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 paper describes an indicator constructed to measure financial flows between local governments in Poland. These flows are considered as the measure of local governments’ cooperation and of the strength of functional connections crossing administrative boundaries. The purpose of this paper is to present the scale and the subject of financial transfers between local governments and the factors explaining the variation of local governments’ financial cooperation. The biggest financial transfers take place in functional urban areas, but only in terms of current expenditures. Transfers of investments expenditures are higher outside these areas and are characteristic of less affluent municipalities. The strongest associate function is to provide transportation services: both in terms of current expenditures and investments.
The aim of this paper is to discuss the situation of the EU-10 CEE capital cities during the years since the 2008 financial crisis. The paper concentrates on metropolisation processes that became particularly pronounced at the end of the first stage of the transformation, long before the accession of these countries to the European Union. The main hypothesis is that these processes also continued in the conditions of the economic crisis. As a result, the capital cities in most CEE countries should have done relatively well coming out of the crisis, mainly due to the nature of their diversified economies and the significant share of advanced business services in their structure. As a result, the crisis provided an opportunity to ‘verify’ the viability of the current economic model in the short term, in the specific conditions of transformation economies.
The scale and structure of EU funds are one of the key determinants of Cohesion Policy impacts on socio-economic regional development, along with the magnitude of the Keynesian multiplier mechanism, spill-over elasticities, initial stocks of infrastructure, or human and physical capital. The aim of the paper is to analyze how changes in forecasts of Cohesion Policy public financial resources (available in NDPs & NSRFs) affect a counterfactual analysis of the Cohesion Policy impacts on the Polish NUTS-2 regional economies. On the basis of the financial data from the Polish Ministry of Infrastructure and Development which were made available in the years 2008?2013, simulations were carried out for the period 2004?2020 using 16 macroeconomic HERMIN models for the Polish regions. The results show that yearly forecast errors of the EU funds at the regional level account for up to 229%, and the forecast errors of allocations of the EU funds amount even to 32%. The inaccuracy of the forecasts of the EU payments and their volatility considerably distort the results of macroeconomic research of the Cohesion Policy impacts on development processes – even by 88% in the case of the yearly results, and by 49% in the case of cumulative results.
The main purpose of this article is the analysis of differences in dynamics and directions of development policy between Eastern Poland and the rest of the country. The authors analyze the structure and value of investments supported by EU structural funds in the years 2004–2006. The results obtained allow to identify some regularities characteristic for this region, namely high territorial and capital dispersion of the investments and a lower general financial value of all EU-supported projects. The tendencies may have a negative impact on the expected results of the cohesion policy. There is no significant qualitative change in development policy in Easter Poland. Most of the investment projects entrench the existing socio-economic structures.
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 purpose of this article is to highlight the organisational and financial aspects of managing property at the district level, as well as the role of those aspects in local development, resulting in how property is used and the income it generates. The article contains some suggestions as to how a property-managing program should be constructed, based upon research including both source analysis and questionnaire methods.
The risk and the threats of modern world became the problem of day-to-day life of millions of people. They are tightly linked to different dimensions of globalization. In the sphere of nature we have greenhouse effect together with its all real and assumed consequences. In the economic dimension we have financial flows causing the threats to the stability of international economy, in technological dimension there is oversensitivity for terrorist attacks or simple breakdown of the computer systems. The political dimension brings the threats of war and terrorism. Number of these threats is related to spatial economy. These specific types of risk are discussed in this article.
The article analyses the expenses of local communities in zachodniopomorskie voivodship during the 2000–2005 period, with special regard to capital expenditures and to social care expenditures. Local communities conduct counterbalanced expenditures policy adapted accordingly to incomes. Whereas capital expenditures vary in time with growing tendency to diminishing, the social care expenses continually grow (in analyzed tenure). In spite of this the numbers of people taking advantage of social help diminishing very little (and even growing from time to time). What is more, as can be presumed, the social funds are constantly directed to the same group of beneficiaries without gaining the results in limiting the scale of poverty in community.
This paper proposes an analysis of the manner in which knowledge value chains derive specific but differentiated advantage from distinctive categories of knowledge over geographical space and time. It explores the problematic juxtaposition of tacit and codified knowledge transfer as a simple matter of conversations among binary actors, proposing the concept of "complicit` knowledge as a necessary category capturing the multitude of intermediary agents involved in actual knowledge translation to move from the implicit raw state to the explicit innovation representing new knowledge capable of attracting market demand.
