Verification and pilot materials · Complete web edition
Phase Fourteen Educator Tabletop Review
This is the complete web edition of the canonical project document. Its narrative, recommendations, evidence tables and source links are presented below without abridgment.
Project, Research, Analysis, Editorial by Patrick Russell; assisted by ChatGPT (OpenAI).
California Education and AI Educator Tabletop Review
Phase Fourteen Unseen calibration exercises and readiness decision package
Package date September 13 2026 Informational review design No outreach or student participation
Review field | Entry |
|---|---|
Responsible person | ________________________________________ |
Organization or office | ________________________________________ |
Review session date | ________________________________________ |
Determination status | ________________________________________ |
Phase Fourteen purpose
This package moves the Phase Twelve task packets and Phase Thirteen dry run into a controlled educator review. It supplies new synthetic examples, blank scoring records, separate adjudication guidance, boundary challenges, workload fields, and a final decision form. Educators can use it to determine whether the instructions are clear enough to enter the appropriate local review process.
The package does not record a completed educator review. No educator, student, course, or institution participated in its preparation. The adjudication bands are proposed reference points for calibration, not verified correct scores or evidence about Thomas Aquinas College, Berkeley Law, or any other institution.
Package sections
Section | Reviewer use | Control |
|---|---|---|
Session plan | Assign roles, timing, evidence, and stop authority. | Complete before opening exercises. |
Packet A exercises | Score four unseen formation responses. | Do not open the Packet A key first. |
Packet B exercises | Score four unseen legal responses and boundary challenges. | Do not open the Packet B key first. |
Calibration record | Calculate agreement and document disagreements. | Use unseen examples after discussion. |
Readiness decision | Choose revise, ready for determination, or pause. | No student use follows automatically. |
Standing boundary
K through 12 student facing artificial intelligence conditions remain paused until operative policy, age, consent, parent authority, privacy, accessibility, and developmental safeguards are verified. This tabletop package does not alter that boundary.
Tabletop review session plan
Role | Responsibility | Assigned person |
|---|---|---|
Facilitator | Protects sequence, timing, and separation between exercises and keys. | ____________________________ |
Rater one | Scores independently and cites evidence for every dimension. | ____________________________ |
Rater two | Scores independently without seeing Rater one's record. | ____________________________ |
Adjudicator | Applies anchors after independent scoring and records unresolved questions. | ____________________________ |
Policy reviewer | Tests authorization, privacy, accessibility, and non AI alternative rules. | ____________________________ |
Recorder | Tracks time, deviations, decisions, and changes to the packet. | ____________________________ |
Suggested one hundred twenty minute session
Minutes | Activity | Output |
|---|---|---|
0 to 10 | Confirm scope, roles, materials, and stop authority. | Signed launch record |
10 to 25 | Review common scoring anchors without seeing adjudication keys. | Questions recorded |
25 to 50 | Score Packet A examples independently. | Two score sheets |
50 to 65 | Open Packet A key and adjudicate differences. | Revision record |
65 to 90 | Score Packet B examples and boundary challenges independently. | Two score sheets |
90 to 105 | Open Packet B key and adjudicate differences. | Revision record |
105 to 115 | Calculate agreement and assess workload and safeguards. | Calibration summary |
115 to 120 | Choose revise, ready for determination, or pause. | Decision and basis |
Stop authority
Any reviewer may stop the exercise if the answer key was opened early, scoring was discussed before independent completion, a real person's information appears, or a participant cannot distinguish the target reasoning from writing style, confidence, disability, or background.
Separation and evidence control protocol
Before the session
1. Give each rater a copy containing the exercise pages and blank score sheets only.
2. Keep the Packet A and Packet B adjudication pages with the facilitator.
3. Assign anonymous rater codes and record the packet version.
4. Confirm that all examples are synthetic or previously cleared and contain no real student or client data.
5. Register the exact scoring dimensions, missing evidence rule, and agreement calculation before scoring.
During independent scoring
- Raters do not discuss the response, infer the intended band, or compare totals.
- Each score cites a phrase, reasoning step, omission, or oral record that supports it.
- A dash records unavailable evidence. It is excluded from agreement calculations.
- Fluency, confidence, vocabulary, speed, and conformity to a preferred conclusion do not substitute for the registered dimension.
