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Search for phrase: "synthetic index"
Mateusz Cudo

The aim of the article is to determine the level of urbanness as regards the physiognomy of those settlements which, since 1990, the beginning of systemic transformation, have obtained the status of towns for the first time. The qualitative features of built-up areas were defined using the indicator showing the share of farm buildings, and height using the indicator showing the number of dwellings per residential building. In this way, a group of new towns with a typical rural physiognom existing in Poland (Glinojeck, Radłów, Świątniki Górne) was obtained, and settlements centres with unfavourable synthetic index values in the Zachodniopomorskie Voivodship (Gościno, Stepnica) were specified. Their example demonstrates the imperfection of the requirements and suggests that the procedure for granting urban status should to a greater extent take into account the physiognomy of potential towns and verify that aspect of urbanness.

Marta Götz
Neither the history nor the theory of economics indicates unambiguously the sources of high yet stable economic growth. The aim of this paper is a thorough assessment of various growth determinants in German Bundesländer in the years 1991-2009 in terms of both current levels and recent developments. In order to evaluate the economic growth potential the summary index (SG) encompassing various dimensions of economy has been constructed and carefully calculated. Such an approach gives a holistic and comprehensive view on economic growth factors, encompassing business and political dimensions prevailing in the media and a scientific approach drawing on a specific methodology. Our results confirm to some extent earlier studies pointing to existing West-East discrepancies in Germany. However, one must not ignore achievements of the new Bundesländer as measured by positive time developments. Conceptual framework put forward shall be seen as scaffolding, at the same time synthesizing and differentiating various growth determinants, a possible “navigation tool” for other case studies.
Janusz Heller, Alicja Joanna Szczepaniak
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.
Marek Furmankiewicz, Joanna Stefańska
This paper presents analysis of different connections between institutional participants of three area-based partnerships (LEADER Local Action Groups) that have been created in rural areas to coordinate actions which contribute to social and economic development of the respective regions. The relations in three partnerships located in different historical-cultural regions of Poland were analysed in the context of the social capital concept, using basic network relation indexes. Various types of interactions between agents (coordination, conflict, co-operation, control and competition) and flows (information, financial assets, human resources and tangible resources) have been analysed.
Przemysław Tomczak, Agnieszka Latocha, Dominik Sikorski, Robert Szmytkie, Katarzyna Kajdanek, Paulina Miodońska

The study proposes a method of designating areas at different levels of socio-economic development (problem, success areas, and the intermediate stages between them). In the adopted research procedure, the above-described areas were identified on the basis of a synthetic indicator, which took into account six features assigned to two thematic categories (socio-demographic and economic-technical). The years 2003–2019 were assumed as the research period. The applied dynamic approach made it possible to trace the path of socio-economic development of the surveyed units within the proposed four types of areas. The obtained results refer to rural and urban-rural municipalities of Dolnośląskie (Lower Silesia) Voivodship (województwo), with a particular emphasis on the Kłodzko district (powiat), which has been considered a problem area for many years.

Mariusz Malinowski
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.
Roman Kosmalski
The aim of the paper has been to determine the reasons for technological in effectiveness of the economies of Polish regions (i.e. voivodeships). In order to do so, we have used the modified method of non-radial Data Envelopment Analysis, which allowed us to determine partial indexes of technological effectiveness separately for the labour factor and the material capital factor. As a result, we have been able to state that the main source of tech nological ineffectiveness of technologies used in regional economies lies in relatively lower and spatially differentiated technological effectiveness compared to the technological effectiveness of the material capital factor. In view of the results, we have extended the study over three sectors of the economy and considered the substitution processes occurring between them. Adapting such a research objective has made it possible to identify the reasons of the ineffectiveness of the analyzed economies and of those characterized by a relatively low technological effectiveness. A technology has been proposed which will help to overcome the technological inadequacies in the most effective way.
Borce Trenovski, Gunter Merdzan, Filip Peovski

Sustainability of municipal finance implies steady revenue generation. Pinpointing their determinants creates the necessary background in their management and policy creation. Great municipal dependence on central government finance remains a serious challenge in the process of fiscal decentralisation. So far, studies have been focusing on the expenditure side, while revenues were treated mostly marginally. A random-effects Generalized Least Squares (GLS) panel regression for the period of 2015–2019 is estimated for targeting revenue determinants of municipalities in North Macedonia. Own and total tax revenues are modelled separately through the impact of capital expenditures, salary expenditures, active transparency index, municipality type, and local government’s ideology. The general results indicate that capital expenditure, municipal transparency, and the level of development are significant determinants of municipal revenues in both estimated models. Using such knowledge on municipal revenue reactions can help governments formulate policies that provide sustainable and effective fiscal decentralisation, lowering the pressure on central governments in developing economies.

