UBEC Stewardship Decision Guide

UBEC Stewardship Decision Guide

Four Pathways to Participation: Evaluation Framework & Decision Matrices

Document Version: 1.0
Date: December 31, 2025
Purpose: Guide stewards through the evaluation and decision-making process for all four core beneficiary pathways


"I am because we are" β€” Ubuntu

This guide embodies the Ubuntu principle that our individual decisions affect the collective. As stewards, we hold sacred trust to ensure the 65% token allocation reaches those who will strengthen our regenerative food systems and local food sovereignty.


Table of Contents

  1. Introduction to Stewardship
  2. The Four Pathways Overview
  3. Evaluation Committee Composition
  4. Universal Evaluation Framework
  5. Pathway 1: Farmer Decision Matrix
  6. Pathway 2: Community Decision Matrix
  7. Pathway 3: Community Activator Decision Matrix
  8. Pathway 4: Living Lab Decision Matrix
  9. Decision Outcomes & Process
  10. Appeals Process
  11. Post-Decision Support
  12. Appendices

Introduction to Stewardship

The Sacred Trust

As evaluation committee members and stewards, you hold a sacred responsibility: ensuring that UBEC tokens flow to those who will strengthen our collective mission of regenerative food systems and local food sovereignty. This is not merely an administrative functionβ€”it is an act of Ubuntu in practice.

Guiding Principles for Stewards

1. Serve the Whole Every decision should strengthen the entire ecosystem, not just benefit individual applicants.

2. Practice Ubuntu Embody diversity, reciprocity, mutualism, and regeneration in your evaluation process.

3. Seek Understanding Before judging, seek to understand. Ask clarifying questions. Honor each applicant's story.

4. Balance Heart and Head Use both rigorous criteria AND intuitive wisdom. Numbers inform but don't dictate.

5. Assume Good Faith Begin with trust. Most applicants genuinely want to contribute to food sovereignty.

6. Acknowledge Limitations We cannot fund everyone. Saying "not yet" is sometimes the most loving response.

7. Commit to Transparency All decisions should be explainable, defensible, and documented.


The Four Pathways Overview

The UBEC Protocol dedicates 65% of issued utility tokens to four core beneficiary types:

Pathway Definition Token Range Timeline
🌾 Farmer Individual farmers or farming households operating small-scale regenerative agriculture 1,000 - 50,000 UBEC 30-60 days
🏘️ Community Collective organizations building local food sovereignty 10,000 - 200,000 UBEC 45-90 days
🌟 Community Activator Facilitators serving multiple farmers and communities 20,000 - 100,000 UBEC/year 45-75 days
🌱 Living Lab Educational institutions integrating environmental monitoring and citizen science 5,000 - 25,000 UBEC (setup) 30-45 days

How the Pathways Interconnect

                    β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
                    β”‚  Community Activator β”‚
                    β”‚    (Facilitates)     β”‚
                    β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜
                               β”‚
           β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”Όβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
           β”‚                   β”‚                   β”‚
           β–Ό                   β–Ό                   β–Ό
    β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”     β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”     β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
    β”‚   Farmer    │◄───►│  Community  │◄───►│ Living Lab  β”‚
    β”‚  (Produces) β”‚     β”‚ (Organizes) β”‚     β”‚ (Educates)  β”‚
    β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜     β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜     β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜
           β”‚                   β”‚                   β”‚
           β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜
                               β”‚
                    β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β–Όβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
                    β”‚   Bioregional Food  β”‚
                    β”‚     Sovereignty     β”‚
                    β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜

Evaluation Committee Composition

Required Representation

Each evaluation should include perspectives from:

Role Expertise Primary Focus
UBEC Team Member Protocol knowledge, token mechanics Alignment with mission
Experienced Regenerative Farmer Practical agricultural knowledge Regenerative viability
Community Organizer Collective governance, social dynamics Community benefit
Indigenous/Traditional Knowledge Holder Ancestral wisdom, local ecology Cultural appropriateness
Food Sovereignty Advocate Movement context, political economy Systemic impact
Technical Expert Soil science, permaculture, IoT Technical feasibility
Educational Specialist Pedagogy, especially Waldorf/anthroposophical Learning integration
Regional Representative Local context, relationships Place-based relevance

Quorum Requirements

Decision Type Minimum Evaluators Consensus Required
Farmer Application 3 Majority (2 of 3)
Community Application 5 Supermajority (4 of 5)
Community Activator Application 4 Supermajority (3 of 4)
Living Lab Application 4 Majority (3 of 4)

Universal Evaluation Framework

The Five Dimensions of Ubuntu Alignment

Every application is evaluated across five dimensions, each weighted at 20% of the total score:

Dimension Core Question Token Element
🌬️ Diversity Does this bring unique value to the ecosystem? Air (UBEC)
πŸ’§ Reciprocity Will there be balanced giving and receiving? Water (UBECrc)
🌍 Mutualism Does this create mutual benefit for all parties? Earth (UBECgpi)
πŸ”₯ Regeneration Will this heal and restore rather than deplete? Fire (UBECtt)
πŸ”— Interdependence Does this strengthen the web of relationships? All tokens

Universal Scoring Scale

Score Rating Description
5 Exemplary Exceeds expectations in every way; model for others
4 Strong Clearly meets criteria with notable strengths
3 Adequate Meets minimum criteria; some areas for growth
2 Developing Shows potential but significant gaps exist
1 Insufficient Does not meet criteria; major concerns
0 Absent No evidence of this criterion

Score Thresholds for Decisions

Overall Score Decision Recommendation
4.0 - 5.0 Full Approval
3.0 - 3.9 Conditional Approval
2.0 - 2.9 Deferred (guidance for reapplication)
0.0 - 1.9 Declined

Pathway 1: Farmer Decision Matrix

Applicant Profile

Who Applies: Individual farmers or farming households operating small-scale agricultural operations committed to regenerative food production.

