Subject: Report from Universal Access Workshop, TC97 My thanks to all who took part in the workshop, especially to those I recruited from the floor at the last minute! As moderator of this "pilot" consultation on national universal access strategy issues, I'd say that we successfully demonstrated the desirability, the utility and the feasibility of such a process. Regards Garth =================================================== Telecommunities Canada 97 UNIVERSAL ACCESS WORKSHOP Halifax, Dalhousie University Sunday, August 17, 1997, 1:30 - 5:30 pm PANEL PRESENTATIONS BY: Michael Binder ADM, Spectrum, Information Technology and Telecommunications, Industry Canada Garth Graham Telecommunities Canada Board, and EPS Steering Group Andrew Reddick Public Interest Advocacy Centre, and EPS Steering Group Marita Moll Canadian Teachers Federation, and EPS Steering Group Gareth Shearman Telecommunities Canada Board, British Columbia Community Networks Association, and CAP National Advisory Board SYNOPSIS OF BREAKOUT GROUP DISCUSSIONS BY PRIMARY QUESTION * HOW SHOULD WE PARTICIPATE IN THE EVOLUTION OF A NATIONAL STRATEGY ON UNIVERSAL ACCESS? * WHAT IS THE ROLE OF TELECOMMUNITIES CANADA IN THE VARIOUS PROPOSED NATIONAL ACCESS ADVISORY BODIES? It is fundamental for framing the scope of both the access strategy and advisory body processes that they allow for wide spread consultation and participation at the earliest stages. The interests of community nets should be represented in that consultation. But consultations are also needed to address better models for community networking and public access. To be successful, both processes must remain open with sound information sharing/communications plans designed to both inform and continually gather feedback. A generally accepted definition of access is needed to facilitate discussion and decision making. It is very clear that any definition or discussion of access must have the need for TWO WAY communication at its base (email was discussed as fundamental). Since A national consensus is needed, the consultation process must include key national interest groups (beyond community nets). But we suggest that telecos and big business should not be included. As many of the issues and factors fall within provincial jurisdiction, views must be sought at the local level and also consolidated/represented by province. A federal/provincial/territorial/municipal Access Strategy should be discussed at higher levels such as First Ministers Meetings and that the focus should be on "implementation" of a National Public Access Strategy, not just "discussions". More federal government departments need to be involved in the development of a cohesive action plan to be developed among all levels of government. As well, all levels of government need to focus more resources on the issues associated with public access policy. We suggest that Telecommunities Canada improve it's level of regional representation to be able to offer a more coordinated, stronger voice for involvement in processes such as the Access Strategy and the Advisory Body. There are things that we can do ourselves. At the local level all community networks can increase the level of debate about the allocation, use and funding of EPS by: - design opportunities and experiences to increase the discussion of EPS at the local level. - draw stakeholders into the discussion with surveys, public consultations and meetings. - assign people to monitor, edit and condense the discussion and post it publicly to both demonstrate the use of EPS and build expertise in its use. - continue to design and execute strategies for the creation of public access points. * WHAT CRITICAL NEEDS OF COMMUNITY NETWORKS SHOULD A NATIONAL ACCESS STRATEGY ADDRESS? Both the Access Strategy and the Advisory Body must be truly national in scope, recognize fully the regional and provincial differences which exist, and avoid stressing the commercial aspects of Internet access. Access to bandwidth, connectivity and universality are, and will remain, infrastructure issues which must be recognized and dealt with. Any process looking at the area of community access must focus on the whole access picture, community networks, community access, (CAP), sites and sites in libraries and schools. Both processes must understand that community is the key to community access, funding without strong community involvement is useless. To make community access less of a struggle, there are two key messages to keep in mind: * Communities must find and own their solutions * Community nets see themselves providing tools for communities The information base offered through community access is a primary issue. Coordination and the inter-relationship between all community access mechanisms; community networks, CAP sites, the education and library communities must continue to improve. Public terminals are essential components of community access. Governments are not going far enough to facilitate the necessary discussions re solving both financial and technical issues for community networking sites. A mechanism to allow for a "best practices" discussion forum needs to be put into place. CAP criteria should be amended