The article examines the evolution of functions of evaluation systems. It is based on the comparison of evaluation studies conducted in eight evaluation systems in the Polish regional administration in two periods: 2007–13 and 2014–20. The findings are to some extent contradictory to the expectations formed on the basis of the existing literature of the subject. Although the analysed systems were established in response to external pressures, they support accountability as well as learning. These systems do not focus on procedural issues only, and generation of strategic knowledge increases over time. Numerous regulations imposed on the analysed systems suggest, however, that the use of evaluation in the analysed systems may be symbolic in nature.
The article shows how the Four Capitals Model was applied to evaluate the region development strategy document and its implementation in terms of sustainable development. Firstly, it defines these types of capitals that could be used to analyse the sustainability of regional development. Then the authors describe the results of the exercise carried out together with representatives of the regional authorities, intended to assess the impact of the strategy implementation in the context of the four capitals. The results were confronted with the opinions of local governments and SME owners. This helped to identify the weaknesses of the strategy and potential trade-offs between different types of capital. Finally, the recommendations related to the updating of the strategy were formulated.
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.
The aim of the paper is to define and evaluate the level of local socio-economic development of largest cities in Poland, as well as the differences and disproportions which appeared between them in the years 2010-2012. The subject of the research were 30 cities in Poland whose population exceeded 120 thousand. These cities fulfil key roles in the country. A literature review and an empirical analysis were used as the base for this work. The data from the Local Data Bank (by CSO) were analyzed with the use of one of the taxonomic methods – the Hellwig development pattern method. Originally, 67 diagnostic variables were examined which, after verification, were cut down to 42 variables. Five groups of variables were distinguished: demographic figures, quality and availability of cultural and educational services, labour and social security conditions, housing conditions, and economic potential. Statistical description of the cities was prepared for all the groups of variables. The differences and disproportions between the cities were revealed. After reduction, 21 variables were used. Four groups of cities representing different levels of local development were distinguished. The results of the research allow for a comparative assessment of each city with reference to its characteristics. The research results showed substantial differences and disproportions in the level of local socio-economic development of the surveyed cities. The used method proved to be an adequate tool for local development analysis. The synthetic measures and indexes proved to be a useful tool of city management.
The local government plays a huge role in supporting local development. In this paper, the authors present the results of conducted research concerning the impact of selected aspects of financial policy of the local government units on their development on the example of cities affiliated with the Union of Polish Metropolises. Therefore, firstly, they construct a synthetic indicator of local development and use it to assess the relative development of the analyzed cities. Then, they measure the relationship between the level of the cities’ relative development in the years 2007?2012 and the values of major categories of the units’ financial management in those years (per capita), in particular the amount of their debt, total and investment expenses, and expenditures on individual groups of local government tasks.
The aim of the work is presenting strong points and chances of creative industries in Wroclaw based on which the city could build its position in the country. The analysis was prepared based on statistical data, literature and information from representatives of Wroclaw’ cultural circles. Conclusions were aggregated in the last part of the article using the SWOT analysis. Some
of them are presented below:
• There are not big publishers in Wroclaw, which could be competitive with the most important ones in the country;
• The film industry in Wroclaw has been moving to the new phase of development after a long inertia;
• The music industry focuses on classical music;
• There is the same threat for radio and television: concentration of the most important television stations in Warsaw, and in the case of radio stations – in Warsaw and Kraków;
• The position of entities preserving national heritage has improved over the last years.
The problem of centralization and decentralization is very interesting and important in management science, political science, sociology, political economy, economics and regional sciences. The discussion over the centralization versus decentralization is a never-ending one. It is an age-old battle of standardization versus autonomy, corporate efficiency versus local effectiveness and pressure on costs and resources versus accommodation of specific local needs. The advantages of each model are, in essence, the disadvantages of the other. Decisions to decentralize or centralize must be derived from a careful cost–benefit analysis. The debate over whether to centralize or decentralize is not so much over which type of strategy is more effective but the degree to which each strategy is used in combination with one another.
The paper critically discusses several widespread views about regional development and how it can be stimulated by regional policy. It is argued that in the current development paradigm it is neither possible nor expedient to achieve regional convergence, which in effect would lead to a deep change in understanding the very assumptions of the EU Cohesion policy. It is indicated that external stimuli do not lead to an accelerated growth in lagging regions, which is especially true in the case of infrastructural projects, especially those which are related to incidental events, like expositions or sports championships. One of the most broadly used models for an ex ante evaluation – the HERMIN model – is also discussed.
