EnFinančna neodvisnost enot lokalnih ravni upravljanja: dokazi iz podeželskih občin na Poljskemglish

Avtorji

DOI:

https://doi.org/10.4335/17.2.321-342(2019)

Ključne besede:

finančna neodvisnost, enota lokalne ravni upravljanja, podeželske občine, sintetični kazalnik

Povzetek

Glavni namen tega prispevka je oceniti stopnjo in razlike v finančni neodvisnosti podeželskih občin na Poljskem. Med letoma 2008 in 2017 je bila stopnja finančne neodvisnosti podeželskih občin primerjana s stopnjo finančne neodvisnosti drugih vrst občin. Poleg tega je bila za obravnavane občine izvedena tudi večdimenzionalna ocena stopnje finančne neodvisnosti in ugotovljeni so bili njeni prevladujoči družbenogospodarski pogoji v letu 2017. Kot prikazuje ta študija, se finančna neodvisnost močno razlikuje med podeželskimi občinami na Poljskem. Skoraj 60 % jih je na srednje nizki ali nizki stopnji. Posledično sta njihovo finančno stanje in zmožnost izpolnjevanja svojih nalog odvisna od dodelitev iz državnega proračuna. To predstavlja veliko težavo njihovi sposobnosti, da ostanejo finančno stabilne.

Literatura

Babczuk, A. & Więznowski, A. (2008) The revenue autonomy of self-governments in selected EU countries, Argumenta Oeconomica, 1(20), pp. 67-80.

Blair, P. (1991) Trends in local autonomy and democracy: Reflections from a European perspective. In: Batley, R. & Stoker, G. (eds.) Local government in Europe (London: Palgrave), pp. 41-57.

Brezovnik, B. & Oplotnik, Z. J. (2012) An analysis of the applicable system of financing the municipalities in Slovenia, Lex Localis – Journal of Local Self-Government, 10(3), pp. 277-295.

Camagni, R. (2002) On the concept of territorial competitiveness: sound or misleading?, Urban Studies, 39(13), pp. 2395-2411.

Cigu, E., Romania, I. (2012) Method of determining the degree of autonomy of the administrative-territorial units, Journal of Public Administration, Finance and Law, 1, pp. 7-16.

Cigu, E. & Romania, I. (2014) An approach of local financial autonomy and implication over sustainable development in the knowledge society, Journal of Public Administration, Finance and Law, 6, pp. 44-53.

Curzon Price, V. & Garello, J. (2003) Index of Fiscal Decentralisation: Methodology and Findings, Journal des Economistes et des Etudes Humaines, 13(4), pp.1-18.

Czudec, A. & Kata, R. (2016) Processes of Regional Convergence in Poland in the Context of the Use of European Union Funds, Lex Localis – Journal of Local Self-Government, 14(4), pp. 715-737, https://doi.org/10.4335/14.4.715-737.

Dahlby, B. (1996) Fiscal externalities and the design of intergovernmental grants, International Tax and Public Finance, 3(3), pp. 397-412.

Del Bo, Ch., Florio, M. & Manzi, G. (2010) Regional infrastructure and convergence: Growth implications in a Spatial Framework, Transition Studies Review, 17(3), pp. 475-493, https://doi.org/10.1007/s11300-010-0160-4.

Ebel, R. & Yilmaz, S. (2002) On the Measurement and Impact of Fiscal Decentralization. World Bank Policy Research Working Paper 2809 (Washington, D.C.: World Bank).

Filipiak, B. Z. (2017) The Use of Experiment in Simulation of Debt of Local Government Units, In Filipiak, B. Z. (ed.) Neuroeconomic and Behavioral Aspects of Decision Making (Cham: Springer), pp. 377-395, https://doi.org/10.1007/978-3-319-62938-4_25.

Gordon, R. H. (1983) An optimal taxation approach to fiscal federalism, The Quarterly Journal of Economics, 98(4), pp. 567-586.

Heller, J. (2006) Samodzielność finansowa samorządów terytorialnych w Polsce, Studia Regionalne i Lokalne, 2(24), pp.137-151.

Hwang, C.L. & Yoon, K. (1981) Multiple attribute decision-making: Methods and applications (Berlin: Springer).

Kozera, A. & Głowicka-Wołoszyn, R. (2018) Identification of functional types of rural communes in Poland, Conference proceedings Economic Science for Rural Development 2018: 19th International Scientific Conference, No 1, Part 1, pp. 109-115, https://doi.org/10.22630/ESARE.2018.1.15.

Kozera, A., Łuczak, A. & Wysocki, F. (2017) The Application of Classical and Positional TOPSIS Methods to Assessment Financial Self-sufficiency Levels in Local Government Units, In: Palumbo, F., Montanari, A. & Vichi Edito, M. (eds.) Data Science. Innovative Developments in Data Analysis and Clustering, Studies in Classification, Data Analysis, and Knowledge Organization (Berlin: Springer), pp. 273-284, https://doi.org/10.1007/978-3-319-55723-6_21.

Kozera, A., Głowicka-Wołoszyn, R. & Wysocki, F. (2016) Samodzielność finansowa gmin wiejskich w woj. Wielkopolskim, Wiadomości Statystyczne, 2, pp. 73-87.

Kukovic, S., Hacek, M. & Bukovnik, A. (2016) The Issue of Local Autonomy in the Slovenian Local Government System, Lex Localis – Journal of Local Self-Government, 14(3), pp. 303-320, https://doi.org/10.4335/14.3.303-320.

Ladner, A., Keuffer, N. & Baldersheim, H. (2014) Final report Tender No 2014.CE.16.BAT.031: Self-rule Index for Local Authorities (Release 1.0) (Brussels: European Commision).

