Operational Guidelines (OG-001..OG-013)

OG-001 governs how any indicator of human activity — as distinct from nature itself — earns a node in OconEco's What concept hierarchy. It rests on a Hohfeldian critique of the System of National Accounts: SNA recognizes only claim-rights (contracts, debts, recorded ownership), leaving liberties, powers, and immunities unpriced and therefore invisible. OconEco's "Beyond SNA" branch — Human Resources and Trust Infrastructure — exists to make those additional entitlements visible without pretending national accounts already capture them.

Classification proceeds through a decision tree applied in order: exclude mathematical transformations (percentages, per-capita figures, growth rates) and umbrella aggregates whose children are already counted; sort stock vs. flow with the photograph test (could you photograph it, or does it need a duration to make sense); within flows, split currency-denominated KLEMS Labor from headcount-based Working; and flag model-derived stock measures — Human Resources chief among them — with a ModelFlag rather than treating them as direct observations. "Avatars" such as Human Resources and mineral-reserve assessments are nested in the Portfolio branch under Substantive Rights even though no reporting entity holds a conventional claim-right over them.

OG-002 documents the twelve-step compilation of a per-capita "Commonwealth" balance sheet for 237 countries across 1950–2050. Commonwealth is defined as an income-capitalization annuity — the future value of a society's income-generating capacity, discounted at a 1.5% base rate — then decomposed into four factors of production: Human Resources, Produced Capital, and Natural Capital (all drawn from the World Bank's Changing Wealth of Nations 2024), plus Social Infrastructure, the residual left after the other three are subtracted from Commonwealth. Where that residual falls below 20% of Commonwealth — the floor observed consistently among high-income nations — a risk premium and a corresponding "deferred maintenance" liability are computed so the balance sheet still closes in double-entry terms.

A second part of the guideline reframes the World Bank's Articles of Agreement as an implicit balance-sheet mandate: the Bank lends where members lack reasonable market access, and the risk premium quantifies exactly that gap. In the 2020 cross-section, 78% of low-income countries required a risk-premium adjustment versus 8.5% of high-income countries, and net worth per capita ranged 485-to-1 between the highest- and lowest-ranked countries in the sample.

OG-003 demotes CWoN's own Produced Assets figures in favor of OECD non-financial balance sheets (Table 9B, 34 countries) as the gold-standard source, Layer A. Beneath it, in strict priority order (A > E > D > C > B), sit Penn World Table's rnna capital-stock variable, the IMF's Investment and Capital Stock Dataset, the original 1993 Nehru–Dhareshwar Perpetual Inventory Method estimates, a possible Berlemann–Wesselhöft refinement pending a data-sharing reply, and OconEco's own forward PIM extension for 2020–2025. Every cell in the resulting PA_Master workbook is tagged with a source letter, so any reviewer can see exactly which layer produced a given value.

A later county-level extension, scoped under OG-008's subnational work, imputes county Produced Assets from QCEW wages using industry-specific capital-intensity coefficients derived from BEA compensation and fixed-asset tables. Three Statements of Exception log limitations accepted for this discovery-stage guideline: applying US-derived depreciation rates globally, PPP-to-market-rate back-conversion noise, and a flat 24% urban-land imputation for non-OECD countries.

OG-004 mandates that all Commonwealth balance-sheet values be expressed in current USD using the Atlas conversion factor rather than PPP: asset claims trade at market exchange rates, Atlas keeps GNI, Produced Assets, Natural Capital, and Human Resources conversions consistent without a wedge between them, and Bank lending, IDA eligibility, and debt-sustainability thresholds already use Atlas. PPP and the Exchange Rate Deviation Index (PPP ÷ Atlas) are retained only as a diagnostic lens for decomposing the Social Infrastructure residual into institutional content versus price-level noise — the guideline cites a 0.506 correlation between the HR residual and Penn World Table's price level, and estimates that roughly 30.6% of cross-country "TFP" variation is actually price-level variation rather than productivity.

The guideline's underlying argument is that PPP's consumption-basket methodology was built for a two-market (goods and money) world and never priced the asset market, so it cannot structurally capture wealth or asset valuation — and it is further destabilized by benchmark-round revisions (China's PPP-adjusted GDP fell 40% after the 2005 ICP round). Six numbered Statements of Exception and ten open questions are logged, including the as-yet-unquantified noise from back-converting PPP-denominated capital stocks to Atlas USD.

