services modernization: (a) NG911 IP transport substrate replacing fragmented state ESInet procurements; (b) POTS retirement solved via federal broadband as carrier for fire alarms, elevator phones, school panic buttons, and PSAP (Public Safety Answering Point) backup paths; (c) federal cellular site co-deployment alongside fiber, at marginal cost, addressing rural and tribal wireless coverage gaps for 911; (d) full NG911 transition funding via Sovereign Fund disbursements, closing the $5.8 to $9.27 billion gap that the NTIA (National Telecommunications and Information Administration)'s 2026 cost study identified; (e) FirstNet contract renegotiation following the March 2026 Lutnick/AT&T precedent, delivering open interconnection, expanded coverage commitments, reduced sustainability payments to PSAPs, and 2042 transition planning. Tribal nation sovereignty is treated as a first-class concern: free service commitment, sovereign choice over implementation, three operating models for tribal 911 (operate own PSAP, route to neighboring county under federal-supported service agreement, hybrid). Federal cybersecurity standards adopted from existing CISA, NIST, NENA, and CJIS frameworks rather than reinvented. National standardization benefits identified explicitly: cross-jurisdictional call routing, common protocols, mutual aid coordination, common training. Includes implementation sequence (Years 1-3 foundation; Years 4-7 buildout; Years 8-10 completion), cost analysis with explicit uncertainty bands, what is not addressed (LMR replacement, PSAP operations, 911 fee reform, international coordination), and open questions (federal cellular co-deployment cost estimation, reliability SLA specification, FirstNet reauthorization, tribal consultation requirements, spectrum allocation, cost recovery model). When to read: Read after the Universal Broadband Access Substantiation (item 51) and the Civic Infrastructure Architectural Framing (item 47) for the platform's emergency services position. Particularly relevant for state 911 administrators, PSAP operators, public safety advocates, tribal infrastructure officials, and any reviewer asking how the platform interacts with the existing federal emergency services framework.

76. Federal Infrastructure Fee 05_Analytical_Framing/05_Federal_Infrastructure_Fee.docx What it does: Establishes the Federal Infrastructure Fee as the platform's commitment for cost recovery on the federally-owned broadband and cellular infrastructure (per items 51 and 77). Documents (a) the architectural shift from Path A (federal subsidy of private ISPs at $48B/year) to Path B (federal ownership of fiber and cellular gap sites), with thirty-year cost projection showing approximately $1.5-1.7T in savings under Path B; (b) federal capital deployment cost analysis (~$270B at full deployment: last-mile fiber, backbone, cellular gap sites); (c) annual O&M analysis (~$13.5B/year); (d) future capacity reserve (~$6.75B/year); (e) annual revenue requirement of approximately $34B/year. Analyzes four fee allocation structures (per-employee, tiered, revenue-based, hybrid) with worked examples for various company profiles, recommending Structure D (hybrid: $600/year per location + $175/employee/year exempting first 25 + 0.035% of revenue above $50M). Inflation indexing via BLS-blended formula (50% wired telecom PPI + 30% telecom technician ECI + 20% telecom equipment PPI). Demand adaptation via capacity utilization triggers and volumetric component for very large users. Replaces USF and consolidates state telecom taxes (revenue-neutral overall, ~$3B/year in operational efficiency gains). Pass-through prevention via transparency, FTC oversight, market structure, and regulated industries. Industry exemptions for public-purpose entities (public hospitals, schools, libraries, public safety, tribal nations, government agencies) with for-profit equivalents paying. Fraud surface area and identity theft reduction (eliminates household-level subsidy verification PII collection; reduces documented USF/ACP fraud by ~$200-500M/year). Turnpike-toll model and other regulatory analogies (airport landing fees, marine port fees, spectrum auctions, water utility connection fees). Transparency commitments (annual cost reports, Government Accountability Office (GAO) and external audit, three-year forward projections, public comment periods, FCC dispute authority). Open questions identified honestly: privately-owned fiber acquisition mechanism, pass-through incidence empirical estimation, forward projection accuracy validation, exemption boundary definitions, Sovereign Fund capital treatment, federal infrastructure operator governance. When to read: Read after item 51 (Universal Broadband Access Substantiation) and item 77 (Emergency Services Communications Modernization). Particularly relevant for telecommunications policy professionals, fiscal policy reviewers, business owners modeling potential platform impact, state telecom regulators, and anyone evaluating the platform's federal-ownership-vs-subsidy architectural decision.

