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GBMT-1 · Research record · No. 1

Research Passes 1–3 — Index

childcare/research/README.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.

Pass 3 (2026-08-03) closed: H4.2 supported with criteria met (~40k CDA credentials/yr vs ~220k net-new hires required); H4.1 adjudicated at ~40% — parity is the largest single cost term but not a majority; ARPA replication check ran and found the evaluative literature does not exist yet (single-source-family confidence stands, register entry added); school-age unmet demand quantified (4 in 5 middle schoolers wanting afterschool can't get it — all-time high); anchors 6 (17 supermajority states, not ~12), 10 (DCFSA raised to $7,500 for 2026 — employer channel expanding on two tracks), 14 (Netherlands: 2,000+ children removed), 15 (NYC >60k in two years) closed. Three anchor rows remain blank by rule, none load-bearing.

Pass 2 (2026-08-03) added: adjudication-criteria.md and deviations-log.md (written before evidence, per §0.3/§19); the §4 FTE model (script, results) — 2.8M FTEs required, ~798k hires/yr flow, Anchor 5 corrected ~2×; the formal scorecardtop 4 stable under all four objective weightings (Head Start scaled, supply-first, public option, fallback ladder), H14.2 segmentation supported; the red-team pass (three confidence downgrades applied) and the feasibility steelman; anchors 5, 8, 19 verified plus the 10 Medicaid holdout states (FL/GA overlap finding).

First-pass execution of the protocol's workstreams (docs/research-inquiry.md), 2026-08-03. Each file states its findings with sources, hypothesis calls, and what remains. Baseline data work lives in ../baseline/; Phase 0 in ../docs/phase0-findings.md.

Workstream File Depth
§2 Baseline ../baseline/output/baseline-v0.md Data pipeline + national skeleton
§3 Cost ws03-cost.md Normalization seed
§4 Workforce ws04-workforce.md First pass
§5 Facilities ws05-facilities.md First pass
§6 Delivery ws06-delivery.md First pass
§7 Quality ws07-quality.md Adversarial pair done
§8 Demand ws08-demand.md Partial
§9 Market response ws09-market-response.md ARPA natural experiment
§10 Politics ws10-politics.md Skeleton
§11 Legislative ws11-legislative.md Key precedents
§12 Private capital ws12-private-capital.md Operator + employer channels
§13 Civil society ws13-civil-society.md Seed
§14 Architectures ws14-architectures-v0.md Evidence mapping (formal scorecard pending)
§15 Precedents ws15-precedents.md Cross-case synthesis
§16 Sequencing ws16-sequencing-v0.md Draft recommendation

The one-paragraph state of the inquiry

Across every design examined — Canada, Quebec, Germany, Australia, DC, and the US market itself — educators, not dollars, bind the ramp, and the instrument matters: supply-side operating grants demonstrably suppress prices and hold supply (ARPA), demand-side subsidies demonstrably inflate fees (Australia). The Byrd rule permits financing and kills mandates (the ARP minimum-wage strike is the controlling precedent), which points the procedurally viable path at funded supply and compensation with standards housed inside federal spending programs. The evidence increasingly favors a segmented design — K–12-formula extension for school-age (64% of children, red-state-durable precedent), mixed delivery under a fallback-laddered federal program for 3–4, and a supply-first-plus-caregiver-choice blend for 0–2, whose families demonstrably prefer home-based care. Sequencing follows: supply and compensation money first, demand-side eligibility second, dedicated revenue throughout, no sunsets — the ARPA cliff measured what a sunset does.

What pass 2 requires (highest-value first)

  1. Formal §14 scorecard under the §14.2 method (anchored scales, double scoring, objective weightings)
  2. §4 FTE-requirement model (H4.1/H4.2 formal adjudication) + per-hypothesis adjudication criteria per §0.3, written before pass 2 evidence collection
  3. SIPP/NSECE microdata pass (H2.1 formal adjudication; paid-care precision)
  4. Primary-source passes flagged in ws10 (1971 veto text), ws06 (Medicaid holdouts, tribal), ws11 (CRS compilations), ws13 (union resolutions, opposition primary texts)
  5. Remaining anchors (rows 6–11, 14–20) and the §17 register update
  6. Red-team pass and steelmanned feasibility case assembly (§0.3, §19)
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