Commons · Common Record Series · proposed module document
PATRONAGE v0.2.1 · module specification · enabling the Program Stack

Program Patronage
A Proposed Module PRD and Specification

A proposal, open to discussion and revision, for the module that would enable the Program Stack Patronage Plan inside the Common Information System as built. It describes how Programs organize the Opportunities surfaced in the commons, how participants would explore both through a Programs view in the intranet, how a Contribution would become a record, and how the year would close. The specification stands adopted as the module's shape by the merge of 2026-07-22; its policy content, the rates, the counting rules, the Program designations, remains the board's to adopt, and none of it is the board's word yet.

Specification · adopted by merge 2026-07-22 policy content awaits board acts · rates, counting rules, designations Share packets blocked · Q3 emits · anticipated · 000N_patronage_verbs.sql no change to the event log model
cites · PSPP v1 · PRD v0.3 §2 §4 §11 · IM v0.1 Laws I–XI · AM v0.1 §5 §7 §9 · VS v1 · BP v1 · Bylaws v2.1 §18.1 §6.2.1 §2.9 §4.1 §4.4 §3.1 §1.13 and Art. XVI as carried by 0002 and 0005 · the Labor Schedule (formerly cited as Schedule A), adopted 2026-06-24
v0.2 · reframed as a proposal; adds §4 Programs and Opportunities and §8 the Programs view, on Todd's direction, 2026-07-22
v0.2.1 · reconciliation (X-13), 2026-07-27: the adopted posture recorded; the fold surface address follows the built door at /intranet/share/ (U-07); superseded wording kept in history
address · adopted as PATRONAGE by the ledger splice merged 2026-07-22; SHR and PAT, the alternatives once floated, were not taken
§1

Position and voice

what this document is, and is not

This is a proposal, and it should read like one. The Program Stack Patronage Plan is itself a draft before the board, traveling with reviewer checkpoints for counsel, the CPA, and the directors; nothing it proposes is settled.1 This document sits one layer down and inherits that posture entirely: it sketches the module that would enable the program stack if and when the Plan adopts, in the substrate terms of the CIS as actually built. Where it uses the language of specification, kinds, payloads, verbs, that precision is in service of discussion, not in place of it. Every should below is offered; any of them can be argued down.

Three instruments meet here and none replaces another. The Plan is board policy in the making: the six Primitives, the archetypes, the Labor Schedule, the Default Policy, the year-end sequence. CIS PRD v0.3 is the system specification: it names See your share as Slice 04, read-only at first, blocked by the counting rules, and holds the ten principles that bind every module.2 This proposal is the joint between them, and, in v0.2, it also reaches sideways: Programs, internal to the LCA, are organizing bodies for the Opportunities surfaced in the commons, so the module touches the Find slice as much as the Share slice, and §4 and §8 describe that bridge.

One boundary is proposed before anything else. PRD v0.3 places treasury execution, distributions and multi-signature authorization, outside the launch slices, sequenced later under a name not yet settled.2 This module would therefore record value and allocation as events and never move money; where the Plan's year-end sequence reaches cash, the module writes the commitment record and stops. And like everything in the series, the document observes Law X: the instrument drafts, surfaces, and proposes; deciding, signing, and governing sit with people. Nou holds no role and no grant in the deployed policy set, and nothing below would change that.5

§2

The substrate as found

verified against 0001, 0002, 0005

The Plan's Section 9 claims that nothing in it requires modification to the underlying event log model. Read against the applied migrations, the claim holds.3 The events table already carries every field Section 9 asks for, most as named columns rather than payload conventions:

the Plan asks forthe substrate holdsground
the member (Agent)events.agent_idwhom the event concerns
who recorded itevents.actor_agent_idhuman actor where bylaws assign the act to a person
the Program tagpayload · agents.kind = 'program'Programs are agents already; contract in §5
the Primitive typepayloadcontract in §5
the computed valuationbook_delta · tax_deltaboth deltas even when equal, Law VII
valuation basisvaluation_methodFMV at contribution; revaluation only by explicit event
the verifying Coordinatorvaluation_approver_agent_idapproval is a column, not a convention
documentation referencepayloadcontract in §5
timestampoccurred_at · recorded_attwo instants, contemporaneity checkable
book and tax projectionscapital_accounts viewa fold, not a table; runs as the asker since 0005

