European regional support has grown in parallel with European integration. The funds targeted at achieving greater economic and social cohesion and reducing disparities within the EU have more than doubled in relative terms since the end of the 1980. making development policies the second most important policy area in the EU. The majority of the development funds have been earmarked for Objective 1 regions, i.e. regions where GDP per capita is below the 75% of the EU average. However, the European development policies have come under increasing criticism based on two facts: the lack of upward mobility of assisted regions and the absence of regional convergence. This paper assesses, using cross-sectional and panel data analyses, the failure so far of European development policies to fulfil their objective of delivering greater economic and social cohesion by examining how European Structural Fund support is allocated among different development axes in Objective 1 regions. We find that, despite the concentration of development funds on infrastructure and, in less extent on business support, the returns to commitments of these axes are not significant. Support to agriculture has short term positive effects on growth, but these wane quickly, and only investment in education and human capital which only represents about one-eight of the total commitments has medium-term positive and significant returns.
The main objective of the paper is to analyze the impact of 2004?2006 Cohesion Policy on the development of Zielona Gora (a city in western Poland). It concentrates on three key aspects of the development: competitiveness and attractiveness; social and territorial cohesion; and the diffusion of developmental processes. In our research, we have used a variety of methods and sources of information. Our main conclusion is that the Cohesion Policy of that period contributed more to the improvement of the quality of life in Zielona Gora and its surroundings than to its medium- or long-term development.
A high ranking position of Lower Silesia among Polish voivodeships based on its competitiveness, attractiveness for investors and accessibility as well as on its innovative potential is a good starting point for achieving the goals of the Renewed Lisbon Strategy as well as for making it a Region of Knowledge. Innovativeness and attractiveness for investors however are a dynamic status which a region has to compete for in an incessant rivalry with the best ones involving institutional and social partners. The Structural Funds – aptly streamed to and implemented – are only some efficient tools and not a goal itself. An apt profiting by the strong position of Wroclaw agglomeration as well as by experience of Wroclaw Technical University being a local leader of innovation, combined with wider than up till now learning from the experience of Lower Silesia’s partner regions and building an attractive offer for investors in high tech and services will make it possible to achieve final goals indicated in strategies.
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 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.
This article investigates the theoretical background (definition, function, types) as well as practice of evaluation activities in the European Union. The analysis has been led on three levels. The first one is the evaluation use by national administration for the purposes of national public programmes. Second level is the use of evaluation within the EU Institutions (namely European Commission). The last one, is the evaluation of European interventions at the country level. Accent has been put on this last level (the most developed one) that is the practice of structural funds. Author also concludes that despite the evaluation boom in Europe (that has taken place due to the requirements of EU regional policy), the real evaluation utilization and impact on the EU management are poorly recognized. There is a significant gap between number and scale of performed evaluations and the scientific attempts to recognize the real effects and the real utility of evaluation in improving the management of EU programmes and policies.
In this paper, we apply the fuzzy hierarchic process to evaluate the goals and strategic activities of the rural commune of Babiak. The procedure consists in building a hierarchic decision schema with a main goal, subordinate goals, and strategic activities, and using experts` (councillors`) opinions on the state and the developmental possibilities of their commune. Our study indicates that the development of a commune depends mainly on communal roads and sewage system construction, the development of agro-tourism and tourism, and securing EU structural funds and non-budgetary funds for the commune`s development.
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.
Structural funds – instruments of cohesion policy – are aimed to support local and regional development and to speed up regional convergence. For the last few years they have been the main source that enable realization of different activities and investments on local level in Poland. In the light of systematic extension of financial resources provided within structural funds effective absorption of those funds becomes a matter of great importance. Experience of previous implementation period gives some clues on the perspective of use of structural funds provided for Polish regions in 2007–2013 period. The results of previous research showed that effective absorption of pre-accession and structural funds depends on many both material and untouchable factors but the most important for effective absorption is adequate institutional system with procedures of programming, financial management, monitoring, evaluation etc. This paper presents the results of research conducted in 2008. The authors focused on three main areas: experience of 2004–06 period of implementation – identification of successes and barriers of structural funds implementation system, practical use of these experiences to improve institutional system for 2007–13 period and finally priorities of 16 Regional Operational Programmes realized in Polish voivodeships.
