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Local budget after German unification-the budgetary consequence of unification and the revenue gap between west and east-

Research Project

Project/Area Number 16530213
Research Category

Grant-in-Aid for Scientific Research (C)

Allocation TypeSingle-year Grants
Section一般
Research Field Public finance/Monetary economics
Research InstitutionKanazawa University (2006-2007)
Kyoto Prefectural University (2004-2005)

Principal Investigator

TAKEDA Kimiko  Kanazawa University, Faculty of Economics, Professor (80212025)

Project Period (FY) 2004 – 2007
Project Status Completed (Fiscal Year 2007)
Budget Amount *help
¥2,650,000 (Direct Cost: ¥2,500,000、Indirect Cost: ¥150,000)
Fiscal Year 2007: ¥650,000 (Direct Cost: ¥500,000、Indirect Cost: ¥150,000)
Fiscal Year 2006: ¥600,000 (Direct Cost: ¥600,000)
Fiscal Year 2005: ¥800,000 (Direct Cost: ¥800,000)
Fiscal Year 2004: ¥600,000 (Direct Cost: ¥600,000)
KeywordsGerman reunification / solidarity pact II / local budget in Germany / east-west gap / Hartz IV reform / socially integrative city / fiscal equalization / supplementary federal funding / ハルツIV改革 / 財政調整制度 / ドイツ自治体 / ドイツ統一 / 自治体財政 / 社会扶助 / ハルツIV / 求職者基礎保障 / 政府間財政関係 / ドイツ版NPM / 牽連性原則
Research Abstract

This research aimed to analyze the west-east gap in local budget at this time, and to examine the reality of abolition of additional supplementary federal funding for the eastern states and municipalities that scheduled until 2019. The results are as follows.
1) Through the revenue sharing between the federal states and the supplementary federal funding, the amount of fiscal transfer is still increasing. It will take more years to bridge the budgetary gap, because the tax revenue is far below the level of western federal states in eastern states. It is difficult to imagine, therefore, that there are no fiscal transfer to eastern federal states and municipalities after 2020.
2)"Solidarity Pact II (as of 2005)" however implies that the west-east gap brought about by reunification should be merged into the difference in general in the future. In fact the budgets of the stronger federal states in the east are catching up with the weaker federal states in the west, and socio- economic problem of regions with weak industrial structure in western states also should not be neglect. We can find such an implication in the 'Basket II" of Solidarity Pact II, where the target of programs and grants moves from eastern area to weaker structured area in overall Germany.
3) "Hartz IV" reform introduced in 2005 has brought an increasing fiscal burden to the eastern municipality with the higher unemployment. There are peculiar socio-economic handicaps due to negative assets from divided era, namely mismatching in labor market, absence of civil society, decrepitated infrastructure and so on. Leaving these problems can retard the economic development of eastern area. Activities rooted in the local community, as can see in many practices of "Soziale Stadt"(socially integrative city) program, are expected to resolve these problems.

Report

(5 results)
  • 2007 Annual Research Report   Final Research Report Summary
  • 2006 Annual Research Report
  • 2005 Annual Research Report
  • 2004 Annual Research Report
  • Research Products

    (26 results)

All 2008 2007 2006 2005 2004

All Journal Article (20 results) (of which Peer Reviewed: 2 results) Presentation (4 results) Book (2 results)

  • [Journal Article] ドイツ統一後の自治体財政-地域間格差の現状と施策-2008

    • Author(s)
      武田 公子
    • Journal Title

      金沢大学経済学部論集 28-2

      Pages: 197-221

    • NAID

      110006629113

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2007 Annual Research Report 2007 Final Research Report Summary
  • [Journal Article] Local budget after German unification, status quo of west- east gap and the countermeasure2008

    • Author(s)
      Takeda, Kimiko
    • Journal Title

      Kanazawa Daigaku Keizai Gakubu Ronshu(Economic Review) Vol.28, No.2

      Pages: 197-221

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Journal Article] ハルツIV改革とドイツ型財政連邦主義の行方2007

    • Author(s)
      武田 公子
    • Journal Title

      金沢大学経済学部論集 27-2

      Pages: 149-173

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Journal Article] ドイツ社会扶助制度改革と自治体財政への影響2007

    • Author(s)
      武田 公子
    • Journal Title

      日本地方財政学会編『三位一体改革のネクスト・ステージ』勁草書房

      Pages: 123-143

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2007 Final Research Report Summary
    • Peer Reviewed
  • [Journal Article] "Hartz IV" reform and the future of German fiscal federalism2007

    • Author(s)
      Takeda, Kimiko
    • Journal Title

      Kanazawa Daigaku Keizai Gakubu Ronshu(Economic Review) Vol.27, No.2

      Pages: 149-173

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Journal Article] Reform of social assistance and its impact on the local budget in Germany2007

    • Author(s)
      Takeda, Kimiko
    • Journal Title

      Japanese Institut of Local Public Finance ed., Next Stage a fascal decentralization(Keiso-shobo)

      Pages: 123-143

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Journal Article] ドイツ社会扶助制度改革と自治体財政への影響2007

    • Author(s)
      武田 公子
    • Journal Title

      日本地方財政学会『三位一体改革のネクスト・ステージ』勁草書房

      Pages: 123-143

    • Related Report
      2007 Annual Research Report
    • Peer Reviewed
  • [Journal Article] ハルツIV改革とドイツ型財政連邦主義の行方2007

