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 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 aim of this paper is to evaluate the importance of innovation in the formation of regions of development and those of economic stagnation in Poland. The test procedure adapted by the authors consists of two stages. In the ?rst one, the authors use cluster analysis to group voivodeships into two categories according to the strength and weakness of their economies, on the basis of socio-economic development indicators, structured according to the following aspects: (1) population and settlement, (2) the structure of the economy and the job market, (3) technical infrastructure and easy access, and (4) the ?nancial situation and wealth. In the second stage the authors use canonical analysis to identify the relationship between regional differences in the level of innovation and the distribution of development and stagnation regions in Poland. The results of the analysis shows a strong correlation between the level of innovativeness of a region and its level of socio-economic development in all highlighted aspects of this process, particularly in the relationship between the level of innovation development of a region and its ?nancial situation and wealth.
The aim of this paper is to define the relationship between the level of human potential and economic efficiency of companies in different voivodeships. For the purpose of this paper, a synthetic indicator was constructed to evaluate the economic efficiency of companies as well as a synthetic indicator of human potential in a region, based on previously selected set of diagnostic variables. All 16 Polish voivodeships were included in the research. The TOPSIS method, Ward’s method and the PAM method were used in the research to classify different voivodeships. Moreover, correlation analysis and spatial autocorrelation analysis were carried out. The main criterion when selecting variables was their completeness and their accessibility for all objects in the research between the year 2009 and 2013.
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.
Iwona Markowicz, Danuta Miłaszewicz, Ewa Putek
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.
For more than 20 years, social capital has been gaining popularity both among researchers and policy makers. However, this theory has just reached its maturity. The paper presents classical and critical approaches to the concept. Main aspects and types of social capital are distinguished, followed by a description of the most relevant model for empirical research. Finally, the most important research fields are discussed, including mechanisms explaining the influence of social capital on other social, political and economical phenomena.
The paper describes the “chaotic” transformation of Warsaw after 1989, and aims to analyze what Hegel calls “the work of the concept” of (urban) “chaos”, and to embed it in a theoretical framework. The author proposes a typology of urban chaos. The text analyzes the use of the term “chaos” in Poland and singles out particular contexts in Warsaw’s public discourse during the years of post-socialist transformation. Within these contexts, the author reconstructs the distinct social phenomena and power relations hidden beneath the superficial impression of chaos. Empirically, urban chaos is never mere randomness but rather a conglomerate of multiple pockets of order regulated by non-transparent power relations that only appear to be arbitrary. Using Hegelian language, one can argue that chaos is cunning. The key to understanding this cunning is the difference between “chaos” as a term used in public discourse and chaos as a structural condition of power relations between distinct pockets of order.
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.
The article is demonstrates the differentiation of the intensity and characteristics of entrepreneurial activities in Belarus. With respect to many features, Belarus seems to be divided into the western and eastern part, that is, between the territory belonging before World War II to Poland and USSR. The eastern part is more urbanized (76% of urban population comparing to 60% in the west), includes largest cities and has better education indicators that the western part. As the entrepreneurship is highly correlated with education level and the degree of urbanization, it is not surprising that small business is most intense in Minsk and eastern Belarus. However, of the areas characterized by similar urbanization and education level, but located at different sides of the pre-war border, the entrepreneurship is decidedly more developed in the west. The research was conducted in the two regions: Grodziensk (western Belarus) and Witebsk (eastern Bealrus). It showed that the entrepreneurs from the western part of the republic are more free market oriented. While they main request from the central government was simply: less regulations, their counterparts in the east demanded rather more direct support from the state. This difference is the legacy of historical divisions and closer links of the western Belarus with the market economies of Poland and Lithuania.
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.
The paper aims to show the relationship between changes in the number of the unemployed in the six largest cities in Poland and the corresponding suburban and peripheral areas. The performed analyses use VAR models. The results indicate that the number of the unemployed is the most flexible in cities, and the smallest in peripheral areas. Long-term relationships in unemployment occurred only between some cities and their suburbs. Stronger short-term relationships were found between cities and their suburbs, but the results varied depending on the city.
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.
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 analyzes the sources of economic growth in the regions of Central and Eastern European countries (CEEC) using a multi-dimensional approach that takes into account: a) disaggregation of the economic structure; b) the international and national contexts of regional development processes; and c) the main types of regions. The results corroborate the validity of such an approach, showing the interrelationships between the development dynamics of individual regions and the structural changes that are difficult or impossible to identify using an analysis of aggregated values. In particular, the analyses conducted as part of the study help identify the key constituents of metropolization processes taking place in the regions of major city centres, the progress of reindustrialisation processes occurring in transitional regions, and the mechanisms underpinning development of peripheral regions. Based on these differences, the author formulates some general recommendations for policies implemented in these types of regions.
