Professor Nora Gordon

University of California, San Diego

Office:  Economics 328                                                         

Email:  negordon@ucsd.edu

 

ECONOMICS 231 

PUBLIC ECONOMICS:  GOVERNMENT EXPENDITURES

Mon./Wed. 11:00-12:20, Economics 304

http://econ.ucsd.edu/faculty/negordon/econ231/econ231home.html

 

This course covers the role of government expenditures in the economy.  We will begin with a discussion of optimal government expenditure and the public goods problem.  We then cover a sampling of topics at the intersection of political economy and public finance.  Next, we consider public finance in a system with multiple jurisdictions, and review empirical research on public education.  Each topic in the course will be motivated by the theoretical work in the relevant area, but the emphasis of the course is empirical.  A main goal of the course is to teach you how to conduct and evaluate empirical research on government expenditure programs.  The most important topics in government expenditures that are not included in this course are social insurance and redistribution, which are covered in Julie Cullen’s public economics course.  Taxation is covered in Roger Gordon’s public economics course and not in this course.

 

COURSE REQUIREMENTS:

 

This course requires a paper proposal (in two drafts), presentation of the final proposal, presentation of one assigned paper, one referee report, and a final exam.

 

Assignment

Due date

Weight in course grade

Presentation of assigned paper

Depends on paper chosen; sign up for paper in class April 2

5%

Meet with me before first draft

Before May 1, by appointment

 

First draft paper proposal

In class May 14

15%

Referee report

In class May 7

10%

Final paper proposal

June 6, by 4:30 p.m.

25%

Presentation of paper proposal

June 2 or 4

5%

Final exam

June 13

40%

 

Each student must meet with me individually at least once before May 1 to discuss the proposal before submitting a first draft.  Come to the meeting with a question—even if you suspect it is too broad or too narrow—and a list of at least four related papers you have found, including at least one unpublished paper. 

 

Academics frequently write referee reports for journals, advising editors whether to publish papers and if so, with what revisions.  These reports begin with a brief summary of the paper, but spend most of their (2-3 page single-spaced) text critiquing the paper and providing suggestions for improvement.  In order to ensure that you are familiar with the most recent research related to your paper proposal, you will write a referee report on an unpublished paper related to your topic (it is okay if the paper has been accepted for publication).  You can find unpublished papers through NBER, IZA, departmental working paper series, Google Scholar, SSRN, or the author’s webpage.  This paper need not be issued as part of any formal working paper series.

 

The first draft of the paper proposal (about 10 pages) will pose a question in public economics, motivate that question, and place it in the context of the existing literature.  The second draft must refine the first draft, and, additionally, describe an appropriate data set (that actually exists) and empirical methodology for answering the question.  You may write a theoretical paper if you prefer; we will discuss how theoretical paper will evolve between drafts on a case-by-case basis.  The goal of this assignment is for you to have a “blueprint” for carrying out an original research project.  I encourage you to discuss your progress and future directions with me frequently during this process.  More detailed paper proposal guidelines follow.

 

Note:  there will be no class Monday, April 14.  Instead, we will meet Friday, April 18 from 2:00-3:20 in Economics 304.

 

Paper proposal assignment guidelines

 

The format I describe here will help you set out the skeleton of an applied paper, which you can “fill in” after the class (as a second-year econometrics project or third-year paper, for example).  These guidelines are flexible and we can discuss what would be most useful on a case-by-case basis (for example, if you are further along with a project already, or if you wish to write a theoretical paper).  If you are just starting an applied project, however, these are the criteria I think are most helpful for eventually writing a paper, and therefore the criteria upon which the assignments will be graded. 

 

1.  Define your question

 

Getting started is often the most difficult part.  The point of this project is to move you beyond a point where you are interested in public economics, or even a more restricted area such as education policy, to a point where you can phrase your interest as a question.  Looking through articles (skim through the Journal of Public Economics) or unpublished papers (look through the Public Economics working paper series at the NBER online) will help you identify the appropriate scope for a question.  When in doubt, make it narrower to ensure that you will be able to answer it completely. 

 

2.  Motivate your question

 

You can do this in several ways.  It is crucial that you convince the reader that this is an interesting and important question, whether theoretically or for policy purposes or both.  This should happen right away, after stating the question.  You should also review the literature to the extent necessary to show interest in the general area and that this particular question is not well answered already.  Rather than writing a lengthy literature review on the broader topic, discuss the literature in relation to your question.

 

3.  Show that you will be able to answer your question (add to final proposal, not needed for first draft)

 

Discuss your empirical strategy and the data you plan to use.  Be very clear about how you will credibly identify exogenous variation and therefore estimate a causal relationship.  If you are using a new or unusual econometric method, review the methodological literature here as well.  In this case, discuss only the aspects that are necessary to understand your paper. 

 

A good strategy here is to start by thinking about what your ideal data would be, then see what data exist, and then decide if they are sufficient.  It is likely that you will first come up with some questions that are interesting, important, and unanswered, only to realize that they are unanswered for a reason.  Try not to be discouraged and to view it as part of the research process.  The more specific you can be about what you are going to do, the better.  Include equations to be specified and blank table shells for results. 

 

 

4.  Explain how you will interpret your findings (add to final proposal, not needed for first draft)

 

Now that you have your blank table shells, how should we interpret what eventually will fill them?  It is always good to put a coefficient reported in a table in a sentence so the reader can interpret it.  For now, you can call that coefficient “X” or whatever you like as a placeholder, but you should try writing the sentence.  This part of the assignment is important for helping you think about how specific the results are to your empirical setting (and remembering that local average treatment effects are local!). 


Class calendar (subject to revision)

 

Monday

Wednesday

Mar. 31

Introduction to course

What is public economics?

