CHAPTER I

INTRODUCTION

The Constitution of India clearly specifies the expenditure responsibilities as well as the resources, which are in the domain of the Union as well as the State Governments.  This has been done through three lists, the Union list, the State list and the Concurrent list and except for the concurrent list there is no overlap.

1.2       The States have been entrusted a crucial role in the growth process and most of the developmental functions have been assigned to them.  They have the responsibility of developing social and economic infrastructure as well as maintaining the law and order.  Most of these functions have a direct interface with people and require considerable employee strength to organize them effectively.

1.3       In terms of the powers to raise resources, Union Government has a predominant position. Taxes on income both for individuals and corporate entities; excise duties and tax on import and export of goods; service taxes, etc; are with in the domain of the Union. Taxes on consumption are assigned to the States. Taxes on services, though meant for final consumption are levied by the Union by virtue of the residuary entry (Entry 97) in the Union List. The taxes assigned to the Union are comparatively more elastic and buoyant and yield higher revenues creating a vertical resource imbalance between the Union and the States. Recognizing the asymmetry in the assignment of receipts and expenditure responsibilities, the Constitution envisaged a transfer of resources from the Union to the States.  This structured revenue sharing arrangement not only attempts at vertical and horizontal equity; it also provides states with additional resources to meet their expenditure obligations.

1.4       The heterogeneity and disparities that must be accommodated within the federal fiscal arrangements is considerable. The richest state (Goa) has a per capita Gross State Domestic Product (GSDP), which is nearly 5 times as large as that of the poorest state (Bihar). In terms of area, the largest state (Madhya Pradesh earlier and now Rajasthan) is almost 100 times as large as the smallest (Goa). In terms of their population, the largest state (Uttar Pradesh) is over 300 times the size of the smallest (Sikkim)[1]. These heterogeneity and disparities have made the task of the institutional channels suggesting transfer of resources quite difficult.

1.5       Under article 275 of the Constitution and as per the award of the Finance Commission there is devolution of a part of the central tax revenues and grants in aid to the states. The recommendations of the commission are generally valid for a term of five years. The Finance Commissions have generally adopted the practice of assessing the non-plan revenue needs of the states vis-à-vis their own sources of revenue and have attempted to fill the gap between them. The second channel of transfer of resources is through Planning Commission in the form of assistance for state plans and transfers to implement centrally sponsored schemes. The assistance for plans has a loan and a grant component, which differs for the general category states (70 per cent loan and 30 per cent grant) and special category states (10 per cent loan and 90 per cent grant). In case of non-special category states the share of loan of 70 per cent was arrived at in 1968, which at that time corresponded to the capital nature of the plan expenditure. These two channels cover both plan and non-plan resource needs of the states. Besides there are other discretionary transfers to states and the local bodies, though these are generally not significant.

Table 1.1: Norms of Assessment of Revenue Receipt[2]

 

Ninth Finance Commission

Tenth Finance Commission

Eleventh Finance Commission

Tax Revenue

First the taxable capacity estimates were made and normatively revenue from taxes in the base year were worked out. Revenue was projected assuming 11.5 per cent annual growth.

Observed Buoyancy for 1980-90 with floor (F) and ceilings (C) for major states

Dividing States into clusters with GSDP growth of 12 to 14 per cent, buoyancy of 1.10 to 1.35. No separate tax wise forecasts

Sales Tax

1.00 (F) 1.25 (C)

Excise Duties

1.00 (F) 1.35 (C)

Stamp Duty

1.00 (F) 1.30 (C)

Motor Vehicles Tax

1.00 (F) 1.20 (C)

Others

Actual Averages

Non Tax Revenue

Interest Receipts- other than SEBs and SRTCs

To increase gradually from 2 per cent in 1990-91 to 6 per cent in 1994-95

4 per cent

Graduated increase to reach 9 per cent by 2004-2005

Dividend- other than SEB and SRTC

Commercial-   5 per cent

Financial  - 3 per cent

Promotional-   0 per cent

 

Commercial-   6 per cent

Commercial cum Promotional- 4 per cent

Promotional- 1 per cent

Graduated increase to reach 5 per cent by 2004-2005

Major and Medium Irrigation

Full O& M Recovery, liberal view for hill states

Full O& M Recovery

75% recovery in Hill Areas

Subject to a minimum of Rs 80 per hectare in the base year and 10 to 25 per cent increase per annum

Minor Irrigation

Losses to be reduced to one-fourth from 1986-87.