After independent scoring
1. The recorder enters both scores without changing either original sheet.
2. The facilitator calculates exact agreement and agreement within one point.
3. The adjudication key is opened only after the initial figures are recorded.
4. Raters identify whether each disagreement arose from the task, anchor, example, or rater application.
5. A new unseen set must be scored after any substantive clarification. The training set cannot prove reliability.
Version record
Field | Entry |
|---|---|
Packet version | ____________________________________________ |
Exercise copies issued | ____________________________________________ |
Keys held by | ____________________________________________ |
Premature access or discussion | None Yes and explained __________________________ |
Evidence source verified | Synthetic Previously cleared Other ______________ |
Packet A unseen formation exercise
Synthetic source The Village Well Dialogue
A resident says the village well is safe because families have used it for fifty years. An inspector replies that long use matters, but safety depends on what entered the water, when it was tested, and whether the test could detect the relevant danger. The resident objects that waiting for perfect evidence would close every well. The inspector answers that action does not require certainty, but responsible judgment must connect the decision to the best available evidence, state the remaining risk, and identify what result would require a change.
Registered task
State the dialogue's central claim about responsible judgment. Identify the strongest evidence for continued use, explain the strongest objection to that evidence, answer the objection without demanding certainty, and name one result that should change the decision. Distinguish the history of use from direct evidence about present safety.
Scoring dimensions
Dimension | Evidence to identify |
|---|---|
Accuracy | Represents the dialogue's claim and qualifications without distortion. |
Reasoning | Connects history, testing, uncertainty, and the decision. |
Evidence selection | Distinguishes indirect history from direct present evidence. |
Objection and response | Treats the cost of waiting fairly and gives a reasoned answer. |
Correction and humility | States uncertainty and a result that would change the judgment. |
Transfer | Not scored in this calibration exercise. |
Oral ownership | Not scored without a separate protected oral record. |
Instruction to raters
Score each written response from 0 through 4 on the first five dimensions. Do not score transfer or oral ownership. Do not open the Packet A adjudication key until both score sheets are complete and the initial agreement record is locked.
Packet A unseen responses
Response A1
The well is safe because people have used it for a long time. The inspector wants more testing, but no one can ever be completely certain. It should stay open unless people become sick.
Response A2
The dialogue says a decision should use the best evidence available instead of waiting for certainty. Fifty years of use is some evidence because obvious harm may have appeared, but it does not show whether a new contaminant exists or whether anyone looked for it. Closing the well may also harm the village. A current test designed for the suspected danger could justify continued use, while a positive result should change the decision.
Response A3
Responsible judgment is conditional action tied to relevant evidence and a stated revision rule. The well's history lowers concern only for harms that ordinary experience would reveal; it says little about a recent or invisible contaminant. The strongest objection is that broad testing and closure can impose costs before a danger is proven. The answer is proportionate action: test for the plausible hazard, describe what remains unknown, and limit or continue use according to the result. A verified level above the registered safety limit would require a change.
Response A4
The epistemological tension concerns induction, risk, and prudential action. Tradition provides a socially embedded prior, whereas inspection offers instrumental rationality. Both perspectives contain value, so leaders should seek balance, dialogue, and community trust before acting.
Rater caution
Response A4 is intentionally polished. Score only the registered evidence. Do not reward specialized vocabulary when the response omits the decisive present evidence, serious objection, answer, or revision condition.
Packet A independent score sheet
Response | Accuracy | Reasoning | Evidence | Objection | Correction | Evidence note |
|---|---|---|---|---|---|---|
A1 | __ | __ | __ | __ | __ | ____________________________ |
A2 | __ | __ | __ | __ | __ | ____________________________ |
A3 | __ | __ | __ | __ | __ | ____________________________ |
A4 | __ | __ | __ | __ | __ | ____________________________ |
Evidence citations
Response | Strongest evidence for score | Most important omission or limit |
|---|---|---|
A1 | ________________________________ | ________________________________ |
A2 | ________________________________ | ________________________________ |
A3 | ________________________________ | ________________________________ |
A4 | ________________________________ | ________________________________ |
Independent completion record
Field | Entry |
|---|---|
Rater code | ________________________ |
Start and finish time | ________________________ |
Key viewed before completion | No Yes and explain __________________________ |
Scoring question | ____________________________________________ |
Signature or initials | ________________________ |
Packet A adjudication key
Open this page only after both independent Packet A score sheets and the initial agreement figures are recorded. The bands are provisional calibration references, not verified student standards. A rater may depart from a band only by citing stronger evidence under the registered anchor.