Dominika Wojtowicz, Anna Baczyńska

Globalisation – characterised by dynamic economic growth, increasing exploitation of the natural environment, and deepening social inequalities – brings negative consequences and is strongly perceptible also in local communities. A new approach to development policy based on the idea of sustainable development must be incorporated into local governments’ strategies, programmes, and actions. We adopted exploratory approach to determine the level and identify the spatial patterns of sustainable development of Polish poviats. The aggregated (synthetic) indicators of economic, social, and environmental development were developed to analyse the spatial patterns of the poviats’ development trends. Our research shows that in Poland there are overwhelmingly more poviats characterised by lower development than those better developed in all three analysed categories. Hierarchical analysis using the Ward’s method revealed that Polish poviats can be divided into three relatively homogeneous clusters in terms of development levels. The largest group consists of poviats characterised by the relatively lowest level of sustainability in economic and social areas, and the highest – by environmental development. Analyses using the Moran method made it possible to determine the so-called spatial regimes of clusters. The captured spatial relationships indicate that selected poviats have a significant impact on the level of development in the neighbouring poviats.

Janina Kotlińska, Anna Mizak, Anna Krawczyk-Sawicka

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.

Kamil Nowak

The article presents a synthetic assessment of the diversity of the housing situation in Polish communes in the context of ongoing demographic changes. In addition, it presents an original method of typological research combining measures of the housing and demographic situation for all 2,477 communes in Poland as at the end of 2021. The scope of the study covered the years 2011–2021. The article identified that both functional urban areas and coastal municipalities have their own specificity in terms of housing and demographic situation, to a lesser extent this phenomenon affects mountain municipalities. It was also pointed out that the lack of a place-based policy in the National Housing Program makes it difficult to shape the national housing policy in a manner adapted to local and regional conditions.

Vesna Garvanlieva Andonova, Borce Trenovski

Local governments in the Western Balkan countries are dependent on central governments’ transfers, with low fiscal autonomy and limited efforts for own-source revenue mobilisation. The paper identifies that besides central government transfers, other significant factors in determining municipal own-source revenues include central and local public investment, current expenditures, human development index, and population density. Municipal own-source revenue is adversely affected by intergovernmental transfers, implying their de-incentivising effect in collecting local revenues. Local capital expenditure is a significant and strong determinant with a higher strength than central government investments, suggesting their importance for local fiscal autonomy. The human development index as a composite measure, unlike GDP per capita, positively affects the municipal fiscal autonomy.

Paweł Swianiewicz

The article presents the history of decentralisation reforms in Ukraine beginning with the last decade of the 20th century until the end of the year 2021, with a special focus on the territorial-administrative reform implemented in 2015–2020. The level of local autonomy in Ukraine is compared to the local autonomy index in other European countries, which was created on the basis of the same methodology.

Olena Zayats, Olena Pryiatelchuk, Maryna Korol, Mykola Palinchak, Ihor Korol

Current glocalisation processes require the identification of priority areas for Ukraine’s further integration into the international economy. The right choice of direction, tools and forms of implementation allows the government to determine, justify and implement a competitive strategy for the country. The study aimed to determine the relationship between international economic integration and Ukraine’s global competitive power. Identifying Ukraine’s sectoral comparative advantages in trade with the EU and evaluating the index of the regional orientation of Ukraine for specific groups of goods and services made it possible to define the effects of economic collaboration with the European region. The assessment of the complementarity index of Ukrainian–European trade relations revealed that Ukraine and the European Union are main trading partners. Furthermore, the analysis of the mechanism of the Association Agreement between Ukraine and the European Union proved that the agreement actively contributes to the growth of Ukraine’s global competitive power. Comparative analysis in historical retrospect revealed priority areas for  improving the integration processes which help to form the main competitive advantages of the country.