*Feldstein

Apr. 2

Sign up for paper to present

Externalities -- theory

*Laffont Ch. 1

Apr. 7

Externalities -- empirical

*Chay and Greenstone; Dee

Apr. 9

Public goods -- theory

*Laffont Ch. 2

*Apr. 14—no class meeting, rescheduled to Friday*

For Wed. Apr. 16

Public goods – empirical

*Andreoni; Fischel; Brunner & Sonstelie

Friday Apr. 18

 Social choice

*Laffont Ch. 4 and 5

Apr. 21

Empirical estimates of demand for public goods

            Hedonic estimates

            Demand analysis

*Black; Gyurko & Tracy; Gramlich & Rubinfeld

Apr. 23

Empirical estimates of demand for public goods

            Flypaper effect

*Gordon; Knight

Apr. 28

Political economy I

*Besley & Coate; Baron & Ferejohn

Apr. 30

Political economy II

*Cutler, Elmendorf, & Zeckhauser; Lee, Moretti, & Butler

May 5

Political economy:  endogenous borders

*Alesina & Spaolare; Alesina, Hoxby, & Baqir

May 7

Referee report due in class

Public finance with multiple jurisdictions

            Tiebout model

            Club goods

*Rubinfeld; Scotchmer

May 12

Public finance with multiple jurisdictions

            Empirical

*Farnham & Sevak; Hoxby

May 14

Paper proposal draft 1 due in class

Public finance with multiple jurisdictions

            Intergovernmental grants

            Empirical evidence on grants

*Baicker & Staiger; Cullen

May 19

Elementary and secondary education in the US

            School finance

*Fernandez & Rogerson; Hoxby

May 21

Elementary and secondary education in the US

            The production of education

*Hanushek; Jacob

May 26

Memorial Day

No class

May 28

Higher education

*Dynarski; Dynarski; Peltzman

June 2

Student research presentations

June 4

Student research presentations

FRIDAY June 6 Paper proposal draft 2 due

FRIDAY June 13 Final exam 11:30-2:30

 


 

READINGS:  Required readings are in bold.  Most should be on JSTOR. 

 

Index of Journal Abbreviations

AER = American Economic Review

EMA = Econometrica

JEL = Journal of Economic Literature

JEP = Journal of Economic Perspectives

JHR = Journal of Human Resources

JOLE = Journal of Labor Economics

JPE = Journal of Political Economy

JPubE = Journal of Public Economics

NTJ = National Tax Journal

QJE = Quarterly Journal of Economic

REStat = Review of Economics and Statistics

REStud = Review of Economic Studies

 

General References

 

A. Atkinson and J. Stiglitz, Lectures in Public Economics (New York: McGraw Hill, 1980).

 

A. Auerbach and M. Feldstein, eds., Handbook of Public Economics: Volumes 1 & 2 (Amsterdam: North Holland, 1985 and 1987).

 

*J. Laffont, Fundamentals of Public Economics (Cambridge: MIT Press, 1988).  Note:  this is an e-book from UCSD library, not in UCSD bookstore, available new and used on Amazon.

 

G. Myles, Public Economics (New York: Cambridge University Press, 1995).

 

H. Rosen, Public Finance, 6th edition (New York: McGraw-Hill/Irwin, 2002).

 

J. Stiglitz, Economics of the Public Sector, 2nd edition (New York: Norton, 1988).

 

Note:  Some papers listed as working papers may now be published in journals and not cited here.

 

0.  Introduction to the Course

 

*M. Feldstein, “The Transformation of Public Economics Research: 1970-2000,” Journal of Public Economics, 86.3 (December 2002), 319-26.

http://www.nber.org/feldstein/publiceconomics.html

 

 

1. Optimal Expenditure Policy

 

1.1 Externalities

 

J. Andreoni and A. Levinson, “The Simple Analytics of the Envrironmental Kuznets Curve,” Journal of Public Economics, v 80, 2001, 269-286.

 

A. L. Bovenberg and R. A. de Mooij, “Environmental Levies and Distortionary Taxation,” American Economic Review, September 1994, 1085--1089.

 

*K. Chay and M. Greenstone, “The Impact of Air Pollution on Infant Mortality: Evidence from Geographic Variation in Pollution Shocks Induced by a Recession.” Quarterly Journal of Economics, 118(3) (August 2003).

http://econ-www.mit.edu/faculty/download_pdf.php?id=838

 

R. Coase, “The Problem of Social Cost,” Journal of Law and Economics, 1960, 1--44.

 

*T. Dee, “Are There Civic Returns to Education? Journal of Public Economics 88 (9), August 2004, 1697-1720.

http://www.swarthmore.edu/SocSci/tdee1/Research/jpubec04.pdf

 

A. Dixit, and M. Olson, “Does Voluntary Participation Undermine the Coase Theorem?” Journal of Public Economics, June 2000, 309-336.

 

L. Ebrill and S. Slutsky, “Time, Congestion and Public Goods,” Journal of Public Economics, 1982, 307--335.

 

D. Fullerton, “Environmental Levies and Distortionary Taxation: Comment,” American Economic Review, March 1997, 245--251.

 

D. Fullerton and G. Metcalf, “Environmental Controls, Scarcity Rents, and Pre-existing Distortions,” Journal of Public Economics, v 80, 2001, 249—67.

 

J. Greenwood and R. P. McAfee, “Externalities and Assymetric Information,” Quarterly Journal of Economics, February 1991, 103--122.

 

G. Harden, “The Tragedy of the Commons,” Science, 1968, December.

 

Laffont, Chapter 1.

 

G. Metcalf, “Environmental Levies and Distortionary Taxation,” Journal of Public Economics, February 2003, 87(2), 313-322.

 

1.2 Efficient Public Goods Provision

 

A. Atkinson and N. Stern, "Pigou, Taxation and Public Goods," REStud 41 (1974), 119-128.

 

A. Atkinson and J. Stiglitz, Chapter 16.

 

C. Ballard and D. Fullerton, "Distortionary Taxes and the Provision of Public Goods," JEP 6 (1992), 117-131.

 

R. Boadway and M. Keen, "Public Goods, Self-selection, and Optimal Income Taxation," International Economic Review 34 (1993), 463-78.

 

T. Gaube, "When do Distortionary Taxes Reduce the Optimal Supply of Public Goods?," JPubE 76 (2000), 151-180.

 

L. Kaplow, "The Optimal Supply of Public Goods and the Distortionary Cost of Taxation," NTJ 49 (1996), 513-533.

 

M. King, "A Pigouvian Rule for the Optimal Provision of Public Goods," JPubE 30 (1986), 273-292.

 

*J. Laffont, Chapter 2.