Token Range: 1,000 - 50,000 UBEC
Evaluation Timeline: 30-60 days

Farmer Evaluation Criteria Matrix

Category A: Regenerative Commitment (25% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
A1. Soil Health Practices 6% Multiple integrated practices (no-till, cover crops, composting, biochar) with documented improvement Basic soil health practices in place or planned No soil health focus; chemical-dependent
A2. Biodiversity Enhancement 5% Active habitat creation, polyculture, multiple species integration Some diversity planning; monoculture reduction Monoculture; no biodiversity consideration
A3. Water Conservation 5% Rainwater harvesting, drip irrigation, swales, greywater systems Basic water management; some conservation No water conservation; wasteful practices
A4. Integrated Pest Management 5% Companion planting, beneficial insects, zero synthetic pesticides Reduced pesticide use; biological controls Heavy pesticide reliance; no alternatives
A5. Agroforestry/Polyculture 4% Food forests, silvopasture, integrated annual/perennial systems Some tree integration; simple polyculture No tree integration; annual monoculture

Category B: Scale Appropriateness (15% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
B1. Human-Scaled Operations 5% Hand tools, appropriate technology, human labor central Mix of small machinery and hand labor Industrial equipment; factory farm mentality
B2. Size Appropriate to Context 5% Farm size matches local needs and capacity Reasonable size with some overextension Too large for sustainable management
B3. Labor Model 5% Family/community labor; fair wages if hired Primarily local labor; some external Exploitative labor; distant workers

Category C: Community Benefit (25% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
C1. Local Food Supply 7% Primary supplier for local families; food hub participant Regular local market sales No local sales; all exported
C2. Community Food Access 6% Sliding scale, donations, gleaning programs, food bank partner Some accessibility initiatives No accessibility consideration
C3. Knowledge Sharing 6% Hosts workshops, mentors others, writes guides Willing to share when asked Unwilling to share; protective
C4. Cooperative Spirit 6% Active in farmer networks; collaborative marketing Participates when convenient Isolated; competitive mindset

Category D: Sustainability Indicators (20% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
D1. Long-Term Viability 5% 5-year plan with succession; diverse revenue 3-year plan; some diversification No long-term thinking
D2. Resilience Strategies 5% Climate adaptation, crop insurance alternative, savings Some risk mitigation Highly vulnerable; no backup
D3. Diversification 5% Multiple crops, value-added products, agritourism Some diversification Single crop/revenue stream
D4. Closed-Loop Systems 5% On-farm composting, animal integration, waste=resource Some loop closure Linear inputs/outputs

Category E: Symbiotic Relationships (15% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
E1. Ecosystem Integration 4% Farm is habitat; wildlife corridors; native plants Some wildlife consideration Farm as separate from nature
E2. Farmer Collaboration 4% Equipment sharing, bulk buying, joint marketing Occasional collaboration No peer relationships
E3. Wildlife Habitat 4% Hedgerows, ponds, nesting sites, pollinator gardens Some habitat preservation No wildlife consideration
E4. Soil Biology 3% Actively cultivates microbiology; soil food web focus Basic understanding; some practices Soil as dead medium

Farmer Decision Matrix Scoring Sheet

FARMER APPLICATION EVALUATION
═══════════════════════════════════════════════════════════════════

Applicant: ________________________________  Date: ______________
Evaluator: ________________________________  Region: ____________

CATEGORY A: REGENERATIVE COMMITMENT (25%)
─────────────────────────────────────────────────────────────────
A1. Soil Health Practices         (6%)   Score: ___/5  = _____%
A2. Biodiversity Enhancement      (5%)   Score: ___/5  = _____%
A3. Water Conservation            (5%)   Score: ___/5  = _____%
A4. Integrated Pest Management    (5%)   Score: ___/5  = _____%
A5. Agroforestry/Polyculture      (4%)   Score: ___/5  = _____%
                                         Category A Total: _____%

CATEGORY B: SCALE APPROPRIATENESS (15%)
─────────────────────────────────────────────────────────────────
B1. Human-Scaled Operations       (5%)   Score: ___/5  = _____%
B2. Size Appropriate to Context   (5%)   Score: ___/5  = _____%
B3. Labor Model                   (5%)   Score: ___/5  = _____%
                                         Category B Total: _____%

CATEGORY C: COMMUNITY BENEFIT (25%)
─────────────────────────────────────────────────────────────────
C1. Local Food Supply             (7%)   Score: ___/5  = _____%
C2. Community Food Access         (6%)   Score: ___/5  = _____%
C3. Knowledge Sharing             (6%)   Score: ___/5  = _____%
C4. Cooperative Spirit            (6%)   Score: ___/5  = _____%
                                         Category C Total: _____%

CATEGORY D: SUSTAINABILITY INDICATORS (20%)
─────────────────────────────────────────────────────────────────
D1. Long-Term Viability           (5%)   Score: ___/5  = _____%
D2. Resilience Strategies         (5%)   Score: ___/5  = _____%
D3. Diversification               (5%)   Score: ___/5  = _____%
D4. Closed-Loop Systems           (5%)   Score: ___/5  = _____%
                                         Category D Total: _____%

CATEGORY E: SYMBIOTIC RELATIONSHIPS (15%)
─────────────────────────────────────────────────────────────────
E1. Ecosystem Integration         (4%)   Score: ___/5  = _____%
E2. Farmer Collaboration          (4%)   Score: ___/5  = _____%
E3. Wildlife Habitat              (4%)   Score: ___/5  = _____%
E4. Soil Biology                  (3%)   Score: ___/5  = _____%
                                         Category E Total: _____%

═══════════════════════════════════════════════════════════════════
                               TOTAL WEIGHTED SCORE: ________/5.0