77. Federal Infrastructure Fee Transition Mechanics 05_Analytical_Framing/05_Federal_Infrastructure_Fee_Transition_Mechanics.docx • v1.0 · ~2,700 words Best for: Policy professionals, telecom industry stakeholders, congressional staff drafting legislation. Substantiates the three transition questions deferred from item 78 (cellular site lease rate setting under federal cost-recovery; voluntary negotiated buyout with eminent domain backstop for fiber acquisition; pass-through prevention through three overlapping mechanisms). Specifies cellular site lease rate-setting methodology (cost basis: amortized acquisition cost plus maintenance plus Treasury-plus-150-basis-points return); fiber acquisition mechanism (voluntary buyout with declining transition premium over 10 years, eminent domain backstop after year 10); and pass-through prevention (FCC line-item prohibition, comparative rate transparency, antitrust enforcement against coordinated price increases). Documents the 10-year transition timeline, FCC/NTIA/Treasury/DOJ allocation of authority, stakeholder engagement requirements, and three open questions plus three identified risks (regulatory capture, technology obsolescence, international trade implications). Length permits use as a legislative drafting reference.

78. Iterative Hardening Process Documentation 05_Analytical_Framing/05_Iterative_Hardening_Process_Documentation.docx • v1.0 · ~2,200 words Best for: Auditors evaluating the platform's process rigor; future iterations of platform hardening work; other AI-collaboration projects looking for a documented quality-assurance pattern. Compiles the methodology, audit angles, programmatic checks, persona simulations, standing rules, finding categories, lessons learned, and meta-issues encountered across multiple iterations of the hardening cycle (May 6, 2026). Documents the four-step cycle (audit, mitigate, verify, repeat), the six personas used in reading-path simulations (skeptic, policy professional, telecom industry professional, tribal infrastructure officer, small business owner, concerned citizen), and the iteration-by-iteration summary of findings and resolutions. Documents the recursive meta-trigger issue and other audit-script limitations encountered during the work.

79. Federal Income Tax Revenue Under the Platform's Modified Architecture 05_Analytical_Framing/05_Federal_Income_Tax_Revenue_Modified_Architecture.docx • v1.1 · ~3,200 words Best for: Policy professionals evaluating the platform's fiscal claims; FFIA reviewers; readers who want to understand the income tax architecture's revenue implications quantitatively. Substantiates OPEN-3 (the FFIA's apparent zero net revenue from modified income tax architecture) by quantifying the three components: wage floor exemption replacing standard deduction (~-$15B/year net), high-earner graduated income surcharge (~+$634B/year gross before behavioral adjustment), and existing brackets preserved. Total net at gross projection: ~+$619B/year mature steady-state. Reconciliation with FFIA: recommends FFIA separate income tax architecture (~$130B behavioral-adjusted) from wealth tax architecture (~$70B for $10M and $50M mechanisms). Documents the microsimulation modeling that would be required for definitive numbers (Joint Committee on Taxation (JCT), Tax Policy Center, or Penn Wharton tools) and the behavioral elasticity assumptions that would refine the estimates. Includes phase-in revenue projections (year 1: ~$200B; year 2: ~$440B; year 3+: ~$620B mature steady-state). v2.30 enhancements (added in iteration 13 of the hardening cycle): Behavioral Elasticity Sensitivity Analysis section computing revenue retention across ETI (Elasticity of Taxable Income) 0.2 through 0.8 (median ETI 0.4 produces ~$240B from $260B static gross); Distributional Impact Analysis section showing progressive effects across three segments (bottom 90M filers tax reduction; middle 40M filers modest increase; top 6.5M filers graduated increases); FFIA Reconciliation section updated with explicit three-component breakdown ($130B income tax architecture + $35B small wealth surcharge + $60B wealth tax = $225B combined); filer-count correction note acknowledging the original $634B gross estimate used filer counts above IRS Statistics of Income 2021 baseline.