The paper discusses selected tools within Cohesion Policy that stimulate cooperation between cities. Subject to analysis are two programmes from 2004?2006: INTERRREG and URBACT. In the case of INTERREG programmes, the analysis pertains to the largest Polish cities (31 most populous cities and the Silesian and Tri-City conurbations), while in the case of URBACT, all the cities that were beneficiaries of the programme were taken into account. The results of the projects are usually of the soft type and involve transfer of good practices, building institutional capacity, and human capital. In this respect, the results of the analyzed projects should be considered at least satisfactory, although the number and scale of the completed projects does not allow for clear and measurable effects to be perceptible in a country-wide perspective.
The main goal of the article was to verify gains and losses coming from participating in the global economy in the light of the core–periphery theory. It turned out to be undeniably true that transfers of industrial production to peripheral countries lead to higher living standards and indirectly favour political stability in core countries, while the hypothesis that the global financial market is a tool for exploitation of peripheral countries was proved to be false. The author established that financial speculations in core countries cause political destabilization in peripheral countries, and disproved the hypothesis that the higher the participation of periphery countries in the global economy, the higher the losses they suffer and the higher the advantages in core countries.
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 paper shows the basic problems of implementation of the cross-sector cooperation, in the frame of area-based partnerships, for specified rural areas in years 2001-2004 in Poland. In this period partnerships were created with international sources support and with appreciable participation of non-government organisations. The main obstacles to their actions were: the insufficient financial resources, the lack of legal form of self-governments, NGOs and entrepreneurships cooperation with equal rights, tendencies for leaders` domination in group`s actions, weak organisational structures and the lack of long-term strategies. The first effects of cooperation are little; they deal with social affairs and tourist promotion, but they show the positive role of such type coalitions in local development.
During the last few years Polish financial sector has been expanding in a very dynamic way, also in a spatial context. In cities banks displace other forms of urban activities from their previous locations. The aim of the paper is to examine spatial distribution of banking services in Warsaw at the beginning of 2009. The author, based on her own research, presents main current features of spatial structure of the phenomenon, resting on Proudfoot’s conception of principal types of city retail structure. Special features of the structure related to the specifity of banking services were also considered.
The article presents the main topics of the European debate on the EU Cohesion Policy after 2013, i.e. a discussion of territorial cohesion, the new EU economic strategy 2010-2020, and the next EU financial perspective after 2013. The debate has been continuing in the shadow of the financial and economic crises (2008-2010) and the trouble in the Euro zone (2010), which were caused by continued structural differences between the Member States. The Cohesion Policy is too weak an instrument to solve these problems. The author’s analysis focuses on the main proposals of changes in the Cohesion Policy put forward during the debate, which were shaped mainly by political interests of the dominant actors, and based on experts’ opinions and scientific concepts. In the conclusion, the author presents some recommendations for future Cohesion Policies.
In light of setting up strategic documents in Poland for regional and developmental policy after 2006 the article proposes arguments for discussion about state-government regional policy in Poland. Nowadays there is no strategic document devoted to state intervention in Polish regions (voivodeships), which could be named governmental strategy for regional development. The article presents basic thesis for such document, including review of Polish regional problems, which needs governmental intervention, key priorities of state action in regions, basic rules of state-government policy for regional development, and major criteria of state financial support for regional self-governments.
The authors have suggested analytical tools to evaluate levels of internal social responsibility by developing an aggregate set of indicators. The reference indicators values were substantiated on the basis of average industry ones, which provided an opportunity to determine the multiple coefficients. The suggested tools provide the opportunity to define enterprises’ tendency for change in the level of responsibility level by years. This research can have important practical impacts due to its quantitative assessment having been based on published financial statements. The study creates additional opportunities for stakeholders to evaluate current internal corporate social responsibility levels and predict their own development direction.
Update from 25/07/2024: Parts of this article in the form of literal quotes without providing the source were used in a subsequent article by the same author entitled "Implementation of the partnership principle in the process of implementing regional operational programs in Poland" published in "Opinie i Komentarze Fundacji Rozwoju Demokracji Lokalnej" 3/2023.
The aim of the paper is to examine the level of application of the partnership rule in the process of implementing regional operational programmes (ROP) in Poland in 2014–2019. It has been assumed that the Monitoring Committees (MC) operate as the institutional manifestation of the partnership principle. The scope of comparative analysis includes practical aspects of the functioning of MCs within ROPs in three voivodships: Kujawsko-Pomorskie, Lubuskie and Świętokrzyskie. The analysis focused on five institutional factors: number of Committee meetings in the financial perspective 2014–2020, number of circular voting events, percentage of socio-economic partners in the total number of Committee members, number of working groups within the MCs, as well as the number of meetings of working groups. The research hypothesis adopted in this article assumes that the regulatory activities expressed in the preparation of guidelines for the application of the partnership principle under the regional operational programs in the 2014–2020 financial perspective turned out to be insufficient for disseminating developed partnerships under ROPs.