 

G. Myles, Chapter 9.

 

P. Samuelson, "The Pure Theory of Public Expenditure," REStat 36 (1954), 387-389.

 

J. Wilson, "Optimal Public Good Provision with Limited Lump-Sum Taxation," AER 81 (1991), 153-66.

 

1.3 Voluntary Private Provision of Public Goods

 

J. Andreoni, "Impure Altruism and Donations to Public Goods: A Theory of Warm-Glow Giving?," Economic Journal 100(401) (1990), 464-77.

 

*J. Andreoni, "An Experimental Test of the Public Goods Crowding Out Hypothesis," AER 83 (December 1993), 1317-27.

 

J. Andreoni and T. Bergstrom, "Do Government Subsidies Increase the Private Supply of Public Goods?," Public Choice 88 (1996), 295-308.

 

T. Bergstrom, L. Blume, and H. Varian, "On the Private Provision of Public Goods," JPubE 29 (1986), 25-49.

 

*E. Brunner and J. Sonstelie, "School Finance Reform and Voluntary Fiscal Federalism," Journal of Public Economics, 2003, 87(9-10) 2157-2185.

 

C. Clotfelter, Federal Tax Policy and Charitable Giving (Chicago: University of Chicago Press, 1985), Chapters 1 and 2.

 

*W. Fischel, "Did Serrano Cause Proposition 13?," NTJ 42 (December 1989), 465-473.

 

L. Kaplow, "A Note on Subsidizing Gifts," JPubE 58 (1995), 469-78.

 

B. Kingma, "An Accurate Measurement of the Crowd-Out Effect, Income Effect, and Price Effect for Charitable Contributions," JPE 97 (1989), 1197-1207.

 

J. Ledyard, "Public Goods: A Survey of Experimental Research," in J. Kagel and A. Roth, eds., The Handbook of Experimental Economics (Princeton: Princeton University Press, 1995), 111-194.

 

E. Ley, "On the Private Provision of Public Goods, A Diagrammatic Approach," Investigaciones Economicas 20(1) (1996), 691-704.

 

J. Morgan, "Financing Public Goods by Means of Lotteries," REStud 67(4) (2000), 761-84.

 

R. Roberts, "Financing Public Goods," JPE 95 (1987), 420-437.

 

J. Weimann, "Individual Behavior in a Free Riding Experiment," JPubE 54 (1994), 185-200.

 

1.4 Providing Public Goods with Perfect and with Asymmetric Information

 

A. Atkinson and J. Stiglitz, Chapter 10.

 

R. Barnett, “Preference Revelation and Public Goods” in P. Jackson, ed., Current Issues in Public Sector Economics (New York: St. Martin’s Press, 1992), 94-131.

 

T. Bergstrom and R. Cornes, "Independence of Allocative Efficiency from Distribution in the Theory of Public Goods," EMA 51(6) (1983), 1753-1765.

 

Y. Chen and C. Plott, "The Groves Mechanism: An Experimental Study of Institutional Design," JPubE 59 (1996), 335-364.

 

Y. Chen and F. Tang, "Learning and Incentive-Compatible Mechanisms for Public Goods Provision: An Experimental Study," JPE 106 (1998), 633-62.

 

E. Clarke, "Multipart Pricing of Public Goods," Public Choice 8 (1971), 19-33.

 

T. Groves and J. Ledyard, "Optimal Allocation of Public Goods: A Solution to the `Free-Rider’ Problem," EMA 45(4) (1977), 783-809.

 

E. Lindahl, "Just Taxation - A Positive Solution," in R. Musgrave and A. Peacock, eds., Classics in the Theory of Public Finance (New York: St. Martin’s Press, 1994).

 

H. Varian, "A Solution to the Problem of Externalities When Agents are Well-Informed," AER 84 (December 1994), 1278-1293.

 

1.5 Social Choice Theory: The Median Voter Model

 

K. Arrow, Social Choice and Individual Values (Yale University Press, 1963).

 

T. Bergstrom, "When Does Majority Rule Supply Public Goods Efficiently?" Scandinavian Journal of Economics (1979), 216-226.

 

H. Bowen, "The Interpretation of Voting in the Allocation of Resources," QJE 58 (1943), 27-48.

 

A. Caplin and B. Nalebuff, "On 64% Majority Rule," EMA 56 (1988), 787-814.

 

A. Denzau and R. MacKay, "Benefit Shares and Majority Voting," AER 66 (1976), 69-76.

 

T. Feddersen and W. Pesendorfer, "The Swing Voter’s Curse," AER 86 (1996), 408-426.

 

T. Feddersen and W. Pesendorfer, "Voting Behavior and Information Aggregation in Elections with Private Information," EMA 65 (1997), 1029-58.

 

A. Gibbard, "Manipulation of Voting Schemes: A General Result," EMA 41 (1973), 587-600.

 

*J. Laffont, Chapters 4 and 5.

 

J. Ledyard, "The Pure Theory of Large Two Candidate Elections," Public Choice 44 (1984), 7-41.

 

J. Levin and B. Nalebuff, "An Introduction to Vote-Counting Schemes," JEP 9(1) (1995), 3-26.

 

C. Plott, "A Notion of Equilibrium and its Possibility Under Majority Rule," AER 57 (1967), 787-806.

 

A. Sen, Collective Choice and Social Welfare (San Francisco: Holden Day, 1970), Chapters 1-3.

 

K. Shepsle, "Institutional Arrangements and Equilibrium in Multidimensional Voting Models," American Journal of Political Science 23 (1979), 23-59.

 

N. Tideman and G. Tullock, "A New and Superior Process for Making Social Choices," JPE 84 (1976), 1145-1159.

 

1.6 Estimating the Demand for Public Goods

 

T. Bergstrom, D. Rubinfeld, and P. Shapiro, "Micro-based Estimates of Demand Functions for Local School Expenditures," EMA 50 (September 1982), 1183-1205.

 

*S. Black, “Do Better Schools Matter?  Parental Valuation of Elementary Education,” QJE 114(2) (1999), 577-.

 

D. Brookshire, M. Thayer, W. Schulze, and R. d'Arge, "Valuing Public Goods: A Comparison of Survey and Hedonic Approaches," AER 72(1) (1982), 165-177.

