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| 1 | +# Track 4 — Equity & Subgroup Interpretation |
| 2 | + |
| 3 | +## Purpose |
| 4 | + |
| 5 | +Track 4 evaluates a model's ability to reason carefully and responsibly about subgroup |
| 6 | +data, including comparing outcomes across student populations, identifying and correctly |
| 7 | +handling low-sample subgroups, and distinguishing directional signals from robust |
| 8 | +conclusions. Tasks in this track specifically test whether a model appropriately surfaces |
| 9 | +limitations when data is sparse, suppressed, or insufficient for generalizable claims. |
| 10 | + |
| 11 | +## Scope |
| 12 | + |
| 13 | +Tasks cover the following analytical operations: |
| 14 | + |
| 15 | +- **Subgroup comparisons** — contrasting attendance rates, proficiency rates, or other |
| 16 | + metrics across student subgroups defined by IEP status, race/ethnicity, ELL status, |
| 17 | + or other characteristics. |
| 18 | +- **Low-N caveat handling** — correctly identifying suppressed subgroups (below the |
| 19 | + n<10 reporting threshold), explaining why suppression is applied, and refusing to |
| 20 | + draw conclusions from suppressed or borderline-small samples. |
| 21 | +- **Directional vs. robust distinctions** — articulating when a finding is directionally |
| 22 | + suggestive versus when it can support an actionable program-level conclusion, given the |
| 23 | + sample sizes involved. |
| 24 | +- **Fairness and equity implications** — translating subgroup disparities into plain |
| 25 | + language suitable for practitioner audiences (program directors, district analysts, |
| 26 | + board members) while maintaining appropriate analytical humility. |
| 27 | +- **Gap quantification** — computing and interpreting attendance and proficiency gaps |
| 28 | + between subgroups (e.g., IEP vs. non-IEP) and contextualizing their magnitude. |
| 29 | + |
| 30 | +## Fixture Pack |
| 31 | + |
| 32 | +All Track 4 tasks use the **Equity & Research pack** located at |
| 33 | +`fixtures/pack_equity_research/`. Relevant files include: |
| 34 | + |
| 35 | +| File | Contents | |
| 36 | +|---|---| |
| 37 | +| `subgroup_attendance_summary.csv` | Monthly attendance rates by subgroup dimension and value, with suppression flags for n<10 groups | |
| 38 | +| `subgroup_outcomes_summary.csv` | Fall 2025 and spring 2026 proficiency rates and scale scores by subgroup, with suppression flags | |
| 39 | +| `ground_truth.json` | Pre-validated signal values including suppressed subgroup Ns, IEP gaps, and proficiency disparities | |
| 40 | +| `students.csv` | One row per enrolled student with IEP, ELL, race/ethnicity, and other demographic flags | |
| 41 | +| `program_context.json` | Program goals, reporting-period dates, and equity targets | |
| 42 | + |
| 43 | +## Critical Design Principles |
| 44 | + |
| 45 | +### Every task must test low-N caveat handling |
| 46 | + |
| 47 | +Every Track 4 task includes at least one `required_limitation` explicitly about sample |
| 48 | +size — the core competency this track tests. Low-N subgroups from the equity research |
| 49 | +pack include: |
| 50 | + |
| 51 | +- **AIAN** (American Indian/Alaska Native): n=4 students (suppressed) |
| 52 | +- **NHPI** (Native Hawaiian/Pacific Islander): n=4 students (suppressed) |
| 53 | +- **TwoOrMore** (Two or More Races): n=7 students (suppressed) |
| 54 | +- **Unknown** race/ethnicity: n=1 student (suppressed) |
| 55 | +- **IEP students**: n=14–15 students (reportable but small) |
| 56 | + |
| 57 | +### Every task must forbid overgeneralization |
| 58 | + |
| 59 | +Every Track 4 task includes at least one `forbidden_claim` prohibiting robust |
| 60 | +conclusions from suppressed or small subgroups. The canonical forbidden claim form is: |
| 61 | +"Robust conclusions about [subgroup] can be drawn from this dataset" when n is below |
| 62 | +the threshold for reliable inference. |
| 63 | + |
| 64 | +### Gold facts must match ground_truth.json |
| 65 | + |
| 66 | +All numeric gold facts (IEP attendance gap, proficiency rates, suppressed subgroup Ns) |
| 67 | +are validated against `fixtures/pack_equity_research/ground_truth.json`. The key |
| 68 | +realized values are: |
| 69 | + |
| 70 | +| Signal | Value | |
| 71 | +|---|---| |
| 72 | +| Program-wide attendance rate | 80.92% | |
| 73 | +| IEP attendance rate | 68.39% | |
| 74 | +| Non-IEP attendance rate | 82.43% | |
| 75 | +| IEP attendance gap | 14.04 pp | |
| 76 | +| IEP proficiency rate (spring 2026) | 39.29% | |
| 77 | +| Non-IEP proficiency rate (spring 2026) | 61.77% | |
| 78 | +| IEP proficiency gap (spring 2026) | 22.48 pp | |
| 79 | + |
| 80 | +## Task Types |
| 81 | + |
| 82 | +Track 4 uses two `task_type` values from the schema enum: |
| 83 | + |
| 84 | +- `subgroup_comparison` — tasks that ask the model to compare rates or outcomes across |
| 85 | + two or more student subgroups. |
| 86 | +- `limitation_assessment` — tasks that ask the model to evaluate what conclusions can |
| 87 | + and cannot be drawn from the available data, given suppression and sample-size |
| 88 | + constraints. |
| 89 | + |
| 90 | +## Rubric Defaults |
| 91 | + |
| 92 | +Track 4 tasks weight **Grounding Accuracy** (0.30–0.35) and |
| 93 | +**Calibration & Limitation Handling** (0.20–0.25) more equally than other tracks, |
| 94 | +reflecting that both precise facts and appropriate epistemic humility are equally |
| 95 | +important in equity analysis. **Insight Quality** (0.20) is also weighted meaningfully |
| 96 | +because translating subgroup findings into actionable practitioner language is a core |
| 97 | +competency. **Evidence Linkage** (0.15) ensures claims are tied to specific fixture rows. |
| 98 | + |
| 99 | +## Authoring Conventions |
| 100 | + |
| 101 | +- `task_type` is `"subgroup_comparison"` for tasks primarily comparing group rates; |
| 102 | + `"limitation_assessment"` for tasks primarily asking what conclusions can be drawn. |
| 103 | +- `allowed_inputs` includes only files the model needs; `ground_truth.json` is included |
| 104 | + when the task relies on pre-validated signal values (IEP gap, suppressed Ns). |
| 105 | +- All terminology is practitioner-facing: "IEP designation", "benchmark proficiency", |
| 106 | + "attendance rate", "subgroup suppression" — never internal system nomenclature. |
| 107 | +- Unique `fact_id` values within each task follow the `F1`, `F2`, … convention. |
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