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

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

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

Goals To promote confidence and stability through partnerships between jurisdictions, industries, and other governments. 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 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. 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 enhance confidence in the agreement by assertively pursuing enforcement and compliance. To expand the knowledge base regarding IFTA through education and awareness. 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 Develop joint IFTA-IRP compliance reviews Combined Audit Workshop with IRP Combined Audit Workshop with IRP Participation on the NAFTA Working Group Participation on the NAFTA Working Group

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 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 Review IFTA, Inc.’s staffing needs to achieve goals Create contingency plan for business disruptions Create contingency plan for business disruptions Create succession plan Create succession plan

To meet the needs of customers and stakeholders by utilizing technology. Created the Information Technology Advisory Committee (ITAC) Created the Information Technology Advisory Committee (ITAC) Funds netting through the Clearinghouse Funds netting through the Clearinghouse  Research and evaluation by Clearinghouse Advisory Committee Identify technology opportunities 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 Promote enforcement through creation of a Marketing Plan  Roadside Enforcement Definition added to Articles of Agreement  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 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 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 Strengthen Committees Enhance Participation Enhance Participation

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