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Search for phrase: "operating surplus"
Paweł Swianiewicz, Julita Łukomska
Debates on the impact the size of sub-national jurisdiction has on the costs of public service delivery have a very long tradition, but in spite of multiple empirical studies, results are still far from conclusive. Methodologically rigid studies of the relationship, based on data from Poland, have been so far very rare and the paper tries to contribute to filling the gap in our knowledge. The authors apply a quasi-experimental scheme of synthetic control method for Polish county and municipal fragmentation to analyze the impact of territorial reform on administrative spending as well as on the operating surplus of the budget. The analysis clearly confirms the existence of the economy of scale in administrative services. The result concerning operating surplus is less clear. There are signs of scale economies on a county level, but the results for municipalities are more ambiguous – there are unexpected signs of positive impacts of fragmentation (diseconomy of scale) occurring after a transitional period related to the high transaction costs of the reform. The difference between the results for counties and municipalities may be interpreted as a result of: (1) the larger financial autonomy of Polish municipalities; (2) the different scope of services delivered by both tiers; (3) the fact that municipalities are more embedded in local communities, allowing them to utilize potential benefits of small scale, as suggested by public choice theory.
Krzysztof Kluza, Ryta Dziemianowicz

As a consequence of the global financial crisis which began in 2008, the amount of debt of the local government sector in OECD countries has remarkably increased. In Poland, the debt of local governments has started to fall gradually after reaching its peak in nominal terms in 2014. In this article, we examine how the ability of local governments to repay their debts changed over the 2007-2016 period. The analysis reveals that, despite their considerable nominal indebtedness, local governments had already returned to a strong debt repayment capacity at the end of 2016, observed formerly at the end of 2009. However, at the end of 2016, one in eight local governments had become overindebted in terms of their repayment capacity, despite the rigorous statutory debt limits imposed in Poland. The most worrying situation is in towns with county rights: in 33% of these entities, the debt repayment period is estimated at longer than 15 years. This category represents 33% of Poland’s population, and therefore it is of a systemic importance.

Karolina Borońska-Hryniewiecka
Regional and local authorities today face a twofold challenge of delivering locally responsive policies in accordance with EU development goals. For this reason they need to align their development strategies with European guidelines. This paper determines the drivers and hindering factors behind the effective involvement of local and regional authorities in drafting and implementing EU policies with territorial impact. It evaluates several examples of multi-level governance operating in the institutional context of the EU and identifies its most important weaknesses such as lack of regional administrative capacities; insufficient Europeanization of subnational elites and inadequate communication between EU, national and regional levels.
Dariusz Reśko
The aim of this article is to analyse trans-border entrepreneurial cooperation in selected territorial units of the Polish-Slovakian border. The authors estimated the number of enterprises operating on both sides of the Polish-Slovakian border and described the branches which are represented by these firms. They also presented other examples of entrepreneurship in the analysed area.
Agnieszka Murawska

There are three Social Economy Support Centres (OWES) operating in the Łódzkie region. The basic role of such centres is to provide advisory services to the existing social economy entities and train people interested in setting up a social enterprise. The aim of the article is to present the activities of social economy support centres aimed at supporting social enterprises and promoting the development of social economy in the Łódzkie region. Evaluation of their activities and conclusions from this analysis may be of practical importance for the development of social economy. The research material is based on the desk research for the projects: “OWES – support to social economy”, “Social Economy Support Centre in Łódź”, “Social Economy Support Centres KLUCZ”, “OWES – development of social economy” implemented in 2016–2017, research of the Regional Centre for Social Assistance in Łódź and CATI interviews conducted with coordinators of social economy support centres operating in the Łódzkie region.

Janina Kotlińska, Anna Mizak, Anna Krawczyk-Sawicka

The aim of the study is to examine the relationship between the socioeconomic potential and the financial condition of regions (voivodeships) in Poland. The authors hypothesise that there is a linear relationship between the potential of regions, manifested by the wealth and economic activity of people living and entities operating in their area, and the income potential of these local government units, and thus their ability to meet the needs of the local government community. For the purposes of the analysis, eleven measures were selected from four areas, reflecting the social and economic potential of the regions, and seven measures of financial condition, reflecting the structure of their budget income and expenditure, as well as their selected values on a per capita basis. In connection with the above, the study used descriptive statistics methods, linear correlation r-Pearson, and the method of standardised sums (Perkal index) in order to typologise the studied entities.

