Intergovernmental Fiscal Relations and Transfers Training Course

Intergovernmental Fiscal Relations and Transfers Training Course

Introduction

Intergovernmental fiscal relations and transfers are at the core of effective governance, financial accountability, and equitable development. In today’s dynamic public finance environment, governments at all levels must enhance their capacity to manage fiscal decentralization, optimize revenue sharing, and allocate resources efficiently. Intergovernmental Fiscal Relations and Transfers Training Course provides professionals with the tools, frameworks, and case-driven insights required to design, implement, and evaluate fiscal transfer mechanisms that promote equity, accountability, and sustainable economic growth.

By leveraging global best practices, participants will explore the principles of fiscal federalism, vertical and horizontal fiscal imbalances, grant design, revenue mobilization, and performance-based fiscal transfers. This training blends theory, practice, and case studies from multiple countries to equip stakeholders with knowledge and strategies to strengthen intergovernmental collaboration, reduce disparities, and ensure transparent, results-oriented public financial management.

Course Objectives

1. Strengthen understanding of fiscal federalism and its application in modern governance.
2. Analyze vertical and horizontal fiscal imbalances in intergovernmental frameworks.
3. Develop strategies for designing equitable intergovernmental transfers.
4. Enhance capacity in performance-based financing and conditional grants.
5. Evaluate models of revenue sharing and fiscal equalization.
6. Apply public expenditure management tools in decentralized systems.
7. Understand subnational debt management and fiscal rules.
8. Promote accountability and transparency in intergovernmental fiscal transfers.
9. Strengthen capacity for revenue mobilization at local government levels.
10. Examine international best practices in fiscal transfers.
11. Explore the role of digital technology in intergovernmental financial systems.
12. Develop skills to manage political economy dynamics in fiscal decentralization.
13. Apply impact assessment and monitoring tools for intergovernmental fiscal transfers.

Target Audiences

1. Government officials (national and subnational).
2. Policy makers and legislators.
3. Public finance managers and treasuries.
4. Local government administrators.
5. Economists and fiscal policy analysts.
6. Donor agencies and development partners.
7. Researchers and academic professionals.
8. Civil society and governance institutions.

Course Duration: 5 days

Course Modules

Module 1: Foundations of Intergovernmental Fiscal Relations

• Principles of fiscal federalism.
• Structure of intergovernmental financial systems.
• Vertical and horizontal fiscal imbalances.
• Role of transfers in decentralized governance.
• Global frameworks and theoretical underpinnings.
• Case Study: Fiscal decentralization in Canada.

Module 2: Designing Intergovernmental Transfers

• Types of transfers: unconditional, conditional, equalization.
• Principles of fairness and efficiency.
• Transfer formulas and allocation models.
• Addressing disparities across jurisdictions.
• Fiscal incentives and behavioral impacts.
• Case Study: Equalization grants in Germany.

Module 3: Revenue Sharing and Assignment

• Revenue mobilization strategies.
• Assignment of taxes across government levels.
• Shared revenues and distribution criteria.
• Fiscal autonomy vs. fiscal dependency.
• Strengthening local government revenues.
• Case Study: Revenue-sharing in South Africa.

Module 4: Public Expenditure and Fiscal Management

• Expenditure assignments in federal systems.
• Budgeting for intergovernmental transfers.
• Expenditure efficiency and accountability.
• Addressing expenditure overlaps.
• Managing expenditure spillovers.
• Case Study: Expenditure decentralization in India.

Module 5: Performance-Based and Conditional Transfers

• Role of performance-based grants.
• Conditional vs. unconditional transfers.
• Linking transfers to service delivery.
• Performance measurement frameworks.
• Impact on accountability and outcomes.
• Case Study: Performance grants in Tanzania.

Module 6: Subnational Debt and Fiscal Rules

• Subnational borrowing frameworks.
• Debt sustainability indicators.
• Fiscal responsibility legislation.
• Managing fiscal risks at local levels.
• Central-local coordination on debt issues.
• Case Study: Debt management in Brazil.

Module 7: Political Economy of Intergovernmental Transfers

• Political drivers of fiscal transfers.
• Balancing politics and fiscal equity.
• Stakeholder dynamics in fiscal negotiations.
• Building consensus for reforms.
• Transparency in fiscal decision-making.
• Case Study: Fiscal reforms in Nigeria.

Module 8: Monitoring, Evaluation, and Future Trends

• Tools for monitoring fiscal transfers.
• Impact assessment of intergovernmental relations.
• Technology in fiscal transparency (digital PFM).
• Emerging global trends in fiscal decentralization.
• Policy recommendations for sustainable systems.
• Case Study: Digital fiscal transfers in Estonia.

Training Methodology

• Interactive lectures with expert facilitators.
• Group discussions and peer-to-peer learning.
• Real-world case study analysis.
• Practical exercises and simulations.
• Policy review and reform action planning.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.