to include applicants getting points for a commitment to turn a CAP site into a community network. ie establishing a "telecommunity presence". It was acknowledged that CAP has an awareness problem nationwide - especially among the public at large. It was suggested that "the government PR machine" be used to address this. C- Net (UNB) and related online technical discussions re networking and technical issues, need to be made available in french as well. Barriers to the development of community nets: * For individuals: Affordability - local / long distance charges to get online - cost for equipment purchase, upgrading, maintenance Literacy Techno-phobia Training Impressions / image of on-line activities (do not want to participate due to perceived nature of content - extremists, hate material, pornography, etc) For community nets: *all those mentioned above apply to the nets themselves as well* plus: Expertise - technical - organizational - specific skills (ex. Fund raising, marketing) Number of volunteers (burnout) Infrastructure *Needs a champion to make it work* *The key concern for community nets and CAP sites is sustainability The question of "access to what?" includes (in general order of priority): Training Email Equipment **comments made that this varies by community in terms of needed sophistication - dial in is sufficient for some communities Local content WWW * ARE THERE ANY CRITICAL DIFFERENCES BETWEEN COMMUNITIES OF AFFINITY OR LOCATION, OR BETWEEN COMMUNITY NETS IN URBAN AND RURAL AREAS? One breakout group felt that rural is different from urban, small communities are different from large ones and, as such, issues are often different. Another breakout group concluded that all of the barriers to the development of community nets listed above apply to both rural and urban settings, however the issues are even more intensely felt in rural communities. The same group felt that, with basic access to net services and infrastructure, the needs of "communities of interest" will be satisfied. * HOW DO WE FUND ELECTRONIC PUBLIC SPACE? A key issue with respect to the ongoing funding of electronic public space is defining affordable access and universality. Government programs at all levels, which are supporting public access, need to have more flexible spending guidelines. eg. Ontario provincial program was cited. Financial sustainability is "the" priority. CAP criteria require the participation of small businesses which are sometimes simply absent in very small communities. CAP sites need more than just seed funding and contract durations may need to be extended beyond 18 months. The Funding Models considered included: 1. 911 Model. 911 is now implemented nation-wide as a service deemed essential. Access is ubiquitous. Funding for the service is a hidden tax-Electronic Public Space (EPS) could also be funded as a hidden tax. 2. Explicit Tax Model. This model is considered to be extremely unpalatable to the public, and to the government. If there are about 11 million households in Canada, a tax of $10/month would bring in enough money to complement money obtained from a Universal Service Fund. There are possible options; such as electronic commerce transaction taxes, and the bit tax and modem tax (hardware tax) models promulgated by Arthur Cordell and others. It was noted that a solution like an Explicit Tax Model would be more acceptable if there were EPS National Standards akin to Medicare. 3. Public Utility Model. Treat EPS as just another utility like hydro and water. Utility charges for EPS would appear monthly on a household's utility bill. There was no support for this model because utility charges would increase significantly and it would probably be difficult for people to consider EPS as an essential utility. 4. Tax Relief Model. This model uses the existing tax structure by offering tax breaks for charitable donations for EPS-much like charitable donations. 5. Multiple Partnership Model. The group that generated the most models saw this model as the most feasible. It unbundles all of the access components (connectivity, training, content creation, etc) and brings together the private sector, the not-for-profit sector, governments, and citizens in an ongoing negotiation to determine what is fair and who will pay with a goal to stable funding of EPS. 6. Universal Service Fund Model. This model mirrors the American USF model by prescribing 1% of gross national revenues from the telcos, cablecos and wireless companies (1% of $20 billion CAN = $200m). This fund would be used for connectivity. Additional funds would be required for training and content. The group supporting this model acknowledged that it would be a tough sell to the private sector. Suggestions as to who would administer included the CRTC, Community Networks, Library Boards, and a National Access Board. 