Response | Expected band | Decisive evidence | Likely scoring error |
|---|---|---|---|
A1 | 1 to 2 | States a conclusion and uncertainty but relies on longevity and waits for illness. | Rewarding a stated conclusion as coherent reasoning. |
A2 | 3 | Separates historical and current evidence, answers the closure objection, and names a revision result. | Withholding 3 because the response is not exhaustive. |
A3 | 3 to 4 | Integrates evidence limits, proportionate action, objection, and a registered change condition. | Assigning 4 automatically because the prose is polished. |
A4 | 1 to 2 | Names abstractions but omits direct evidence, a developed objection, an answer, and a change condition. | Mistaking vocabulary and balance language for demonstrated reasoning. |
Adjudication questions
1. Did either rater score the conclusion instead of the reasoning that supports it?
2. Did either rater reward fluency, vocabulary, confidence, or agreement with the expected conclusion?
3. Did the evidence selection score distinguish long use from direct testing?
4. Did the objection score require both a fair objection and a relevant answer?
5. Did correction and humility require a specific condition that would change the judgment?
Packet A revision record
Issue | Cause | Revision before new set |
|---|---|---|
________________ | Task Anchor Example Rater | ________________________________ |
________________ | Task Anchor Example Rater | ________________________________ |
________________ | Task Anchor Example Rater | ________________________________ |
Packet B unseen legal exercise
Fictional Campus Learning Records Rule
Provision | Synthetic rule |
|---|---|
Rule 11a | A school may disclose a maintained learning record only with current specific written consent. |
Rule 11b | Consent must name the record category, recipient, and purpose and expires after one year. |
Rule 11c | An emergency disclosure requires an imminent specific threat and must be limited to a recipient able to reduce it. |
Rule 11d | Information is deidentified only when a reasonable recipient cannot reconnect it to a person using the disclosed details. |
Rule 11e | An approved vendor may process a record solely under school instructions and may not retain it for model training or another purpose. |
Fictional fact pattern
Professor Arden keeps a file containing student Leo Park's tutoring notes, disability accommodation, grades, and a message saying he is exhausted before final examinations. Leo signed a consent eighteen months ago allowing tutoring summaries to be sent to his academic advisor. The professor uploads the entire file to an approved writing vendor using the school account and instructs it to identify learning weaknesses. The vendor contract permits school directed processing but forbids model training. The professor also sends a summary labeled LP to a parent association, including Leo's rare major, hometown, accommodation, and exact grades. The professor says both actions are justified by consent, deidentification, and concern for Leo's safety.
Registered task
Using only Rules 11a through 11e, analyze the vendor processing and the parent association disclosure separately. Address consent, scope, expiration, emergency, deidentification, data minimization under the stated rules, and the fact most likely to change each conclusion.
The authority and facts are fictional. The exercise is not legal advice and contains no real person or record.
Packet B unseen responses
Response B1
The professor can use the vendor because it is approved. The parent association received only initials, so the summary is deidentified. The old consent and safety concern also support both disclosures.
Response B2
The consent expired and named only the advisor, so it does not authorize either recipient. The vendor may process records under Rule 11e, but the professor should have sent only tutoring material because the task was to identify learning weaknesses. The parent summary is not deidentified if the rare major, hometown, accommodation, and grades allow recognition. Exhaustion alone does not establish an imminent specific threat. A current consent or facts showing such a threat could change the analysis.
Response B3
Rule 11e supplies a processing basis for the approved vendor if the school instruction stays within the contract and the vendor does not train on the record. The upload nevertheless includes material unrelated to the stated learning task, which weakens the claimed scope. The parent association is not covered by Rule 11e or the expired advisor consent. Initials do not prevent reidentification when the combined details point to Leo. Rule 11c also fails on the stated facts because no imminent specific threat is identified and the association is not shown able to reduce one. Narrower vendor input and a current recipient specific consent would materially change the conclusions.
Response B4
Educational innovation requires flexibility. The professor acted compassionately and used an approved system, while the parent association serves the community. Privacy should be balanced against safety and educational improvement.
Instruction to raters
Score issue recognition, rule and authority, application, counterargument, verification, judgment, and authorship from 0 through 4. Oral ownership and transfer are unavailable and must remain unscored.
Packet B independent score sheet
Response | Issues | Rule | Apply | Counter | Verify | Judge | Author | Evidence note |
|---|---|---|---|---|---|---|---|---|
B1 | __ | __ | __ | __ | __ | __ | __ | ________________ |
B2 | __ | __ | __ | __ | __ | __ | __ | ________________ |
B3 | __ | __ | __ | __ | __ | __ | __ | ________________ |
B4 | __ | __ | __ | __ | __ | __ | __ | ________________ |
Evidence citations
Response | Strongest evidence for score | Most important omission or limit |
|---|---|---|
B1 | ________________________________ | ________________________________ |
B2 | ________________________________ | ________________________________ |
B3 | ________________________________ | ________________________________ |
B4 | ________________________________ | ________________________________ |
Independent completion record
Field | Entry |
|---|---|
Rater code | ________________________ |
Start and finish time | ________________________ |
Key viewed before completion | No Yes and explain __________________________ |
Scoring question | ____________________________________________ |
Signature or initials | ________________________ |
Packet B adjudication key
Open this page only after both independent Packet B score sheets and the initial agreement figures are recorded. The expected bands test use of the registered fictional authority and do not establish a law school grading standard.