UBUNTU ALIGNMENT ASSESSMENT (Qualitative)
─────────────────────────────────────────────────────────────────
🌬️ Diversity:     β–‘ Strong  β–‘ Adequate  β–‘ Developing  β–‘ Weak
πŸ’§ Reciprocity:   β–‘ Strong  β–‘ Adequate  β–‘ Developing  β–‘ Weak
🌍 Mutualism:     β–‘ Strong  β–‘ Adequate  β–‘ Developing  β–‘ Weak
πŸ”₯ Regeneration:  β–‘ Strong  β–‘ Adequate  β–‘ Developing  β–‘ Weak
πŸ”— Interdependence: β–‘ Strong  β–‘ Adequate  β–‘ Developing  β–‘ Weak

RECOMMENDATION
─────────────────────────────────────────────────────────────────
β–‘ Full Approval (4.0-5.0)      Suggested Allocation: _______ UBEC
β–‘ Conditional Approval (3.0-3.9)  Conditions: ____________________
β–‘ Deferred (2.0-2.9)           Guidance: ________________________
β–‘ Declined (0.0-1.9)           Reason: __________________________

EVALUATOR NOTES:
________________________________________________________________
________________________________________________________________
________________________________________________________________

Signature: _________________________ Date: _____________________

Token Allocation Guidelines for Farmers

Factor Lower Range (1,000-10,000) Mid Range (10,001-30,000) Upper Range (30,001-50,000)
Farm Size < 2 hectares 2-10 hectares > 10 hectares
Project Complexity Simple transition Moderate infrastructure Major transformation
Community Impact Household + neighbors Local market/CSA Regional food hub
Local Cost of Living Low-cost region Medium-cost region High-cost region
Specific Needs Seeds, hand tools Small equipment, training Infrastructure, systems

Pathway 2: Community Decision Matrix

Applicant Profile

Who Applies: Existing community organizations or forming collectives with shared commitment to food sovereignty and regenerative practices.

Token Range: 10,000 - 200,000 UBEC
Evaluation Timeline: 45-90 days

Community Evaluation Criteria Matrix

Category A: Collective Commitment (20% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
A1. Community Engagement 5% Broad participation; multiple stakeholder input; documented consensus Core group engaged; some broader input Top-down; limited engagement
A2. Shared Vision 4% Articulated, documented vision; community-validated Vision exists but not widely shared No clear shared vision
A3. Democratic Processes 4% Transparent decision-making; documented governance Basic voting/consensus mechanisms Autocratic or unclear process
A4. Inclusive Participation 4% Active efforts to include marginalized voices Open to all but no proactive inclusion Exclusive or gatekeeping
A5. Conflict Resolution 3% Documented processes; trained facilitators Informal but functional mechanisms No conflict resolution capacity

Category B: Regenerative Approach (20% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
B1. Ecosystem-Based Practices 5% Watershed thinking; habitat restoration; native species Some ecological consideration Extractive mindset
B2. Biodiversity Protection 4% Active conservation; seed saving; genetic diversity Some biodiversity awareness Monoculture approach
B3. Soil & Water Stewardship 4% Community-scale water harvesting; collective composting Basic shared resource management No collective stewardship
B4. Cultural Preservation 4% Traditional practices honored; indigenous knowledge integrated Some cultural connection Cultural disconnection
B5. Intergenerational Transfer 3% Youth programs; elder integration; knowledge documentation Some intergenerational activity No intergenerational focus

Category C: Community Benefit (25% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
C1. Food Access Improvements 6% Comprehensive food security strategy; multiple access points Some food access initiatives No food access improvement
C2. Economic Circulation 5% Local currency; cooperative ownership; reinvestment loops Some local economic activity External economic dependency
C3. Skills & Knowledge Building 5% Regular workshops; mentorship; skill-sharing systems Occasional training opportunities No capacity building
C4. Social Cohesion 5% Regular gatherings; social infrastructure; mutual aid Some community-building activities Fragmented community
C5. Marginalized Empowerment 4% Specific programs for underserved populations Awareness of equity issues No equity consideration

Category D: Organizational Capacity (20% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
D1. Governance Structure 5% Documented bylaws; clear roles; regular elections Basic structure exists No clear governance
D2. Financial Management 5% Transparent accounting; budget process; audit capacity Basic bookkeeping; some transparency No financial systems
D3. Communication Systems 4% Multiple channels; regular updates; accessible to all Basic communication exists Poor communication
D4. Project Management 3% Proven track record; milestone tracking; accountability Some project experience No project management capacity
D5. Partnership Networks 3% Active partnerships; regional connections; resource sharing Some external relationships Isolated organization

Category E: Equity & Inclusion (15% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
E1. Diverse Participation 4% Reflects community demographics; diverse leadership Some diversity in participation Homogeneous participation
E2. Accessibility 3% Physical, economic, language accessibility addressed Some accessibility consideration Barriers to participation
E3. Fair Benefit Distribution 3% Documented equity framework; progressive distribution Awareness of fair distribution Benefits concentrated
E4. Power-Sharing 3% Rotating leadership; distributed authority Some power distribution Concentrated power
E5. Historical Justice 2% Addresses historical injustices; land acknowledgment Awareness of historical context Ignores historical context

Community Decision Matrix Scoring Sheet

COMMUNITY APPLICATION EVALUATION
═══════════════════════════════════════════════════════════════════

Community/Organization: ____________________  Date: ______________
Evaluator: ________________________________  Region: ____________
Number of Members: ____________  Geographic Scope: ______________

CATEGORY A: COLLECTIVE COMMITMENT (20%)
─────────────────────────────────────────────────────────────────
A1. Community Engagement          (5%)   Score: ___/5  = _____%
A2. Shared Vision                 (4%)   Score: ___/5  = _____%
A3. Democratic Processes          (4%)   Score: ___/5  = _____%
A4. Inclusive Participation       (4%)   Score: ___/5  = _____%
A5. Conflict Resolution           (3%)   Score: ___/5  = _____%
                                         Category A Total: _____%

