January 16, 1997
6,070 words
Our
Past is Our Future:
Investing
in our Cultural Heritage
or
(How to Solve the
Urban Rubik’s Cube!)
by
Ismail
Serageldin
Vice-President, The
World Bank
Washington, DC
Important
issues:
The protection of our cultural heritage is an essential
part of protecting a sense of identity, a sense of who we are, that underlines
that the present is a link from a well defined past to a future crafted by our
actions, guided by our aspirations and our innate abilities, individually and
collectively This cultural heritage
covers many things: literature, visual art, music buildings, customs, ritual
and the objects of everyday use. This
essay will focus the built environment and specifically historic cities. By that, we mean the living historic cities,
not the conservation of monuments and archaeological sites. More focus will be given to the living cities
of the developing world, where the challenge of protecting the heritage is
greatest.
A
critical social discourse:
The rapidly urbanizing developing world faces many
social challenges. Population growth, influx of rural migrants, and an evolving
economic base, all challenge the ability of the cities to provide jobs and
livelihoods. Crumbling infrastructure, poor and over stretched social services,
rampant real estate speculation and weak governments all contribute to putting
tremendous pressure on the central cities, often loci of invaluable
architectural and urbanistic heritage, while the degradation of the urban environment
limits the abilities of a growing, shifting homeless population to take root
and establish communities with a minimum standard of decent housing. The
animosities between groups rise and tensions within the cities fray the social
fabric as much as economic speculation transforms the urban tissue. The inner
historic cities are increasingly ghettoized, with the middle-class and economic
activities either fleeing the historic core or actively destroying its very
fabric.
Against this spiral
of mounting problems, a response is possible. This positive response to the challenges of old cities is
possible, even under difficult conditions. To protect the urban context, the
sense of place and to revitalize the old city is indicative that a whole city
can be kept alive, its economic base rejuvenated and its links to the
surrounding modern city reinforced. This requires much more than a restoration
project, it requires Herculean efforts at urban revitalization.
Within that context, some efforts have doe much that is
innovative, creative and successful.
Such projects, many of which have been recognized internationally by
various awards and publications, have each shown in an exemplary fashion one
facet of the solution. The proper integration of the old city, restored and
renovated, into the fabric of the new metropolis is feasible and has been
successfully achieved in some places, like Bukhara.
In some cases, the linking of the restoration of the different buildings
has been achieved to make the whole more than the sum of the parts, as was done
in Sanaa. In rare cases it has been
possible to transform the socio-economic base, as was done in Hafsia in Tunis. Problems of the poor and of potential
community strife were addressed in the Aranya project in Indore, India. The intractable problems of the homeless were
addressed in the Hyderabad,
Pakistan Project. And there are so many
more excellent projects to learn from, even if each provides a creative
solution to only part of the problem.
Together, these projects have much to say to enrich the
international debate about the problems of rapid urbanization, historic cities
and the problems of a growing urban underclass.
But these are only facets of the solution, addressing parts of the
problem. What is needed is to bring them together in a framework that would
engender the positive processes needed to create a powerful upward spiral of
investments, social cohesion and rising incomes, that gives again to the old
historic cities their inherent vitality and retains their unique charm.
Architecture
and Urbanism:
Too frequently, the question of new building in historic
areas is fraught with polemics. Clearly, to insert new buildings in a historic
context is one of the most difficult things an architect confronts. Yet the
thought of preserving cities frozen in time, just for their quaintness, would
run counter to any notion of the city as living organism. The museum city, such
as Khiva, is not likely to be the historic living city that we aspire to keep
alive.
But how to build in historic areas? This goes to the
very heart of what great architecture is all about.
The
language of architecture is more than form and esthetics. It evokes the past,
prefigures the future, and articulates the present urban reality for all
people. The language of architecture is therefore an integral part of
manifesting a society’s image of itself, while architects are both the
custodians of a past legacy, an architectural and urbanistic heritage of forms
and spaces, as well as the creators of the heritage of tomorrow.
