Fiscal incidence of social spending in South Africa, 2006

Description

The objectives of the present study were to investigate expenditure incidence in education, tertiary education, health, social assistance, housing, water provision and electricity, and in particular to assess shifts in such incidence between 2000 and 2006. In addition, the study set out to compare the results of the previous incidence analyses with the new results, where data comparability permits. Unlike on the previous two occasions, there was not a tax incidence module attached to the expenditure incidence analysis. Thus
the study was not constrained to apply to the same year as the Income and Expenditure Survey of 2005; rather, to incorporate the most recent data, the emphasis fell on 2006 as the end year.

The strong growth of the South African economy and of government revenue had allowed the government to expand social spending quite rapidly. The social spending items covered in this study increased from about R2 000 per person in 2000 to almost
R2 800 in 2006, i.e. by 40% per capita (in constant 2000 Rand values). Social grants spending more than doubled in this short period. As social grants were the best targeted of all government social spending programmes, overall targeting of spending therefore
also improved. Thus, as will be illustrated, the poorest 40% of the population increased their share of spending from 47.1% to 50.1%, which allowed spending per person for the poorest 40% to increase by more than R1 200 per year, an increment almost three times
as large as for the richest 20% of the population.

Information

Evaluation Number:
63
Score:
3.5
Report Approval:
28 February 2009
Published:
13 January 2013
Initiated By:
National Treasury
Undertaken By:
Servaas van der Berg
Evaluation Period:
2000 - 2006
Evaluation Area:
Social development, social security & assistance
Public finance, financial management
National Outcome:
National Outcome 5: A skilled and capable workforce to support an inclusive growth path.
National Outcome 12: An efficient, effective and development oriented public service and an empowered, fair and inclusive citizenship.
Commissioned By:
Evaluation Type:
Impact
Economic
Evaluation Subject:
Policy
Geographic Scope:
National

Evaluation Documents

File Name
63 EQAT 20130319 mj_mb.pdf
Report on fiscal incidence of social spending 2006.pdf 63.pdf

Similar Evaluations

Pricing and Access to Consumer Credit: A review of the impact of the National Credit Act one year after its implementation

A little more than a year after the implementation of the National Credit Act (NCA) in June 2007, FEASIBILITY conducted research for the National Credit Regulator (NCR) on the impact the NCA was...
Evaluation Number:
106
Report Approval:
30 June 2009
Published:
22 February 2013
Initiated By:
National Credit Regulator

Evaluation of Budget Support in South Africa

This is an exceptionally good quality evaluation, scoring 4.02 using the assessment tool. In terms of the phases of the evaluation, the planning and design of the project was particularly strong...
Evaluation Number:
418
Report Approval:
30 September 2013
Published:
04 February 2014
Initiated By:
European Commission

Harnessing Emotional Connections to Improve Financial Decisions: Evaluating the Impact of Financial Education in Mainstream Media

The purpose of the evaluation is stated in the concept note and is to pilot entertainment education as a delivery tool for improving financial capabilities in SA and facilitate learning about the...
Evaluation Number:
404
Report Approval:
01 April 2013
Published:
20 May 2016
Initiated By:
World Bank

An Analysis of the Marcroeconomic and Sectoral Impact of the Capital Expenditure Programmes of Eskom and Transnet over the Period 2005 to 2010

The trend in SOE investment expenditure is set to be reversed in coming years, particularly through the massive R134 billion capital expenditure programmes of Eskom and Transnet planned for the next...
Evaluation Number:
37
Report Approval:
13 December 2005
Published:
25 January 2013
Initiated By:
Industrial Development Corporation (IDC)

A Gendered Review of South Africa's Implementation of the Millennium Development Goals

The Commission for Gender Equality (CGE) is an independent state institution established in terms of Section 187 of the Constitution Act no 108 of 1996 of the Republic of South Africa. The CGE is...
Evaluation Number:
100
Report Approval:
31 August 2010
Published:
10 December 2012
Initiated By:
Commission for Gender Equality (CGE)