The paper proposes a model in which centre-periphery relations defined in an abstract way (from the global level of world system to regional structures) could be analyzed in a perspective of a number of disciplines including: political science (e.g. the Rokkan theory of peripheries and centre-periphery cleavages), sociology (e.g. the Bourdieu’s theory of types of capital) and linguistics (discourse analysis including the code switching and politeness theories). It focuses on the nature of the discourse of the peripheral elites which, as it is argued, live in a two or more dimensional social space and communicate in at least two separate codes (in particular languages): peripheral and central. Using the above mentioned theoretical concepts, an attempt of theorization of the mechanism of mutual perception of centres and the peripheries is made.
The main goal of the article was to verify gains and losses coming from participating in the global economy in the light of the core–periphery theory. It turned out to be undeniably true that transfers of industrial production to peripheral countries lead to higher living standards and indirectly favour political stability in core countries, while the hypothesis that the global financial market is a tool for exploitation of peripheral countries was proved to be false. The author established that financial speculations in core countries cause political destabilization in peripheral countries, and disproved the hypothesis that the higher the participation of periphery countries in the global economy, the higher the losses they suffer and the higher the advantages in core countries.
The article is devoted to the changing ways of interpretation and description of a region. It shows the interrelations between particular approaches and the connections between changing concepts of a region and different stages of social change. Three main approaches to regional studies are emphasized: the chorological tradition, Regional Science and contemporary social and cultural interpretations of region. Each approach is presented in three perspectives: theoretical, methodological and practical. The changing role and meaning of geographical research in regional studies is analyzed in the concluding comments.
In the last years, the knowledge economy approach has started to gain strength in the analysis of the economic and social reality. The author presents four fields that characterize the knowledge economy, namely: the acceleration of the knowledge production, intangible capital increase in the macroeconomic field, innovation as a dominant activity and revolution in the knowledge means. The main objective of this text is to find a relationship between two great phenomena knowledge economy and regional development landed on a concrete region (Central Region of Mexico). Essential to this analysis is the inclusion of the third great current phenomenon: globalization. Article presents also an overview of the conceptual framework of knowledge economy and its relationships with the Central Region of Mexico. The main hypothesis of this work consists of giving an answer for the question: Are there any possibilities for this region to join the knowledge-based economy, taking into consideration the existing elements of such an economy here? The last part of the article gives some data that describe the development level of the knowledge economy in the Central Region in three aspects: abilities, efforts and outcomes.
The article is demonstrates the differentiation of the intensity and characteristics of entrepreneurial activities in Belarus. With respect to many features, Belarus seems to be divided into the western and eastern part, that is, between the territory belonging before World War II to Poland and USSR. The eastern part is more urbanized (76% of urban population comparing to 60% in the west), includes largest cities and has better education indicators that the western part. As the entrepreneurship is highly correlated with education level and the degree of urbanization, it is not surprising that small business is most intense in Minsk and eastern Belarus. However, of the areas characterized by similar urbanization and education level, but located at different sides of the pre-war border, the entrepreneurship is decidedly more developed in the west. The research was conducted in the two regions: Grodziensk (western Belarus) and Witebsk (eastern Bealrus). It showed that the entrepreneurs from the western part of the republic are more free market oriented. While they main request from the central government was simply: less regulations, their counterparts in the east demanded rather more direct support from the state. This difference is the legacy of historical divisions and closer links of the western Belarus with the market economies of Poland and Lithuania.
What we today call the social space, what we can see in our houses and outside of them, was initially established by the Old Testament. The people of Israel governed and changed it, creating the patterns that exist till our time. It’s easy to find the systems of town building in the Old Testament. Also the division of space into centre and peripheries and between the sphere of sacrum and profanum are clear. Moreover, the Old Testament shows us the process of spatial transformation – from the unnamed to symbolic places.
The aim of the following article is a comprehensive review of the cluster theory. Article starts with the discussion on the new approach towards regional and local development. In the first part author presents and discusses spectrum of concepts related to clusters such as: Marshallian industrial district, Italian industrial districts, new industrial spaces, mezo-systems, local innovative milieu, learning regions, and regional innovation systems. The core of the article is the analysis of the cluster approach: its theoretical inspiration and background, definitions, its specificity, effects of clusters described in literature, strength and weaknesses of this approach. The last part of the article is devoted to the practical issues – examples of cluster-based policies. This short review covers the initiatives undertaken in the countries of European Union.
