The paper is an attempt to answer few questions, which are of crucial importance for the assessment of local government financing in Poland. The main focus of the paper is on inter-governmental financial transfers. What are goals and principles of inter-governmental grants in the theory of fiscal federalism? How these principles are applied in European countries? How the practice of local finance in Poland is related to these principles and to international experience? The first section deals with theoretical issues of grants` transfers and equalization schemes. The second part includes a brief description of grant systems in selected European countries. The third section concentrates on the evaluation of the Polish practice, and includes recommendation fo future changes. However, the paper skips a detail description of the Polish grant system (which is well-known and described in Polish academic literature).
The paper describes an indicator constructed to measure financial flows between local governments in Poland. These flows are considered as the measure of local governments’ cooperation and of the strength of functional connections crossing administrative boundaries. The purpose of this paper is to present the scale and the subject of financial transfers between local governments and the factors explaining the variation of local governments’ financial cooperation. The biggest financial transfers take place in functional urban areas, but only in terms of current expenditures. Transfers of investments expenditures are higher outside these areas and are characteristic of less affluent municipalities. The strongest associate function is to provide transportation services: both in terms of current expenditures and investments.
The 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.
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.
Iwona Markowicz, Danuta Miłaszewicz, Ewa Putek
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.
The aim of the following article is to review the literature on financial evaluation of local governments and to emphasise the need of creating new methods of evaluation in this sector. The author makes references to the indicators applied by the financial institutions to business sector and points out the possibilities of adapting those experiences in assessing local governments.
The paper shows the basic problems of implementation of the cross-sector cooperation, in the frame of area-based partnerships, for specified rural areas in years 2001-2004 in Poland. In this period partnerships were created with international sources support and with appreciable participation of non-government organisations. The main obstacles to their actions were: the insufficient financial resources, the lack of legal form of self-governments, NGOs and entrepreneurships cooperation with equal rights, tendencies for leaders` domination in group`s actions, weak organisational structures and the lack of long-term strategies. The first effects of cooperation are little; they deal with social affairs and tourist promotion, but they show the positive role of such type coalitions in local development.
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 risk and the threats of modern world became the problem of day-to-day life of millions of people. They are tightly linked to different dimensions of globalization. In the sphere of nature we have greenhouse effect together with its all real and assumed consequences. In the economic dimension we have financial flows causing the threats to the stability of international economy, in technological dimension there is oversensitivity for terrorist attacks or simple breakdown of the computer systems. The political dimension brings the threats of war and terrorism. Number of these threats is related to spatial economy. These specific types of risk are discussed in this article.
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.
Stanisław Owsiak, Roman Kucharczyk, Krzysztof Stępniak
European Union programs are a vital source of financial help in the field of employment increase. Such initiatives are available both in structural programs, Community Initiatives and Community Programs. A great number of them are designed for communities, which, as an independent beneficiary or a partner in a project, can influence the improvement of local and regional labour market situation. One of the essential factors which influence the commitment to the initiatives for employment increase is the way beneficiaries perceive their attractiveness. Therefore, in the article the author presented results of the research in which communities’ attitudes to each activity connected to a labour market, available in EU programs, had been analyzed and assessed. This allowed to determine the initiatives which are perceived as the most desirable and which, according to communities, can best contribute to decreasing of the unemployment rate, and the ones which are the least attractive in this respect. Another part of the above research is the analysis of communities’ expectations regarding creating new initiatives for employment increase, which are not available within the limits of the current programs. This scrutiny allowed to estimate more precisely to what extent current activities match communities requirements. These results made it possible to assess to what degree the presumable lack of desirable initiatives for employment increase constitutes a factor that limits the commitment to the implementation of the currently available initiatives
The aim of the paper is to examine the level of application of the partnership rule in the process of implementing regional operational programmes (ROP) in Poland in 2014–2019. It has been assumed that the Monitoring Committees (MC) operate as the institutional manifestation of the partnership principle. The scope of comparative analysis includes practical aspects of the functioning of MCs within ROPs in three voivodships: Kujawsko-Pomorskie, Lubuskie and Świętokrzyskie. The analysis focused on five institutional factors: number of Committee meetings in the financial perspective 2014–2020, number of circular voting events, percentage of socio-economic partners in the total number of Committee members, number of working groups within the MCs, as well as the number of meetings of working groups. The research hypothesis adopted in this article assumes that the regulatory activities expressed in the preparation of guidelines for the application of the partnership principle under the regional operational programs in the 2014–2020 financial perspective turned out to be insufficient for disseminating developed partnerships under ROPs.
