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A Fiscal Need Approach to Equalization

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Author Info
Anwar Shah

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Abstract

The existing fiscal equalization program in Canada attempts to equalize per capita tax burden alone and completely ignores the expenditure side. This paper examines the consequences of this neglect both conceptually as well as empirically. The paper concludes that a program of equalization that ignores the expenditure side cannot be defended on economic efficiency and equity grounds. Further, such a program might not be consistent with the constituional intent of equalization in Canada. The paper argues that the present system of equalization in Canada could be improved by explicitly recognizing relative expenditure needs of the Canadian provinces in the formula. The paper implements an objective methodology for measuring these needs and provides tentative calculations based on the proposed approach. The paper concludes that a fiscal needs based program of equalization would differ greatly from the present program in terms of its redistributive impact and further that under such a program the tota amount of equalization transfers made by the Federal Government might also be reduced.

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File URL: http://economics.ca/cgi/jab?journal=cpp&view=v22n2/CPPv22n2p099.pdf
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Publisher Info
Article provided by University of Toronto Press in its journal Canadian Public Policy.

Volume (Year): 22 (1996)
Issue (Month): 2 (June)
Pages: 99-115
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Handle: RePEc:cpp:issued:v:22:y:1996:i:2:p:99-115

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(explanations, Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.)

  1. Shah, Anwar, 1991. "Perspectives on the design of intergovernmental fiscal relations," Policy Research Working Paper Series 726, The World Bank. [Downloadable!]
  2. Shah, Anwar & Shen, Chunli, 2006. "Reform of the intergovernmental transfer system in China," Policy Research Working Paper Series 4100, The World Bank. [Downloadable!]
  3. James Alm & Jorge Martinez-Vazquez, 2002. "On the Use of Budgetary Norms as a Tool for Fiscal Management," International Studies Program Working Paper Series, at AYSPS, GSU paper0215, International Studies Program, Andrew Young School of Policy Studies, Georgia State University. [Downloadable!]
  4. Audun Langørgen and Rolf Aaberge, 1999. "A Structural Approach for Measuring Fiscal Disparities," Discussion Papers 254, Research Department of Statistics Norway. [Downloadable!]
  5. Chang Woon Nam & Rüdiger Parsche, 2001. "Municipal Finance in Poland, the Slovak Republic, the Czech Republic and Hungary: Problems and Prospects," ERSA conference papers ersa01p162, European Regional Science Association. [Downloadable!]
  6. Robert Fenge & Volker Meier, 2001. "Why Cities Should not be Subsidized," CESifo Working Paper Series CESifo Working Paper No. , CESifo Group Munich. [Downloadable!]
    Other versions:
  7. Shah, Anwar, 2005. "Fiscal decentralization and fiscal performance," Policy Research Working Paper Series 3786, The World Bank. [Downloadable!]
  8. Shah, Anwar, 1998. "Balance, accountability, and responsiveness : lessons about decentralization," Policy Research Working Paper Series 2021, The World Bank. [Downloadable!]
  9. Nam, Chang Woon & Parsche, Rüdiger, 2002. "Looking for appropriate forms of intergovernmental transfers for municipalities in transition economies," ERSA conference papers ersa02p001, European Regional Science Association. [Downloadable!]
    Other versions:
  10. Anwar Shah, 1999. "Governing for Results in a Globalised and Localised World," The Pakistan Development Review, Pakistan Institute of Development Economics, vol. 38(4), pages 385-431. [Downloadable!]
  11. Shah, Anwar, 1998. "Fiscal federalism and macroeconomic governance : for better or for worse?," Policy Research Working Paper Series 2005, The World Bank. [Downloadable!]
  12. Robert McLarty, 1997. "Econometric Analysis and Public Policy: The Case of Fiscal Need Assessment," Canadian Public Policy, University of Toronto Press, vol. 23(2), pages 203-208, June. [Downloadable!] (restricted)
  13. Juan Camilo Chaparro & Michael Smart & Juan Gonzola Zapata, 2004. "Intergovernmental Transfers and Municipal Finance in Colombia," International Tax Program Papers 0403, International Tax Program, Institute for International Business, Joseph L. Rotman School of Management, University of Toronto. [Downloadable!]
    Other versions:
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