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Visual representation of the Amendment & Review Cycle Rule, illustrating the structured and periodic process for reviewing, updating, and approving governance rules.📘 Amendment & Review Cycle Rule
Policy Name: Amendment & Review Cycle Rule
Version: v1.0
Status: ✅ LOCKED
Effective Date: December 21, 2025
Applies To: Micro Harvesting Portfolio (all governance rules and policies)
1. Purpose
This rule governs when and how governance rules may be reviewed, amended, or reaffirmed within the Micro Harvesting system.
Its objectives are to:
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Prevent reactionary rule changes
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Separate system evolution from market noise
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Ensure deliberate, evidence-based refinement
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Preserve stability and trust in governance
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Align rule changes with portfolio scale and maturity
Rules evolve through cycles, not impulses.
2. Definition of Review Cycle
A Review Cycle is defined as:
A scheduled and structured evaluation period during which existing governance rules are assessed for continued relevance, clarity, and effectiveness.
Review cycles exist to observe, not to fix emotions.
3. Standard Review Frequency
Governance rules may be reviewed:
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Only at quarter-end
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March 31
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June 30
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September 30
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December 31
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No mid-quarter or intraday reviews are permitted.
4. Amendment Eligibility Criteria
A rule may be considered for amendment only if one or more of the following are documented:
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Structural mismatch with current portfolio scale
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Repeated governance conflicts requiring manual resolution
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Ambiguity causing inconsistent interpretation
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Material changes in portfolio architecture
Market volatility alone does not qualify.
5. Amendment Process (Mandatory)
Any amendment must follow this sequence:
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Identification of the issue during a review cycle
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Documentation of the deficiency
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Proposal of a revised rule version
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Explicit version increment (e.g., v1.0 → v2.0)
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Locking of the new version upon approval
The previous version remains authoritative until replaced.
6. Prohibited Amendments
The portfolio manager shall not:
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Amend rules in response to recent gains or losses
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Modify rules to justify past decisions
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Introduce silent or informal changes
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Backdate amendments
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Maintain overlapping active versions
Any such act constitutes governance breach.
7. Reaffirmation Without Change
A review cycle may conclude with:
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No amendment required
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Formal reaffirmation of existing rules
Reaffirmation is a valid outcome and reinforces stability.
8. Relationship to Rule Versioning & Locking
This rule operates in conjunction with:
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Rule Versioning & Locking Doctrine
In case of conflict:
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Versioning and locking rules govern technical execution
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Review cycle rules govern timing and eligibility
9. Behavioral Safeguards
The portfolio manager shall not:
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Treat reviews as mandatory change events
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Seek novelty for engagement
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Confuse refinement with improvement
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Accelerate amendments to “keep up” with markets
Stability is a feature, not a lag.
10. Meta-Rule
Rules change when the system changes,
not when emotions do.
Change Log
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v1.0 — December 21, 2025
Initial codification and lock-in of the Amendment & Review Cycle Rule.
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