The aim of 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.
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.
Polish health spa are that category of communes whose development do not depend on the inhabitants? activities but on central solutions. The lack of comprehensive solutions that would control legal and financial basics of functioning and development of health spa causes the spa to be subject to one-sided economic development and one-sector employment. The spa must fulfil the tasks, unknown to other communes, connected with maintenance and development of infrastructure of health resorts and their neighbouring areas. The lack for finances to the development of health spa, many tax exemptions and tax relief often cause the communes to allocate their own inhabitants? means to the maintenance of health spa; means intended for the realization of their own statutory tasks. The lack of law about health resorts causes increase financial problems of this category of spa, rising unemployment and degradation of health resort infrastructure.
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.
The revitalisation process in Polish cities – here by the example of Poznan – is still rather on a modest level. Nevertheless the needs are urgent if we consider the continuing degradation of inner-city areas, the insufficient quality and quantity of housing resources and increase of suburbanisation. The legal, financial, and socioeconomic conditions do not allow the application of Western patterns. Yet there exist in Poznan various examples of renewal of old housing stock as well as of revitalisation of whole inner-city areas. They may be regarded as starting points for the realisation of future revitalisation ventures, also with regard to expected European funding.
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.
Financial independence is considered to be a crucial instrument of self-governance. This issue is treated in a dynamic and structural approach. The aim of the research was the evaluation of the level of changes in local government units` financial independence. The highest level of independence is found in the cities with poviat rights, whereas the lowest is found in self-governing voivodeships and in poviats. In the communes, the level is average, but there are big differences between them in this aspect. The urban communes and those situated near big cities have a much higher level of financial independence than rural communes, situated far away from major cities.
The paper 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
This paper examines the development of international financial centres (IFC) in Central and Eastern Europe (CEE). The study argues that the development of the financial services in CEE is characterized by external dependency, which is manifested in the form of hierarchical command and control functions over CEE financial subsidiaries within the West European IFC network. The paper quantitatively compares the factors of IFC functions of Budapest in comparison to those of Warsaw and Prague. It argues that despite the lack of market evidence showing signs of a regional centre focus during the transition period, there are some signs of IFC formation. The paper assesses the uneven impact of the global economic crisis upon CEE financial centres and confirms that their development trajectories became more differentiated as a result of the crisis. The steady decline of Budapest during the second half of the 2000s was accompanied by the rise of Warsaw. Our analysis concluded that Budapest, despite its earlier endeavours, most likely lost the competition to become an international financial centre.
The aim of this article is to show how regions are created in Poland. The author focused on Warmia and Masuria, which started to become an established region as a result of an administration reform in 1999. An image of a region as an existing phenomenon is planted in its inhabitants’ minds by regional authorities, who make use of their strategic plans, financial instruments, and regional discourse.
The concept of the political cycle was originally formulated with regard to decisions taken at the central level, but it may be also applied to the local level. Most of the previous empirical studies have focused on expenditure (how its size and structure change depending on the electoral cycle). The applicability of the concept to local tax policy has also been studied, although more rarely. In Polish studies of local public finance, the concept of political cycle has so far been rarely used. In this article, the authors check whether the theoretical frame of the political cycle is suitable for interpreting decisions relating to tariffs on local public services. It is empirically tested on tariffs on water and sewage, rents in municipal housing, tickets for local public transport and parking charges. The second research question concerns factors influencing the likelihood of the political cycle in different services. In this respect, the article puts forward four specific hypotheses. The authors have to face a methodological problem: the distinction between the influence of the electoral cycle and of other factors, such as inflation, or the change in the financial situation of local governments, and economic growth rate. The applied quantitative methods refer to panel logistic regression and linear regression models in which the impact of the electoral year is controlled by other variables.