The absorption the European Union structural aid, available in 2007–2013 period, provides Poland the opportunity of fast development and improvement of life quality. A regional policy that will effectively use the structural funds may contribute to the improvement of infrastructure, development of entrepreneurship and restructuring of rural areas. The issue of absorption ability has to be considered with particular attention. This study – on the basis of experiences in implementing the Integrated Regional Operational Programme – points out some threats and bottlenecks limiting the potential absorption of funds. The barriers have been identified using the questionnaire based research on the experiences of local governments in the swietokrzyskie region.
The article 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 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 purpose of this paper is to perform a cross-sectional ex-post evaluation of the impact of interventions carried out in the framework of EU Cohesion Policy on social cohesion of Polish cities. Social cohesion has been understood as the ability of modern society to ensure long-term prosperity for all its members, including the provision of equal access to resources, respect for human dignity and diversity, personal and collective autonomy and responsible participation. The study shows a concentration of resources in large system projects, and the greatest progress is seen in the case of education, labour market access for women and availability of medical services. A relatively slower improvement can be observed in programmes concerning social exclusion, supporting disabled people, and culture.
The article deals with determinants of efficient absorption of European Union`s structural funds by local authorities entities. It focuses on factors connected with civil society that distinguish different regions. As it was broadly recognized and explored, the "basis of civil society is the social capital of a region. Social capital includes networks and relationships between people that transmit their shared attitudes and values and therefore influences on structures of common initiatives undertaken by individuals and different groups
in order to fulfill local societies` needs. The author studies to what extent social capital of different regions conditioned by cultural factors influences institutional efficiency of local authorities in Poland in relation to absorption of pre-accession fund SAPARD.
Evaluation is an important element of the public policy cycle, providing information for improving the effectiveness of implemented policies and designing future ones. In Poland, the need for the diffusion of this practice from the field of structural funds to other public policy fields has been discussed for at least 15 years. Although one such obvious direction of diffusion is local government, very little is known about evaluation at this level, and in studies summarising the general evaluation practice in Poland, this strand is omitted. The aim of this study was to assess the extent and characteristics of evaluation practices in the period 2010–2021 in cities with county [Pol. powiat] status. The analysis was based on the information on evaluation studies provided by city halls. Out of the 55 cities that were included in the analysis, 62% carried out evaluations and they completed a total of 469 studies. A systematic increase in the number of studies and the number of cities carrying them out was also observed. The dominant thematic areas were civic budgeting, social policy, and development strategy. The shares of studies carried out internally and those commissioned from external companies turned out to be similar. In contrast, studies of intervention implementation processes dominate over evaluations of intervention effects. This research can serve as a starting point for further, more detailed analyses of the organisation of the evaluation process and its use in local government.
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 paper uses the advanced spatial shift-share method to examine the tendency of some occupational diseases to occur in particular regions and sectors of the economy. The analysis, conducted in the years 2003–2010, concerned groups of diseases, and was based on regional data on occupational disease incidence in Poland according to disease groups. The analyzed variables were relative increments (of rates of changes) of the number of diagnosed occupational diseases, whereas the reference variable was the share of the diagnosed occupational diseases (in particular regions and groups of diseases) in the general number of diagnosed occupational diseases in the country (regional weights). The results of that research were then used to compare classical and non-classical methods of shift-share analysis.
The article addresses the structural–temporal changes in the characteristics of the labour market in the oblasts of the Carpathian region of Ukraine (Lvivska, Zakarpatska, Ivano-Frankivska and Chernivetska) due to the large-scale Russian military invasion of Ukraine. Regional, sectoral and market condition–related changes in the labour market and employment in the region during the war are identified. The article defines the threats to the functioning of the regional labour market, which are related to growing unemployment, increasing pressure on social infrastructure and the domestic labour market, reduction in human resources and the growing trend of relocation of business and skilled workers from the western oblasts of Ukraine to other countries. The policy for social-labour stabilisation of the oblasts in the Carpathian region of Ukraine in conditions of war and post-war recovery is substantiated.
The paper presents the evaluation of Cohesion Policy impacts on diffusion of development processes from cities to their regional hinterlands. We evaluated two things: a) the indicators illustrating metropolitan and regional concentration of population, enterprises, employers, and local governments revenues, and b) the impact of EU funds on the development of municipalities located in the surroundings of large cities (based on local governments survey results). For the first type of analysis, we delimitated the regional surroundings into two zones: metropolitan area and regional hinterlands (the former was only applicable in case of capital cities of voivodships). The outcome of the analysis in this dimension indicates a lack of any significant impact of Cohesion Policy on agglomeration processes in the analyzed spatial scales. However, the studies in the second dimension allow us to identify the thematic categories of public intervention that have the largest relative impact on spread effects from developing large cities to their regional surroundings.