7. Community Cable TV model. Assuming that EPS is similar to crown land and that commercial rights are a subset of the entire electronic communications universe, it makes sense for the government to create a statutory obligation on business users to finance the development of electronic public space and provide assistance for public access. One group noted that the creation of public access TV channels on cable TV was one model of this type of funding - although it was not very effective and they did not want to repeat the same experience. The requirement of land developers to provide space for church, school and park development within their new neighborhoods was cited as another example of this type of development. 8. Negotiated fair price model. Assuming that EPS is considered another use of the total commercial communications "channel" then the users of EPS need to work cooperatively to negotiate a fair price for EPS. A variation of "fair price" is for tax dollars to be used to purchase EPS from the commercial interests which control the channel. A model similar to roadway taxes could be used which distributes the responsibility for collection and spending of the "taxes" amongst the appropriate levels of municipal, provincial and federal governments. 9. Negotiated replacement costs model. Community nets need to be in place in order for EPS to reach people. The private sector should "give back" to communities and people (since community nets are creating their clients. As personal services (government, private sector - banking) are replaced with online ones delivered in some cases by community nets - the resources saved by using this delivery mechanism should be reinvested in community nets / EPS. In other discussion it was noted that: - the fight for funding often unites and builds a community. - funding options should not be limited to just one or two models - the technical complexity of the communications "channel" requires extensive collaboration and interactively amongst government, business, private and public players. - local business has a rightful place as part of a local community. COMPLETE BREAKOUT SESSION NOTES BY GROUP GROUP FACILITATOR: Michael Williamson, National Library of Canada miw@ITS.NLC-BNC.CA Question: How to fund electronic public space? Background and Context This Group focussed on the U.S. Telecommunications Act of 1996 (An original bill to provide for a pro-competitive, de-regulatory national policy framework designed to accelerate rapidly private sector deployment of advanced telecommunications and information technologies and services to all Americans by opening all telecommunications markets to competition, and for other purposes) because it was precedent-setting in terms of designating funding (Universal Service Fund) by addressing the following questions: Who Shall Pay? Who Shall Receive? Who Shall Administer? The Act requires the FCC and the States to ensure that universal service is available at rates that are just, reasonable, and affordable. No such governance exists in Canada at this time, nor does it seem likely that something that is ostensibly as straightforward as the U.S. model will be considered for Canadian society. Funding Models The Breakout Group considered a number of existing funding models, including: 1. 911 Model. 911 is now implemented nation-wide as a service deemed essential. Access is ubiquitous. Funding for the service is a hidden tax - Electronic Public Space (EPS) could also be funded as a hidden tax. Whether or not citizens and communities would ever view EPS as essential as 911 is open to debate (911 service was not universal in Canada until recently, and was not considered to be essential until it had garnered public attention and support). Because this model would still constitute a tax - albeit hidden - it is probably a hard sell to the public. 2. Explicit Tax Model. While this model must be mentioned, the Breakout Group considered it to be extremely unpalatable to the public, and to the government. The simple equation that public money should pay for what are considered by some to be public services no longer applies. If there are about 11 million households in Canada, a tax of $10/month would bring in enough money to complement money obtained from a Universal Service Fund. However, that being said, there are possible options such as electronic commerce transaction taxes which would have to be negotiated at the international level; because 80% of web content on the net is commercially-based, clearly there could be sizable revenues as transaction-based activities accelerate. The bit tax and modem tax (hardware tax) models promulgated by Arthur Cordell and others are other tax-based considerations. While there was support for these tax-based models, there was a realization that they are only part of the puzzle. It was noted that a solution like an Explicit Tax Model would be more acceptable if there were EPS National Standards akin to Medicare. 3. Public Utility Model. This model treats EPS as just another utility like hydro and water. Utility charges for EPS would appear monthly on a household s utility bill. This model has been suggested in Edmonton because utility companies can see windows of opportunity by participating in the knowledge society. There was no support for this model because utility charges would increase significantly and it would probably be difficult for people to consider EPS as an essential utility. 4. Tax Relief Model. This model uses the existing tax structure by offering tax breaks for charitable donations for EPS-much like charitable donations. 