16. Values & Evaluation Template (for Listings/Liquidity Mandates)
Listing / Mandate Evaluation Rubric (required fields):-
Observation: objective facts (issuer history, redemption terms, reserve plan, guarantors, limits).
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Valuation: what matters (care, risk, capacity, non-dominance) + who is affected.
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Needs/Boundaries: ecological + social + trust constraints (including prohibited list screening).
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Request: concrete next step with owner + deadline (approve / revise / reject / human review).
Output must include: risk tier, reserve floor, limiter caps, remedy pathway, and review date.
Guardrails: Timelocked index edits; quorumed limit changes; emergency pause criteria; auditable logs; forkability. Health Indicators: fulfillment rate; reserve alarms; limit utilization; routing pass/fail; guarantor payout performance.