Architecture
is the most localized of the arts. It is rooted to site. It must respond to
functional realities and user needs. Yet it is more, much more. To the extent
that location provides context and user needs provide the functional
requirements, architecture is specific to a particular society and locale. To
the extent that architecture responds to the universal and to the evolving
globalization and its challenges, it must transcend the limits of the locale
and provide more to the user, and the viewer, than just the functional response
to felt needs. It has an emotive quality and symbolizes a state of being.
In
the Developing world, the crisis of identity is manifest in the choice of
architectural vocabularies. These tend to either reject the contemporary and
repeat the iconic forms of the past, a position charged with ideology by a type
of architectural traditionalist fundamentalism, or they try to break out of the
locale and import the westernized modern as an expression of “progress”. Both
of these approaches tend to be heavy handed and devoid of sensibility to either
time or space.
What
is needed, and is still all too infrequent, is an architecture that can reflect
and enrich the critical discourse about the contemporary architectural language
and expression. An architecture that reinterprets the past through contemporary
eyes, and sees respect for the heritage not in the slavish copying of past form
but in the respectful incorporation of
the spirit of the past in the new.
When
that is done, we will have an architecture capable, by the quality of its
innovative solutions, not only to protect the historic district’s character,
but also to enhance the sense of place that it engenders. Such projects make a real contribution to an
architecture of humanism, that transcends the boundaries of place.
Innovative Concepts:
Progress
is hostage to innovation. The incremental improvements of past forms or
solutions is seldom able to respond to the needs of tomorrow. Such approaches
do not possess the liberating contribution of innovative concepts that open the
door to rethinking the content of the challenge of the evolving world around
us, and to the avenues that should be pursued to find fertile grounds to plow.
Such innovations, that require breaks with the conventional, are seldom born in
perfection. The innovators are risk takers, who bring a subversive creativity
to challenge us all to rethink what we have long taken as granted. The risk takers must be recognized for what they
do, arguably a far more important contribution than just another
well-functioning building.
The
developing world today, the entire world, needs the creative leaps of the
imagination that dare to think what remains unthinkable within the confines of
the conventional wisdom, which by definition reflects the experience of the
past.
Intervening in historic
cities:
From
the soaring language of architecture and form, we must come down to the prosaic
world of politics and finance. Without finance there would be no projects,
period! But Finance and economics are dependent on a framework that brings
together the different actors, public and private, international, national and
local, formal and informal in a manner that the whole is more than the sum of
the parts. Such processes require not only sound finance and economics, but
also effective political processes that bring all these actors together towards
working collaboratively on effective approaches to conservation and
socio-economic rejuvenation in historic cities.
In general terms,
most approaches involve some combination of the following:
• Restrictions on activities in
the historic areas. The most obvious
such restriction is not to destroy culturally-significant structures. Restrictions may go further, however, by
requiring particular standards of upkeep or specifying how that upkeep should
be carried out (for example, by requiring particular materials that match those
originally used). The activities that can
be carried out in such areas are also often restricted. Such restrictions can be imposed on both
public and private sector activities.
• Conservation
activities on specific structures that are particularly significant.
• Measures to encourage
conservation by other actors. In an
urban context, direct intervention to conserve all structures is
impractical. Conservation efforts,
therefore, are dependent on an incentive framework that will encourage
spontaneous efforts by other agents.
Some
of these actions can be deliberately chosen and directed by government
decision-makers, but many others will be outside their direct control and will
depend on independent decisions made by many private-sector actors. Analysis of such efforts must include,
therefore, both an economic and a financial analysis. The economic analysis asks whether the
proposed investments are worth undertaking: do their benefits to society as a
whole exceed their costs? The financial
analysis, on the other hand, examines the specific costs and benefits that
different groups will experience as result of these investments, and asks
whether each such group will individually gain or benefit from them.
The Rubik’s Cube:
Like
the great and elegant puzzle known as Rubik’s cube, where aligning the mosaic
of one face tends to undo the matched colors of the other face of the cube, so
too trying to match sensitive architecture and urbanism, sound municipal
finances, adequate incentives for the private sector, concern for the poor and
the destitute, and community involvement and participation while promoting
socio-economic diversity and pluralism also seem impossible to resolve. Like
Rubik’s cube, however, the solution, though very difficult, is possible. It
requires patience, dedication and imagination.
but it is possible.