Neither the history nor the theory of economics indicates unambiguously the sources of high yet stable economic growth. The aim of this paper is a thorough assessment of various growth determinants in German Bundesländer in the years 1991-2009 in terms of both current levels and recent developments. In order to evaluate the economic growth potential the summary index (SG) encompassing various dimensions of economy has been constructed and carefully calculated. Such an approach gives a holistic and comprehensive view on economic growth factors, encompassing business and political dimensions prevailing in the media and a scientific approach drawing on a specific methodology. Our results confirm to some extent earlier studies pointing to existing West-East discrepancies in Germany. However, one must not ignore achievements of the new Bundesländer as measured by positive time developments. Conceptual framework put forward shall be seen as scaffolding, at the same time synthesizing and differentiating various growth determinants, a possible “navigation tool” for other case studies.
The article presents possibilities of adapting the impact evaluation methodology to the evaluation of public intervention in road infrastructure. In the first part of the article the authors present the principles of the impact evaluation methodology, which serves to evaluate real effects of an intervention, as well as examples of evaluation projects prepared with the use of this method. The authors present their own empiric study, which was the first application of the methodology in the road infrastructure sector. The article concludes with a critical analysis of the method, especially concerning its reliability and potential usefulness in road infrastructure.
Postindustrial agglomerations struggling with image deficits and environmental problems are looking for new development paths to take. One of these paths can bring about the development of business tourism, including the industry of the organisation of meetings and events. The unique and attractive character of the place can favour taking such a direction. The business tourism sector can therefore become an instrument contributing to the sustainable metropolisation of the city by building up its position in the global network of flows. The development of the meetings and events sector allows, therefore, for a change of image, for a re-evaluation of endogenous resources, including those relating to the industrial past, and for tapping into the unlimited resources of the global network. Increased attention in this network may lead to an influx of more events, and of investors as well. Replacing heavy industry with an enlarged service sector and modern industry based on flexible and innovative small and medium-sized enterprises fosters sustainable development. The meetings and events industry can become a tool for sustainable development and the promotion of its ideas, related to the UN Sustainable Development Goals (SDGs). The trajectory outlined above seems very promising. However, to some extent, it is just a hypothesis. The author undertakes to test it on the example of Katowice, a former industrial city which has decided to follow the route outlined above to become a city that hosts many events, including the COP24 summit in 2018. In the article, the author presents empirical research studies whose authors tried to determine whether the path the city has chosen has a real impact on its image and development. The author also deals with the question of the sustainability of such a development path and the conditions for its self-support in the context of the COVID-19 pandemic crisis.
The absorption the European Union structural aid, available in 2007–2013 period, provides Poland the opportunity of fast development and improvement of life quality. A regional policy that will effectively use the structural funds may contribute to the improvement of infrastructure, development of entrepreneurship and restructuring of rural areas. The issue of absorption ability has to be considered with particular attention. This study – on the basis of experiences in implementing the Integrated Regional Operational Programme – points out some threats and bottlenecks limiting the potential absorption of funds. The barriers have been identified using the questionnaire based research on the experiences of local governments in the swietokrzyskie region.
The article presents 4 capital model as an evaluation method of the region development strategy implementation as well as strategy document analysis. The introduction provides definition of these types of capitals that might be adapted to analysis of sustainable development. Than the authors describes a result of exercise conducted together with representatives of self-government authorities consists of impact assessment of the strategy implementation in the context of selected forms of capital. The results were confronted with opinions of local self-governments authorities as well as small and medium size enterprises. These breakdown enabled authors to indicate weakness of the strategy and potentials trade-offs between different types of capital. As the final result recommendations regarding the updating processes of the strategy were formulated.
The paper is an attempt to answer few questions, which are of crucial importance for the assessment of local government financing in Poland. The main focus of the paper is on inter-governmental financial transfers. What are goals and principles of inter-governmental grants in the theory of fiscal federalism? How these principles are applied in European countries? How the practice of local finance in Poland is related to these principles and to international experience? The first section deals with theoretical issues of grants` transfers and equalization schemes. The second part includes a brief description of grant systems in selected European countries. The third section concentrates on the evaluation of the Polish practice, and includes recommendation fo future changes. However, the paper skips a detail description of the Polish grant system (which is well-known and described in Polish academic literature).
The aim of the following article is to review the literature on financial evaluation of local governments and to emphasise the need of creating new methods of evaluation in this sector. The author makes references to the indicators applied by the financial institutions to business sector and points out the possibilities of adapting those experiences in assessing local governments.