European Union programs are a vital source of financial help in the field of employment increase. Such initiatives are available both in structural programs, Community Initiatives and Community Programs. A great number of them are designed for communities, which, as an independent beneficiary or a partner in a project, can influence the improvement of local and regional labour market situation. One of the essential factors which influence the commitment to the initiatives for employment increase is the way beneficiaries perceive their attractiveness. Therefore, in the article the author presented results of the research in which communities’ attitudes to each activity connected to a labour market, available in EU programs, had been analyzed and assessed. This allowed to determine the initiatives which are perceived as the most desirable and which, according to communities, can best contribute to decreasing of the unemployment rate, and the ones which are the least attractive in this respect. Another part of the above research is the analysis of communities’ expectations regarding creating new initiatives for employment increase, which are not available within the limits of the current programs. This scrutiny allowed to estimate more precisely to what extent current activities match communities requirements. These results made it possible to assess to what degree the presumable lack of desirable initiatives for employment increase constitutes a factor that limits the commitment to the implementation of the currently available initiatives
The purpose of this article is to analyse both the allocation of the financial support from the 2nd instalment of the CGFLI in the Opolskie Voivodeship and the debate in this region over accusations of the clientelistic allocation of this fund. According to the first hypothesis, the local governments affiliated with the German minority are not treated as politically neutral; therefore, they might be vulnerable to discrimination in allocation of the fund. The second hypothesis claims that the peculiarity of the local political patterns in the voivodeship, which is characterised by the low level of partisanship, gives the ruling party’s regional politicians the opportunity to undermine the thesis on clientelistic distribution of the CGFLI. The research has shown that the local governments affiliated with the German minority have a lower chance of getting financial support when compared to the non-partisan ones. Additionally, the study has distinguished five modes of counter-arguing against the thesis on clientelism, employed by the ruling party politicians of the region.
Local governments in the Western Balkan countries are dependent on central governments’ transfers, with low fiscal autonomy and limited efforts for own-source revenue mobilisation. The paper identifies that besides central government transfers, other significant factors in determining municipal own-source revenues include central and local public investment, current expenditures, human development index, and population density. Municipal own-source revenue is adversely affected by intergovernmental transfers, implying their de-incentivising effect in collecting local revenues. Local capital expenditure is a significant and strong determinant with a higher strength than central government investments, suggesting their importance for local fiscal autonomy. The human development index as a composite measure, unlike GDP per capita, positively affects the municipal fiscal autonomy.
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.
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.
The article was published in Polish in "Studia Regionalne i Lokalne", 3/2004
Theory and empirical literature relate educational quality to two main explanatory factors: family education (intergenerational transfer of human capital) and the quality of schools. The model proposed in this paper is intended to verify the significance of these factors in explaining territorial disparities in educational quality in Poland. The dependent variable is the test score of sixth grade pupils in 2002, averaged at municipality level. The test results prove to be strongly correlated with human capital stock in the municipality`s adult population, which points to the key role of intergenerational transfer for educational quality. On the other hand, the role of school resources (understood as expenditure on education) is rather small. Average test results differ significantly between Poland`s historical divisions. Surprisingly, the more urbanised and relatively affluent regions, like Greater Poland (Wielkopolska), Pomerania (Pomorze) and the so-called Regained Territories (ziemie odzyskane) reveal a substantially lower educational quality than the territories in the east and south-east of the country, generally less developed and with a significant share of agriculture in the economy. These differences can only be partly explained by an additional environmental factor, related to the prevalence of state-owned economy before 1990 (e.g. state farms PGRs) and today`s high structural unemployment. Interestingly, the dissimilarities between the historical regions are not only illustrated by average test score levels, but also by parameters of the determining functions for these results. It can be concluded therefore that location in a historical region has a substantial impact on the flexibility of educational outcomes with regard to different explanatory factors.
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.
Creditworthiness, similar to the ability of generating profit and efficient disposal of financial resources, is one of the basic elements of local governments’ financial potential, since it enables gaining additional funds for investment purposes. However, the possibility of obtaining credit is limited not only by law regulations, but also by economic restraints, which determine creditworthiness. Each time, before deciding about incurring debts or about financial involvement, banks as well as local governments themselves should analyze thoroughly the current and future budgets in respect of credit facilities.
Parishes possess a wide selection of instruments for stimulating the development of entrepreneurship, unfortunately the instruments are rarely used as part of a complex, well thought-out strategy that brings about multi-level results. The instruments for entrepreneurship stimulation belong to two major categories: financial and non-financial. One of the primary reasons for investors to select a particular parish can be the existence of a planned and long-term fiscal policy, connected to a stable system of tax preferences in taxes and local fees, and an active strategy for parish investment expenditures. Creating positive conditions for the emergence of new enterprises is the best source of social-economical activation of the local population.