 

*J. Gyourko and J. Tracy, "The Structure of Local Public Finance and the Quality of Life," JPE 99 (August 1991), 774-806.

 

*E. Gramlich and D. Rubinfeld, "Micro Estimates of Public Spending Demand Functions and Tests of the Tiebout and Median Voter Hypotheses," JPE 90 (June 1982), 536-560.

 

W. Oates, "Estimating the Demand for Public Goods: The Collective Choice and Contingent Valuation Methods," in D. Bjornstad and J. Kahn, eds., The Contingent Valuation of Environmental Resources: Methodological Issues and Research Needs (Brookfield, VT: Ashgate, 1996), 211-30.

 

C. Randall, "Price Specification and the Demand for Public Goods," JPubE 43 (1990), 93-106.

 

J. Roback, "Wages, Rents, and the Quality of Life," JPE (1982), 1257-1276.

 

J. Schwab and E. Zampelli, "Disentangling the Demand Function from the Production Function for Local Public Services: The Case for Public Safety," JPubE 33 (1987), 245-260.

 

V. Smith and Y. Kaoru, "The Hedonic Travel Cost Model: A View from the Trenches," in V. Smith, Estimating Economic Values for Nature: Methods for Non-Market Valuation (Cheltenham, U.K.: Elgar, 1987), pp.214-27.

 

1.7 Empirical Tests of the Median Voter Model

 

J. Cullen, "The Incidence of Special Education Mandates," MIT mimeo (1997).

 

R. Fisher, "Income and Grant Effects on Local Expenditure: The Flypaper Effect and Other Difficulties," Journal of Urban Economics 12 (1982), 324-345.

 

*N. Gordon, “Do Federal Funds Boost School Spending?  Evidence from Title I,” Harvard mimeo (2001).

 

J. Hines and R. Thaler, "Anomalies: The Flypaper Effect," JEP 9 (Fall 1995), 217-226.

 

*B. Knight, “Endogenous Federal Grants and Crowd-out of State Government Spending:  Theory and Evidence from the Federal Highway Aid Program,” AER  92(1) (2002), 71-92.

 

H. Ladd, "State Responses to TRA86 Revenue Windfalls," Journal of Policy Analysis and Management 12 (1993), 82-103.

 

K. Strumpf, "A Predictive Index for the Flypaper Effect," JPubE 69(3) (1998), 389-412.

 

 

2. The Political Economy of Government

 

2.1 The Scope and Growth of Government

 

D. Bellante and P. Porter, "Public and Private Employment over the Business Cycle: A Ratchet Theory of Government Growth," Journal of Labor Research 19 (1998), 613-28.

 

T. Borcherding, "The Causes of Government Expenditure Growth: A Survey of the U.S. Evidence," JPubE 28 (1985), 359-382.

 

D. Feenberg and H. Rosen, "Tax Structure and Public Sector Growth," JPubE 32 (1987), 185-201.

 

J. Ferris and E. West, "The Cost Disease and Government Growth: Qualifications to Baumol," Public Choice 89 (1996), 35-52.

 

C. Holsey and T. Borcherding, "Why Does Government’s Share of National Income Grow?: An Assessment of the Recent Literature on the U.S. Experience," in D. Mueller, Perspectives on Public Choice (Cambridge: Cambridge University Press, 1997).

 

J. Matsusaka, "Fiscal Effects of the Voter Initiative: Evidence from the Last 30 Years," JPE 103 (June 1995), 587-622.

 

S. Peltzman, "The Growth of Government," Journal of Law and Economics 23 (1980), 209-287.

 

S. Peltzman, "Voters as Fiscal Conservatives," QJE 107 (1992), 327-362.

 

T. Persson, G. Roland, and G. Tabellini, "Comparative Politics and Public Finance," JPE 108 (2000), 1121-61.

 

*T. Persson and G. Tabellini, "Political Economics and Public Finance," NBER Working Paper 7097 (1999).

 

K. Shepsle and B. Weingast, "Political Solutions to Market Problems," American Political Science Review 78 (1984), 417-434.

 

2.2 Bureaucrats and Elected Officials

 

A. Alesina and D. Rodrik, "Distributive Politics and Economic Growth," QJE 109 (May 1994), 465-490.

 

A. Banerjee, "A Theory of Misgovernance," QJE 112 (1997), 1289-1332.

 

*D. Baron and J. Ferejohn, "Bargaining in Legislatures," American Political Science Review 83(4) (1989), 1181-1206.

 

*T. Besley and S. Coate, “An Economic Model of Representative Democracy”, QJE 108(1) (1997), 85-114.

 

M. Fiorina and R. Noll, "Voters, Bureaucrats, and Legislators: A Rational Choice Perspective on the Growth of Bureaucracy," JPubE 9 (1978), 239-255.

 

K. Forbes and E. Zampelli, "Is Leviathan a Mythical Beast?," AER 79 (1989), 568-77.

 

J. Heckman, J. Smith, and C. Taber, "What Do Bureaucrats Do?  The Effects of Performance Standards and Bureaucratic Preferences on Acceptance into the JTPA Program," in G. Libecap, ed., Reinventing Government and the Problem of Bureaucracy (Greenwich, CT: JAI Press, 1996), 191-217.

 

J. Laffont, "Political Economy, Information, and Incentives," European Economic Review 43 (1999), 649-669.

 

M. Marlow, "Fiscal Decentralization and Government Size," Public Choice 56(3) (March 1988), 259-69.

 

G. Miller, "The Impact of Economics on Contemporary Political Science," JEL 35 (1997): 1173-1204.

 

G. Miller and T. Moe, "Bureaucrats, Legislators, and the Size of Government," American Political Science Review 77 (1983), 297-308.

 

W. Niskanen, "Bureaucrats and Politicians," Journal of Law and Economics 18 (1975), 617-643.

 

W. Oates, "Searching for Leviathan: An Empirical Study," AER 75 (1985), 748-758.

 

W. Oates, "Searching for Leviathan: A Reply and Further Reflections," AER 79 (1989), 578-83.

 

T. Persson, G. Roland, and G. Tabellini, "The Size and Scope of Government: Comparative Politics with Rational Politicians," European Economic Review 43 (1999), 699-735.

