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AI agent for policy makers

Fiscal Note Review Agent

A memo that shows whether the fiscal note's totals can be reproduced, which assumptions drive them and a range

AnalysisQuality controlBudgets and moneyGovernment
See how it worksGet access
Fiscal Note Review Agent: what goes in, what the agent does and what you get

What it does

A fiscal note puts a number on a bill, but the number rests on assumptions that few readers check. This agent reads the fiscal note alongside the bill. It lists each assumption, such as caseload growth, staffing levels, start date and unit costs, and recalculates the main totals using only what the note states. It compares the results with similar programs in other places and earlier years. Where its total differs from the note's, or an assumption is missing, it asks the preparing agency for the missing assumption, then reruns the numbers. It records how far the total moves under high and low assumptions. The analyst approves the memo. Edge case: a note that assumes full implementation in the first year of a program that needs hiring is flagged as optimistic.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Fiscal note released 2 USES A TOOL Read the bill and the fiscal note 3 DOES List each assumption and cost driver 4 DOES Recalculate the main totals from the statedassumptions 5 CHECKS THE RESULT Does the recalculation match the note withintolerance? If not: identify the missing or unclear assumption andask the preparing agency. Back to step 3. 6 USES A TOOL Compare unit costs and timing with similar programs 7 DOES Rerun the totals using the agency's answer and highand low cases 8 CHECKS THE RESULT Do the revised totals stay inside the range ofcomparable programs? If not: flag the assumption as outlying and show itseffect. Back to step 4. 9 YOU APPROVE Analyst approves the memo 10 RESULT Fiscal note review memo
Read the steps as a list
  1. Fiscal note released
  2. Read the bill and the fiscal note
  3. List each assumption and cost driver
  4. Recalculate the main totals from the stated assumptions
  5. Does the recalculation match the note within tolerance?If not: identify the missing or unclear assumption and ask the preparing agency. Back to step 3.
  6. Compare unit costs and timing with similar programs
  7. Rerun the totals using the agency's answer and high and low cases
  8. Do the revised totals stay inside the range of comparable programs?If not: flag the assumption as outlying and show its effect. Back to step 4.
  9. Analyst approves the memoThe agent waits here for your OK.
  10. Fiscal note review memo

How it decides

The note is reproducible when the agent's total matches within 5% using the stated assumptions. Missing or unusual assumptions are listed as questions.

  • Accept the note when totals reproduce within 5%
  • Flag unit costs more than 25% from comparable programs
  • Treat full year-one implementation of a new program as optimistic
  • Show a high and low range for each key assumption

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Match tolerance (default 5%)
  • Comparable programs
  • High and low case ranges
  • Memo format

What keeps you in control

It always asks you first

  • Memo before circulation

Hard limits

  • Never replaces the official fiscal note
  • Does not take a position on the bill

It stops when

  • Done: the memo is approved
  • Stop: the note has too few figures to rebuild

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA note put a new nutrition program at $18.2 million a year. The agent rebuilt $14.9 million from the stated caseload of 21,000 and $710 per case. The check failed. Asking the agency showed a 4% admin load and a start date missing from the note, which added $2.8 million and brought it to $17.7 million. The per-case cost sat 31% above two similar programs and was flagged. The analyst approved the memo.

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