The local government plays a huge role in supporting local development. In this paper, the authors present the results of conducted research concerning the impact of selected aspects of financial policy of the local government units on their development on the example of cities affiliated with the Union of Polish Metropolises. Therefore, firstly, they construct a synthetic indicator of local development and use it to assess the relative development of the analyzed cities. Then, they measure the relationship between the level of the cities’ relative development in the years 2007?2012 and the values of major categories of the units’ financial management in those years (per capita), in particular the amount of their debt, total and investment expenses, and expenditures on individual groups of local government tasks.
The 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.
Szanowni Czytelnicy, Autorzy i Recenzenci!
Z kwartalnikiem „Studia Regionalne i Lokalne” jestem związana niemal od początku jego istnienia. Mój pierwszy tekst ukazał się w czwartym numerze pisma w 2000 roku – pierwszym roku jego istnienia. Od tego czasu moje związki ze „Studiami” stopniowo się zacieśniały. Czytałam i recenzowałam artykuły, weszłam w skład redakcji, a teraz staję przed wyzwaniem kierowania naszym kwartalnikiem, zastępując pomysłodawcę i pierwszego redaktora naczelnego, profesora Grzegorza Gorzelaka, który budował kwartalnik z dbałością o jego jakość i rozpoznawalność.
Przejmując funkcję redaktorki naczelnej „Studiów”, czuję dumę i ekscytację. Z jednej strony, wchodzę w nową rolę ze świadomością, że będę kierować jednym z najlepszych czasopism w dziedzinie nauk społeczno-ekonomicznych w Polsce, pismem o uznanej pozycji, indeksowanym w SCOPUS, przyciągającym dobre teksty i świetnych Autorów, pismem, które pełni ważną funkcję w dyskusji naukowej. Z drugiej strony, już dziś wiem, że musimy dokonać wielu zmian, podyktowanych rosnącą konkurencją w zakresie publikacji naukowych i trendami związanymi z koniecznością udostępniania tekstów w formie elektronicznej i wymogami wolnego dostępu do prac naukowych finansowanych ze środków publicznych. Przygotowuję się, wspólnie z dr Dorotą Celińską-Janowicz, która szczęśliwie nadal będzie koordynować prace w redakcji kwartalnika, do podjęcia decyzji wzmacniających prestiż pisma, wykorzystując do tego także nowe możliwości techniczne i finansowe, które współprojektowałam w ramach Inicjatywy Doskonałości Uniwersytet Badawczy, uruchomionej na Uniwersytecie Warszawskim.
Chciałabym wspólnie z Państwem przeprowadzić te zmiany, by w najbliższych
latach „Studia Regionalne i Lokalne” wzmocniły swoją pozycję i cieszyły się niesłabnącym zainteresowaniem Autorów i Czytelników. Kierowanie kwartalnikiem to duża odpowiedzialność, jednak ze wspaniałym zespołem Redaktorów, Recenzentów, Autorów i gronem wytrawnych Czytelników, przy wsparciu Wydawnictwa Naukowego Scholar, podołamy temu zadaniu. Zapraszam Państwa do współtworzenia naszego pisma!
Agnieszka Olechnicka
1 października 2020 r.
The objective of this paper is to present the role of the relationship between the location and financial performance of local government units. One of Poland’s largest voivodships, Wielkopolskie, was used as an example. Recent acceleration of suburbanisation processes not only results in socioeconomic changes in municipalities surrounding cities but also affects their financial performance. To attain the aforesaid objective, this study used variance analysis to investigate the significance of the differences in the financial ratios between the units analysed by location (measured as the distance of rural municipalities from district towns and from Poznań, the region’s capital). The research proved that the closer a municipality is to an urban centre, the greater its financial autonomy, liquidity and investments, yet at a higher level of debt. Also, the proximity to Poznań is a better determinant of the differences in financial performance than the location close to smaller urban centres.