80. Self-Employed and Gig Worker Implementation 05_Analytical_Framing/05_Self_Employed_and_Gig_Worker_Implementation.docx • Word document, ~6 pages Best for: Self-employed workers, independent contractors, gig-economy workers (rideshare, food delivery, freelance), and tax preparers serving these segments. Addresses contribution mechanism specifics (FICA-convention split applied to self-employment), gig worker multi-employer treatment (worker-side self-administration default), quarterly payment integration (consolidated quarterly payments), healthcare for non-W-2 workers, and Sovereign Fund accumulation without employer structure. Includes worked examples for independent contractor and multi-platform gig worker. Companion to Federal Income Tax Revenue Modified Architecture and What This Means For You documents.

81. External Engagement Plan 05_Analytical_Framing/05_External_Engagement_Plan.docx • Word document, ~9 pages Best for: The platform's lead author preparing outreach to external reviewers; external reviewers evaluating engagement scope before commitment; third parties (funders, institutional partners) understanding the platform's external-engagement discipline. Specifies structured framework for the eleven OPEN Section 47 items requiring external domain expertise: target reviewer profiles, specific questions, scope and time commitment, output formats, reviewer onboarding reading paths, and outreach templates. Organizes engagements into four kinds (validation of existing response frameworks; depth-development for persona-surfaced items; independent mathematical audit; tribal government-to-government consultation).

82. Pillar Eight: Universal Paid Family Time 02_Vision_and_Communication/02_Universal_Paid_Family_Time_Pillar.docx • Word document, ~6 pages Best for: All workers; parents anticipating leave for childbirth/adoption; informal caregivers (spouses, adult children, others) supporting seriously ill family members; workers facing personal medical episodes; tax preparers and HR professionals operating against the new payroll contribution stream. Specifies Pillar Eight: federal paid leave for parental, caregiver, and personal medical circumstances; up to twelve weeks per qualifying event; sliding-scale wage replacement; funded through 0.4% combined payroll contribution; federal-as-floor interaction with existing state programs. Companion to the master We The People Platform document Pillar Eight section.

83. Architectural Intent Mitigations: PERSONA-MIN-14 Through 24 05_Analytical_Framing/05_Architectural_Intent_Mitigations.docx • Word document, ~7 pages Best for: Policy reviewers wanting to understand how the platform addresses persona-driven findings without claiming credentialed expertise. Mitigates eleven PERSONA-MIN items at architectural-intent level: healthcare operations (EHR integration, specialty referrals, malpractice), constitutional review (commerce clause for FIF, takings clause for stranded assets, federalism preemption), state-level implementation (state fiscal impact, state implementation timeline, federal-state data sharing), and Sovereign Fund investment operations (market impact at scale, pension fund interaction). Companion to v3.1.10 Self-Employed and Gig Worker Implementation; together they close the entire twenty-seven-item PERSONA-MIN backlog.

84. Academic Outreach Letter Templates 05_Analytical_Framing/05_Academic_Outreach_Letter_Templates.docx • Word document, ~7 pages Best for: Anyone preparing actual outreach to academic reviewers about platform validation needs. Provides ready-to-adapt templates: cold-email templates with item-specific variants for the highest-priority RESEARCH and PERSONA-SIG items, departmental-pitch templates for academic policy centers (Brookings Hutchins, Penn Wharton, Hamilton Project, Roosevelt Institute, university policy schools), working-paper-venue submission framings (SSRN, NBER, RFF), and follow-up correspondence templates. Operational extension of the External Engagement Plan v3.1.11.

85. Tribal Consultation Framework 05_Analytical_Framing/05_Tribal_Consultation_Framework.docx • Word document, ~7 pages Best for: Anyone preparing actual government-to-government consultation regarding ITEM79-Q3 (tribal nation lands and federal infrastructure). Provides framework for responsible consultation: legal-framework background (EO 13175, NHPA, NEPA, ISDA, ICWA), consultation principles, suggested approach (national tribal organization introduction, then direct tribal-government outreach), suggested initial consultation partners across geographic regions, materials package specification, sample initial outreach letter to NCAI. Operational extension of ITEM79-Q3.

86. Combined Reform Model Audit Scope 05_Analytical_Framing/05_Combined_Reform_Model_Audit_Scope.docx • Word document, ~7 pages Best for: Auditors evaluating engagement on PROCESS-3, or anyone needing to understand what the platform's audit needs look like. RFP/SOW for independent audit of the Combined Reform Model and Federal Fiscal Impact Analysis: scope of work organized by SR 11-7 Model Risk Management framework (input data quality, model architecture, calibration, sensitivity analysis, output validation), audit standards reference, deliverables specification, auditor qualifications, timeline, budget range ($20-50K), evaluation criteria, response requirements. Operational extension of PROCESS-3.