Katarzyna Sadowy
The paper presents the problem of measuring and evaluating human well-being and socioeconomic development. The goal of the paper is to introduce the term ‘life dignity’, to define it and specify its relation to such terms as living standards and quality of life, and, more importantly, to show the advantages of using life dignity as a benchmark for evaluating urban public space. The term ‘dignity’ is used in other fields of research that have already recommended directions for constructing the index and measuring methods.
Paweł Kliber
The author investigates the problem of convergence of Polish regions towards their stationary stable states in the Solow model. The article shows how it is possible to estimate the conditional and unconditional ?-convergence with the panel methods. The estimations using panels with fixed effects are performed, which allows to estimate the growth rates of labor productivity (technical progress) and to check the differences between regions with respect to the productivity.
Paweł Swianiewicz, Urszula Klimska
The article discusses political leadership in local government. Change from traditional local government to local governance requires also institutional changes and new roles played by local leaders. The notion of political leader is limited to persons having democratic legitimacy for their role played in local politics. It excludes people, who might be influential but remain outside formal democratic institutions of local government. The article distinguishes between type (which depends on formal institutional settings) and style (more dependent on personal characteristics) of leadership. The article discusses selected theoretical concepts of type and style of leadership and tries to refer them to Polish local governments. Recent Polish reforms have brought a change from the type which was close to a collective model to one closer to a strong mayor form. Analysis of four initiative in 2 Polish cities (Poznan and Ostrow Wielkopolski) allows to formulate some conclusions on citizens’ perception of actual styles of local political leadership. The largest proportion of citizens in analysed cities prefers a style which is close to consensus facilitator. But in a real behaviour of leaders, citizens see more of city boss style, which might be characterized by the implementation of an own vision with internal resources existing within local government structures. Comparison of citizens’ preferences with the perception of actual behaviour of leaders allows to compute an Expectation Gap Index. The gap is usually quite narrow in initiatives focused on the construction of broad development programmes, but it becomes wider if we turn to more concretely focused projects.
Paweł Swianiewicz, Julita Łukomska
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.
Paweł Swianiewicz, Katarzyna Szmigiel-Rawska

The purpose of the research presented in the article is to assess the effects of the 2015 amalgamation of the Zielona Góra city with the rural commune of the same name on the quality of local democracy. The second goal is to examine the phenomenon of free riding on the common pool in the context of the local-level territorial reform. The analysis, based on a quasi-experimental scheme using the synthetic control method, unlike previous studies, did not confirm the free riding hypothesis. The results of the study also indicate that the strategy implemented in Zielona Góra can be useful in achieving an intermediate political goal, which is to ensure the residents’ approval of the reform and legitimization of its results.

Robert Perdał, Paweł Churski, Tomasz Herodowicz, Barbara Konecka-Szydłowska

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.

Janusz Heller
The aim of the research was to identify and measure the level of economic freedom across the EU at the turn of the 20th and 21st centuries. Special attention was paid to the changes in (i.e. liberalization of) the Polish economy. The basis of the comparative analysis between the 25 EU countries (excluding Malta and Cyprus) was provided by data acquired from the annual economic freedom study conducted by the Heritage Foundation and the Wall Street Journal in the years 1996–2008. The overall economic freedom index consisted of the average from marks for 10 different features – more detailed criteria. The average index acquired from all 10 features was the basis of a country’s mark for the level of liberalism (economic freedom) or statism. The proposed methodological approach, in which the two main currents of statism and liberalism are exposed, was especially useful in evaluating the processes occurring in the Polish economy. The results of the research show that, in the group of 15 countries of the “old” EU, 10 can be considered more liberal. This group includes, as the most liberal EU state of all, Ireland. The second group is formed of 5 countries apparently less liberal, i.e. Spain, France, Portugal, Italy and Greece. Poland is found to be the most statist country anywhere in the EU, notwithstanding its status (along with the Czech Republic and Estonia) as one of the three leaders of liberalism in the first years of transformation. In this situation it is hard to identify the Polish economy with advanced or even excessive liberalism. It is – according to the present standards – a rather state-controlled economy, albeit with certain but scarce elements of liberalism. The research shows that the economic crisis which occurred from mid 2007 cannot be identified only with the liberal economy, even though the implemented methods of dealing with the crisis seem to point to such a source. Statist solutions prevail here, but some liberal methods appear as well. A solution to this dilemma can only be anticipated after several years have passed.
Dominika Zwęglińska-Gałecka

The article attempts to indicate the hypothetical spatial extent of the process of rural gentrification. To this end, using the extended case method, the author elaborates on the rural gentrification index that has been developed by describing demographic, social, economic, and spatial changes. This approach made it possible to identify areas where the phenomenon in question is the most active. It turns out that the potential range of gentrification in Poland mainly includes counties located near large cities – especially those located in central, northern, western and, south-western parts of Poland – which could be described with the English-language term as city’s countryside.