To
understand better the faces of the Rubik’s Cube and the thread to be followed
for a solution, we must start by identifying the multiple actors, the different
levels of decision making, and above all a leitmotif that we must not lose
sight of: who pays and who benefits?
The
actors are many: The government, national and local, the international
community and its agencies, the tourists, both national and local, who visit
the historic cites, the private sector, both international and national, who
will invest in the old historic core, for commercial or real estate
development, and the local residents, be they owners or renters, the poor, who
risk being displaced by the unaffordability of the changes, not to mention the
local community, for whom this is not just home, but also a fundamental part of
the definition of their identity, and who can be the very real agents of
transformation when they are adequately mobilized and organized, especially the
women, who are the primary agents of the networks of cooperation and reciprocity,
that create a sense of social solidarity in the community.
Each
of these actors has a different way of looking at the problem of rejuvenating
the historic cores of living cities in the rapidly evolving context of
developing countries. They will have their own calculus by which they will
decide whether to invest their effort and funds in the renewal of the historic
core and the preservation of its unique character. he problem lies in the fact
that the set of incentives that are necessary for each to act in a particular
way is not independent from the others. Thus, the context of the fiscal and
regulatory regimes that will govern economic activity and social life in the
historic city must be so designed to give each the necessary set of incentives,
so that the whole act in concert to reverse the negative downward spiral we
described, and so that the whole is more than the sum of the parts, and create
a positive spiral of renewal. Herein lies the analogy with the Rubik’s Cube
puzzle. trying to shore up the finances of the municipality through more
rigorous taxation may discourage the necessary private investment, while
excessive incentives to the private investors could bankrupt the municipality.
Attracting higher income residents in the city may raise the revenues and
create economic opportunities, but it could also lead to the displacement of
the local population. Thus the striking the balance between the needs o fall is
the trick required to rejuvenate the economic base of the historic cities while
protecting their unique heritage and maintaining their social cohesion. This is
the equivalent to solving the Rubik’s Cube.
So
let us start by looking at the different types of economic and financial
analysis that we will have to bring into play to define the parameters by which
the decisions of each of the actors is likely to be made and accordingly to
arrive at the right balance of incentives and regulations that will be
required.
Economic
analysis, drawing on the
work done in environmental economics in the last fifteen years or so, the
calculation of costs and benefits can be undertaken. The results of this
analysis would be of primary interest to the national government that must
decide to invest public resources that may not be offset by direct revenues.
Such an analysis is also essential for
the international financial community that must decide whether to
finance the proposed interventions of the national governments, whether with
loans or credits. The economic studies could also be very relevant to those who
would provide grants for the international support to an invaluable part of the
world heritage. True, some sites and buildings are so valuable, that the cost
benefit criterion does not apply, and we tend to look at the cost-effectiveness
method to evaluate possible courses of action. But the reality of available
resources makes such exercises few and far between.
The
result of such analysis is not only a single number, the internal economic rate
of return (IERR) or even the net present value (NPV) of the proposed
investment, it should also identify the different actors and the parts of the
cost and the benefit streams that they would assume. This is essential then in
the context of the leitmotif we sketched out (who pays and who benefits), in order
to help set the overall framework for the regulatory, fiscal and financial
plans that would be both equitable and effective.
Organizing the Public Finance
role: The definition of responsibilities between the national and local
government is important and would require an equally clear distribution of
authority on revenues and expenditures. The combination of actions at the
national and local level creates the framework within which the individual
investment decisions of the residents and the private sector will be
undertaken. Recognizing the different public sector perspectives of the local
and national governments as well as other involved public agencies is an
important nuance in defining a work program that is effective and
implementable.