Four further findings shape the proposal. The agreements table is built for versioned instruments whose computations bind to the version in force, and its own comment anticipates a code named POLICY-PATRONAGE, so policy configuration has a first-class home.3 The write policy on events admits members only to signature, registration, opportunity, and gathering kinds; every capital write is, by standing authority, a definer function or an overseer act, which is the write discipline this proposal adopts rather than invents.4 The appointment enum in role_grants is closed at director, secretary, treasurer, steward; there is no Coordinator office, and §6 argues none should be added. And the opportunities table carries an author, a kind, a lifecycle, and no Program reference at all, which §4 treats not as a gap but as the shape Law II expects: an affiliation is a relationship, and every relationship is an event.3

What the substrate does not yet hold, this proposal declares rather than migrates: the affiliation and payload contracts (§4, §5), the configuration convention (§7), and the write verbs (§10). The schema is untouched.

§3

Vocabulary

inherited, then extended

The Plan's defined terms carry into this proposal unchanged and capitalized as there: Program, Contribution, Primitive, Capital Account Credit, Coordinator, Patron Class.1 The six Primitives are HOURS, REVENUE, CASH, OUTPUT, PRESENCE, PROPERTY, a closed set under board authority. To these, v0.2 adds the relationship Todd named as the module's internal ground: a Program is an organizing body for Opportunities surfaced in the commons. An Affiliation is the recorded relationship between one Opportunity and one Program; it is optional, since not every Opportunity has a Program behind it. A Posting Path is a verb sequence that ends in a capital event; a Valued Event is a row in events whose kind begins capital. and whose deltas are set; the Fold is the capital_accounts view; an Allocation Run is the recorded execution of the Plan's year-end sequence.

Vocabulary discipline holds throughout: this is Subchapter K machinery, so balances are 704(b) capital accounts, year-end results are distributive shares, and the retired Subchapter T terms do not appear. Patronage survives as it survives in the Plan's own name, a correctly scoped internal term for the contribution-counting layer, never a tax characterization.

§4

Programs and Opportunities

the bridge between Find and Share

The opportunity board is where engagement begins: play, practice, and work, posted by members, responded to between responder and author, resolved as events. Programs give some of that activity an organizing body: a purpose, a Coordinator, a ratified way of recognizing what the work is worth. The proposal treats the relationship exactly as Todd framed it. Not every Opportunity has a related Program, and nothing forces one; an unaffiliated Opportunity is pure Find, and it stays that way. But an Opportunity can be affiliated with a Program, and once it is, engagement through it becomes eligible for patronage and other recognition under that Program's policy in force.

Because the opportunities table carries no Program column, and because Law II says every relationship is an event, the Affiliation is proposed as a recorded event rather than a schema change: kind opportunity.affiliated, concerning the Program agent, carrying the opportunity in its payload, written by the Coordinator or the author through the Program's own path. The board's view of an Opportunity's Program is then a read-time fold, exactly as every other derived fact in the system is. If read-time folding ever proves heavy in practice, the alternative is a nullable program reference on the opportunities table, which is a schema change and therefore an escalation; that road is named here so choosing it later is a decision, not a drift.

Eligibility flows from the Affiliation, not from the board itself. When an affiliated work or practice Opportunity resolves, its resolution can seed a patronage claim, HOURS or OUTPUT most naturally, referencing both the resolution and the policy version in force, and the claim walks the same verification path as any other (§10). Other recognition is deliberately left open: the Plan's PRESENCE Primitive covers recorded participation, and any non-capital acknowledgment the cooperative wants beyond that is a future policy question this proposal names without inventing.

§5

The event contract

kinds, columns, payload

The module would write these kinds and no others, each named noun-first in the house grammar, each allocation-sequence kind tied to the Plan step it records:

kindrecordsactorplan step
opportunity.affiliatedan Opportunity joined to a Program, per §4; optional, revocable by a compensating eventCoordinator or author, by verb·
capital.contributiona valued Contribution under one Program and one Primitiveoverseer verb; member claim path per §10feeds 01
capital.revaluationexplicit revaluation of a prior contribution; never a mutationoverseer·
patronage.claima member's self-reported contribution awaiting verification; carries no deltasthe member, by verb·
agreement.adopteda policy instrument taking force, parameters in payloadsecretary or steward, on board act·
allocation.run_openedthe fold's cut instant for the fiscal yeartreasurer or steward01
allocation.pnl_finalizednet profit or loss for the year, reconciledtreasurer02
capital.allocationone member's distributive share, by capital ratio; both deltastreasurer or steward, by verb03
allocation.patron_checkthe 51% Patron Class benefit floor, attesteda director, for the board04
allocation.qio_applieda loss redirection under the qualified income offset, when triggeredtreasurer05
capital.distributionthe tax-covering distribution commitment, linked to its allocation per Law VIIItreasurer06 · record only
allocation.k1_issuedK-1 issuance for the run, member manifest in payloadtreasurer07 · record only

