Obzidian Elevations is the holding practice coordinating three interlocking disciplines — strategic procurement, enterprise AI automation, and quantitative technology — for family offices, regulated operators, and institutional capital. Every engagement ships with a defensible audit trail under IRS §6001, HIPAA 45 CFR §164, SEC 17a-4, and 2 CFR 200 standards.
> Verifying referral channel & non-disclosure perimeter… [OK]
> Aligning regulatory perimeter (IRS / HIPAA / SEC / 2 CFR 200)… [ALIGNED]
> Loading evidentiary documentation framework… [LOADED]
> Capacity: accepting three new engagements this quarter.
> Operational posture: capital-triggered, deployment ready.
§ 01 — The Mandate
IRS evidentiary standard governing every procurement workflow we ship.
Source: Internal Revenue Code, Substantiation Doctrine
New engagements accepted per quarter. Senior practitioners only; no leveraged junior staff.
Source: Obzidian Capacity Protocol, 2026
Documented audit trail across procurement, model governance, and books-and-records.
Source: Internal Quality Standard, Discretion · Diligence · Documentation
§ 02 — The Practice
Each discipline is staffed by senior practitioners only and operates under the same evidentiary discipline demanded by federal grant underwriters, registered advisers, and Fortune 500 procurement.
/01 — Core Discipline
IRS · 2 CFR 200 · Audit-Ready
Sourcing, vendor architecture, and contract intelligence for capital-intensive operations. We negotiate, audit, and rebuild supply relationships with documented savings and defensible substantiation under §6001 and 2 CFR 200 cost-principle review.
/02 — Core Discipline
HIPAA · PHI-Aware · Change-Controlled
Private AI systems deployed inside your perimeter. Workflow agents, document intelligence, and back-office automation engineered with HIPAA administrative, physical, and technical safeguards plus full evidentiary logging.
/03 — Core Discipline
SEC 17a-4 · Reproducible · Surveilled
Research-grade systems for capital allocation, risk, and execution. SEC-aligned infrastructure for desks requiring auditable signals, reproducible research, immutable logs, and the recordkeeping posture expected of registered advisers.
§ 03 — Executive Leadership
Grant boards, registered principals, and procurement officers vote on organizational capacity before they vote on price. Obzidian Elevations is directed by an advanced-credentialed strategist with multi-decade, cross-sector execution history.
Principal · Holding Practice
Founder & Principal Consultant
Holding a Master of Education from Mount Mary University, Ms. Vasquez brings 26 years of cross-sector execution — combining corporate Public Relations management, high-precision performance discipline, and a specialization in behavioral tracking, instructional scaffolding, and crisis communication.
Under her direction, Obzidian Elevations converts complex procurement, AI, and quantitative initiatives into repeatable, milestone-governed frameworks that guarantee audit compliance and measurable institutional stabilization.
§ 04 — Government & Corporate Procurement Profile
Socioeconomic procurement identifiers and federal coding compliance matrix. Formatted for procurement officers, grant underwriters, and family-office gatekeepers.
Federal & Corporate Identifiers
Core Competencies
Operational Posture
Obzidian Elevations operates in a state of Technical Readiness. Teaming agreements with vetted technology manufacturers, registered counsel, and accredited audit partners are fully executed and contingent upon engagement. Capital-triggered: the moment a referral is accepted, the evidentiary framework, BAAs, and milestone calendar activate within 72 hours — leaving zero operational lag.
§ 05 — Statutory Mapping
We do not bolt compliance on after delivery. Every engagement begins with the regulatory perimeter, defines the evidentiary artifacts it must produce, and ends with a defensible audit trail — reviewed by independent counsel and accredited auditors on request.
Procurement and operating workflows produce records aligned with §6001 substantiation, §274(d) heightened standards where applicable, and Rev. Proc. contemporaneous documentation expectations.
PHI-aware AI deployments ship with BAAs, role-based access control, encryption at rest and in transit, audit logs, and breach-notification runbooks. Safeguards are non-negotiable defaults, not options.
Quantitative systems built with WORM-compliant journaling, code & data lineage, surveillance hooks, and the recordkeeping posture expected of registered investment advisers and broker-dealers.
Engagements involving public funding or sub-recipient capital are managed under 2 CFR 200 cost principles, indirect-cost discipline, and audit-ready milestone reporting.
§ 06 — Engagement Cadence
Engagements begin with a referred conversation. No public client roster, no inbound sales motion, no marketing funnel.
A two-week, fixed-fee assessment of your operating, data, and regulatory perimeter. Delivered as a written brief, not a deck.
Senior practitioners only. Delivery against a milestone schedule with documented controls, change-control logs, and weekly attestations.
Ongoing retainer for systems we build, with quarterly attestations, statutory re-mapping, and right-of-audit provisions.
§ 07 — Routing Protocol
Family offices, registered principals, procurement officers, and coalition partners may submit a structured intake to engage Obzidian Elevations. We respond to every qualified inquiry within three business days under mutual non-disclosure.
Discretion · Diligence · Documentation