The purpose of this study is to identify the determinants of innovation of enterprises in the Regional Innovation System context. We analyse factors that determine regional innovation in a less developed region, taking the Podkarpackie region in Poland as our empirical counterpart. We examine how the EU economic policy instruments influence the innovation of enterprises within the context of the Regional Innovation Systems. We propose a model for the implementation of innovations and test our hypotheses based on the data drawn from the period of 2011–2014. The paper provides insights on a rather successful story from Poland. We posit that enterprises use only specific public policy instruments and that companies’ demand for innovation-supporting instruments changes, reacting to the business cycle phase and to financial incentives.
Horizontal transfers in the local government financial equalization system have been raising a lot of controversies in Poland during the last few years. The paper shows similar instruments functioning in other European countries: Spain, Switzerland, Germany, Denmark, Sweden, and Norway. The paper discusses two mechanisms of equalization: that of revenue and of expenditure needs. European experience is discussed in a way which makes it possible to draw comparisons with regulations in Poland as well as with current debates in Poland.
The debt of local government units (LGU) is part of the public debt. Therefore, the analysis of the phenomenon of local government debt is important for the financial security of the state. In Poland, in the period 2007–2013, the debt of local government units rapidly increased, in particular in the major cities with poviat rights – metropolises. Due to the dual nature of metropolises, they perform many important tasks in the social and infrastructure sphere that determine the quality of life of their residents and contribute to the socio-economic development of the region and metropolitan areas. However, an excessive increase in debt of the metropolis may in the future be a barrier to achieving a high rate of socio-economic development. The aim of the paper is to analyze the phenomenon of indebtedness in the largest cities with poviat rights – metropolises – in Poland in the years 2007–2013. The study draws on publicly accessible databases compiled by the Ministry of Finance (Wskaźniki do oceny sytuacji fiansowej jednostek samorządu terytorialnego).
The paper 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 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.
Parishes possess a wide selection of instruments for stimulating the development of entrepreneurship, unfortunately the instruments are rarely used as part of a complex, well thought-out strategy that brings about multi-level results. The instruments for entrepreneurship stimulation belong to two major categories: financial and non-financial. One of the primary reasons for investors to select a particular parish can be the existence of a planned and long-term fiscal policy, connected to a stable system of tax preferences in taxes and local fees, and an active strategy for parish investment expenditures. Creating positive conditions for the emergence of new enterprises is the best source of social-economical activation of the local population.
The paper focuses on the institutional solutions adopted in different Polish urban regions as a response to the requirement to create the so-called ITI instrument in the framework of 2014–2020 EU financial perspective. This phenomenon is analyzed in the light of the mechanism of launching and functioning of metropolitan cooperation structures and the concept of Europeanization. The authors assume that former – more or less successful – attempts to institutionalize such cooperation in Polish urban functional areas influence the process of creation and functioning of ITI cooperation.
The 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.
Financial self-sufficiency of the local government units, which means an ability to design their own financial policy in accordance with the applicable law, is one of the preconditions for sustainable local development. Metropolises – the largest towns with county (poviat) rights – because of their high demographic and economic potential are characterised by a high average level of financial self-sufficiency. Various processes and phenomena, including the economic crisis and the phenomenon of suburbanisation, affect the level of financial self-sufficiency of the largest cities. The main aim of the article is to assess the level of financial self-sufficiency of the metropolises in Poland in 2007-2015. The study was conducted in two stages. In the first stage, the analysis was based on the development of the basic indicators of financial self-sufficiency of the metropolises, while in the second stage of the research, a summary assessment of the financial self-sufficiency of the metropolises was conducted using the TOPSIS method. The empirical basis of the study was provided by the data from the Central Statistical Office database (Local Data Bank).
The aim of the 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.
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.