Full O& M Recovery

75% recovery in Hill Areas

25 per cent annual step up

Water Supply Schemes

Losses to be reduced to one-fourth from 1986-87 levels

50% O& M Recovery

25 per cent annual step up

Others

Industrial schemes 5 per cent by 1994-95

6 per cent return on investment

25 per cent annual step up

SEBs

Graduated increase from 3 per cent in 1990-91 to 7 per cent

Graduated increase to reach 7 per cent in 1999-2000

As in case of other PSUS

SRTC

Graduated increase to reach 6.5 per cent in 1994-95

Graduated increase to reach 6 per cent in 1999-2000

As in case of other PSUS

Forests and Mining & Others

A 5 per cent increase for forests and 8 per cent for mining

Buoyancy of 1.00

Forests and Mining 5 per cent increase

25 per cent step up in all other user charges

1.6       Successive Finance Commissions have adopted two basic principles, equity and efficiency, for determining the inter se shares of the states. The principle of horizontal equity has been guided by the consideration that, as a result of revenue sharing, the resource deficiencies across the states arising out of exogenous and identifiable factors are evened out. However, to neutralize adverse disincentive and moral hazard associated with such an approach, it has been partially complemented by efficiency. The normative assessment of revenue and expenditure attempted by Finance Commissions also provide some inbuilt mechanism of fiscal discipline. The parameters of normative revenue assessment adopted by the last two commissions are indicated in table 1.1 above.

1.7       Twelfth Finance Commission considered “equalization” as the guiding principles for fiscal transfers. “Equalization principle aim at providing citizens of every state a comparable standard of services provided their revenue effort is also comparable. In other words, equalization transfers neutralize deficiency in fiscal capacity but not in revenue effort.”[3] Equity considerations though on a relatively smaller scale have also guided transfers from Planning Commission. As per the current Gadgil-Mukherjee Formula, 30 per cent of the total assistance is earmarked for the special category states. The remaining 70 per cent of assistance is distributed among non-special category states according to a set of criteria. The transfer criteria adopted by the finance commissions have consistently been in favour of the poorer states (Table 1.2).[4] Fiscal federalism is, therefore, more than simply a constitutional arrangement. It embodies welfare enhancing outcomes by promoting equity and efficiency.

Table 1.2: Criteria for Horizontal Distribution to States from Divisible Pool[5]

 

 

 

Ninth

Finance Commission

Tenth

Finance Commission

Eleventh Finance Commission

Twelfth Finance Commission

Income Tax

Excise Duties

All Taxes

All Taxes

All Taxes

Contribution to collections

10

 

20

 

 

Distance of Per Capita Income

45

33.5

60

62.5

50

Population

22.5

25

 

10

25

Index of Backwardness

11.25

12.5

 

 

 

Inverse of Per Capita Income

11.25

 

 

 

 

Income Adjusted Population

 

12.5

 

 

 

Deficit States

 

16.5

 

 

 

Area

 

 

5

7.5

10

Infrastructure Index

 

 

5

7.5

 

Tax Effort/Fiscal discipline

 

 

10

12.5

15

1.8       Prior to the Constitution’s Eightieth Amendment in 2000, only the proceeds of the income tax were sharable with the states on mandatory basis. However, successive Finance Commissions had recommended sharing a part of the proceeds from central excise duties as well. But with this new amendment, all Union taxes and duties except the surcharge and cess have become sharable with the states.  States now share in the overall buoyancy of the central taxes.  Further, since a little over of seventy per cent of the net proceeds is still retained by the centre, there is adequate incentive for it to raise taxes and improve their compliances. 

1.9       It has been the endeavour of successive Finance Commissions and Planning Commission to impart fiscal stability and sustainability to the state finances. Outcomes in this regard have not exactly been as envisaged. “The dimensions of imbalances and deficiencies that characterize our public finances are varied. Critical structural weaknesses are evinced in chronic and growing revenue deficits, unsustainable fiscal deficits, low and falling level of public investment as a percentage of GDP, over-participation of governments in the provision of public goods, over-subsidisation of non-merit goods, under-provision of public goods and merit goods in terms of quality and quantity, low efficiency of government expenditures, persistent revenue erosion exhibited in low and falling tax-GDP ratio, narrow tax bases, under taxation of services and of agriculture, distortionary structure of commodity taxes, fiscally debilitating inter-state tax competition, adverse incentives of the fiscal transfer mechanisms, dysynchronisation of the Finance and Planning Commission exercises of resource transfers, regressive impact of fiscal intervention (through taxes, subsidies, regulation, and administered prices), over-centralisation of revenue resources relative to expenditure responsibilities, stagnation of non-tax revenues, and fiscally irresponsible behaviour of economic agents exhibited in tax-evasion, excessive subsidization, and defaults on debt servicing.”[6]