For capital.contribution the columns do their standing work: agent_id is the member, actor_agent_id the human recorder, valuation_approver_agent_id the Coordinator of record, occurred_at the contribution instant and recorded_at the posting instant, so the Plan's fourteen-day contemporaneity rule for HOURS is checkable from the row itself. Deltas follow Law VII, book and tax both, equal by default. The payload carries what the columns do not:

-- proposed payload contract · capital.contribution
{
  "program_agent_id":    uuid,   -- agents.kind = 'program'; Default Policy posts to the cooperative agent
  "primitive":           "HOURS" | "REVENUE" | "CASH" | "OUTPUT" | "PRESENCE" | "PROPERTY",
  "quantity":            numeric, -- hours, revenue usd, units, occurrences, fmv usd
  "rate_basis":          text,    -- labor_schedule tier code, revenue_pct, output unit code, presence_credit, documented_fmv
  "policy_agreement_id": uuid,    -- the version in force that valued it
  "documentation_ref":   uri,
  "claim_event_id":      uuid?,   -- present when promoted from a member claim
  "opportunity_id":      uuid?    -- present when the contribution flows from an affiliated Opportunity's resolution
}

Two pins would complete the contract. Every capital event posts on the entity book: a member's capital account is a relation to the cooperative, not to a hosted program arc, so Law IX's host book carries the program's operational happenings, and the Contribution credit those happenings earn lands entity-side referencing them. And the three status axes behave as everywhere else: provenance real unless a surface is explicitly simulated, settlement settled for posted contributions and anticipated for commitments awaiting the treasury module, temporal state never stored.

named departure · offered

The entity-book pin is a proposal, not something the Plan or the IM states outright. The alternative, capital events split across books with the fold filtering to entity, adds a filter the current view does not have. If the pin is wrong, say so and §5 revises before any verb lands.

§6

The Coordinator, without a new office

roles and segregation

The Plan makes the Coordinator load-bearing: a member designated by the board to administer a Program's policy and verify its Contributions, who never approves their own.1 The tempting implementation is a fifth value in the appointment enum. This proposal argues against it, and the argument is open: offices in role_grants are bylaws offices, per the Authority Map's own comment, and the Coordinator is not one. A Coordinator is a creature of a Program policy, board-designated when that policy adopts, scoped to that Program, ending when it sunsets.

So the designation would live where the Plan puts it: in the Program's policy instrument. Each Program policy is an agreements row, code POLICY-PATRONAGE-<program>, versioned and effective-dated, and its agreement.adopted event carries the machine-readable parameters, the coordinator among them (§7). The posting verbs enforce the segregation the Plan requires: the approver on a capital.contribution must equal the coordinator named by the version in force for that Program, and must differ from the member being credited. Cross-verification for a Coordinator's own contributions falls to the Financial Systems Committee's officers, which the deployed policy set already recognizes. Members read their own records at any time; that right is already the events read policy, capital included, under Bylaws §18.1 and §6.2.1.4

One visibility cell is genuinely missing, and §8 adds a second like it: the Coordinator's monthly view of their Program's activity, which the current read policy does not grant. Two honest routes exist, an additive read policy scoped by the program reference, which is Authority Map territory and belongs in an AM v0.2 addendum with its anchors stated, or definer functions that return the summaries without widening row access. This proposal suggests the second for launch, because it ships without touching the policy set, and names the first as the durable form. Both routes are gathered in §15 for one decision.