CATEGORY B: REGENERATIVE APPROACH (20%)
─────────────────────────────────────────────────────────────────
B1. Ecosystem-Based Practices     (5%)   Score: ___/5  = _____%
B2. Biodiversity Protection       (4%)   Score: ___/5  = _____%
B3. Soil & Water Stewardship      (4%)   Score: ___/5  = _____%
B4. Cultural Preservation         (4%)   Score: ___/5  = _____%
B5. Intergenerational Transfer    (3%)   Score: ___/5  = _____%
                                         Category B Total: _____%

CATEGORY C: COMMUNITY BENEFIT (25%)
─────────────────────────────────────────────────────────────────
C1. Food Access Improvements      (6%)   Score: ___/5  = _____%
C2. Economic Circulation          (5%)   Score: ___/5  = _____%
C3. Skills & Knowledge Building   (5%)   Score: ___/5  = _____%
C4. Social Cohesion               (5%)   Score: ___/5  = _____%
C5. Marginalized Empowerment      (4%)   Score: ___/5  = _____%
                                         Category C Total: _____%

CATEGORY D: ORGANIZATIONAL CAPACITY (20%)
─────────────────────────────────────────────────────────────────
D1. Governance Structure          (5%)   Score: ___/5  = _____%
D2. Financial Management          (5%)   Score: ___/5  = _____%
D3. Communication Systems         (4%)   Score: ___/5  = _____%
D4. Project Management            (3%)   Score: ___/5  = _____%
D5. Partnership Networks          (3%)   Score: ___/5  = _____%
                                         Category D Total: _____%

CATEGORY E: EQUITY & INCLUSION (15%)
─────────────────────────────────────────────────────────────────
E1. Diverse Participation         (4%)   Score: ___/5  = _____%
E2. Accessibility                 (3%)   Score: ___/5  = _____%
E3. Fair Benefit Distribution     (3%)   Score: ___/5  = _____%
E4. Power-Sharing                 (3%)   Score: ___/5  = _____%
E5. Historical Justice            (2%)   Score: ___/5  = _____%
                                         Category E Total: _____%

═══════════════════════════════════════════════════════════════════
                               TOTAL WEIGHTED SCORE: ________/5.0

COMMUNITY RATIFICATION STATUS
─────────────────────────────────────────────────────────────────
β–‘ Community ratification vote completed
β–‘ Vote percentage in favor: ______%
β–‘ Authorized representatives confirmed

RECOMMENDATION
─────────────────────────────────────────────────────────────────
β–‘ Full Approval (4.0-5.0)      Suggested Allocation: _______ UBEC
β–‘ Conditional Approval (3.0-3.9)  Conditions: ____________________
β–‘ Deferred (2.0-2.9)           Guidance: ________________________
β–‘ Declined (0.0-1.9)           Reason: __________________________

Signature: _________________________ Date: _____________________

Token Allocation Guidelines for Communities

Factor Lower Range (10,000-50,000) Mid Range (50,001-120,000) Upper Range (120,001-200,000)
Community Size < 50 households 50-200 households > 200 households
Project Scope Single initiative Multiple integrated projects Comprehensive food system
Infrastructure Needs Minimal Moderate (food hub, equipment) Major (processing, storage)
Geographic Reach Neighborhood District/municipality Regional/multi-community

Pathway 3: Community Activator Decision Matrix

Applicant Profile

Who Applies: Experienced individuals with track records in regenerative agriculture and/or community organizing, seeking to serve multiple farmers and communities.

Token Range: 20,000 - 100,000 UBEC annually
Evaluation Timeline: 45-75 days

Community Activator Evaluation Criteria Matrix

Category A: Expertise & Experience (25% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
A1. Regenerative Agriculture Knowledge 6% Deep expertise; certification; published work Solid practical knowledge Basic understanding only
A2. Community Organizing Skills 5% Proven track record; multiple successful projects Some organizing experience No organizing experience
A3. Training & Facilitation 5% Trained facilitator; curriculum development; evaluation Can lead workshops effectively Limited facilitation skills
A4. Conflict Resolution 5% Mediation training; demonstrated resolution Can navigate basic conflicts Avoids or escalates conflicts
A5. Cultural Competency 4% Multilingual; worked across cultures; humble learner Some cross-cultural experience Culturally unaware

Category B: Service Orientation (20% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
B1. Commitment to Serving Others 5% Track record of service; testimonials; references Genuine desire to serve Self-interest primary
B2. Humility & Listening 4% Asks more than tells; honors local knowledge Generally receptive Expert mindset; doesn't listen
B3. Adaptability 4% Tailors approach to context; flexible methods Can adapt when necessary Rigid approach
B4. Respect for Local Autonomy 4% Empowers local decision-making; doesn't impose Generally respectful Controlling or paternalistic
B5. Long-Term Dedication 3% Multi-year commitment; succession planning 2+ year commitment Short-term thinking

Category C: Network & Reach (20% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
C1. Existing Farmer/Community Relationships 5% 20+ ongoing relationships; trusted advisor 10+ relationships; known quantity Few existing relationships
C2. Geographic Scope 4% Multi-region; travel capacity; diverse contexts Single region with depth Limited geographic reach
C3. Diversity of Contexts Served 4% Urban/rural; various scales; multiple cultures Some diversity of experience Narrow experience
C4. Movement Connections 4% Connected to broader food sovereignty movements Some movement awareness Isolated from movements
C5. Peer Reputation 3% Strong recommendations from peers; sought-after Positive peer relationships Unknown or poor reputation