    • Author(s)
      武田 公子
    • Journal Title

      金沢大学経済学部論集 27・2

      Pages: 149-173

    • Related Report
      2006 Annual Research Report
  • [Journal Article] ハルツIV法によるドイツ社会扶助改革と政府間財政関係の進展2006

    • Author(s)
      武田 公子
    • Journal Title

      金沢大学経済学部論集 26-2

      Pages: 125-155

    • NAID

      110004436962

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2007 Final Research Report Summary 2005 Annual Research Report
  • [Journal Article] "Hartz IV" reform and the break-through of intergovernmental relationship2006

    • Author(s)
      Takeda, Kimiko
    • Journal Title

      Kanazawa Daigaku Keizai Gakubu Ronshu(Econornic Review) Vol.26, No.2

      Pages: 125-155

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Journal Article] ドイツ社会扶助制度改革と自治体財政への影響2006

    • Author(s)
      武田 公子
    • Journal Title

      日本地方財政学会報告要旨集 第14回大会

      Pages: 136-139

    • Related Report
      2006 Annual Research Report
  • [Journal Article] ドイツ版NPMの10年-新制御モデルの成果と限界2005

    • Author(s)
      武田 公子
    • Journal Title

      福祉社会研究 第4/5合併号

      Pages: 21-40

    • NAID

      110004649543

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2007 Final Research Report Summary 2004 Annual Research Report
  • [Journal Article] ドイツ社会扶助制度改革と自治体財政2005

    • Author(s)
      武田 公子
    • Journal Title

      賃金と社会保障 1406号

      Pages: 21-30

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2007 Final Research Report Summary 2005 Annual Research Report
  • [Journal Article] Ten years of German NPM, outcomes and limits of "New Steering Model"2005

    • Author(s)
      Takeda, Kimiko
    • Journal Title

      Fukushi Shakai Kenkyu (Tbe Review of Welare Society) No.4-5

      Pages: 21-40

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Journal Article] NPM-reform in Germany2005

    • Author(s)
      Takeda, Kimiko
    • Journal Title

      Okada, Akihiro ed., Investigating ATM. Comparison between Japan and European Countries(Jichitaikenkyusha)

      Pages: 197-227

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Journal Article] Reform of social assistance and local budget in Germany2005

    • Author(s)
      Takeda, Kimiko
    • Journal Title

      Chingin to Shakaihosyo(Wege & Social Security) No.1406

      Pages: 21-30

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Journal Article] ドイツにおけるNPM改革-新制御モデルの成果と限界-2005

    • Author(s)
      武田 公子
    • Journal Title

      NPMの検証-日本とヨーロッパ(岡田章宏・自治体問題研究所編)(自治体研究社)

      Pages: 197-227

    • Related Report
      2005 Annual Research Report
  • [Journal Article] ドイツにおける自治体間財政調整の動向-牽連性原則と州・自治体間協議-2004

    • Author(s)
      武田 公子
    • Journal Title

      京都府立大学学術報告(人文・社会) 第56号

      Pages: 105-119

    • NAID

      110004597208

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2007 Final Research Report Summary 2004 Annual Research Report
  • [Journal Article] Reform of fiscal equalization system in German municipalities, "Konnexitatsprinzip" and agenda between State and Local Governments2004

    • Author(s)
      Takeda, Kimiko
    • Journal Title

      The Scintific Reports of the Kyoto Prefectural Univerisity(Humanities) No.56

      Pages: 105-119

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Journal Article] Pfo forma standard taxation on business, what suggests the argument on the business tax reform in Germany?2004

    • Author(s)
      Takeda, Kimiko
    • Journal Title

      Japanese Institute of Tax Theory ed., Investigating the Tax Reform from the viewpoint of Principle(Horitsu-bunka)

      Pages: 1-16

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Presentation] ドイツ統一後の自治体財政-地域間格差の現状と施策-2007

    • Author(s)
      武田 公子
    • Organizer
      日本財政学会第64回大会
    • Place of Presentation
      明治大学
    • Year and Date
      2007-11-28
    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2007 Annual Research Report 2007 Final Research Report Summary
  • [Presentation] Local budget after German unification, status quo of west- east gap and the countermeasure2007

    • Author(s)
      Takeda, Kimiko
    • Organizer
      64th Conference of Japanese Institute of Public Finance
    • Place of Presentation
      Meiji University
    • Year and Date
      2007-11-28
    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Presentation] ドイツ社会扶助制度改革と自治体財政への影響2006

    • Author(s)
      武田 公子
    • Organizer
      日本地方財政学会第14回大会
    • Place of Presentation
      東洋大学
    • Year and Date
      2006-05-28
    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Presentation] Reform of social assistance and its impact on local budget in Germany2006

    • Author(s)
      Takeda, Kimiko
    • Organizer
      14th Conference of Japanese Institute of Local Public Finance
    • Place of Presentation
      Toyo University
    • Year and Date
      2006-05-28
    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Book] 『NPMの検証-日本とヨーロッパ』(武田公子担当箇所「ドイツにおけるNPM改革」)2005

    • Author(s)
      岡田章宏・自治体問題研究所編
    • Publisher
      自治体研究社
    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2007 Final Research Report Summary
  • [Book] 『租税原理から税制改革を検証』 (武田公子担当箇所「法人事業税の外形標準-ドイツ営業税改革論議が示唆するもの」)2004

    • Author(s)
      日本租税理論学会編
    • Publisher
      法律文化社
    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2007 Final Research Report Summary

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Published: 2004-04-01   Modified: 2016-04-21  

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