Global Service Trust Fund (GSTF)
Takeshi Utsumi |
||||||||||||||||
Executive Summary Introduction Objective Background and Rationale Finance and Organization Criteria for Policy Conditionality GSTF Launching Event with Global Leaders Pilot Projects Deliverables Duration of This Project Biodata on the GSTF Organizing Team Funding Requirements Summary and Next Steps |
||||||||||||||||
|
||||||||||||||||
Global communications have expanded rapidly in recent years, but there still are at least two billion people that have major unmet needs in education, health care, and water supply, sanitation, and nutrition. Many of these people are located in remote rural areas, with limited or no access to formal educational systems, health care, potable water, electricity, or jobs related to the new information economy. These deficiencies are at the core of what has been described as the digital divide. Information and communications technologies cannot replace the need for teachers and health care professionals, but they can expand and magnify conventional capabilities in powerful ways. As a result of the G-8 meetings held in Okinawa, Japan, in July 2000, important initiatives have been started, and this proposal falls clearly within the suggestions for action in the Okinawa Charter on Global Information Society. Although many countries (including some developing countries) are now geared to establish broadband Internet, their initiatives are mainly domestic. There is no international organization that provides such a network across national boundaries, oceans, and continents for the use by non-profit organizations, e.g., tele-education, tele-healthcare, libraries, and local governments. This international gap is now a major cause of network congestion, and there is an urgent need to close it in a rapidly globalizing world society. What is needed is both high quality audio/video delivery and high quality interactivity. Although these terms will be understood and applied differently in various parts of the world, the objective of increasing quality, interactivity, and system throughput can be seen as a global objective for improving tele-education and tele-health services. A true revolution in distance learning and telemedicine requires high-speed access to the World Wide Web, and the flexibility to offer a variety of media. These might include two-way audio, full-motion video-conferencing up to MPEG 2 quality, television-quality netcasting, and high-resolution image transfer for tele-medicine. Such capabilities require medium to broad bandwidth. Developing countries need broadband Internet via international satellite and fiber-optic cable. The Global Service Trust Fund (GSTF)[i] will address the digital divide by making available broad bandwidth free or at below market prices for qualifying education and health projects in developing countries. Ideally, funding would be sufficient to eliminate or greatly reduce the telecommunications cost for qualified education and healthcare applications. This might be done by a voluntary international mechanism akin to the E-Rate now benefiting schools in the United States. In fact, most developed countries have used public policy tools of some kind to create a less-than-market rate for education, health, and/or other priority applications. Another option could be to begin with free bandwidth for qualifying education and health applications, but raise it toward (expected to be declining) market prices in gradual steps. The fund would come from two donor sources: telecommunications companies with underutilized bandwidth (transponder space, fiber capacity) and organizations possessing financial resources (foundations; multinational corporations, international organizations, individual donors, etc.). Funds would be allocated as grants to qualifying projects and as in-kind assistance with connections; bandwidth would be allocated in-kind through an auction-like applications process. The GSTF could function as a bandwidth aggregator itself or could work with commercial and non-profit aggregators through business arrangements to be established. By qualifying projects we mean there would be some policy conditionality (telecommunications, education, health). This conditionality will be established in a participatory fashion by working groups convened by ITU, UNESCO, and WHO. Major stakeholders nations, international organizations, private companies, NGOs, etc. would be invited to help determine the minimum acceptable policy framework intended to create an enabling environment for the development of both broad bandwidth infrastructure and applications of this infrastructure to meet development needs. The Arthur C. Clarke Institute for Telecommunications and Information (CITI) will conduct preparatory work, for which funding is being sought. A minimum infrastructure is required for running the fund. One possibility is that the World Bank would provide the secretariat, making use of the same legal infrastructure established for the Information and Development Program (infoDev). The United Nations Development Program (UNDP) is another possible host, and others could be envisioned e.g., an independent neutral entity under the auspices of UNESCO, WHO, ITU, World Bank, UNDP, etc. Annexes detail a series of pilot projects that might apply for GSTF funding, and the budget for the current proposal. Global communications have expanded rapidly in recent years, and the spread of the World Wide Web has been nothing short of amazing. But there are still at least two billion people out of a global population of six billion that have major unmet needs in education, health care, and water supply, sanitation, and nutrition. Many of these people are located in remote rural areas, with limited or no access to