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Statistical Issues in Allocating Funds by Formula (2003) / Chapter Skim
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Appendix D: Handbook on Fund Allocation Formulas and Processes
Pages 138-141

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From page 138...
... The primary audience would be federal and state legislators and their staffs, but it should also be valuable to agency officials responsible for administration of fund allocation programs and to nongovernmental organizations with interests in these programs. It could also be an attractive component of graduate-level courses in public administration and finance.
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From page 139...
... An overview of fund allocation programs 2.1 History and current status 2.1.1 An early example: The Morrill Act 2.1.2 General revenue sharing 2.1.3 A statistical summary of current federal programs 2.1.4 Formula allocations of state funds 2.1.5 International perspective 2.2 The parties involved 2.2.1 Congress 2.2.2 Program agencies 2.2.3 First-level recipients 2.2.4 Individual beneficiaries 2.2.5 Advocacy groups 2.3 Alternative approaches to fund allocation 2.3.1 Amounts specified in legislation 2.3.2 Specific formula in legislation 2.3.3 Goals in legislation; formula developed by program agency 2.4 Types of formula allocations 2.4.1 Single-pass, mathematical expressions 2.4.2 Iterative procedures 2.4.3 Matching and cost-sharing provisions 3. Program goals 3.1 Desired outcomes 3.2 Target population 3.3 Services provided Close the gap between need and effort Treat equals equally Encourage spending on targeted services Fair treatment of communities
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From page 140...
... Data sources for estimating formula components 7.1 Decennial censuses 7.2 Household surveys 7.3 Other statistical programs 7.4 Administrative records 7.4.1 Aggregate data 7.4.2 Individual records, e.g., student record systems Factors to consider in choosing data sources 7.5.1 Conceptual fit 7.5.2 Level of geographic detail available 7.5.3 Timeliness 7.5
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From page 141...
... Additional sources of information 9.1 General sources 9.1.1 Catalog of Federal Domestic Assistance 9.1.2 Formula Report to the Congress (discontinued) 9.1.3 Federal Funds Information for States 9.2 Progra m-specific sources 9.2.1 Legislation and regulations Agency web sites and documentation Research reports
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  • state funds
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