Financial analysis. If the economic analysis shows that returns
are positive, then the total benefits of the proposed investments exceed the
total costs. Society as a whole will be
better off; individual sub-groups may be worse off, but the gains by other
sub-groups will outweigh them. In
principle any sub-group of society that is worse off can be compensated by
those that emerge better off. In
practice, however, this theoretical compensation of losers often does not
occur. The economic analysis, therefore,
must be supplemented by financial analysis of the specific impacts of the
proposed investments on particular groups. This is important for three reasons:
• Sustainability: financial flows will
determine the sustainability of many activities. Socially beneficial activities have often
failed because agencies charged with implementing them have not had sufficient
resources to do so.
• Incentives: private sector agents
need positive financial flows if they are to respond as hoped; indeed, if they
do not receive them they may not only fail to participate in conservation
efforts but may actively oppose them.
• Equity: some groups that are
adversely affected by the proposed investments may be unable to make their
interests be heard. In the context of
historic cities, this is particularly true of poor residents. Such groups already live in wretched
conditions, and it is important to check that the proposed investments do not,
at the very least, aggravate their plight.
Solving the Rubik’s Cube:
The success of investments in cultural
heritage in historic cities depend on the cooperation of a multiplicity of
actors, whose perspectives must be taken into account. Financial analysis needs
to be undertaken for three groups or sectors:
• Public sector: Public finance issues
need to be examined at several levels.
The analysis can be used to define clearly what costs should be incurred
at what level of government (local or national), what revenues may be levied,
also by level of government, and whether these levies should be earmarked or
simply channeled through the general treasury.
It is particularly important that separate financial analyses be
undertaken from the perspective of the municipalities and any implementing agencies
involved; inadequate financial flows to municipalities and other implementing
agencies have often led to the failure of projects. It is also important to ensure that local
authorities have access to sufficient resources to maintain the investments once
they are in place. The analysis may well
show that changes are needed in the way that revenues are raised and
allocated. Revenues from tourism, for
example, are often captured by the central government, giving local authorities
little incentive to undertake activities that encourage it.
• Private sector: Conservation
strategies in historic cities often rely heavily on induced investments by the
private sector, including tourism operators, commercial establishments,
property owners, and others. Moreover,
the financial sustainability of the efforts from the perspective of local
authorities often depends on taxies and levies capturing a portion of the
benefits derived by private sector actors.
The viability of investments that these various agents are expected to
make must be subject to financial analysis to determine their likely
profitability. The structure and
magnitude of any proposed taxes and levies must be carefully examined to ensure
that they do not stifle the profitability of private investment necessary for
the renovation of the economic base.
(Changes in policies adopted for other reasons may also be necessary to
achieve this goal, in addition to changes in the levies, taxes, and regulations
imposed as part of the conservation effort itself.)
• Poor residents: An analysis of affordability is needed to make sure that
the poor can still have access to renovated residences, and that levies for the
necessary infrastructure investments do not become prohibitive. This type of analysis would help guide the
levels of service and standards to be used for the upgrading.
The
alignment of the results of these different analyses, all yielding positive
incentives for the different groups of actors, along with an effective overall
economic analysis capturing the international dimensions of the heritage
questions, is still not enough to solve the Rubik’s Cube. The political process
within which these decisions are undertaken, the involvement of the local
communities, the participation of the poor, the empowerment of the key actors
in the neighborhoods, especially women, and the manner in which this is all
done are all critical to make an urban rejuvenation and conservation effort a
success. Only when we have mastered these aspects as well as the financial and
economic aspects will the Rubik’s cube yield to an elegant and deceptively
simple solution!
The Institutional
dimension:
Clearly,
the nature of the institutional arrangements in a particular city could help or
impede the search for the elegant solutions of the Urban cultural heritage Rubik’s
cube. The arrangements are usually complex and bureaucratic. They involve
multiple agencies and many bureaucracies but are not adequate to actually
involve many of the inhabitants or to address the needs of private investors
who could be key in rejuvenating the economic base of the historic city.
One of the approaches that could be
explored in this context is the use of a historic district development
authority. Elsewhere, I have written about this aspect of the problem, but the
idea is simple enough: to cut across the forests of red tape with one bold
piece of legislation and to structure its decision making in such a way that it
provides accountable but effective and efficient management with a primary
responsibility for all aspects of the historic area.