Response | Expected band | Decisive evidence | Likely scoring error |
|---|---|---|---|
B1 | 1 to 2 | Relies on approval, initials, expired consent, and generalized safety without applying the rule elements. | Rewarding correct terms without rule application. |
B2 | 3 | Covers consent, vendor scope, reidentification, emergency, and change facts with minor incompleteness. | Demanding every possible issue before awarding competent performance. |
B3 | 3 to 4 | Separates recipients and bases, applies each provision, identifies scope limits, and qualifies change facts. | Treating length or confidence as proof of score 4. |
B4 | 0 to 1 | Uses values language but does not identify or apply the supplied provisions. | Rewarding compassionate tone or a balanced conclusion. |
Adjudication questions
1. Did the rater analyze the vendor and parent association as separate recipients and legal bases?
2. Did rule and authority scoring require accurate use of the supplied provisions rather than citation form alone?
3. Did verification scoring require checking every attributed rule and fact against the closed packet?
4. Did judgment scoring connect the degree of certainty to the evidence instead of rewarding caution or confidence?
5. Did authorship remain unscored where no protected explanation established personal ownership?
Packet B revision record
Issue | Cause | Revision before new set |
|---|---|---|
________________ | Task Anchor Example Rater | ________________________________ |
________________ | Task Anchor Example Rater | ________________________________ |
________________ | Task Anchor Example Rater | ________________________________ |
Bounded critique challenge cards
Each rater marks Permit, Reject and continue, or Stop. The course rule and approved tool are assumed only for the synthetic tabletop exercise. In a real setting, missing authorization requires H0 human only.
Card | Proposed tool action | Rater decision | Reason |
|---|---|---|---|
C1 | List three weaknesses, cite only Rule 11 locators, and ask one question for each. | ________________ | ____________________________ |
C2 | Rewrite the analysis into a stronger memorandum using only the supplied rules. | ________________ | ____________________________ |
C3 | Add a federal privacy statute that the student did not receive. | ________________ | ____________________________ |
C4 | Return four weaknesses because the fourth is important. | ________________ | ____________________________ |
C5 | Ask the student to verify whether Rule 11b consent has expired. | ________________ | ____________________________ |
C6 | Infer that the student probably used another tool because the writing style changed. | ________________ | ____________________________ |
C7 | Process a real accommodation record after replacing the name with initials. | ________________ | ____________________________ |
C8 | Output Boundary stop because the source packet is missing. | ________________ | ____________________________ |
Bounded critique facilitator key
Card | Expected decision | Basis |
|---|---|---|
C1 | Permit | Matches the fixed critique format. |
C2 | Stop | Rewriting substitutes for the student's target work. |
C3 | Stop | Outside authority changes the closed source condition. |
C4 | Reject and continue | The fourth item exceeds the registered limit and must be discarded. |
C5 | Permit | A source bounded verification question is allowed. |
C6 | Stop | Style difference and detector inference cannot establish unauthorized use. |
C7 | Stop | Initials do not make a real sensitive record safe for the exercise. |
C8 | Permit | The boundary stop is the required response to missing sources. |
Safeguard and feasibility review
Review area | Question | Status and evidence |
|---|---|---|
Authorization | Does the operative course rule permit the exact function and condition? | Pass Revise Stop Evidence __________________ |
Approved account | Is the named tool and account approved for the proposed information? | Pass Revise Stop Evidence __________________ |
Data minimization | Can the exercise use synthetic or cleared material with fewer retained fields? | Pass Revise Stop Evidence __________________ |
Deletion | Are the deletion date, owner, and retained outputs defined? | Pass Revise Stop Evidence __________________ |
Accessibility | Are authorized assistive tools preserved without confusing response mode with target reasoning? | Pass Revise Stop Evidence __________________ |
Equivalent route | Does the non AI route preserve instruction, time, feedback, credit, and opportunity? | Pass Revise Stop Evidence __________________ |
Workload | Which ordinary activity is replaced, and who completes scoring and follow up? | Pass Revise Stop Evidence __________________ |
Interpretation | Are institutional ranking, misconduct inference, and causal claims prohibited? | Pass Revise Stop Evidence __________________ |
Actual session workload
Activity | Planned minutes | Actual minutes | Displaced work or burden |
|---|---|---|---|
Preparation | ______ | ______ | ____________________________ |
Independent scoring | ______ | ______ | ____________________________ |
Adjudication | ______ | ______ | ____________________________ |
Safeguard review | ______ | ______ | ____________________________ |
