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 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.
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).
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 article presents possibilities of adapting the impact evaluation methodology to the evaluation of public intervention in road infrastructure. In the first part of the article the authors present the principles of the impact evaluation methodology, which serves to evaluate real effects of an intervention, as well as examples of evaluation projects prepared with the use of this method. The authors present their own empiric study, which was the first application of the methodology in the road infrastructure sector. The article concludes with a critical analysis of the method, especially concerning its reliability and potential usefulness in road infrastructure.
The subject of this article is historical urban development, localization-specific and cultural urban heritage of the Georgian capital city of Tbilisi. All the urban development periods, from the very beginning until today, are described in a chronological order. Also, the author discusses general legal principles of urban space development applicable in this country. In all the cases, the author seeks to clarify the legislation problems and to discuss some examples of urban management of the twenty-hundred-years-old urban space. The text is based on the: (1) urban rehabilitation and revitalization documentation of Tbilisi, prepared in 2000 within an international project financed by the European Council and The Georgian Cultural Heritage Foundation, published in Strasburg in Georgian, French and English languages (Tumaniszwili 2001), (2) empirical documentation prepared in 2003–2006 within the international Project AIA and (3) historical documentation gathered in Georgian and foreign libraries in 1998–2008.
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 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.
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.
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.
Bohdan Gruchman, Ewa Nowińska-Łaźniewska, Izabella Parowicz, Alfred Kötzle, Gunda Huskobla, Agnieszka Osiecka
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.
EU Funds received by the Polish economy in 2007–2013 in some part have also been used for revitalization activities. However, the rank of these activities was not the same in particular regions, as evidenced by, among others, the rank of revitalization in the Regional Operational Programmes and the amount of funds earmarked for regeneration. A significant difference was observed in relation to the selection process of the projects. This procedure examined on the examples of the Lower Silesia, Lesser Poland and Podkarpackie voivodships determined the final result of the revitalization at the regional scale, varying the type of beneficiaries, as well as the number and size of co-financed projects. Conclusions that follow from the analysis become particularly important in view of the new programming period 2014–2020.
The aim of this paper is to analyze the effectiveness of raising and spending EU funds by the local government in Lublin in the first period of the Polish accession (2004–2006). The criteria of effectiveness we use are: increase of city competitiveness (attractiveness) and creating conditions for diffusion of development processes into the region. Compared to other Polish cities, Lublin had trouble raising EU funds. Besides, there was no innovative strategic vision of their spending. As a result, EU Cohesion Policy improved Lublin’s competitiveness and contributed to the development of the relations between the city and its region only to a small extent.
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 paper reviews issues related to traditional food from the perspective of its producers and region development. Research conducted during the Poznan International Fair “Polagra 2006” among producers was used in the paper. This examination brought attention to problems stemming from the functioning of such basic ideas as regional and traditional products, including consumers awareness of such products, as well as the current possibilities of epidemiological – veterinarian rules and norms. A separate issue discussed in the paper concern barriers in the development of rural areas and possibilities of eliminating them by means of financing from the European Agricultural Fund for Rural Development.
This paper examines the impact of the implementation of participatory budget (PB) projects on the development and creation of public spaces in the city. The first part of the paper describes the main assumptions and models of participatory budgeting as well as the legal basis and rules of PB implementation and financing in Poland. In the second part, those are confronted with the implementation of PB (civic and green) in Lublin in 2015-2019. In the third one, detailed analysis of the PB rounds 2015-2017 show that 86% of investment projects submitted and 87% of projects selected for implementation were directly associated with activities in public space. Furthermore, the spatial distribution and thematic scope of those investments in 27 districts of Lublin in relation to 10 categories selected by the authors as well as the motivation and activity of residents of individual districts in applying for projects were presented. The fourth part shows the changes in Lublin’s public spaces caused by the implementation of PB projects and Lublin’s experience in relation to other cities in Poland. The summary includes recommendations on how to effectively implement BP to create a high quality public space in cities. Three aspects are distinguished: 1) organizational and procedural; 2) mobilisation of the stakeholders and 3) implementation of projects.
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.