One
key innovation would be to recognize the rights of all actors in a set of
shares that could be allotted in proportion to the stake they have in the
geographic area under consideration. This would give the government a
significant position to start with since the government owns through the public
spaces a significant part of the land. The market value of rented space could
also be recognized in the allocation of shares in this system.
How to Conserve: Adaptive
re-use and flexibility.
The
need to preserve has to be matched by the need to provide flexibility of
reuse. Experience shows that excessively
rigid adherence to restoration standards, i.e. where nothing is changed form
the original can lead to less than optimal use of the properties. A case from
the UK is instructive: two
buildings in Bath,
of exactly identical appearance, one of which was totally remodeled from the
inside, basically allowing a totally different layout while maintaining the
facade unchanged, the second being maintained and remodeled exactly as it was
both inside and outside. The former rented at L18 per sq.ft. the going rate,
the latter remained vacant for 2 1/2 years.
This calls into question the need to review the prevalent practices in
conservation to ensure that purity of purpose does not constrain the ability to
strangle the economic and social revitalization of historic city cores.
Examples
from Washington DC also bear out this need for
flexibility. Successful private
redevelopment has sometimes carried flexibility to extremes of “facadism”. An
example is the Red Lion row-houses on Pennsylvania
Avenue, where the facades of old residential
buildings are protected, but the interior spaces are combined for commercial
use and linked to new and discrete architectural construction.
A
more interesting example is the restoration of the Willard Hotel. The Willard Hotel
in Washington DC represents a very successful effort at
architectural conservation and addition. The historic hotel whose lobby was
such an important meeting place in the 19th century that it gave us the term
”lobbying” in the language, has been restored in all its splendor. However, to
make the renovation project pay, the developers had to build a new addition of
commercial offices and shops. This was very elegantly done, echoing but not
copying the architectural motifs, and cascading downwards from the roof line of
the original. A more muted color tone, a
gentle setback around a courtyard and the whole is that most elusive of all
successes where the new not only blends with the old, but actually enhances it.
It is one of those rare cases where the whole is indeed more than the sum of
the parts.
Affordability and the poor:
The
vast majority of those living in the dilapidated buildings of old historic cores
of the cities of the developing countries are poor. Yet, it would be mistake to assume that all those who live in
historic cities are poor. Far from it.
There is considerable wealth in pockets of the old cities, and commerce there
seems to be very remunerative, if for no other reason than the enormous
densities and frequent tourism. Yet, it
is the poor who are most at risk of involuntary displacement and/or of being
squeezed by the cost recovery of new infrastructure investments executed in
ways and at standards that have more to do with the perceptions of
acceptability of higher income decision makers than with the needs of the
poor.
From
a sociological as well as an economic point of view it makes eminent sense to
minimize involuntary displacement.
Oustees should then be treated as fairly as possible, compensated for
the disruption in their lives, and assisted in starting anew elsewhere. The power of eminent domain should not be
abused. With such an approach, the
process of renewal of the historic cores can become a major source of community
pride and civic engagement, just as it
can draw strength from the unleashed power of the community to take charge of
its own destiny. It is thus essential to
involve the local communities in the design and implementation process.
The
quest for economic and financial rigor should not lead to a regime where the
cost recovery and user fees result in effective large scale displacement of
many poor residents. This is neither
humane nor essential for success. But it should not be confused with an
assumption that no change of any kind is to be tolerated. Some gentrification is likely and should be
welcomed, so that the inner core of old cities do not become receptacles for
only the poor and destitute, but benefit from a mixed range of socio-economic
groups and occupations. This would
enhance the vibrancy of the city and its fabric, and is quite feasible, as
Hafsia in Tunis
has shown. Indeed, a carefully graduated
system of levies can marry the needs of sound fiscal management and ability to
pay of the population. That is why a
careful affordability analysis is relevant to round out the other financial and
economic analyses in a thoughtful project of rejuvenating a historic city in
the developing countries. It can be done.
