IFTA, INC. STRATEGIC PLAN

Vision Statement The model organization striving for full partner cooperation and member compliance.

Mission Statement To foster trust and cooperation among the jurisdictions through efficient and effective planning and coordination and oversight of activities necessary to administer the International Fuel Tax Agreement for the betterment of the members and our partners.

IFTA’s Strengths Jurisdictions have few fears regarding receipt of tax revenues Industry support Good governing documents Financially sound

IFTA’s Opportunities Clearinghouse – paperless transmittals and funds netting Partnering with IRP and other governmental units Strengthen committees Increase enforcement Pursue federal funding

IFTA’s Threats Court decision that determines IFTA practices unconstitutional. Jurisdiction action that contradicts IFTA. Alternate fuels which complicate taxation.

Goals To promote confidence and stability through partnerships between jurisdictions, industries, and other governments. To continuously plan, manage, and review IFTA, Inc.’s existing resources and new opportunities to ensure that organizational purposes are achieved. To meet the needs of customers and stakeholders by utilizing technology.

Goals cont. To enhance confidence in the agreement by assertively pursuing enforcement and compliance. To expand the knowledge base regarding IFTA through education and awareness.

To promote confidence and stability through partnerships between jurisdictions, industries, and other governments. Develop joint IFTA-IRP compliance reviews Identify jurisdictions operating IFTA and IRP in the same agency interested in combined compliance reviews Establish guidelines, standards and worksheets Schedule and conduct test review Feedback from test jurisdiction and Program Compliance Review teams

To continuously plan, manage, and review IFTA, Inc To continuously plan, manage, and review IFTA, Inc.’s existing resources and new opportunities to ensure that organizational purposes are achieved. Complete a 5 year budget Establish a minimum cash reserve Monitor operations to ensure not-for-profit status Pursue innovative funding sources Review IFTA, Inc.’s staffing needs to achieve goals Create contingency plan for business disruptions Create succession plan

To meet the needs of customers and stakeholders by utilizing technology. Evaluate technological needs of the membership Create a Technology Committee Funds netting through the Clearinghouse Research and evaluation by Clearinghouse Advisory Committee Identify technology opportunities Identifying new ways to utilize the IFTA Web site

To enhance confidence in the agreement by assertively pursuing enforcement and compliance. Promote enforcement through creation of a Marketing Plan Agreement (was) silent on enforcement Make contact with person in each jurisdiction responsible for enforcement issues Populate IFTA Clearinghouse with DOT Numbers Develop Best Practices Guide Include enforcement in the IFTA Agreement Develop standards to include in the Program Compliance Reviews Include in the Annual Report

To expand the knowledge base regarding IFTA through education and awareness. Promote Education & Awareness Develop Best Practices Guides Use website as educational tool Enhance the Annual Report and exemption databases on IFTA Web site for clarity and usefulness Strengthen Committees Enhance Participation

Future Challenges Federal or tribal entities may join IFTA Technological changes Tax Issues Alternate fuels; multi-fuels Institutional Memory Legislative/legal challenges Adverse court decisions Congressional action