§7

Configuration as record

rates are data, never code

No rate, weight, or unit value would appear in any view, verb, or check. Every number the Plan proposes, the Labor Schedule tiers, the REVENUE percentage, the OUTPUT unit values, the PRESENCE credit, enters the system as an adopted instrument and is read from the record at valuation time, so a rate change is an amendment event and history stays computable under the version that governed it. Cite as you enforce, Law IV, applied to money.

instrumentagreements codecarries in its adoption payloadstanding
Labor ScheduleLABOR-SCHEDULEthe four labor tiers and their ratesadopted 2026-06-24; row and event to be entered at §12 R1. Recoded from SCHEDULE-A by decision record 2026-07-24: that code stands in the record with the Bylaws schedule of stock prices and membership dues, entered the same day
Counting RulesCOUNTING-RULESadmissible event kinds, FMV confirmations, REVENUE percentage, OUTPUT and PRESENCE values, first accounting yeardrafted; v1 staged at counting-rules; Q3 remains before the board and resolves on adoption
Default PolicyPOLICY-PATRONAGE-DEFAULTHOURS only at Labor Schedule rates; scope of unattributed activityadopts with the Plan
each Program policyPOLICY-PATRONAGE-<program>purpose, coordinator_agent_id, active Primitives, weights summing to 100, output units and values, funding bounds, lifecycle, reviewper Program, by board resolution

The agreements table carries no payload column, deliberately; parameters travel in the adopting event's payload, the instrument row holds identity, version, and effective date, and the prior column preserves what a governed record changed from. Amendments are prospective only, as the Plan requires: a new version, a new adoption event, and the fold untouched behind it.

§8

The Programs view

a principal view of the commons portal

This is the surface v0.1 was missing, and it is key to the PRD. Programs are internal to the LCA, so their view belongs inside the commons portal at techne.coop/intranet, behind the auth gate, in two forms: a principal page of its own at /intranet/programs/, and a primary window on the intranet Overview beside the member's other principal windows, so exploring Programs is a first thing a signed-in participant sees, not a thing they hunt for. The page and the window read the same record; the window is the door, the page is the room.

What a participant finds there is the cooperative's organized life, arranged for engagement:

elementshowsreads from
the rosterevery Program as a card: name, purpose, Coordinator, archetype, and its policy standing, in force, in formation under the Default Policy, or sunsetagents.kind = 'program'; the POLICY-PATRONAGE instruments and their adoption parameters
open Opportunities, by Programeach Program's affiliated open Opportunities from the board, with the standing respond path beside eachopportunities; the §4 affiliation fold
the unaffiliated shelfopen Opportunities with no Program behind them, so pure Find stays visible and nothing implies a Program is required to engageopportunities without affiliation
how recognition works herethe Program's active Primitives and weights, and, once Q3 records, what engagement is worth under the version in forcethe adoption payload; plain rendering, no stored copy
the engage pathsrespond to an Opportunity; register for the Program's gatherings where it hosts any; reach the Coordinatorthe standing Find and Gather surfaces, linked, not duplicated
the Overview windowa primary card: Programs by count and standing, a spotlight, open affiliated Opportunities, one door to the pagethe same reads, summarized

The visibility ground is mostly already laid: members read the full agent roster under Bylaws §2.9, every Opportunity under the Find policies, and every instrument row under Art. XVI and §1.2.9.4 Two cells are missing, and they are the same shape as §6's: affiliation events and adoption parameters live in the events table, which members read only where an event concerns them. Principle 07 is the anchor that closes both, democratic by default, any member sees what governs them, board policies accessible without friction.2 The durable form is an AM v0.2 addendum granting member read on the opportunity and agreement namespaces; the launch form is the same definer-function route as §6. One decision covers all three cells, gathered in §15.

placement · adopted from Todd's direction, seam named

The sibling surfaces to date, join, agreements, directory, gatherings, opportunities, live under /commons/ with the intranet as the auth shell. This view is placed inside /intranet/ deliberately, on the direction that Programs are internal organizing bodies. If the cooperative later prefers one address family for all member surfaces, moving the page is mechanical; the placement records a frame, not a constraint.

