Wyniki wyszukiwania - Biblioteka Nauki

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Financial and economic analysis of infrastructure transport projects with the participation of EU funds

100%

Toczyńska J.

Zeszyty Naukowe. Organizacja i Zarządzanie / Politechnika Śląska

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2022

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tom z. 156

497--510

EN

Purpose/reason for writing the paper: Carrying out a cost-benefit analysis of large infrastructure projects in the area of transport causes considerable difficulties and problems in identifying the positive and negative factors of project implementation, and their translation into cash flows generated by the project. The aim of the paper is to present problem solving in the course of financial analysis and economic analysis of an infrastructure transport project. Methodology/approach to problem solving/scope of the study: The scope of the study and the approach to the problem include: • presentation of the role of cost-benefit analysis in the process of assessing the competitiveness of infrastructure transport projects in terms of making decisions about their co-financing from community funds; • characteristics of general assumptions of financial analysis and economic analysis of projects in the transport sector; • discussion of the methodologies of quantification and monetization of socio-economic factors and factors influencing the external environment in the process of assessing the economic effects of a transport project on the regional and national scale; • indication of the latest sources of methodological support for the preparation of cost-benefit analysis (CBA) of the project; • embedding the issues of financial and economic analysis in the context of the requirements for beneficiaries' application for grants from the funds. Arrangements: Different methodologies are used in transport projects to quantify and monetize the impact of individual factors on the external and socio-economic environment. The paper indicates the latest methodological studies, the scope of their application, examples of calculations and recommendations for beneficiaries on how to adjust the information they have to a specific project situation. Practical implications: Adaptation of the Beneficiary to the applicable and recommendation source materials, knowledge of methodologies for conducting analyses increases the probability of reliable preparation of documentation and obtaining a positive decision regarding financial support for the planned investment project. Social implications: Correct and consistent analysis of projects increases the effectiveness of obtaining their co-financing from EU funds. On the other hand, the implementation of modern infrastructure transport projects is a social good that increases the comfort of passengers, reduces the operating costs of carriers, reduces carbon dioxide emissions, noise and local environmental pollution, contributes to saving time and reducing road accidents. Originality/value of the study (for whom?): The paper is directed and will be useful for investors, as well as beneficiaries of community funds, in order to prepare project documentation for the implementation, execution and operation of infrastructure projects in the field of transport.

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Analysis of the implementation of r&d projects of enterprises with eu funds in the Silesian Voivodeship

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Toczyńska J.

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tom z. 145

515--532

EN

Purpose: The aim of the article is to make a mid-term analysis of the progress of the implementation of EU projects in the area of research and innovative development of Silesian enterprises within the Regional Operational Programme of the Silesian Voivodeship (ROP SV) 2014-2020 and to identify factors affecting the fulfilment of the assumed objectives of the Programme. Design/methodology/approach: For the purpose of the research, an ex-post analysis as at the end of 2018, an ex-ante analysis was used as a simulation of the achievement of indicators in the period up to 2023 and a comparative analysis of output and financial indicators in 2018 and 2023 in relation to the planned execution framework. Findings: An evaluation of the implementation processes of Priority Axis I Innovative Economy under the ROP SV 2014-2020 was carried out. Priority Axis I (OP I) is designed to support research and development activities (R&D) of entities in the Silesian Voivodeship. Based on source materials, reports, observations and own experience, the causes and effects of the current state of achieved indicator levels were identified as well as in the final perspective of the Programme in 2023. The analysis and evaluation of countermeasures taken by the Managing Authorities/Intermediate Bodies [IZ/IP] is presented. Originality/value: As a result of the research, a list of recommendations was formulated in order to increase the absorption potential of the OP I and to increase the effectiveness of intervention in the area of R&D. The study conducted identified a low level of absorption capacity in the OP I, which applies to the current (2018) and projected (2023) situation. The degree of achievement of the target mid-term level of the financial indicator at the end of 2018 is 21.1%, and its forecast for the end of 2023 is 79.4%. Two key problems can be identified which affect the absorption potential of Priority Axis I. The first one concerns the low level of interest and application of beneficiaries in the area of R&D within the OP I. The basic reason for this is the limitation of the intervention to the area of regional smart specialisations [RIS] of the Silesian Voivodeship and a large amount of documentation necessary to prepare at the stage of signing the co-financing agreement and at the stage of accounting for projects. The second key problem involves the need to adjust the intervention logic, i.e. the level of allocation, and thus the target indicators, to the actual demand for support in the area of R&D activity under the CSF ROP 2014-2020.

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Impact of EU funded projects on strengthening local communities in Zbrosławice municipality

63%

Toczyńska J. , Nalepa M.

Organizacja i Zarządzanie : kwartalnik naukowy

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2022

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tom nr 2

91--107

EN

Introduction/background: Raising the standard of living of local communities is one of the objectives of activities undertaken by local government units. The most important and essential in regional development is therefore social development. One of the stimulators of regional growth are European Union funds. The improvement of the social and professional situation of the residents of municipalities in the Silesian Voivodeship has been mainly influenced by EU funds implemented through the Regional Operational Programme of the Silesian Voivodeship 2014-2020 under the European Social Fund (ESF). The municipality of Zbrosławice has implemented several such projects. Aim of the paper: The aim of the paper is to examine and analyse the impact of ESF-funded projects implemented in the municipality of Zbrosławice to strengthen social and professional activity of local communities in the period 2019-2021. The paper is based on research conducted for the master's thesis of Marcel Nalepa, whose scientific supervisor is Dr. Joanna Toczyńska. Materials and methods: In the study, cabinet research was conducted on the basis of data from the Central Statistical Office using the methods of universal statistics on the analysis of the socio-demographic situation of the Municipality of Zbrosławice. The aim of the research was to identify problem areas prior to the start of the social projects implemented in the period 2019-2021. Subsequently, field research was conducted in the Municipality using the method of comparative analysis of project documentation and reporting documentation on two ESF-funded projects in order to determine the degree of achievement of the assumed target indicators in the projects. The research further involved a diagnostic survey of the opinions and perceptions of project participants using a questionnaire method. Results and conclusions: As a result of the research, weaknesses and problem areas in the level of social life of the Municipality's residents were identified and solutions were proposed in the form of the need to implement specific projects. In addition, the research hypothesis assuming that the actions taken by the Municipality of Zbrosławice and the projects implemented in the period 2019-2021 contributed to strengthening the social and professional activity of local communities and strengthening the human potential of the Municipality was confirmed.