Ladner, A., Nicolas Keuffer, N. & Baldersheim, H. (2016) Measuring Local Autonomy in 39 Countries (1990–2014), Regional & Federal Studies, 26(3), pp. 321-357, https://doi.org/10.1080/13597566.2016.1214911.

Lira J., Wagner, W. & Wysocki, F. (2002) Mediana w zagadnieniach porządkowania obiektów wielocechowych, In: Paradysz, J. (ed.) Statystyka regionalna w służbie samorządu terytorialnego i biznesu (Poznań: Akademia Ekonomiczna w Poznaniu), pp. 87-99.

Central Statistical Office, Poland (2018) Local Data Bank, available at: https://bdl.stat.gov.pl/BDL/start (September 11, 2018).

Łuczak, A., Kozera, A. & Bacci, S. (2018) The application of taxonomic methods and ordered logit model in the assessment of financial self-sufficiency of local administrative units, In: Economic Science for Rural Development 2018: 19th International Scientific Conference, 9-11 May 2018, Jelgava, Latvia, Latvia University of Agriculture, 2018, no. 49, pp. 212-222.

Martinez-Vazquez, J. & Smoke, P. (2011) Conclusion. Local Government Finance.: The Challenges of the 21 st Century (Cheltenham: Edward Elgar).

Młodak A. (2009) Historia problemu Webera, Matematyka Stosowana, 10, pp. 3-21.

Musgrave, R. A. (1959) Theory of public finance; a study in public economy (New York: McGraw-Hill Book Company).

National Polish Bank (2018) Archive of medium courses. Database [online], available at: http://www.nbp.pl/kursy (October 21, 2018).

Oates, W. (1998) The economics of fiscal federalism and local finance (London: Edward Elgar Publishing).

Oates, W. E. (1972) Fiscal federalism (New York: Harcourt Brace Jovanovich).

Oplotnik, Z. & Brezovnik, B. (2004) Financing Local Government in Theory and Practice: Short Lesson from Slovenia, Zagreb International Review of Economics&Business, 7(2), pp. 75-93.

Owens, J. & Norregaard, J. (1991) The Role of Lower Levels of Government: The Experience of Selected OECD Countries. In: Owens, J. & Panella, G. (eds.) Local Government: An International Perspective (Amsterdam: North Holland), pp. 3–54.

Oulasvirta, L. & Turala, M. (2009) Financial autonomy and consistency of central government policy towards local governments, International Review of Administrative Sciences, 75(2), pp. 311-332.

Peck, J. (2014) Pushing austerity: state failure, municipal bankruptcy and the crises of fiscal federalism in the USA, Cambridge Journal of Regions, Economy and Society, 7(1), pp.17-44, https://doi.org/10.1093/cjres/rst018.

Poniatowicz, M. (2015) Determinanty autonomii dochodowej samorządu terytorialnego w Polsce, Research Papers of the Wroclaw University of Economics/Prace Naukowe Uniwersytetu Ekonomicznego we Wroclawiu, 404 (Wroclaw: Wroclaw University of Economics).

Pratchett, L. (2004) Local autonomy, local democracy and the ‘New Localism, Political Studies, 52, pp. 358-375.

Foundation for Development of Polish Agriculture (2016) Rural Poland 2016. The Report on the state of rural areas (Warsaw: Scholar Publishing House).

Rusu, E. (2008) Comperative analysis of local finanacial autonomy in the European Union countries, The Annals of The "Ştefan cel Mare" University Suceava, 8, pp. 224-230.

Šević, Z. (ed.) (2005) Fiscal Decentralisation and Grant Transfers in Transition Countries: A Critical Perspective (Bratysława: The Network of Institutes and Schools of Public Administration in Central and Eastern Europe).

Standar, A. (2018) Access to EU funds vs. financial risks faced by rural municipalities of the Wielkopolskie voivodeship, Conference proceedings Economic Science for Rural Development 2018: 19th International Scientific Conference, pp. 169-177, https://doi.org/10.22616/ESRD.2018.133.

Sroka, W., Mikolajczyk, J., Wojewodzic, T. & Kwoczynska, B. (2018) Agricultural Land vs. Urbanisation in Chosen Polish Metropolitan Areas: A Spatial Analysis Based on Regression Trees, Sustainability, 10(3), 837, pp. 1-22, https://doi.org/10.3390/su10030837.

Stiglitz, J. E. & Rosengard, J. K. (2015) Economics of the public sector: Fourth international student edition (new York: WW Norton & Company).

Surówka, K. (2013) Samodzielność finansowa samorządu terytorialnego w Polsce (Warszawa: Polskie Wydawnictwo Ekonomiczne).

Tiebout, C. M. (1956) A pure theory of local expenditures, Journal of Political Economy, 64(5), pp. 416-424.

Trussel, J. M. & Patrick, P. A. (2009) A predictive model of fiscal distress in local governments, Journal of Public Budgeting, Accounting & Financial Management, 21(4), pp. 578-616, https://doi.org/10.1108/JPBAFM-21-04-2009-B004.

United Cities and Local Governments (2008) Decentralization and local democracy in the world (Barcelona: World Bank and United Cities and Local Governments).

Wang, X., Dennis, L. & Tu, Y. S. (2007) Measuring financial condition: a study of U.S. States, Public Budgeting & Finance, 27(2), https://doi.org/10.1111/j.1540-5850.2007.00872.x.

Wysocki, F. (2010) Metody taksonomiczne w rozpoznawaniu typów ekonomicznych rolnictwa i obszarów wiejskich (Poznań: Wyd. Uniwersytetu Przyrodniczego w Poznaniu).

Objavljeno

2019-04-30

Številka

Rubrika

Article