During centuries, capital cities of many countries were moved to new locations, either as a result of economic or political processes or of a specific national project. The best known examples of the phenomenon are Ankara and Brasilia, but one might quote many others too. Frequently, the new capital was expected to become an ideal city, a kind of a paradise - which was a utopian dream, because a city is a man-made project and therefore never perfect.
Polish health spa are that category of communes whose development do not depend on the inhabitants? activities but on central solutions. The lack of comprehensive solutions that would control legal and financial basics of functioning and development of health spa causes the spa to be subject to one-sided economic development and one-sector employment. The spa must fulfil the tasks, unknown to other communes, connected with maintenance and development of infrastructure of health resorts and their neighbouring areas. The lack for finances to the development of health spa, many tax exemptions and tax relief often cause the communes to allocate their own inhabitants? means to the maintenance of health spa; means intended for the realization of their own statutory tasks. The lack of law about health resorts causes increase financial problems of this category of spa, rising unemployment and degradation of health resort infrastructure.
Poland as a rightful member of European Union has got a chance to participate in structural funds and Cohesion Fund as well. Taking into consideration the limited financial opportunities of territorial self-government units in projects co-financed by structural funds, presence of private sector means may be considered as a crucial factor. The scope and typology of public-private partnerships PPP have been presented in this study. The chances as well threats which may occur during the execution of investment ventures within the framework of public-private partnership have been presented there as well.
This paper presents analysis of different connections between institutional participants of three area-based partnerships (LEADER Local Action Groups) that have been created in rural areas to coordinate actions which contribute to social and economic development of the respective regions. The relations in three partnerships located in different historical-cultural regions of Poland were analysed in the context of the social capital concept, using basic network relation indexes. Various types of interactions between agents (coordination, conflict, co-operation, control and competition) and flows (information, financial assets, human resources and tangible resources) have been analysed.
The revitalisation process in Polish cities – here by the example of Poznan – is still rather on a modest level. Nevertheless the needs are urgent if we consider the continuing degradation of inner-city areas, the insufficient quality and quantity of housing resources and increase of suburbanisation. The legal, financial, and socioeconomic conditions do not allow the application of Western patterns. Yet there exist in Poznan various examples of renewal of old housing stock as well as of revitalisation of whole inner-city areas. They may be regarded as starting points for the realisation of future revitalisation ventures, also with regard to expected European funding.
University-industry collaboration seems to be crucial to the transfer of knowledge and innovation in a modern world economy in which knowledge, information flows and the level of innovation of countries and regions are the center of attention. The article presents the specifics of university-industry linkages, and the instruments that operate in support of such relationships, the focus being on the French CIFRE (Industrial Agreement for Training through Research) procedure. A description of the functioning of this scheme in France leads on to an analysis of its influence on the development of French regions as regards their levels of innovation and the nature of strength of the linkages between the world of science and academe on the one hand and enterprises on the other.
The paper is devoted to the observed and anticipated impact of CAP on the modernisation of Polish agricultural sector and the attitudes of Polish farmers towards EU. Since Poland’s accession the approach of this group to the European community evolutes from the extreme scepticism to enthusiasm. CAP improved the financial situation of farms, stabilised farmers income and contributed to the fall of social tension in rural areas. Some structural changes are also noticeable: polarisation of area structure, specialisation of output in small farms, dualisation. There is a threat that Polish farmers will not be able to exploit all opportunities of the CAP, since they eagerly benefit from the traditional services and remain unconfident towards the innovative instruments, creating so called “rural policy”.
Horizontal transfers in the local government financial equalization system have been raising a lot of controversies in Poland during the last few years. The paper shows similar instruments functioning in other European countries: Spain, Switzerland, Germany, Denmark, Sweden, and Norway. The paper discusses two mechanisms of equalization: that of revenue and of expenditure needs. European experience is discussed in a way which makes it possible to draw comparisons with regulations in Poland as well as with current debates in Poland.
The aim of this article is to show how regions are created in Poland. The author focused on Warmia and Masuria, which started to become an established region as a result of an administration reform in 1999. An image of a region as an existing phenomenon is planted in its inhabitants’ minds by regional authorities, who make use of their strategic plans, financial instruments, and regional discourse.
The concept of the political cycle was originally formulated with regard to decisions taken at the central level, but it may be also applied to the local level. Most of the previous empirical studies have focused on expenditure (how its size and structure change depending on the electoral cycle). The applicability of the concept to local tax policy has also been studied, although more rarely. In Polish studies of local public finance, the concept of political cycle has so far been rarely used. In this article, the authors check whether the theoretical frame of the political cycle is suitable for interpreting decisions relating to tariffs on local public services. It is empirically tested on tariffs on water and sewage, rents in municipal housing, tickets for local public transport and parking charges. The second research question concerns factors influencing the likelihood of the political cycle in different services. In this respect, the article puts forward four specific hypotheses. The authors have to face a methodological problem: the distinction between the influence of the electoral cycle and of other factors, such as inflation, or the change in the financial situation of local governments, and economic growth rate. The applied quantitative methods refer to panel logistic regression and linear regression models in which the impact of the electoral year is controlled by other variables.