Mieczysław Adamowicz, Paweł Janulewicz
The aim of the paper is to define and evaluate the level of local socio-economic development of largest cities in Poland, as well as the differences and disproportions which appeared between them in the years 2010-2012. The subject of the research were 30 cities in Poland whose population exceeded 120 thousand. These cities fulfil key roles in the country. A literature review and an empirical analysis were used as the base for this work. The data from the Local Data Bank (by CSO) were analyzed with the use of one of the taxonomic methods – the Hellwig development pattern method. Originally, 67 diagnostic variables were examined which, after verification, were cut down to 42 variables. Five groups of variables were distinguished: demographic figures, quality and availability of cultural and educational services, labour and social security conditions, housing conditions, and economic potential. Statistical description of the cities was prepared for all the groups of variables. The differences and disproportions between the cities were revealed. After reduction, 21 variables were used. Four groups of cities representing different levels of local development were distinguished. The results of the research allow for a comparative assessment of each city with reference to its characteristics. The research results showed substantial differences and disproportions in the level of local socio-economic development of the surveyed cities. The used method proved to be an adequate tool for local development analysis. The synthetic measures and indexes proved to be a useful tool of city management.
Grzegorz Krawczyk
The aim of the paper is to analyze the level of economic development and its dynamics in the cities and towns in the eastern region between 1995 and 2015. The objects of the study were 54 cities and towns of the region. The source of the data for the analysis was the Local Data Bank of the Central Statistical Office. Taxonomic analysis, no-pattern method was used for the study. Ten variables were analyzed during the studied period. They were divided into those referring to budgets of municipalities/communes, national economy entities, and the labor market. As a result of the analysis, it was discovered that 50 cities and towns showed signs of development in the period. It was observed that the diversification of the level of economic development of cities and towns of the eastern region in the spatial layout did not decrease. It was also stated that the accession of Poland to the European Union had an impact on the growth of dynamics indexes of changes for the towns and cities.
Roman Kosmalski
The present article aims to determine which factors contributed most to a differentiation of productivity levels of Polish voivodeships in the years 1998-2008. The author applied a non-parametric DEA method (Data Envelopment Analysis) and the Malmquist productivity index. The use of the latter allowed the author to distinguish three components of changes in productivity: changes in relative efficiency, technological progress and accumulation of real capital. As a result, sources of changes of productivity in the studied time period were found and recommendations for regional policies were formulated.
Natalia Bartkowiak-Bakun

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.

Elżbieta Roszko-Wójtowicz, Maria M. Grzelak
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.
Marcin Wiśniewski, Natalia Łukaszewska
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.
Robert Pater, Rusłan Harasym, Tomasz Skica
A measure of economic development for regions is proposed in the form of a multicomponent index. This measure is composed of the following aspects: technology, infrastructure, human capital and social capital and defied by an array of indicators. Such a measure has significant advantages over the most commonly used indicator of GDP per capita. The statistical data based on which it is built are freely available and with a much shorter time lag than GDP at the regional level. This indicator makes it possible to depict economic factors behind long-run economic growth as well as to include less measurable factors such as social change, environmental degradation, etc. On the one hand, the proposed indicator comprises symptoms of the quality of life, and on the other hand, it includes factors which are essential for long-run economic growth and productivity. The authors show usefulness of such an indicator for policy formulation, which is rarely pointed out in the case of other indexes and is especially important at a time when long-run economic growth, and also development, in high-developed countries is endangered. The authors also discuss some general aspects of constructing indexes of economic development for regions, e.g., the often omitted problem of inclusion of cyclical indicators in the indexes of development. Empirical analysis of the proposed indicator is made for the NUTS-2 regions of Poland for the years 2009–2011.