Everything needed to rebuild Scott inside a State Farm ChatGPT Enterprise Project, with no plugins and no Drive links: the Offline Planning Studio, the Project instructions, knowledge files and the QuickFacts kit.
The actual planning-site calculators and IFR modules (93 pages), Live Meeting Mode and the official QuickFacts form in one HTML file. It runs in Edge or Chrome with no server, sign-in, internet or zip.
Download Team_Cocco_Planning_Studio.html and double-click it (or right-click, Open with Edge or Chrome) to use the calculators.
Upload the same file into the ChatGPT Project's files. Scott uses it as the source of truth for the calculator math and will not recreate the tools. ChatGPT cannot run the pages; you run them in the browser.
Still needs this live site: IFR Brain and the V4 / V6 dashboards (server analysis and saved cases), and V2 / V3 (saved client profiles, left out on purpose). Zip version, if your computer allows zips:
Setup in ChatGPT Enterprise (about 15 minutes)
In ChatGPT, open Projects → New project. Name it "Scott — Team Cocco Planning". If asked, pick project-only memory.
Open the Project's Instructions, then copy the box below and paste it in.
Add the knowledge files below (ChatGPT takes 10 per upload; Enterprise Projects hold up to 40). Batch 1: 00–08 (with 07a and 07b). Batch 2: 09–18. Batch 3: 19–20 plus Team_Cocco_Planning_Studio.html (the Download Planning Studio button above). That is 23 files.
Test with: "Run the maximum life insurance death benefit available calculation for a 42-year-old earning $95,000, retiring at 65, with $250,000 of coverage."
Optional: paste the Tasks from file 20 into ChatGPT Tasks. Outlook can be added later; it is not needed.
Downloads blocked on the work computer? Use View / copy on any file, copy the text, and add it to the Project as pasted text (or paste it into a chat). Only files 08, 10 and 11 need real downloads, and they are optional (code-run calculators and the QuickFacts PDF).
1. Project instructions
Paste this into the Project's Instructions box. About 5.0K characters.
2. Knowledge files
or download / copy one at a time
File
What it is
Size
What works where
Fully inside ChatGPT: needs analysis, IFR fit/maybe/skip recommendations, meeting prep, recap letters, training answers, QuickFacts fill-in sheet, calculator math by formula.
Needs code execution (Data Analysis) on in your workspace: running 08-scott_calc.py and stamping the QuickFacts PDF with files 10 and 11.
In your browser, no server needed: the Planning Studio HTML above (all calculators, V5 Live Meeting Mode, QuickFacts form). The same file in the Project gives Scott the real formulas; ChatGPT cannot run the pages, so Scott names the page to open.
Stays on this planning site: IFR Brain, V4 / V6 auto-fill and saved cases.
Privacy
No client QuickFacts, cases, emails or statements are in this kit. Do not upload client files into Project knowledge; paste client details into a chat only as needed, first name and age only.
Files 13–19 are internal planning training for your private use. Keep the Project private and do not share it.
These files are served only after the planning site confirms your sign-in.