Janina Kotlińska

Since the very beginning of their establishment, municipalities, counties and regions (voivodeships) have been struggling with financial problems. Unfortunately, these problems affect the performance of the tasks assigned to these administrative units, including the standard of provided services and investment activities. Although extensive, the scale of the unsatisfied needs in LGUs varies between individual units, including municipalities. Thus, the positive financial results (the balance at the closure of the fiscal year) achieved by local government units in Poland in the recent years, as well as their future, offer an intriguing topic of research. The purpose of this paper is to identify the causes that: 1) underpin the re-evaluation of the LGU goals (from the implementation of the local government mission to achieving a budget surplus), and 2) allow the positive result of the LGU budget to finance goals other than investment-related ones. In order to achieve this, the study covers and illustrates, using the empirical data from the years 2007-2016, the types of possible LGU budget results, LGU activities that could contribute to the closure to LGU budgets with a positive result, directions of using budget surpluses and the so-called uncommitted funds, as well as local governments’ debt in terms of the intergenerational solidarity concept of its repayment and its perceived optimal structure.

Marek Furmankiewicz
The article analyzes decision-making councils of Local Action Groups operating in Axis 4 LEADER Rural Development Programme in three Polish regions which were described in the literature as differing significantly in terms of their historical and cultural backgrounds. According to the concept of governance, implemented in programmes such as LEADER, the influence of representatives of various sectors of the economy on local decisions should be balanced and, in accordance with the rules of the support programme, no more than 50% of council members should represent the public sector. This provision, included in formal documents of Local Action Groups, is designed to ensure that non-public sectors do have some impact on council decisions. However, in the three studied regions, the real participation of mayors, officials and executives of the public sector was from 15 to 21% higher than in the official data, and in about one-third of the surveyed organizations it exceeded 50%, which gave the public sector representatives the dominant role in decision-making and selection of eligible projects. This practice was very similar in the studied regions, and is discussed in the context of the concept of governance, as an example of tokenism.
Sabina Baraniewicz-Kotasińska, Donata Adler

The paper discusses the subject of intersectoral cooperation in sustainable development projects in order to identify social value created by the cooperating partners. There were several questions posed to find out what kind of social value is created in sustainable development projects undertaken by stakeholders from different sectors, and what is the role of such intersectoral cooperation in the process of creating social value. The empirical part of the work presents case studies from selected projects. As the results demonstrate, the use of mutual potentials allows for a more effective creation and use of value by a wider circle of stakeholders. A higher quality of services is achieved and, what is more, a wider range of social value is created. Social value in the local cooperation model is universal in terms of implementation, creation and use for various crosssectoral sustainable development projects.

Joanna Wiśniewska
The aim of the paper is to analyze the processes of localization and globalization of small and medium-sized enterprises (SMEs) in rural areas in Wielkopolska. The author discusses the problem of rural economy as the place of localization of internationalized and globally active enterprises. First, she analyzes the potential factors of enterprises’ localization in the condition of open economy. Then, she focuses on shares of foreign capital and foreign exchange of enterprises operating in urban and non-urban environments and in agricultural and non-agricultural areas. The author analyzes the data reported in the years 2008?2011 by the Polish Statistical Office GUS concerning entities with foreign capital and firms with capital abroad. She shows that the pace and advancement of the globalization processes in the investigated enterprises differ according to the level of urbanization and the economic structure of different localizations. The results show that globalization leads to polarization of the development of regional and local economy.
Paweł Swianiewicz
The article discusses the results of empirical research conducted in ca 50 municipalities located in four Polish regions. The authors conduct desk research of official documents, questionnaires and in-depth interviews with local government staff and politicians, and present differences and similarities in opinions on various Operational Programmes. The article discusses all stages of applying for EU grants: from selection of an Operational Porgramme to the final decision of the Managing Authority on the list of selected projects. It refers to issues arising from formal procedures, the passionate character of the competition for funds in individual Operating Programmes, as well as informal mechanisms of influence on the outcome of the selection processes. Unlike earlier research, the article discusses the changes in the Programmes implemented within the 2004-2006 and 2007-2013 perspectives.
Anna Tobolska
Branches of international corporations are a significant element of the economic structure of towns and regions, and depending on the degree of their integration with (‘embeddedness’ in) the regional and local economic milieux, they can play an important role in their development. The location of a branch of an international corporation has a multitude of effects in a variety of spheres: economic, social, spatial, and environmental. The effects in the social sphere include the formation of attitudes of the residents towards the investor, which takes place on the basis of the knowledge about the investor and his/her image, and then gives rise to some forms of behaviour towards him. This paper compares the attitudes towards foreign investors of the residents of a big city and a small rural commune. The analysis is based on a survey research carried out among the inhabitants of Poznan city and the commune of Zbaszynek. The attitudes examined in the first case were those towards a branch of the international corporation EXIDE Technologies, which has been operating in the city since 1995, and in the other case, the attitudes towards a branch of the Swedwood corporation, present in the commune since 1999.