外注・採用・partner operating pack

最終確認: 2026-08-02
用途: 外注、managed vendor、雇用、紹介、affiliate、sales agent、reseller、implementation/support partner、white-label、OEM を、顧客責任・品質・現金・創業者時間・終了証拠まで一件ずつ運用する

この pack は、判断、論点整理、証拠管理、引継ぎのための書式であり、契約書、労働条件通知書、発注書、法定帳簿、個人情報保護評価、税務・会計・労務・法律助言の代用ではない。主体、相手、実態、期間、取引、地域、商品、program version ごとに一次情報と専門家確認を更新する。

このファイル内の人物、法人、ID、金額、期間、顧客、結果は完全な架空例である。実績、相場、報酬率、適正価格、推奨母数、法令適用結論ではない。

氏名、住所、メール、候補者情報、評価、給与、顧客秘密、個人データ、契約本文、invoice、銀行情報、credential、token、incident raw evidence を公開書式や生成 AI prompt へ貼らない。実運用は opaque ID、redacted summary、hash、権限制御した正本への reference を使う。

章との責任境界

• 18 章: motion、法務・労務 gate、責任、報酬、単位採算、終了の原則。
• 06 章: 日本の法務、privacy、契約、税務の共通確認。
• 09 章: founder time、完全負荷後貢献、capacity。
• 10 章: channel、platform、agent の依存と商流。
• 11 章: 顧客契約、invoice、cash、導入、更新。
• 14 章: work acceptance、rework、founder rescue、標準範囲。
• 15 章: reserve、continuity、sunset liability。
• 16 章: account/contact、first touch、assist、Qualified handoff。
• SQLite companion: 本書式の主要 invariant を完全架空データで検査する参考実装。

使う順序

1. 書式 1 で、人でなく一つの work unit / sales motion と損失上限を決める。
2. 書式 2 で当事者、actual work、期間、適用確認を PASS / STOP / UNKNOWN / N/A にする。
3. 書式 3 で due diligence と利益相反を必要範囲だけ確認する。
4. 書式 4 で顧客契約、seller、MoR、data、support の accountable owner を一者にする。
5. 書式 5 で action ごとの authority を最小化する。
6. delivery / employment は書式 6〜8、partner acquisition は書式 9〜11 を使う。
7. 書式 12 で cash と founder minutes を同じ accepted outcome に結ぶ。
8. 書式 13 で小さな比較試験を事前固定する。
9. incident は書式 14、終了は書式 15 で閉じる。
10. 書式 16 で EXPAND / CHANGE / PAUSE / STOP / INCONCLUSIVE を決める。

共通データ契約

ID、version、時刻

governance_decision_id:
party_id / engagement_id / engagement_version:
agreement_ref / agreement_version:
work_order_id / work_order_version: N/A | opaque
lead_registration_id: N/A | opaque
customer_account_id: N/A | opaque
compensation_rule_id / compensation_rule_version: N/A | opaque
evidence_id / evidence_revision:
supersedes_evidence_id: N/A | exact ID

occurred_at:
recorded_at:
effective_from / effective_until:
outcome_cutoff_at:
snapshot_as_of:
maturity_at:
recheck_due_at:

environment: DRAFT | SANDBOX | LIMITED_LIVE | LIVE
source_system / source_object_ref:
payload_or_document_hash:
owner / reviewer / reviewed_at:
retention_due_at:

• 過去行を静かに更新せず、新 revision と exact supersession を作る。
• occurred_at <= outcome_cutoff_at と recorded_at <= snapshot_as_of を別に確認する。
• agreement、price、claim、authority、compensation は、event 発生時に有効だった version と結ぶ。
• hash は真正性、適法性、本人性、顧客同意を単独では証明しない。

状態

status: N/A | UNKNOWN | 0 | FAILED | OBSERVED
reason:
required_evidence_class:
evidence_id: N/A | opaque
decided_by / decided_at:
recheck_trigger / due_at:

• N/A: motion contract 上存在しない。理由と再確認 trigger を持つ。
• UNKNOWN: required だが未確認、矛盾、期限切れ、join 不能。
• 0: 分母と観測窓が確定したゼロ。
• FAILED: 明示 gate を実行して不合格。
• OBSERVED: required evidence class を満たす肯定観測。

Evidence class

E0_INFERENCE
E1_SELF_DECLARED_OR_NOTE
E2_AGREEMENT_OR_APPROVED_CONTROL
E3_VERIFIED_SYSTEM_EVENT
E4_COUNTERPARTY_OR_CUSTOMER
E5_BANK_PAYROLL_OR_STATUTORY