The debt of local government units (LGU) is part of the public debt. Therefore, the analysis of the phenomenon of local government debt is important for the financial security of the state. In Poland, in the period 2007–2013, the debt of local government units rapidly increased, in particular in the major cities with poviat rights – metropolises. Due to the dual nature of metropolises, they perform many important tasks in the social and infrastructure sphere that determine the quality of life of their residents and contribute to the socio-economic development of the region and metropolitan areas. However, an excessive increase in debt of the metropolis may in the future be a barrier to achieving a high rate of socio-economic development. The aim of the paper is to analyze the phenomenon of indebtedness in the largest cities with poviat rights – metropolises – in Poland in the years 2007–2013. The study draws on publicly accessible databases compiled by the Ministry of Finance (Wskaźniki do oceny sytuacji fiansowej jednostek samorządu terytorialnego).
The subject of the paper is the discussion on horizontal redistribution of public revenues among local self-government units. The assumed aim of this redistribution is to equalize the different levels of income and burden of expenditure. The paper lists desirable features of this redistribution, motives for its application, and arguments of its opponents. The analysis of the latter shows that while part of the criticism refers to the essence of horizontal redistribution, significantly more of it concerns the dysfunctions of its mechanism which became apparent after 2008. The criticism focuses, for example, on the criteria for making compensatory payments, the structure of tax revenue indices, the so-called reference period, the amounts of compensatory payments, the criteria for the distribution of the collected amounts. The paper includes suggestions concerning recommended directions of changes in the mechanism of this redistribution.
Theory and empirical literature relates educational quality to two main explanatory factors: intergenerational transfer of human capital and the quality of schools, school composition and economic conditions. Based on these findings a model explaining territorial differentiation of educational quality is proposed. The dependent variable is test score of 6th grade students, averaged at municipality level. As it turns out, educational outcome is highly conditioned on local human capital stock. The role of traditionally meant school quality (resources) is minor (although higher in rural areas than in cities. Average school outcome differs significantly along historical divisions of Poland, not only in levels, but also in parameters of determining function. Legacies of the past and related socioeconomic processes have a substantial impact on the sensitivity of educational quality to different explanatory factors.
The rising costs of educational tasks due to the decreasing number of students force municipal authorities to take cost-saving measures, including the most radical form, that is closing down schools. Such decisions are not popular with the local residents and in all the examined municipalities have caused conflicts between the stakeholders of local educational policy. The aim of the article is to present actions taken by municipal authorities to reduce the negative effects of conflicts arising in connection with the liquidation of schools. The authors focus on the activities of municipal authorities to curb the negative consequences of the conflict, but turn out to be financially ineffective. The article was based on the analysis of the subject literature, as well as the results of empirical research conducted by the authors. The theoretical framework draws on selected concepts of conflict management and the polarity management model.
The author explores the problem of territorial reorganization of the metropolitan area within the Canadian evolutionary federal system, taking as an example the cities of Toronto and Montreal. The results of the research indicate that adaptation strategies, applied by states aiming at empowering the metropolis, depend on the general level of the territorial units’ autonomy. The existence of strong local self-government favours creation of intercommunal cooperation structures without dissolution of current local territorial units. Territorial reorganization in the case of states with a low level of local autonomy may facilitate elimination of former local units by theirs amalgamation in new, larger metropolitan self-government structures. As far as this context is concerned, Canada constitutes a very interesting study case. Taking into consideration Canadian evolutionary federal system, highly limited local autonomy of the cities, and its mix of European and American traditions, one can observe almost all the above-mentioned dimensions of reform and adaptation strategies. Advanced and institutionalized intercommunal cooperation, developed in Toronto and Montreal in the middle of the 20th century, was interrupted by amalgamation imposed by provincial government, which resulted in creation of new, enlarged metropolitan cities of Toronto in 1998 and Montreal in 2002. In both cases the amalgamation has not been accepted by a part of the population and destabilized cooperation in these metropolitan areas. The trouble with amalgamation led to abandonment of further structural and territorial reforms, which were replaced by functional ones, taking the form of special agreements between Toronto and Montreal and their respective provinces (Ontario and Quebec), giving them both new competences and financial resources. Regardless of any difficulties in pursuing an appropriate metropolitan regime and the suitable position for the metropolis in the structure of a political and territorial system, both cities have achieved strong economic performance and high quality of life.