1.10     Consolidation of fiscal health has been on agenda of the states for quite some time now. The Eleventh Finance Commission had recommended the establishment of an incentive fund of over Rs 10,000 crore to encourage and accelerate the reforms process. States having a revenue deficit were required to reduce the revenue deficit by 5-percentage point as a proportion of their total revenue receipt in each year till 2004-05 to be eligible for assistance from this incentive fund.  Twelfth Finance Commission has proposed enactment of Fiscal Responsibility Legislation by the states. This intends to provide statutory backing, which was absent in other discretionary efforts through medium term fiscal reforms programme or Memorandum of Understanding. FRBM commits the government to a defined debt or deficit reduction path. The institutional framework of the fiscal legislation facilitates effective monitoring of fiscal performance of the government and encourages pursuit of fiscal management policies aimed at transparency[7], responsibility, efficiency, fairness and stability. It also provides a basis for political consensus to accomplish economic tasks and thereby enhance credibility of the government.[8]   Basic parameters of the Fiscal Responsibility Legislation in six states are indicated in Annex 1 A. Other states had earlier signed an MOU with the Union, which had similar features of fiscal consolidation as the FRBM.

1.11     Eleventh Finance Commission for the first time indicated an adjustment path for fiscal consolidation of the states. This path set the expected values for some of the key fiscal parameters for the states and indicated annual adjustments that may be needed to get the goal post values. Twelfth Finance Commission also continued this practice as it provides annual monitorable values. Some key parameters selected, their base level and expected values and annual adjustment are summarized in table 1.3 below:

 

Table 1.3:         Fiscal Adjustment Path- Annual Adjustments[9] (per cent to GDP)

Fiscal Parameters

Base Values (1999-2000)

Expected Value (2004-05)

Annual Adjustment

Base Values (2004-05)

Expected Value (2009-10)

Annual Adjustment

Shortfall in EFC Expected and TWFC Base Values

 

 

Eleventh Finance Commission

Twelfth Finance Commission

Own Tax Revenues

5.29

6.44

0.23

5.9

6.8

0.17

-0.54

Own Non-Tax Revenues

1.03

1.53

0.1

1.2

1.4

0.03

-0.33

Revenue Receipts

10.38

12.96

0.52

11.6

13.2

0.32

-1.36

Revenue Expenditure

13.33

12.96

-0.08

13.6

13.2

-0.08

0.64

Capital Expenditure

2.06

2.85

0.16

2.6

3.1

0.1

-0.25

Interest Payments

2.3

2.55

0.05

2.9

2

-0.18

0.35

Revenue Deficit

2.96

0

-0.59

2

0

-0.4

2

Fiscal deficit

4.71

2.5

-0.44

4.5

3

-0.3

2

1.12     This adjustment path proposed the resource augmentation and expenditure prioritisation. However, as is revealed from the table above, actual outcome may significantly fall short of the expectations of the Eleventh Finance Commission. Base values of the all the parameters taken by the Twelfth Finance Commission indicate that the consolidation path proposed may not be adhered to by the states.

1.13     Assessment of fiscal health of the states is through the accounts. Accounting as a system is defined as “a set or assemblage of things connected, associated, or interdependent, so as to form a complex unity; a whole composed of parts in orderly arrangement according to some scheme or plan[10]”. Government accounting over the years has developed from a simple housekeeping to a policy instrument sub-serving the needs of economic management. Accounting is charged with identification, selection and analysis, measurement, estimation, processing and communication of information on receipts, expenditures, assets, liabilities, costs and benefits, and all other aspects that legitimately form part of the fiscal management of a state[11]. Accounting systems essentially follow the parameters of budget and provide the required information at various stages of budget formulation and implementation. As such, the coverage, the basis and the classification of budgets and accounts are closely linked.

1.14     The presentation of accounts is usually driven by user needs, but users and their purposes in seeking financial information may differ from time, from place to place and according to context. Even when these needs are known or explicitly indicated, it may at times be difficult to arrange information customized according to these needs, as these may vary from too much of selected details to a desired aggregation. In a survey conducted by the audit agencies in Canada and USA in 1986, however, revealed that there was a considerable commonality of interests and convergence on users’ expectations from finance accounts. Users desired an annual report; recognition of physical assets; actuarial liabilities on pensions and ongoing programmes; tax expenditure; budgetary outcomes; measures of deficit; performance indicators and disaggregated information preferably according to programme and region along with timeliness of their presentations.