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.
Stanisław Owsiak, Roman Kucharczyk, Krzysztof Stępniak
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.
The work described here has sought to investigate differences between the statistical features of large (annual) datasets of laboratory results from 23 regions of Poland. Collections of results for total protein, haemoglobin, cholesterol and glucose levels were analyzed. An original computer method called JEG, devised at the Institute of Biocybernetics and Biomedical Engineering of the Polish Academy of Sciences was used. Differences in mean values ranged from –2.81 to 2.01 standard deviations from the mean value for all results. The dependence of results on the sex and age classes differed greatly in the two extreme regions. In the comprehensive valuation of regions, the north-west region stood out in a positive sense, while the Wielkopolska region fared surprisingly poorly, and Upper Silesia and the north-east were also far from ideal. This situation in the Malopolska region looked extremely serious. The usefulness of the method was demonstrated by the research carried out, so it would seem advisable for the investigation to be continued with, in order that the picture for the country as a whole might be made complete.
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 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 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.
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.
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.
Analyses of nationwide business cycles provide information on the length, course and phase of a current cycle. However, the nationwide cycle is not always convergent with the economic situation of individual regions. Discrepancies in this regard are often described in the literature. In this paper, we presented an analysis of the economic situation of Warmian-Masurian Voivodeship from 2008 to the 3rd quarter of 2010 in the context of the recent turbulence of the global and Polish economies. What is more, we evaluated the usefulness of multi-dimensional comparative analysis methods to assess the condition of the business cycle in Warmia and Mazury. We verified the view of Michael P. Niemira and Philip A. Klein (1994) concerning the relationship between regional development level and business cycle fluctuation vulnerability. Finally, we showed that less developed and less economically diversified regions are more prone to economic fluctuations.
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 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.
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.
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.
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 article concentrates on vehicle tax, which is interesting not only due to its efficiency, but also high mobility of the tax base. The study aims to examine the correlation between fiscal results and municipal policies, from the perspective of such criteria as the type of municipality and taxpayer category. The study is based on correlation analysis, in which Pearson’s independence test and Spearman’s rho coefficient are used. The results confirm that the tested correlations do exist. Municipal tax policy influences tax revenues of the studied tax, though the results in each unit are different between the current and later periods. Moreover, in the case of vehicle tax, municipal authorities’ main action was to lower the upper tax rates. For municipalities in which these relations were the most visible, econometric models were built. These illustrate the effects of tax policy in relation to certain taxpayer categories.
The aim of the paper is to analyze the processes of localization and globalization of small and medium-sized enterprises (SMEs) in rural areas in Wielkopolska. The author discusses the problem of rural economy as the place of localization of internationalized and globally active enterprises. First, she analyzes the potential factors of enterprises’ localization in the condition of open economy. Then, she focuses on shares of foreign capital and foreign exchange of enterprises operating in urban and non-urban environments and in agricultural and non-agricultural areas. The author analyzes the data reported in the years 2008?2011 by the Polish Statistical Office GUS concerning entities with foreign capital and firms with capital abroad. She shows that the pace and advancement of the globalization processes in the investigated enterprises differ according to the level of urbanization and the economic structure of different localizations. The results show that globalization leads to polarization of the development of regional and local economy.
Apart from traditional fashion trade fairs understood as specialist events addressed to a limited number of business clients, a growing popularity of B2C fashion fairs has been observed in recent years in Poland, in particular in large cities. Such events provide opportunities for purchasing unique clothing, offering possibilities for cultural distinction but also for spending leisure time, engaging in social interactions, and participating in urban arenas. They are in line with broader phenomena such as the festivalisation of urban space, the development of the experience economy, and the ecologisation of consumption. The aim of this article is to show the scope of this phenomenon in the Polish context. Proposing a typology according to this sort of fashion events as well as places where they occur, the authors attempt to show the intraurban and interurban specificity of fashion fairs, pointing to main centres and important factors of their location.
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 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 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 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.
Szanowni Czytelnicy, Autorzy i Recenzenci!