The 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.
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 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.
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
This article contains the in-depth analysis of the distribution of funds from the Road Development Fund (RDF), the Local Government Investment Fund (LGIF), the 100 Bypass Road Programme, and the Strategic Investment Fund for possible alignment bias. It was demonstrated that in the case of every fund except the 100 Bypass Road Programme, municipalities ruled by the United Right received government grants significantly more often, or received higher grants. In the case of the LGIF, the scope of favouring was meaningful. To make the results robust, a set of control variables was used.
Article assesses the administrative capacity of the regional institutions in Poland for implementation of the Integrated Regional Development Operational Programme 2004-2006. Organizational works has been delayed, mainly because of slowing down of the negotiation between Poland and European Commission, lack of required legislative framework and postponement of decisions on central government level. Author presents recommendations for improvement of pace and quality of administrative works in Polish regions. The main conclusion is also importance for general rebuilding of administrative regional framework for future implementation of European funds after 2006. The basic directions for this reform are recommended.
The French territorial system is marked by a historical very large communal dispersion. Strangely the French State, although considered very strong, has never managed to impose the merger of these municipalities, as was the case in most other European countries. This resistance of local elected representatives, often also national parliamentarians, then led the central government to use another strategy: their grouping in public institutions of intermunicipal cooperation (EPCI). The creation of the Metropolis of Lyon is, therefore, very original. Created by the law of 27th January, 2014, it is the only “metropolis” with the status of territorial collectivity and merges on its territory the Rhône department and the former “urban community” of Lyon. This metropolis is thus unique in France, and the authors will tend to verify whether it could serve as a model to follow by other metropolises, considering the case of the first institutionalised metropolis in Poland, namely the GZM Metropolis, which is struggling with structural problems. The GZM Metropolis was established in 2017 by the Polish Parliament’s law and provided with a specific governance regime comparable to the “manager and council model” and decision-making based on a double majority of the municipalities and population. After the first five years of functioning, the leaders of this first Polish metropolis seem to be ready to adjust their metropolitan institutions, understanding its limits and searching for inspiration at the international level.
The article provides a comparison of the dynamic increase in the number of enterprises relative to the working-age population in the private sector in the years 2001–2004 (the immediate pre-accession period) and 2004–2007 (the immediate post-accession period). The study was conducted with regard to the main sectors of economic activity (agriculture, industry, lower-order services and higher-order services), as well as the functional diversity of municipalities, or gminas (urban and suburban categories, transportation corridors, tourism, etc., for a total of 16 categories). The study indicates a decline, inertia, spatial polarisation and tessellated spatial structure of the development dynamic of private enterprises.
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.
The aim of this paper is twofold: to demonstrate development challenges of large Polish cities and to assess the extent to which Cohesion Policy in the 2004?2006 programming addresses these issues. The analysis covers different aspects of EU intervention: sums assigned for particular categories, types of beneficiaries as well as types of large cities. The results allow us to formulate the following observations. The thematic structure of the intervention only partially addresses challenges related to contemporary informational economy, which is due to the cities’ relatively low support for innovativeness and their metropolitan functions. In the analyzed period, the bulk of EU Cohesion Policy funds was devoted to the development of basic technical infrastructure (transport and water management), which was the result of huge underdevelopment in these fields in former years. However, EU intervention had some successes: thematic fields were well adapted to types of cities. Furthermore, most funding was allocated to the largest cities because of the strong involvement of their authorities in EU funds projects, while in smaller cities a significant share of the funds was given to large industrial plants.
The paper is devoted to analysis of the changes of Cohesion policy (more broadly: development policy) in the period 2014?2020. The author analyzes key documents influencing final solutions for that period. On top of that, he analyzes phenomena that can hamper changes, in particular, indecisiveness and leniency of managing services, tolerating negative phenomena like goal substitution and other manoeuvres leading to money spending instead of goal attainment. The author also considers why and to what extent the analyzed hazards may reduce the revolutionary character of long expected reforms.
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.
