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Organization Characteristics - fos

This sheet defines organization-specific values for each impact differentiator.

Accepted Structure

Example:

Impact Differentiator Variable Type SD CoV OrgA OrgA_StDev OrgB OrgB_SD
Hedginess Unbounded 0.15 0.8 0.12 0.6
FundingAdditionality Proportion 0.30 0.3 0.2
PolicySignal Indicator 1

Recognized columns:

Column Required Meaning
Impact Differentiator Yes Must match a multiplier name after normalization.
Variable Type No Metadata column used for validation and downstream interpretation.
SD No Default standard deviation for the row.
CoV No Default coefficient of variation for the row.
OrgName No Mean value for an organization.
OrgName_StDev or OrgName_SD No Standard deviation for that organization and differentiator.

Everything after the metadata columns is interpreted as organization-specific data. The parser recognizes standard-deviation columns by the suffix _StDev or _SD.

Variable Types

The parser currently expects these common labels:

  • Indicator
  • Proportion
  • Unbounded

The current implementation does not coerce values based on these labels except for indicator-specific validation and missing-value handling.

Defaults And Inference

For each organization and differentiator:

  • If a mean exists and an organization-specific standard deviation is present, that value is used.
  • If a mean exists, the organization-specific standard deviation is missing, and row-level SD is present, the parser uses SD.
  • If a mean exists, SD is missing, and row-level CoV is present, the parser uses CoV * Mean.
  • If a mean exists and neither SD nor CoV can supply a standard deviation, the parser records an error.

Other parser behaviors:

  • Entire organization columns that are all NA are dropped.
  • Spaces and dots are removed from both organization names and differentiator names for matching.
  • Missing organization-by-differentiator combinations are completed later so that every organization has every multiplier, with NA values where data is absent.

Validation Behavior

The current parser checks:

  • Indicator means must be 0, 1, or NA.
  • If Indicator mean is exactly 0, the parser currently converts it to NA.
  • If both mean and standard deviation exist, and the implied StDev / Mean differs a lot from the row-level CoV, a warning is emitted.
  • Rows for differentiators that do not exist after multiplier processing are removed later with a warning.

Notes For Agents

  • The fos sheet can reference formula-generated differentiators. If a formula-defined differentiator is used here, the engine may add it to the multiplier table automatically.
  • The parser does not require organizations to appear in a fixed order, but later initialization keeps only organizations that exist in both fos and orgmeta.
  • The app preview renders this sheet as Mean [StDev] per organization after defaults and imputations have already been applied.