formal educational systems, health care, potable water, electricity, or jobs related to the new information economy. Even in urban areas, many people lack access to the Internet and its great potential to improve education and health. These deficiencies are core to what has been described as the digital divide. Conventional approaches to these issues such as trying to train new teachers and doctors cannot possibly meet the needs. In fact, there are more people to be educated in the next fifty years than have been educated up to this point in human history. Information and communications technologies cannot replace the need for teachers and health care professionals, but they can expand and magnify conventional capabilities in powerful ways that are only now beginning to be studied and understood. As a result of the G-8 meetings held in Okinawa, Japan, in July 2000, important initiatives have been started to address these great needs. The Okinawa Charter on Global Information Society provides an important framework statement calling on G-8 governments to foster an appropriate policy and regulatory environment to stimulate competition and innovation, ensure economic and financial stability, advance stakeholder collaboration to optimize global networks, fight abuses that undermine the integrity of the network, bridge the digital divide, invest in people, and promote global access and participation and called on all, within both the public and private sectors to bridge the international information and knowledge divide . The current proposal falls clearly within this framework. The satellite industry that has the technology that can most easily reach the isolated populations should seek to do its share to address this problem with innovative answers. INTELSAT has undertaken its Project Share and Project Access programs over the last 15 years. WorldSpace has set up a Foundation to support health and education activities. EUTELSAT, ASIASAT, INSAT, the Chinese National Television University have provided important new satellite-based capabilities. Most recently several satellite companies have agreed, in principle to support the new Global Services Trust Fund (GSTF) initiative that has been proposed by the Clarke Institute for Telecommunications and Information (CITI) and the Global University System (GUS). This proposal seeks funding for CITI to move GSTF toward implementation over the coming year. Education and healthcare are basic needs, fundamental for human development. The main goal of the proposed GSTF Coalition of companies, government agencies, foundations, and international agencies is to expand educational opportunities and improve health in developing countries. In particular, the goal of the GSTF Coalition is to:
To do this, steps must be taken to:
Ideally all countries would have access to free or low-cost broadband connectivity and would have the technical capacity to make use of it for improving education and healthcare. This requires a number of favorable economic outcomes as well as changes in policy and regulatory environments supporting the effective use of these technologies. The near-term GSTF objective is to make available sufficient broad bandwidth as well as user terminals at free or highly reduced cost to enable a significant number of developing countries to undertake major new initiatives in distance learning and telemedicine. The fund might also seek to aid in the support of tele-education and tele-health programming. But this activity would be encouraged on the basis of developing many sources of programming in many different languages rather than seeking a single source of supply. The Internet, with its rapidly expanding and improving infrastructure, will be the main telecommunication media of tomorrow. It has been extended to most countries, albeit with slow-to-medium speed in most developing countries, even in large parts of the developed world. But the full potential for achieving revolutionary advances in education and healthcare in developing countries cannot be realized with the currently available information infrastructure and at currently prevailing market prices. Improved distance education requires much better ways of presenting information and of enabling learners to interact with facilitators to enable the learners to process that information into personal knowledge. At present most electronic distance learning takes place by one of two equally primitive programming and delivery modes. On the one hand, much instruction is primarily text and simple graphics delivered over the web and/or through email and its derivatives (electronic fora, bulletin boards, chatrooms). On the other, there is room-based or desktop-based videoconferencing, usually with relatively small groups involved and low production values so far as the video and audio are concerned. Both techniques allow significant interaction, but the quality of instruction suffers from the lack of high-quality audio and video. High-quality instruction is possible by broadcast television, with multi-million dollar production budgets having been deployed to good effect in some countries for example Annenberg/CBP in the US, BBC/Open University in the UK, The Roberto Marinho Foundations Telecurso 2000 and Canal Futura in Brazil, and SCS and MINCS-UH in Japan. There have also been reasonably high quality and effective programming produced in newly industrializing countries by the Ministry of Education and Central China Television for the Chinese National TV University, by the Indonesia tele-education training center for the PALAPA satellite system, as well as high quality audio tele-courses produced by the University of the West Indies and the University of the South Pacific. Today narrow bandwidth systems and high