5. Multiple Partnership Model. This model attempts to unbundle all of the access components (connectivity, training, content creation, etc) and brings together the private sector, the not-for-profit sector, governments, and citizens in an ongoing negotiation to determine what is fair and who will pay with a goal to stable funding of EPS. This model was seen to be the most feasible one. 6. Universal Service Fund Model. This model mirrors the American USF model by prescribing 1% of gross national revenues from the telcos, cablecos and wireless companies (1% of $20 billion CAN = $200m). This fund would be for connectivity. Additional funds would be required for training and content. There was support for this model as well but acknowledgement that it would be a very tough sell to the private sector. The question of who would administer an USF was difficult to answer. Suggestions included the CRTC, Community Networks, Library Boards, and a National Access Board. GROUP FACILITATOR: Bruce Findlay FINDLABE@gov.ns.ca The group concentrated on the discussion questions related to the Industry Canada/Heritage Canada National Access Strategy and the National Access Advisory Body recommended by the IHAC in their second set of recommendations. Specifically the comments and recommendations of the group centered on process and content. Process The group recommended strongly that both the access strategy and advisory body processes allow for wide spread consultation and participation at the earliest stages. It was felt that this participation was fundamental for framing the scope of both processes. To be successful both processes must remain open with sound information sharing/communications plans designed to both inform and continually gather feedback. It was suggested that Telecommunities Canada improve it's level of regional representation to be able to offer a more coordinated, stronger voice for involvement in processes such as the Access Strategy and the Advisory Body. Content Both the Access Strategy and the Advisory Body must be truly national in scope, recognizing fully the regional and provincial differences which exist. Both processes must avoid stressing the commercial aspects of Internet access. With respect to infrastructure, access to bandwidth, connectivity and universality are, and will remain, issues which must be recognized and dealt with. A key issue with respect to the ongoing funding of electronic public space is defining affordable access and universality. Any process looking at the area of community access must focus on the whole access picture, community networks, community access, (CAP), sites and sites in libraries and schools. Both processes must understand that community is the key to community access, funding without strong community involvement is useless. Short Snappers/ Other Comments Rural is different from urban, small communities are different from large ones and as such issues are often different. Public terminals are essential components of community access. The information base offered through community access is the primary issue. Coordination and the inter-relationship between all community access mechanisms; community networks, CAP sites, the education and library communities must continue to improve. GROUP FACILITATOR: Patricia Williams Williams.Patricia@ic.gc.ca Points: 1. Financial sustainability is "the" priority. CAP criteria require the participation of small businesses which are sometimes simply absent in very small communities. CAP sites need more than just seed funding and contract durations may need to be extended beyond 18 months. 2. Governments are not going far enough to facilitate the necessary discussions re solving both financial and technical issues for community networking sites. A mechanism to allow for a "best practices" discussion forum needs to be put into place. 3. KEY POINT There is a lack of a national strategy and consultation process including key national interest groups. It was suggested that telecos and big business should not be included in these discussions. 4. CAP criteria should be amended to include applicants getting points for a commitment to turn a CAP site into a community network. ie establishing a "telecommunity presence". 5. A federal/provincial/territorial/municipal Access Strategy should be discussed at higher levels such as First Ministers Meetings and that the focus should be on "implementation" of a National Public Access Strategy, not just "discussions". 6. It was acknowledged that CAP has an awareness problem nationwide - especially among the public at large. It was suggested that "the government PR machine" be used to address this. 7. Government programs at all levels, which are supporting public access, need to have more flexible spending guidelines. eg. Ontario provincial program was cited. 8. More federal government departments need to be involved in the development of a cohesive action plan to be developed among all levels of government. As well, all levels of government need to focus more resources on the issues associated with public access policy. 