The article analyzes decision-making councils of Local Action Groups operating in Axis 4 LEADER Rural Development Programme in three Polish regions which were described in the literature as differing significantly in terms of their historical and cultural backgrounds. According to the concept of governance, implemented in programmes such as LEADER, the influence of representatives of various sectors of the economy on local decisions should be balanced and, in accordance with the rules of the support programme, no more than 50% of council members should represent the public sector. This provision, included in formal documents of Local Action Groups, is designed to ensure that non-public sectors do have some impact on council decisions. However, in the three studied regions, the real participation of mayors, officials and executives of the public sector was from 15 to 21% higher than in the official data, and in about one-third of the surveyed organizations it exceeded 50%, which gave the public sector representatives the dominant role in decision-making and selection of eligible projects. This practice was very similar in the studied regions, and is discussed in the context of the concept of governance, as an example of tokenism.
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 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 present paper focuses on creative clusters in Poland. Its main goal is to determine the factors behind the establishment of creative clusters and the factors limiting their activity. The study is based on data provided by cluster facilitators, and the CATI and CAWI methods are used for analysis. The study shows that the most important factors contributing to the creation of clusters are internal: the willingness to cooperate, especially between knowledgeable entities, and to strengthen market position and the range of influence. The barriers are: reluctance to share knowledge, the advantage of rivalry over cooperation, poorly perceived flow of employees in clusters (internal factors), as well as dependence on external financing and lack of interest on the part of local government units (external factors).
The paper’s main objective is to present the importance of the quality of life in the context of one’s emotional attachment to one’s city. The paper offers an in-depth discussion of some aspects of quality of life and place attachment. The relationships between the phenomena are also discussed. The analyses were conducted based on empirical data from the research project: Social and human capital as factors of the development of the region of Łódź. The project was funded by the European Union. The survey research was conducted on a representative sample of inhabitants of the Łódź voivodeship aged 16–65. The total number of conducted interviews was 2005. However, in the paper, the authors focused exclusively on the inhabitants of Łódź (N = 560). This post-industrial city was chosen on purpose. Firstly, this former centre of Polish textile industry lost much of its industrial function as a result of globalization and transformation. Secondly, the city authorities are planning to conduct a comprehensive process of city revitalization. The aim of the revitalization is to improve the quality of life. This is why the quality of life and place attachment in this post-industrial city were considered very interesting from a scientific point of view.
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.
The article discusses the results of empirical research conducted in ca 50 municipalities located in four Polish regions. The authors conduct desk research of official documents, questionnaires and in-depth interviews with local government staff and politicians, and present differences and similarities in opinions on various Operational Programmes. The article discusses all stages of applying for EU grants: from selection of an Operational Porgramme to the final decision of the Managing Authority on the list of selected projects. It refers to issues arising from formal procedures, the passionate character of the competition for funds in individual Operating Programmes, as well as informal mechanisms of influence on the outcome of the selection processes. Unlike earlier research, the article discusses the changes in the Programmes implemented within the 2004-2006 and 2007-2013 perspectives.
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.
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 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 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.
The aim of our research is to evaluate the level of economic independence and its influence on political system changes in different groups of local government. The research shows that the decisive factor in differentiating economic independence of local governments is the level of urbanization. In urban self-government, its own revenues surpass 50% and sometimes even 60%, whereas in rural areas (defined as rural communes and land districts) they reach about 30%. Such marked differences can cause local governments to develop in two structurally different directions.
The study discusses the processes of reactivation of passenger rail traffic in Poland in the years 2000–2020. After the reductions of the railroad network carried out before 2000, a renaissance of passenger transport could be observed. In the period under study, 63 sections of the railway lines were reconstructed. The total length of the reactivated routes was 1992 km, of which the electrified sections covered 549 km of the network. The largest areas of the concentration of reactivation activities were identified in south-eastern and northern Poland. The average speed on most routes was 65 km/h. The transport offer for 55% of the lines was based on more than six connections per day. Inconsistencies were also identified: out of 63 routes, passenger traffic was suspended again in 20 sections. Three types of reactivated routes can be identified, most of which are blindly terminated routes. The identified processes of reconstruction of traffic systems after 2000 represent yet another phase of railroad operations in Poland, after the previous phase of intensive regression and underfunding.
Education is a field which is not subject to unification in the European Union. Education systems in the EU countries differ, among others, in terms of: sources of funding, provision of basic education, participation in the education and training system, and functioning of higher education. The main aim of the present study is to compare education systems in EU Member States using statistical methods of linear ordering of objects. The study posits lower effectiveness of individual indicators that characterize education. It is focused on a synthetic evaluation of education in EU countries using Hellwig’s modelling method. This approach makes it possible to prepare a ranking and to determine the distance separating Poland from the best (model) education system.