telecommunications costs will not allow the use of streaming video and audio on a large scale in developing countries. Often telecommunications pipes get clogged even with heavy net use of more conventional kinds. Ironically, many audiences, even in developing countries, are spoiled by commercial television with high production values when it comes to attempts to promote tele-education course delivery. Thus audiences, even in developing countries, do not easily accept jerky movement, small windows, failing connections, and low production values. The quality of tele-lectures, video inserts and the like has to approximate that of high-quality commercial television. Nevertheless high quality online courses at lower bit rate transmissions are also increasingly in production and every more pervasively available. As for telemedicine, there is a proven need for high-definition moving images, or at least extremely high-resolution still images. Even with low-cost or free broadband connectivity between nations, the cost and pricing structure of telecommunications in many developing countries keep the cost of access to the Internet at prohibitive levels, and inappropriate policy and regulatory frameworks do not encourage efficient use of those public resources devoted to education and healthcare. Although many countries (including some developing countries) are now geared to establish broadband Internet, their initiatives are mainly domestic. There is no international organization that provides such a network across national boundaries, oceans, and continents for the use by non-profit organizations, e.g., tele-education, tele-healthcare, libraries, and local governments. This international gap is now a major cause of network congestion, and there is an urgent need to close it in a rapidly globalizing world society. In sum, what is needed is both high quality audio/video delivery and high quality interactivity. Although these terms will be understood and applied differently in various parts of the world, the objective of increasing quality, interactivity, and system throughput can be seen as a global objective for improving tele-education and tele-health services. A true revolution in distance learning and telemedicine requires high-speed access to the World Wide Web, and the flexibility to offer a variety of media. These might include two-way audio, full-motion video-conferencing up to MPEG 2 quality, television-quality netcasting, and high-resolution image transfer for tele-medicine. Such capabilities require medium to broad bandwidth. Developing countries need broadband Internet via international satellite and fiber-optic cable. The revolution in education and healthcare in developing countries also requires a more favorable policy environment not just for telecommunications but also for education and healthcare. A key to bringing down prices to affordable levels is to establish national and international competition or at least flexibility in the provision of telecommunications, education, and healthcare services. Also rapid transfer of knowledge from developed to developing countries need to be actively encouraged along with support for higher quality local educational program development. Expansion of high-speed broad bandwidth connections for education and health applications in developing countries would be financed by the GSTF. Funding should be sufficient to eliminate or greatly reduce the telecommunications cost for qualified education and healthcare applications in a significant number of countries and number of applications. This might be done by a voluntary international mechanism akin to the E-Rate now benefiting schools in the United States. In fact, most developed countries have used public policy tools of some kind to create a less-than-market rate for education, health, and/or other priority applications. Another option could be to begin with free bandwidth for qualifying education and health applications, but raise it toward (expected to be declining) market prices in gradual steps. Under the current model of the GSTF two separate contribution funds or sources would be established an in-kind bandwidth transmission source and a financial assistance source. The Coalition supporting the GSTF would include commercial and non-profit sources. These should include key international organizations such as the International Telecommunications Union (ITU), the United Nations Educational, Cultural, and Scientific Organization (UNESCO), and the World Health Organization (WHO). Multilateral development banks (The World Bank and the regional development banks for Africa, Asia, Latin America and the Caribbean, and Europe and Central Asia). The Coalition would also include bilateral aid agencies, foundations, and companies contributing to the Fund as well as organizations contributing education and healthcare knowledge. The Fund could be administered in a variety of ways, but it should have a credible, well-organized, and financially scrupulous entity of significant international standing in charge in the disbursement of funds. The proposed Fund would be financed from a variety of public and private sources, which could include:
The Funds bandwidth source might be allocated through a variety of means that might include an auction process to organizers of distance education and telemedicine projects in qualifying countries. The GSTF could function as a bandwidth aggregator itself or could work with commercial and non-profit aggregators through business arrangements to be established. The cash source might be used for grants to such projects, with rules favoring poorer countries and end beneficiaries, assuring a certain geographical distribution of benefits between regions, encouraging national initiatives to increase internet access and encourage competitive provision of bandwidth, and so forth. Grants might also favor international knowledge sharing. All grants would be made through open competitive process. The cash source could also be used to purchase additional bandwidth from companies providing free bandwidth, giving an additional incentive for these countries to make in-kind contributions. These are only some preliminary ideas. The details, including the establishment of a pilot version of the Fund to test operational principles, need to be worked out during the next stage in proposal development. Criteria for Policy Conditionality Some means of limiting and focusing the application of GSTF resources is needed, for three main reasons:
At the same time, it is undesirable to burden the GSTF mechanism with complex conditionality criteria requiring substantial review and judgment by a board or governing body or with such detailed analysis and reporting processes that the mechanism becomes a policy-setting, standard-setting or technical assistance entity. To the maximum extent possible it is desirable to:
Essential Criteria
The above criteria may be developed in the form of a set of guidelines for the initial set of applicants, perhaps as a written certification or agreement, with modification over time as a result of peer review by other GSTF participants.
Arrangements for Developing Criteria A major effort will be needed to refine the above criteria and to develop feasible arrangements for screening the applicants. Confidence in the relevance of the criteria, the technical validity of the criteria and the arms-length neutrality in establishing eligibility is essential. Participation by the G-8 Digital Opportunity Task Force (dot force), UNESCO, WHO and ITU as well as representatives of the technology providers and relevant specialized NGOs will be needed.
In addition to its sectoral expertise and convening mandates with respect to standard-setting for education, for scientific research and for museums and libraries, UNESCO also may wish to consider roles involving the UNESCO National Commissions in the processes of disseminating information and determining eligibility for GSTF at the country level. WHO and ITU may also have roles both in setting criteria and in coordinating GSTF activities at the country level.
GSTF Launching Event with Global Leaders The creation of the GSTF requires a focused, high-profile event to launch this effort in such a way that a number of world leaders and media can participate in the creation and implementation of the fund. A sustained effort is needed to build the fund and diversify the level and nature of participation. The formal launch of the GSTF in a very public way will help to accelerate this process. This needs to be when the planning and recruitment of support and the development of policy conditionality have reached a level sufficient to make early projects possible and sufficient resources available to make these early projects credible. This event would be organized by an international invitations committee under the auspices of the Sir Arthur C. Clarke Institute for Telecommunications and Information (CITI) and its worldwide affiliates and partners (including GLOSAS, the Global University System, VITA, the University of Surrey) as well as others to be agreed such as WorldSpace, INTELSAT, Japan US Telecommunications Research Institute (JUSTRI), the Japan US Science Technology and Space Application Program (JUSTSAP). Preparation of Background Document for GSTF Launching Event Much more information needs to be assembled to describe the available technology and service capabilities of existing and planned systems. Also further efforts are needed to seek expressions of support or commitments from satellite service providers, ground terminal equipment providers, submarine fiber optic cable operators, and user computer and telecommunications equipment. There is also a need to complete an inventory of needs and organizations around the world that would seek to use the resources of a GSTF. This would include both a market assessment and an effort to obtain specific commitments from organizations to support the effort in terms of in-kind and financial support for tele-education, tele-health or related programs. Preliminary Concept of Format for the GSTF Launching Event The
meeting would last no more than 90 minutes and include no more
than 30 to There would then be presentations from the key organizations that have made the most important commitments. There would be vision speeches that address where we might go from here. These speeches might be made by such individuals as Jimmy Carter, Al Gore, Kofi Anan, Sir Arthur C. Clarke etc. The meeting would be followed by a high profile press conference that would announce the formation and nature of the GSTF. Arthur C. Clarke might be invited to participate in the press conference via satellite relay to talk about his initial vision of the "electronic tutor" and how the GSTF might be able to accomplish some of the goals he had envisioned some 2 decades ago. The organizers have already identified a number of potential pilot projects for the GSTF. These include several projects of the Global University System (Annex 1); the Millennium Satellite System for the Digital Divide (Annex 2); the Biosphere Project (Annex 3); Canal Futura Africano A 24-Hour-a-Day Portuguese Language Educational Television Service for Africa (Annex 4); Conversion of Zimbabwe Open University to Decentralized Web-Based Learning (Annex 5) and Satellite Web-Based Delivery for the South Institute of Information Technology (Annex 6). These projects are already in a relatively advanced state of preparation and could be implemented rapidly as GSTF funding becomes available.