1.15     Much of the information that the users need comes from the basic budgetary accounts maintained at different layers of government and associated economic and statistical data. However, the first step in delineating the analytical framework of financial reporting is to determine the basic level of information to be collected and then aggregated so as to assess the overall performance of governance at different layers which would also meet the user’s information needs and expectations. There is always a trade off between giving details (as that may make the compiled accounts bulky and unmanageable) and possible simplification (as reducing the number of account codes could result in potential loss of detail in accounting information) and that prevents full customisation. Broad architecture[12] of government’s financial information could be summarized as under.

Box 1.1

 

Architecture of Governments Financial Information Flow

Citizens

Legislatures

Donors

International Agencies

Domestic Investors

Media

Special Interest Groups

Executive Departments

Planning, Allocating and Raising of Resources

Audit

Receipts

Disbursements

Surplus/Deficit

Fresh Liabilities

Assets

Debt Stock

Performance Indicators

Economic and Social Well being

Flow

Stock

Use of resources

Surrogate Performance Measure

 

1.16     The Union and State government accounts presented as “financial statements” also summarizes the financial transactions of these entities using a defined coding[13] pattern. The major heads of accounts, falling within the sectors for expenditure heads, generally correspond to functions of government, while the minor heads, subordinate to them, identify the programmes undertaken to achieve the objectives of the function represented by the major head. The sub-head represents scheme, the detailed head, the sub-scheme and object head the object level of classification[14].

Box 1.2

Reporting Parameters

·                     Fiscal aggregates like tax and non-tax revenues, revenue and capital expenditures, fiscal liabilities and revenue and fiscal deficits have been presented as percentage to the Gross State Domestic Product (GSDP) at current market prices.  This is based on new series of GSDP with 1993-94 as base and as released (updated up to February 2005) by Central Statistical Organisation (CSO).

·                     In case of the States where the recent figures of GSDP were not available, these have been worked out on the basis of growth of GDP at factor cost as released by CSO.

·                     For the revenue receipts, own taxes, various components of expenditure and fiscal liabilities, buoyancy estimates have given. Other than for the revenue receipts and its components, such buoyancy estimates are indicated both with regard to GSDP and revenue receipts and in some cases also with own resources.  The buoyancy indicates the responsiveness of these parameters to one percentage change in GSDP or the revenue receipts. Buoyancy estimates are indicated for 1990-2004 and three sub periods, viz, 1990-95, 1995-2000 and 2000-04. These correspond to the award periods of the Ninth, Tenth and first four years Eleventh Finance Commission.

·                     For most series a trend growth during 1990-2004 and growth in the three sub-periods has been indicated.  The first year is the base year, which insulates the series/sub period growth rates from being contaminated by an exogenous of a finance commission award. In certain categories of expenditure, per capita expenditure has also been given.  The per capita estimates have been worked out on the basis of the annual mean population.

·                     In respect of all parameters, States have been divided into two clusters, general category and special category.  However, Assam, though a special category state, has been included as a general category state because of its better comparability with these states.

·                     Detailed methodology with regard to the computation of various indices of Fiscal Health has been indicated in chapter VI of the Report.

·                     All figures of revenue, expenditure and fiscal liabilities are as per the audited accounts, unless otherwise indicated.

·                     In November 2000, three new states- Chhattisgarh, Jharkhand and Uttaranchal were carved out Madhya Pradesh, Bihar and Uttar Pradesh respectively. Since this made the erstwhile states data non-comparable, the information of the newly carved out states has been added to their parent states for comparability of time series.

1.17     The Comptroller and Auditor General of India while reviewing the state accounts regularly comments on the finances and fiscal sustainability of the States and provides the actual audited/certified values of various fiscal parameters. These are often indicated along with the expectations/budgeted figures to facilitate an assessment of fiscal marksmanship and a comparative picture of intentions and outcomes.  However, there has been an absence of a comprehensive review of the state finances based on finance accounts covering both time series and a cross section analysis – ensuring a comparative picture in its totality and covering the broad parameters of resource mobilization, expenditure management and prioritization, management of fiscal imbalances and fiscal liabilities.  Further, there has not been a composite index of fiscal health of the states comparable over time and across the states. In January 2003, for the first time a composite index of fiscal health of States was compiled for inter-state comparison of fiscal parameters. This publication had a reference period of 1996-2001. This report is the forth edition of the study and is fully updated and revised. It has a longer time frame covering the awards of three Finance Commissions. It uses 1990-95(the Ninth Finance Commission period) as the reference and provides comparable picture over the Tenth and Eleventh Finance Commission’s periods and across the states.   