Z kwartalnikiem „Studia Regionalne i Lokalne” jestem związana niemal od początku jego istnienia. Mój pierwszy tekst ukazał się w czwartym numerze pisma w 2000 roku – pierwszym roku jego istnienia. Od tego czasu moje związki ze „Studiami” stopniowo się zacieśniały. Czytałam i recenzowałam artykuły, weszłam w skład redakcji, a teraz staję przed wyzwaniem kierowania naszym kwartalnikiem, zastępując pomysłodawcę i pierwszego redaktora naczelnego, profesora Grzegorza Gorzelaka, który budował kwartalnik z dbałością o jego jakość i rozpoznawalność.
Przejmując funkcję redaktorki naczelnej „Studiów”, czuję dumę i ekscytację. Z jednej strony, wchodzę w nową rolę ze świadomością, że będę kierować jednym z najlepszych czasopism w dziedzinie nauk społeczno-ekonomicznych w Polsce, pismem o uznanej pozycji, indeksowanym w SCOPUS, przyciągającym dobre teksty i świetnych Autorów, pismem, które pełni ważną funkcję w dyskusji naukowej. Z drugiej strony, już dziś wiem, że musimy dokonać wielu zmian, podyktowanych rosnącą konkurencją w zakresie publikacji naukowych i trendami związanymi z koniecznością udostępniania tekstów w formie elektronicznej i wymogami wolnego dostępu do prac naukowych finansowanych ze środków publicznych. Przygotowuję się, wspólnie z dr Dorotą Celińską-Janowicz, która szczęśliwie nadal będzie koordynować prace w redakcji kwartalnika, do podjęcia decyzji wzmacniających prestiż pisma, wykorzystując do tego także nowe możliwości techniczne i finansowe, które współprojektowałam w ramach Inicjatywy Doskonałości Uniwersytet Badawczy, uruchomionej na Uniwersytecie Warszawskim.
Chciałabym wspólnie z Państwem przeprowadzić te zmiany, by w najbliższych
latach „Studia Regionalne i Lokalne” wzmocniły swoją pozycję i cieszyły się niesłabnącym zainteresowaniem Autorów i Czytelników. Kierowanie kwartalnikiem to duża odpowiedzialność, jednak ze wspaniałym zespołem Redaktorów, Recenzentów, Autorów i gronem wytrawnych Czytelników, przy wsparciu Wydawnictwa Naukowego Scholar, podołamy temu zadaniu. Zapraszam Państwa do współtworzenia naszego pisma!
Agnieszka Olechnicka
1 października 2020 r.
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 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.
Uptade from 2.03.2021: Parts of this article were subsequently used in the following publication: Swianiewicz, P., & Brzóska, A. (2020). Demand Elasticity for Local Public Transport in Polish Cities: Do Local Policies Matter?. Transylvanian Review of Administrative Sciences, 16(61), 125-142
After 1990, the number of local public transport passengers has been systematically decreasing at the expense of individual transport, which led to an increase in traffic congestion and deterioration of air quality in cities. However, for the last few years, a reversal of this trend has been observed in some cities. The article, using the data on the present number and recent changes in the number of passengers in nearly 100 Polish cities, discusses regression models to explain the factors influencing the diversity of demand for public transport services and its dynamics. The independent variables of the model refer both to the characteristics of cities (their socio-economic environment) and the organisation of services (e.g. organisational and legal forms of local transport companies, tariff policies, etc.). The results show that the density of the public transport network is the most significant factor explaining variation of the demand, while the level of ticket prices is almost insignificant. Demand in the largest cities has also recently been on the increase, but the relationship between the demand and the population size of the city is not a linear one.
The article aims to verify the relationship between the value of real estate and urban renewal. The analysis was conducted for undeveloped land properties traded between 2006 and 2014. In that period, a time trend was set for the real estate from the areas covered by the Local Revitalization Programmes and the areas located in their immediate vicinity. The observed trends of the changes were compared with those occurring at the same time throughout Krakow, as well as in the areas specified in the Urban Revitalization Programme for Krakow as potential revitalization complexes, for which no local revitalization programmes were eventually prepared. In addition, the author analyzed how transaction prices were distributed in space over the specific years. The obtained land value maps were compared with the records of the documents which formed the basis for the urban renewal of Krakow.
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.
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 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 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 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 article is discusses the new concept of harmony limit as an instrument for strategic management of tourism development in tourism destinations. In the author’s opinion, that concept can be used as a basic instrument in creating tourism development strategies, which would help to start or continue the process of developing sustainable tourism. Furthermore, the concept is based on three interdependent elements: pillars of sustainability, multi-stakeholder responsibility and the sphere of needs. The author draws attention to the problems associated with the new concept and offers certain solutions, thereby demonstrating its application value.