87. Briefing for Tribal Government Consultation 02_Vision_and_Communication/02_Tribal_Consultation_Briefing_Document.docx • Word document, ~6 pages Best for: Tribal-government recipients evaluating whether to engage in consultation regarding the platform's federal infrastructure deployment commitments. Standalone document not requiring engagement with full platform materials. Sections: about the document, about the platform, federal infrastructure deployment architecture (brief), tribal-lands handling current platform position, six specific consultation questions, process commitments, about the lead author, how to respond, available materials. Companion to 05_Tribal_Consultation_Framework.docx (which specifies the consultation process); this document is the actual material sent to tribal governments and national tribal organizations as stage two of that process.

88. Platform Browser Index (GUI Navigation Page) platform_index.html • Interactive HTML page (~34 KB; loads catalog from companion files) Best for: Anyone (reviewer, contributor, returning user) wanting to navigate the platform package in a browser. Open this file by double-clicking; it presents all 89 platform documents organized by folder, pillar, file type, or as a flat list, with real-time search and filtering. The page is the GUI front door to the package: sticky header with platform branding, source-folder link for direct file-system access, quick links to the most-referenced documents (TOC, master platform doc, Constituent Letter, FFIA, OIR, Calculator), four view modes, type/pillar/folder filters. Companion files (platform_catalog.js, platform_catalog.json, platform_index_README.md) ship alongside; see the README for installation and customization details. Added in v3.2.5 to give external reviewers immediate navigation access on package extract.

89. Comprehensive Verification Report 05_Analytical_Framing/05_Comprehensive_Verification_Report.docx • Word document, ~7 pages Best for: Anyone wanting confirmation that the platform has been comprehensively verified across six dimensions of integrity. Records results of a verification pass conducted at v3.2.6 baseline covering: dependency coverage (Section 47); orphan files and incomplete sections; documentation update completeness; loose-end content; empirical claim defensibility; and calculator mathematical correctness. Calculator passed 29 of 29 mathematical test cases including all bracket-edge boundaries with no discontinuities. Three real findings were identified and mitigated in v3.2.7 (External Engagement Plan extended to cover RESEARCH-8; Tribal Consultation Framework's stale 'briefing not yet written' reference updated; master document placeholder text replaced). Records explicit limitations of mechanical verification (does not substitute for credentialed external review of empirical claims, constitutional defensibility, or fiscal projections, all of which are tracked as Section 47 OPEN items).

90. Sources and Derivation Convention 05_Analytical_Framing/05_Sources_And_Derivation_Convention.docx • Word document, ~6 pages Best for: Anyone who wants to trace platform numerical claims back to their underlying empirical sources. Catalogs the canonical source documents and datasets that the platform's analytical content draws from (IRS Statistics of Income, CMS National Health Expenditure data, Census Bureau population estimates, BLS labor data, Social Security Administration Trustees Reports, ASCE Infrastructure Report Card, FCC and FTC consumer data, Norway GPF-G annual reports, FAMILY Act modeling, Quebec childcare program evaluations, and others) and explains the platform's sourcing convention: claims are either directly cited at point of use, derived through explicit calculation from cited inputs, or inherited from canonical sources cataloged here. Created in v3.2.8 in response to the Comprehensive Verification Report's Dimension 5 finding.

91. What Done Looks Like (decision framework) 05_Analytical_Framing/05_What_Done_Looks_Like.docx • Word document, ~14 pages Best for: Anyone who wants to understand what 'done' means for the platform across three readiness milestones (ready for academic review; ready to publish; ready for legislative engagement). Documents three constraint declarations the lead author has made (optimization tier; resource envelope; author strategy) and derives explicit criteria for each milestone given those constraints. Identifies what is already done, what remains, and recommends a six-step sequence. Treats itself as the first iteration of a decision framework that will mature through engagement experience. Created in v3.2.9 in response to the Tier 1 #1 actionable item identified in Open Issues Registry Section 91.