Annex I A

Fiscal Responsibility Legislation of States- Salient Features

Item/
State

Karnataka

(Act)

Kerala

(Act)

Tamil Nadu

(Act)

Punjab

(Act)

Uttar Pradesh

(Act)

Maharashtra

(Bill)

Gross Fiscal Deficit

Not more than 3% of GSDP by 2006.

2% of GSDP by 2007

Not more than 3% of GSDP by 2008

Contain rate of growth of GFD to 2% per annum in nominal terms, till GFD is below 3% of GSDP.

Not more than 3% of GSDP by 2009.

Limiting the annual incremental borrowings to not more than half the trend growth rate of revenue receipts

Revenue Deficit

Nil by 2006

Nil by 2000-07

Ratio of RD to revenue receipt not to exceed 5% by 2008

Reduce RD to revenue receipts by at least 5 percentage points until revenue balance is achieved.

Nil by 2009

Ensuring that after a period of 5 years from the appointed day, revenue expenditure shall not exceed RR.

Limiting Guarantees

Limit the guarantees within prescribed ceiling.

 

Cap outstanding guarantees to 100% of RR in the proceeding year or at 10 % of GSDP.

Cap risk weighted guarantees to 75 % of RR or 7.5% of GSDP

Cap outstanding guarantees on long-term debt to 80% of RR of the previous year.

Guarantees on short term debt given only for working capital or food credit

Not to give guarantee for any amount exceeding the limit prescribed by the government

Amount of risk-weighted guarantees issued in a year shall not exceed 1.5 per cent of the expected revenue receipts and to classify guarantees according the risk of devolvement.

Total liabilities

Not to exceed 25% of GSDP by 2015.

 

 

Ratio of debt to GSDP to 40% by 2007.

Total liabilities not to exceed 25% of GSDP by 2018.

Restriction on borrowing.

Expenditure

 

 

 

 

 

Non-salary development expenditure to be not less than 60 per cent of the total.

Medium-Term Fiscal Plan (MTFP)

i) Four year rolling target,

ii) Assessment of sustainability; iii) evaluation of performance of fiscal indictors.

To review progress of public expenditure with reference to fiscal target, evaluation of trends to budgetary allocations.

i) Objectives,

ii) Evaluation of fiscal indicators,

iii) Strategic priorities for ensuing year, and

iv) Economic trends and future prospects.

i) Three-year rolling target,

ii) Assessment of the sustainability, and iii) recent economic trends and future prospects.

i) Five-year rolling targets, ii) medium term fiscal objectives, iii) strategic priorities, iv) evaluation of performance of prescribed fiscal indicators.

Multi-year framework and presenting three years forward estimates of revenue and expenditure. 

Compliance

Half yearly review of receipts and expenditure. GFD/RD targets may exceed due to national security or natural calamity.

Public Expenditure Review Committee to submit review reports on deviations of targets during the previous year.

Independent external body to carry out periodic review. Target GFD/RD may exceed the limits due to national security or natural calamity.

Quarterly review of receipts and expenditure. GFD/RD may exceed the limits on unforeseen grounds due to national security or natural calamity.

Half-yearly review of receipts and expenditure. The review report to reflect clearly deviation and remedial measures.

b) GFD/RD may exceed the due to national security or natural calamity.

Constitution of Fiscal

Advisory Board to advise Government on matters relating to implementation of Fiscal responsibility legislation.

Pension

 

 

 

 

 

Present to the legislature pension liabilities worked out on actuarial basis for the next ten years.

Fiscal transparency

Certain fiscal management principles and measures for fiscal transparency.

Measures to ensure greater transparency in fiscal operations.

Measures to ensure greater transparency in fiscal operations.

Measures to ensure greater transparency in fiscal operations.

Budget to be made more transparent by better disclosure statements to be included in the budget documents.

Bringing budget transparency by identifying all liabilities, constitution of a Doubtful Loans and Equity Fund.