The paper presents an analysis of usability of regional operational programmes 2007?2013 (ROP) evaluations. The elements of usability under study are: quality, relevance, and credibility of the evaluation assumptions. The study consists in desk research of a representative sample (n = 71) of the evaluation reports completed between 2008 and 2012. The results show that many reports do not contain important recommendations and do not answer key research questions. In most cases, the evaluations fail to supply an answer on the impact of ROP on the socio-economic development of regions. The limited usefulness of evaluation reports leads to conclusions about negative trends in the development of the ROP evaluation system, which is focused on providing simple information, reports production, and does not respond to actual demand for knowledge.
In recent years, the largest Polish cities have experienced intensive suburbanization processes. People migrate to suburban communes and hitherto undeveloped areas change their function towards single- or multi-family residential neighbourhoods. Spontaneous and dispersed suburbanization processes (urban sprawl) have many negative consequences that might become a serious problem, not only for the inhabitants but also for the local authorities in the suburban areas. The article presents the results of the evaluation of the role of Cohesion Policy projects in counteracting negative effects of suburbanization processes in potential suburban zones of the largest Polish cities. The results of the evaluation indicate that in suburban areas there is a major focus on meeting the current needs of residents, whereas strategic prevention of negative effects of suburbanization processes is neglected.
The ongoing COVID-19 pandemic has created unprecedented challenges. Comparing pre-pandemic and pandemic experiences led to the re-evaluation of the role of festivities and their associated traditions. Through semi-structured interviews, people’s perceptions of festivities during the two-year-long period of repetitive social restrictions were investigated in Latvia (Latgale region). Data analysis revealed that the quality of festivities related to otherworldliness decreased. Celebration as a powerful practice for developing a sense of togetherness and experiencing collective joy was commonly acknowledged. Festivities were primarily perceived as a tool of socialization and collective identification, as well as an opportunity for entertainment and creative expression.
The article is devoted to a critical discussion of several widely accepted principles of regional development and regional policies. It is argued that the in the current development paradigm it is impossible to achieve regional convergence, which should lead to a deep change in understanding the very assumptions of the Cohesion policy of the EU. It is indicated that external impulses do not lead to an accelerated growth in lagging regions, which is especially true in the case of infrastructural projects, especially those which are related to incidental events, like expositions or sport championships. One of the most broadly used model for an ex ante evaluation – the HERMIN model – is also discussed.
Education is a field which is not subject to unification in the European Union. Education systems in the EU countries differ, among others, in terms of: sources of funding, provision of basic education, participation in the education and training system, and functioning of higher education. The main aim of the present study is to compare education systems in EU Member States using statistical methods of linear ordering of objects. The study posits lower effectiveness of individual indicators that characterize education. It is focused on a synthetic evaluation of education in EU countries using Hellwig’s modelling method. This approach makes it possible to prepare a ranking and to determine the distance separating Poland from the best (model) education system.
The purpose of this paper is to analyze cities’ promotion and information policy regarding the development of economic activity. The study was carried out in the form of electronic audit and evaluation of the official websites of 306 cities in Poland. On this basis, promotion and information policy was assessed and its spatial diversity analyzed. The analysis revealed significant diversity of actual involvement of local self-governments in enhancing investment attractiveness of cities. It seems that in most cases such policy either does not exist at all, or is hardly implemented. The study also shows a lack of cohesion as well as temporariness of marketing activities undertaken.
The aim of the article was to characterise ESPON as a network-based international research programme and the evaluation of capacity of network analysis in studying scientific cooperation. Results of the study show that institutions involved in ESPON projects create a dense, closely interconnected network of cooperation. The network is dominated by a limited number of institutions, which are involved in large share of the projects and have the most expanded cooperation network. Spatial analysis proves, that there is significant lack of institutions from Central-Eastern Europe in the Programme. Network analysis allowed to identify the most efficient methods for improving the presence of Polish institutions in the ESPON Programme.
The purpose of this paper is to perform a cross-sectional ex-post evaluation of the impact of interventions carried out in the framework of EU Cohesion Policy on social cohesion of Polish cities. Social cohesion has been understood as the ability of modern society to ensure long-term prosperity for all its members, including the provision of equal access to resources, respect for human dignity and diversity, personal and collective autonomy and responsible participation. The study shows a concentration of resources in large system projects, and the greatest progress is seen in the case of education, labour market access for women and availability of medical services. A relatively slower improvement can be observed in programmes concerning social exclusion, supporting disabled people, and culture.
Financial independence is considered to be a crucial instrument of self-governance. This issue is treated in a dynamic and structural approach. The aim of the research was the evaluation of the level of changes in local government units` financial independence. The highest level of independence is found in the cities with poviat rights, whereas the lowest is found in self-governing voivodeships and in poviats. In the communes, the level is average, but there are big differences between them in this aspect. The urban communes and those situated near big cities have a much higher level of financial independence than rural communes, situated far away from major cities.