Category D: Methodological Approach (20% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
D1. Participatory Methods 5% Co-creation; community-led design; empowerment focus Uses participatory approaches Top-down methods
D2. Ubuntu Alignment 5% Embodies all four principles; can articulate philosophy Understanding of Ubuntu values Misaligned values
D3. Systems Thinking 4% Sees interconnections; works at multiple scales Some systems awareness Linear thinking
D4. Innovation & Adaptation 3% Develops new approaches; learns and iterates Can adapt existing methods Relies on outdated approaches
D5. Evidence of Effectiveness 3% Documented outcomes; case studies; before/after Some evidence of impact No evidence of effectiveness

Category E: Capacity & Commitment (15% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
E1. Time Availability 4% Full-time commitment possible; clear schedule Part-time with clear boundaries Limited or uncertain availability
E2. Organizational Skills 4% Excellent planning; meets deadlines; systems in place Adequate organization Disorganized
E3. Communication Abilities 4% Clear writing and speaking; responsive; accessible Adequate communication Poor communicator
E4. Realistic Scope 3% Proposal matches capacity; achievable timeline Reasonable scope Overcommitted or unrealistic

Community Activator Decision Matrix Scoring Sheet

COMMUNITY ACTIVATOR APPLICATION EVALUATION
═══════════════════════════════════════════════════════════════════

Applicant: ________________________________  Date: ______________
Evaluator: ________________________________  Region: ____________
Proposed Scope: β–‘ Full-time  β–‘ Part-time  Geographic Focus: _____

CATEGORY A: EXPERTISE & EXPERIENCE (25%)
─────────────────────────────────────────────────────────────────
A1. Regenerative Agriculture Knowledge (6%)   Score: ___/5 = _____%
A2. Community Organizing Skills        (5%)   Score: ___/5 = _____%
A3. Training & Facilitation            (5%)   Score: ___/5 = _____%
A4. Conflict Resolution                (5%)   Score: ___/5 = _____%
A5. Cultural Competency                (4%)   Score: ___/5 = _____%
                                              Category A Total: _____%

CATEGORY B: SERVICE ORIENTATION (20%)
─────────────────────────────────────────────────────────────────
B1. Commitment to Serving Others       (5%)   Score: ___/5 = _____%
B2. Humility & Listening               (4%)   Score: ___/5 = _____%
B3. Adaptability                       (4%)   Score: ___/5 = _____%
B4. Respect for Local Autonomy         (4%)   Score: ___/5 = _____%
B5. Long-Term Dedication               (3%)   Score: ___/5 = _____%
                                              Category B Total: _____%

CATEGORY C: NETWORK & REACH (20%)
─────────────────────────────────────────────────────────────────
C1. Existing Relationships             (5%)   Score: ___/5 = _____%
C2. Geographic Scope                   (4%)   Score: ___/5 = _____%
C3. Diversity of Contexts              (4%)   Score: ___/5 = _____%
C4. Movement Connections               (4%)   Score: ___/5 = _____%
C5. Peer Reputation                    (3%)   Score: ___/5 = _____%
                                              Category C Total: _____%

CATEGORY D: METHODOLOGICAL APPROACH (20%)
─────────────────────────────────────────────────────────────────
D1. Participatory Methods              (5%)   Score: ___/5 = _____%
D2. Ubuntu Alignment                   (5%)   Score: ___/5 = _____%
D3. Systems Thinking                   (4%)   Score: ___/5 = _____%
D4. Innovation & Adaptation            (3%)   Score: ___/5 = _____%
D5. Evidence of Effectiveness          (3%)   Score: ___/5 = _____%
                                              Category D Total: _____%

CATEGORY E: CAPACITY & COMMITMENT (15%)
─────────────────────────────────────────────────────────────────
E1. Time Availability                  (4%)   Score: ___/5 = _____%
E2. Organizational Skills              (4%)   Score: ___/5 = _____%
E3. Communication Abilities            (4%)   Score: ___/5 = _____%
E4. Realistic Scope                    (3%)   Score: ___/5 = _____%
                                              Category E Total: _____%

═══════════════════════════════════════════════════════════════════
                               TOTAL WEIGHTED SCORE: ________/5.0

REFERENCE CHECK SUMMARY
─────────────────────────────────────────────────────────────────
Reference 1: _______________ Relationship: _______ Rating: ___/5
Reference 2: _______________ Relationship: _______ Rating: ___/5
Reference 3: _______________ Relationship: _______ Rating: ___/5

PORTFOLIO REVIEW
─────────────────────────────────────────────────────────────────
β–‘ Case studies reviewed: _____ Quality: β–‘ Strong β–‘ Adequate β–‘ Weak
β–‘ Testimonials verified: _____ Quality: β–‘ Strong β–‘ Adequate β–‘ Weak
β–‘ Impact documentation: β–‘ Quantified β–‘ Qualitative β–‘ Insufficient

RECOMMENDATION
─────────────────────────────────────────────────────────────────
β–‘ Full Approval (4.0-5.0)    
  Annual Allocation: _______ UBEC (stipend + project funds)
  β–‘ Monthly disbursement  β–‘ Quarterly disbursement

β–‘ Conditional Approval (3.0-3.9)  Conditions: ____________________
β–‘ Deferred (2.0-2.9)             Guidance: ______________________
β–‘ Declined (0.0-1.9)             Reason: ________________________

Signature: _________________________ Date: _____________________

Token Allocation Guidelines for Community Activators

Factor Lower Range (20,000-40,000/yr) Mid Range (40,001-70,000/yr) Upper Range (70,001-100,000/yr)
Commitment Level Part-time (10-20 hrs/wk) Half-time (20-30 hrs/wk) Full-time (30+ hrs/wk)
Participants Served 10-30 farmers/communities 30-75 farmers/communities 75+ farmers/communities
Geographic Scope Single bioregion Multiple bioregions Regional/national
Project Complexity Training/workshops Training + organizing Comprehensive ecosystem building
Experience Level 3-5 years 5-10 years 10+ years

Pathway 4: Living Lab Decision Matrix

Applicant Profile

Who Applies: Educational institutions (schools, universities) or community learning organizations with land suitable for diverse ecosystems and commitment to environmental education.