Examples:
Hafsia, Tunis:
The historic cores of the cities of the Muslim world are
under assault. Treasures of the architectural and urban heritage of the world,
these city cores are victims of crumbling infrastructure and real estate speculation.
They have become depositories of the poor in dense and unsanitary conditions.
The inner historic cities are increasingly ghettoized, with the middle-class
and economic activities either fleeing the historic core or actively destroying
its very fabric.
Against that background, Hafsia represents an exemplary
success in revitalizing the economic base and diversifying the social mix of
the inhabitants of the old medina. The middle class has returned to the old
medina, making it once more the locus of social and economic integration that
it historically had been. This is a unique success in reversing the negative
trends seen throughout the Muslim world.
This project received widespread recognition in 1983
when it won the Aga Khan award for Architecture because of its ability to
contain the damage of earlier misguided efforts at large scale development in
the area, by encircling the three apartment buildings and the two schools and
creating the covered souk that organically re-links the two parts of the old
city texture and sensitively inserting some scaled housing that emulates the
texture. The key questions raised then were whether a second phase would be
able to do more than just promote a physical implant of a few new houses. The
response over the past decade has been spectacular. The second phase has not
only successfully confounded the skeptics, but also won the unique distinction
of a second Aga Khan award for Architecture in 1995.
In an amazing amalgam of public and private, the Municipality of Tunis, the ASM and the ARRU have
succeeded in reducing the enormous population densities in the old wekalas,
dealing with the displaced through a sensitive resettlement scheme.
Rehabilitation of the structures through credit schemes have worked extremely well
in all but the rent-controlled non-owner occupied structures. The success of
the project in 1995 in
nudging the government to finally remove the rent-control law has effectively
lifted the remaining obstacle to commercially financed rehabilitation of these
non-owner occupied rental units.
Hafsia II is a financial, economic and institutional
success. Cross-subsidies have made the project financially viable as a whole.
The rates of return on public investment have been high. The multiplier effect
of private to public funds has been of the over 3 to 1. All of this has been
accompanied by a sensitive treatment of the urban texture, and an integration
of the old city with its surrounding metropolis. It is a project worthy of
study and emulation.
The case of Fez:
The project for the rehabilitation of the
old medina of Fez
is an example of how a carefully designed operation can weave the different
strands of all the various aspects discussed in this essay. It represents the most comprehensive effort
to date to deal with the problems of a dense medina, one that is on the World
Heritage List.
Whether this project will be successful
or not in implementation will depend on many things, not least of which is the
institutional arrangements chosen to implement
it. But the project has already
yielded an enormous amount of
sophisticated analysis that should be a benchmark for future projects of this
kind.
Briefly stated, the project will involve
an improvement in the infrastructure of the old medina, including improved
access for some parts of the area as well as an emergency road network (tight
at 1.7 meters,
but still passable with special vehicles), assistance to owners and residents
to upgrade the dilapidated housing stock, and incentives for the commercial activities,
as well as enhanced tourist visits. The
project is conceived as a public-private partnership and designed in a
participatory fashion with the FES-ADER playing an important role in grounding
the operation in the community. External consultants from the Harvard
University Unit of Housing have focused as much on innovative capacity building
as on rigorous analysis.
The benefits of the project include
improved infrastructure, especially the emergency access network, improved
living conditions, including incentives for upgrading substantial parts of the
residential housing stock, restoration of important parts of a jewel of the
world urban heritage, rejuvenation of the commercial activities in the old
medina and increased tourism revenues.
the rate of return for the pubic
investment appears to be quite robust against downside scenarios of cost
overruns of the order of 10-20% remaining consistently over 10% after the
eighth year.
At this point, I want to caution against
a tendency to limit the benefit stream to the increased revenues fro
tourism. Even if it proves to be more
than enough to justify the investment in economic terms, it is an inadequate
framework to measure the benefits of heritage.