The paper analyses the Irish way of implementation of the structural assistance from the European Social Fund within a context of Ireland`s development strategy. Identification of the factors influencing considerable efficiency and effectiveness of Ireland`s performance is the article`s main focus. The paper begins with a review of the Irish labour market situation and, responding to it, human capital development policy of 1990s. Then, implementation and evaluation of the measures supported by the ESF within a programming period 1994-1999 are examined in detail. Finally, some conclusions and recommendations from the Irish case for Poland are outlined.
The aim of the research was the evaluation of the regional disparities in the economic efficiency of private companies in Poland. An attempt to answer the following question was taken: Do the regional disparities in the economic efficiency of private companies in Poland are increasing or decreasing? On the basis of the research results one can obtain some important conclusions. Regional disparities in the economic efficiency of private companies in Poland during years 1999-2008 have slightly decreased, and still remain at the average level. It was caused by the different dynamics of economic processes occurring in voivodships and also by the processes of the internal convergence and divergence of voivodships.
The study contains a review of websites of local governments in Podlaskie voivodship. The authors address the problem of demand for internet services, provide the inventory of available websites and evaluate the importance of this form of communication. The popularity of Internet services is clearly growing, especially with respect to interactive solutions, saving time and money of citizens. The quality of website’s contents is also a strong determinant of it’s success.
The article describes the important problem of increasing regional competitiveness through the international (interregional and cross-border) cooperation. Activities supporting the competitiveness of companies and whole regions are described in the article using the examples of transregional projects carried out by different partners dealing with logistics. The first project ECO4LOG carried out in the framework of interregional cooperation programme INTERREG III C promotes the usage of the intermodal infrastructure located in the transport corridor along Polish and German border and further through Austria, Hungary and Slovenia to the Adriatic sea. One of the main tasks of this project is the improvement of cross-border cooperation in goods transport among bodies which are interested in such cooperation (also public authorities). Another important target of ECO4LOG is the increase of effectiveness of the existing transport network through the improvement of information flows. The second project has the acronym CORELOG and is carried out in the framework of INTERREG III B CADSES. Its target is the development of logistics solutions favourable for enterprises, logistics operators and the whole region – propagating co-ordination of activities of different organisations, feasibility studies of developed co-operation models. Analysis and evaluation of the most important factors influencing the strategies of supply chain management and evaluation of activities carried out by administrations (of the national, regional and local level) affecting transport development and economic growth in the region will provide background for the implementation phase. Several pilot actions will test the ideas for coordinated regional logistics development.
This article investigates the theoretical background (definition, function, types) as well as practice of evaluation activities in the European Union. The analysis has been led on three levels. The first one is the evaluation use by national administration for the purposes of national public programmes. Second level is the use of evaluation within the EU Institutions (namely European Commission). The last one, is the evaluation of European interventions at the country level. Accent has been put on this last level (the most developed one) that is the practice of structural funds. Author also concludes that despite the evaluation boom in Europe (that has taken place due to the requirements of EU regional policy), the real evaluation utilization and impact on the EU management are poorly recognized. There is a significant gap between number and scale of performed evaluations and the scientific attempts to recognize the real effects and the real utility of evaluation in improving the management of EU programmes and policies.
This study is devoted to the evaluation of tourist traffic and factors differentiating it between the voivodeships of Poland and the counties of the Podlaskie Voivodeship. Within the country, factors related to the general economic development of a specific region play a more and more significant role in differentiating the tourist traffic. In the Podlaskie Voivodeship, however, there are continuously the natural values which are the main attraction for visiting tourists.
The aim of the research was to evaluate disproportions in Polish local governments’ income and their connection with the level of economic development of voivodeships. The basis of this evaluation was an analysis including the income of governments at a voivodeship, district and commune levels in 16 voivodeships in the years 2002–2006. In the initial stage of the research, a hypothesis was made that in the voivodeships that are at a higher level of economic development the income of local governments is also higher. The changes in law introduced on l January 2004 caused an increase of local governments’ income. The income increased at the fastest pace in the most developed regions, thus contributing to the deepening of development disproportions between voivodeships in Poland. These differences were only partially decreased by subventions from the state budget.