上位ほど常に正しいのではなく、対象 stage に適した正本かで決める。agreement effective には E2、customer accepted には E4、cash paid には E5 のように最低 class を先に宣言する。

Decision priority

STOP > PAUSE > UNKNOWN > CHANGE > EXPAND

法令、actual work、顧客責任、personal data、権限、重大品質、incident の veto を、安い時給、売上見込み、partner 件数、平均品質で相殺しない。

書式 1 — Governance decision / bounded test

# Governance decision

governance_decision_id / version:
decision_owner / reviewer:

customer outcome affected:
work unit or sales motion:
motion_type: TASK_CONTRACTOR | MANAGED_VENDOR | EMPLOYEE |
             REFERRAL | AFFILIATE | SALES_AGENT | RESELLER |
             IMPLEMENTATION_PARTNER | WHITE_LABEL | OEM
candidate_governance: KEEP_FOUNDER | CONTRACT | HIRE | PARTNER

input / output:
same-outcome acceptance oracle:
frequency / expected duration:
change uncertainty:
required customer context:
learning that must remain with founder:
required data / system / authority:
maximum plausible customer harm:
reversibility / handoff time:

counterfactual:
baseline founder minutes per accepted outcome:
current cash contribution per accepted outcome:

test cohort / denominator:
one variable changed:
outcome_cutoff_at / maturity_at / decision_due_at:
maximum founder minutes:
maximum cash:
maximum live customers / records / work units:
maximum authority:

continue rule:
change rule:
pause rule:
stop rule:
inconclusive rule:

approved_by / approved_at:
decision_hash:

Review

[ ] 人や会社を選ぶ前に work unit / motion を固定した
[ ] 時給でなく same accepted outcome を比較する
[ ] customer/data/cash/production の最大 exposure がある
[ ] 中核学習を外へ失う費用を記録した
[ ] 終了・引継ぎが bounded test 内で試せる

書式 2 — 当事者、actual work、適用確認

契約名と実態を別にする。ここで結論を自動生成しない。

# Status and applicability review

status_review_id / engagement_id / version:
facts_as_of / reviewer / professional_consultation_ref:

founder entity form / officer count / evidence as_of:
counterparty entity form / officer count / evidence as_of:
Freelance Act employee-use facts at order time:
  founder: weekly hours / 31-day expectation / result / evidence
  counterparty: weekly hours / 31-day expectation / result / evidence
Transaction Fairness Act regular-employee facts:
  founder count / counterparty count / wage-ledger basis / as_of / evidence
Transaction Fairness Act capital and threshold facts:
  founder capital / counterparty capital / evidence as_of
  order_at / transaction classification / capital-or-employee threshold used
  applicable duties / record-retention starts_at / two-year retention_due_at
labor-insurance facts:
  worker count / business started_at / workers-compensation result / filed_at / receipt
employment-insurance facts:
  weekly scheduled hours / 31-day employment expectation / student status
  applicable-rule effective_from / result / filed_at / receipt
health/pension-insurance facts:
  corporate-or-individual-workplace / individual-workplace industry / workplace size
  regular-worker three-quarter result / weekly scheduled hours / over-two-month expectation
  monthly scheduled wage / student status / short-time-worker enterprise-size threshold
  applicable-rule effective_from / future-rule effective_from / result / filed_at / receipt
transaction type:
country / work and customer locations:
first order / renewal / aggregate duration / gap:
renewal_chain_id / same-or-substantially-same-content basis:
each term starts_at-ended_at / gap starts_at-ended_at / no-end-date result:

contract label:
right to accept/refuse assignments:
who controls method / sequence / tools:
who controls time / place / availability:
substitution right and actual practice:
pay basis / equipment / expense / business risk:
other customers / exclusivity:
direct instruction to vendor personnel:
client contact / vendor command owner:
who assigns work / evaluates / approves leave:
safety-only instruction path / evidence:
deviation between contract and actual work:

worker-status review: PASS | STOP | UNKNOWN | N/A
dispatch/contracting review: PASS | STOP | UNKNOWN | N/A
Freelance Act review: PASS | STOP | UNKNOWN | N/A
  ordering/receiving party classifications / officer basis:
  one-month / six-month aggregate-duration result:
  refusal-to-receive result / evidence:
  fee-reduction result / evidence:
  return result / evidence:
  unreasonably-low-price result / evidence:
  forced-purchase-or-use result / evidence:
  improper-economic-benefit result / evidence:
  improper-change-or-redo result / evidence:
  required order disclosure evidence:
  payment clock and due date:
  recruitment / harassment / care / termination-notice result:
Transaction Fairness Act review: PASS | STOP | UNKNOWN | N/A
employment law / working conditions: PASS | STOP | UNKNOWN | N/A
labor/employment/social insurance: PASS | STOP | UNKNOWN | N/A
withholding/tax/invoice review: PASS | STOP | UNKNOWN | N/A
  payee residence and individual/corporation / payer salary-payer status:
  statutory fee category / withholding basis, rate, amount and payment ref:
  invoice registration checked_at / tax-period transition result:
IP/background/foreground/OSS/AI review: PASS | STOP | UNKNOWN | N/A
privacy/subdelegation/foreign transfer review: PASS | STOP | UNKNOWN | N/A
  privacy_law_version / effective_from:
  enacted-but-not-effective future rule / future_rule_recheck_due:
  recipient country / access country / cloud remote-access location:
  APPI Article 28 basis / information provided to data subject:
  equivalent-measures contract / continuing-verification evidence and due:
competition/advertising/program terms: PASS | STOP | UNKNOWN | N/A

material facts missing:
decision / reasons:
allowed environment before resolution:
recheck_trigger: renewal | additional order | first employee |
                 actual-work change | counterparty change | law/policy change | other
recheck_due_at:
evidence_refs:

UNKNOWN のまま production、顧客対応、個人データ、外部送信、価格、契約、金銭を許可しない。

書式 3 — Due diligence / conflict register

必要な risk に比例させ、候補者や個人から過剰な情報を集めない。

# Due diligence

review_id / party_id / engagement_id:
motion / risk tier / reviewed_at / expires_at:

identity/entity and authority to contract:
relevant capability evidence:
representative positive case:
representative negative case:
reference or customer claim permission:
financial/continuity check needed and result:
security/privacy practice and incident contact:
subcontractor/subpartner plan:
sanctions/export/regulated work check if applicable:
insurance/license/certification if required:
conflict with customer/competitor/other program:
gift/incentive/related-party conflict:
IP/OSS/AI tool and provenance practice:
support capacity / time zone / language:
key-person and replacement risk:

data collected / purpose / access owner / deletion due:
adverse information relevance and human review:
open UNKNOWNs:
decision: PASS | LIMITED | PAUSE | STOP
conditions / owner / due_at:
evidence_refs:

書式 4 — Responsibility and authority matrix

accountable_owner = SHARED を禁止する。共同作業は responsible / consulted / informed へ置く。

この matrix の owner は、各行の運用調整者・実行責任者である。契約や RACI で、各法人・当事者が法令上負う独立の報告、通知、監督、雇用、納税等の義務を他者へ移転・消滅させない。法定義務は legal entity × obligation ごとに行を複製する。

function	accountable owner	responsible	consulted / informed	agreement/evidence version	current status
product customer contract / terms
implementation / service SOW
seller / invoice issuer
merchant of record, where relevant
price / discount / credit
approved claim / demo / roadmap
product fulfillment / entitlement
implementation / customer acceptance
L1 support
L2 support
L3/product defect
incident intake / containment
customer notification coordination
principal entity statutory report / notification
partner/worker entity statutory report / notification, if applicable
refund / chargeback / service credit
lead / customer / product data purpose
subprocess / redelegation
renewal / upsell / non-renewal
termination / customer handoff

Matrix gate

[ ] required function は全て一人の accountable owner を持つ
[ ] seller と invoice issuer と MoR を見た目や brand から推定していない
[ ] product contract と implementation SOW を別にした
[ ] L1/L2/L3 と defect owner を分けた
[ ] customer/data/cash/termination owner が agreement と一致する
[ ] N/A は motion-specific reason と recheck trigger を持つ

書式 5 — Scoped authority / access grant

# Authority and access grant

grant_id / engagement_id / subject_id:
subject_type: PERSON | SERVICE_IDENTITY
customer / tenant / environment / resource:
purpose / work_order_or_ticket_ref:

allowed_actions: READ_PUBLIC | READ_CUSTOMER_SCOPED | DRAFT_INTERNAL |
                 DRAFT_CUSTOMER_FACING | SEND_APPROVED |
                 NEGOTIATE_WITHIN_RANGE | DISCOUNT_WITHIN_LIMIT |
                 SIGN | INVOICE | REFUND | PRODUCTION_WRITE | EXPORT | DELETE
prohibited_actions:
price/discount/refund/data/record limit:
approved claim / offer / runbook version:

MFA / device / network requirement:
logging source / alert:
starts_at / expires_at:
approver / approved_at:
last_used_at / reviewed_at:
emergency elevation rule:
revoke owner / revoke test / tested_at:
revoke receipt ref:

共有 account、無期限 access、全顧客一括 export、汎用 admin role でこの書式を代替しない。

書式 6 — Agreement / working-condition control

この書式は法定文書の代わりではなく、正本と current version を結ぶ index である。

# Agreement control

agreement_ref / version / engagement_id:
document_type: MASTER | ORDER | SOW | EMPLOYMENT_CONDITION |
               PARTNER_TERMS | PROGRAM_POLICY | DPA | IP | OTHER
parties / exact roles:
agreed_at / effective_from / effective_until:
renewal / notice / cure / termination:

scope / excluded scope:
fee/wage/commission/wholesale basis:
payment due / payment clock / invoice requirement:
acceptance / rejection / rework / change process:
IP background / foreground / license / assignment / 27-28 rights / IP consideration:
creator/contributor / employee-or-subcontractor chain-of-title evidence:
author moral-right non-exercise scope:
OSS / third-party / AI inventory and rule:
confidentiality purpose / permitted recipients / return-delete / publicity / logo:
trade-secret designation / designated_at / disclosed_at / access-control-log ref:
data role / purpose / minimum fields / foreign transfer / retention / deletion:
recipient/access country / APPI Article 28 basis / data-subject information ref:
equivalent-measures contract / continuing-verification evidence / cloud remote-access location:
privacy_law_version / effective_from / future_rule_recheck_due:
vendor selection and actual-supervision plan/evidence:
subdelegates / approval / change notice / supervision:
security / incident / audit / records:
liability / insurance / dispute / governing law:
customer continuity / post-termination support:

required statutory document refs:
signed or delivered evidence:
material UNKNOWNs:
current status: DRAFT | EFFECTIVE | EXPIRED | TERMINATED | SUPERSEDED
superseded_by:
owner / reviewer / recheck_due_at:

フリーランス法の個別発注・支払 evidence

order_evidence_id / engagement_id / agreement_version:
order_agreed_at:
ordering and receiving party names:
work/deliverable description:
fee / due_at:
delivery or each-service-performance due_at:
delivery/service location:
inspection completion date, if applicable:
non-cash payment statutory items, if applicable:
IP transfer/license scope and consideration, if applicable:

disclosure_sent_at / method:
exact disclosed-body hash / durable-view-or-download evidence:
counterparty receipt ref:
paper-copy requested_at / provided_at / statutory-exception basis / receipt:

actual_received_or_each_service_performed_at:
statutory payment clock basis:
statutory latest due_at / contract due_at:
invoice_received_at: does not reset statutory clock
internal approval/inspection: does not reset statutory clock
re-outsourcing exception used: YES | NO
  re-outsourcing statement / original client / original due date disclosed refs:
transfer fee owner / deduction amount:
cash_paid_at / bank ref:

募集・ハラスメント・両立配慮・終了予告 evidence

freelance_people_control_id / engagement_id:
recruitment snapshot / published_at / last accuracy review / correction:
harassment policy / consultation channel / privacy / no-retaliation notice:
complaint received / investigation / correction / recurrence prevention refs:

aggregate duration / six-month applicability:
pregnancy/childcare/caregiving request received_at:
request details minimized / considered options / response / reason / responded_at:

termination or non-renewal decided_at / effective_at:
30-day notice due_at / sent_at / method / delivery evidence:
exception category and evidence, if used:
reason requested_at / disclosed_at / method:

支払税務・invoice evidence

payment_tax_review_id / payee_id / payment_id:
payee residence / individual-or-corporation:
payer entity / salary-payer status / evidence as_of:
actual work components and separately stated consideration:
statutory withholding category / applicability / reviewer:
withholding taxable base / rate / amount / payment-to-authority ref:
gross / consumption tax / net cash / paid_at / bank ref:
qualified-invoice registration / checked_at:
required invoice fields / preservation ref:
unregistered-purchase transition percentage / applicable tax period / basis:
tax adviser or authority consultation ref:

書式 7 — Work order / acceptance / change

# Work order

work_order_id / version / engagement_id:
customer / product / environment:
business outcome:
input / input-readiness owner:
exact output / excluded work:
dependencies / waiting-clock rule:
delivery due / delivery location:

conformance test:
quality/security/UX review:
customer acceptance definition:
acceptance owner / deadline:
maturity window / escape-defect rule:

allowed tools / AI / data:
subdelegation rule:
artifact/repository/evidence destination:
fee/milestone/expense/payment due:
change request / stop rule:
signed/issued evidence ref:

Work event / quality record

work_event_id / work_order_id / version:
event_type: OFFERED | ACCEPTED_ASSIGNMENT | STARTED | WAITING |
            DELIVERED | CONFORMANCE_PASS | CONFORMANCE_FAIL |
            QUALITY_ACCEPTED | CUSTOMER_ACCEPTED | REJECTED |
            REWORK_REQUESTED | REWORK_ACCEPTED | FOUNDER_RESCUE |
            ESCAPE_DEFECT | CANCELLED | CASH_PAID
occurred_at / recorded_at:
artifact or authoritative-event ref:
evidence_class / evidence_id:

accepted_first_pass: YES | NO | UNKNOWN | N/A
defect type / severity:
change cause: CUSTOMER_CHANGE | FOUNDER_CHANGE | VENDOR_DEFECT |
              INPUT_NOT_READY | EXTERNAL_DEPENDENCY | UNKNOWN | N/A
vendor minutes / founder execution / review / coordination / rescue:
customer impact / cash impact:
corrective action / owner / due:

accepted_first_pass = YES と rework / founder rescue を同じ version の同じ受入 cycle へ同時に付けない。無償 rework でも founder minutes と顧客影響を 0 にしない。

書式 8 — Employment lifecycle / continuity

# Employment lifecycle

employment_case_id / role_version:
business need / role outcome / approved budget:
recruitment information version / published_at:
selection criteria / prohibited or unnecessary data:
human decision owner / appeal or correction route:

working-condition document ref / delivered_at:
delivery method / employee electronic-delivery request / printable-saveable evidence:
term / renewal criteria / renewal cap:
new or shortened renewal-cap reason and explained_at:
indefinite-conversion application opportunity / post-conversion conditions:
workplace / work / future change scope:
hours / overtime / breaks / holidays / leave / shift-system details if applicable:
wage calculation / closing date / pay date / payment method / statutory deductions:
retirement / resignation / dismissal grounds:
part/fixed-term raise / bonus / retirement-allowance availability:
part/fixed-term consultation channel / equal-treatment explanation:
workers-compensation result / evidence / rule effective_from:
employment-insurance result / evidence / rule effective_from:
health-and-pension-insurance result / evidence / rule effective_from:
future insurance-rule effective_from / recheck_due_at:
payroll / tax / records owner:

onboarding / safe-work / harassment channel:
equipment / access / customer continuity:
role outcome and review cadence:
training / documentation / backup person:
condition-change record:

exit trigger / process review:
payroll and statutory closeout:
customer/work handoff:
access/data/equipment/IP/records closeout:
evidence_refs / recheck_due_at:

書式 9 — Partner motion contract / stage applicability

# Partner motion contract

partner_motion_id / version / engagement_id:
motion: REFERRAL | AFFILIATE | SALES_AGENT | RESELLER |
        IMPLEMENTATION_PARTNER | WHITE_LABEL | OEM
territory / product / ICP / excluded account:
customer contract owner:
service/SOW owner:
seller / invoice issuer / MoR:
pricing / discount / credit authority:
negotiation / binding / sublicense authority:
lead/product/customer data relationship:
L1 / L2 / L3 / incident / refund owners:

offer / claim / demo / brand policy version:
lead registration / duplicate / conflict rule:
commercial owner / customer involvement rule:
attribution rule / window:
commission/rebate/royalty rule version:
renewal / upsell / existing pipeline / related party:
termination / tail / customer handoff:

stage applicability:
  content-link-code: REQUIRED | OPTIONAL | N/A
  lead-registration: REQUIRED | OPTIONAL | N/A
  customer-approved-involvement: REQUIRED | OPTIONAL | N/A
  negotiation: REQUIRED | OPTIONAL | N/A
  downstream-contract: REQUIRED | OPTIONAL | N/A
  implementation-acceptance: REQUIRED | OPTIONAL | N/A
  end-customer-cash: REQUIRED | OPTIONAL | N/A
  reseller-wholesale-cash: REQUIRED | OPTIONAL | N/A
  refund-maturity: REQUIRED | OPTIONAL | N/A
  commission-lock: REQUIRED | OPTIONAL | N/A
  renewal-retention: REQUIRED | OPTIONAL | N/A
  EOL-migration: REQUIRED | OPTIONAL | N/A

maximum live accounts / customers / cash / data / authority:
current readiness: SANDBOX_ONLY | LIMITED_LIVE | LIVE | PAUSE | STOP
approved_by / approved_at / recheck_due_at:

white-label は brand/UI、reseller は商流、OEM は埋込・再許諾・配布を示す。seller、MoR、data role、support owner を自動的には決めない。