 

Chapter-II

RESOURCES OF THE STATES- REVENUE RECEIPTS

Revenue and capital are the two streams of receipts that constitute resources of the state governments. The capital receipts have two components, one the debt receipts, which create future repayment obligations and the other comprising miscellaneous capital receipts, proceeds from disinvestments and recovery of loans and advances, which lead to a reduction in states’ assets base. No future obligations (or depletion of assets) are created in accessing the revenue receipts.

2.2       Revenue receipts of a state are composed of the following components:

a.           Receipts from states’ own taxes, which are levied and collected by the state, such as sales or trade tax, excise duties, stamp duty and registration fees, motor vehicles tax, etc.;

b.           Receipts from states’ sovereign functions, financial intermediation and user charges for the economic and social services provided by them;

c.           Devolution of taxes collected by the Union Government and transferred to the states’ in terms of the award of the Finance Commission; and

d.           Grants in aid from the Union Government

Growth of Revenue Receipts

2.3       Overall revenue receipts of the states increased from an average of Rs 93,188 crore during 1990-1995 to an average of Rs 270,769 crore during 2000-2004. Revenue receipts were placed at Rs 313,370 crore in 2003-04. Seventeen general category states (including Assam) accounted for nearly 92.5 per cent of the revenue receipts of the states, while the balance was shared amongst nine special category states. This ratio of revenue receipt between major states and others remained generally stable over the period covered by three Finance Commissions and showed very little fluctuations. (Table 2.1)

Table 2.1: Consolidated Revenue of the States (Rs Crore)

 

Revenue Receipts

Average Annual Rate of Growth

General Category States

Special Category States

All States

General Category

States

Special Category States

All States

 1990-2004

157995

12835

170830

12.06

13.22

12.15

 1990-1995

86735

6453

93188

16.05

16.25

16.07

 1995-2000

155231

13291

168522

9.82

12.42

10.02

 2000-2004

250526

20243

270769

9.23

12.80

9.49

 2003-2004

285541

23829

313370

12.91

12.07

12.85

2.4       Average annual rate of growth of revenue receipts during 1990-2004 for all the states was 12.15 per cent. Special category states had a slight edge in the relative growth rate. Growth rates over the three recent Finance Commissions’ award periods generally decelerated and were significantly higher during 1990-1995 (IX Finance Commission[15]). There, however, were significant inter year and inter state variations in the growth rates in both the clusters of states. Long-term trend growth rates were generally range bound and varied from 11 to 13 per cent for 13 of the 17 general category states. Goa and Delhi (for the period 1995-2004) had a growth rate exceeding 16 per cent, while in case of Assam and Bihar; it was under 11 per cent. In case of the special category states, while Sikkim had a growth of 21.8 per cent, for Arunachal Pradesh, Mizoram and Manipur, it was under 11 per cent per annum.

2.5       Revenue receipts are linked to economic activity and domestic product of a state is its natural base. Apart from the quantum and rate of growth of revenue receipts, it is equally important to look at these receipts relative to this base and its expansion over time. The ratio of revenue receipt- GSDP being scale neutral also allows for its meaningful comparison across the states. In case of the general category states, revenue receipts relative to their Gross State Domestic Product[16] (GSDP) did not exhibit any buoyancy. Buoyancy coefficients both for the trend period 1990-2004 and for the three sub periods remained below unity. During 1995-2000, buoyancy coefficient declined to 0.79, indicating that for each one per cent increase in GSDP, revenue receipts increased by only 0.79 per cent. In case of special category states, while trend buoyancy was less than unity, during 1990-95 and 2000-04, it exceeded one.

Table 2.2: Revenue Buoyancy and Revenue GSDP Ratio

 

Revenue Receipts/GSDP Ratio

Buoyancy of Revenue Receipts[17]

General Category States

Special Category States

All States

General Category States

Special Category States

All States

 1990-2004

13.03

37.93

13.71

0.95

0.96

0.95

 1990-1995

13.82

38.59

14.46

0.94

1.10

0.95

 1995-2000

12.28

39.86

12.98

0.79

0.86

0.80

 2000-2004

13.34

36.25

14.00

0.98

1.32

1.01

 2003-2004

13.39

37.10

14.07

1.02

1.04

1.02

 

2.6       The ratio of revenue receipt to GSDP differed significantly in two clusters. While in case of general category states, average revenue receipt- GSDP ratio was 13 per cent during 1990-2004; in case of special category states, it was nearly three times of that level. Notwithstanding the inter year variations in revenue receipt-GSDP ratios in the two clusters, long-term ratios had a decelerating trend. Average annual rate of shift in the ratio of revenue receipt to GSDP was (-) 0.60 per cent for general category states and (-) 0.49 per cent for special category states. The ratio of revenue receipt to GSDP declined from an average of 13.82 for general category states during 1990-95 to an average of 12.28 during 1995-2000 before reaching an average level of 13.34 per cent during 2000-04[18]. In case of special category states, ratio of revenue receipt to GSDP peaked at 41.49 per cent in 1995-96. It declined to an all time low of 33.96 per cent in 2000-01. Pick up was again noticeable in last three years. 