The paper critically discusses several widespread views about regional development and how it can be stimulated by regional policy. It is argued that in the current development paradigm it is neither possible nor expedient to achieve regional convergence, which in effect would lead to a deep change in understanding the very assumptions of the EU Cohesion policy. It is indicated that external stimuli do not lead to an accelerated growth in lagging regions, which is especially true in the case of infrastructural projects, especially those which are related to incidental events, like expositions or sports championships. One of the most broadly used models for an ex ante evaluation – the HERMIN model – is also discussed.
The article describes the forecasts for the 2004-2006 National Development Plan implementation on the performance of Poland`s economy up to 2010. The estimations are based on the Polish version of HERMIN model. Several development paths for Poland are predicted upon varying assumptions on the ability to absorb the EU assistance, and varying efficiency of use of those funds. In general, it is demonstrated that Poland`s accession to EU will bring a significant economic improvement by increasing GDP growth rate and depressing unemployment rate.
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.
The article is devoted to a critical discussion of several widely accepted principles of regional development and regional policies. It is argued that the in the current development paradigm it is impossible to achieve regional convergence, which should lead to a deep change in understanding the very assumptions of the Cohesion policy of the EU. It is indicated that external impulses do not lead to an accelerated growth in lagging regions, which is especially true in the case of infrastructural projects, especially those which are related to incidental events, like expositions or sport championships. One of the most broadly used model for an ex ante evaluation – the HERMIN model – is also discussed.
The aim of the paper is to analyze the factors determining the likelihood of reelection of Polish mayors. In order to identify the factors impacting the likelihood of reelection, the author estimates the parameters of the binomial model. The results show that spending in the election year, especially on housing, is greatly appreciated by the inhabitants of cities. The mayors who are very likely to be reelected are leaders of cities that are successful in acquiring EU funds, where the labour market is stable, and the material situation of inhabitants and businesses does not deteriorate during their term. Cities that are capitals of voivodeships offer a greater likelihood of reelection, as do those formerly in the Austrian partition or on the so-called Reclaimed Lands of Western Poland. Variables belonging to the domain of sociology of politics have an equally significant impact on the analyzed likelihood.
The aim of the article is to answer the question about the effects of Poland’s accession to the European Union from the point of view of regional inequalities in Poland. We present a neoclassical model of exogenous growth with the balance of European Union’s resources allocated to the cohesion and convergence policy implementation. The model is a generalization of the standard growth model of Solow and Swan. in the paper, we describe the methods of establishing the values of the model variables in a steady state. We perform a retrospective analysis of regional inequalities in Poland for the period 2004–2006 and a prospective analysis based on the models of growth of the Polish economy and the regional economies of voivodships. We draw conclusions about the first effects of the cohesion and convergence programme in Poland and the postulates for the principles of construction of new regional growth models as instruments of description and analysis of convergence and regional inequalities.
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 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 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.
The study focuses on the mutual relations between the quality of government and the implementation of the EU Cohesion Policy in various regional contexts. The research shows quite significant differences in this respect between “convergence-oriented” regions and „competitiveness and employment-oriented” ones. The quality of government has a positive impact on the efficiency of spending of EU funds in both groups of regions, although the dependence is much stronger in the „convergence-oriented” regions. In turn, the scale of EU funds contributes to the improvement of the quality of government, but only in the „convergence-oriented” regions. In this group, changes in the quality of government took place immediately before and after accession to the EU, when the process of adapting the institutional system to the needs related to the implementation of Cohesion Policy occurred. Although the differences in the quality of government between the two groups of regions have decreased, the research shows that in the „convergence-oriented” regions, the potential causative power of EU funds was rather poorly used in this respect.
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”.
Revitalisation, which is defined as a planned process of restoring deprived areas, entails the difficult challenge of achieving long-lasting spatial, economic and social effects. In Poland, the accompanying inflow of European Union funds not only fosters a wide range of activities for entities involved in urban renewal, but also raises a question about the potential dysfunction of investments in deprived areas. Based on the experiences of Kraków, the paper presents some undesirable effects of projects implemented under the Local Revitalisation Programmes (LRP) in the years 2007-2013. The goal of the LRP projects was to promote the rehabilitation of deprived housing areas. The initial results, however, indicate that these projects are characterised by specific pitfalls, which include touristification, uniformisation, gentrification and social polarisation.
