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GBMT-1 · Research record · No. 1

Phase 0 Findings

childcare/docs/phase0-findings.md
This is a working research document from the childcare filing, published as written — including the parts later corrected. It is the underlying record for Whitepaper No. 1, not a summary of it.

Date: 2026-08-03 Scope: First pass per §19's phase-gate — verify the ★ Anchor Table rows, prove the §0.2 literature-search pipeline, scan the §15 precedent additions. Go/no-go input for full execution.

Verdict: GO, with two prior-updates

No kill condition fired. The baseline data exists, the search pipeline works, and nothing found contradicts the protocol's structure. Two priors move:

1. The workforce-binds hypothesis just got its strongest evidence — before execution even started

Canada's CWELCC — the §15 addition this protocol's review called "the single most relevant live case" — is underdelivering on exactly the constraint this protocol treats as primary:

Implication: §4 (workforce) and the Canada case in §15 should be executed early and deeply — they were already ranked high; this confirms it. The money arrived in Canada; the educators did not. That is H4.2's mechanism operating at national scale.

2. CBO already prices in state non-participation

The verified BBB score ($381.5B for childcare + pre-K, 2022–2031, vs. the $400B line item) embeds an assumption of substantial state non-participation — the official scorer treats §11.4's federalism problem as the base case, not a tail risk. Any §14 architecture without a federal fallback is being scored (fiscally and politically) as partial-coverage from day one. Strengthens H11.3 (fallback is the highest-value design feature).

Anchor verifications (rows completed in §20)

Row Result
1. BBB cost Verified with delta — $381.5B CBO score vs. $400B line item
2. ARPA cliff Verified with nuance — two-stage cliff: $24B expired 2023-09-30, $15B wound down through Sept 2024
3. Labor share Widened — Treasury floor is 50–60%, center personnel commonly 70–80%; protocol's ⅔–⅘ was too narrow at the bottom
5. Workforce baseline Industry ≈1.05M jobs pre-pandemic (derived from BLS CES); the additional requirement remains §4's job
12. Red-state pre-K Confirmed — GA 1995 (first; lottery; mixed delivery), OK 1998 (funding formula; >70% of 4s, the nation's highest), FL ballot-approved, operating 2005
13. Canada Verified and materially updated — see above

Literature pipeline: proven, no connector required

OpenAlex's free API (no auth) returned the §0.2 canon on the first query — Baker–Gruber–Milligan (NBER w11832; 271 citations), Cornelissen et al. (JPE 2018), and the BGM long-run follow-up (AEJ:Policy 2019). Working pattern:

curl 'https://api.openalex.org/works?search=<terms>&per-page=25&select=id,title,publication_year,cited_by_count,doi'

Semantic Scholar's API is the backup channel; NBER/RePEc via web fetch. No MCP connector for academic search exists in the registry as of this date, and none is needed.

Notes for full execution

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