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Designing Intergovernmental Equalization Transfers with Imperfect Data: Concepts, Practices, and Lessons

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Author Info
Jameson Boex
Jorge Martinez-Vazquez () (International Studies Program. Andrew Young School of Policy Studies, Georgia State University)

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Abstract

The design of intergovernmental equalization transfer mechanisms, whether as the result of the introduction of a new transfer scheme or as part of the revision of an existing one, is a key element of local government finance reform around the world. While the basic elements and principles of designing intergovernmental fiscal transfer schemes apply universally across both developed and developing economies, less developed and transition countries (LDTCs) often face the additional challenge of designing their transfer mechanisms in the absence of substantial data on relevant local fiscal, demographic, and socio-economic variables. The absence of the necessary data to adequately quantify local expenditure needs and fiscal capacity in order to allocate formula-based equalization grants in an efficient, equitable and transparent manner forms an additional hurdle in the implementation of a sound system of intergovernmental fiscal relations in many developing and transition economies.

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Paper provided by International Studies Program, Andrew Young School of Policy Studies, Georgia State University in its series International Studies Program Working Paper Series, at AYSPS, GSU with number paper0421.

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Length: 51 pages
Date of creation: 01 Nov 2004
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Handle: RePEc:ays:ispwps:paper0421

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Related research
Keywords: Intergovernmental Fiscal Relations; Equalization Transfers;

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  1. Jorge Martinez-Vazquez & Cristian SepĂșlveda, 2008. "The Municipal Transfer System in Nicaragua: Evaluation and Proposals for Reform," International Studies Program Working Paper Series, at AYSPS, GSU paper0801, International Studies Program, Andrew Young School of Policy Studies, Georgia State University. [Downloadable!]
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