This paper is a comparative study of main social theories of urban development in the last fifty tears. The author presents various approaches and social theories from across the world. He divides the after-war period into three phases according to the profound social changes. the first one covers the years of ending the post-war reconstruction of economy, infrastructure and cities damaged by the war. the second phase includes "the golden years" between approximately 1955 and 1975, when the formation of different types of welfare state, but mainly the urban population growth, suburbanization and metropolization processes and improvement of living conditions and urbanities took place. the third phase, covering the years between 1975 and 2000, is marked by the first signs of the decline of the welfare state accompanied by deepening social inequalities increasing urban poverty, marginalization of some groups of the population, political radicalization and urban conflicts as well as by urban and regional polarization.
This article presents, from a sociological perspective, selected methodological issues concerning urban studies. The authors of such studies either create theories of a city’s rise and fall or describe a changing urban reality, investigating the history of cities. Examples of the first approach are the more or less formalized works of Louis Wirth or Richard Florida, as well as Geoffrey West’s and Louis Bettencourt’s quantitative concept.. The second type of studies is represented by Max Weber, Fernand Braudel and others. The author, although he is not denying the merits of the first approach, claims that the descriptive-historical perspective has so far been more useful in explaining the process of urban development.
The article was published in Polish in "Studia Regionalne i Lokalne", 2/2004
The paper offers a review of the evolution in defining and describing regions, showing mutual relationships between particular approaches and logical succession between various analytical concepts of the region. The analysis highlights the strong relationship between individual theories and overall social change. Three main approaches to regional research are outlined: the chorological approach, Regional Science and contemporary social and cultural interpretations of the region. Each approach is presented in three perspectives: theoretical, methodological and practical. The changing role and status of geographical research in regional studies is also discussed.
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.
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.
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.
The paper proposes a model in which centre-periphery relations defined at a high level of generality (from the global level down to regional structures) can be analysed from a perspective of a number of disciplines, including political science (e.g. Rokkan’s theory of peripheries and centre-periphery cleavages), sociology (e.g. Bourdieu’s theory of the forms of capital) and linguistics (discourse analysis including code switching and politeness theories). It focuses on the nature of the discourse of peripheral elites which, as it is argued, live in a two or more dimensional social space and communicate in at least two separate codes (particularly languages): peripheral and central. Using the above mentioned theoretical concepts, the paper offers an attempt at theorisation of the mechanism of mutual perception of the centre and the periphery.
For some time local governments and urban politics have been undergoing significant changes related to the change of the traditional welfare state model. These changes have concerned economic, political and management dimensions. While describing these processes numerous authors refer to the notion of New Public Management. This article discusses three theories which have been created to help in interpretation of on-going processes. New Political Culture theory by T.N. Clark stresses value and economic changes and underlines their implications for changes in styles of local politics. Local governance theory developed mostly by Peter John concentrates on shape of local government institutions. Another T.N. Clark’s theory of the “city as an entertainment machine” focuses on evolving mechanisms of local economic development and their impact on policies adopted by urban governments. The paper formulates questions and initial hypothesis about applicability of these concepts to Polish environment.
The aim of the study is to examine the impact of the amendment to the Municipal Self-Government Act (hereinafter: MSGA; Journal of Laws 2018, item 994) on the implementation of participatory budgeting (PB) in 2019 and 2020 in Polish voivodship cities. Using the desk research method, 36 PB regulations and over 3.4 thousand projects were selected for implementation in 10 categories: 1) sports (investment and other), 2) leisure and recreation (investment and other), 3) construction or modernisation of sidewalks, 4) construction or modernisation of streets, 5) pedestrian walkways, 6) parking lots, 7) lighting, 8) city bicycles (bicycle infrastructure), 9) modernisation of buildings, and 10) other (e.g. educational, cultural, training). Detailed studies were carried on the influence of legislative changes on: 1) financial mechanisms; 2) principles and organisation of the budgeting process; 3) generic structure of projects; 4) participatory budgeting model. In order to verify the results obtained, changes in the PB regulations not resulting from the MSGA provisions were additionally analysed. It was shown that the amendment to the Act had a significant impact on the implementation of PB in all the analysed cities. The changes mainly concerned the financial and formal-organisational aspects of participatory budgeting process. The most crucial ones include: increase in the size of the overall subsidies (in 15 cities), modification of the distribution of the financial means (9), introduction of letters of support at the stage of project submission (7) and appeal procedure (9). Among the “non-statutory” activities, the abolition of age limits in the remaining 7 cities should be mentioned. These activities brought positive effects on the increase in turnout (15), the number of projects selected for implementation (12) and their average value (13). On the other hand, the changes in MSGA did not affect the generic structure of the projects (in both years, in 10 cities the category “leisure and recreation” prevailed, and 1149 projects from this category were selected for implementation). The final unification of the PB implementation model in Polish voivodship cities has been completed. Finally, three modes of PB implementation according to the new rules were indicated: financial, procedural and combined.