 

T. Romer and H. Rosenthal, "Bureaucrats versus Voters: On the Political Economy of Resource Allocation by Direct Democracy," QJE 93 (1979), 563-588.

 

T. Romer and H. Rosenthal, "Median Voters or Budget Maximizers: Evidence from School Expenditure Referenda," Economic Inquiry (1982), 556-578.

 

A. Shleifer and R. Vishny, "Corruption," QJE 108 (August 1993), 599-618.

 

J. Wilson, Bureaucracy: What Government Agencies Do and Why They Do It (New York: Basic Books, 1989).

 

J. Zax, "Is There a Leviathan in Your Neighborhood?," AER, 79(1989), 560-67.

 

2.3 Fiscal Institutions and Public Choice

 

B. Abrams and W. Dougan, "The Effects of Constitutional Constraints on Government Spending," Public Choice 49 (1986), 101-116.

 

T. Besley and A. Case, "Unnatural Experiments?  Estimating the Incidence of Endogenous Policies," Economic Journal 110(467) (2000), F672-94.

 

T. Besley and A. Case, "Does Electoral Accountability Affect Economic Policy Choices?  Evidence from Gubernatorial Term Limits," QJE 110 (August 1995), 769-798.

 

K. Bradbury, C. Mayer, and K. Case, "Property Tax Limits and Local Fiscal Behavior: Did Massachusetts Cities and Towns Spend Too Little on Town Services Under Proposition 2 ½?," Federal Reserve Bank of Boston mimeo (1997).

 

*D. Cutler, D. Elmendorf, and R. Zeckhauser, "Restraining the Leviathan: Property Tax Limitation in Massachusetts," JPubE 71(3) (1999), 313-34.

 

T. Downes, R. Dye, and T. McGuire, "Do Limits Matter? Evidence on the Effects of Tax Limitations on Student Performance," Journal of Urban Economics 43 (1998), 401-17.

 

R. Dye and T. McGuire, "The Effect of Property Tax Limitation Measures on Local Government Fiscal Behavior, JPubE 66(3) (December 1997), 469-87.

 

D. Figlio, "Did the ‘Tax Revolt’ Reduce School Performance?," JPubE 65 (1997), 245-69.

 

D. Figlio, "Short-term Effects of a 1990s-ERA Property Tax Limit: Panel Evidence on Oregon's Measure 5," NTJ 51(1) (March 1998), 55-70.

 

D. Holz-Eakin, "The Line Item Veto and Public Sector Budgets: Evidence from the States," JPubE 36 (1988), 269-292.

 

*D. Lee, E. Moretti, and M. Butler, “Do Voters Affect or Elect Policies?  Evidence from the U.S. House” QJE 119(3) (August 2004), 807-859.

http://elsa.berkeley.edu/users/dslee/wp/final.pdf

 

J. Poterba, "State Responses to Fiscal Crises: The Effects of Budgetary Institutions and Politics," JPE 102 (August 1994), 799-821.

 

J. Poterba, "Balanced Budget Rules and Fiscal Policy: Evidence from the States," NTJ 48 (1995), 329-337.

 

J. Poterba and K. Rueben, "The Effect of Property-Tax Limits on Wages and Employment in the Local Public Sector," AER 85(2) (May 1995), 384-89.

 

A. Preston and C. Ichniowski, "A National Perspective on the Effects of the Local Property Tax Revolt, 1976-1986," NTJ 44(2) (June 1991), 123-45.

 

J. Vigdor, “Other People’s Taxes: Nonresident Voters and Statewide Limitation of Local Government,” forthcoming, Journal of Law and Economics.

http://trinity.aas.duke.edu/~jvigdor/mvnrtlfinal.pdf

 

J. von Hagen, "A Note on the Empirical Effectiveness of Formal Fiscal Restraints," JPubE 44 (March 1991), 199-210.

 

J. von Hagen and I. Harden, "Budget Processes and Commitment to Fiscal Discipline," European Economic Review (1995), 771-9.

 

2.4 Endogenous Borders

 

*Alesina and Spoalore, “On the Size and Number of Nations”, Quarterly Journal of Economics, 1997.

 

*Alesina, Baqir, and Hoxby, “Political Jurisdictions in Heterogenous Communities”, Quarterly Journal of Economics, 2003.

 

D. Brasington, “Joint Provision of Public Goods: The Consolidation of School Districts”, Journal of Public Economics, 1999.

 

 

3. Public Finance with Competing Jurisdictions

 

3.1 Jurisdictional Competition: Theory and Evidence

 

*A. Alesina, C. Hoxby, and R. Baqir, “Political Jurisdictions in Heterogeneous Communities,” JPE 112 (April 2004), 348-96.

 

T. Besley and A. Case, "Vote-seeking, Tax-setting, and Yardstick Competition," AER 85 (1995), 25-45.

 

J. Brueckner, "A Tiebout Tax-Competition Model," JPubE 77(2) (2000), 285-306.

 

D. Epple, R. Filimon, and T. Romer, “Equilibrium among Local Jurisdictions:  Towards an Integrated Treatment of Voting and Residential Choice,” JPubE 24, 281-308.

 

D. Epple, T. Romer, and H. Sieg, "The Tiebout Hypothesis and Majority Rule: An Empirical Analysis," NBER Working Paper 6977 (1999).

 

D. Epple and H. Sieg, “Estimating Equilibrium Models of Local Jurisdictions," JPE 107 (August 1999), 645-681.

 

D. Epple and A. Zelenitz, "The Implications of Competition Among Jurisdictions: Does Tiebout Need Politics?," JPE 89 (1981), 1197-1217.

 

*Farnham, M. and P. Sevak, “State Fiscal Institutions and Empty-Nest Migration:  Are Tiebout Voters Hobbled?”, Journal of Public Economics 90(3), 2006, 407-427.

 

D. Figlio V. Kolpin, and W. Reid, "Do States Play Welfare Games," Journal of Urban Economics 46(3) (1999), 437-54.

 

T. Goodspeed, "Local Income Taxation: An Externality, Pigouvian Solution, and Public Policies," Regional Science and Urban Economics 26 (1995), 279-296.

 

B. Hamilton, "Zoning and Property Taxation in a System of Local Governments," Urban Studies 12(2) (1975): 205-11.

 

*C. Hoxby, "Does Competition Between Public Schools Benefit Students and Taxpayers?," AER 90(5) (2000), 1209-38.

