Choosing the Right Formula: Initial Report (2001)
Chapter: Appendix A: Workshop Agenda and Participants
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Appendix A
Workshop Agenda and Participants
WORKSHOP ON FORMULAS FOR ALLOCATING PROGRAM FUNDS
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8:30 |
Continental Breakfast |
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9:00–9:15 |
Welcome and Opening Remarks Andrew White, Director, Committee on National Statistics Tom Louis, Workshop Chair, University of Minnesota |
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9:15–10:45 |
SESSION I, Introduction and Workshop Overview The purpose of this session is to provide the workshop participants, who come from a variety of government and academic venues, with an overview of the manner in which federal program funds are allocated to jurisdictions based on statistical formulas. This session will address the background of formula allocation, types of programs covered, trends in amounts of funds allocated, current distribution of funds across departments, data sources, and previous studies of statistical features of formulas.
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Discussant: Martin H. David, University of Wisconsin |
10:15-10:30 |
Floor Discussion
10:30-10:45
10:45–11:00
Break
11:00–12:30
SESSION II, Title I Case Study
This session will provide an overview of the Title I Education funding formula. The impact of updated census data on allocations to school districts will be examined, and issues the Education Department faced in using new data to allocate Title I funds to school districts will be addressed.
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Presenter: Sandy Brown, U.S. Department of Education |
11:00-11:25 |
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Presenter: Graham Kalton, Westat |
11:25-11:50 |
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Discussant: Bruce D. Spencer, Northwestern University |
11:50-12:10 |
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Floor Discussion |
12:10-12:30 |
12:30–1:30
Lunch
1:30–3:00
SESSION III, Features and Consequences of Formula Allocation
This session will explore some of the consequences for federal formula allocation when particular features, such as thresholds and hold harmless, are present in the formula. In particular, the effect on allocations of changes in measurement systems, such as changes in precision and frequency, in the presence of these features will be examined.
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Presenter: Alan Zaslavsky, Harvard University |
1:30-1:55 |
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Presenter: David Betson, University of Notre Dame |
1:55-2:20 |
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Discussant: Paul Siegel, U. S. Census Bureau |
2:20-2:30 |
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Discussant: Robin C. Fisher, U.S. Census Bureau |
2:30-2:40 |
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Floor Discussion |
2:40-3:00 |
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3:00–3:15 |
Break |
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3:15–4:45 |
SESSION IV, Substance Abuse and Mental Health Services Formula Block Grants This session will outline the intention, as stated by Congress, of the substance abuse and mental health services block grant formula allocation. Alternative measures for the formula elements will be presented. Comparisons between the current formula measures and alternative measures will be discussed.
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4:45–5:00 |
General Discussion |
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5:15 |
Reception |
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6:30 |
Dinner |
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8:30 |
Continental Breakfast |
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9:00–10:30 |
SESSION V, WIC, Fund Allocation and Small Area Estimation in the WIC Program This session will provide an overview of the WIC formula, changes in estimate of WIC eligibles, the current method to produce these estimates, and goals for future estimates.
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10:30–10:45 |
Break |
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10:45–12:00 |
SESSION VI, Roundtable Discussion The panel members will be state officials, representatives from federal statistical agencies, and researchers of formula allocation. The discussion should be oriented toward the future of available data and estimates for formula allocation. What issues should be taken into consideration for future data, estimated inputs, and features of formula allocation? Panel Members: (15 min. each followed by 15 min. of discussion) Paula J. Schneider, Principal Associate Director for Programs, U.S. Census Bureau Linda Gage, California Department of Finance Katherine K. Wallman, Chief Statistician, U.S. Office of Management and Budget John E. Rolph, Chair of the Committee on National Statistics, University of Southern California |
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12:00–12:30 |
Concluding Remarks Henry Aaron, Brookings Institution |
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12:30 |
Lunch |
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PARTICIPANTS
Presenters
Henry Aaron, Brookings Institution, Washington, DC
John Adams, RAND, Santa Monica, CA
David Betson, Department of Economics, University of Notre Dame
Sandy Brown, U.S. Department of Education
Martin David, University of Wisconsin
Jerry Fastrup, U.S. General Accounting Office
Robin Fisher, U.S. Census Bureau
Linda Gage, California Department of Finance
Graham Kalton, Westat, Rockville, MD
Thomas Louis, RAND, Alexandria, VA
David McMillen, U.S. House of Representatives
Jane Maxwell, Texas Commission on Alcohol and Drug Abuse
John Rolph, Marshall School of Business, University of Southern California
Allen Schirm, Mathematica Policy Research, Inc.
Paula Schneider, U.S. Census Bureau
Paul Siegel, U.S. Census Bureau
Wray Smith, The Harris Smith Institutes
Bruce Spencer, Department of Statistics, Northwestern University
Ronald Vogel, U.S. Department of Agriculture
Katherine Wallman, U.S. Office of Management and Budget
Albert Woodward, Substance Abuse and Mental Health Services Administration
Alan Zaslavsky, Department of Health Care Policy, Harvard University
Invited Guests
Craig Abbey, Congressional Research Service
Chip Alexander, U.S. Census Bureau
Todd Barrett, U.S. Department of Agriculture
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William Bell, U.S. Census Bureau
Ken Bryson, U.S. Census Bureau
Lynda Carlson, National Science Foundation
Cheryl Chambers, U.S. Census Bureau
Stephen Cohen, Bureau of Labor Statistics
Paulette Como, Congressional Research Service
Mike Compson, U.S. Treasury Department
Thomas Corwin, U.S. Department of Education
Robert Dinkelmeyer, U.S. General Accounting Office
John Eltinge, Bureau of Labor Statistics
Deborah Fulcher, Substance Abuse and Mental Health Services Administration
Linda Ghelfi, U.S. Department of Agriculture
John Guyton, PricewaterhouseCoopers
Stefan Harvey, Center on Budget and Policy Priorities
Daniel Kasprzyk, National Center for Education Statistics
Jerry Keffer, U.S. Census Bureau
Victoria Lazariu-Bauer, New York State Department of Health
Bette Mahoney, The Harris Smith Institutes
Don Malec, U.S. Census Bureau
Marge Martin, U.S. Department of Housing and Urban Development
Marge Miller, Congressional Budget Office
Albert Parker, Synectics for Management Decisions, Inc.
Jeff Passel, Urban Institute
Ken Prewitt, U.S. Census Bureau
Charles Roberts, Substance Abuse and Mental Health Services Administration
Susan Schechter, U.S. Office of Management and Budget
Kathleen Scholl, U.S. General Accounting Office
Susan Sieg Tompkins, Congressional Budget Office
Marjorie Siegel, U.S. Department of Housing and Urban Development
Tom Slomba, U.S. General Accounting Office
Ian Soper, U.S. Department of Education
William Sonnenberg, National Center for Education Statistics
Paul Strasborg, U.S. Department of Agriculture
Doug Williams, National Center for Health Statistics
Michael Williams, U.S. General Accounting Office
Josh Winicki, U.S. Department of Agriculture
Peyton Young, Johns Hopkins University