Revision and decision | ______ | ______ | ____________________________ |
Official sources Student privacy and education technology | HHS research protections | Berkeley appropriate use guidance
Calibration calculation and interpretation
Score comparison record
Measure | Packet A | Packet B | Combined |
|---|---|---|---|
Comparable dimension scores | ______ | ______ | ______ |
Exact agreements | ______ | ______ | ______ |
Differences of one point | ______ | ______ | ______ |
Differences of two or more | ______ | ______ | ______ |
Missing evidence handled correctly | ______ | ______ | ______ |
Boundary violations identified | NA | ______ | ______ |
Calculations
Exact agreement Exact agreements divided by comparable scores multiplied by 100 Result __________ percent
Within one point Exact agreements plus one point differences divided by comparable scores multiplied by 100 Result __________ percent
Critical rule agreement Correct verification errors, boundary violations, and missing evidence decisions divided by applicable decisions multiplied by 100 Result __________ percent
Proposed readiness thresholds
Measure | Threshold | Result | Pass |
|---|---|---|---|
Exact agreement | At least 80 percent | ________ | Yes No |
Within one point | 100 percent | ________ | Yes No |
Verification errors | 100 percent | ________ | Yes No |
Boundary violations | 100 percent | ________ | Yes No |
Missing evidence | 100 percent | ________ | Yes No |
The proposed thresholds are operating rules for this investigation. They are not published institutional standards. Failure requires clarification and a new unseen scoring set; it does not justify deleting difficult examples or averaging unresolved scores.
Official sources What Works Clearinghouse standards and protocols
Tabletop readiness decision
Decision field | Packet A | Packet B |
|---|---|---|
Task instructions were clear | Yes No | Yes No |
Scoring anchors were applied consistently | Yes No | Yes No |
Missing evidence was handled correctly | Yes No | Yes No |
Boundary and stop rules were clear | Yes No | Yes No |
Safeguards can be verified locally | Yes No Unresolved | Yes No Unresolved |
Workload can be absorbed or offset | Yes No Unresolved | Yes No Unresolved |
Ready for local determination | Yes No | Yes No |
Required decision
Decision | Select | Basis |
|---|---|---|
Revise and repeat | ____ | A task, anchor, example, safeguard, or workload record produced inconsistent interpretation. |
Ready for determination | ____ | The packet is clear enough to enter the applicable teaching, legal, privacy, accessibility, and research review. |
Pause | ____ | Authorization, approved tool, privacy, equivalent route, rater capacity, or workload remains unresolved. |
Decision record
Field | Entry |
|---|---|
Selected decision | ____________________________________________ |
Evidence supporting decision | ________________________________________________________________________________________ |
Required revision | ________________________________________________________________________________________ |
Responsible person | ____________________________________________ |
Next review date | ____________________________________________ |
Phase Fourteen evidence record and handoff
Evidence status
Evidence layer | What Phase Fourteen provides |
|---|---|
Claim | A complete educator tabletop package for the two Phase Twelve packet types. |
Practice | New unseen synthetic exercises, separate keys, score sheets, boundary challenges, and decision forms. |
Immediate result | The package is ready for independent educator scoring and safeguard review. |
Durable result | None until human raters complete unseen examples and later student performance is lawfully observed. |
Context | No institution, educator, or student has used this package; no outreach occurred. |
Gap | Human calibration, local course mapping, authorization, approved tools, workload, privacy, accessibility, retention, and transfer remain unverified. |
Phase Fifteen task
Phase Fifteen should convert the completed educator tabletop records into a final preimplementation determination. It should preserve both original score sheets, calculate agreement, document every revision, verify the course rule and approved account, and decide whether to authorize only a human benchmark, authorize a bounded higher education comparison, or pause.
Limits on expansion
- A tabletop pass permits formal local review; it does not authorize student participation.
- A human only benchmark must use an existing educational activity and preserve ordinary support and accommodations.
- A bounded artificial intelligence condition requires express course authorization, an approved account, a frozen human first record, a verified equivalent alternative, and protected C2 through C4 checks.
- No institutional score, ranking, wellness claim, learning claim, or causal conclusion may be drawn from the tabletop materials.
- K through 12 student facing artificial intelligence remains paused under the existing developmental safeguard rule.
Official sources Berkeley Law artificial intelligence policy | Berkeley teaching guidance | Berkeley licensed artificial intelligence tools | Thomas Aquinas College California Code of Conduct