The aim of this study was a synthetic evaluation of EU funds’ distribution between 16 voivodships. It was found out that the regional EU funds’ distribution in the years 2000–2005 is an effect of a method, according to which the voivodships that more populated are privileged. In absolute numbers the biggest recipients were: Masovia, Silesia and Malopolska – regions with a high level of urbanization, equipped with a broad business environment and with a relatively rich scientific background. At the same time, these voivodships win the most direct foreign investments. Thus we deal with a double privilege of these voivodships in relation to other regions. In relative numbers, described by an index of received funds in relation to the share of produced GPD, the dominating regions are: Warmia and Mazury, Podlasie and Western Pomerania. But it does not mean that in this way the distance between these voivodships and the most developed regions is reduced. The research did not prove that there is a connection between GDP per capita and the amount of aid per one inhabitant. The lack of any connection (positive or negative), which is a logic effect of the assumption that the regional distribution of EU funds is conditioned mainly by the number of inhabitants, indicates that the criteria do not differentiate voivodships according to the anticipated economic effects. They take an egalitarian approach – every inhabitant should receive statistically equally.
Structural funds – instruments of cohesion policy – are aimed to support local and regional development and to speed up regional convergence. For the last few years they have been the main source that enable realization of different activities and investments on local level in Poland. In the light of systematic extension of financial resources provided within structural funds effective absorption of those funds becomes a matter of great importance. Experience of previous implementation period gives some clues on the perspective of use of structural funds provided for Polish regions in 2007–2013 period. The results of previous research showed that effective absorption of pre-accession and structural funds depends on many both material and untouchable factors but the most important for effective absorption is adequate institutional system with procedures of programming, financial management, monitoring, evaluation etc. This paper presents the results of research conducted in 2008. The authors focused on three main areas: experience of 2004–06 period of implementation – identification of successes and barriers of structural funds implementation system, practical use of these experiences to improve institutional system for 2007–13 period and finally priorities of 16 Regional Operational Programmes realized in Polish voivodeships.
The paper attempts to evaluate the impact that the projects co-financed by European funds within the Cohesion Policy in the programming period 2004?2006 had on the competitiveness of large Polish cities. In the first part of the paper, we define competitiveness of cities and regions and operationalize it with indicators used in further analysis. Our evaluation is based on different quantitative methods of measuring correlations between competitiveness of cities and Cohesion Policy expenditures, which enables us to triangulate the results. The outcome is a set of hypothetical cause-effects relationships between public intervention and competitive position of cities. For their verification we employ qualitative case studies (See Report EUROREG 2010 and the articles by Marek Kozak and Andrzej Miszczuk in this issue).
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.
The paper presents the evaluation of Cohesion Policy impacts on diffusion of development processes from cities to their regional hinterlands. We evaluated two things: a) the indicators illustrating metropolitan and regional concentration of population, enterprises, employers, and local governments revenues, and b) the impact of EU funds on the development of municipalities located in the surroundings of large cities (based on local governments survey results). For the first type of analysis, we delimitated the regional surroundings into two zones: metropolitan area and regional hinterlands (the former was only applicable in case of capital cities of voivodships). The outcome of the analysis in this dimension indicates a lack of any significant impact of Cohesion Policy on agglomeration processes in the analyzed spatial scales. However, the studies in the second dimension allow us to identify the thematic categories of public intervention that have the largest relative impact on spread effects from developing large cities to their regional surroundings.
The aim of the study is to examine how and at what stage in the evolution of the cohesion policy rural areas have been incorporated, thus gaining space for empowerment. The role of the territorial instrument, CLLD, will also be considered. The research problem was verified through a review of literature and EU legislative documents as well as empirical material from two evaluation projects. It was found out that the extension of the cohesion policy to include the objective of territorial cohesion was of particular importance for rural areas. In the 2014–2020 financial perspective, due to the territorialisation of cohesion policy – previously perceived as mainly urban – rural areas were considered for participation. CLLD has been proven to strengthen the sense of empowerment of local communities.
Evaluation is an important element of the public policy cycle, providing information for improving the effectiveness of implemented policies and designing future ones. In Poland, the need for the diffusion of this practice from the field of structural funds to other public policy fields has been discussed for at least 15 years. Although one such obvious direction of diffusion is local government, very little is known about evaluation at this level, and in studies summarising the general evaluation practice in Poland, this strand is omitted. The aim of this study was to assess the extent and characteristics of evaluation practices in the period 2010–2021 in cities with county [Pol. powiat] status. The analysis was based on the information on evaluation studies provided by city halls. Out of the 55 cities that were included in the analysis, 62% carried out evaluations and they completed a total of 469 studies. A systematic increase in the number of studies and the number of cities carrying them out was also observed. The dominant thematic areas were civic budgeting, social policy, and development strategy. The shares of studies carried out internally and those commissioned from external companies turned out to be similar. In contrast, studies of intervention implementation processes dominate over evaluations of intervention effects. This research can serve as a starting point for further, more detailed analyses of the organisation of the evaluation process and its use in local government.
