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Funding Parameters - meta

This sheet defines global budget and horizon settings, plus the optional virtual-organization parameters used by the value-of-holding-money workflow.

Accepted Structure

Example:

Variable Value Description
BudgetTotal 75 Total budget (million USD)
BudgetYearly 75 Maximum budget per year (million USD)
Years 3 Number of years including current year
VirtualOrgsPerYear 10 Newly discovered orgs each year starting from year 2 (year 1 = current year)
VirtualOrgsSamplingStrategy weighted_percentile How discovered org EVs are generated. Options: 'fit_sample', 'fit_percentile', 'percentile', 'weighted_fit_sample', 'weighted_fit_percentile', 'weighted_percentile'

The parser only reads the Variable and Value columns. A third Description column is fine but ignored by the engine.

Supported Variables

Required In Practice

  • BudgetTotal
  • or the backward-compatible old name Budget

Optional With Defaults

  • BudgetYearly
  • Years
  • VirtualOrgsPerYear
  • VirtualOrgsSamplingStrategy

Defaults And Backward Compatibility

The current parser applies these rules:

  • If BudgetTotal is missing but Budget exists, BudgetTotal is filled from Budget.
  • If BudgetYearly is missing, it defaults to BudgetTotal.
  • If Years is missing, it defaults to the caller-provided default_budget_years. That value is 1.
  • If VirtualOrgsPerYear is missing, non-numeric, or negative, it becomes 0.
  • If VirtualOrgsSamplingStrategy is missing, it defaults to fit_sample.
  • If VirtualOrgsSamplingStrategy is invalid, the parser falls back to fit_sample.

Virtual Organization Sampling Strategies

VirtualOrgsSamplingStrategy defines how discovered organization expected values (EVs) are generated. Two dimensions: whether we fit a distribution or use empirical percentiles, and whether weighting by room for funding is applied.

Accepted values:

Strategy Fit distribution Use percentiles Weight by room for funding
fit_sample Yes No No
fit_percentile Yes Yes No
percentile No Yes No
weighted_fit_sample Yes No Yes
weighted_fit_percentile Yes Yes Yes
weighted_percentile No Yes Yes

Notes:

  • Weighted variants use room-for-funding information as weights.
  • VirtualOrgsPerYear only matters if it is greater than 0.

Validation Behavior

Later validation checks:

  • BudgetTotal and BudgetYearly must both exist after defaulting.
  • BudgetTotal must be at least as large as BudgetYearly.

The parser itself converts Years, BudgetTotal, BudgetYearly, and VirtualOrgsPerYear to numeric values.

Notes For Agents

  • This sheet is the source of truth for Years, which also controls valid Available in year X rows in orgmeta.
  • VirtualOrgsPerYear and VirtualOrgsSamplingStrategy are parser-level inputs; the detailed behavior is explained separately in Value of holding money.
  • If you are documenting or generating example workbooks, prefer BudgetTotal over the legacy Budget name.