HORIZON FOUNDATION R-2 PRACTICE PACK
Sopact Academy course: Rethink grant review before you buy another grant system

ALL DATA IN THIS PACK IS FICTIONAL. Horizon Foundation, Lake County, Marlow County,
Eastgate Youth Works and every organization, employer, reviewer, figure, filing and
email address (.example) are invented for practice. No real applicant data is included.
Any resemblance to a real organization is coincidental.

THE ROUND
Youth Pathways Fund, round R-2: one-year grants of up to $25,000 for youth employment
programs serving 16-24-year-olds in Lake County. 64 applications, 6 reviewers
(R1-R4 staff, R5-R6 community volunteers), 10 awards. You play Horizon's grants
manager and follow A-31, Eastgate Youth Works, from application to its first report.

FILES
workbook.pdf
  Printable workbook. Step N matches Lesson N's "Put it into practice" exercise, with
  the deep-dive exercises as optional add-ons. Includes the Eastgate award terms and
  onboarding notes (step 3), the Eastgate Form 990 extract (step 3), a pilot checklist,
  a vendor test script template and answer notes for every step.

horizon-r2-applications.csv
  The 64 applications, A-01 to A-64. One row each: organization, metadata, the four
  eligibility gate answers, request amount and budget request line, short answers to
  the four narrative questions (need and who you serve; program and pathway; delivery
  plan and partners; how you will know it worked), budget note, employer or partner
  letter, documents received, Form 990 status, intake status, eligibility check,
  clarification and conflict logs, assigned reviewers, AI-suggested criterion scores
  and total (for reviewer verification, not decisions), decision, award condition and
  Q1 reporting status as of the board-meeting morning (day 25 after Q1 end).
  Key records: A-17 (reviewer R3's declared conflict, reassigned to R5), A-31 (Eastgate
  Youth Works, $24,000, 70/100, awarded with a condition), A-44 (fiscal-sponsor letter
  missing at submission, held for one clarification, then scored), A-58 (not eligible:
  serves Marlow County, outside Lake County).
  Barriers are coded from the "need and who you serve" answer.

horizon-rubric.csv
  Eligibility gates and the four criteria with weights 30 / 30 / 20 / 20, anchors 1-5
  and evidence sources, in two versions: v1.0 (inherited wording, before calibration)
  and v1.1 (calibrated on A-31; delivery-feasibility anchors as written in the rubric
  deep dive). Budget justification and learning-and-reporting-plan v1.1 anchors are
  left for you to write (rubric deep-dive exercise); samples are in the answer notes.
  Contribution = weight x score / 5.

calibration-scores.csv
  The calibration record for A-31: the AI-suggested scores, the two reviewers whose
  delivery-feasibility scores split (R2 gave 4, R6 gave 2), their reasons and cited
  passages, the anchor change and the resolved scores (4 / 3 / 4 / 3 = 70), plus a weak
  (A-62) and a borderline (A-26) calibration sample.

eastgate-q1-update.csv
  Eastgate's Q1 update for A-31, one row per reported item, with source document and
  location: 180 registrations, 150 eligible participants, 108 of 150 attending at least
  3 of the first 4 sessions, placements not yet due, budget versions 1 and 2 (the $2,000
  move from materials to transport stipends approved in Q1), Q1 planned spending,
  reported expense, cash paid, an approved unpaid invoice, the open condition, and award
  context rows from Horizon's record.

HOW TO USE
Read a lesson, then work its step in workbook.pdf with the files it names. Open the
CSV files in any spreadsheet tool. Compare your work with the answer notes at the back
of the workbook.