OG-005 sets five governing principles: current-price primacy (nominal, Atlas-converted USD is the primary statement; deflated or PPP versions are secondary diagnostics); a productive-stock interpretation of the balance sheet's asset side, following BLS age-efficiency logic rather than BEA/SNA resale-value logic; public-facing "titration," publishing results as a quinquennial, per-capita, US=100 index rather than raw annual or component-level data; a subnational imperative, requiring the framework to be demonstrated at Admin 1/2 and US county scale; and an accountability principle that Bretton Woods institutions should not rely on accounting frameworks that misrepresent financial intermediation. Annual data, component-level dollar values, and country-level CWoN reconciliation stay inside a password-protected replicability packet — the one deliberate exception is the US-dollar per-capita denominator, published alongside the index so it stays invertible to dollar values.

The guideline builds directly on OG-004's Atlas-over-PPP primacy, extending it to make current prices primary over deflation as well, and frames itself as recovering the original 1995 design intent of these accounts — a decision-support tool for a financial intermediary, with both an asset side and a liability side — against a later drift toward BEA/SNA-style constant-price wealth accounting.

OG-006 replaces UNDP's composite IHDI loss-percent (rejected as an advocacy-weighted blend of gender, income-distribution, and health inequality) with three sex-disaggregated component gaps — life expectancy, mean years of schooling, and GNI per capita — each a separate sub-liability under L_INTRA_Gender, alongside an existing labor-force-participation gender term. A second branch applies the Atkinson inequality index to a country's income distribution as L_INTRA_Distribution. The guideline's most distinctive feature is Part C, a formal Decision Register: five specific design decisions, each recorded with its rejected alternative, its rationale, the quantified impact if reversed, and an explicit ambivalence rating of low, moderate, or high.

A same-day companion addendum revises the distributional-liability formula so that the United States is fixed at zero by construction (consistent with US=100 on the asset side), with countries below the US benchmark earning a separately reported "Social Infrastructure credit" instead of a liability. It also upgrades one decision's ambivalence rating from moderate to high and adds a concrete statistical test for resolving it. The base document's own header status is "Draft for Gemini Ultra Review" — only the gender branch is described as production-ready; the distributional branch awaits a data fetch.

OG-007 connects the three-spoke flow identity (Production ≡ Income ≡ Expenditure) to the Commonwealth balance sheet: the asset side measures the productive capacity of a place, while net worth after liabilities approximates wēle for the people who reside there. It holds that Social Infrastructure is orthogonal, not nested, across national/state/county levels — national Social Infrastructure is not the sum of state-level figures, nor state the sum of county — because American sovereignty was historically pooled upward from prior local institutions rather than delegated downward. A three-layer cross-border investment-position architecture nets to zero at each parent level, with confidence degrading from high at the national level (observed IMF data) to low at the county level (inferred from flow proxies).

Each balance-sheet liability is said to retain the same concept but a different Hohfeldian power/liability structure at each territorial level — county residents, for instance, often bear an environmental liability without ever having held the regulatory power that created it. A decision register in the guideline lists five design decisions as adopted and one — which income flow to capitalize as the primary Commonwealth input — as still pending.

OG-008 sets the operational ruling for extending FAND's Human Resources analysis from the national level down to US states and counties. It fixes as non-negotiable the accounting identity CW = PA + NC + RW (where RW = HR + SI), the Hohfeldian classification of Human Resources as a Privilege rather than a Right, and the 20% Social Infrastructure floor. What it leaves open is the functional form of the HR regression itself: the current international specification — a log-linear function of mean years of schooling, capped life expectancy, and a time trend, fit across 10,705 country-years — remains valid for measuring "take-off readiness," but is not binding once a place is past take-off, where HR becomes nearly constant and the informative variation shifts to Social Infrastructure instead.

The guideline explicitly prohibits treating any single country's subnational HR equation as universal. It proposes that a distinct post-takeoff HR equation — needed because post-takeoff jurisdictions like the US, Japan, and Germany mediate capital-market access through jurisdiction-specific legal structures — should eventually be built from a pooled set of roughly 40–50 post-takeoff countries rather than any one nation's data, but leaves that as open work. This pairs with OG-009, which takes up the post-takeoff diagnostic directly.

Building directly on OG-008, OG-009 introduces the Earnings Realization Ratio as a simple, non-regression diagnostic for how well a locality's job market converts education into income. At the national level this node is populated by the gap between Jorgenson–Fraumeni human capital and FAND's own HR specification; at the state and county level it is populated by the ratio itself, computed from Census ACS education shares and BEA/ACS earnings data. Beneath the ratio sit several non-regression "diagnostic domains" — market thickness, matching efficiency, geographic connectivity, workforce mobilization, occupational breadth, and information accessibility — that explain variation without being folded into the core regression.

The guideline mandates a three-test architecture before any indicator is trusted: US counties as the primary test bed (used to identify a parsimonious 3–5 indicator subset), then Egypt as a developing-economy check and Cork, Ireland as a high-income, differently-structured check — explicitly refusing to claim universality from a single-country test. The diagnostic indices are navigable detail, not above-the-line wealth; they do not themselves enter the balance-sheet identity.