§9

The fold, traceability, and the three doors

Law IV and Law VII, on a screen

The capital_accounts view stays exactly what it is: one row per member, a book fold and a tax fold over capital events, running as the asker so it shows only what the events policy already shows.3 This proposal adds no stored balance anywhere and no second truth. The member surface at /intranet/share/ would render three things from the same record: the balance pair, the itemized history, which is the member's own capital events in order, and, on every line, the citation trail: the event id, the Program, the Primitive, the quantity and basis, and the policy instrument and version that valued it, with a line that flowed from an affiliated Opportunity linking back to it. The slice sentence in PRD v0.3 is the acceptance test written as prose: follow any figure to the events and the policy that produced it, and never hit an unexplained boundary.2

The three doors hold without addition. Browse is the Programs view of §8, /intranet/share/, and the Coordinator desk when the claim pen opens. Ask is the natural-language door over the identical record. Verify is the event log and the fourteen export views already deployed, which carry every kind this module would write without amendment; the rehearsed walkaway has already proven the fold reconstructs byte-identically, so the module inherits X-03 and X-09 and adds nothing to them. The map names the slice See your share and its door Your share, standing parked at /intranet/share/ since U-07; the Programs view takes its place in the intranet rather than the public nav, and whether it ever earns a nav position is a later, smaller question. amended 2026-07-27 · the address follows the built door

§10

Write paths

verbs, and who holds the pen

All capital writes would ride security definer verbs, the pattern the signature flow set when B-04 escalated and 0003 landed: one atomic function per act, the human actor validated against role_grants, refusal messages that cite the rule refused. The member insert policy on events is not widened for capital kinds; the verbs are the only doors.4 The affiliation verb is the one exception in spirit, since opportunity.* kinds are already member-actionable; it still lands as a verb so the Coordinator-or-author rule is enforced somewhere the interface cannot forget it.

Slice 04 is read-only at first, and the proposal phases the pen to match. In the first phase the overseer posts: post_contribution takes the member, the Program, the Primitive, the quantity, and the documentation reference, reads the version in force, computes the deltas, sets the approver, and writes one capital.contribution. In the second phase, opening per Program as its policy adopts, the member's own pen is a claim: submit_claim writes a patronage.claim, deltaless, optionally citing the affiliated Opportunity it flows from, and the Coordinator's promote_claim verifies it into a capital.contribution that references the claim, so self-report and verification are two events by two people and the fold counts only the second. Corrections are compensating events through the standing corrects reference; nothing is ever edited.

The allocation run is a verb sequence in the order the Plan fixes: open_run cuts the fold; record_pnl enters the reconciled figure; post_allocations computes each member's share by capital ratio at the cut and writes the capital.allocation rows, both deltas; record_patron_check attests the 51% floor under a director's hand; apply_qio redirects any deficit-creating loss; record_distribution and record_k1_issuance close the record. Determinism is a requirement, not a hope: given the cut instant and the P&L figure, the allocation rows are a pure function of the log, which is what makes the gate's hand-check possible.

escalation · standing

Everything in this section is money, and money is a stop-and-ask category under the Build Protocol. The verbs would land as one migration, 000N_patronage_verbs.sql, only after this proposal is discussed and adopted, and only on Todd's word, with the migration number taken from the chain as it stands that day.

§11

The year-end sequence and the treasury boundary

Plan §7, mechanized

The Plan's seven steps map one-to-one onto the §5 kinds and the §10 verbs, each a recorded event tied to the provision that authorizes it, none authored as a date. Steps 01 through 05 complete entirely inside this module. Steps 06 and 07 are where a missing sentence belongs, and here is the proposed wording: steps 06 and 07 record in this module as linked commitment events per Law VIII, and the movement of cash they describe executes only through the treasury module that PRD v0.3 sequences after the launch slices, so no allocation run in this module moves money, and no distribution timing can precede the qualified income offset check that step 05 records. Until the treasury module exists, capital.distribution rows carry settlement anticipated, the honest mark for a commitment the engine holds and the bank has not yet seen. The sentence is offered to the Plan's own Section 9 as the light amendment already flagged; it changes no step, only names the seam between recording and execution.

