Generated: 2026-05-22T21:31:51Z
This is a review-only source-method packet for Monthly Treasury Statement fiscal-year-to-date context metrics. It does not merge metrics into the approved candidate display and does not activate scoring, issue grades, member grades, report cards, rollups, leaderboards, legislative mapping, letters, calls, or action tools.
| Item | Status |
|---|---|
| Rows Reviewed | 3 |
| Conditional Source-Method Rows | 3 |
| Review-Only / Not Merged Rows | 3 |
| Blockers | |
| Scoring | Disabled |
| Release Status | CANDIDATE ONLY MTS FYTD SOURCE METHOD REVIEW NO SCORING |
| Milestone | MTS FYTD SOURCE METHOD REVIEW READY |
| Metric ID | Candidate Metric | Coverage Dimension | Source | Candidate Method | Direction Review | Limitation Note | Status / Notes |
|---|---|---|---|---|---|---|---|
| NDD-MET-029 | Fiscal year-to-date deficit compared with prior fiscal year-to-date deficit | Near-current deficit context | Monthly Treasury Statement (MTS) U.S. Treasury Monthly Treasury Statement / Fiscal Data |
Use cumulative fiscal-year-to-date receipts, outlays, and surplus/deficit values for the latest available MTS month; compare with the same fiscal-year-to-date month in the prior fiscal year. Comparison: Latest FYTD deficit or surplus versus prior-year same-month FYTD deficit or surplus. Use like-to-like fiscal-year month, not calendar-year month. |
Improving if deficit is smaller or surplus is larger; worsening if deficit is larger or surplus is smaller. Direction is context-only and not scored. | Monthly FYTD values can be affected by timing shifts, calendar effects, tax-payment seasonality, benefit-payment timing, and later revisions. Public notes must disclose like-to-like month comparison. | CONDITIONAL ACCEPTABLE AFTER HUMAN APPROVAL Reviewer decision: PENDING HUMAN REVIEW Merge status: NOT MERGED REVIEW ONLY |
| NDD-MET-030 | Fiscal year-to-date receipts compared with prior fiscal year-to-date receipts | Near-current revenue context | Monthly Treasury Statement (MTS) U.S. Treasury Monthly Treasury Statement / Fiscal Data |
Use cumulative fiscal-year-to-date receipts from the latest available MTS month; compare with cumulative receipts from the same fiscal-year-to-date month in the prior fiscal year. Comparison: Latest FYTD receipts versus prior-year same-month FYTD receipts; report nominal dollar change and percent change where source values support both. |
Higher receipts can improve fiscal balance but may reflect economic conditions, timing, tax policy, or one-time effects. Direction is context-only and not scored. | Receipts can be highly seasonal and affected by filing deadlines, refunds, customs receipts, and economic timing. Avoid claims about tax fairness or growth effects from this metric alone. | CONDITIONAL ACCEPTABLE AFTER HUMAN APPROVAL Reviewer decision: PENDING HUMAN REVIEW Merge status: NOT MERGED REVIEW ONLY |
| NDD-MET-031 | Fiscal year-to-date outlays compared with prior fiscal year-to-date outlays | Near-current spending context | Monthly Treasury Statement (MTS) U.S. Treasury Monthly Treasury Statement / Fiscal Data |
Use cumulative fiscal-year-to-date outlays from the latest available MTS month; compare with cumulative outlays from the same fiscal-year-to-date month in the prior fiscal year. Comparison: Latest FYTD outlays versus prior-year same-month FYTD outlays; report nominal dollar change and percent change where source values support both. |
Lower outlays can reduce fiscal pressure, but direction must be interpreted with program need, timing shifts, emergency spending, and payment-calendar effects. Direction is context-only and not scored. | Outlays can shift between months because of weekends, holidays, benefit-payment timing, emergency spending, and program-cycle effects. Use like-to-like FYTD comparison only. | CONDITIONAL ACCEPTABLE AFTER HUMAN APPROVAL Reviewer decision: PENDING HUMAN REVIEW Merge status: NOT MERGED REVIEW ONLY |