 

W. Hoyt, "Competitive Jurisdictions, Congestion, and the Henry George Theorem," Regional Science and Urban Economics 21(3) (1991), 351-70.

 

R. Inman and D. Rubinfeld, "The Political Economy of Federalism," in D. Mueller, ed., Perspective on Public Choice: A Handbook (New York: Cambridge University Press, 1997), 73-105.

 

D. Kenyon, "Theories of Interjurisdictional Competition, " New England Economic Review 0(0) (March-April 1997), 13-28.

 

K. Kollman, J. Miller, and G. Kramer, "Political Institutions and Sorting in a Tiebout Model," AER 87 (1997), 977-92.

 

H. Konishi, "Voting with Ballot and Feet: Existence of Equilibrium in a Local Public Good Economy," Journal of Economic Theory 68 (1996), 480-509.

 

T. Nechyba, "Existence of Equilibrium and Stratification in Local and Hierarchical Tiebout Economies with Property Taxes and Voting," Economic Theory 10(1997), 277-304.

 

T. Nechyba, "Local Property and State Income Taxes: The Role of Interjurisdictional Competition and Collusion," JPE 105(2) (April 1997), 351-84.

 

W. Oates and R. Schwab, "Economic Competition Among Jurisdictions: Efficiency Enhancing or Distortion Inducing?," JPubE 35(3) (1988), 333-54.

 

S. Ross and J. Yinger, "Sorting and Voting: A Review of the Literature on Urban Public Finance," in P. Chesire and E. Mills, eds., Handbook of Regional and Urban Economics Volume 3 (New York: Elsevier Science, 1999).

 

*D. Rubinfeld, "Economics of the Local Public Sector," in A. Auerbach and M. Feldstein, eds., Handbook of Public Economics: Volume II (Amsterdam: North Holland, 1988), 571-645.

http://www.law.berkeley.edu/faculty/rubinfeldd/Profile/publications/Rubinfeld_06.09.04_pdfs/Handbook%20of%20Pub.Econ_VII.1987.pdf

 

*S. Scotchmer, “Local Public Goods and Clubs”, in A. Auerbach and M. Feldstein, eds., Handbook of Public Economics, Volume 4, 1997-2042.

http://socrates.berkeley.edu/~scotch/survey.pdf

 

J. Stiglitz, "The Theory of Local Public Goods," in M. Feldstein and R. Inman, eds., The Economics of Public Services (London: MacMillan, 1977), 274-333.

 

C. Strumpf, "A Historical Test of the Tiebout Hypothesis: Local Heterogeneity from 1850 to 1990," NBER Working Paper 7946 (October 2000).

 

C. Tiebout, "A Pure Theory of Local Expenditures," JPE (1956), 416-424.

 

M. Rauscher, "Interjurisdictional Competition and the Efficiency of the Public Sector: The Triumph of the Market Over the State?," Centre for Economic Policy Research Discussion Paper #1624, April 1997.

 

3.2 Intergovernmental Grants, Mandates, and Subsidies

 

M. Addonizio, "Intergovernmental Grants and the Demand for Local Education Expenditures," Public Finance Quarterly 19(2) (April 1991), 209-32.

 

K. Baicker, "Government Decision-making and the Incidence of Federal Mandates," JPubE 82 (2001):147-94.

 

*K. Baicker and D. Staiger, “Fiscal Shenanigans, Targeted Federal Health Care Funds, and Patient Mortality,” NBER Working Paper 10440, April 2004.

http://www.nber.org/papers/w10440.pdf

 

H. Chernick, "Fiscal Effects of Block Grants for the Needy: An Interpretation of the Evidence," International Tax and Public Finance 5 (1998), 205-33.

 

*J. B. Cullen, “The impact of fiscal incentives on student disability rates.”  2003.  Journal of Public Economics 87(7-8):1557-89.

 

D. Feenberg and J. Skinner, "Federal Medicare Transfers Across States: Winners and Losers," NTJ 53(3) (September 2000), 713-32.

 

M. Feldstein and G. Metcalf, "The Effect of Federal Tax Deductibility on State and Local Taxes and Spending," JPE 95(4) (1987), 710-36.

 

S. Gamkhar and W. Oates, "Asymmetries in the Response to Increases and Decreases in Intergovernmental Grants: Some Empirical Findings," NTJ 49(4) (December 1996), 501-12.

 

R. Moffitt, "The Econometrics of Piecewise-Linear Budget Constraints," Journal of Business and Economic Statistics 5(2) (1986), 243-8.

 

T. Romer, H. Rosenthal, and V. Munley, "Economic Incentives and Political Institutions: Spending and Voting in School Budget Referenda," JPubE 49 (1992), 1-34.

 

3.3 Property Tax Finance

 

J. Brueckner, "A Test for Allocative Efficiency in the Local Public Sector," JPubE 19 (December 1982), 311-331.

 

D. Figlio, "What’s in a Grade? School Report Cards and House Prices," NBER Working Paper 8019 (November 2000).

 

B. Hamilton, "Capitalization of Interjurisdictional Differences in Local Tax Prices," AER 66 (1976), 743-753.

 

P. Mieszkowski, "The Property Tax: An Excise Tax or a Profits Tax?," JPubE 1 (1972), 73-96.

 

P. Mieszkowski and G. Zodrow, "Taxation and the Tiebout Model," JEL 27 (1989), 1098-1146.

 

W. Oates, "The Effects of Property Taxes and Local Public Spending on Property Values: An Empirical Study of Tax Capitalization and the Tiebout Hypothesis," JPE 77(6) (1969), 957-71.

 

O. Palmon and B. Smith, "New Evidence on Property Tax Capitalization," JPE 106(5) (October 1998), 1099-1111.

 

K. Rosen, "The Impact of Proposition 13 on House Prices in Northern California: A Test of the Interjurisdictional Capitalization Hypothesis," JPE 90 (February 1982), 191-200.