2.7       It is often argued that GSDP is not an ideal normalizing factor for revenue receipt. “Equalization in a federation is done primarily by equalizing the revenue capacity of the states. States whose per capita revenue capacity as determined normatively with reference to its tax base is deficient, that is, below the average or the standard stipulated, are given grants to make up for their deficiencies[19]. The successive Finance Commissions had infact sought to bring about some equality in the revenue capacity across the states so that they can provide basic public services to their people at reasonably comparable levels. The Twelfth Finance Commission has also provided specific grants in aid (direct resource transfer) for education and health sectors to those states, which were unable to spend adequately in these sectors because of deficiencies in fiscal capacity[20]. Population may be a better normaliser of receipt and expenditure parameters as it directly focuses on need, which may often be inversely related to per capita income or Gross State Domestic Product. Lower receipt and lower GSDP may actually neutralize the adversity and give a false sense of revenue adequacy in case of poor states. While the amount that may be needed to have full equalization may be quite large, Finance Commission, both through earmarked sectoral transfers and by adopting weighting criteria favouring the poorer states have attempted the same. 

Table 2.3: Percapita Revenue Receipts (in Rupees)

 

 General Category States

 Special Category States

All States

Current Prices

 

1993-94 Prices

 1990-2004

1709

4897

1795

1310

 1990-1995

1029

2758

1076

1160

 1995-2000

1659

5010

1752

1274

 2000-2004

2471

6900

2595

1542

 2003-2004

2785

7834

2929

1656

Average Annual Growth

(1990-2004)

9.87

10.52

9.94

2.91

 

2.8       Per capita availability of receipts for the states increased from an average of Rs 1076 during 1990-95 to an average of Rs 2595 during 2000-04. For the special category states, per capita receipts continued to be around 2.8 times of the receipts for the states in other cluster. Trend rate of growth of per capita receipt for these states was also relatively higher (10.52 per cent per annum during 1990-2004 against 9.87 per cent).  Inflation adjusted[21] increase in per capita receipts was, however, only 2.91 per cent as nearly 70 per cent of the increase was because of price rise and the associated growth in receipts.  (Table 2.3)

Table 2.4: Parameters of Internally Generated Resources (General Category States)

 

1990-2004

1990-1995

1995-2000

2000-2004

2003-04

 Own Resources (Rs crore)

104258

54952

103564

166756

192551

 Tax Transfers and Grants (Rs crore)

53738

31784

51666

83770

96990

 Own Resources/GSDP (per cent)

8.60

8.76

8.19

8.88

8.90

Growth of Own Resources (per cent)

12.73

17.21

10.36

9.58

11.48

 Buoyancy of Own Resources

0.999

1.011

0.832

1.021

0.909

 Own Resources/ Receipts (per cent)

65.99

63.36

66.72

66.56

66.50

 Dependency Ratio

0.52

0.58

0.50

0.50

0.50

 Shift Rate

0.60

1.00

0.50

0.32

-1.26

·         Shift rate is the average annual increase in the proportion of revenue receipts from own sources (own tax and own non-tax) in total revenue receipts.

·         Dependency ratio is the ratio of revenue receipts from tax transfers and grants to the receipts from own tax and non-taxes sources. A higher ratio indicates greater dependence.

2.9       In terms of control and maneuverability, revenue receipts can be considered as being composed of internally generated resources and transfers. In case of the general category states, internally generated resources constituted around two thirds of their total revenue receipts. The relative share of the internally generated resources was moderately upward moving and average annual rate of shift during 1990-2004 was a modest 0.6 per cent. Own resources comprising the tax and non-tax receipts had a higher relative growth rate and moderately higher buoyancy compared to the total receipts.  Since bulk of the resources for these states were internally generated, the dependency ratio (the ratio of their own resources to resource transfers) was 0.50 and generally stable during this period.  (Table 2.4)

Table 2.5: Parameters of Internal Resources (Special Category States)

 