Token Range: 5,000 - 25,000 UBEC (initial setup)
Evaluation Timeline: 30-45 days

Living Lab Evaluation Criteria Matrix

Category A: Educational Commitment (25% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
A1. Educational Mission 6% Environmental education central; documented curriculum Some environmental programming No environmental education focus
A2. Curriculum Integration Plan 5% Detailed cross-curricular integration; teacher training Basic integration plan No integration planning
A3. Student Engagement Capacity 5% Active student programs; outdoor learning culture Some student involvement Limited student engagement
A4. Age-Appropriate Design 5% Multi-age programming; developmental considerations Single-age focus with adaptability No age-appropriate design
A5. Long-Term Sustainability 4% Institutionalized; budget line; succession plan 3+ year commitment Short-term or uncertain

Category B: Physical Infrastructure (20% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
B1. Suitable Land 5% 1,000+ mΒ² diverse ecosystems; multiple habitats Adequate space; some diversity Insufficient land or diversity
B2. Accessibility 4% Full accessibility; multiple entry points; safe paths Basic accessibility Accessibility barriers
B3. Food Production Potential 4% Garden beds; fruit trees; greenhouse potential Some food growing capacity No food production capacity
B4. Water Features 4% Pond, stream, or rain garden; aquatic education Access to water features No water features
B5. Sustainable Site Management 3% Organic maintenance; native plantings; no chemicals Moving toward sustainability Chemical-dependent management

Category C: Technical Capacity (20% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
C1. WiFi/Network Connectivity 5% Reliable outdoor WiFi; sufficient bandwidth Can establish connectivity No connectivity possible
C2. Technical Support 5% Dedicated IT staff; maintenance capacity Access to technical support No technical support
C3. Data Management Understanding 4% Data literacy; privacy awareness; systems in place Basic data understanding No data management capacity
C4. Equipment Maintenance 3% Maintenance schedule; replacement budget Can maintain with guidance No maintenance capacity
C5. Digital Integration 3% Existing digital systems; integration capacity Basic digital tools No digital infrastructure

Category D: Citizen Science Orientation (20% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
D1. Scientific Observation Methods 5% Protocols in place; accuracy focus; documentation Basic scientific approach No scientific methodology
D2. Data Quality Commitment 5% Quality control processes; calibration awareness Understands data quality importance No data quality consideration
D3. Broader Network Participation 4% Connected to citizen science networks Willing to participate Isolated approach
D4. Public Data Sharing 3% Open data commitment; accessible formats Willing to share data Reluctant to share
D5. Research Ethics 3% Ethics training; student safety protocols Basic ethics awareness No ethics consideration

Category E: Community Integration (15% of total)

Criterion Weight Score 5 (Exemplary) Score 3 (Adequate) Score 1 (Insufficient)
E1. Public Access/Community Involvement 4% Community open days; volunteer programs; public access Some community connection Closed to community
E2. Local Environmental Partnerships 4% Active partnerships; joint projects Some local connections No environmental partnerships
E3. Food Sovereignty Contribution 4% School garden feeds community; seed sharing Some food sharing No food sovereignty connection
E4. Knowledge Sharing 3% Hosts workshops; shares learnings publicly Shares when asked No knowledge sharing

Living Lab Decision Matrix Scoring Sheet

LIVING LAB APPLICATION EVALUATION
═══════════════════════════════════════════════════════════════════

Institution: ______________________________  Date: ______________
Evaluator: ________________________________  Region: ____________
Site Size: ____________ mΒ²  Student Population: ________________

CATEGORY A: EDUCATIONAL COMMITMENT (25%)
─────────────────────────────────────────────────────────────────
A1. Educational Mission            (6%)   Score: ___/5 = _____%
A2. Curriculum Integration Plan    (5%)   Score: ___/5 = _____%
A3. Student Engagement Capacity    (5%)   Score: ___/5 = _____%
A4. Age-Appropriate Design         (5%)   Score: ___/5 = _____%
A5. Long-Term Sustainability       (4%)   Score: ___/5 = _____%
                                          Category A Total: _____%

CATEGORY B: PHYSICAL INFRASTRUCTURE (20%)
─────────────────────────────────────────────────────────────────
B1. Suitable Land                  (5%)   Score: ___/5 = _____%
B2. Accessibility                  (4%)   Score: ___/5 = _____%
B3. Food Production Potential      (4%)   Score: ___/5 = _____%
B4. Water Features                 (4%)   Score: ___/5 = _____%
B5. Sustainable Site Management    (3%)   Score: ___/5 = _____%
                                          Category B Total: _____%

CATEGORY C: TECHNICAL CAPACITY (20%)
─────────────────────────────────────────────────────────────────
C1. WiFi/Network Connectivity      (5%)   Score: ___/5 = _____%
C2. Technical Support              (5%)   Score: ___/5 = _____%
C3. Data Management Understanding  (4%)   Score: ___/5 = _____%
C4. Equipment Maintenance          (3%)   Score: ___/5 = _____%
C5. Digital Integration            (3%)   Score: ___/5 = _____%
                                          Category C Total: _____%

CATEGORY D: CITIZEN SCIENCE ORIENTATION (20%)
─────────────────────────────────────────────────────────────────
D1. Scientific Observation Methods (5%)   Score: ___/5 = _____%
D2. Data Quality Commitment        (5%)   Score: ___/5 = _____%
D3. Broader Network Participation  (4%)   Score: ___/5 = _____%
D4. Public Data Sharing            (3%)   Score: ___/5 = _____%
D5. Research Ethics                (3%)   Score: ___/5 = _____%
                                          Category D Total: _____%