 

J. Yinger, "Capitalization and the Theory of Local Public Finance," JPE 90 (October 1982), 917-43.

 

J. Yinger et al., "Property Taxes and House Values: The Theory and Estimation of Intrajurisdictional Property Tax Capitalization," in Studies in Urban Economics (San Diego: Harcourt Brace Jovanich Academic Press, 1988)

 

 

4. Public Expenditure Programs

 

4.1 Cost-Benefit Analysis

 

P. Diamond and J. Hausman, "Contingent Valuation: Is Some Number Better than No Number?," JEP 8 (Fall 1994), 45-64.

 

M. Feldstein, "The Inadequacy of Weighted Discount Rates," in R. Layard, Cost Benefit Analysis (Harmondsworth: Penguin, 1974), 311-332.

 

J. Graham and J. Vaupel, "Value of a Life: What Difference Does it Make?," Risk Analysis 1 (1981), 89-95.

 

W. Hanemann, "Willingness to Pay and Willingness to Accept: How Much Can They Differ?," AER 81 (June 1991), 635-647.

 

W. Hanemann, "Valuing the Environment through Contingent Valuation," JEP 8 (Fall 1994), 19-44.

 

R. Lind, "A Primer on the Major Issues Relating to the Discount Rate for Evaluating National Energy Options," in R.C. Lind, ed., Discounting for Time and Risk in Energy Policy (Washington: Resources for the Future, 1982), 21-114.

 

R. Mitchell and R. Carson, Using Surveys to Value Public Goods: The Contingent Valuation Method (Washington: Resources for the Future, 1989).

 

W. Oates, "Estimating the Demand for Public Goods: The Collective Choice and Contingent Valuation Approaches," in D. Bjornstad and J. Kahn, eds., The Contingent Valuation of Environmental Resources: Methodological Issues and Research Needs (Cheltenham, UK: Elgar,1996).

 

R. Pindyck, "Irreversibility, Uncertainty, and Investment," JEL 29 (September 1991), 1110-1148.

 

P. Portney, "The Contingent Valuation Debate: Why Economists Should Care," JEP 8 (Fall 1994), 3-18.

 

4.2 Defense and Infrastructure Spending

 

D. Aschauer, "Is Public Expenditure Productive?," Journal of Monetary Economics 23 (1989), 177-200.

 

J. Fernald, "Roads to prosperity?  Assessing the Link Between Public Capital and Productivity," AER 89(3) (1999), 619-38.

 

J. Laffont, "Toward a Normative Theory of Incentive Contracts Between Government and Private Firms," Economic Journal 97 (1987 Supp.), 17-32.

 

W. Rogerson, "Profit Regulation of Defense Contractors and Prizes for Innovation," JPE 97 (1989), 1284-1305.

 

4.3 Public Involvement in Primary and Secondary Education

 

D. Acemoglu and J. Angrist, "How Large are Human Capital Externalities? Evidence from Compulsory Schooling Laws," MIT Department of Economics Working Paper (October 1999).

 

J. Angrist, E. Bettinger, et al., "Vouchers for Private Schooling in Columbia: Evidence from a Randomized Natural Experiment," NBER Working Paper 8343 (June 2001).

 

J. Angrist and A. Krueger, "Does Compulsory School Attendance Affect Schooling and Earnings?," QJE 106 (November 1991), 979-1014.

 

J. Angrist and V. Lavy, "Using Maimonides' Rule to Estimate the Effect of Class Size on Scholastic Achievement," QJE 114(2) (1999), 533-75.

 

R. Benabou, "Education, Poverty, and Growth: The Local Connection," Economic and Financial Review 1(4) (1994), 247-48.

 

R. Benabou, "Tax and Education Policy in a Heterogeneous Agent Economy," NBER Working Paper 7132 (May 1999).

 

E. Bettinger, "The Effect of Charter Schools and Educational Vouchers on Student Outcomes," MIT Ph.D. (2000).

 

J. Betts, "Does School Quality Matter? Evidence from the NLSY," REStat 77(2) (1995), 231-50.

 

J. Betts and J. Grogger, "The Impact of Grading Standards on Student Achievement, Educational Attainment, and Entry-level Earnings," NBER Working Paper 7875 (September 2000).

 

R. Boadway, N. Marceau, and M. Marchand, "Issues in Decentralizing the Provision of Education," International Tax and Public Finance 3(3) (1996), 311-27.

 

G. Burtless, ed., Does Money Matter? The Effect of School Resources on Student Achievement and Adult Success (Washington, D.C.: Brookings Institution, 1996).

 

D. Card and A. Krueger, "Does School Quality Matter? Returns to Education and the Characteristics of Public Schools in the United States," JPE 100 (February 1992), 1-40.

 

D. Card and A. Krueger, "School Resources and Student Outcomes: An Overview of the Literature and New Evidence form North and South Carolina," JEP 10 (Fall 1996), 31-50.

 

E. Cohn, ed., Market Approaches to Education: Vouchers and School Choice (New York: Elsevier, 1997).

 

P. Courant, E. Gramlich, and S. Loeb, "Michigan’s Recent School Finance Reform: A Preliminary Report," AER 88 (March 1998), 33-62.

 

J. Cullen, S. Levitt, and B. Jacob, "The Impact of School Choice on Student Outcomes: An Analysis of the Chicago Public Schools," NBER Working Paper 7888 (September 2000).

 

T. Downes, "Evaluating the Impact of School Finance Reform on the Provision of Public Education: The California Case," NTJ 45 (December 1992), 405-420.

 

T. Downes and D. Schoeman, "School Finance Reform and Private School Enrollment: Evidence from California," Journal of Urban Economics 43(3) (May 1998), 418-43.

 

D. Epple and R. Romano, "Competition Between Private and Public Schools, Vouchers, and Peer-Group Effects," AER 88(1) (March 1998), 33-62.

 

W. Evans, S. Murray, and R. Schwab, "Schoolhouses, Courthouses, and Statehouses after Serrano," Journal of Policy Analysis and Management 16(1) (1997), 10-31.

 

M. Feldstein, "Wealth Neutrality and Local Public Choice in Education," AER 65 (March 1975), 75-89.

 

*R. Fernandez and R. Rogerson, "Equity and Resources:  An Analysis of Education Finance Systems," JPE 111(4) (2003), 858-97.

http://ideas.repec.org/a/ucp/jpolec/v111y2003i4p858-897.html

 

R. Fernandez and R. Rogerson, "Income Distribution, Communities, and the Quality of Public Education," QJE 111 (1996), 135-64.

