UPSC MainsECONOMICS-PAPER-II201220 Marks250 Words
Q15.

Distinguish between fiscal federalism and political federalism. How has fiscal federalism been evolving in relation to special category States in particular and other States in general ?

How to Approach

This question requires a nuanced understanding of both fiscal and political federalism, highlighting their differences and the evolving dynamics of fiscal federalism in India, particularly concerning special category states and other states. The answer should begin by defining both concepts, then trace the evolution of fiscal federalism, focusing on the changes brought about by the 14th and 15th Finance Commissions. Specific examples of states and their experiences should be included. A comparative analysis of the treatment of special category states versus general category states is crucial.

Model Answer

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Introduction

Federalism, as a mode of governance, encompasses both political and fiscal dimensions. While political federalism deals with the distribution of political power, fiscal federalism concerns itself with the allocation of financial resources between different levels of government. Historically, India’s fiscal federalism has been characterized by a vertical imbalance, with the Union government possessing greater financial powers. This imbalance has been particularly pronounced in relation to states designated as ‘special category’ based on socio-economic backwardness and geographical disadvantages. Recent reforms, particularly post the 14th Finance Commission (2015-2020), have attempted to address these imbalances, leading to a significant evolution in the country’s fiscal federal structure.

Distinguishing Fiscal and Political Federalism

Political Federalism refers to the constitutional division of powers between the Union and State governments. It defines the legislative and executive authority of each level, ensuring a degree of autonomy for states within a unified national framework. This is enshrined in the Seventh Schedule of the Constitution, outlining the distribution of subjects among the Union, State, and Concurrent Lists.

Fiscal Federalism, on the other hand, deals with the financial relations between the Union and the States. It encompasses the allocation of tax revenues, expenditure responsibilities, and transfer of resources from the Union to the States. This is primarily achieved through constitutional provisions, Finance Commission recommendations, and various schemes.

Feature Political Federalism Fiscal Federalism
Focus Distribution of political power Allocation of financial resources
Constitutional Basis Seventh Schedule (Lists I, II, III) Articles 268-293, Finance Commission
Key Aspects Legislative powers, executive authority Tax sharing, grants-in-aid, expenditure responsibilities

Evolution of Fiscal Federalism

Pre-1992: A Centralized Approach

Prior to the 1992 constitutional amendments, fiscal federalism in India was heavily centralized. The Union government controlled the majority of tax revenues, and states were largely dependent on grants-in-aid from the Centre. ‘Special Category’ status was granted to states like Assam, Nagaland, and Jammu & Kashmir, entitling them to a 90% grant component in central assistance, recognizing their unique challenges.

Post-1992: Towards Decentralization

The 73rd and 74th Constitutional Amendments (1992) aimed to strengthen local bodies, indirectly impacting fiscal federalism by increasing the devolution of funds to the Panchayats and Municipalities. However, the significant shift came with the recommendations of the 14th Finance Commission (2015-2020).

14th & 15th Finance Commissions: A Transformative Phase

The 14th Finance Commission (Chair: Y.V. Reddy) dramatically increased the states’ share in the divisible pool of central taxes from 32% to 42%. This significantly enhanced the fiscal autonomy of states. It also recommended the phasing out of the distinction between ‘Plan’ and ‘Non-Plan’ expenditure. The Commission also emphasized the need for greater fiscal discipline and transparency.

The 15th Finance Commission (Chair: N.K. Singh) recommended maintaining the states’ share at 41% (a 1% reduction due to the creation of Union Territories of Jammu & Kashmir and Ladakh). It introduced new criteria for determining states’ share, including demographic performance, forest and ecology, tax effort, and income distance. It also focused on performance-based incentives for states.

Fiscal Federalism and Special Category States

The concept of ‘Special Category’ status has undergone significant changes. The NITI Aayog, in 2015, proposed a new methodology for categorizing states based on a composite index considering backwardness, socio-economic indicators, and human development indices. This led to the abolition of the ‘Special Category’ status. However, states previously enjoying this status continue to receive preferential treatment through various schemes and grants.

States like the North-Eastern states, Himachal Pradesh, and Uttarakhand continue to receive substantial central assistance under schemes like the North East Special Infrastructure Development Scheme (NESIDS). The 15th Finance Commission also provided specific grants to states for improving health infrastructure and local bodies.

General category states have benefited from the increased share in central taxes recommended by the 14th and 15th Finance Commissions, allowing them greater flexibility in planning and implementing development programs. However, concerns remain regarding the horizontal equity – ensuring fair distribution of resources among states with varying needs and capacities.

Conclusion

Fiscal federalism in India has undergone a significant transformation, moving from a centralized to a more decentralized model. The recommendations of the 14th and 15th Finance Commissions have played a crucial role in enhancing the fiscal autonomy of states. While the ‘Special Category’ status has been abolished, states previously enjoying this status continue to receive preferential treatment. However, challenges remain in ensuring equitable distribution of resources and promoting fiscal discipline at all levels of government. Further reforms are needed to strengthen cooperative federalism and address the evolving needs of a diverse nation.

Answer Length

This is a comprehensive model answer for learning purposes and may exceed the word limit. In the exam, always adhere to the prescribed word count.

Additional Resources

Key Definitions

Vertical Fiscal Imbalance
A situation where the expenditure responsibilities of lower levels of government (states/local bodies) exceed their revenue-raising capacity, making them dependent on transfers from higher levels of government (Union).
Horizontal Equity
The principle of treating states with similar characteristics and needs in a similar manner in the distribution of financial resources.

Key Statistics

The states’ share in the divisible pool of central taxes increased from 32% to 42% following the recommendations of the 14th Finance Commission (2015-2020).

Source: Fourteenth Finance Commission Report

As per the Reserve Bank of India (RBI), the fiscal deficit of state governments averaged around 3.5% of GDP in 2022-23.

Source: RBI Report on State Finances (as of knowledge cutoff)

Examples

Kerala’s Fiscal Management

Kerala, despite having a relatively high human development index, faces fiscal challenges due to its high social sector spending and limited revenue-raising capacity. It relies heavily on transfers from the Union government.

Frequently Asked Questions

What is the role of the Goods and Services Tax (GST) in fiscal federalism?

The GST has significantly altered fiscal federalism by creating a common national market and reducing tax distortions. However, it has also led to concerns regarding revenue loss for states and the need for adequate compensation mechanisms.

Topics Covered

EconomyPolityIndian EconomyFiscal FederalismPolitical ScienceConstitutional Law