CATEGORY E: COMMUNITY INTEGRATION (15%)
─────────────────────────────────────────────────────────────────
E1. Public Access/Community        (4%)   Score: ___/5 = _____%
E2. Environmental Partnerships     (4%)   Score: ___/5 = _____%
E3. Food Sovereignty Contribution  (4%)   Score: ___/5 = _____%
E4. Knowledge Sharing              (3%)   Score: ___/5 = _____%
                                          Category E Total: _____%

═══════════════════════════════════════════════════════════════════
                               TOTAL WEIGHTED SCORE: ________/5.0

SITE ASSESSMENT SUMMARY
─────────────────────────────────────────────────────────────────
Assessment Type: β–‘ In-Person Visit  β–‘ Virtual Assessment
Date of Assessment: ______________
Site Suitability: β–‘ Excellent  β–‘ Adequate  β–‘ Marginal  β–‘ Unsuitable
Key Observations: ____________________________________________

STAKEHOLDER ENGAGEMENT
─────────────────────────────────────────────────────────────────
β–‘ Teachers consulted: _____ Support level: β–‘ Strong β–‘ Moderate β–‘ Low
β–‘ Administration approval: β–‘ Full β–‘ Conditional β–‘ Pending
β–‘ Student input gathered: β–‘ Yes β–‘ No

RECOMMENDATION
─────────────────────────────────────────────────────────────────
β–‘ Full Approval (4.0-5.0)    
  Setup Allocation: _______ UBEC
  Equipment Package: β–‘ Basic β–‘ Standard β–‘ Advanced

β–‘ Conditional Approval (3.0-3.9)  Conditions: ____________________
β–‘ Deferred (2.0-2.9)             Guidance: ______________________
β–‘ Declined (0.0-1.9)             Reason: ________________________

Signature: _________________________ Date: _____________________

Token Allocation Guidelines for Living Labs

Factor Lower Range (5,000-10,000) Mid Range (10,001-18,000) Upper Range (18,001-25,000)
Site Size < 1,000 mΒ² 1,000-3,000 mΒ² > 3,000 mΒ²
Technical Complexity Basic sensors Standard sensor array Advanced monitoring network
Student Reach < 100 students 100-500 students > 500 students
Community Integration School-focused Some community access Full community integration
Ecosystem Diversity Single habitat type Multiple habitats Comprehensive ecosystem

Decision Outcomes & Process

The Four Decision Types

1. Full Approval βœ…

Definition: Applicant meets all criteria with strong performance; immediate token allocation.

Requirements: - Overall score: 4.0 - 5.0 - No critical gaps (no category below 3.0) - Ubuntu alignment: Strong across all dimensions - Committee consensus or supermajority

Next Steps: 1. Agreement drafting (7-14 days) 2. Applicant review and signing 3. Technical setup (wallet, trustlines) 4. Token allocation within 7 days of wallet verification 5. Onboarding and welcome orientation

2. Conditional Approval ⚠️

Definition: Applicant meets most criteria but specific conditions must be met before token allocation.

Requirements: - Overall score: 3.0 - 3.9 - Identifiable conditions that can be met - Strong potential demonstrated - Committee agrees conditions are achievable

Common Conditions: - Complete specific training - Develop missing documentation - Establish required partnerships - Demonstrate community support - Address specific technical gaps - Secure institutional approval

Next Steps: 1. Written notification with specific conditions 2. Timeline for meeting conditions (30-90 days typically) 3. Support provided to meet conditions 4. Follow-up assessment when conditions reported met 5. Full approval upon condition satisfaction

3. Deferred πŸ”„

Definition: Applicant shows promise but is not yet ready; guidance provided for reapplication.

Requirements: - Overall score: 2.0 - 2.9 - Potential for future success evident - Gaps are addressable with time and effort - Not a fundamental misalignment

Guidance Provided: - Specific areas needing development - Resources and support available - Suggested timeline for reapplication - Mentorship connections when appropriate

Next Steps: 1. Written feedback with specific guidance 2. Resource packet for development 3. Connection to peer network or mentor 4. Invitation to reapply (typically 6-12 months) 5. Support during development period

4. Declined ❌

Definition: Applicant does not meet criteria; explanation provided.

Requirements: - Overall score: 0.0 - 1.9 - Fundamental misalignment with mission - Critical gaps that cannot be readily addressed - Or significant concerns identified

Reasons for Decline: - Scale inappropriate (industrial vs. human-scaled) - Values misalignment (extractive vs. regenerative) - Capacity concerns (unable to implement effectively) - Integrity concerns (misrepresentation, conflicts) - Unsuitable context (location, timing, circumstances)

Next Steps: 1. Written explanation of decision 2. Alternative pathway suggestions when appropriate 3. Appeals process information 4. May reapply after significant changes

Decision Documentation Requirements

Every decision must include:

  1. Completed Scoring Matrix - All criteria scored with justification
  2. Ubuntu Alignment Assessment - Qualitative evaluation of all five principles
  3. Evaluator Notes - Key observations, concerns, and strengths
  4. Reference Check Summary (for Activators) - Verified testimonials
  5. Site Assessment Report (for Farmers and Living Labs) - Observation findings
  6. Community Validation Summary (for Communities) - Engagement evidence
  7. Committee Discussion Notes - Key points from deliberation
  8. Final Recommendation - Signed by all evaluators
  9. Token Allocation Rationale - Justification for specific amount

Appeals Process

Right to Appeal

All applicants receiving Conditional Approval, Deferred, or Declined decisions have the right to appeal within 30 days of notification.