 

R. Fernandez and R. Rogerson, "On the Political Economy of Education Subsidies," REStud 62 (1995), 249-262.

 

R. Fernandez and R. Rogerson, "Public Education and Income Distribution: A Dynamic Quantitative Evaluation of School-Finance Reform," AER 88(4) (1998), 813-33.

 

W. Fischel, "Did Serrano Cause Proposition 13?," NTJ 42 (December 1989), 465-473.

 

M. Friedman, Capitalism and Freedom (Chicago: University of Chicago Press, 1982), Chapter 6.

 

*E. Hanushek, "The Economics of Schooling: Production and Efficiency in Public Schools," JEL 24 (1986), 1141-77.

 

E. Hanushek, "Measuring Investment in Education," JEP 10 (Fall 1996), 9-30.

 

E. Hanushek, "Expenditures, Efficiency, and Equity in Education: The Federal Government's Role," AER 79 (May 1989), 46-51.

 

E. Hanushek and S. Rivkin, "Understanding the 20th Century Growth in U.S. School Spending," JHR 32(1) (1997), 35-68.

 

C. Hoxby, "Would School Choice Change the Teaching Profession," NBER Working Paper 7866 (August 2000).

 

C. Hoxby, "The Effects of Class Size on Student Achievement: New Evidence from Population Variation," QJE 115(4) (2000), 1239-85.

 

C. Hoxby, "Are Efficiency and Equity Substitutes or Complements?," JEP 10 (Fall 1996), 51-72.

 

*C. Hoxby, "All School Finance Equalizations are Not Created Equal," QJE 116(4) (November 2001), 1189-1231.

http://www.jstor.org/stable/2696457

 

*B. Jacob, “Accountability, Incentives, and Behavior:  The Impact of High-Stakes Testing in the Chicago Public Schools,” forthcoming JPubE (2004).

http://ksghome.harvard.edu/~bjacob/highstakes16.pdf

 

H. Ladd and S. Murray, "Intergenerational Conflict Reconsidered: County Demographic Structure and the Demand for Public Education," Economics of Education Review 20(4) (2001), 343-57.

 

H. Ladd and E. Fiske, "The Uneven Playing Field of School Choice: Evidence from New Zealand," Journal of Policy Analysis and Management 20(1) (2001), 43-63.

 

H. Ladd, ed., Holding Schools Accountable: Performance-based Reform in Education (Washington, D.C.: Brookings Institution, 1996).

 

S. Loeb, "Estimating the Effects of School Finance Reform: A Framework for a Federalist System," JPubE 80 (2001), 225-47.

 

S. Loeb and J. Bound, "The Effect of Measure School Inputs on Academic Achievement: Evidence from 1920s, 1930s, and 1940s Birth Cohorts," REStat 78(4) (1996), 653-64.

 

E. Moretti, "Estimating the Social Return to Education: Evidence from Repeated Cross-Sectional and Longitudinal Data," University of California, Berkeley, The Center for Labor Economics Working Paper 22 (October 1999).

 

S. Murray, W. Evans, and R. Schwab, "Education Finance Reform and the Distribution of Education Resources," AER 88(4) (1998), 789-812.

 

R. Murnane et al., Who Will Teach? Policies That Matter (Harvard University Press, 1992).

 

T. Nechyba, "Mobility, Targeting, and Private School Vouchers," AER 90(1) (2000), 130-46 (earlier version NBER WP 7239 July 1999).

 

T. Nechyba, "Public School Finance in a General Equilibrium Tiebout World," NBER Working Paper 5642.

 

J. Poterba, "Government Interventions in the Markets for Education and Health Care: Why and How," in V. Fuchs, ed., Individual and Social Responsibility (Chicago: University of Chicago Press, 1995), 277-304.

 

J. Poterba, "Demographic Structure and the Political Economy of Public Education," Journal of Policy Analysis and Management 16 (January 1997), 48-66.

 

C. Rouse, "Private School Vouchers and Student Achievement: An Evaluation of the Milwaukee Parental Choice Program," QJE 113(2) (May 1998), 553-602.

 

R. Somanathan, "School Heterogeneity, Human Capital Accumulation, and Standards," JPubE 67(3) (1998), 369-97.

 

J. Sonstelie, "The Welfare Cost of Free Public Schools," JPE 90 (August 1982), 794-808.

 

B. Wolfe and S. Zuvekas, "Nonmarket Outcomes of Schooling," Institute for Research on Poverty Discussion Paper 1065-95, May 1995.

 

4.4 Public Involvement in Higher Education

 

A. Dick and A. Edlin, "The Implicit Taxes from College Financial Aid," JPubE 65(3) (1997), 295-322.

 

*S. Dynarski, “The Behavioral and Distributional Implications of Aid for College,” AER 92(2) (May 2002), 279-285.

 

*S. Dynarski, "Hope for Whom? Financial Aid for the Middle Class and Its Impact on College Attendance," NTJ 53(3) (2000), 629-61.

 

A. Edlin, "Is College Aid Equitable and Efficient," JEP 7 (Spring 1993), 143-158.

 

M. Feldstein, "College Scholarship Rules and Private Saving," AER 85 (June 1995), 552-566.

 

P. Ganderton, "The Effect of Subsidies in Kind on the Choice of a College," JPubE 48 (August 1992), 269-292.

 

R. Garratt and J. Marshall, "Public Finance of Private Goods: The Case of College Education," JPE 102 (June 1994), 566-582.

               

T. Kane, "Saving Incentives for Higher Education," NTJ 51(3) (1998), 609-20.

 

T. Kane, "Rising Public College Tuition and College Entry: How Well Do Public Subsidies Promote Access to College?," NBER Working Paper 5164, 1995.

 

T. Kane and C. Rouse, "Labor Market Returns to Two and Four Year College," AER 85(3) (1995), 600-614.

 

M. McPherson and M. Shapiro, "Does Student Aid Affect College Enrollment? New Evidence on a Persistent Controversy," AER 81 (March 1991), 309-318.

 

*S. Peltzman, "The Effect of Government Subsidies-in-Kind on Private Expenditures: The Case of Higher Education," JPE 81 (1973), 1-27.