92. Pillars: How To Borrow Independently (component adoption guide) 05_Analytical_Framing/05_Pillars_Borrow_Independently.docx • Word document, ~16 pages Best for: Advocacy organizations, legislators, think tanks, and other policy practitioners interested in adopting specific platform pillars without committing to the platform as a whole. Each of the eight pillars receives a section identifying what the pillar provides, what it depends on within the platform (hard versus soft), what it does NOT require (and can be borrowed without), what an organization adopting the pillar alone would need to handle, and which advocacy ecosystems align naturally with the pillar's commitments. Closes the Milestone C2 final gap identified in 05_What_Done_Looks_Like.docx (the decision framework for platform endpoint criteria).

93. Universal Long-Term Care Substantiation (Pillar Nine) 05_Analytical_Framing/05_Universal_Long_Term_Care_Substantiation.docx • Word document, ~17 pages Best for: Anyone wanting the substantiation behind Pillar Nine, the platform's ninth pillar (Universal Long-Term Care) added in v3.3.0. Documents the case for elevating long-term care to pillar status; the architecture (1.0 percent combined payroll contribution split as 0.6 percent employer / 0.4 percent employee; coverage of home and community-based services, institutional care, adult day services, respite care, family caregiver support; functional-assessment-based eligibility without asset spend-down or income test); 15-year transition mechanics; financing math with sensitivity analysis ($250B contribution revenue versus $525-700B benefit cost gap closed by federal Medicaid LTC substitution plus state-level LTC substitution plus high-earner-architecture backstop); workforce considerations; comparison with the CLASS Act, Washington WA Cares, international long-term care programs (Germany, Japan, Netherlands), and Medicaid LTC; and open issues including actuarial validation, federal-state coordination, provider-payment-rate design, family-caregiver-employment policy, and cognitive-impairment-specific care.

94. Milestone B1 Execution Checklist 05_Analytical_Framing/05_Milestone_B1_Execution_Checklist.docx • Word document, ~14 pages Best for: Jason executing the Milestone B1 publication work (self-publication as searchable reference work). Step-by-step execution guide covering domain registration (specific registrar recommendations and TLD options); hosting setup (Cloudflare Pages recommendation); permanent archival deposit (Zenodo for DOI-issuing primary archive plus Internet Archive for secondary); citation metadata page (BibTeX, RIS, APA, Chicago formats); lead-author bio and disclosure pages; license declaration (CC BY-NC-SA 4.0 recommended); contact mechanism setup; and initial public announcement strategy. Paired with deployment bundle files at the package root: lead_author_bio.md, disclosure.md, citation files in four formats, LICENSE.md, README_PUBLIC.md, and domain_candidates.md.

95. Hosting Setup Quick Reference 05_Analytical_Framing/05_Hosting_Setup_Quick_Reference.docx • Word document, ~6 pages Best for: Jason executing Cloudflare-based hosting setup (domain registration, Pages deployment, email routing). Pairs with the Milestone B1 Execution Checklist (preceding item) as the technical companion for B1 Steps One, Two, and Seven.

96. Federal Housing Investment Substantiation (Pillar Ten) 05_Analytical_Framing/05_Federal_Housing_Investment_Substantiation.docx • Word document, ~17 pages Best for: Anyone wanting the substantiation behind Pillar Ten, the platform's tenth pillar (Federal Housing Investment) added in v3.4.0. Documents the case for elevating housing to pillar status; the architecture (federal general revenue rather than payroll contribution; ~$145B aggregate at full implementation comprising ~$70B absorbed plus ~$75B incremental); five components (universal rental assistance; federal-state conditional grants for housing supply; public housing capital investment; supportive housing for special populations; Housing First homelessness response); 15-20 year transition; federal-state coordination including tribal nation and territorial coordination; comparison with Section 8 status quo, LIHTC, Vienna/Singapore/Helsinki/Germany international approaches, and the YIMBY supply movement; workforce considerations including construction-trades capacity and Davis-Bacon prevailing wage; fiscal analysis with sensitivity range $95B-$190B and expected operating range $145B; and open issues including housing economics review, conditional-grants legal review under South Dakota v. Dole, housing administration capacity, supportive housing program design, and construction workforce capacity.