The article discusses the involvement of the US federal government in the policy of urban development in the years 1965-2012. The implementation paradox, understood as a limited ability to achieve national policy objectives as a result of the empowerment of potential adversaries, and the changing views of the successive presidents on federalism were considered crucial in explaining the discussed issue. The following categories have been used: federalism, orientation and instruments of development, and financial outlays for development. Orientation and instruments of development have been presented on the basis of selected federal programmes addressed to cities, and outlays – based on federal budgets. Three generations of public policy implementation theories constitute the theoretical framework of the study. In conclusion, the author points to the withdrawal of the federal government and the growing importance of state authorities in urban development policy.
The purpose of this study is to identify the determinants of innovation of enterprises in the Regional Innovation System context. We analyse factors that determine regional innovation in a less developed region, taking the Podkarpackie region in Poland as our empirical counterpart. We examine how the EU economic policy instruments influence the innovation of enterprises within the context of the Regional Innovation Systems. We propose a model for the implementation of innovations and test our hypotheses based on the data drawn from the period of 2011–2014. The paper provides insights on a rather successful story from Poland. We posit that enterprises use only specific public policy instruments and that companies’ demand for innovation-supporting instruments changes, reacting to the business cycle phase and to financial incentives.
The objective of this paper is to present the role of the relationship between the location and financial performance of local government units. One of Poland’s largest voivodships, Wielkopolskie, was used as an example. Recent acceleration of suburbanisation processes not only results in socioeconomic changes in municipalities surrounding cities but also affects their financial performance. To attain the aforesaid objective, this study used variance analysis to investigate the significance of the differences in the financial ratios between the units analysed by location (measured as the distance of rural municipalities from district towns and from Poznań, the region’s capital). The research proved that the closer a municipality is to an urban centre, the greater its financial autonomy, liquidity and investments, yet at a higher level of debt. Also, the proximity to Poznań is a better determinant of the differences in financial performance than the location close to smaller urban centres.
Decentralisation in Ukraine is an important factor in the development of a democratic system of government. The reform of local self-government aims to create new relations between citizens, local authorities, and the state. The aim of the article is to conduct a comprehensive analysis of the local government reform in Ukraine and other countries in order to identify its main advantages and disadvantages as well as indicate ways to overcome the existing shortcomings in this area. The study determined that decentralisation in the country leads to democratic transformations of society based on civic initiative and responsibility, as well as provides a decent standard of living and quality services at the local level. The introduction of decentralisation can be observed in almost all areas, including administrative, political, financial, and social. This significantly affects the potential of the population and increases the responsibility of public authorities to the population. There is an increase in the level of public services with regard to economic, legal, political, social, and ethnic issues. Finally, proposals were made to make changes in the field of local self-government in order to overcome the existing problems in this area.
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.
This paper examines the development of international financial centres (IFC) in Central and Eastern Europe (CEE). The study argues that the development of the financial services in CEE is characterized by external dependency, which is manifested in the form of hierarchical command and control functions over CEE financial subsidiaries within the West European IFC network. The paper quantitatively compares the factors of IFC functions of Budapest in comparison to those of Warsaw and Prague. It argues that despite the lack of market evidence showing signs of a regional centre focus during the transition period, there are some signs of IFC formation. The paper assesses the uneven impact of the global economic crisis upon CEE financial centres and confirms that their development trajectories became more differentiated as a result of the crisis. The steady decline of Budapest during the second half of the 2000s was accompanied by the rise of Warsaw. Our analysis concluded that Budapest, despite its earlier endeavours, most likely lost the competition to become an international financial centre.
The article presents the results of the analysis of the impact of the National Development Plan (NDP) 2004–2006 and the National Strategic Reference Framework (NSRF) 2007–2013 on divergence/convergence processes taking place in Poland as well as between its regions and the EU average, measured as GDP per capita in PPS. The analysis was made using simulation results received by applying 16 regional HERMIN models and data as well as forecasts concerning NDP and NSRF transfers prepared by the Ministry of Regional Development of the Republic of Poland. The application of HERMIN models allowed the authors to make forecasts regarding the following macroeconomic indicators: GDP per capita (in PPS) in relation to the EU average and to the national average by 2020. The results indicate that NDP and NSRF implementation can accelerate the convergence process between the Polish regions and the EU average and slow down the weak divergence process within the country.
In transition economies, the size and ownership structure of enterprises determine their economic behaviour as well as their attitudes towards innovations. Many studies show that one of the key factors accelerating economic performance of the companies is technological transfer from abroad, and that successful implementation of the new know-how is mainly undertaken by medium and large enterprises. The domestic micro and small enterprises located in Polish regions proved to be rather risk-averse and therefore not very innovative. However, their innovative activities accelerate over time, and eventually they catch up with foreign and large enterprises.