The article offers a multidimensional analysis of the dynamics of population ageing in Poland. To this end, the spatial dynamic shift-share method is used. The data used in the analysis include the number of people aged 65 or over per 1,000 population, based on the criteria of sex and place of residence (urban or rural areas) in 72 Polish subregions in the period from 2003 to 2016. The study analyses the pace of changes in the scale of the phenomenon and identifies structural and local factors underpinning the net effect in specific subregions. In effect, subregions with the greatest pace of change and its underpinning factors are identified.
The paper describes the effects of the policy of Polish cities concerning climate change. The study uses a questionnaire carried out in all Polish municipalities, and four case studies. The analysis is based on the concept of local knowledge orders. In Polish local government policy, instead of talking of climate change, the officials prefer referring to efficiency in obtaining external funds, savings, or actions meant to raise the quality of life. The term climate change policy is rarely used.
The goal of this article is to investigate the spatial allocation of human capital investment at the local level in Poland. In particular, this analysis refers to the funds within the Human Capital Operational Programme (POKL 2007–2013). The study is divided into the following parts: extrapolation of the algorithm for allocating the POKL funds between regions to the local level; comparison of the allocation based on the data from the period before the programme with the hypothetical allocation of the same funds based on the measurement done after the end of the programme (the „before-after” method); and a comparison of the intentional allocation of POKL funds with the observed actual absorption of funds at the local level in 2007–2015. The analysis carried out in this article proves that the final effect of POKL allocation at the local level is not a simple extension of the government’s plan of division expressed by an algorithm. The absorption of funds per capita differed between municipalities within individual voivodships, but more funds did not necessarily go to the areas that were particularly structurally burdened (according to the governmental algorithm). The „before-after” analysis leads to the conclusion that, in the period under study, development disparities increased, and development gap between eastern and western Poland deepened. The situation is particularly difficult in the territories of the so-called internal peripherals.
The article attempts to identify and analyze the actions undertaken in the cities of the Wielkopolska Voivodeship in the area of urban renewal in the 1999–2005 period as well as the direct and indirect effects of these actions. In order to reach this objective, we analyze the local renewal programmes as well as other strategic documents launched in the investigated cities. In addition, we employ the survey technique and conduct numerous in-depth interviews with the local actors of the renewal process in order to get better insights into the economic, societal and spatial context of the renewal process. As a result, we show that the actions undertaken by the cities of the Wielkopolska Voivodeship in the realm of urban renewal are hardly integrated (they are not comprehensive and do not complement each other in a given area) and dominated by infrastructural investments. In contrast, the economic and social projects remain rare and their consequences ambiguous. We also identify some unexpected, positive as well as negative, consequences of the renewal process, such as increasing engagement of local property owners, entrepreneurs and associations in the renewal actions as well as the problem of profiteering on the renewed areas.
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 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 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 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 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 aim of the article was to present the methods of operationalisation and measurement of intellectual capital of the region. The methods of fuzzy sets and structural equation modelling were used. The obtained results were the following: (1) the verification of the conceptual model of intellectual capital of the region and (2) measurement of intellectual capital of region.
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.
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.
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 tourism sector plays an important role in regional economies. Its growth could become a driver of socio-economic development of different areas in Poland. The increasing number of visiting tourists has a positive impact on the labour market, and it stimulates entrepreneurship in other regions’ service sectors. Even though some Polish regions have great potential, there persist some substantial barriers to development of tourism: poor state of technical infrastructure, especially transport, significant dispersion of the sector, lack of tourism products, and poor promotion. As no separate policy dedicated to tourism is provided at the European Union level, the development of this sector can be financed from cohesion policy funds. The paper focuses on the use of EU funds for the development of tourism in the Warmia-Mazury region. The results of the analysis show a positive – albeit limited – impact of implemented projects on tourist attractiveness and on competitiveness of tourism sector firms. The effectiveness of the projects is limited due to low interest in cooperation in creating tourism products and to over-investment effects in some projects.
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 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 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 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.
The article presents a comparison of the dynamic for the increase in the number of enterprises as set against the population of working age in the private sector in the years 2001–2004 (the immediate pre-accession period) and 2004–2007 (the immediate post-accession period). The study was conducted with regard had to the main sectors of economic activity (agriculture, industry, lower-order services and higher-order services), as well as the functional diversity of gminas (urban and suburban categories, transportation corridors, tourism, etc. – in total 16 categories). The research points to decline, inertia, spatial polarization and a mosaic like spatial structure to the dynamic for the development of private enterprises.