The paper proposes a model in which centre-periphery relations defined in an abstract way (from the global level of world system to regional structures) could be analyzed in a perspective of a number of disciplines including: political science (e.g. the Rokkan theory of peripheries and centre-periphery cleavages), sociology (e.g. the Bourdieu’s theory of types of capital) and linguistics (discourse analysis including the code switching and politeness theories). It focuses on the nature of the discourse of the peripheral elites which, as it is argued, live in a two or more dimensional social space and communicate in at least two separate codes (in particular languages): peripheral and central. Using the above mentioned theoretical concepts, an attempt of theorization of the mechanism of mutual perception of centres and the peripheries is made.
This paper is based on data collected during a study (questionnaire survey and in-depth interviews) conducted in selected Polish gminas and focused on selected road corridors. On this basis, social perception of the accessibility of selected services is assessed as well as changes in frequency of road use, quality of life, and road safety. In the case of three road corridors (highways A1 and A4; express road S8), changes in accessibility have occurred as a result of road investments.
The article aims to identify the geographical dimension of social (in)justice in the context of the existing permanent differences in the level of socio-economic development in Poland from the geographical and historical point of view. It also discusses the consequences of these inequalities for development policy on regional and local levels. The study consists of two essential parts. The first one presents synthetic deliberations on the geographical aspect of the social justice discussed. In the second part, an attempt was made to exemplify a geographical dimension of social (in)justice through the analysis of the spatial distribution of the socio-economic development level (a synthetic indicator) and selected partial indicators. In addition, the presence of dependencies of the socio-economic development level and the degree of political support for political fractions proclaiming the slogan of “social justice” was verified. The results of the conducted research confirm the existence of considerable developmental differences in the Polish space. Their strength is historically determined and, despite the passage of time, their pattern invariably corresponds to the former partition boundaries. These disparities are not minimised and the influence of economic growth on the income rise remains limited, especially in economically weaker areas, which leads to growing social dissatisfaction. As a result, one can conclude that in Poland those differences constitute the geographical dimension of social (in)justice.
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.
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).
Branches of international corporations are a significant element of the economic structure of towns and regions, and depending on the degree of their integration with (‘embeddedness’ in) the regional and local economic milieux, they can play an important role in their development. The location of a branch of an international corporation has a multitude of effects in a variety of spheres: economic, social, spatial, and environmental. The effects in the social sphere include the formation of attitudes of the residents towards the investor, which takes place on the basis of the knowledge about the investor and his/her image, and then gives rise to some forms of behaviour towards him. This paper compares the attitudes towards foreign investors of the residents of a big city and a small rural commune. The analysis is based on a survey research carried out among the inhabitants of Poznan city and the commune of Zbaszynek. The attitudes examined in the first case were those towards a branch of the international corporation EXIDE Technologies, which has been operating in the city since 1995, and in the other case, the attitudes towards a branch of the Swedwood corporation, present in the commune since 1999.
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).
The article presents the regional differentiation of several phenomena economic, social, political of the Polish space. It is striking to notice that the patterns of these differentiations are very similar, which proves a well-known thesis of mutual interrelationships that exist between several dimensions of development. The historical underpinnings of these differentiations prove once again that they are the product of "long duration". Both these characteristics the similarity of differentiations and their historical roots lead to a conclusion that the regional policy should assume a modest attitude, since it can change the objective reality only gradually and to some extent. The article ends with some extent. The article ends with some suggestions for this policy.
The paper focuses on issues related to the impact of quality management in local government at the municipal level on the use of EU funds supporting local development. Poland is one of the greatest beneficiaries of structural funds provided for regional development and strengthening cohesion within the Community. Local governments are one of the groups which absorbed most of the funds for 2007–2013. The paper describes how and to what extent the implementation of New Public Management tools in local government administration can guarantee efficient use of EU funds. Three areas of such impact are taken into consideration – the amount of acquired funds, efficient implementation of the projects co-financed by the EU, and the quality of these projects.
The aim of the article is to measure the sustainable development of rural areas of the Wielkopolska region and define the role of the Rural Development Programme for 2007-2013 in reinforcing developmental changes. The conducted research measured sustainable development for the year 2015 (in three dimensions: economic, social and environmental), and shows the spatial variations of the analysed phenomenon. As the next step, the awarded funds were measured and their impact on sustainable development was assessed. The measurements were carried out with the use of a synthetic measure, while the relationship between the level of development and the level of the awarded funds was assessed using analysis of variance. The research comprised rural and rural urban municipalities in the region. The findings demonstrate significant variations in the level of sustainable rural development in the Wielkopolska region.
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.
