Statistical Issues in Allocating Funds by Formula (2003) / Chapter Skim
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Appendix A: Background Papers
Appendix A: Background Papers
Pages 95-99
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From page 95... ...
Zaslavsky, Harvard University Allen L Schirm, Mathematica The Canadian Equalization Program Michelle Taylor, Finance CanadLa Sean Keenan, Finance CanadLa [ean-Francois CarlDonneam Statistics CanadLa 95
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From page 96... ...
The first three articles lay out how the formula allocation process works; examine the underlying goals, roles, and structure of fund allocation formulas; and describe the legislative development process and how formula features, underlying data, and estimation procedures interact in producing formula outputs. These articles are followed by U.S.-based and international case studies that serve to illustrate many of the issues raised in the first three articles.
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From page 97... ...
In addressing how best to hand out money, they show how program goals can be optimally translated into aid formulas. Optimality relates to such goals as reducing fiscal disparities and making tax and expenditure activities of recipient governments geographically neutral; generating a more equitable distribution of tax burdens; or reducing inefficient provisions of a public service attributable to interjurisdictional spillovers.
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From page 98... ...
. Aldridge traces how program goals have been manifested in a sequence of formulas, starting from the initial phase after the program was introduced in the early 1970s (when the congressional mandate emphasized expanding the number of eligible people reached by the program)
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From page 99... ...
Unlike the foregoing articles, his describes a formula that allocates a tax obligation rather than a benefit. He shows how the United Nations (UN)
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