Neoclassical economists usually think of “microfoundations” before they come to macroeconomics. We claim exactly the opposite: every microeconomic theory should be grounded in a credible macroeconomic model. Such a model may be the classical paradigm and Kaleckian economics, which are fundamentally different from the neoclassical paradigm. Thus, we will prove the following thesis: political economy is better than the neoclassical theory at describing and explaining contemporary regional development processes. State policy has a fundamental role to play in shaping regional development, while local authorities may perform an auxiliary function.
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).
Uptade from 2.03.2021: Parts of this article were subsequently used in the following publication: Pawel Swianiewicz & Anna Kurniewicz (2018): Coming out of the shadow? Studies of local governments in Central and Eastern Europe in European academic research, Local Government Studies, DOI: 10.1080/03003930.2018.1548352
The article is an analysis of the changing role and position of research on local governments in Central and Eastern Europe in the mainstream European studies. The article refers to dependency theory (Wallerstein, Prebish) applied to scientific research. It classifies Central and Eastern Europe as a half-periphery of academic research. Empirical analysis consists of two parts. The first – qualitative – is a review of the most important comparative studies of European local governments and includes discussion of the role of local governments and researchers from the Eastern part of the continent in those studies. The second – quantitative – is based on an analysis of articles published in the best international journals and citations of those articles in the Scopus database. The authors of articles on local governments in Central and Eastern Europe are divided into two groups: “locals” and “colonisers” – i.e. academics from Western universities conducting their research in Eastern Europe. The analysis covers 14 countries of Central and Eastern Europe (all the New Member States that have joined the EU since 2004 plus the Balkan countries – Albania, Macedonia and Serbia).
Spatial planning is one of key tasks of regional (voivodship) local government in Poland. A spatial development plan for a voivodship includes many aspects which need to be decided upon. However, the implementation of this plan is largely independent of the will of the local government. The theory of planning (including spatial planning) emphasises that implementation of the plan is an inherent aspect of planning. Therefore, the article analyses to what extent regional spatial planning can actually be considered planning.
This article analyzes the commitment of village residents to creating a village council fund. The research is based on 28 villages which have been adopting the fund in the past 4 years. The author describes the residents’ interest, or rather, the lack thereof, in the village matters and looks to answer why the residents of a given commune hardly execute their rights to take part in village meetings and decide about allocating resources from the village fund. The theoretical framework of the research is based on the rational choice theory and the theory of small groups by M. Olson.
The purpose of the article is open to debate. It presents the main conclusions from a study made in March 2017 for the Office of Analysis and Expertise of the Senate of the Republic of Poland on the merits of changes in the territorial division of the Warsaw Metropolitan Area. In this study was carried out a synthesis of the research conducted mainly by the author on the development of Warsaw Metropolitan Area and the Mazowieckie voivodship, including the impact of the capital and delimitation of its functional urban area. In its summary were formulated the most important conclusions, arguing for finding a compromise solution, aimed at establishing a new administrative division system, taking into account both the daily urban system, spatial cohesion needs, and the interests of residents and entrepreneurs. Due to the importance of the area, including Warsaw’s functions as a capital city, the conclusions apply to the whole Poland.
The paper summarizes the activities, carried out in Poland in the period 2011–2016, which led to the delimitation of Functional Urban Areas of Voivodeship Centres (FUA VC) in the scope of the implementation of Integrated Territorial Investments (ITI). The first part of the paper presents the principles of implementing ITI in Poland, and the results of the delimitation of FUA VC proposed by the central authorities. In the second part, they are confronted with the results of studies conducted in all Polish regions. This makes it possible to assess their mutual relations, and to observe five variants of works related to the delimitation of FUA VC for the implementation of ITI, namely I. Ministerial, II. Cooperation, III. Strategic Planning, IV. Expert, and V. Interim.
At the end of the XX-th century the concept of development as a synonym of modernization and progress has been heavily criticized. It has been said that such an approach defines the development as a teleological, uniform, linear, normalizing and instrumental process. This critique, known as post-development approach includes various ideologies, e.g. conservative anti-modernism, neo-liberal rejection of state`s interventionism, and cultural relativism. The author claims that the main weaknesses of development concept are due to the unjustified generalizations with respect to the subject, time and space in which the processes are observed. Coping with those weaknesses do not necessarily require taking radical post-modernistic positions, rejecting any valuation of regional patterns of development. Regional studies may treat development as an open process, not necessarily leading to predetermined outcomes, and not always following the paths of the developed regions. There are development paths that are nonlinear processes in which the crucial role is played by the endogenous factors, such as activity of local actors.