97. Climate Architecture Substantiation (Pillar Eleven) 05_Analytical_Framing/05_Climate_Architecture_Substantiation.docx • Word document, ~16 pages Best for: Anyone wanting the substantiation behind Pillar Eleven, the platform's eleventh pillar (Climate Architecture) added in v3.5.0. Documents the case for elevating climate to pillar status; the architecture (upstream carbon price on fossil fuels at extraction or import; $50/ton starting rising to $100/ton at maturity over ~10-year transition; ~75-80% emissions coverage; border adjustment for imports); five components (carbon dividend at 50% of revenue; clean energy infrastructure investment at ~25%; transmission grid modernization at ~10%; just-transition support at ~10%; innovation programs at ~5%); transition mechanics; federal-state coordination including tribal-nation engagement; comparison with pure-dividend approaches (Climate Leadership Council, Citizens Climate Lobby), state-level cap-and-trade (RGGI, California), and international carbon pricing (EU ETS, British Columbia, Sweden); workforce considerations; fiscal analysis (revenue $150-200B/yr at start, $300-400B/yr at maturity, declining over time as decarbonization occurs; net federal-bottom-line impact zero); and open issues including climate-economics review, international trade law review of border adjustment, institutional design for Treasury dividend distribution, just-transition program design, and complementary-policy design for non-priced emissions.

98. Immigration Architecture Substantiation (Pillar Twelve) 05_Analytical_Framing/05_Immigration_Architecture_Substantiation.docx • Word document, ~14 pages Best for: Anyone wanting the substantiation behind Pillar Twelve, the platform's twelfth pillar (Immigration Architecture) added in v3.6.0. Documents the case for elevating immigration to pillar status (foundational infrastructure affecting workforce supply, fiscal sustainability, housing demand, and pipelines into education and civic life); the architecture (federal general revenue plus user fees; ~$30-50B/yr gross commitment; positive net fiscal impact on 10-20 year horizon per CBO scoring); six components (pathway to legal status; legal immigration modernization; asylum and refugee processing; workforce visa reform; integration support; border management modernization); 15-year transition; federal-state coordination including tribal-nation engagement (Tohono O'odham Nation specifically for border-area tribal lands); comparison with prior comprehensive reform proposals (S.744 of 2013; U.S. Citizenship Act of 2021); comparison with international approaches (Canada points-based; Australia; Germany 2023 reforms); explicit acknowledgment of political and substantive tensions; and open issues including immigration economics review, USCIS administrative capacity review, workforce-economics review, border-management review, and integration-program effectiveness review. v3.6.0 completes the v4.0.0 four-pillar architecture proposal sequence; with this iteration the platform reaches a natural pause point with twelve pillars in place.

99. We The People Overview Slideshow — Option A (Light Update) 06_Presentation_Materials/06_We_The_People_Overview_OptionA_Light.pptx • PowerPoint slideshow, 17 slides (also available as PDF) Best for: Anyone wanting an updated overview slideshow that preserves the original sixteen-slide deck and adds one new slide for the four pillars added in 2026 (Long-Term Care, Federal Housing Investment, Climate Architecture, Immigration Architecture). Option A is the lightest of three slideshow alternatives produced for comparison; it preserves the original 'three problems share one underlying solution' framing as the original analytical insight, adds a forward reference at the bottom of slide three acknowledging the architecture extends to nine more pillars, inserts a new slide nine titled 'Four more pillars added in 2026' covering the four new pillars in the same two-by-two grid layout as existing slide eight, lightly updates the Going Deeper TOC slide to acknowledge the expansion. (The original sixteen-slide deck has been removed in v3.7.5; Option A supersedes it for the same audience while acknowledging all twelve pillars.) Options B and C will follow in subsequent iterations as alternative restructure approaches.

100. We The People Overview Slideshow — Option A (Light Update; PDF) 06_Presentation_Materials/06_We_The_People_Overview_OptionA_Light.pdf • PDF document, 17 slides Best for: Same content as TOC entry 100, in PDF format for distribution and viewing without PowerPoint. Auto-generated from the pptx file via headless soffice export. The PDF and pptx are kept in sync; both are part of the Option A slideshow alternative produced for comparison alongside Options B and C planned for subsequent iterations.