書式 10 — Lead registration / attribution / incrementality

# Lead registration

lead_registration_id / partner_motion_id / policy_version:
account_identity_key / legal entity / domain / region:
submitted_by / submitted_at:
customer contact authorization ref:
accepted_at / rejected_at / expires_at:
pre-existing pipeline state at cutoff:
first_known_touch:
partner-sourced evidence:
assist evidence:
commercial owner:
commission-eligible owner:
conflicting registration IDs:
adjudication / owner / decided_at:

affiliate link/code/click ref: N/A | opaque
attribution window/cookie eligibility: N/A | result
self-referral / related-party / brand-bid review:
identity resolution status: OBSERVED | UNKNOWN_LINK | FAILED

contracted_at / contract owner:
customer cash event ref:
refund maturity:
attribution result and rule version:
incrementality: ESTIMATED | INCONCLUSIVE | UNKNOWN | N/A
incrementality design/ref:

• first touch、sourced、assist、commercial owner、commission eligibility を別列にする。
• 期限後の winning registration を backdate しない。
• account spelling、子会社、contact 違いで重複成約を作らない。
• link/code/CRM attribution は、partner がなければ成約しなかった反実仮想を証明しない。

書式 11 — Compensation / cash / reversal / tail

# Compensation rule

compensation_rule_id / version / partner_motion_id:
effective_from / effective_until:
cost_function: ACQUISITION | DELIVERY | RETENTION | MIXED
compensation_type: FIXED | PERCENT | WHOLESALE_DISCOUNT |
                   REBATE | ROYALTY | RETAINER | HYBRID

commission_base_source: BOOKING | INVOICE | PROVIDER_NET |
                        CUSTOMER_COLLECTED_CASH | RESELLER_WHOLESALE_CASH
eligible product / account / region / event:
rate or amount / currency:
tax / discount / coupon / FX treatment:
refund / credit / chargeback / bad-debt treatment:
support / migration / delivery-cost treatment:
lock / holdback / maturity:
clawback / negative balance / cap / floor:
payout minimum / invoice / payment due:
new logo / upsell / renewal / reactivation:
existing pipeline / self-referral / related party:
termination tail / registered-deal cutoff / expiry:
dispute / correction / audit:
approved_by / approved_at:

Append-only compensation event

compensation_event_id / rule_version / lead_or_customer_id:
event_type: ELIGIBLE | ACCRUED | LOCKED | REVERSED | PAYABLE | PAID |
            WHOLESALE_INVOICED | WHOLESALE_CASH | EXPIRED | DISPUTED
occurred_at / recorded_at:
source_event_id / evidence_class / evidence_ref:
base_amount / rate / amount / currency:
original_accrual_id: N/A | exact ID
reason / maturity_at:
bank_or_payout_ref: required for PAID

CUSTOMER_COLLECTED_CASH ruleを booking や invoice から accrue しない。reversal は exact accrual を参照し、その確定額を超えない。customer 未払が reseller の upstream 支払義務を消すかは agreement で判定し、台帳が勝手に相殺しない。

書式 12 — 完全負荷後の economics / capacity

同じ accepted outcome、同じ期間、同じ currency で比較する。

# Economics snapshot

snapshot_id / engagement_id / motion / cohort:
outcome_cutoff_at / snapshot_as_of / maturity_at:
accepted outcome definition / accepted units:

customer cash allocated:
reseller wholesale cash allocated:
refund / credit / chargeback:
PSP / platform / tax collected allocation:
contractor/vendor cash fee:
employee cash and statutory allocation:
commission / rebate / royalty:
tool / access / equipment / insurance:
implementation / support / incident cash:
fixed sourcing / diligence / contract / enablement allocation:

baseline founder minutes for same accepted outcome:
founder residual execution minutes:
scoping / sourcing / due diligence / contracting:
briefing / enablement / co-sell:
coordination / waiting / review:
rework / rescue / support / incident:
payroll/admin/offboarding allocation:
total founder delegated-work minutes:
internal hourly value:

delegated unit cash contribution:
fully loaded contribution:
net founder minutes released:
maximum founder rescue minutes:
first-pass accepted x/n:
complaint / critical defect / unknown counts:

calculation version / reconciliation refs:
missing or immature items:
decision use allowed: YES | NO

net founder minutes released
= baseline founder minutes
 - total founder delegated-work minutes

fully loaded contribution
= reconciled cash contribution
 - total founder delegated-work minutes / 60 × internal hourly value

total founder delegated-work minutes は residual execution、scoping、sourcing、due diligence、contracting、briefing、enablement、co-sell、coordination、waiting、review、rework、rescue、support、incident、payroll/admin、offboarding allocation を一度ずつ合計する。同じ minute を coordination と review の両方へ入れない。

分母 0、未成熟、cash 未照合、同品質でない比較は UNDEFINED / UNKNOWN とし、0 円や 0% にしない。

書式 13 — Partner / delegation experiment

# Bounded experiment

experiment_id / protocol_version:
motion / population / eligibility / exclusion:
unit of assignment: ACCOUNT | WORK_UNIT | PARTNER | TIME_BLOCK
cluster identity and contamination rule:
assignment generated_at:
exposure starts_at:
intervention / control or counterfactual:
one changed variable:

primary outcome / denominator:
guardrails:
quality / cash / founder-time maturity:
outcome_cutoff_at / snapshot_as_of / maturity_at:
maximum loss and stop rule:
missing-data rule:

assignment evidence / immutability control:
pre-exposure check:
intervention x/n / outcome x/n:
control x/n / outcome x/n:
refund/rework/support/retention:
contamination / missing / late events:
result: EXPAND | CHANGE | PAUSE | STOP | INCONCLUSIVE | TOO_EARLY
claim allowed:
claim prohibited:

少標本の 1/3 を lift と呼ばない。attribution と incrementality を分け、成熟前をゼロにしない。

書式 14 — Incident / complaint / corrective action

# Incident and complaint

incident_id / engagement_id / severity:
detected_at / occurred window / reported_at:
reporter channel / acknowledgement:
customer / tenant / data / work / cash scope:
credential / system / claim / work product affected:
sensitive-personal-information result / property-damage-risk result:
malicious-act-risk result / affected-count / over-1,000 result:
reportable result / malicious-suspected result / decision evidence:

containment owner / action / receipt:
founder / partner / customer communication owner:
founder notified_at / customer notified_at / contract due_at:
reporting legal entity / report destination / legal basis:
PPC preliminary target_at / target basis / sent_at / receipt / N/A reason:
PPC final target_at / target basis / sent_at / receipt / N/A reason:
data-subject notice due/review / sent_at / N/A reason:
other statutory/contractual notification review:
evidence preservation / access restriction:
refund / rework / support / cash impact:
root cause / contributing factors:
corrective action / owner / due:
claim/access/work/partner re-enable gate:
customer closeout ref:
post-incident maturity_at:
decision revision ref:

liability cap、保険、partner の一次対応があっても、自社の顧客対応・通知・復旧 owner は消えない。

書式 15 — Termination / handoff / offboarding

# Termination contract and closeout

offboarding_id / engagement_id / termination_version:
trigger / notice / cure / effective_at:
Freelance Act six-month result / 30-day notice due/sent/delivery evidence:
notice exception and evidence / reason requested/disclosed:
new assignment or registration stop_at:

active work / WIP / artifact / documentation:
active lead / customer / renewal / support queue:
customer communication / continuity / migration:
unpaid fee / wage / commission / expense:
refund / credit / chargeback / bad debt:
tail commission / eligible registration / expiry:
access revoke / credential rotation:
device / equipment / badge / listing / brand:
data return / deletion / attestation / legal hold:
IP / source / license / sublicense / OSS / EOL:
statutory / tax / payroll / business records:
post-termination support / contact:

domain statuses:
  new_work: PASS | UNKNOWN | FAILED | N/A
  customer_and_WIP: PASS | UNKNOWN | FAILED | N/A
  cash_and_tail: PASS | UNKNOWN | FAILED | N/A
  access_and_credentials: PASS | UNKNOWN | FAILED | N/A
  data_and_privacy: PASS | UNKNOWN | FAILED | N/A
  IP_brand_license: PASS | UNKNOWN | FAILED | N/A
  payroll_tax_records: PASS | UNKNOWN | FAILED | N/A
  support_continuity: PASS | UNKNOWN | FAILED | N/A

close evidence refs:
open owner / action / due:
state: ACTIVE | NEW_WORK_STOPPED | CUSTOMER_AND_WIP_HANDED_OFF |
       CASH_AND_TAIL_RESOLVED | ACCESS_REVOKED | DATA_AND_IP_CLOSED |
       RECORDS_ARCHIVED | OFFBOARDED
approved_by / approved_at:

OFFBOARDED は全 required domain が current PASS または理由付き N/A のときだけ。退職日、契約終了、portal disable、最終支払のどれか一つで closed としない。

書式 16 — Weekly decision / handoff

# Weekly engagement review

review_id / engagement_id / motion:
outcome_cutoff_at / snapshot_as_of / maturity_at:
agreement / legal / privacy / tax review versions:

open work and first missing stage:
open lead conflict / commission dispute:
responsibility or authority UNKNOWN:
expiring access / review / agreement:
accepted units / first-pass / rework / max rescue:
customer outcomes / complaints / incidents:
cash received / refund / compensation due / paid:
net founder minutes released:
mature fully loaded contribution:
concentration / key-person / continuity:
offboarding domains still open:

decision: EXPAND | CHANGE | PAUSE | STOP | INCONCLUSIVE
reason and disconfirming evidence:
one next action / owner / due_at:
decision evidence refs:
reviewer / decided_at:

Codex handoff

# Codex handoff — draft and checks only

objective / exact engagement IDs:
allowed source folders / tools:
public primary sources and captured_at:
current agreement / policy versions:
synthetic or redacted input refs:

allowed:
- missing-field and contradiction detection
- schema, reconciliation, expiry and dedup checks
- draft work order, acceptance test, claim comparison
- synthetic fixtures and negative tests

prohibited without named human approval:
- hiring, firing, discipline, pay or partner termination decision
- legal/tax/worker-status conclusion
- customer data transfer or suppression override
- signing, sending, pricing, refund, production write
- incident/statutory/customer notification

required output:
- facts / inference / UNKNOWN separated
- source and version references
- failed checks and first missing stage
- proposed reversible next action
- no external action receipt unless explicitly authorized

human approver / exact approval tuple / expires_at:

完全架空の記入例 — 一件の contractor test

数字は計算方法を示すだけで、相場・目標ではない。

engagement_id: ENG-SYN-101
motion: TASK_CONTRACTOR
same accepted outcome: public release note package accepted by founder
environment: LIMITED_LIVE
worker/status/privacy/IP/tax reviews: PASS — synthetic refs
customer data / production write / external send: N/A
agreement + work order: effective synthetic version 1

baseline founder minutes: 600
founder residual execution: 20
sourcing/contract allocation: 30
briefing: 45
review: 75
rework/rescue: 0
offboarding allocation: 10
total founder delegated-work minutes: 180
net founder minutes released: 420

customer cash allocated: JPY 300000
contractor cash: JPY 80000
other variable cash: JPY 20000
founder time cost: 180 / 60 × JPY 12000 = JPY 36000
fully loaded contribution: JPY 164000

accepted first pass: 1/1
customer outcome: UNKNOWN — maturity not reached
decision: PAUSE
reason: one unitだけで quality maturity 前
next action: maturity_at まで defect/support を観測し、新 scope を増やさない

この例で cash positive を EXPAND にしない。一件の受入、未成熟の顧客 outcome、まだ試していない offboarding を別状態にする。

最終リリース前 checklist

[ ] motion と engagement_id を分けた
[ ] actual work と契約ラベルを別 review にした
[ ] required function ごとに一人の accountable owner がいる
[ ] customer contract、service SOW、seller、invoice issuer、MoR を分けた
[ ] access は person/customer/resource/action/expiry に scoped
[ ] delivered、accepted、customer outcome、maturity を分けた
[ ] rework、rescue、waiting、support を原価から消していない
[ ] first touch、source、assist、commercial owner、commission owner を分けた
[ ] booking、invoice、cash、lock、paid、reversal を別 event にした
[ ] attributed を incremental と呼んでいない
[ ] cash contribution と net founder minutes released を同時に見た
[ ] N/A、UNKNOWN、0、FAILED、OBSERVED を混ぜていない
[ ] incident と complaint が decision revision へ接続する
[ ] termination 前に WIP/customer/cash/access/data/IP/records を閉じる方法を試した
[ ] 人への重大判断、法的結論、顧客・production action は named human が行う