The project should be completed one year from the start. Biodata on the GSTF Organizing Team
To date organization work over a period of almost three years has been carried out on a voluntary basis by the organizing team, and travel has been undertaken either at the organizers personal expense or using other sources of funding not earmarked for the GSTF. To move the GSTF to the launch stage over the coming year a major effort is envisaged, as spelled out above. While some additional in-kind funding can be expected from participants coming from international organizations and private sector companies, we now seek formal grant finance totaling US$235,000. This includes $40,000 for two workshops to set policy conditionality; $30,000 for local meetings and consultations with partner organizations; $50,000 for the GSTF launching event with global leaders; and a total of $100,000 for administrative expenses; organizer honoraria, and organizer travel. Establishing the GSTF requires a critical mass of global support. The ability to mobilize financial and in-kind resources for the GSTF depends on the credibility of the membership of its supporting Coalition. That credibility would be furthered by early support from such key international institutions as ITU, UNESCO, WHO, the World Bank Group (including the International Finance Corporation), the United Nations Development Program (UNDP), and the regional development banks the African Development Bank, Asian Development Bank, European Bank for Reconstruction and Development, and Inter-American Development Bank. Early support from prestigious private foundations and corporations committed to addressing the digital divide issue would be a great asset. No legitimate agency of standing would be excluded from participating in the Coalition. Over the past three years a good deal of thought has been given to the idea of creating the GSTF. The authors who represent the Clarke Institute for Telecommunications and Information, the Global University System, and GLOSAS and a growing number of other organizations that support the GSTF Coalition recommend that the following actions be undertaken:
PKnight/FMethod/JPelton/TUtsumi: 25/02/01 [i] The first draft of this proposal was developed by Dr. Takeshi Utsumi, Chairman of the GLOSAS/USA with Dr. Salah Mandil of World Health Organization (WHO) and presented at the International Workshop and Conference on Emerging Global Electronic Distance Learning (EGEDL'99) held August 9th - 13th, 1999 at the University of Tampere, Finland. EGEDL was sponsored by Alprint, the British Council, Finnair, Finnish Broadcasting Company, Foundation for The Support of The United Nations (FSUN), Japanese Medical Society of America, Ministry of Education Finland, Pan American Health Organization (PAHO), PictureTel, Sonera, Soros Foundation/Open Society Institute, United States Information Agency (USIA), United States National Science Foundation, and the Information and Development Program (infoDev) administered by the World Bank. The conference conclusions included a recommendation to work for the establishment of the Fund and the Coalition. Subsequently a working group was formed at a meeting held at the Pan American Health Organization in December 1999 to further develop the proposal and include policy conditionality. That working group presented its proposal at the inaugural meeting of the Arthur C. Clark Institute for Telecommunications and Information (CITI), held at INTELSAT headquarters in Washington, DC on 5 February 2000. A later version was presented at a TechNet seminar held at the World Bank on 19 October 2000. The present proposal was prepared by Peter Knight (Knight-Moore Telematics/CDI), Frank Method (UNESCO), Joe Pelton (Institute for Applied Space Research, George Washington University and CITI), and Takeshi Utsumi (GLOSAS). Helpful comments on earlier versions of the proposal were received from Carlos Braga, Michael Moore, Bruce Ross-Larson, and Lane Smith. |
||||||||||||||||