The aim of the paper is to analyse the allocation of resources from the Cohesion Policy provided to individual regional programmes in the European Union’s 2021–2027 financial scheme. In addition to the European Regional Development Fund and the European Social Fund Plus funds, funds from the Just Transition Fund distributed under the European Funds for Just Transition programme, as well as funds from the European Funds for the Eastern Poland programme were also analysed. The analysis covers the proposition of allocation of funds to regions in the context of the experience gained so far in Poland in the implementation of regional programmes. The carried out analysis confirmed the decrease in the importance of regional programmes in shaping the Regional Development Policy in the 2021–2027 perspective due to the reduction in allocation.
The paper analyzes statistical relationships between the inflow of EU financial resources to Polish territorial units (voivodeships, NUTS3 and poviats) and the pace of their economic growth. Correlation analysis reveals that the less developed units which enjoyed relatively more massive inflows per capita grew more slowly than the better developed ones – the correlation coefficients are negative (for the voivodeships) or close to zero (for NUTS3 and poviats). This suggests that until now, the EU funds have led to a stronger demand effect than the supply effect in the Polish economy. It may therefore be claimed that in the next programming period 2014–2020, more funds received from the EU should be devoted to the support of economic development than to the improvement of living conditions.
The paper focuses on the institutional solutions adopted in different Polish urban regions as a response to the requirement to create the so-called ITI instrument in the framework of 2014–2020 EU financial perspective. This phenomenon is analyzed in the light of the mechanism of launching and functioning of metropolitan cooperation structures and the concept of Europeanization. The authors assume that former – more or less successful – attempts to institutionalize such cooperation in Polish urban functional areas influence the process of creation and functioning of ITI cooperation.
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.
The paper examines whether EU funds may encourage local and regional development in the Lubelskie voivodship. The authors compare the actual structure of support in 2007?2013 with the necessary conditions of a positive and sustainable result of financial assistance found in the literature. In addition, six case studies were carried out to explore the mechanisms of support at the local level. The analysis shows the dominance of infrastructure spending and support for rural areas. Low expenditure on economic and knowledge capital is accompanied by virtually no support for social capital and administration quality improvement. Funds at the local level are often used purely as social aid. The observed ways of spending the funds may lead to petrifaction of an unfavourable regional economic structure, and do not ensure growth of production factors productivity
The effectiveness of the measures implemented under the EU cohesion policy has become a significant issue. The relevance of the topic is undeniable, given the ongoing discussion of the results of public interventions conducted at the EU level, and the resulting concept of an integrated approach used to study the effects of actions undertaken within the cohesion policy. Based on various studies conducted to date, the authors argue that the effectiveness of the funds allocated in Polish regions could be greater if we focused more on complementarity of the undertaken actions. The paper concentrates on issues related to complementarity between programmes and projects implemented under the EU Cohesion Policy in Polish regions. A case study of a Polish region – namely, Łódzkie – shows that the adopted methods and tools, intended to ensure complementarity, do not work in a proper way. The results suggest the existence of severe restrictions of assessing the actual scope of complementarity and the resulting synergy effects. As both analyses of documentation and in-depth participant interviews indicate that the concept of complementarity in the projects is misunderstood or deliberately distorted (so that the highest score during the application stage can be obtained), it can be stated that the scale of complementarity is far from satisfactory. Based on their research, the authors make conclusions and recommendations regarding the solutions that should be taken into account in order to improve the implementation of the complementarity concept in the next financial perspective for the years 2014–2020.
Changes caused by transformation of political system such as comeback of ground rental and other market factors caused some changes in socio-spatial structure in Eastern Europe cities. One of them was segregation, which means increase of differences between social status of dwellers of particulars zones and quarters. These changes occur mostly in Eastern European greatest cities. Meanwhile socio-spatial structure of industrial "dependent cities" is less crystallized. Changes in these cities are still in initial phase. In four concentric spatial zones of the city social status of dwellers is similar. Meanwhile at the level of settlements there is clear, although weak statistical connection, which reveals some degree of socio-spatial differentiation. Social status of dwellers in eastern part of the city, especially in the Widzew quarter is higher, than in the other parts of Lodz. But in general differences of social status of particular spatial units are small, what corroborates basic hypothesis about weak differentiation of socio-spatial structure of lodz. It means, that processes of segregation and polarization are at the very beginning phase. For now, its negative consequences of globalization which occur in Western metropolises such as ethnic ghettos and “dualization" of city are no threat for lodz, but, on the other hand, this result reveals small dynamics of development of the city. There are some negative effects of transformation process, such as decrease of social status of dwellers of standard housing units. On the other hand, there is no concentration of the poorest people in particular parts of the city, and existing enclaves of poverty are the margin of urban space; however, this margin is growing. Also people of the highest status don`t live in particular parts of the city and there are very few settlements of the very high standard. There are some enclaves of such houses, which don`t cause the clear increase of standard in broader units. Trend of increase of social status of dwellers in the Eastern parts of lodz may be the response to the expectations for very far future perspectives of common Warsaw lodz metropolis. Basic hypothesis, verified during the research, claimed, that socio-spatial structure of lodz is differentiated in small degree. Survey was run at the turn of 2001 and 2002 on the sample of 797 dwellers. Method of selection caused, that demographic structure of sample in particular zones, quarters and smaller settlements was the same, as in population. We analyzed three attributive variables: character of employment, level of education and financial standard, measured with number and quality if durables. These variables were the basis for indicator of social status.
