Using Survey Data to Allocate Federal Funds for State Children’s Health Insurance Program (SCHIP)

John L. Czajka, Mathematica

Thomas B. Jabine, Statistical Consultant

WIC Funding Formula Evolution

Dawn Aldridge, U.S. Department of Agriculture

Impact of Title I Formula Factors on School Year 2000-01 State Allocations

Paul Sanders Brown, U.S. Department of Education

Formula Allocation for Schools: Historical Perspective and Lessons from New York State

James A. Kadamus, New York State Education Department

A Study on the Formulation of an Assessments Scale Methodology: The United Nations Experience in Allocating Budget Expenditures Among Member States

Felizardo B. Suzara, United Nations Statistics Division

To provide background for its deliberations, the panel commissioned a set of papers that appear as articles in a special issue of the Journal of Official Statistics. Each article benefited from reviews by the guest editors, a subset of panel members, and at least one outside referee. This special issue is a joint activity of the Panel on Formula Allocations and the Journal of Official Statistics.

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. The case studies are drawn from U.S. programs that address children’s health, women’s and children’s nutrition, and education; from a Canadian program designed to reduce discrepancies in the fiscal capacity of the provinces; and from the United Nations’ dues assessment procedures.