The Bavarian Municipal Fiscal Equalization Scheme: Emphasis on Equity Rather than Efficiency

Lehmann I, Wrede M (2019)


Publication Language: English

Publication Type: Journal article, Original article

Publication year: 2019

Journal

Book Volume: 75

Pages Range: 127-151

DOI: 10.1628/fa-2019-0004

Abstract

Employing the approach of Albouy (2012), this paper evaluates the efficiency and equity of the municipal fiscal equalization scheme in the federal state of Bavaria in Germany. Calculating a measure reflecting the internalization of fiscal and real externalities by state grants, we conduct a regression analysis on variables describing efficiency and equity criteria. Because the fiscal equalization scheme redistributes revenues toward regions with low realized incomes and a larger population share of low-productivity residents, the scheme satisfies certain equity criteria. However, the fiscal equalization scheme likely does not internalize local public-good externalities and therefore hampers spatial efficiency.

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How to cite

APA:

Lehmann, I., & Wrede, M. (2019). The Bavarian Municipal Fiscal Equalization Scheme: Emphasis on Equity Rather than Efficiency. Finanzarchiv, 75, 127-151. https://doi.org/10.1628/fa-2019-0004

MLA:

Lehmann, Isabella, and Matthias Wrede. "The Bavarian Municipal Fiscal Equalization Scheme: Emphasis on Equity Rather than Efficiency." Finanzarchiv 75 (2019): 127-151.

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