StrataHelm Community AI Exposure & Resilience Index (CAERI)

Methodology Specification v0.3.1 — Working Draft

Amendment v0.3.1 (2026-08-03) — display bands. Tier labels are relative-standing

percentile bands on the national basis only, not condition assessments; the

in-state basis is reported as rank and percentile with no band. No composite

score, percentile, or rank changed — this is a presentation change (see §1 and

the public changelog).

1. What the Index Measures (and What It Doesn't)

CAERI is a 0–100 composite score, computed per U.S. county (and rollable to municipalities, workforce development areas, and states), answering:

"How exposed is this community's economy to AI-driven labor disruption, and how well-positioned is it to adapt?"

It is an exposure and resilience index, not a displacement forecast. We explicitly do NOT claim to predict how many jobs will be lost by a given date. We claim, defensibly:

1. Which communities have employment concentrated in occupations that published, peer-reviewed research identifies as highly exposed to current AI capabilities.

2. Which communities have economic structures (concentration, low diversification, weak adaptive infrastructure) that historically amplify labor shocks.

3. How these two interact, relative to all other communities in the state and nation.

Scores are presented as percentile ranks with relative-standing bands and confidence indicators — never as false-precision point predictions. On the national basis the bands are Top 10% / 75th–90th / 50th–75th / 25th–50th / Bottom 25% — cuts on a county's national percentile, i.e. a statement of relative standing among all U.S. counties, not a condition assessment and not a forecast. The in-state basis is reported as rank and percentile with no band, because percentile bands are not meaningful within a single state (some states have only a handful of counties).

2. Index Architecture: Five Pillars

PillarWeight*DirectionQuestion Answered
P1. Direct Occupational Exposure35%Higher = riskierWhat share of local jobs and wages sit in AI-exposed occupations?
P2. Economic Concentration20%Higher = riskierIs the economy diversified enough to absorb a sector shock?
P3. Adaptive Capacity25%Higher = safer (inverted)Can the workforce retrain and the economy regenerate?
P4. Regional Buffer10%Higher = safer (inverted)Can residents reach alternative labor markets?
P5. Fiscal Sensitivity10%Higher = riskierHow exposed is the local government's own revenue base?

*Baseline weights; see Section 6 for weighting rationale and sensitivity analysis requirements. P5 is also sold standalone as the premium Fiscal Resilience module with a deeper model.

3. Data Sources (All Public, All Federal or Peer-Reviewed)

3.1 Employment & Occupation Structure

SourceProgramGeographyCadenceAccess
BLSOEWS (Occupational Employment & Wage Statistics)MSA / nonmetro areaAnnual (May release)Flat files + API
CensusCounty Business Patterns (CBP)County × NAICSAnnualAPI
BLSNational Employment Matrix (industry→occupation staffing patterns)NationalBiennialFlat files
CensusACS 5-year (tables S2401 occupation, S2403 industry, B24010)CountyAnnualAPI
BLSQCEW (Quarterly Census of Employment & Wages)County × NAICSQuarterlyAPI
CensusLEHD/LODES (Origin-Destination commuting flows)Block → aggregatedAnnualFlat files

3.2 AI Exposure Research Base (occupation-level scores)

SourceWhat It ProvidesNotes
Anthropic Economic IndexObserved AI usage by occupational task; automation vs. augmentation shareOnly measure based on revealed usage, not speculation. Update as new releases publish.
Felten, Raj & Seamans (AIOE)AI Occupational Exposure scores, all SOC codesPeer-reviewed, widely cited
Eloundou et al. (task-level LLM exposure)Share of tasks exposed per occupationTask-granular
O*NETTask statements, work activities per SOCCrosswalk backbone

We use an ensemble: each occupation's exposure score is a weighted blend of the above, with disagreement across sources feeding the confidence indicator (Section 6.4). We separately track automation share (task substitution) vs. augmentation share (task assistance) — a county heavy in augmentation-dominant occupations scores materially lower risk than one heavy in automation-dominant occupations at the same raw exposure.

3.3 Concentration, Capacity, Buffer, Fiscal

IndicatorSourceGeography
Industry concentration (HHI)CBP / QCEWCounty
Large-employer dependenceQCEW size classes; WARN notices (state portals)County
Educational attainmentACS B15003County
Broadband subscriptionACS S2801 / FCC BDCCounty
Higher-ed & training institutionsIPEDSCounty (geocoded)
Labor force participation, unemploymentBLS LAUSCounty
Business formation rateCensus BFSCounty/state
Age structureACS S0101County
Commuting-shed job diversityLODES OD flowsCounty
Employment by age band × industryCensus QWI (LEHD)County × NAICS
Local gov revenue mix (property/sales/income/state aid)Census of Governments; Annual Survey of State & Local Gov FinancesMunicipality/county

4. Pipeline Overview (Public Description)

```

[Federal APIs/files] → Ingest → Clean/Conform → County Occupation

Estimation → Exposure Scoring → Pillar Indicators → Normalization →

Weighted Aggregation → Tiering + Confidence → Scorecards/Dashboard

```

Refresh cadence: quarterly (QCEW/LAUS), annual (OEWS, CBP, ACS), event-driven (new exposure research, WARN notices).

About the county estimates

County-level occupation figures are model-based ESTIMATES assembled from the federal sources above and validated against area-level observations; every county's scorecard carries a Confidence rating reflecting source agreement, disclosure imputation, and county size. Full estimation and scoring detail is maintained in StrataHelm's internal methodology (v0.3.1) and summarized in the forthcoming whitepaper. The index is comparative and not a forecast.