101. We The People Overview Slideshow — Option B (Medium Restructure) 06_Presentation_Materials/06_We_The_People_Overview_OptionB_Medium.pptx • PowerPoint slideshow, 18 slides (also available as PDF) Best for: Anyone wanting an overview slideshow that organizes the twelve-pillar architecture by funding mechanism. Option B is the medium restructure of three slideshow alternatives produced for comparison; it preserves the original 'three problems share one underlying solution' framing and the original three primary pillars detail (slides 4-6); replaces the existing slide 8 (Beyond the three primary pillars, which only covered four pillars) with three new slides showing all twelve pillars organized by funding architecture: a twelve-pillar overview slide showing four funding-mechanism categories; a five-payroll-funded-pillars slide (Healthcare, Childcare, Mental Health + Paid Family Time combined, Long-Term Care); a beyond-payroll slide (Civic Infrastructure with Federal Infrastructure Fee, Federal Housing Investment with general revenue, Climate Architecture with carbon price, Immigration Architecture with general revenue + user fees). 18 slides total. Option B is more substantial than Option A but preserves the original deck's primary pillar coverage.

102. We The People Overview Slideshow — Option B (Medium Restructure; PDF) 06_Presentation_Materials/06_We_The_People_Overview_OptionB_Medium.pdf • PDF document, 18 slides Best for: Same content as TOC entry 102, in PDF format. Auto-generated from the pptx file via headless soffice export.

103. We The People Overview Slideshow — Option C (Full Rebuild; Life-Stage Organization) 06_Presentation_Materials/06_We_The_People_Overview_OptionC_LifeStage.pptx • PowerPoint slideshow, 20 slides (also available as PDF) Best for: Anyone wanting an overview slideshow that organizes the twelve-pillar architecture by life stage. Option C is the full rebuild of three slideshow alternatives produced for comparison; it preserves the original 'three problems share one underlying solution' framing and the original three primary pillars detail (slides 4-6); replaces the existing slide 8 (Beyond the three primary pillars) with five new life-stage slides showing how all twelve pillars map to childhood, working age, retirement and aging, with cross-cutting infrastructure pillars on the overview slide and a final funding-architecture summary slide. Slide flow: cover, hook, three-problems-share-one-solution principles (preserved with refined caption pointing to life-cycle approach), three primary pillars detail (preserved unchanged), reinforcement, life-cycle overview slide, childhood (0-18) slide, working age (18-65) slide, retirement and aging (65+) slide, funding architecture summary, then the original built-for-what's-coming through TOC slides renumbered. 20 slides total. Option C provides the most emotional resonance via concrete life-stage framing while still delivering analytical depth via the funding architecture summary.

104. We The People Overview Slideshow — Option C (Full Rebuild; PDF) 06_Presentation_Materials/06_We_The_People_Overview_OptionC_LifeStage.pdf • PDF document, 20 slides Best for: Same content as TOC entry 104, in PDF format. Auto-generated from the pptx file via headless soffice export.

105. Citizen Accountability Architecture: Research Note (Future Direction) 05_Analytical_Framing/05_Citizen_Accountability_Architecture_Research_Note.docx • Word document, ~21 pages Best for: Anyone interested in the architectural thinking about whether and how the platform's transparency and information infrastructure could be extended to enable citizen-initiated accountability mechanisms (citizen votes triggering impeachment proceedings, recall, or other binding institutional action). The note documents the architectural vision (two-track architecture: Track A transparency and information infrastructure achievable without constitutional amendment; Track B citizen-initiated action mechanisms requiring constitutional amendment), the existing constitutional landscape (federal impeachment per Article I and II; absence of federal recall; state-level analogs; Article V amendment process), threshold calibration with international comparisons (Switzerland 2 percent; California 12 percent; EU Citizens Initiative), the non-partisan information institutional design question (sortition vs multi-party consensus vs court-appointed vs multi-perspective format), First Amendment constraints, sequencing strategy across four phases over 20-30 years, international precedents (Switzerland, California, EU, Israel), reducing corruption surface area through achievable mechanisms (whistleblower protections, FOIA expansion, financial disclosure, conflict registries, beneficial ownership, lobbyist transparency), open issues and limits, and the relationship to existing platform pillars. Explicitly NOT framed as a candidate Pillar Thirteen because the architectural category is different (constitutional infrastructure vs policy infrastructure) and the timeline is different (decades vs years). Captures the architectural thinking so it can inform future work without committing the platform to any specific position. ~107 paragraphs.

Recommended Reading Orders

The package supports multiple reading paths depending on your purpose. The orders below are suggestions; readers should adapt them to their actual needs and time available.

Quickest Path to Understanding (15 minutes)

Read the slideshow PDF (item 53). This single document captures the platform's complete architecture at high level, with visuals supporting the textual content. Most readers will find this sufficient for an initial encounter.