A benefit stream that focuses exclusively
on tourist revenue not only misses the intrinsic value of the heritage, it
could lead to three erroneous conclusions, that are imbedded in the logic of
such an analysis:
·
That those areas of the cultural heritage
where you could not generate a sufficiently large tourist stream are not worth
investing in. This is a denial of the
intrinsic worth of the cultural heritage, both for the people there and for the
enrichment that it brings to the world at large by its very existence. After all, many of us will not visit any of
the sites on the world heritage list, but we would feel impoverished to know of
the loss of such sites, and feel enriched by their continued existence, even if
we never visit them.
·
That maximization of the number of
tourists visiting the place and the amount that they spend would be desirable,
since it increases the benefit stream.
in fact, in many cases, such a development would destroy the charm of
the place and denature the activities that are endogenous to the cultural
setting.
·
that if another and mutually exclusive
investment -- say a casino on the beach -- resulted in increased tourist
dollars for the country, we should leave the old city without restoration and
build the casino.
Clearly, all these conclusions are
neither justified nor defensible. We must look for the intrinsic value of the
cultural heritage above and beyond what it is likely to generate in terms of
tourist dollars.
In the case of Fez, a special study was undertaken to try to
capture the added value of the historic heritage. Three different methods were used, in
addition to the conventional estimation of added tourist revenues through the
result of increased stays or increased spending per tourist. The first sample was of tourists who had
visited Fez,
and an estimate of how much they would be willing to invest to upgrade the old
town yielded the figure of some $11 million dollars. The second samples involved tourists in
Morroco who had not visited Fez,
and the estimate from that yielded some $33 million (because the total numbers
are larger, even if the per person willingness to pay was lower). This could be called an “option” value for
the heritage of Fez,
since the interviewees could presumably visit there some day. The last sample involved a Delphi
approach with some Europeans who ad never visited Morroco and who were not
necessarily likely to in the near future.
Their estimates, if generalized to other European households yields a
non-use value for the existence of the heritage in Fez at over $300 million. The purpose of such numbers is not that they
would be translated immediately into some added revenue for the maintenance and
restoration of the Fez heritage, but rather that there is a large intrinsic
value that goes beyond what is actually measured by or measurable by actual
tourist revenues.
The estimation of such “existence” values
is not a senseless academic exercise. It
is an effort to grapple with and ultimately define the intrinsic worth of
protecting the cultural heritage. It is
very similar tot he work that has been done in environmental economics to
estimate the existence value of biodiversity.
In that case, patient analytic work over a number of years led to the
recognition of the global benefits associated with the local costs of
protecting the environmental asset, say biodiversity in a rain forest. This was the foundation for creating the
Global Environment Facility (GEF), which has already provided more than $3
billion of grants to poor countries to covert he incremental cost of protecting
the global environment.
Surely, the parallel with the cultural
heritage of the world, especially that which is recognized as part of the world
heritage list, is striking. Conserving
the cultural built heritage needs to be recognized in a similar fashion to the
way we recognize the conservation of the natural environment. Here too, the costs of the conservation are
local but the benefits are global.
Perhaps we can hope to see a Global Cultural Facility (GCF?), that would
garner funds on a much larger scale than those currently provided to the World
Heritage Fund which are a mere fraction of what is needed to address the major
challenges of conservation that we face around the world.
Envoi:
For
the sake of the world who needs a memory to have an identity;
For
the sake of all humanity who would be impoverished if the magnificent heritage
of the past is no more;
For
the sake of the poor who should not be displaced to make room for the rich;
For
the sake of the overwhelmed local administrations that have become the
custodians of such treasures but lack the means to meet the simplest and most
basic requirements of their citizens
For
the sake of the communities, that must not be wrenched apart to adjust to the
new economic realities, but should find the ways that these would benefit and
empower them;
For
all our sakes.. we must learn to master the Rubik’s cube of social, economic,
environmental and physical complexities, so that the rich legacy of the past
becomes a continuing source of joy and enrichment as it evolves into the legacy
of tomorrow.
Only
thus will the historic cities of the developing countries be able to remain
living entities matching the wonder of their past with the reality of present
well-being for all their citizens and future opportunities for the next
generation who are growing up to claim their heritage and their rightful place
in the sun.
It
is a task worth doing!