 1990-2004

1990-1995

1995-2000

2000-2004

2003-04

 Own Resources (Rs crore)

2709

1085

2928

4467

4924

 Tax Transfers and Grants (Rs crore)

10126

5368

10363

15776

18904

 Own Resources/GSDP (per cent)

8.01

6.49

8.78

8.00

7.67

 Growth of Own Resources (per cent)

16.70

16.80

19.93

16.02

-7.55

 Buoyancy of Own Resources

1.21

1.14

1.38

1.65

 

 Own Resources/ Receipts (per cent)

21.11

16.81

22.03

22.07

20.67

 Dependency Ratio

3.74

4.95

3.54

3.53

3.84

 Shift Rate

3.08

0.47

6.68

2.85

-17.51

2.10     In case of special category states, less than a quarter of their receipts were generated internally and more than three fourths of these came by way of grants and devolution of the taxes collected by the Union Government. Overall dependency ratio of these states at 3.74 was more than six times of the general category states.  The rate of growth of receipts from their internally generated resources was, however, significantly higher than total revenue receipts. The buoyancy of receipts from their own resources during 1990-2004 at 1.21 was significantly higher than the buoyancy of 0.96 for total receipts. (Table 2.5)

2.11     With in the overall transfers of resources, relative importance of tax devolutions and grants in aid varied significantly across the two clusters. In case of special category states, grants in aid contributed to over 60 per cent of total receipts. The relative share of grants in total receipt had an annual shift rate of 1.08 per cent. As against this, the relative share of grants in aid for general category states was generally decelerating. (Table 2.6) For special category states, there was a sharp increase in the relative share of grants during 2000-04. This was indeed compensatory to off set the decline in share of tax transfers.

Table 2.6: Relative Share of Tax Transfers and Grants in Aid (per cent)

 

 1990-2004

1990-1995

1995-2000

2000-2004

2003-04

Shift Rate

General Category States

Share of Tax Devolution

21.62

20.92

21.96

21.66

22.20

0.26

Share of Grants in aid

12.39

15.72

11.33

11.78

11.33

-3.14

Special Category States

Share of Tax Devolution

18.69

25.49

25.65

10.28

11.39

-7.57

Share of Grants in aid

60.20

57.70

52.32

67.65

67.94

1.08

2.12     Notwithstanding the relative share of the tax transfers or their absolute values, devolution of taxes from Union Government continued to fall short of the projections and expectations of the Finance Commissions. In 2000-2004, shortfall in actual devolution of tax proceeds to states increased to 18.43 per cent partly because of a moderate growth in GDP and partly due less than expected buoyancy in tax receipts of the Union Government. Though this shortfall was compensated by an increase in allocation of grants, particularly to the special category states, it was to that extent a shift from entitlement to endowment. (Table 2.6)

Table 2.6        Devolution of the Tax Proceeds to the States (Rs in crore)

 

1990-2004

1990-1995[22]

1995-2000

2000-2004

General Category states

34157

18145

34083

54263

 Special Category States

2399

1645

3409

2081

Total Devolution of Taxes

36556

19790

37492

56344

Devolution Expected by the Finance Commissions

40649

17290

41269

69076

Shortfall in Actual Devolution to Expectations (per cent)

-10.07

14.46

-9.15

-18.43

Tax Receipts

2.13     Receipts from their own taxes remained the predominant source of revenue for the states. Most of the initiatives of the states for augmenting their revenue receipts during this period also aimed at enhancement of receipts by broadening the tax base, revision of tax rates and improved tax compliances. Tax receipts of the states increased from an average of Rs 41,625 crore during 1990-95 to an average of Rs 136,519 crore during 2000-04.  The trend rate of growth of tax receipts was 13.55 per cent (it was 13.51 per cent for general category states and 16.30 per cent for special category states). This rate was much higher than the rate of growth of receipts of Union taxes, which averaged 11.80 per cent during this period. Tax receipts were particularly buoyant for special category states. Though this may have partly been due to the lower base of tax receipts for these states, relatively higher growth in the tax receipts of special category states narrowed the gap in their tax-GSDP ratio compared to states in other cluster. The tax- GSDP ratio of special category states as proportion to the ratio of general category states increased from 51 per cent in 1990-95 to 63 per cent in 2003-04. (Table 2.7)

Table 2.7: Parameters of the Tax Receipts of the States

 

1990-2004

1990-1995

1995-2000

2000-2004

 2003-04

Tax Receipts (Rs in crore)

 General Category States

81668

41063

80312

134120