9. Public consultations are needed to address better models for community networking and public access. 10. C- Net (UNB) and related online technical discussions re networking and technical issues, need to be made available in french as well. GROUP FACILITATOR: Barbara Motzney Barbara_Motzney@pch.gc.ca General Discussion: - First part of this group's session focused on experiences of those present, discussing their concerns surrounding "How do we make it less of a struggle?" - Key message throughout all discussions: * Communities must find and own their solutions * Community nets see themselves providing tools for communities Barriers / issues to the development of community nets: For individuals: Affordability - local / long distance charges to get on line - cost for equipment purchase, upgrading, maintenance Literacy Techno-phobia Training Impressions / image of on-line activities (do not want to participate due to perceived nature of content - extremists, hate material, pornography, etc) For community nets: *all those mentioned above apply to the nets themselves as well* Expertise - technical - organizational - specific skills (ex. Fund raising, marketing) Number of volunteers (burnout) Infrastructure *Needs a champion to make it work* *The key concern for community nets and CAP sites is sustainability - General discussion concluded that all the issues above apply to both rural and urban settings, however the issues are even more intensely felt in rural communities. - On the issue of "communities of interest" - participants felt that with basic access to net services and infrastructure, those needs will be satisfied. Participation in National Access Strategy *a generally accepted definition of access is needed to facilitate discussion and decision making YES - interests of community nets should be represented - as many of the issues / factors fall within provincial jurisdiction, views must be sought at the local level and also consolidated/represented by province - a national consensus is needed, as is cooperation among a range of interests (beyond community nets) Access to (in general order of priority): Training Email Equipment *comments made that this varies by community in terms of needed sophistication - dial in is sufficient for some communities* Local content WWW -Very clear that any definition or discussion of access must have the need for TWO WAY communication at its base (email was discussed as fundamental) Funding EPS: - community nets need to be in place in order for EPS to reach people - private sector should "give back" to communities and people (nets are creating clients!) - as personal services (government, private sector - banking) are replaced with online ones delivered in some cases by community nets - resources saved by using this delivery mechanism should be reinvested in community nets / EPS GROUP FACILITATOR: Jon Hall jonhall@freenet.edmonton.ab.ca The group tackled two questions: How to Fund the creation of EPS and what delegates can do immediately at the local level to support national and larger efforts. How to fund EPS 1. Assuming that EPS is similar to crown land and that commercial rights are a subset of the entire electronic communications universe, it makes sense for the government to create a statutory obligation on business users to finance the development of electronic public space and provide assistance for public access. The group noted that the creation of public access TV channels on cable TV was one model of this type of funding - although it was not very effective and they did not want to repeat the same experience. The requirement of land developers to provide space for church, school and park development within their new neighborhoods was cited as another example of this type of development. 2. If EPS is considered another use of the total commercial communications "channel" then the users of EPS need to work cooperatively to negotiate a fair price for EPS. 3. A variation of #2 above is for tax dollars to be used to purchase EPS from the commercial interests which control the channel. A model similar to roadway taxes could be used which distributes the responsibility for collection and spending of the "taxes" amongst the appropriate levels of municipal, provincial and federal governments. In other discussion it was noted that: - the fight for funding often unites and builds a community. - funding options should not be limited to just one or two models - the technical complexity of the communications "channel" requires extensive collaboration and interactively amongst government, business, private and public players. - local business has a rightful place as part of a local community. What Can We Do At the local level all community networks can increase the level of debate about the allocation, use and funding of EPS by: - design opportunities and experiences to increase the discussion of EPS at the local level. - draw stakeholders into the discussion with surveys, public consultations and meetings. - assign people to monitor, edit and condense the discussion and post it publicly to both demonstrate the use of EPS and build expertise in its use. - continue to design and execute strategies for the creation of public access points.