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 JESSICA initiative was set up to provide a more sustainable and efficient response to the needs of urban areas, as compared to non-repayable grants. Anchored in the literature on place-based policy and territorial cohesion, this paper addresses the question how the JESSICA funds were allocated among Polish cities – whether, intuitively, only to key urban centres, or to smaller cities as well. The results illustrate that the repayable assistance of JESSICA was dispersed throughout the regions, although the degree of dispersion remains mixed across them. Almost half of the JESSICA funds was transferred to small and medium-sized cities. It was also found that the bulk of the assistance went to the projects that were implemented in cities situated within metropolitan areas of the regional capital cities.
Article presents results of the analysis of 15 regional innovation strategies prepared by the Polish regions in the years 2002–2005. The stress was put on their conformity with the standards. In particular, adequacy of the diagnosis and objectives and character and scope of the first implementation activities were taken into account. The strategies in question turned out to be quite different as far as methodology and conceptual underpinnings adopted or objectives and activities proposed are concerned. The efforts put into RIS preparation were not in vain, however, there is a need to upgrade them up (wider use of qualitative criteria in diagnosis, improved compatibility of methodology used) and first of all to get full picture of innovativeness of Polish regions. And this is what cannot be achieved on the basis of those 15 strategies. Strongly recommended nationwide research on regional innovativeness may serve as a starting point to create national Innovation Support and Technology Transfer System SWIFT which is considered by Authors a precondition for effective utilization of regional efforts for the benefit of the country as a whole.
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 study is to examine the impact of the amendment to the Municipal Self-Government Act (hereinafter: MSGA; Journal of Laws 2018, item 994) on the implementation of participatory budgeting (PB) in 2019 and 2020 in Polish voivodship cities. Using the desk research method, 36 PB regulations and over 3.4 thousand projects were selected for implementation in 10 categories: 1) sports (investment and other), 2) leisure and recreation (investment and other), 3) construction or modernisation of sidewalks, 4) construction or modernisation of streets, 5) pedestrian walkways, 6) parking lots, 7) lighting, 8) city bicycles (bicycle infrastructure), 9) modernisation of buildings, and 10) other (e.g. educational, cultural, training). Detailed studies were carried on the influence of legislative changes on: 1) financial mechanisms; 2) principles and organisation of the budgeting process; 3) generic structure of projects; 4) participatory budgeting model. In order to verify the results obtained, changes in the PB regulations not resulting from the MSGA provisions were additionally analysed. It was shown that the amendment to the Act had a significant impact on the implementation of PB in all the analysed cities. The changes mainly concerned the financial and formal-organisational aspects of participatory budgeting process. The most crucial ones include: increase in the size of the overall subsidies (in 15 cities), modification of the distribution of the financial means (9), introduction of letters of support at the stage of project submission (7) and appeal procedure (9). Among the “non-statutory” activities, the abolition of age limits in the remaining 7 cities should be mentioned. These activities brought positive effects on the increase in turnout (15), the number of projects selected for implementation (12) and their average value (13). On the other hand, the changes in MSGA did not affect the generic structure of the projects (in both years, in 10 cities the category “leisure and recreation” prevailed, and 1149 projects from this category were selected for implementation). The final unification of the PB implementation model in Polish voivodship cities has been completed. Finally, three modes of PB implementation according to the new rules were indicated: financial, procedural and combined.
Financial self-sufficiency of the local government units, which means an ability to design their own financial policy in accordance with the applicable law, is one of the preconditions for sustainable local development. Metropolises – the largest towns with county (poviat) rights – because of their high demographic and economic potential are characterised by a high average level of financial self-sufficiency. Various processes and phenomena, including the economic crisis and the phenomenon of suburbanisation, affect the level of financial self-sufficiency of the largest cities. The main aim of the article is to assess the level of financial self-sufficiency of the metropolises in Poland in 2007-2015. The study was conducted in two stages. In the first stage, the analysis was based on the development of the basic indicators of financial self-sufficiency of the metropolises, while in the second stage of the research, a summary assessment of the financial self-sufficiency of the metropolises was conducted using the TOPSIS method. The empirical basis of the study was provided by the data from the Central Statistical Office database (Local Data Bank).
