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Funding Parameters - meta

The Funding Parameters tab defines the overall budget constraints and analysis settings.

Example Data

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'

Column Descriptions

Column Type Description Example Values Required
Variable Text Name of the parameter "BudgetTotal", "Years" Yes
Value Mixed Parameter value 75, 3, "weighted_percentile" Yes
Description Text What this parameter does "Total budget (million USD)" Optional

Required Variables

BudgetTotal

Total budget available for allocation across all organizations (in million USD)

Years

Number of years in the analysis horizon, including the current year (i.e. year = 1).

Optional Variables

BudgetYearly

Maximum amount that can be spent in any single year (in million USD). Defaults to BudgetTotal. The total funding allocated across all years cannot exceed BudgetTotal, even if BudgetYearly is higher. If BudgetYearly equals BudgetTotal, the entire budget may be spent in one year.

VirtualOrgsPerYear

Number of newly discovered organizations each year starting from year 2. Default: 0.

VirtualOrgsSamplingStrategy

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.

Strategy Drawing mode Fit Weighted
fit_sample sample yes no
fit_percentile percentile yes no
percentile percentile no no
weighted_fit_sample sample yes yes
weighted_fit_percentile percentile yes yes
weighted_percentile percentile no yes

Notes: - “sample” draws random values; “percentile” returns deterministic percentiles for the requested n. - Weighted variants use room for funding as weights.

See Value of holding money for details.