The ITEP Model Analysis Fund supports the preparation of ITEP Tax Model analyses for state level policy and research organizations. Funding is limited to costs incurred by ITEP.

Determinations of funding are made according to the criteria listed below. Organizations wishing to have ITEP conduct an analysis with the support of the fund should submit a proposal which includes a detailed description of the analysis and a discussion of how the analysis relates to the following criteria.

• Usefulness. To what extent will the analysis enhance understanding of important tax issues by the public and policy-makers. Is this better understanding likely to have a positive impact on policy?

• Plan for Having an Impact on Policy. Is the analysis part of a well-conceived plan to accomplish an important objective? Does the state organization have an effective plan for presentation and dissemination of results and is it prepared to continue working on the issues raised by the analysis?

• Credibility and Integrity. Is the state organization appropriate for the release of the analysis? At a minimum, analyses will only be funded for non-partisan, non-profit institutions and organizations.

• Organizational Enhancement. Will the analysis help the state or local organization become more involved in state and local budget and tax work?

• Coalition Building. Does the group making the request work in concert with other groups in the state to change fiscal policies?

• Value for Other States. Is any new modeling capacity required for the analysis likely to be of value for work in other states? Will the analysis be useful in other states for purposes of comparison?

• State Fiscal Analysis Initiative Participant. SFAI participants will be given priority.

• Feasibility. Is the model capable of doing the analysis requested in an accurate and informative way?

Send all funding requests to:

Matt Gardner
State Tax Policy Director
Institute on Taxation and Economic Policy
1311 L Street NW Suite 400
Washington, DC 20005
Tel: 202-737-4315
Fax: 202-638-3486