Demonstration client packet

What a finished Research Desk packet looks like

This is a fictional example created only to show delivery structure. It is not a factual investigation.

Client question

Confirm a municipal contract award date, determine when the selected vendor changed public-facing names, and establish whether the available public record shows a hearing before payment.

1. Findings summary

The scoped record supports the approval date. The vendor-name claim needs narrower wording because an archived website establishes a public-facing name change, not the legal effective date of a corporate filing. No source located in the scoped search confirms a hearing before payment, so that claim remains unresolved rather than inferred.

2. Claim verification matrix

ClaimStatusSupport
Contract approved March 12.SupportedA1 + A2
Vendor changed names before approval.Needs qualificationA3
Public hearing occurred before payment.UnresolvedNo confirming source located

3. Source register

IDSourceTypeUsePinpoint
A1Agency meeting minutesPrimary / officialMeeting date and votepp. 3–4
A2Procurement registerPrimary / officialContract ID and award dateentry 24-017
A3Archived vendor pageContemporaneous web recordPublic-facing name/date rangeMar. 14 snapshot

4. What remains unresolved

No hearing notice, agenda entry, transcript, or minutes were located within the agreed sources and date range.

5. Recommended next step

Request the agency hearing notices, payment authorization record, and contract-file index for the relevant date range.