Grounds for Appeal

Appeals may be submitted based on:

  1. Procedural Error - Evaluation process not followed correctly
  2. New Information - Relevant information not available during evaluation
  3. Misunderstanding - Key aspects of application misinterpreted
  4. Discrimination - Unfair treatment based on protected characteristics
  5. Factual Error - Evaluation based on incorrect facts

Appeal Process

Step 1: Submit Written Appeal (within 30 days)
    β”‚
    β–Ό
Step 2: Appeal Acknowledgment (within 7 days)
    β”‚
    β–Ό
Step 3: Appeal Review Committee Formation
        (Different members from original committee)
    β”‚
    β–Ό
Step 4: Document Review (14 days)
    β”‚
    β–Ό
Step 5: Applicant Hearing (if requested)
    β”‚
    β–Ό
Step 6: Appeal Decision (within 30 days of submission)
    β”‚
    β”œβ”€β”€β–Ί Appeal Upheld: Original decision stands
    β”‚
    β”œβ”€β”€β–Ί Appeal Partially Upheld: Modified decision
    β”‚
    └──► Appeal Granted: New evaluation or reversed decision

Appeal Review Committee

The Appeal Review Committee must include: - At least one UBEC team member (different from original) - At least one community elder or respected leader - At least one peer from the same pathway (Farmer for farmer appeals, etc.)

Appeal Decision Criteria

The Appeal Review Committee evaluates: - Whether proper procedures were followed - Whether new information materially changes assessment - Whether original evaluation was fair and reasonable - Whether any bias or error affected the outcome


Post-Decision Support

For Approved Applicants

Month 1: Intensive Support - Welcome orientation and onboarding - Technical setup assistance - Connection to peer network - First token transactions support - Regular check-ins

Month 3: First Formal Check-In - Progress review - Challenge identification - Plan adjustments if needed - Peer learning connections

Month 6: Mid-Term Assessment - Comprehensive progress review - Impact assessment - Additional support needs - Continued funding assessment (for Activators)

Month 12: Annual Evaluation - Full impact review - Holonic score assessment - Renewal process (for Activators) - Success celebration and documentation

Support Resources Available

Resource Description Access
Peer Network Connect with same-pathway participants Online forum + regional gatherings
Technical Help Desk Wallet, token, platform support Email + chat support
Mentor Matching Experienced participants available Request through liaison
Resource Library Guides, templates, best practices Online knowledge base
Problem-Solving Support Help navigating challenges Liaison + committee

Challenge Response Protocol

When participants encounter difficulties:

  1. Early Warning System - Regular check-ins identify struggles early
  2. Intervention Assessment - Determine type and level of support needed
  3. Additional Support Provision - Deploy appropriate resources
  4. Plan Modification - Adjust expectations and timelines when needed
  5. Grace and Accountability - Balance flexibility with responsibility

Appendices

Appendix A: Ubuntu Principles Quick Reference

Principle Element Token Key Question Evidence
Diversity Air UBEC Does this bring unique value? Distinctive approach, inclusive participation
Reciprocity Water UBECrc Is there balanced exchange? Giving AND receiving; not one-way
Mutualism Earth UBECgpi Does everyone benefit? Win-win relationships; sustainable partnerships
Regeneration Fire UBECtt Does this heal and restore? Positive impact; leaving things better
Interdependence All All Does this strengthen connections? Network building; ecosystem thinking

Appendix B: Red Flags Checklist

The following warrant additional scrutiny or may indicate decline:

Mission Alignment Red Flags: - [ ] Industrial scale or mindset - [ ] Extractive rather than regenerative approach - [ ] No community benefit orientation - [ ] Competitive rather than cooperative spirit - [ ] Short-term thinking only

Capacity Red Flags: - [ ] No clear governance or leadership - [ ] Financial mismanagement history - [ ] Inability to complete basic application - [ ] No relevant experience or expertise - [ ] Unrealistic timelines or budgets

Integrity Red Flags: - [ ] Misrepresentation in application - [ ] Inconsistencies in documentation - [ ] Poor references or inability to provide references - [ ] History of conflicts or failed partnerships - [ ] Unwillingness to be transparent

Appendix C: Decision Timeline Summary

Pathway Application to Decision Agreement Drafting Token Allocation
Farmer 30-60 days 7-14 days 7 days after wallet
Community 45-90 days 14-21 days 7 days after wallet
Community Activator 45-75 days 7-14 days 7 days after agreement
Living Lab 30-45 days 7-14 days 7 days after wallet

Appendix D: Evaluator Code of Conduct

All evaluation committee members commit to:

  1. Confidentiality - Application details not shared outside committee
  2. Impartiality - Recuse from conflicts of interest
  3. Respect - Treat all applicants with dignity
  4. Thoroughness - Review all materials carefully
  5. Timeliness - Complete evaluations within deadlines
  6. Documentation - Record decisions and rationale
  7. Collaboration - Engage constructively in committee discussions
  8. Continuous Learning - Improve evaluation skills over time

Appendix E: Glossary of Terms

Term Definition
Bioregion Geographic area defined by ecological and community boundaries
Core Beneficiary Farmer, Community, Community Activator, or Living Lab receiving 65% allocation
Holonic Score Composite measure of Ubuntu alignment (0-1 scale)
Regenerative Practices that restore and heal rather than deplete
Food Sovereignty Community control over food systems
Token Allocation UBEC tokens granted to approved beneficiaries
Trustline Stellar network permission to hold specific tokens
Ubuntu African philosophy meaning "I am because we are"

Document Information

Version History: - v1.0 (December 31, 2025) - Initial release

Attribution: This project uses the services of Claude and Anthropic PBC to inform our decisions and recommendations. This project was made possible with the assistance of Claude and Anthropic PBC.

Review Schedule: This guide should be reviewed and updated quarterly, or whenever significant changes to the evaluation process occur.

Feedback: Stewards and applicants are encouraged to provide feedback on this guide to continuously improve the evaluation process.


"When we evaluate applications, we are not gatekeepingβ€”we are stewarding sacred resources for the benefit of all. Every decision we make ripples through the ecosystem. May we decide with wisdom, compassion, and the seventh generation in mind."