OG-010 treats the Gold/Oil price ratio as a "seismograph" of the international payments regime, then derives three implementation rules. First, price level must stay visible as a separate factor: every World Table carries separate price, quantity, and value tabs, with a dimensional-contract check enforcing that value equals quantity times price to within a tight tolerance. Second, coverage must span a canonical 1950–2050 year axis rather than starting in 1995 the way the World Bank's Changing Wealth of Nations does — CWoN's window, the guideline argues, compresses a roughly 5x market-price swing into about a 1.5x band and misses three of the four Bretton Woods phases entirely. Third, the guideline maps "raider" structures — actors who monetize an information or claims asymmetry during a given payments-regime phase — onto FAND's Where/What hierarchy, distinguishing corporate raiders (1974–1995) from sovereign-claims raiders (2020–present).

The document's own header reads "DRAFT — for three-way iteration (Claude / Gemini / Author)," and its operational content is bundled as three separately numbered sub-guidelines under one OG number rather than a single unified rule.

OG-011 requires classification before measurement: every entry's jural position must be settled before its SNA treatment, data source, or valuation method is chosen. On the asset side this is largely settled — Produced Assets, Natural Capital, and cross-border assets as Right/Duty; Human Resources as Liberty/No-right, conditioned on the historical abolition of slavery; Substantive Rights as Power/Immunity plus Privilege/No-right. The liability side is where the guideline does its real work: Duty-side liabilities (cross-border liabilities, unfunded Social Security, financial-system overhang) are best measured, while No-right and Disability positions carry progressively lower measurement pedigree and are, for now, explanatory rather than formally counted on the balance sheet.

Two formulas anchor the liability side: Deferred Maintenance equals the shortfall of Social Infrastructure below the 20% floor, and the Substantive Rights floor is defined as the greater of actual Social Infrastructure or that same 20% threshold. The guideline also draws a non-standard distinction between "Liberty" (inherent, revocable only by creating a new Duty) and "Privilege" (sovereign-granted, revocable by the granting Power) — the basis for reclassifying ecosystem services like mangroves and hydropower out of Natural Capital and into Substantive Rights elsewhere in the framework. It states plainly that it is "a very American framing," rooted in US colonial legal history, with broader applicability asserted but caveated.

The identity Value = Quantity × Price decomposes cleanly only for a vanishingly narrow class of commodities — the guideline's example is LBMA Good Delivery gold bars. For iron, agricultural goods, produced assets, and human capital, quality and price become progressively entangled, which the guideline illustrates with a worked example of three-tier tomato pricing at a Moscow produce market. CWoN's orthodox approach uses component-specific chained deflators — a Penn World Table deflator for produced assets, a Jorgenson–Fraumeni deflator for human capital, commodity-specific deflators for natural capital — which the guideline shows implies relative-price ratios ranging as widely as 0.15x to 7.5x across countries. FAND's alternative deflates every component by the same single factor instead.

The guideline ties this choice explicitly to OG-005 (current-price values as primary, since they sidestep the entanglement problem entirely) and OG-004 (why FAND avoids PPP, itself the International Comparison Program's attempted solution to the same quality-price problem). It also specifies a schema consequence for the underlying data pipeline: series carry a deflator-method field distinguishing FAND's single universal deflator from CWoN's component-specific chained approach, so a "real, constant-dollar" FAND figure and a "real" CWoN figure are never silently conflated.

OG-013 treats county-level labor hours from BLS QCEW employment data as the only directly observed production input, then imputes Capital, Energy, Materials, and Services by applying national cost-per-labor-hour ratios from BLS's Major Industry KLEMS data to those local hours. For the private sector it mandates a BLS-only rule — all factor ratios come from BLS, never BEA, because BLS and BEA disagree on how to split proprietors' income between Labor and Capital, and mixing the two would distort the resulting ratio. Government is the one explicit exception, using BEA–BLS Integrated Industry-Level Production Account ratios instead, since government has no proprietors' income to complicate the split. Owner-occupied housing is added as a separate, zero-labor pseudo-industry using state-level imputed rent allocated to counties by housing-value share.

The resulting county- and state-level Value Added feeds directly into the FAND balance-sheet identity, and the guideline treats divergences from BEA's own county GDP figures as analytically meaningful signals of local production-function differences rather than as errors to reconcile away. Unlike the other twelve guidelines, OG-013 covers only the United States — it was originally developed inside a separate US_MLA project folder, where it was numbered OG-008 before the 2026-06-02 renumbering described above; its internal document title still reads "OG-008" as a result.