Comprehensive Overview (60-90 minutes)

Start with the manifesto (item 1) for the integrated vision. Move to the tax analysis (item 19) for the answer to the most important practical question. Conclude with the milestones document (item 21) for the picture of what success would look like. This three-document path provides a complete overview suitable for forming an informed view of the platform.

Policy Professional Path (4-6 hours)

Begin with the manifesto (item 1) to understand what is being proposed. Read the Community Contribution Plan white paper (item 9) for the foundational pillar's full analytical detail. Examine the Combined Reform Model (item 10) and the Education Fund Model (item 14) to verify the most important analytical claims. Read the milestones document (item 21) to evaluate whether the projected trajectory is plausible. The provenance document (item 20) provides context on how the work was developed.

Skeptic's Path (90-120 minutes)

Begin with the tax analysis (item 19) to address your most important objection directly. Read the manifesto (item 1) to evaluate whether the architecture matches what the tax analysis describes. Read the milestones document (item 21) with explicit attention to the section discussing the range of possible outcomes from optimistic to pessimistic. Conclude with the provenance document (item 20) for honest disclosure about how the platform was developed. This path is designed to give skeptical readers the evidence-based engagement that the platform invites.

Outreach Path (variable)

Use the slideshow PDF (item 53) as the document you share first. Have the manifesto (item 1) ready for readers who want more after the slideshow. Have the AI transition framing (item 4) ready for conservative or business-focused audiences. Use the Constituent Letter (item 8) when delivering materials to elected officials. Customize each delivery to the specific recipient based on what's most likely to engage them.

Researcher's Path (8+ hours)

Engage with every document in sequence. Start with the manifesto (item 1) and adjacent pillars document (item 2) for the complete vision. Move through the technical white paper (item 9) and concept documents (items 3, 6, 7) for the analytical framing. Examine the foundational mathematical models (items 10-18) to verify the analytical claims, and the additional component-specific models (items 34, 36, 38, 40, 42, 44, 46, 48, 50, 52) for the Civic Infrastructure pillar substantiation. Read the framing documents (items 19-21 for the original tax-and-milestones framing, items 22-52 for component-specific framing including the Civic Infrastructure substantiation work) for specific question answers. Conclude with the provenance document (item 20) for context on how the work was developed. This path supports academic engagement, journalistic verification, or comprehensive policy analysis.

“The package is designed to support the reader you are, not the reader you think you should be. Pick the path that matches your actual time, interests, and questions.”

Closing

The platform package is offered as a starting point for engagement, not as a finished product. Every document is designed to invite further conversation, verification, and refinement rather than to demand acceptance.

Readers who find the platform's analytical foundation sound but its specific proposals imperfect are encouraged to engage with the proposals critically, suggesting modifications that would strengthen them. Readers who find specific claims uncertain are encouraged to verify them against the underlying data sources, which are documented throughout the package. Readers who disagree with the platform's values commitments are encouraged to articulate which specific values they would substitute and what alternative architecture those substitutions would produce.

The platform belongs to no one in particular. Its author signed his name to the documents because the architectural vision and the values commitments are his. The platform's ultimate fate depends on whether its ideas survive the engagement of many other citizens, professionals, and elected officials over the years required for institutional change. The author offers the work and steps back.

This guide exists to support the engagement that follows. Readers should feel welcome to engage at whatever depth suits their needs, with the documents most relevant to their interests, in whatever order serves them. The package will be there whenever readers return to it.

“Thirty documents and a slideshow. The package will support whatever level of engagement you choose. Begin where it suits you to begin.”

106. Sovereign Education Fund: Substantiation 05_Analytical_Framing/05_Sovereign_Education_Fund_Substantiation.docx • Word document, ~13 pages Best for: External reviewers evaluating the Pillar Three (Sovereign Education Fund) architectural design. Substantiates the v3.7.14 expansion including no-cap academic-performance-based architecture, doctoral tuition plus living stipends, curriculum-approval framework with job-field-backward design, credit-transfer with substance test, student-support intervention architecture, federal liaison program, and counselor workforce buildout. Includes cost estimates (~$180-250B annually at steady state, 2.5-3.5% of Sovereign Fund returns) and six new Section 47 entries documenting external-expertise needs.

Jason Robertson

Ohio, 2026