The main question of the paper concerns the way the eurozone crisis has affected cohesion policy. In particular, the author intends to answer the questions related to the phenomena observed in the crisis in the eurozone (2010–2015), but in relation to the field of cohesion policy. Did intergovernmental management and the informal role of the largest and richest Member States become more visible in this policy? Did the European Commission’s powers grow, but without increasing its autonomy in relation to the EU intergovernmental institutions? Did the crisis lead to the emergence of a “two-speed Europe” (one segmented into the eurozone and the rest of the EU) in cohesion policy? Or maybe is there another dividing line in this policy?
The subject of the paper is the discussion on horizontal redistribution of public revenues among local self-government units. The assumed aim of this redistribution is to equalize the different levels of income and burden of expenditure. The paper lists desirable features of this redistribution, motives for its application, and arguments of its opponents. The analysis of the latter shows that while part of the criticism refers to the essence of horizontal redistribution, significantly more of it concerns the dysfunctions of its mechanism which became apparent after 2008. The criticism focuses, for example, on the criteria for making compensatory payments, the structure of tax revenue indices, the so-called reference period, the amounts of compensatory payments, the criteria for the distribution of the collected amounts. The paper includes suggestions concerning recommended directions of changes in the mechanism of this redistribution.
Endogenous growth theories presume knowledge plays the key role in economic growth (1). Yet, new economic geography along with empirical findings suggest the possibility of divergence occurring in development processes (2). Combining (1) and (2) indicates the importance of studying knowledge factors’ distribution. To obtain the fully fledged picture of a given economy one shall go beyond simply analyzing knowledge factors but include also their spatial location. The article touches upon this issue. It is devoted to Germany and examines three territorial and administrative levels: one referring to former country division (DDR & BRD), the second relating to NUTS 1 (16 Bundesländer) and third represented by 41 Regierungsbezirke (NUTS 2). Results are obtained by investigating 5 factors (e.g. expenditure on R&D, human resources in S&T, patent applications) and applying 4 measures (Gini, Rosenbluth, Ellison–Glaeser and Herfindahl–Hirschman Coefficients). This paper is meant to supplement earlier studies as well as a good starting point for further research devoted to country’s knowledge landscape.
The paper analyses the changes in the scale of the rural economic activity and identifies their selected determinants. The socio-demographic characteristics of the labour resources and the economic differences between rural regions in Poland were analysed as reasons for the dissimilar levels of rural employment. Analyses have demonstrated that, in 2010–2016, rural economic activity measured by the employment rate increased from 50% to 53%, primarily as a result of the impact of cyclical determinants, reflected in the increase in the number of the employed being higher than the number of inactive persons, with a reduced scale of unemployment overall. The studies indicated similar values of the employment rate for urban and rural areas, while the differences in its level within the selected social categories were much more visible for rural populations. This reflected a persistence of territorial disparities in labour markets as well as a trend towards their convergence. The level of territorial differences in the rural employment in Poland was moderate and should be linked with regional economic characteristics. In this context, the allocation of rural labour supply could be attributed to the impact of cities and their functional areas and to the progress in economic diversification of villages located in a particular region. The discussion section of the paper outlines the institutional opportunities and barriers increasing rural economic activity. The presented conclusions were based on the Central Statistical Office data (mainly the Labour Force Survey and the Local Data Bank) and statistical and comparative analysis methods.
The aim of the paper is to present spatial variation of social capital in Poland, especially in relation to historical differences between various regions (resulting from the country’s partitions and border changes) and the level of urbanization. Previous studies indicate that such variation exists. However, they were carried out on the basis of declarations, an approach which has its drawbacks. This study uses a novel approach to assessing social capital: observing the behaviour of a study group using experimental economics, used in conjunction with a questionnaire which enables us to study the intention-behaviour gap. The study group consisting of 1540 individuals indicates very little variation between the regions. However, there are differences concerning the gap between declarations and behaviour in questions related to trust, trustworthiness, and cooperation, and our results confirm the conclusions from previous studies only weakly.
Theory and empirical literature relates educational quality to two main explanatory factors: intergenerational transfer of human capital and the quality of schools, school composition and economic conditions. Based on these findings a model explaining territorial differentiation of educational quality is proposed. The dependent variable is test score of 6th grade students, averaged at municipality level. As it turns out, educational outcome is highly conditioned on local human capital stock. The role of traditionally meant school quality (resources) is minor (although higher in rural areas than in cities. Average school outcome differs significantly along historical divisions of Poland, not only in levels, but also in parameters of determining function. Legacies of the past and related socioeconomic processes have a substantial impact on the sensitivity of educational quality to different explanatory factors.
The 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 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.