§12

Phasing as readiness conditions

no dates, by design

The Plan's implementation section phased by calendar, Default Policy in the first quarter and Program policies in the second. The roadmap grammar retired calendar phasing in favor of readiness conditions, and this proposal restates the same intent in that grammar. Notably, the Programs view does not wait for Q3: exploring Programs and their Opportunities is a Find capability, and it can open with Programs shown honestly as in formation before a single rate exists.

conditionopenswaits on
R0the Programs view, page and Overview window, with affiliation livethis proposal adopted; the Find train verified; the §15 visibility decision taken
R1Default Policy posting, overseer pen; the fold and /intranet/share/ go liveQ3 counting rules recorded; the Labor Schedule entered as instrument and event (LABOR-SCHEDULE, recoded 2026-07-24); the §10 verbs applied
R2a Program's Primitives and its member claim penthat Program's policy adopted with its Coordinator named; per Program, not global
R3the PROPERTY posting paththe 704(c) methodology election recorded on CPA confirmation; until then PROPERTY refuses
R4the first Allocation Runfiscal close with P&L finalized; Q4 class semantics recorded, since the patron-majority check computes against Patron Class membership

R2 repeats per Program indefinitely; that is the polymorphism the Plan promises, a closed Primitive set under an open Program set, and nothing in this module needs to change when the next Program adopts.

§13

Verification

acceptances and the gate

Each acceptance below is a sentence a person demonstrates or a probe the suites assert, in the Verification Spec's grammar:

  1. A signed-in member opens the Programs view and finds every Program with its standing honestly marked, its affiliated open Opportunities beside it, and the unaffiliated shelf intact.
  2. An Affiliation resolves to its event: from the board or the Programs view, the link between an Opportunity and its Program traces to the opportunity.affiliated row that made it.
  3. A posted contribution appears in the member's fold and itemized history in the same read, with its event id, Program, Primitive, and policy version visible on the line, and its Opportunity linked where one seeded it.
  4. Every figure on /intranet/share/ resolves to its events and its instrument; the Law IV probe walks one balance to its inputs and finds no unexplained boundary.
  5. A verb refuses a Coordinator approving their own contribution, and the refusal cites the Plan's segregation rule; the probe matrix gains this cell.
  6. Given a cut instant and a P&L figure, the allocation rows recomputed by hand equal the posted rows in both projections; the standing G-S sentence, unchanged: the fold shown equals the fold computed by hand.
  7. The member allocation deltas for a run sum to the finalized net figure, a Law III conservation check the suites assert on every run.
  8. The rehearsed walkaway continues to reconstruct the fold byte-identically with the new kinds present, which the weekly harness will demonstrate without being asked.
§14

The packet splice, proposed

the S train, and one packet for Find

The roadmap ledger and the build dashboard currently describe different packets under S-01 and S-02: the ledger holds a capital account view and an allocation event, the dashboard holds contribution posting paths and a fold surface. Read against this proposal, the divergence resolves as an under-decomposition rather than a contradiction; the union is the train. And the Programs view, being a Find capability unblocked by Q3, is offered as a Find packet rather than a Share one, with the placement itself open: if it reads better inside the Share train as its opening packet, the entries renumber and nothing else changes.

# proposed splice · one Find packet, three Share packets, the gate unchanged
# adoption is the merge, and the merge is Todd's
- address: F-04
  title: The Programs view
  intent: Programs as organizing bodies for Opportunities; the principal page at /intranet/programs/ and the Overview primary window, per PP §8.
  status: open · PP adoption
  cites: [PP, PRD, AM, IM]
  ready_when: PP adopted. F-01 through F-03 verified. The §15 visibility decision recorded.
  deliverable: /intranet/programs/; the Overview window; the affiliation verb.
  acceptance: Explore every Program and its open Opportunities; trace one Affiliation to its event.

- address: S-01
  title: Contribution posting paths
  intent: The §10 verbs land; a valued Contribution posts with both deltas per Law VII.
  status: open · Q3
  cites: [PP, IM, AM, PRD]
  ready_when: G0 attested. Q3 counting rules recorded. PP adopted.
  deliverable: 000N_patronage_verbs.sql; the Labor Schedule and Counting Rules entered as instruments.
  acceptance: A contribution posted by verb appears in the poster's fold, citing its policy version.

- address: S-02
  title: The fold surface
  intent: /intranet/share/ shows the balance and the itemized history with traceable inputs per Law IV.
  status: open · Q3
  cites: [PP, IM, AM, PRD]
  ready_when: S-01 verified.
  deliverable: /intranet/share/ over capital_accounts and the member's own capital events.
  acceptance: Follow any figure to the events and the policy that produced it.

- address: S-03
  title: The allocation run
  intent: The Plan §7 sequence executes as recorded events, steps 01 through 05, with 06 and 07 as commitment records per PP §11.
  status: anticipated
  cites: [PP, IM, AM, PRD]
  ready_when: S-02 verified. Fiscal close. Q4 class semantics recorded.
  deliverable: The run's event trail; the patron-majority attestation under a director's hand.
  acceptance: Hand-computed allocation equals posted allocation, both projections.

