I took a look to your attachment and I've made the corrections and added some notes.
Regarding business Rule:
1=> is oky
2=> Billed raw report doesn't include Staff or Independent Contractors
3=> Paid raw report includes Staff and Independent Contractors
4=> is oky
5=> IC Report shall contain ICs only - is oky
I cannot change Bonilla White name but you can use two codes for her or I will insert her manually.