- address: G-S   # unchanged in sentence; ready_when follows the splice
  ready_when: S-03 verified.

The first accounting year can reach G-S before a full year elapses by demonstrating S-03 on an illustrative run, provenance marked, if the gate ceremony prefers not to wait for a fiscal close; that choice belongs to the Gate Book, not to this proposal.

§15

Open items, gathered for discussion

routed, not decided

The Plan travels to the board with three reviewer sets, entity counsel, tax counsel or the partnership CPA, and the board itself, and those checkpoints carry forward here by reference and unaltered.1 This proposal adds the mechanism-side items that surfaced in drafting, each routed to its person:

itembears onrouted to
the visibility decision: one AM v0.2 addendum granting member read on the opportunity and agreement event namespaces plus the Coordinator's program summary, anchored in Principle 07, Art. XVI, and §18.2 sensibility; or definer functions at launch with the addendum later§6 and §8; gates R0Todd, then the AM's next version
Programs view placement, /intranet/ per direction, with the /commons/ address family seam named§8adopted unless revisited
F-04 versus an S-train opening packet for the Programs view§14Todd, at the splice
QIO structure without a DRO, per Bylaws §5.3.4 and §5.6the wording step 05 attestsCPA, pending confirmation
704(c) methodology for PROPERTY; book-up trigger policy; parallel book and tax maintenancewhen tax_delta may diverge from book_delta; R3tax counsel and CPA
Q4 class structure, patron and investor designwho holds accounts; the step 04 floor computationboard and counsel
the Board delegation resolution seating the steward, marked Anticipated in the deployed policy commentsevery steward act §5 assignsthe board; confirm adopted or schedule
the entity-book pin, the affiliation-as-event route, and the claim-then-promote penspecification shape, §4 §5 §10Todd, accept or revise

Nothing here is legal or tax advice; it is research shaped for the people who give that advice, in the standing division of labor.

§16

What this proposes, and what it does not decide

status honesty

This document proposes a shape and nothing more. It does not set a rate, a weight, or a unit value; those are the Plan's proposed defaults awaiting their reviewers. It does not write the Q3 resolution or presume its content beyond the fields §7 reserves for it. It does not designate a Program, name a Coordinator, or seat a steward. It does not build the treasury module or move any money. It does not merge its own splice, and it does not adopt itself. It is not board-mandated and it is not closed: it is a proposal drawn concretely enough that the board, counsel, the Financial Systems Committee, and the members have something specific to question, amend, or refuse, which is the only way a shape like this should ever harden into a system.

Sources

  1. The Program Stack Patronage Plan, Patronage Policy v1, Draft before the board: definitions, the six Primitives, archetypes, Labor Schedule, Default Policy, the §7 sequence, governance, and the reviewer checkpoints.
  2. CIS PRD v0.3: the ten principles, Principle 07 among them; Slice 04, See your share, read-only at first, blocked by Q3; §11 open questions Q3 and Q4; treasury execution sequenced beyond the launch slices.
  3. 0001_substrate.sql as applied 2026-07-11: the events columns, the capital_accounts view and its stub comment, agents.kind, the opportunities and responses tables, the agreements comment anticipating POLICY-PATRONAGE; 0005_matrix_conformance.sql: the view runs as the asker.
  4. 0002_policies.sql as applied 2026-07-11: events read under Bylaws §18.1 and §6.2.1; the member insert scope; agents read under §2.9; agreements read under Art. XVI and §1.2.9; the Find policies under §18.2; role_grants and the closed appointment enum; the steward delegation marked Anticipated under §1.13 and §4.1.
  5. IM v0.1, the eleven laws, carried one-line each with full statements in The System Before Its Name §2; Laws I, II, III, IV, V, VII, VIII, IX, X, XI are load-bearing above.

PATRONAGE v0.2.1 · Program Patronage · Module PRD and Specification · specification adopted by merge 2026-07-22; policy content awaits its board acts · cites the series · emits, anticipated, 000N_patronage_verbs.sql and the §14 splice as taken · Nou drafts; Todd decides; the board adopts · RegenHub, LCA · Boulder, Colorado · 2026-07-22, amended 2026-07-27